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Fidelity is an active fund manager that focuses on bottom up global research. With one of the largest buy side research teams in the world, we have a unique ability to identify investment themes and ideas across different market cycles.
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The private credit debt markets have little direct exposure to either Russia or to the raw commodities industries. But as the conflict rumbles on, sustained impacts such as higher energy prices and food scarcity could weigh on the credit worthiness of swathes of leveraged borrowers.
Worries about the ongoing war in Ukraine, snarled supply chains, rising inflationary pressures and fears about possible recessionary slowdown have resulted in weakness across markets. We look at recent developments in what has been a challenging environment for fund managers.
The transition to net zero and renewable energy sources remains critical to our future, not only to reduce the chance of climate change on a catastrophic scale, but also, as Russia’s war in Ukraine indicates, the need to underpin future energy security.
Everyone knows that the four most dangerous words in investment are ‘it’s different this time’. Sometimes, it is. More often, things end up much the same. Tom Stevenson looks at the challenge of knowing which it will be.
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