In this third part of my ‘Coronavirus strikes’ series, I thought I’d summarise what’s happened to date, consider the implications of synchronised monetary and fiscal stimulus, provide an overview of reporting season and examine how the world may change, post recovery.
To mark the 10-year anniversary of the Fidelity Global Equities Fund, portfolio manager Amit Lodha reflects on how his investment philosophy has matured over the years. Pricing power is the core feature of Amit’s approach and he explains what this widely used concept means to him.
America votes for a new President next Tuesday. If, however, you are expecting to wake up on Wednesday morning knowing who will be in the White House for the next four years, whether they have the backing of Congress, and what the economic and market implications will be, you may have to wait a little longer. November 3 might generate more questions than answers.
Political unrest, tariffs, supply chain risk...There's a lot to take into account. Fidelity Asia Fund, Portfolio Manager Anthony Srom discusses how he factors US/China relations into his stock picking.