With rates marching higher in the US, higher risk asset classes such as emerging market equities are seeing rising volatility. As risk reprices across the market, this will cause problems for weaker companies and countries but also opportunities for prudent investors.
The 2008 crisis brought down the curtain on the final act of a financial industry focused only on competitive returns. Since then, ESG considerations have come to the fore and the growing collective awareness of these principles is an enduring and important legacy of the crisis
Ten years after the GFC and almost a decade of economic growth, just how much further can this run? We look at the outlook for equities, bonds and alternatives
When looking for potential problems in a company, the first place to look is the balance sheet says Amit Lodha, Portfolio Manager at the Fidelity Global Equities Fund.
Sandeep Kothari explains why picking high-quality growth stocks and stringent risk management are integral when investing in India. He also shares some of the key contributors and detractors to fund performance over his tenure.
Once dominated by agriculture and cheap manufacturing, EM countries are today home to some of the world’s fastest growing economies and most innovative companies.
Fidelity’s Managing Director speaks candidly about the company’s evolution, some exciting investment opportunities and the stocks she believes Peter Lynch would be avoiding today.
India has been wrestling with higher oil inflation and a strengthening US dollar leading to the rupee selling off and bond yields rising but in the long-term, the positives still outweigh the negatives.
Ten years into the recovery, and with valuations close to or at historical highs, there’s little denying that we’re getting late in the cycle. However valuations are only half the story.
The Asian growth story continues to be a vibrant and fast-moving one. But looking at just the broad indices covering the region means that investors are missing out.
The biggest investment lesson for me over the past ten years is that the fog of uncertainty in 2008 has never lifted and never will. As long as we operate in real time, without a crystal ball, we'll never know what the next six months let alone the next ten years, holds for us. And that’s fine because there is a solution.
How do you behave in the face of fear? Do you run towards danger, or turn and flee? Knowing how you and others react to extreme situations might seem remote from the world of investment, but could have a lot to do with what separates the great investors from the rest of us.
Reporting season? It seems the winners were global leaders leveraged to grow and win market share, healthcare champions and the software kings who despite some earlier valuation concerns have proved that fundamental strength remains and long term winners keep on winning!
