In the second of the series we examine what the next five years could hold for equity investors and identify six key themes to watch. From disruption to de-globalisation, just how could these themes impact market leadership from here?
In an uncertain world, where interest rates are lower for longer, the hunt for sustainable sources of income continues. With growing numbers of baby boomers, who are living longer, the demand for steady income is only expected to intensify.
In the last two decades, Asia has become a powerhouse of the world’s economy, contributing more than half of global GDP. Led by China’s rapid growth, this trend is likely to continue, but what is the investment opportunity?
Kweichow Moutai has been the top contributor for the Fidelity Asia Fund for the last five years. Portfolio Manager Anthony Srom looks back to when he first discovered the stock and how it's managed to continually hit record highs.