Amit Lodha

Trade wars - Difficult to call

Politicians don’t always follow the route of logic which makes it difficult to predict how they could play out. One thing is for sure if the rhetoric accelerates it won’t be good news for large multinationals. 

Facebook: It's always been a matter of trust
Amit Lodha

Facebook: It's always been a matter of trust

Fidelity’s Amit Lodha’s fears around Facebook have come to fruition but what will that mean for THE social media platform of our time and are there other big picture issues for global tech companies that investors should be mindful of?

Defining ESG: Evolution not revolution
Aela Cozic ESG Analyst and Adnan Siddique Investment Writer

Defining ESG: Evolution not revolution

ESG covers such a broad range of approaches that investors can be forgiven for being confused as to what constitutes ESG and what doesn't. Do we need a unified definition of ESG, and if so, what is it?

Some things change: some stay the same
Amit Lodha

Some things change: some stay the same

We speak to Amit Lodha about his success as a portfolio manager, the Fund’s evolution and what’s changed for him over the last decade.

Why Wisetech ticks all the boxes
Kate Howitt

Why Wisetech ticks all the boxes

The most important ingredient of a great investment is having an outstanding ‘horse and jockey’; a business that’s operating in an attractive industry, and a highly capable management team.

What does a pair of jeans and the US Post Office have in common?
Tom Stevenson

What does a pair of jeans and the US Post Office have in common?

What does a pair of jeans and the US Post Office have in common?  Little on the face of it, but from an investment perspective quite a lot. They are both second-order beneficiaries of someone else’s investment boom. 

What Peter Lynch taught me about Facebook
Amit Lodha

What Peter Lynch taught me about Facebook

A year ago, I wrote about my concerns around Facebook’s user data and the power it can yield. Now the story is playing out.

From the desk of James Abela
James Abela

From the desk of James Abela

February 2018 results season were reasonable. Generally, there were a few more results that ‘beat’ expectations versus those in line or disappointed, which suggests expectations were realistic. 

Not the moment to be a hero with your investments
Tom Stevenson

Not the moment to be a hero with your investments

Last week, I suggested that 2018 would be the year in which we waved goodbye to the favourable conditions of 2017. My concerns were largely focused on inflation and interest rates. Now I am much more concerned about the growth part of the equation.

Behavioural finance: Overconfidence

Behavioural finance: Overconfidence

‘Overconfidence’ becomes particularly prevalent in bull markets and periods of sustained stability. So how can investors avoid the pitfalls? 

Fidelity Analyst Survey 2018: As good as it gets
Grethe Schepers, Europe Editor

Fidelity Analyst Survey 2018: As good as it gets

At the turn of the year, we ask our analysts how companies see the year ahead, and how they are positioning their businesses for what they think is coming.

Fidelity Analyst Survey 2018: On the ground in China
Neil Gough, Asia Editor

Fidelity Analyst Survey 2018: On the ground in China

Asia editor Neil Gough goes inside BEST Inc's Shanghai warehouse to see how rising wages across China are driving increased automation.

Fidelity Analyst Survey 2018: The sector report
Grethe Schepers, Europe Editor and Adnan Siddique, Investment Writer

Fidelity Analyst Survey 2018: The sector report

Our sector insights provide a deeper dive into the views of our global analyst team on: healthcare, materials, industrials, information technology, utilities, financials, energy, telecoms, consumer discretionary and consumer staples.

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