Alex is the Portfolio Manager for the Fidelity Global Emerging Markets Fund and the Fidelity Global Emerging Markets Fund (Quoted Fund): FEMX. Alex joined Fidelity as an Investment Analyst in 2004 and he has managed emerging markets portfolios since 2007.  In 2013 he established the Fidelity Global Emerging Markets Fund.  He is based in London having spent the last 4 years in Singapore.

The Fidelity Global Emerging Markets Fund is the best performing global Emerging Markets strategy amongst its locally available peer group over, 1, 3 and 5 years as at 31 March 2019 and is the only actively managed Emerging Markets strategy quoted on the ASX.

From the desk of Alex Duffy - The China challenge

In broad terms China is a perennial, but what’s captured the attention of many investors in recent times has been the announcement by MSCI to continue to increase the weighting of the China A Share market in 2019 in the MSCI Emerging Markets Index.

01 May 2019 | Alex Duffy
Trade tariffs: assessing the real impact

Trade tariffs: assessing the real impact

Tariffs themselves aren’t the most important factor in the trade dispute between the US and China. Instead, investors in emerging markets should watch for secondary effects that the tariffs might have on China’s balance of payments position, which could in turn put pressure on the currency.

14 January 2019 | Alex Duffy
2019 outlook: Emerging Markets

2019 outlook: Emerging Markets

Although we see volatility continuing, we expect a positive return for emerging market equities next year, with potentially greater dispersion of returns across regions than we have seen in the last 3-5 years.

12 December 2018 | Alex Duffy
Two key areas of opportunity in EM

Two key areas of opportunity in EM

Portfolio manager Alex Duffy believes that periods of volatility separate the bad business models from the good and highlights two key areas he's currently seeing good opportunities in emerging markets.

13 November 2018 | Alex Duffy
The $4.1 trillion dollar question

The $4.1 trillion dollar question

“Specifically, when I look at China, I’m far less worried about the impact of a tariff on $400B or $500B worth of goods. Tariffs of 15-20% on $400 billion isn’t a huge delta in terms of the overall trade balance. When it is far more relevant, is what it means for the currency.”1

07 November 2018 | Alex Duffy
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