Alex Duffy

2018 outlook: Emerging markets

It’s been a strong year for emerging markets equites which should continue into 2018 but investors will need to be more discerning to generate consistent absolute returns.

China, India & Brazil - what's hot, what's not.
Alex Duffy

China, India & Brazil - what's hot, what's not.

Alex looks at some of the key regions in his Emerging Markets portfolio.  Facing unique challenges in each market, there are selective opportunities to be found.

Interested in the growth story of emerging markets?
Alex Duffy

Interested in the growth story of emerging markets?

With a good macro backdrop and favourable currency movements, now is a good time to consider. 

Pause for breadth: Are we in the era of the new 'Nifty Fifty'?
Alex Duffy

Pause for breadth: Are we in the era of the new 'Nifty Fifty'?

Market forces are driving a small number of stocks up.  Need we only focus on a handful of dominant global companies and to heck with the rest? 

Meet Alex Duffy
Alex Duffy

Meet Alex Duffy

Alex Duffy, Portfolio Manager of the Fidelity Global Emerging Markets Fund, talks through his investment process and philosophy on emerging markets. 

The Good, the Bad and the Ugly
Alex Duffy

The Good, the Bad and the Ugly

Alex Duffy comments on three current themes in Emerging Markets and examines their impact longer term.

Outlook for emerging markets
Alex Duffy

Outlook for emerging markets

2017 was a robust year for emerging market (EM) equities with the continuation of a number of appreciating trends which commenced early in 2016. 

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