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Paul shares his views on recent volatility, current valuations and how debt is impacting consumer sentiment.
From pups to top performers to those best handled with care - we take a closer look at opportunities in China.
Tools to understand historical market fluctuations and the benefits of investing for the long term.
Portfolio Manager, Fidelity Global Emerging Markets Fund
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.
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.
With a good macro backdrop and favourable currency movements, now is a good time to consider.
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?
Alex Duffy, Portfolio Manager of the Fidelity Global Emerging Markets Fund, talks through his investment process and philosophy on emerging markets.
Alex Duffy comments on three current themes in Emerging Markets and examines their impact longer term.
2017 was a robust year for emerging market (EM) equities with the continuation of a number of appreciating trends which commenced early in 2016.