Fidelity is an active fund manager that focuses on bottom up global research.
Learn more about Fidelity’s range of Australian and global funds, which benefit from our unique approach to research.
Whether you’re a first-time investor, someone who has previously invested or a professional adviser, you can access Fidelity’s investment expertise in the way that best suits your individual needs.
Get a different view and a deeper understanding, with market commentary and helpful insights from our fund managers.
Most of the time investors don’t need to think too much about market timing or asset allocation. The long-term trajectory of financial markets is up and the only sensible thing to do is to be fully invested and allow the odds to work in your favour. As we enter 2018, however, it doesn’t feel like ‘most of the time’.
Following strong returns over the last 18 months markets face a tougher period in 2018. Capturing returns may require investing where other are not…
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.