'Technology' capex: a virtuous or vicious cycle?

Amit asks the question is tech innovation driving higher ROICs, or is it innovation for innovation’s sake?

14 November 2018 | Amit Lodha
Checks and balances

Checks and balances

When looking for potential problems in a company, the first place to look is the balance sheet says Amit Lodha, Portfolio Manager at the Fidelity Global Equities Fund.

14 October 2018 | Amit Lodha
Dig a little deeper

Dig a little deeper

Ten years into the recovery, and with valuations close to or at historical highs, there’s little denying that we’re getting late in the cycle. However valuations are only half the story.

20 September 2018 | Amit Lodha
How does an active investor capitalise on these changing times?

How does an active investor capitalise on these changing times?

Our belief is that companies exist within an ecosystem, and understanding that ecosystem gives us the best chance of making accurate judgement around its future earnings trajectory. However, with the fast pace of technological disruption changing the ecosystem in every industry, the work of a long-term investor has become more difficult.

30 April 2018 | Amit Lodha
Facebook: It's always been a matter of trust

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?

20 April 2018 | Amit Lodha
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