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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 Equities Fund
When considering what might cause surprise for investors in 2018, I think it’s prudent to look more closely at factors that are not currently causing concern.
China is well on its way to morphing from the ‘Factory of the World’ to ‘Laboratory of the World’.
Banks are spending up on technology investment, with JP Morgan dedicating US$9B to technology each year. What can the big 4 Australian banks learn from their US counterparts?
Amit Lodha, Portfolio Manager Fidelity Global Equities Fund talks through his reasons why he has exited the position in Amazon even though he still loves the company.
The micro drives the macro, which is what bottom up stock picking is all about. So what can we tease out about the macro from the micro?
What have been the recent winners of the Fund? Why is Apple the largest holding? What has Amit learned from disappointments?
Amit Lodha, Portfolio Manager of the Fidelity Global Equities Fund has an extremely disciplined approach to investing and in this article he explains his largest holding.
The Fund has been involved in Facebook since its initial public offering in 2012. So what has changed Amit Lodha's mind?
Amit Lodha looks at patterns, analogies and silvers linings to help deal with the complexity of current events.