Welcome to 2019! A year of divided outcomes

There are always reasons to worry but most of the time with a bottom-up mindset one can get on with investing without spending too much time on the macro. 2019 is unlikely to be one of those years but I can't help feeling more positive tactically while still cautious structurally on global equities. 

10 January 2019 | Amit Lodha
2019 outlook: Global equities

2019 outlook: Global equities

As we move towards 2019, investors must guard against the market rotation, as the sectoral distribution of returns tends to change during such periods.

12 December 2018 | Amit Lodha
The winners of tomorrow

The winners of tomorrow

A decade ago, the top ten companies in the world were dominated by China and energy companies. Today, seven of the top ten are technology companies. So how do we find tomorrow's winners today?
 

11 December 2018 | Amit Lodha
'Technology' capex: a virtuous or vicious cycle?

'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
View more insights