Emerging markets - worth another look

Fidelity recently launched our first active ETF. Managing Director Alva Devoy speaks to Portfolio Manager Alex Duffy about his approach to investing and why Australians should consider an allocation to emerging markets.

06 February 2019 | Fidelity International
2019 outlook: Emerging Markets

2019 outlook: Emerging Markets

Although we see volatility continuing, we expect a positive return for emerging market equities next year, with potentially greater dispersion of returns across regions than we have seen in the last 3-5 years.

12 December 2018 | Alex Duffy
2019 outlook: Emerging markets Asia

2019 outlook: Emerging markets Asia

Emerging markets in Asia have dominated the newsflow in 2018, given the backdrop of the US-China trade war, quantitative tightening and mounting debt issues. Fidelity's Teera Changpongsang and Hyomi Jie, share their 2019 outlook for emerging markets in Asia. 

 

12 December 2018 | Fidelity International
Two key areas of opportunity in EM

Two key areas of opportunity in EM

Portfolio manager Alex Duffy believes that periods of volatility separate the bad business models from the good and highlights two key areas he's currently seeing good opportunities in emerging markets.

13 November 2018 | Alex Duffy
The $4.1 trillion dollar question

The $4.1 trillion dollar question

“Specifically, when I look at China, I’m far less worried about the impact of a tariff on $400B or $500B worth of goods. Tariffs of 15-20% on $400 billion isn’t a huge delta in terms of the overall trade balance. When it is far more relevant, is what it means for the currency.”1

07 November 2018 | Alex Duffy
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