Winners and losers from rising interest rates

With rates marching higher in the US, higher risk asset classes such as emerging market equities are seeing rising volatility. As risk reprices across the market, this will cause problems for weaker companies and countries but also opportunities for prudent investors.

The US effect - Rate hikes and trade wars

The US effect - Rate hikes and trade wars

Portfolio Manager Alex Duffy looks at the Trump effect and the knock-on implications that US interest rate hikes and trade wars may have on emerging markets.

Our investment expert views: Emerging markets

Our investment expert views: Emerging markets

The challenge for investors with emerging markets is that whilst the structural opportunities are widely understood there is also a cyclical overlay to the asset class which can lead to substantial equity market volatility. 

2018 outlook: Emerging markets
Alex Duffy

2018 outlook: Emerging markets

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.

Investing in India
Medha Samant

Investing in India

India is very attractively placed in today’s low growth environment. Medha discusses the changing demographic and structural drivers of growth in the country, and how from a portfolio perspective India may be able to drive income for investors.

China, India & Brazil - what's hot, what's not.
Alex Duffy

China, India & Brazil - what's hot, what's not.

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.

Q4 2017 investment outlook: Braver for longer...

Q4 2017 investment outlook: Braver for longer...

How long can the good times roll? The second-longest yet arguably most-hated bull market in post-war history just grinds on and on, while investors get more worried by the day. 

Interested in the growth story of emerging markets?
Alex Duffy

Interested in the growth story of emerging markets?

With a good macro backdrop and favourable currency movements, now is a good time to consider. 

Asset class outlooks: Cautious optimism...

Asset class outlooks: Cautious optimism...

The bull market is intact but beginning to look stretched; Earnings growth is underpinning equity markets for now - Europe most attractive; China and inflation are the key factors to monitor. 

Meet Alex Duffy
Alex Duffy

Meet Alex Duffy

Alex Duffy, Portfolio Manager of the Fidelity Global Emerging Markets Fund, talks through his investment process and philosophy on emerging markets. 

The destiny of resources-rich Brazil

The destiny of resources-rich Brazil

To stay like Argentina or become like Australia.

What's ahead for Indian equities?

What's ahead for Indian equities?

Sandeep Kothari, Portfolio Advisor for the Fidelity India Fund, tells.

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