Alex Duffy

The economy for emerging markets

Emerging markets are thriving on global economic growth. The Fidelity Global Emerging Markets Fund gives investors access to some of the world's fastest growing economies with sensible and sustainable investments for the longer term. 

How does an active investor capitalise on these changing times?
Amit Lodha

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.

What Peter Lynch taught me about Facebook
Amit Lodha

What Peter Lynch taught me about Facebook

A year ago, I wrote about my concerns around Facebook’s user data and the power it can yield. Now the story is playing out.

The right tool for the job

The right tool for the job

Downside protection tools can assist in mitigating certain portfolio risks. But before even considering the appropriate tool it is important to understand what risk is and how exactly risk mitigation and hedging differ.

From the desk of Amit Lodha: Mr Market's memo
Amit Lodha

From the desk of Amit Lodha: Mr Market's memo

While in Taiwan this week, meeting with executives of the technology/smartphone value chain, my hotel room shook with earthquake tremors. It struck me that nature has a unique way of sending us mortality messages every so often.

Market correction: No real surprise
Tom Stevenson

Market correction: No real surprise

Having licked our wounds over the weekend, three questions arise: what caused the correction; has it run its course; and does it matter?

An overdue health check for global markets
James Batemen

An overdue health check for global markets

The events of the last few days have been the best indicator of the true health in markets for a long time but where do we go from here?

2018 outlook: Global equities
Amit Lodha

2018 outlook: Global equities

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.

From 'made in China' to 'created in China'
Amit Lodha

From 'made in China' to 'created in China'

China is well on its way to morphing from the ‘Factory of the World’ to ‘Laboratory of the World’. 

How are the banks fighting disruption?
Amit Lodha

How are the banks fighting disruption?

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?

Why we sold Amazon
Amit Lodha

Why we sold Amazon

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.

From the desk of Fidelity's Amit Lodha
Amit Lodha

From the desk of Fidelity's Amit Lodha

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?   

Political instability creating investment opportunities?
Tom Stevenson

Political instability creating investment opportunities?

Does politics matter to investors? Read any market report and the answer might seem obvious. 

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