Amid market uncertainty, we remain cautious moving into 2022. While new investment ideas are harder to find, we will still look for opportunities in situations where sentiment is negative to the point that fundamentals are ignored.
Markets have witnessed a strong rally over the past 12 months, driven by massive fiscal and monetary stimulus, expectations of a ‘return to normal’ and a focus on segments of presumed growth. It is not a huge surprise to see this strong rebound...
While new investment ideas are harder to find in a challenging economic environment, we're focused on finding investment opportunities in situations where sentiment is very negative to the point where fundamentals are ignored.
Political unrest, tariffs, supply chain risk...There's a lot to take into account. Fidelity Asia Fund, Portfolio Manager Anthony Srom discusses how he factors US/China relations into his stock picking.
Internet and healthcare names have essentially led Asian markets out of the crisis. So has Fidelity Asian Equities Portfolio Manager Anthony Srom been tempted to add them to his portfolio or are they too expensive given the associated risks?