Global equities
'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?
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.
Dig a little deeper
Ten years into the recovery, and with valuations close to or at historical highs, there’s little denying that we’re getting late in the cycle. However valuations are only half the story.
There's no crystal ball and that's OK
The biggest investment lesson for me over the past ten years is that the fog of uncertainty in 2008 has never lifted and never will. As long as we operate in real time, without a crystal ball, we'll never know what the next six months let alone the next ten years, holds for us. And that’s fine because there is a solution.
US-China trade tensions: Mind the fundamentals
Concerns over further fallout from US-China trade tensions will likely continue to weigh on markets in the coming months. But the selloff has been somewhat indiscriminate and investors should mind the fundamentals. At the same time, emerging Asia economies are becoming less dependent on exports and developed markets for growth.
It's a question of quality (3 of 4)
Trade tensions ratchet up
Hindsight is a wonderful thing
Along the continuum
