Alex Duffy

From the desk of Alex Duffy: A comment on portfolio construction

Portfolio construction all too often appears as an after-thought for many active managers yet it is ultimately critical in determining the investment returns and volatility of returns for investor in the underlying portfolio. 

Network effects: The winner takes it all
Kate Howitt

Network effects: The winner takes it all

Software companies often attract high valuations at least at face value but if you drill down deeper you soon discover the real value of business with sustainable moats that can reinvest at high rates of return.

Market leadership - what happens next?
Jeremy Podger, Portfolio Manager

Market leadership - what happens next?

In the first of a series of articles, Jeremy Podger reviews the areas that have led global equities in recent times. He assesses whether these trends are showing signs of fading and looks back at past “mega-trends” for an insight into what could happen next.

Quarterly outlook Q2 2018: Choppier waters ahead
Fidelity Interntational

Quarterly outlook Q2 2018: Choppier waters ahead

The start of 2018 has been anything but 'business as usual'. So is it the beginning of the end for this long bull market cycle or is it the end of the beginning?

The economy for emerging markets
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. 

Why we're investing in gold producers
Kate Howitt

Why we're investing in gold producers

It’s important not be underweight commodities stocks, as their prices could really run ahead in an inflationary environment.

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.

Be careful what you wish for
Tom Stevenson

Be careful what you wish for

With world surplus oil supplies falling, there’s talk of the oil price rising above $80 a barrel - good news for oil producers. But could this mean short time gain for long time pain?

Facebook: It's always been a matter of trust
Amit Lodha

Facebook: It's always been a matter of trust

Fidelity’s Amit Lodha’s fears around Facebook have come to fruition but what will that mean for THE social media platform of our time and are there other big picture issues for global tech companies that investors should be mindful of?

Trade wars - Difficult to call
Amit Lodha

Trade wars - Difficult to call

Politicians don’t always follow the route of logic which makes it difficult to predict how they could play out. One thing is for sure if the rhetoric accelerates it won’t be good news for large multinationals. 

Some things change: some stay the same
Amit Lodha

Some things change: some stay the same

We speak to Amit Lodha about his success as a portfolio manager, the Fund’s evolution and what’s changed for him over the last decade.

Defining ESG: Evolution not revolution
Aela Cozic ESG Analyst and Adnan Siddique Investment Writer

Defining ESG: Evolution not revolution

ESG covers such a broad range of approaches that investors can be forgiven for being confused as to what constitutes ESG and what doesn't. Do we need a unified definition of ESG, and if so, what is it?

Why Wisetech ticks all the boxes
Kate Howitt

Why Wisetech ticks all the boxes

The most important ingredient of a great investment is having an outstanding ‘horse and jockey’; a business that’s operating in an attractive industry, and a highly capable management team.

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Resources

Resources

Tools to understand historical market fluctuations and the benefits of investing for the long term.

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