Going boldly where no one has gone before

With the real economy slowing to a crawl to protect human life, record high levels of debt and a recession looming, it isn’t any wonder that we’ve seen massive instability in global markets. Everyone is seeking to draw a parallel to this period. Whether it be - the Global Financial Crises, the Spanish flu epidemic of 1918 or the onset of the Great Depression… But as Howard Marks eloquently put it - “Nobody knows”. Investing today is quite simply like going where no one has gone before.

One thing is certain however. Everything ends.

Join Amit Lodha, Portfolio Manager for the Fidelity Global Equities Fund as he looks at how global markets are faring, how he’s positioning his own portfolio and what we can do as investors to better cope with the certainty until COVID-19 reaches its expiry date.
 

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For professional investors

Amit Lodha has been Portfolio Manager for the Fidelity Global Equities Fund for 10 years. 

Amit joined Fidelity as a research analyst in 2004, and was appointed Portfolio Manager of the FF Global Industrials Fund in April 2008. He took over the management of the Fidelity Global Equities Fund on 1st October 2010.

Prior to joining Fidelity in 2004, Amit spent three years as an equity analyst at Citigroup in Mumbai. He started his career in the industry at KPMG Mumbai in 1997 as a Senior Accountant.

Amit completed his BA and MA in Commerce & Economics at Mumbai University. He is a qualified accountant from the Institute of Chartered Accountants (India) and a CFA Charter holder.