Momentum fading, quality expensive and value rallying - where to from here?

Momentum fading, quality expensive and value rallying - where to from here?

Since 2013 James Abela has been identifying the future leaders of tomorrow using his unique QMTV investment process and philosophy for the Fidelity Future Leaders Fund .

James' tried and tested approach, plus his ability to ‘stick to his knitting’ has never been more important as markets experience fading earnings, ‘momentum madness’, and a crunch on quality.

Watch the replay where James shares his insights and observations on:

  • The pro-junk, anti-quality era
  • How we found ourselves here
  • The impacts on markets
  • Portfolio position and performance

This webinar is for professional investors.

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James Abela is the portfolio manager of the Fidelity Future Leaders Fund which was launched in 2013, after 10 years as a Fidelity investment analyst. James' unique process has seen him win the 2018, 2019 and 2020 Morningstar Fund Manager of the Year award for Domestic Equities Small Cap Category.

Prior to Fidelity, James worked as a portfolio manager and investment analyst for 4 years at Constellation Capital Management covering the consumer staples and consumer discretionary sectors.

James has also worked for BNP Equities for 3 years as a research analyst, covering food and alcohol as well as diversified industrials. His professional career began in 1995 at Ernst & Young as a senior consultant, accountant and tax advisor.

James has completed a Bachelor of Commerce (Accounting and Marketing) and a Master of Commerce (Finance, Business Law and Taxation), both at the University of New South Wales.