Fidelity International

Expert Insights

With the two largest economies in the world at loggerheads, many investors and commentators are trying to figure out the end game. Alex Duffy, Portfolio Manager at Fidelity International instead suggests focussing on the impacts on individual markets. “Specifically, when I look at China, I’m far less worried about the... Show More

Expert Insights

Volatile times can create opportunities for patient investors, and there’s been no shortage of volatility for emerging markets investors lately. Alex Duffy, Portfolio Manager at Fidelity International, says that volatility like this will separate the bad business models from the good. He sees two key areas of opportunity today: Consumption –... Show More

Fund in Focus
Alex Duffy

The Fidelity Global Emerging Markets Fund was started in 2013. Since inception, the fund has outperformed the benchmark, delivering 9.59% p.a. (net) to investors. Behind the fund's performance, has been the support by our global research team of 140 equity analysts and 400 investment professionals worldwide and our prudence in... Show More

Expert Insights

With rates marching higher in the US, higher risk asset classes such as emerging market equities are seeing rising volatility. As risk reprices across the market, this will cause problems for weaker companies and countries. There’s one group in particular that faces significant challenges, explains Alex Duffy, Portfolio Manager at... Show More

Fund in Focus
Catherine Yeung

In 2005, Fidelity International launched its Asia Fund to give clients access to growth opportunities in the Asian region. It’s since delivered an annualised net return of 10.84% (2.22% over benchmark). Fidelity’s strong twelve-year track record has been backed by more than 40 years’ experience investing in Asia informed by... Show More

Macro
Tom Stevenson

When, a couple of years ago, Saudi Arabia was twisting the arms of Russia and 22 other oil producing countries to stem the flow of crude, the oil price was already off its low of less than $30 a barrel. But at around $50 in late 2016, it still represented... Show More