Ask any professional investor what the most important attributes are to consider when assessing a new investment and “quality of management” is likely to feature high on their list. For the average investor though, assessing the quality of management is no easy task. Amit Lodha, Portfolio Manager at the Fidelity... Show More
Buffett’s famous “Rule 1” of investing is straightforward; don’t lose money. But 10 years into the current business cycle, with unemployment and interest rates at record lows, the window of opportunity for easy returns is closing. Amit Lodha, Portfolio Manager of the Fidelity Global Equities Fund, says that a focus... Show More
Mining companies have traditionally traded at a discount to industrials due to the limited life of their assets. Amit Lodha, Portfolio Manager at the Fidelity International Global Equities Fund, likens it to valuing a melting ice cube – here today, but gone tomorrow. Years ago, healthcare companies used to attract... Show More
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
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
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
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
With the 2020s just 15 months away, now is a great time to take a step back and think about the long-term. 10 years ago, the top 10 companies in the world were dominated by energy companies, and Chinese companies. Today, seven of the top 10 companies are technology companies. “When... Show More
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
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