Managers finding plenty of opportunities in the US market, although little consensus on macroeconomic background

Speakers at recent IW US focus event launch staunch defence of American market, arguing against traditional UK investors adages concerning region

To continue reading this article...

Join Investment Week today

Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
Get ahead of regulatory and technological changes affecting fund management
Important and breaking news stories selected by the editors delivered straight to your inbox each day
Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
Be the first to hear about our extensive events schedule and awards programmes

Already an Investment Week
member?

Partner Insight: Three key insights from Fidelity's Annual Silicon Valley Trip

Fidelity’s global technology research team recently completed its 13th annual Silicon Valley trip. Over several days in the Bay Area, they met more than 20 companies across semiconductors, internet software and frontier AI labs. Fidelity Global Technology Fund portfolio manager Hyun Ho Sohn shares three key insights from his most recent visit.

Hyun Ho Sohn, Portfolio Manager, Fidelity Global Technology Fund

14 July 2026 • 8 min read