Fidelity's eight core themes to drive returns this year

Fidelity's head of research for European equities, Henk-Jan Rikkerink, has outlined eight core themes revealed in a recent survey of the group's investment professionals.

The research, which polled over 100 equity and bond fund managers and analysts worldwide, identified long-term trends Fidelity will aim to take advantage of within its portfolios. 1. Economic growth and investment returns diverge There is little correlation between economic growth and the performance of stocks, which is why stockpicking can add value. An economic and politically volatile world in the West will likely remain for several years, said Rikkerink. The gulf in growth rates between Europe and Asia will eventually narrow, and in the meantime, investors can find investment idea...