Fidelity International

The industry is facing challenges but they have been overplayed

Soft landing off the cards

High yield corporate bonds

The argument for diversification is unambiguous given the uncertain economic backdrop

Quanta and Ørsted are likely beneficiaries

Claire Dwyer joins

Follows a dramatic two-day rally

Recent capital inflows are a result of reasonable valuations and a broad range of opportunities

Benchmarked against MSCI ACWI

‘A drag on global growth’