Fidelity International
Multi-asset
INDUSTRY VOICE: 'Animal spirits' is the term John Maynard Keynes used in his 1936 book 'The General Theory of Employment, Interest and Money' to describe the instincts and emotions that ostensibly influence and guide human behaviour, for example: consumer...
15 June 2018
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4 min read
Partner Insight
PARTNER INSIGHT: Japanese equity valuations remain attractively valued relative to the rest of the world. As shareholder friendly reform gathers pace, where are the opportunities for active managers in Japan over 2018?
29 May 2018
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1 min read
Partner Insight
PARTNER INSIGHT: Fidelity portfolio manager Jeremy Podger reviews three key areas that have driven global equities in recent times. He assesses whether these trends may now have run their course and how he is positioning for what happens next.
23 May 2018
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2 min read
Partner Insight
PARTNER INSIGHT: Following strong equity gains and rising valuations in recent years, Jeremy Podger questions whether global markets might be recalibrating for a new era of earnings growth
14 May 2018
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2 min read
Partner Insight
PARTNER INSIGHT: Jeremy Podger, portfolio manager of the Fidelity Global Special Situations Fund explains how 30 years of managing global equities is helping him to decipher the key underlying trends that are shaping markets today.
08 May 2018
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2 min read
