Second instalment of series
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
FundCalibre asked managers about warning signals
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.
Highlights of group's 2018 Analyst Survey
Top-down macro research
Seek areas that have fundamental value
Improving opportunities for women
Elevated chance of a sell-off