Fidelity

Partner Insight: Fidelity Global Special Situations fund manager Jeremy Podger explains how his three-category asset allocation process is used to generate complementary sources of alpha potential while simultaneously providing a balanced overall style...

Value in the UK

‘Still work to do' on Cofunds

Industry Voice: The consensus view is that domestically-focused UK small and mid-caps are deeply out of favour relative to larger and more international FTSE 100 stocks. But is this correct? Alex Wright challenges this narrative.

Industry Voice: The US has, in recent months, exhibited an extended period of outperformance relative to the rest of the world in both GDP growth and stock market performance, led by the standout performer, the FAANG-driven technology sector.

Elections and currency woes

Economy still strong

Partner Insight: Fidelity portfolio manager Alex Wright on how he deals with negative market sentiment and why he approaches risk in a different way to his peers

Partner Insight: Wright illustrates how the Fidelity Special Situations fund works in practice by referencing the fund's significant investment in Irish housebuilder Cairn Homes, which is focused on building homes in Dublin and its surrounding suburbs....

Industry Voice: It's no secret that there are growing headwinds facing the global economy, but while it is becoming easy to focus on issues such as trade wars and the decoupling of US markets from the rest of the world, we are ever mindful that with uncertainty...