Fidelity's Jeremy Podger reviews the areas that have led global equities in recent times. He assesses whether these trends are showing signs of fading and looks back at past "mega-trends" for an insight into what could happen next.
Over the past quarter, the consensus view of many has been to challenge the role and attractiveness of fixed income as an asset class.
Washington-Moscow relations fraught
Subject to shareholder approval
Sustainability in focus
Move to variable operating expenses
We're nearly nine years into the current bull market. Alex Wright explains why now might be the time, against mounting pressures of higher inflation and interest rates, for value investors to start to look at which stocks offer absolute value.