Industry Voice sponsored by T. Rowe Price: Disparities in valuations mean that investors need to be selective about what they own. With US equity valuations sitting at relatively high levels when compared with Europe, Japan and EM, what are the implications...
Investing in themes such as tech and healthcare
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.
Annual impact report
Concerns over privacy scandal
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
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.
High conviction views
Focusing on EM and global funds
But facing tough competition in the sector
Retail investors continue to exit UK equities; Fixed income becomes best-selling asset class in July
Best-selling sector was Global
Fall in number from first quarter
The rise of semiconductors
While much concern around European political risks has abated, there is still considerable geopolitical stress across global markets
Aiming to have significant lower return volatility
Firm set up last year
Covers 85% of global equity market
Significant consquences for the UK
Likes healthcare and technology
Currency a defining factor
Global equity vehicle
Michael Clark, manager of the £1.1bn Fidelity MoneyBuilder Dividend fund, is forecasting UK dividends will increase by 10% in 2017.
Craig Mackenzie, senior investment strategist at Aberdeen Asset Management, on why 2017 offers a slightly hotter dish than 2016, albeit with an extra twist of political uncertainty.