Global Equities

Latest investment outlook

US healthcare system largest in the world

Global equities have delivered ample volatility, but very little return for investors so far this year.

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.

PARTNER INSIGHT: Fidelity Global Special Situations Fund manager Jeremy Podger looks at the impact of technology stocks on global equities in recent times. He explains why it's not necessarily straightforward to assess if the sector is overvalued and...