Global Equities

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...

Does the US have upper hand over China?

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.

Short duration key in current environment

Second fund uveiled by boutique