In this paper, the Eaton Vance Multi-Asset Credit team looks at how recent price dislocations have affected the outlook for longer-term value across credit markets.
A spate of dividend cuts or postponements has raised concerns among investors globally. Fidelity Investment Directors, Catherine Yeung and Matthew Jennings, alongside Jochen Breuer, manager of the Fidelity Asian Dividend Fund, look at the forces driving...
Investors fear central banks have reached the limit of their influence
In a time of constant ‘me too’ fund launches, why should you care about the launch of the Royal London Global Sustainable Equity Fund? Well, for starters it is distinctly different from other sustainable global equity funds
We expect the global economy and financial markets to transition from intense near-term pain to gradual healing over the next six to 12 months. However, there is the risk if not the likelihood of an uneven recovery, with significant setbacks along the way and some permanent damage.
Research and statistics – are they newsworthy or do they just reconfirm what we would have guessed anyway?
Larry Puglia, Portfolio Manager, US Large Cap Equity Strategy at T.Rowe Price reflects
A remote private GP shares his view
On World Health Day
With swathes of the world’s population on lockdown and economic activity on hold, Fidelity investment director Matthew Jennings assesses the likely damage to dividend payments over the coming months and outlines why selectively forsaking dividend growth...
Following another year in which U.S. growth stocks have extended their unusual cycle of outperformance over U.S. value stocks in terms of both duration and magnitude, investors may be wondering if something has radically changed. Historically, over long...
Governments and central banks have started to respond more forcefully to the health crisis, enacting policy in an effort to limit long-term damage to the global economy.
Global growth could follow a U-shaped path over the next few quarters, though substantial uncertainty remains as policymakers grapple with the impact of the coronavirus.
As the spread of Covid-19 continues, the direct impact to global markets is being felt by investors all over the world. Fidelity Sustainable Water & Waste Fund manager, Bertrand Lecourt looks at the short-term outlook for equity markets and gives his longer-term views on how this will impact companies across the water and waste value chains.
Risk assets extended their recent sell-off as the Covid-19 coronavirus outbreak spread further around the world, while investors flocked to haven assets and pushed Treasury yields to record lows. But amid the renewed volatility Fidelity Multi Asset Income Fund’s George Efstathopoulos explains where he’s finding some areas of unexpected outperformance
History teaches that epidemics tend to have short-term effects on economies and markets, but great uncertainty remains about the coronavirus.
Flexible-credit funds have the ability to search for opportunities across the fixed-income universe. But with this freedom, how do they avoid style drift?
Whether in certain or uncertain times, well-managed funds containing potentially illiquid assets have a vital place in many investors’ portfolios
‘Change is the only constant’ has become increasingly evident for Asia as the impact of the coronavirus is felt across global financial markets. Despite these headwinds to near-term growth, Fidelity Asia Fund portfolio manager Teera Chanpongsang highlights the continued structural shifts in the region and how discipline around these fundamental drivers can reward investors at such times of volatility.
Trade negotiations - and the subsequent signed agreement with the US - coupled with slowing headline growth have kept China firmly in the headlines over the opening month of 2020. Fidelity China Special Situations PLC’s Dale Nicholls reflects on the current...