Industry Voice: Key elements of success are admitting to errors, sharing information and asking the right questions. After 10 years at the helm of the UK Equity Income Fund, Chris Murphy shares his lessons learned.
Partner Insight: In this environment, a well-resourced credit research team is essential and having traders to keep check on markets is very helpful too, according to Fidelity fixed income managers Sajiv Vaid, Peter Khan and Kris Atkinson
Industry Voice: Fidelity's Dan Roberts examines the hidden risks in relying on 'adjusted earnings', arguing that they should not be taken at face value. Dan explains how management teams can sometimes use adjustments to flatter financial performance and...
Industry Voice: Sponsored by PIMCO
Partner Insight: As the Fidelity Extra Income Fund celebrates its 20-year anniversary this year, managers Sajiv Vaid and Peter Khan explore how they are positioning the portfolio for challenging market conditions
Industry Voice: A market led by the large commodity stocks over the past few years has seen 'revenge of the index', making it difficult for all-cap managers to keep pace. Are we now on the precipice of a reversion of this?
Industry Voice: While sometimes riskier than large cap companies, small caps are also more affordable and may offer better performance.
Industry Voice: After a largely lacklustre 2018, sentiment on the emerging markets has improved since the beginning of the year. Capital flows have recovered as a result. So what's next? Chanchal Samadder and Philippe Baché share their views.
Industry Voice: As we move into March, global stocks have enjoyed the best start to the year in almost three decades. Does this bode well for the rest of 2019? History suggests it does. Since 1928, a good January/February has led to a positive calendar...