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Tarlock Randhawa says collaboration, clarity and consistency of outcomes are key elements of the Jupiter Origin team’s approach to global small cap investing. 

Fidelity’s global technology research team recently completed its 13th annual Silicon Valley trip. Over several days in the Bay Area, they met more than 20 companies across semiconductors, internet software and frontier AI labs. Fidelity Global Technology Fund portfolio manager Hyun Ho Sohn shares three key insights from his most recent visit.

Michael Stewart, Amundi ETF & Indexing, talks about ETF synthetic replication, what investors should consider when choosing a replication type and where it could make sense to add swap-based ETFs in a portfolio in the current environment.

In an environment of abundant data and widely available information, what can investors still learn from meeting companies in person? Fidelity Global Special Situations Fund portfolio manager Tom Record sat down with Fidelity Senior Investment Specialist Charlotte Apps to discuss why on-the-ground research remains central to fundamental, bottom-up investing.

The biggest stories from the world of investment and asset management this week

At MDT Advisers, we are systematic, quantitative investors; underlying all of our work is our alpha model. What underlies the alpha model itself? Intuition and research.

Artemis’s Jack Holmes explains how investors can benefit from the multiple quirks of an often-overlooked asset class.