As markets continue to react to the US election results, Paras Anand, Fidelity Chief Investment Officer, Asia Pacific, considers how this will likely impact the domestic US economy, as well as the future of global trade and geopolitics. He discusses why there may not be substantive changes in these areas and what this could mean for asset allocation decisions.
Fidelity Emerging Asia Fund’s Dhananjay Phadnis says a focus on sustainability could help identify Asia’s long-term winners.
In this Q&A, Fidelity Asia Fund portfolio manager Teera Chanpongsang discusses the structural changes that are here to stay as a result of the Covid-19 pandemic. He outlines the winners and losers of this new uncertain market environment and how this is reflected in his investment views.
Martin Foden, RLAM’s Head of Credit Research, on a credit philosophy for white-knuckle times
Dale Nicholls of Fidelity China Special Situations PLC tells why he is using the trust’s closed-ended structure to invest in China’s vibrant unlisted sector
28/10/2020 - Photo: Hans Stegeman, Chief Investment Strategist at Triodos Investment Management
BlueBay’s My-Linh Ngo, Head of ESG Investment, and Lucy Byrne, Senior ESG Analyst, on how fixed income ESG might improve investment decisions