The International Monetary Fund’s latest downgrade to its global growth forecasts confirms the anecdotal evidence from the US, China and Europe that recovery in the developed world is likely to be a long, slow, drawn-out affair with periodic setbacks. Against that uninspiring backdrop, investors are rightly questioning where they can find reliable and sustainable growth. [...]
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Apr
2013
After a strong start to the year in equity markets, the US is widely tipped to be the star performer for the rest of 2013, a Fidelity Worldwide Investment (‘Fidelity’) survey of leading fund groups has revealed. Fidelity canvassed the investment opinions of 13 fund groups, in the UK, including: HSBC Global Asset Management, Threadneedle [...]
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Mar
2013
The following Q&A was extracted from a Bloomberg interview in Hong Kong with Catherine Yeung, Investment Director. As the National People’s Congress gets under way in China this week, Catherine comments on the prospects for further market reforms, the current policy mix, the earnings season and overall investment environment in China. Q: How do you [...]
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Fidelity Worldwide Investment is pleased to announce the appointment of Michael Bargholz as Senior Investment Director for Australia. With over 25 years of industry experience at leading global investment houses, Michael’s appointment further strengthens Fidelity’s Australian investment and business teams in offering market-leading investment solutions. Michael was most recently at AllianceBernstein where he was the [...]
continue readingFidelity Worldwide Investment is pleased to announce the appointment of Eric Wang as Chief Operating Officer for Australia. Eric is an experienced strategist, with a strong operational background, who will add considerable depth to our executive team. Eric joins Fidelity from Sunstone Partners, a wealth management consultancy, where he was the Managing Director. Prior to [...]
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Jan
2013
Fidelity Worldwide Investment has released the findings of its third annual “Analyst Survey” which highlights some of the long-term themes that are expected to shape the global economy and investment markets in the years ahead. The report explores the themes identified by more than 100 of Fidelity’s fixed income and equity research and fund management [...]
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Global stock indices posted double-digit returns in 2012 as Hong Kong and Germany performed best while Japan and Spain lagged. Bond markets offered steady returns as emerging-market debt, high-yield and Italian government bonds performed strongly at the riskier end of the spectrum. But solid full-year returns tell only half the story of what was another [...]
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Dec
2012
2013 will be another challenging and event-driven year for equity investors to negotiate. Markets face a number of risks with binary outcomes, not least the imminent fiscal cliff facing the US economy. While the prospects for earnings growth in most developed equity markets are now more modest, a positive case can be made for a [...]
continue readingIn the recent white paper ‘Strategies for Turbulent Markets’, Fidelity Worldwide Investment (‘Fidelity’) examines how investors can improve and diversify their portfolios to weather turbulent markets, with a particular focus on ‘safe havens’ and alternatives. Given that market volatility is likely to remain in 2013, amid the US ‘fiscal cliff’ issue and a continued period [...]
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Oct
2012
Some of the countries of Asia have been among the best places to ride out the financial crisis. “Asia as a safe haven is a novel concept for anyone who remembers the region’s own devastating financial crisis in the late 1990s,” says Tom Stevenson, Investment Director at Fidelity Worldwide Investment. “But confidence is growing in [...]
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