Fidelity International - UK Professional Clients

Kris Atkinson, lead manager of the Fidelity Short Dated Corporate Bond Fund, discusses the factors in the market which are boosting the appeal for the asset class. He shares why by focusing on those credits where there is a story behind them, the fund looks to not only generate additional yield, but also exploit misplacing in the market created by forced sellers. Find out more in this Fund in Five produced in collaboration with Portfolio Adviser https://lnkd.in/eg46Tnbi

For investment professionals only. Capital at risk. The world of digital assets is rapidly evolving, join our latest outlook webinar featuring expert insight on the latest topics and trends shaping the industry. When: 20th November 9-9:45AM Register via the link https://lnkd.in/ea9Sdyd3

A combination of falling interest rates and an attractive starting level of yield could provide optimism for sterling credit. Ian Fishwick, lead manager of the Fidelity Sterling Corporate Bond Fund, discusses his optimism in this Fund in Five produced in collaboration with Portfolio Adviser. Explore here https://lnkd.in/e8ZuJTny

A decisive policy pivot - in the form of a fiscal boost - has seen China’s equity market escape its trough. The hope now is that increased consumer confidence will trickle through to earnings and fuel the next stage of market returns, which are built on a foundation of cheap valuations. Our team assess whether investors should believe the hype https://lnkd.in/gFfwMBcr Hyomi Jie

Portfolio manager Talib Sheikh provides an update on recent positioning moves within Fidelity’s multi asset income range, highlighting the increased exposure to defensive quality income equities. He also shines a light on how the team are viewing and responding to the macro environment. Find out more https://lnkd.in/gGmwNsmn

As the global macro environment becomes more uncertain - and recent volatility calls into question the leadership of mega-cap stocks - now could be an opportune time for investors to review portfolio allocations. Here, Fidelity Global Future Leaders co-portfolio managers James Abela and Maroun Younes explore how the global small and mid-cap segment offers investors attractive sources of diversification and returns. Watch or read more https://lnkd.in/gsbmwvkm

Our sustainability team provide an overview of the latest developments across the ESG regulatory landscape and outline the implications for investors. They discuss how the market has struggled with adapting to new labels under the UK Sustainability Disclosure Requirements (SDR) regime, despite considerable FCA engagement, and explore how climate transition plans are gaining traction around the globe. Read the summary here https://lnkd.in/g3zsCf6t

We remain in a late-cycle environment, which tends to bring positive returns for risk assets but with higher volatility. Central banks now need to prop up growth while cementing recent declines in inflation, all in the face of tight labour markets. Our approach to this tricky environment is to limit active risk in asset allocation, while tilting slightly risk-on via various ‘carry’ trades that benefit from lower interest rates. Find out how we’re allocating in this environment here https://lnkd.in/dtQ5nPiM

For investment professionals only. Capital at risk. Great to see high levels of interest and interaction in the EM equities workshop at our Inside Asia & Emerging Markets event today. Some key takeaways from portfolio managers Nick Price and Christopher Tennant: China - property remains weak, but valuations have come down significantly (despite the recent rally). Positive signs of capital returns to shareholders. Latin America - lots of opportunities, including asset and wealth managers operating in a nascent savings industry, and airport operators benefitting from higher passenger volumes. AI - remains a long-term demand tailwind for EM tech companies, which trade on more attractive valuations than DM peers. Get in touch with a member of our team if you would like more information! James Wardle #FidelityInsideAsia&EM

For investment professionals only. Capital at risk. Portfolio manager Hyomi Jie has just shared her takeaways from a recent trip to mainland China in this engaging workshop session at our Inside Asia & Emerging Markets event. She highlighted some of the consumption trends emerging from the Golden Week holiday period, and how to identify winners as sentiment towards China shows signs of improving. #FidelityInsideAsia&EM Anna Genda, FIA