Fidelity's Greetham: What next for global growth?

GLOBAL GROWTH

clock • 4 min read

Trevor Greetham, director of asset allocation at Fidelity Worldwide Investment, explains why he starts 2013 in a positive mood.

Global stock indices posted double-digit returns in 2012 with Hong Kong and Germany the best performing major markets, and Japan and Spain the worst. Bond markets continued their steady progress with emerging market debt, high yield and Italian government bonds stand- out performers at the riskier end of the spectrum. Risk on/risk off will still be with us in 2013 but we are upbeat on the world economy and expect the trend to favour US and emerging market stocks. The shock caused by the failure of Lehman Brothers in September 2008 gave rise to what has been called the risk on/risk off...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Stories of the week: US tariffs, global markets and Rachel Reeves

Stories of the week: US tariffs, global markets and Rachel Reeves

Wealth managers reduce exposure to US assets; AllianceBernstein secures two SDR labels; Pennon Group most shorted UK stock

clock 04 April 2025 • 1 min read
Partner Insight: Amid market uncertainty private real estate can offer stability and income

Partner Insight: Amid market uncertainty private real estate can offer stability and income

Investors looking for shelter in a volatile economic climate will find an attractive entry point for private real estate, says Gracie Coburn, Assistant Portfolio Manager and Vice President of Nuveen Global Cities Strategy at Nuveen.

Gracie Coburn, Assistant Portfolio Manager and Vice President of Nuveen Global Cities Strategy at Nuveen
clock 03 April 2025 • 5 min read
The Big Interview: Franklin Templeton CEO Jenny Johnson on 'the three Cs' of takeovers, agentic AI and alternatives

The Big Interview: Franklin Templeton CEO Jenny Johnson on 'the three Cs' of takeovers, agentic AI and alternatives

Growing a global business

Katrina Lloyd
clock 02 April 2025 • 12 min read
Trustpilot
Loading page