Fidelity International

Fixing an overheating economy

Matthew Jennings, Investment Director at Fidelity, analyses the factors behind the recent outperformance of value over growth in the UK - despite value lagging globally

PARTNER INSIGHT: Leigh Himsworth, portfolio manager of the Fidelity UK Opportunities Fund, assesses whether it is a mistake to read too much into the high street's recent weakness.

PARTNER INSIGHT: Alex Wright, portfolio manager of the Fidelity Special Situations Fund and Fidelity Special Values PLC, explains how he has had to adapt to changing market conditions in order to stay ahead of the market.

PARTNER INSIGHT: Portfolio manager Alex Wright discusses some of the challenges associated with investing against the tide of opinion, while revealing how it can provide a very favourable risk-return profile when executed successfully

Improving access to information a key step

INDUSTRY VOICE: 'Animal spirits' is the term John Maynard Keynes used in his 1936 book 'The General Theory of Employment, Interest and Money' to describe the instincts and emotions that ostensibly influence and guide human behaviour, for example: consumer...

PARTNER INSIGHT: Japanese equity valuations remain attractively valued relative to the rest of the world. As shareholder friendly reform gathers pace, where are the opportunities for active managers in Japan over 2018?

PARTNER INSIGHT: Fidelity portfolio manager Jeremy Podger reviews three key areas that have driven global equities in recent times. He assesses whether these trends may now have run their course and how he is positioning for what happens next.

Second instalment of series