Jeremy Podger

Fidelity's new hire Jeremy Podger has backed Google as one of several changes to the Global Special Situations fund, in spite of the sell-off following the tech giant's bungled Q3 earnings release.

Inflation in the emerging markets will rise further over the next three months followed by further tightening measures, while the US has seen a rapid rise in growth expectations, says Jeremy Podger at Threadneedle.