In the 25 years since the Fidelity Funds – Global Technology Fund was launched, there have been tectonic shifts in the technology landscape. Through these shifts, Fidelity’s strong proprietary research and access to industry specialist resources has allowed us - and continues to allow us – to form what we believe is a deeper, more nuanced take on opportunities and challenges, as we look to sort the fundamentals from the nois...
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In this issue of Fidelity Focus, Christopher Wong, Fidelity International’s Client Portfolio Strategist, speaks about the market volatility that is expected to remain. The US Fed’s move at its September meeting kicks off a rate reduction cycle, which could mean changes in market dynamics. He highlights three areas that investors can consider to potentially benefit from this.
From YouTube
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The labour market has pushed the Fed into more aggressive action. What it does next still hangs in the balance.
By Fidelity International Global Macro & Asset Allocation Team
What happened
In what was a hotly contested meeting, with markets split between a 25 versus 50 basis point start to the cutting cycle, the Federal Reserve ended up going big, cutting rates by 50bp. This was more than we and consensus expected but ultimately broadly in line with market pricin...
By Fidelity International Global Macro & Asset Allocation Team
What happened
In what was a hotly contested meeting, with markets split between a 25 versus 50 basis point start to the cutting cycle, the Federal Reserve ended up going big, cutting rates by 50bp. This was more than we and consensus expected but ultimately broadly in line with market pricin...
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In this month’s issue of Fidelity Focus, Christopher Wong, Client Portfolio Strategist, delves into market volatility in August, what's next for investors and opportunities for investors amdist this environment.
From YouTube
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Predicting which way the stock market will swing after a White House campaign has been a fool’s game historically. Track the broader factors driving company fundamentals instead.
In the past 60 years, only two US presidential election years have brought with them a drop in Wall Street’s main index: in 2000, when the dotcom bubble had just burst, and in 2008, when sub-prime mortgages had done worse. Neither had much to do with politics.
There is some differe...
In the past 60 years, only two US presidential election years have brought with them a drop in Wall Street’s main index: in 2000, when the dotcom bubble had just burst, and in 2008, when sub-prime mortgages had done worse. Neither had much to do with politics.
There is some differe...
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The beginning of the month reminded us that stock markets don’t go up in a straight line. There are now good reasons to expect a broader range of sectors will start playing a role in driving equities higher.
By Niamh Brodie-Machura, Co-Chief Investment Officer, Equities
It’s possible that investors will remember the summer of 2024 as the turning point, the beginning of the end, the moment things started to unravel. But take away the...
By Niamh Brodie-Machura, Co-Chief Investment Officer, Equities
It’s possible that investors will remember the summer of 2024 as the turning point, the beginning of the end, the moment things started to unravel. But take away the...
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Central banks, notably the US Federal Reserve (Fed), are expected to lower interest rates in the closing months of 2024, which will inevitably affect fixed income markets. At Fidelity International, we think that income-seeking bond investors will, therefore, need to reassess their allocations to the asset class and position their portfolios for a shifting policy landscape.
- Policymakers need to be forward-thinking and adjust borrowi...
- Policymakers need to be forward-thinking and adjust borrowi...
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By Hyun Ho Sohn, Portfolio Manager
Surie Radhika, Investment Director
We have seen increased volatility in markets as a confluence of changing expectations on economic growth, interest rates and mega-cap technology earnings in the US (combined with an unwinding of a Japanese yen carry trade in Japan) have shaken investor confidence. Market volatility has been exacerbated by the unwinding of a crowded trade, hedge fund de-risking and passive moves.
Looking at te...
Surie Radhika, Investment Director
We have seen increased volatility in markets as a confluence of changing expectations on economic growth, interest rates and mega-cap technology earnings in the US (combined with an unwinding of a Japanese yen carry trade in Japan) have shaken investor confidence. Market volatility has been exacerbated by the unwinding of a crowded trade, hedge fund de-risking and passive moves.
Looking at te...
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