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Fidelity Perspectives

July 2015

Embracing the dividend: Shareholder-focused culture supports equity income strategies

Are companies wise to spend so little on capital investment, and so much on shareholder- friendly actions? In this economic cycle, capital expenditure has been unusually low almost everywhere, while M&A activity and share buybacks are making headlines and dividend payments have held up strongly.

July 2015

Multi asset income outlook: July 2015

Global growth looks set to continue for the remainder of 2015, underpinned by a supportive environment of accommodative monetary policy and, for the moment at least, low inflation. Such an environment poses particular challenges for income investors, with record-low yields across many asset classes and markets focussing on the timing of the first interest rate rise from the US Federal Reserve for nine years. Fed policy will be a key concern for investors alongside unfolding developments in Greece, the continuing Russia-Ukraine conflict and the outlook for China. For now at least, the search for income takes place in the context of cautious risk management.

May 2015

European Equities Quarterly

Paras Anand, Head of pan-European Equities, provides a quarterly look at the key drivers of the European equity markets, focusing on the conundrum of negative interest rates, how technological progress affects valuations, and the risks of passive investing.

May 2015

The Age of Income

Since the financial crisis, investors' hunt for income has intensified, pushing down yields across many asset classes. In the continuing environment of excess global capital, low growth, low interest rates and population ageing, demand for attractive income sources is likely to remain strong in the years ahead.
This perspective takes a look at income investing across the three major asset classes of equities, fixed income and real estate, before also considering the multi-asset context.

Fidelity Webcasts

  • US equities to maintain upward trend in 2015

    Dominic Rossi

    Global Chief Investment Officer, Equities

  • Global fixed income market outlook

    Andrew Wells

    Global Chief Investment Officer, Fixed Income, Solutions and Real Estate

  • Good opportunities in Asia still exist

    Dale Nicholls

    Portfolio Manager, Asia-Pacific Equities

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