2012 Outlook

• Equities

  2012: Another year of living dangerously

  Dominic Rossi, Global CIO, Equities
  The eurozone crisis should enter the final phase in 2012. However, it will be a difficult year for investors. Investors should focus on high income stocks and increase their exposure to emerging markets. More
  
  More views: Outlook for Europe , Views on Asia in 2012

• Fixed Income

  2012 Threats and Opportunities

  Andrew Wells, Global CIO, Fixed Income
  2012 will be challenging for investors.However, managers can exploit situations where sentiment becomes detached from fundamentals. Andrew sees opportunities in high yield bonds and believes that investors will see emerging market bonds as a structural, rather than tactical, allocation. More
  
  More views: High Yield: High Hopes for 2012,Outlook for FF - Asian High Yield Bond Fund

• Asset Allocation

  Outlook 2012: Proceed with caution

  Trevor Greetham, Director, Asset Allocation
  We enter 2012 as defensively positioned as we were in 2008. We favour bonds over equities and commodities. Within equities, we favour the US and Swiss markets, which have relatively defensive attributes. More

• China

  Outlook for China in 2012

  Anthony Bolton, President, Investments
  Martha Wang, Portfolio Manager, FF - China Focus Fund
  Raymond Ma, Portfolio Manager, FF - China Consumer Fund
  The next 12 months should be a defining moment for Chinese investment when investors realise the economy is not about to collapse and the tightening period is over. More

Outlook for China 2012

View video

Sabita Prakash
Head of Asian Fixed Income

Sabita discusses her views on the Asia Fixed Income asset class View video

Ian Spreadbury
Fund Manager, Fidelity Strategic Bond Fund

Ian talks about the outlook for bond markets in 2012 View video

Trevor Greetham
Asset Allocation Director and Portfolio Manager, Investment Solutions Group

While Trevor is cautious about 2012, he finds the US and emerging markets relatively attractive View video