Fidelity Perspectives
Fund Perspectives
Fidelity Funds - China Consumer Fund
China's Consumer Sectors to benefit from the upcoming policy easing
January 2012
The China consumer sectors should outperform in 2012 as they are less impacted by external factors and should benefit from the upcoming policy easing. Prudent stock selection will remain key to alpha generation and the manager will focus on identifying oversold, turnaround and sustainable growth companies.
Fidelity Funds – Asian High Yield Fund
Income accural buffers effect of volatility
September 2011
Bryan Collins, PM for the FF – Asian High Yield Fund explains why the asset class continues to be attractive for medium term investors.
Fidelity Funds - China Consumer Fund
China's Consumer Sectors set to Outperform in Times of Volatility
September 2011
Raymond Ma, the portfolio manager of the Fund, opines that China's consumer sectors is less likely to be impacted by the global economic downturn given the lack of exposure to international markets. He believes that consumer stocks are set to outperform in the medium term on the back of solid consumption growth and potential margin expansion.
Fidelity Funds - America Fund
Looking for value in a slow growth economy
August 2011
Adrian Brass, believes that despite the slow growth environment, there are US companies that continue to offer value and potential for growth. He also elaborates on how he has positioned the Fund in the recent months.
Market Commentaries
High Yield, an opportunity not to be missed?
October 2011
Valuations for the high yield asset class are again at odds with fundamentals and liquidity is the cause. This could present investors with an opportunity for very rewarding returns.
Is high yield high risk?
October 2011
The recent market volatility has negatively impacted the high yield asset class. This In Perspective reviews the fundamentals that underlie corporate issuers and explains why high yield can offer reasonable returns in both slow and high growth periods.
Navigating the headwinds to recovery
October 2011
US growth may have slowed significantly this year, but every cloud has a silver lining. In the midst of financial turmoil and sharp declines in confidence, data has begun to surprise on the upside again.
21st Century Investment Themes
Fidelity identifies 10 themes that seem sure to have a significant impact over the next few decades. But what are the investment implications?
Power-shift from West to East
This is a story of the resurgence of sleeping giants, of economic and industrial catch up, of a historic shift in wealth from West to East that will change the economic and investment landscape forever.
The Energy Complex
The world is built on energy. As we move towards renewable energy sources, the investment opportunities are significant and diverse.
Africa: The Next Big Thing?
Many investors are now looking to the African region as the next pure frontier emerging mark with vast investment potential.
Fidelity Webcasts
Investing in cash-rich Asia during uncertain times
November 2011
Medha Samant, Investment Director, believes that the strong cash positions of Asian corporates could mean higher dividend payouts and increased growth through M&A activities.
Harley Lank on US High Yield Fund
September 2011
Harley Lank talks about his dynamic approach to managing the FF - US High Yield Fund. He also reiterates his belief that over the long term, US high yield is one of the more attractive asset classes available to investors.