Special: Market Perspectives – updates from Fidelity portfolio managers
18 March 2020
As concerns around the impact of the ongoing Covid-19 coronavirus outbreak are felt globally, investors are grappling with heightened market volatility. Central banks have been quick to respond but is enough being done to shore up already fragile markets?
Fidelity has issued a series of recordings of calls with portfolio managers spanning the breadth of its investment capability around the world, to offer timely perspectives on markets and the potential impact on portfolios.
Please follow this link to go to the landing page which includes recordings and summaries of the calls that have already taken place, as well as the opportunity to register for upcoming calls over the coming days.
Calls accessible now include:
Nick Price – Fidelity Emerging Markets Fund
Alex Wright – Fidelity Special Situations Fund
Eugene Philalithis – Fidelity Multi-Asset Income
Anthony Srom – Fidelity Asia Pacific Opportunities Fund
Bertrand Lecourt – Fidelity Water & Waste Fund
Wen-Wen Lindroth – Global Macro
UK Fixed Income Team – Fixed Income
Upcoming calls include:
Paul Greer – Fidelity Emerging Market Debt Fund
Dan Robeerts – Fidelity Global Dividend Fund
Teera Chan-pongsang – Fidelity Asia Fund
Fidelity CIOs – Andrew McCaffery, Romain Boscher, Steve Ellis
Angel Agudo – Fidelity American Special Situations Fund
Jeremy Podger – Fidelity Global Special Situations Fund
Jochen Bauer – Fidelity Asian Dividend Fund
Alex Duffy – Fidelity Emerging Markets Focus Fund
Suranjan Mukherjee – Fidelity Asian Special Situations Fund
Investors should note that the views expressed may no longer be current and may have already been acted upon. Past performance is not a reliable indicator of future returns. Reference to specific securities should not be construed as a recommendation to buy or sell these securities and is included for the purposes of illustration only. The value of investments in overseas markets may be affected by changes in currency exchange rates. Investments in small and emerging markets can be more volatile than other more developed markets. Funds which invest in smaller companies can carry a higher risk because the share prices may be more volatile than those of larger companies. Some funds can use derivatives with the aim of risk or cost reduction or to generate additional capital in line with their risk profile. In such situations performance may rise or fall more than it would have done otherwise, reflecting such additional exposure. Funds with concentrated portfolios may also have the potential of having high volatility. Some equity and fixed income funds take their annual management charge from capital and not from the income generated by the fund. This means any capital growth in the fund will be reduced by the charge. Capital may reduce over time if the fund’s growth does not compensate for it. The price of bonds is influenced by movements in interest rates, changes in the credit rating of bond issuers, and other factors such as inflation and market dynamics. In general, as interest rates rise the price of a bond will fall (and vice versa). Bonds with a longer time to maturity are generally affected to a greater degree. Investments into Fidelity’s funds should be made on the basis of the current prospectus (if available) and the key information document. These documents, together with the current annual and semi-annual reports, are available in the ‘Documents’ section of each Fund’s online factsheet.
The value of investments (and the income from them) can go down as well as up and you may not get back the amount invested. Past performance is not a reliable indicator of future returns. Investments into Fidelity’s funds should be made on the basis of the current prospectus (if available) and the key information document. These documents, together with the current annual and semi-annual reports, are available in the ‘Documents’ section above.
© FIL Limited 2020
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