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The top emerging markets opportunities to watch right now
Read our Q&A with Matt Williams to discover our emerging markets income equity positioning.
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Partner Zone
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Fidelity International | Market Minutes: Emerging Markets in focus
This update reviews market changes and outlook, Middle East conflict impacts on energy, inflation, growth, and highlights Brazil’s compelling investment opportunity.
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Fidelity International | Market Minutes: Rebalancing for resilience
Fidelity explores the SpaceX IPO and continued strength in the AI theme, while highlighting rising concentration risks and the case for broader exposure to enhance portfolio resilience.
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Baillie Gifford | Chaos, culture and the next great US companies
The American public’s tastes and habits are splintering. How will this affect US growth companies? Baillie Gifford’s Dave Bujnowski explains. Capital at risk.
Article
Chaos, culture and the next great US companies
The American public’s tastes and habits are splintering. How will this affect US growth companies? Baillie Gifford’s Dave Bujnowski explains. Capital at risk.
Article
Real-world infrastructure expertise in focus
See Aberdeen's infrastructure investments up close and explore their capabilities.
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Europe will be central to the next wave of AI winners
Marcel Stötzel, Portfolio Manager of the Fidelity European Fund and Fidelity European Trust, explains why Europe could prove to be one of the most overlooked AI exposures in global equities.
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Unlocking value with ETFs
Fidelity dives deeper into why value investing is evolving in today’s market environment and how it can be efficiently and effectively integrated into portfolio construction.
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Does a concentrated US demand a selective view?
Fidelity believes a more active approach to US equity investment could be needed.
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Seeking durable income amid uncertainty
James Durance, portfolio manager of Fidelity’s Global Income & Global Short Duration Income strategies, discusses how he is navigating an increasingly uncertain backdrop.