30th April 2012

Fidelity fund manager webcasts - this week

This week we have webcasts from Amit Lodha, portfolio manager of Fidelity's Global Real Assets Fund, and Catherine Yeung, Investment Director at Fidelity Worldwide Investment.

Please find the details for these webcasts below.

Amit Lodha: Fidelity Global Real Asset Securities

Tuesday 1 May, 10am

During this webcast, global equity portfolio manager Amit Lodha will share his views on some of the themes driving markets today. He will outline where we are in the economic cycle and what this means for portfolio positioning and investing in real, tangible assets.

Catherine Yeung: Asia Pacific Equities Outlook

Wednesday 2 May, 10am

Catherine Yeung, Investment Director, discusses the investment environment in the Asia Pacific region. With the prevailing ‘risk on/risk off’ theme informing investment decision making, she will outline some of the possible resultant scenarios as well as taking a close look at the Chinese economy.

Investments

Registration

Free Registration and CPD

Rathbones Asset Management - The Sharpe End podcast: Fresh Intel

A month into Andy Burnham’s tenure as Prime Minister, the team are asking what he could possibly do to turn the UK economy and stock market around. Next, we explore the rally in software stocks, as improving growth expectations reignite enthusiasm for some names in the sector that many had written off just a year ago. Finally, this month’s stock spotlight is Intel – a company that helped build the modern technology industry and is now attempting an ambitious turnaround as a crucial beneficiary of the broad AI infrastructure build-out.

There's more to 'value' investing than valuations

Semantics matter. Words carry associations that can't always be neatly translated into a different cultural context. First impressions often determine whether investors are prepared to allocate money to an investment strategy.

Business Sentiment Tracker: Business confidence falls in Q2 2026

Business confidence has weakened in the second wave of YouGov's quarterly Business Sentiment Tracker, with businesses becoming less optimistic about the economy, their industries, and their own prospects.

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