A new decade and what it means for your portfolio

Thu 02 January 2020 11:23 AM

Recent articles

As we enter the 2020s, there are signs of the end of globalisation, trade liberalisation and capitalism as we know it. Critical technology and demographic trends will arise, presenting both opportunities and threats for your portfolio.

In this thought-provoking conversation, Fidelity International Global Portfolio Manager Amit Lodha joins Gemma Dale to discuss:

Why equities still have value and why you need to reconsider the fixed income market
How political tensions affects how he positions his portfolios and how he’s adjusting, with a US election in 2020
Trends that will drive performance in the coming decade and one sector he predicts will thrive, and
How to assess the management of a company in a changing world.

Recent articles

How to build a portfolio scratch

One of the questions we most frequently get asked is how to build an investment portfolio. If you’re just starting out, or you’ve decided to review your portfolio, what are the key principles you can use to build a suite of investments you’ll want to hold for the long term?

15 January 2020

A new decade and what it means for your portfolio

2 January 2020

Equities for income – the best of both worlds?

A dividend bonanza in early 2019 has rewarded many income investors, however some have hurt badly with unexpected dividend cuts from former blue chips. So how to manage an income-focussed equity portfolio?

18 December 2019

How to value a company

One of the greatest challenges for any investor is determining the value of a company they wish to invest in – how good is the business model, and how much should you pay for it?

3 December 2019