Fidelity’s Dale Nicholls backs China consumption recovery despite underwhelming reopening
Initial expectations were ‘almost certainly too high’, but there are opportunities in particular sectors
Initial expectations were ‘almost certainly too high’, but there are opportunities in particular sectors
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Fundsmith Equity was the only active fund in the top 10 list
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Performance was boosted by ‘robust’ stock picking in the consumer space
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Asia small caps, energy, the Federal Reserve and deglobalisation are some of the areas touched on by industry experts in April
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‘In many ways, now should be India’s moment’
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Top performers and compelling newcomers in the spotlight
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‘Corporates can no longer depend on shareholder apathy to have company business waved through once a year’
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Managers from RLAM, Premier Miton, and Man GLG among latest additions
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Fidelity also improved gross year-on-year sales, as passive strategies won out in a tumultuous 2022
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As Richard Colwell’s departure also sees the CT UK Equity Income fund ejected
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Though total assets were down 9% on Q4 2021
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While Kris Atkinson will step up to lead manager, with Sajiv Vaid set to retire
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