We invite you to watch our latest video featuring the portfolio manager of the Fidelity Global Equities Fund, Amit Lodha.
In it he explains how he narrows the opportunity set from 30,000 stocks to just 80-100 for his portfolio with the help of some 200 dedicated research specialists in Fidelity's global network.
He explains the risks and opportunities being posed by rapidly changing technologies and disruptive companies like Uber. Presenting his view of the world over the next three to five years, Lodha also reveals one stock which he believes is well positioned to win in the new economy.
The video and the accompanying article will be of particular interest to advisers who are looking to globally diversify their clients' equity exposure through a managed fund solution.