Dislocation in financial markets can present some of the finest investment opportunities, especially in the often unpredictable asset class of emerging markets.
Fidelity Global Emerging Markets Fund portfolio manager Alex Duffy says this dislocation can be a point where good and bad companies really show their true colours.
Emerging markets are also at an inflection point and Duffy says the Fund's prudent capital allocation, which ultimately drives sustainable earnings growth in businesses, will see compound benefits over the medium-term.
In the accompanying article, we learn more about Fidelity's careful approach in the often unpredictable and volatile asset class that is emerging markets.