Insights from Fidelity's portfolio managers

Identifying compelling, multifaceted growth beyond AI

AI has emerged as the undoubted MVP of secular-growth drivers, and Fidelity’s Brian Chang is looking to score even bigger with stocks that also stand to benefit from other durable trends.

Making cents of small-caps in emerging markets

In the vast expanse of the global equity investment landscape, emerging-market small-caps often go unnoticed, yet Fidelity’s David Jenkins thinks they have a compelling story to tell.

Capitalizing on expected demand for alternative asset managers

Fidelity’s Daniel Kelley believes founder-involved alternative asset managers are poised to benefit from an improved economy, lower interest rates and rich demand for private securities.

Opening of new pipeline could grease profits for Canadian oil firms

A new pipeline in Western Canada is likely to ease a distribution bottleneck and lift the price of Canadian oil – and potentially the profits of the country’s oil producers.

Identifying compelling, multifaceted growth beyond AI

AI has emerged as the undoubted MVP of secular-growth drivers, and Fidelity’s Brian Chang is looking to score even bigger with stocks that also stand to benefit from other durable trends.

Digging in on AI-related investments

Fidelity’s Adam Benjamin is piling into AI-driven companies that have prospered as part of the technology’s “picks and shovels” phase while he watches for a cleaner view of the AI landscape.

Transforming carbon emissions into earnings growth

Fidelity’s Bill Kennedy thinks producers of industrial gas are especially well-positioned to capitalize on government-sponsored financial incentives that have ignited a wave of enthusiasm among businesses eager to shrink their carbon footprint.

Why warehouse properties pack a punch

Fidelity’s Bill Maclay unpacks his bullish view of industrial properties as growth in e-commerce drives a greater need for storage facilities.

Finding alternative investments in the floating-rate debt market

Direct lending, collateralized loan obligations and preferred securities offer compelling investment potential, says Fidelity’s Eric Mollenhauer.

Improved demand for paint should prime producers of titanium dioxide

Fidelity’s Emma Baumgartner is taking a fresh, new look at producers of titanium dioxide amid improved demand for architectural coatings and an expected rebound in existing home sales.

Navigating election-year uncertainty

With investors facing an unpredictable economic and political landscape, Fidelity’s Adam Kramer is remaining patient and looking to opportunistically take advantage of asset class mispricing.

New pipeline may flow more profit to Canadian energy firms

The recently completed expansion of the Trans Mountain Pipeline has enhanced Canada’s ability to transport crude oil, creating an investment opportunity among Canadian oil producers and energy service providers, says Fidelity’s Ryan Oldham.

The quest for electrifying gains in industrials

Surging growth within the industrials sector has been supercharged by the electrification of the U.S. economy and a boost from recently enacted legislation, says Fidelity’s Forrest St. Clair.

Novel weight loss drugs broaden the menu of investment opportunities

Fidelity’s Paul McElroy says there are many compelling ways to play the recent frenzy among stocks of weight-loss drug manufacturers.

Industrials may be a silver lining in a cloud of economic uncertainty

Fidelity’s Sammy Simnegar thinks industrial firms with secular-growth drivers offer compelling investment opportunity, even if the economy heads into recession.

Unlocking the potential of self-storage REITs

Now could be the time to consider self-storage REITs, as industry fundamentals may have bottomed, says Fidelity’s Steve Buller.

Surging data usage powers demand for wireless tower stocks

Rising mobile data usage around the world is signaling a compelling investment opportunity in wireless communication towers, says Fidelity’s Pranay Kirpalani.

The winds of change are blowing in IT spending

As corporate technology spending has receded, Fidelity’s Marc Grow has capitalized by emphasizing small-cap providers of tech services in advance of a potentially significant rebound.

Investing in chip stocks as beneficiaries of AI

As companies increasingly turn to generative artificial intelligence, Fidelity’s Asher Anolic expects that demand for powerful semiconductors and major software firms will be robust.

Social inflation: Insurers turn adversity into opportunity

As social inflation propels claim costs higher, a headwind for some insurance providers, Fidelity’s Fahim Razzaque is investing in those that can turn this dynamic into a competitive advantage.

Digging into agriculture stocks

As crop prices have declined, so too have the valuations of many agriculture stocks, creating what Fidelity’s Sean Gavin considers fertile ground.

Finding value among bonds in the financials sector

Financial companies, including large global banks and insurers, offer compelling opportunities for investment, says Fidelity’s Matt Bartlett.

Unearthing hidden gems in a post-pandemic world

As the fog of the pandemic lifts, Fidelity's Gabriela Kelleher is leveraging market discrepancies to invest in undervalued small-cap stocks.

Mega-cap banks poised to extend recent momentum

U.S. banks are likely in the homestretch of a long run, says Fidelity’s Matt Fruhan, who is seeking a strong finish from a trio of his favorites.

Insights from Fidelity's Portfolio Managers

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