Fidelity Emerging Markets Limited (LON:FEML) is the topic of conversation when Amber Gordon, Associate Investment Director at Fidelity International, sits down with Chris Tennant, Co-Portfolio Manager.
In this insightful interview, Amber Gordon, Associate Investment Director at Fidelity International, sits down with Chris Tennant, Co-Portfolio Manager of Fidelity Emerging Markets Limited, to discuss the unique strategies and current positioning of their investment trust. They explore the portfolio’s investment philosophy, highlight the benefits of Fidelity’s extensive equity research team, and discuss recent research trips. Chris also sheds light on key themes in emerging markets, including FinTech, copper, and semiconductors, as well as the trust’s approach to short positions. Additionally, he shares his forward-looking outlook on the potential opportunities and challenges within emerging markets for the rest of the year.
