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Foreign Market Growth Strategies for Financial Advisors
Fidelity’s international portfolio managers identify investment themes they believe offer considerable growth in the coming years.
International Growth: Where We Have Conviction
Insights for advisors and other investment professionals
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Key Takeaways
- Fidelity international large cap growth portfolio managers identify the major investment themes they expect to drive accelerating revenue and earnings growth over the next several years.
- Among the compelling insights conveyed are:
- The growth of artificial intelligence and computing, and the strategic positioning of certain leading semiconductor-related companies.
- The growing demand for electricity, fueled by the “electrification of everything,” including electric vehicles, data centers and the onshoring of greener manufacturing.
- The global energy transition to cleaner fuel sources, such as renewable energy (e.g., solar and wind).
- Local brands taking back market share from large multinational companies in emerging markets.
- Undervalued defense companies with innovative products based in emerging markets.
- Severe underinvestment in fossil fuels and the growth potential of energy producers in the Canadian oil sand region.
- According to Fidelity Portfolio Manager Sammy Simnegar, “Some of the best companies around the world – whether it’s in the luxury space, AI, or the energy transition − happen to be international companies.”
- Fidelity Portfolio Manager Bill Bower: “If you are an investor, the world is your oyster, and you look around for the best opportunities. At Fidelity, we cast a wide net. ”
Learn more about the Fidelity’s international equity strategies managed by our featured speakers
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Views expressed are as of the data indicated, based on the information available at that time, and may change based on the market and other conditions. Unless otherwise noted, the opinions provided are those of the authors and not necessarily those of Fidelity Investments or its affiliates. Fidelity does not assume any duty to update any of the information.