The investment implications of deglobalization and geopolitics
A megatrend driven by manufacturing and technology might create strategic opportunities that go far beyond the manufactured products themselves
Sammy Simnegar loves history and is a student of it. It was his major in his university days.
“I embrace the idea that history rhymes, but does not repeat,” Simnegar says.
Combined with his experience as an investment professional, Simnegar’s discerning eye for the underlying implications of complex global events allows him to unpack them and extricate potential investment opportunities.
Starting in 1998, his purview as a portfolio manager at Fidelity has spanned the globe, and has included real estate, U.S. banks, and emerging markets, and currently includes international—and U.S.-focused equity funds.
At the moment, he sees strong tailwinds around a multiyear theme tied to deglobalization and geopolitics—namely, a megatrend that ties together an odd couple…
Download the article to read more.
Investment & Retirement Products
Meet the unique financial needs of your clients with our diverse investment and retirement offerings.
Learn more
Fidelity Portfolio Quick Check®
Analyze, compare, and optimize your investment strategy in minutes with our free on-demand digital portfolio analysis tool.
Learn more