Commentary
Opportunities may arise as valuations become more attractive during current volatility
Amid a maelstrom of market uncertainty fueled by U.S. tariffs and counterpunching by global trade partners, four Fidelity portfolio managers convened to discuss the implications, realities, and opportunities that are unfolding in a fluid and rapidly changing environment for portfolio managers who manage active strategies.
Key Takeaways
- Volatility can create opportunity.
- Patience is necessary to take advantage of opportunities as they arise.
- Diversification matters more when markets disconnect from fundamentals in unpredictable ways.
- Attractive valuations and stress on management teams will force hard but necessary business decisions
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Opportunities may arise as valuations become more attractive during current volatility
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