Investment Insights - Page 2

Yanni Angelakos, Head of Investment Insights, Nasdaq Capital Access Platforms Mike Cho, CFA, Senior Research Analyst, Nasdaq Capital Access Platforms Tony Kristic, Senior Research Analyst, Nasdaq Capital Access Platforms   Key Points

Markets are noisy, but opportunity remains. Focus on three things: Growth, Income and Diversification. Geopolitics and the energy supply shock are driving volatility. You need to be more selective in finding growth

Before investing, consider the funds’ investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully. 1. Based on a comparison

Experiences and live entertainment: We also see opportunities in parts of the consumer economy that may become more valuable as AI-generated content becomes increasingly abundant. As digital content proliferates, scarce real-world experiences—live

Other underwriting factors that should be considered include: less cyclical industries, companies with stable or growing free cash flow, durable competitive advantages, strong management teams, and sponsors or owners with a record

The situation in the Middle East (with temporary shutdowns at major hubs in Dubai, Abu Dhabi and Doha disrupting travel across Europe, Asia and Australasia) arrived as a fresh test of confidence

Growing demand for new infrastructure, especially to upgrade supply chains and energy access, should also be supportive. Smaller companies, with their improved cost structures, will now be able to meet this demand

Yanni Angelakos, Head of Investment Insights, Nasdaq Capital Access Platforms Mike Cho, Senior Research Analyst, Nasdaq Capital Access Platforms Tony Kristic, Senior Research Analyst, Nasdaq Capital Access Platforms Volatility returns but base