The firm canvassed the investment opinions of 13 fund groups including Aberdeen, Investec, Jupiter, M&G and Neptune.
It found a general optimism about the outlook for global equities – in particular the US, which was highlighted as the leading investment theme this year by the majority of managers.
Here are some of the views of those interviewed by Fidelity, who all have a general tilt towards the US in their portfolio.
Gary Potter (pictured), head of multi-manager at F&C
"One of our investment picks for this year is the US. Quantitative easing and low interest rates, which are likely to remain for the foreseeable future, combined with the energy revolution, manufacturing renaissance and a pickup in the housing market, have provided the ingredients for US GDP to accelerate into 2014." "Whilst the market has had a good run of late, and the S&P 500 is close to reaching a record high, the US has lagged other developed markets, even since the current risk-on rally began in the middle of last year."
Performance of indices since June 2012
Source: FE Analytics
"Over the longer-term this is particularly stark when comparing the region to emerging markets: over the last 10 years, in US dollar terms the MSCI Emerging Markets index returned 376 per cent while the S&P 500 returned 99 per cent."
"Now is the time to start looking across the Atlantic, as the upside growth potential is currently looking attractive, as is the US dollar."
Jacob de Tusch-Lec, manager of the Artemis Global Income fund
"We've made good money, and want to re-invest that. Where? Asia and the US."
"We believe in a self-sustaining economic expansion in the US. We are playing the US recovery via a number of stocks, all catering to growth in US domestic demand: either via the housing market – such as housebuilder MDC – via general corporate activity like truck leasing company Ryder System – or via outsourcing and manufacturing activity, including Mexican real estate company Macquarie Mexico Real Estate Management."
"In our view these stocks offer attractive, growing and secure yields with the potential for good capital growth."
Mark Burgess, chief investment officer at Threadneedle
"We expect a relatively strong US economy, which should see significant benefits from likely energy independence. This favours dollar earners and US cyclical exposure in particular."
"We anticipate online retailing to grow further, at the expense of bricks and mortar, in a similar revolution to Wal-Mart's achievements in the 1990s relative to their traditional competition."
"We believe that consumption in the developing economies will remain robust, benefiting consumer-staple companies, retailers, banks and luxury goods companies."
Richard Peirson, manager of AXA Framlington Managed Balanced
"We are particularly attracted to the US economy despite its well-known government debt issues."
"The rapid development of shale oil and gas is transforming the competitive position of companies and we believe that an industrial renaissance is underway."
"Despite minimal economic growth in the UK and Europe their equity markets still look attractive to us, particularly because their leading companies operate globally and look set to benefit from faster growth in the US and emerging economies."
Richard Lewis, head of global equities at Fidelity
"One of the key drivers for the US is the shale gas revolution which is resulting in low energy prices. This in turn is helping to re-industrialise the US."
"Furthermore, the US has always been a champion of innovation and looks set to continue to lead from the front in this area, which will further boost the economy."
Steven Andrew (pictured), manager of the M&G Episode Income fund
"In terms of geography, my greatest allocation is to US equities – at 20 per cent of the portfolio. The evolution of the macro data in the US has been consistent with an ongoing recovery at a decent pace." "This is especially visible in the housing market where data has been stronger than market expectations over most of the past six months."
"A more robust recovery becoming visible in the US than elsewhere, most notably in Europe, is consistent with observations of past financial crises and the extent to which subsequent recoveries are determined by the severity of write-downs accommodated in the downturn."