Navigating the Polycrisis, Part II
Fidelity International Chief Investment Officer Andrew McCaffery lays out the company’s Q2 2023 Outlook and highlights three key themes they expect will dominate this quarter.
Read More
Why ‘Nature Positive’ Will Be as Big as ‘Net Zero’
The world has lost almost 70 per cent of its wildlife population since 1970; how much we can preserve of the rest may depend on the COP15 summit, currently underway.
Read MoreFTX founder arrested in the Bahamas: ASX up 0.65% at lunch
Lauren Hayes from Finance News Network with all the news from today’s morning trading session on the ASX.
Read MoreMarkets Could Be Poised to Bounce – What Next?
If, contrary to consensus, you’re optimistic we are at or near the bottom for shares, Fidelity has some thoughts about which assets might do best in the recovery that follows.
Read MoreOutlook 2023: An investor’s guide to the year ahead
In their annual Investment Outlook, Fidelity International’s asset class experts offer comprehensive consideration on how to navigate the various markets in 2023.
Read MoreThe Benefits of Having a Regular Savings Plan
Trying to time the market can be a stressful exercise that even the experts find difficult – investing regular amounts every month helps take the guesswork out of it.
Read MoreAre Technology Stocks Set to Turn Higher?
Fidelity explains why they are starting to think the tech sector looks inexpensive compared both to its own history and the rest of the stock market.
Read MoreFidelity Future Leaders Fund ‘Super’ Series: Defensives
Fidelity’s James Abela and Monique Rooney explore some of the current themes, risks and opportunities, portfolio considerations, and the long-term winners in ‘Defensives’.
Read MoreFidelity Future Leaders Fund ‘Super’ Series: Financials
Fidelity has produced a series reviewing the ‘super’ sectors of the Australian ASX300 excluding the ASX50 stocks. In part three, James Abela and Monique Rooney look at ‘Financials’.
Read MoreFidelity Future Leaders Fund ‘Super’ Series: Cyclicals
Fidelity has produced a series reviewing the ‘super’ sectors of the Australian ASX300 excluding the ASX50 stocks. In part two, James Abela and Monique Rooney look at ‘Cyclicals’.
Read MoreCapturing Long-Term Growth in Underlying Structural Trends
In an inflationary economic environment, investors will be thinking about how to protect their purchasing power as the cost of living rises. Fidelity has a few ideas.
Read MoreESG Ratings May Be too Simplistic
The decision to remove Tesla from the S&P 500 ESG index earlier this year made it clear that a single, data driven ESG rating cannot be everything at once.
Read MoreIn a Volatile Market, Diversification Is Key
In an uncertain market, diversification across asset classes, countries, sectors and regions is paramount. Fidelity looks at one method of achieving this: investing in Global Shares.
Read More4 Ways to Navigate Volatility
What really matters in volatile times is having a strategy to capitalise on the short-term ups and downs, while maintaining an exposure to the long-term benefits stock markets can provide.
Read MoreHow You Could Be Biodiversified
As the world finally wakes up to the increasing threat to biodiversity and natural capital, Fidelity believes investors have a crucial role to play – and a huge opportunity to seize.
Read MoreFidelity Future Leaders Fund ‘Super’ Series: Innovators
Fidelity has produced a series reviewing the ‘super’ sectors of the Australian ASX300 excluding the ASX50 stocks. In part one, James Abela and Monique Rooney look at ‘Innovators’.
Read MoreRunning Down a Coal Mine Could Beat Selling it
BHP’s decision to wind down its Mount Arthur coal mine rather than sell to a private buyer underlines how this strategy may beat divestment for real world carbon impact.
Read MoreDeep and Wide – Evaluating Sustainability Impact
Investors are now looking at sustainability through a different lens, trying to influence positive change by directing capital to address ESG challenges. Fidelity’s Jenn-Hui Tan with more.
Read More2021/22 Fidelity Year in Review: Global
Quality-focused stock picking remains critical led by a strong valuation discipline to find businesses that are positioned to withstand the current multiple macro-economic challenges.
Read More2021/22 Fidelity Year in Review: Australia
FY 2022 was a tough year with Inflation, interest rates and market volatility all on the rise and Covid still holding sway. Fidelity’s Paul Taylor explains why expectations are still bearish.
Read MoreAll Eyes on Consumers
Aneta Wynimko, Co-Portfolio Manager for Fidelity’s Global Demographics Fund, shares her key views on the current environment and the opportunities that are arising for the Fund.
Read MoreIs the US Bear Market Here to Stay?
June 2022 has seen the S&P 500 Index enter bear market territory, marking a 22% decline from its January peak. Where and when will the current dip end – if that is indeed what it is?
Read MoreHow Blockchain Can Revolutionise the Financial System
Another year, another burst of extreme crypto volatility. But, as Fidelity explains, the blockchain technology behind bitcoin and other digital assets continues to grow in importance.
Read MoreCorporates Weigh the Cost of Long-Term Russia Exits
Russia may be un-investable for years to come and many companies around the world will not do business with Putin’s regime again. For some, however, the devil is in the detail.
Read MoreThree Balancing Acts that Just Got Harder
As Fidelity’s Kate Howitt reports, endeavouring to counter the effects of the Covid era is a difficult balancing act, one made even more so by the current conflict in Ukraine.
Read MoreAnalyst Survey 2022: Sector by sector
Fidelity International’s investment experts have recently completed their annual analyst survey for another year. Here is a sector-by-sector breakdown of what those in the know feel are the key points to watch.
Read MoreThe Metaverse: Does it meta?
The buzz around the “metaverse” has gone into overdrive as the (virtual) reality draws closer and internet giants make big bets on its success. But is it all it’s cracked up to be?
Read MoreThe Implications of a Heating World
Climate change is the defining issue of our time and generation. If no action is taken to address climate change, what are the implications of a heating world for the year 2050?
Read MoreOpportunities in the Energy Transition
As we transition to a low carbon economy, a considerably large investment universe is starting to emerge. Fidelity identifies 8 key investment opportunities from within it.
Read More2022 Fidelity Outlook: Global Equities
James Abela and Maroun Younes, Portfolio Managers of Fidelity’s Future Leaders strategies, break down their outlook for global equity markets in 2022.
Read MoreThe Rise of Automation and Robotics
An ageing, growing population will amplify demand for goods and services around the world, creating exceptional opportunities in areas such as automation and robotics.
Read MoreShaping Investments for the Future
With significant demographic shifts occurring around the world, one useful approach for investors is to use demographic themes and trends as a compass for future investing.
Read MoreThe Benefits of Global Mid and Small Cap Investing
With a strong investment discipline and consistent approach, James Abela and Maroun Younes from Fidelity believe the global stage offers many opportunities to invest in tomorrow’s future leaders.
Read MoreDiversify Your Portfolio
An allocation to both Australian and global equities can bring investors a broader choice of investment opportunities, as well as reduce volatility and enhance potential portfolio returns.
Read MoreAfter the Selloff: What’s next for Chinese equities?
Fidelity’s Paras Anand looks at what might happen next in Chinese markets after the recent selloff due to the publication of regulations targeting education companies fuelled fears of deeper policy uncertainties.
Read MoreChina’s EV Industry Set for Even Faster Growth
Sherry Qin, a research analyst based in Fidelity’s Shanghai office, runs through China’s EV industry, which she believes could grow even faster than current estimations predict.
Read MoreWhy Active ETFs Continue to Shine
Exchange Traded Funds (ETFs) have been around for over 25 years and have been met with extraordinary demand. But what are Active ETFs? Alva Devoy from Fidelity has the answer.
Read More
