Should you buy Australian equities now?

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Some of the best times to buy are when you don’t feel like buying, says fund manager Fidelity Worldwide Investment. When you compare asset classes, Australian equities are looking better... Read more continue reading

Can the rise in US equities continue?

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US economic data points to a broadening US recovery. Fourth quarter GDP growth has been revised up to 3%, US consumer confidence has risen sharply and the labour market is... Read more continue reading

Ultimate contrarian – should you invest in Europe now?

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European equities have been laggards since the financial crisis. One only has to read the news headlines to understand that the weight of the region’s debt hangs heavy around its... Read more continue reading

Where to now for global equities?

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As Australian investors expand their offshore holdings to take advantage of the buying power of the strong $A, we asked Amit Lodha, portfolio manager of the Fidelity Global Equities Fund,... Read more continue reading

Battle-scarred companies winning the fight – corporate profit season

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CommSec has assessed the results of 131 companies from the ASX 200 index that reported half-year (HY) results to December 2011 (results for the six months to December) and 24... Read more continue reading

The low return investment world 10 years on…

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A decade has now passed since I first wrote a note suggesting that we are coming into an environment of low and volatile investment returns. At the time I and... Read more continue reading

Are dividend yields sustainable?

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With declining bank term deposit rates, there has been increasing interest in dividend yields as a source of income for investors. But how do you determine how sustainable dividend yields... Read more continue reading

Are bonds in a bubble?

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Outside of the troubled countries in Europe, government bond yields in developed countries have fallen to generational and in some cases record lows. Reflecting the capital gains that are generated... Read more continue reading

Challenging times for small cap IPO market

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Small cap companies continued to provide the majority of initial public offering (IPO) activity in 2011, with an increased number listing during the year compared to the last three years. ... Read more continue reading

Equities good value but markets will probably underestimate the risks again

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Equities remain at attractive valuations, though not outstandingly so, but markets are almost certainly underestimating the risks to markets this year as they did in 2011, van Eyk Head of... Read more continue reading