Is Japan a good investment prospect?

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It was all over the headlines, but has since disappeared –  what’s happening to Japan’s economy now? Since the March earthquake, the Japanese economy has plotted a v-shaped recovery as... Read more continue reading

Are there now investment opportunities in Italy?

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... Read more continue reading

Investor focus on Asia changing

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Asia is gradually evolving from a cost centre to a profit centre in the eyes of global corporates, according to a Fidelity Worldwide Investment survey. About half [48.2%] of Fidelity’s... Read more continue reading

Gap in the ‘two-speed global economy’ likely to widen

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Asia more protected than Europe against further economic downturns, Asian corporates planning to invest more than those in Europe. Large Asian-based companies expect to employ more, spend more, and pay... Read more continue reading

Shares & the long term – how long is long?

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A few weeks ago after producing a graph showing shares outperform cash and bonds over the long term I was asked a question along the lines “if shares outperform other... Read more continue reading

Fidelity survey: corporate anxiety is paralysing economic recovery

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Corporate anxiety is paralysing economic recovery despite healthy balance sheets, says Fidelity survey. CEOs of global companies are more concerned about government intervention and intrusive regulation than they are about... Read more continue reading

Fidelity: comments on the Euro package

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The Euro package and what it means for investors Dominic Rossi, Global Chief Investment Officer of Equities at Fidelity Worldwide Investment, said “markets have reacted positively to the intent shown... Read more continue reading

Investment case for Asia not just about growth

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Asian companies with healthy balance sheets are in a strong position to weather the current market volatility, reward shareholders with higher dividend payments and share buybacks, and to look for... Read more continue reading

Oliver’s Insights: Outcome based investing – new ways of managing multi asset portfolios

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Almost a decade ago I thought we had come into a world of lower and more volatile investment returns, after the well above average returns of the 1980s and 1990s. ... Read more continue reading

In two speed world economy, one region provides two thirds of global growth

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We inhabit a two-speed economic world – and the growth differential between buoyant East and depressed West is getting wider. More than two thirds of all global growth this year... Read more continue reading