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 by policymakers, yet my overall view is that the deal is not the game changer investors are looking for. Italy’s 120% debt-to-GDP (gross domestic product) […]

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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 growth opportunities via mergers and acquisitions, says John Ford, Asia Pacific Chief Investment Officer at Fidelity Worldwide Investment. Mr Ford says Asia will emerge stronger […]

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

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.  Ultimately the low return world view of earlier last decade was delayed for Australian investors by the cyclical rebound in growth assets into 2007. However, […]

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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 and next is expected to come from the developing world. The main downgrades to growth are all in the developed world. Citibank recently slashed its […]

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S&P/ASX Australian Fixed Income Index Series launched

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S&P Indices and the Australian Securities Exchange (ASX) today launched a comprehensive package of benchmarking tools for fixed interest investments in Australia: The S&P/ASX Australian Fixed Income Index Series. The launch of the S&P/ASX Australian Fixed Income Series will complement Australia’s official S&P/ASX Equity Index Series, providing a complete offering across the key asset classes […]

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The best performing shares over the past 20 years

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In these current uncertain times, investors are opting to leave more of their funds in cash rather than shares. However the fact remains that shares have out-performed all asset classes over the past 20 years. Since October 1991 total returns on Aussie shares have grown by 433 per cent or 22 per cent per annum. […]

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PFA says Portfolio Theory needs to be revised in relation to property exposure

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The Property Funds Association (PFA) has released data that suggests that current portfolio allocation theory needs to be revised to better address the current volatile market.  In the current market, Retirees are becoming increasingly concerned with the substantial and sharp reduction in their capital base, which is primarily the result of  exposure to highly liquid […]

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CommSec Chart Pack

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Financial markets have been volatile over recent weeks. And sometimes it pays to sit back and look at the bigger picture – whether it be a matter of weeks, months or years. Attached is a collection of charts covering sharemarkets, interest rates, currency markets and commodity markets provided by CommSec.

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PIMCO holds second Retirement Income Forum

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Institutional super funds should consider offering longevity risk solutions to retain members and address one of the most complex and challenging risks retirees face, according to attendees at a recent Retirement Income Forum (RIF) convened by leading bond fund manager PIMCO. The forum, held in Melbourne and Sydney, was the second in the RIF series […]

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Mega trends for investors

The day-to-day noise surrounding investment markets can be very distracting, making it hard for investors to see the wood for the trees. This is particularly the case with the Global Financial Crisis and its aftershocks continuing to roil markets at a time when investors are getting bombarded by more and more conflicting information flows. As […]

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