Fidelity Research Global Equites Fund receives ‘recommended’ rating from Lonsec 

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The Fidelity Research Global Equities Fund has been recognised with a ‘recommended’ rating from Lonsec, in its first report following the launch of the fund in late 2025 to offer... Read more continue reading

AI investment enters new phase as company performance becomes critical

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The artificial intelligence (AI) investment cycle has entered a more selective phase, with broad-based gains giving way to a sharper focus on individual company performance, according to Ben Arnold, investment... Read more continue reading

Finding value in volatility: 10 investment experts on where the opportunities are

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With geopolitical conflict driving energy prices higher, bond yields rising, tariff uncertainty persisting and artificial intelligence reshaping entire sectors, Australian investors are navigating one of the most complex environments in... Read more continue reading

Gold rush or fool’s gold? Three views on surging prices

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With gold prices rising to record highs over the past three years, investors have increasingly turned their attention to this ancient store of wealth. What is driving the rapid increases,... Read more continue reading

RBA: a bet each way

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Clearly next week’s March consumer price index report will be critical in evaluating the likelihood of a further increase in the policy rate when the RBA’s Monetary Policy Board next... Read more continue reading

Stagflation: Already a misused label?

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Stagflation has re-entered Australia’s macro vocabulary with unusual ease, but the label is doing far more rhetorical work than analytical work. In technical terms, Australia does not (yet) meet that... Read more continue reading

Fixed income managers rethink portfolios as valuations tighten in traditional markets

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Fixed income portfolio construction is undergoing a shift as historically tight valuations in government bonds and investment grade credit prompt managers to seek alternative sources of income and diversification. In... Read more continue reading

Fidelity International Australian equities market outlook

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“The Australian market has proven its resilience through a volatile year to date. The enduring effects of the US-Iran conflict will present yet another test of this resilience. The Reserve... Read more continue reading

Savers to pay the price in a debt era 

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Savers could bear the hidden cost of the developed world’s mounting debt burden as governments run out of easy ways to combat their leveraged balance sheets, Hugh Selby-Smith, co-Chief Investment Officer at Talaria Capital says. Selby-Smith says the global economy is moving from a three-decade... Read more continue reading

Super funds back on track for a credible return for FY26 despite March falls

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Sparked by the US-Iran conflict and renewed concerns around interest rates amid rising inflation, super funds experienced a significant pullback in March, with the median growth fund (61–80% growth assets)... Read more continue reading