Stagflation is a key risk if US tariffs stay higher

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Inflation may become stickier and global economic growth could slow down if the US trade tariffs are imposed, but it is too early to tell whether the world will enter

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Fidelity International highlights Asia’s rise in global technology

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The launch of Chinese AI startup Deepseek has prompted new enthusiasm in who will be the “winners” within the global technology ecosystem. Amidst this evolving landscape, the current volatility has

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Shift in global dynamics an opportunity for mid-caps

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In recent decades, markets have predominantly been influenced by globalisation and the outperformance of large-cap stocks, particularly in the United States. However, recent trends suggest a potential shift as global

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Fidelity International appoints Zara Lyons as portfolio manager 

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Fidelity International has appointed Zara Lyons as portfolio manager within its Australian equities team. Zara is based in Sydney and will have responsibility as lead portfolio manager for the Fidelity

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US credit markets amidst rising volatility

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Rick Patel Since the recent market volatility, there has been concern that US Treasuries have not been acting as a hedge for equities. Whilst the intraday volatility in rates has

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Focus on high-quality amidst market volatility

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“At a time where market narratives are being dominated by heightened uncertainty amidst tariffs and the potential of a trade war, investors face a critical challenge: how to generate attractive

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Fidelity International research: Majority of Australians concerned about implications of inheritance

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With $3.5 trillion dollars expected to transfer between generations in the next 20 years as part of the great wealth transfer, many Australians expect to receive some form of inheritance

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Fidelity International highlights investment opportunities within Asia’s Giants

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Global markets have so far had a fairly rocky start to 2025. The US administration’s slew of policy initiatives to investigate various bilateral trade and investment relationships may pave the

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Women increasingly aware of importance of financial well-being but confidence continues to lag

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Women are increasingly aware of the importance of managing their financial wellbeing and taking steps to take control of their finances.  However, they continue to have less confidence in their

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What makes this China rally different

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Looking back at 2024, Chinese equities delivered strong returns, outperforming most equity markets outside of the US equity market. However, it certainly didn’t feel that way last year, as Chinese

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