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Everything from Fidelity International

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

From Fidelity International

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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04 Apr 2025

Fidelity International highlights investment opportunities within Asia’s Giants

From Fidelity International

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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27 Mar 2025

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

From Fidelity International

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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07 Mar 2025

What makes this China rally different

From Fidelity International

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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06 Mar 2025

Fidelity International’s 2025 Analyst Survey: New Regimes

From Fidelity International

Key findings Artificial intelligence’s big breakthrough won’t happen this year. 72% of Fidelity’s analysts expect AI to have no impact on their companies’ profitability this year. Fidelity analysts predict a

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26 Feb 2025

What is the performance of gold telling us?

From Fidelity International

The price of gold exceeded US$2,900 an ounce last week for the first time. Since October 2023, it has risen by more than US$1,000 an ounce. The price is three

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20 Feb 2025

Tech sector set for growth in 2025 as opportunities broaden out

From Fidelity International

The global tech sector is set for growth in 2025, as software and service businesses find more opportunities to monetise their products and services, and continue to adopt artificial intelligence

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12 Feb 2025

Cost of living pressures reveal different investment attitudes between generations

From Fidelity International

The higher cost of living is hitting many Australians hard but how they are reacting to it varies widely depending on their generational cohort, according to a new report by

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11 Dec 2024

Fidelity International appoints new director, institutional business

From Fidelity International

Fidelity International has appointed Maxine Kraut White to the newly created role of director, institutional business. She will be based in Brisbane and will report to Tim Connolly, head of

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11 Nov 2024

Fidelity International highlights bright spots in Asia: Investment opportunities in shifting market dynamics

From Fidelity International

A new rate cutting cycle – after the most aggressive rate hiking cycle from the U.S. Federal Reserve (Fed) in over 30 years – and fresh stimulus from policymakers in

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30 Oct 2024

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CPD: The case for Australian mid-caps – why quality is on sale
Share prices move every day. The underlying value of the businesses behind those prices does not move nearly as often, or as much. That distinction matters more than usual right [...]
CPD: Investment bonds revisited – understanding the fundamentals in a changing tax landscape
For many years, investment bonds have occupied a relatively small corner of the Australian investment landscape. While familiar to some advisers, others may have had limited reason to consider them [...]
CPD: Positioning portfolios for the next world order
Key takeaways The global system is becoming more fragmented and policy-driven, leading to more uneven and less predictable market outcomes. Geopolitical risk is now persistent, showing up not just in [...]
CPD: A review of the Code of Ethics (part one)
The Financial Planners and Advisers Code of Ethics (Code) has sat at the centre of adviser conduct in Australia since it became mandatory on 1 January 2020. This article, proudly [...]
CPD: Think your clients aren’t complaining? ASIC might disagree
Complaints are so big right now 2026 has been a big year for financial services complaints, and not just numerically. Certainly, the volume of complaints is noteworthy. AFCA data[1] released [...]