Green shoots supporting the long-term investment case for China

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Following a period of economic slowdown, China is engineering a ‘controlled stabilisation’ of its economy where stabilisation of growth is prioritised, rather than acceleration, in the short term. Recent green

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Fidelity International raises €200m with second real estate climate impact fund

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Fidelity International (“Fidelity”) has announced the launch of its second real estate climate impact fund, the Fidelity Real Estate Logistics Climate Impact Fund (the “LOGICs” fund, the Fund), successfully raising

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Fidelity continues to build fixed income capability in Australia with launch of new fund

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Fidelity International has launched the Fidelity Global Bond Fund in Australia, jointly managed by Rick Patel, Ario Emami Nejad and Daniel Ushakov. The Fund invests mainly in investment grade global sovereign bonds

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Have we found ourselves in a stock market bubble?

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History does not repeat, but it rhymes. I was reminded of this truism recently when I compared the recent stock market performance of Nvidia with that of Cisco Systems in

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Fidelity International highlights the growing need for Transition Finance and opportunities for Asia-Pacific

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2023 was the planet’s hottest year in recorded history, and Antarctic Sea ice coverage also dropped to a record low. With climate change one of the world’s most pressing risks,

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Ready for a reset: Fidelity International’s 2024 analyst survey     

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The past two years have been marked by a fear of how bad the first sustained economic slowdown since 2008 might become. Yet, according to Fidelity International’s (“Fidelity”) annual Analyst Survey[1], conditions

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What can investors expect in The Year of The Dragon?

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The Year of The Dragon, according to tradition, is associated with good luck, accomplishment and strength. As many investors in the region prepare to celebrate the Lunar New Year and

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Without a crystal ball, what are the possible scenarios for 2024?

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Making predictions is hard, they say, especially when they are about the future. One of the many truisms attributed to baseball player and popular philosopher Yogi Berra, this pearl is

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Fidelity International launches global long short fund in Australia

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Fidelity International has launched the Fidelity Global Long Short Fund in Australia, managed by London based Portfolio Manager Dmitry Solomakhin. The actively managed global equities fund adopts a long short strategy and

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Global mid-caps offer attractive returns for equity investors

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Investors seeking exposure to global equity markets shouldn’t ignore mid-cap companies which offer the opportunity for superior returns and superior risk adjusted returns, says Maroun Younes, co-portfolio manager of the

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