Article list

Everything from Fidelity International

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

From Fidelity International

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

continue reading

05 Dec 2023

Fidelity International launches global long short fund in Australia

From Fidelity International

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

continue reading

26 Oct 2023

Global mid-caps offer attractive returns for equity investors

From Fidelity International

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

continue reading

13 Oct 2023

Resilience, refinancing, and recession risk – Q4 investment outlook

From Fidelity International

Markets have proven resilient to the prospect of recession. But that they will continue to do so is far from certain. The final quarter of the year tends to portend

continue reading

29 Sep 2023

Assessing pockets of value in Asia

From Fidelity International

With China’s post-Covid recovery proceeding at a slower-than-anticipated pace and investors unsettled by broader macroeconomic uncertainty, portfolio manager of the Fidelity Asia Fund, Anthony Srom, demonstrates the value of active

continue reading

04 Sep 2023

Cautious optimism for China investors

From Fidelity International

Mainland China’s stock market has sold off sharply over the past month, and the renminbi has weakened against the dollar, nearing levels seen during the height of Covid-19 lockdowns. Investors

continue reading

28 Aug 2023

The case for Asian emerging market equities

From Fidelity International

Marty Dropkin, Head of Equities, Asia Pacific at Fidelity International, comments, “During periods of market volatility, the attractions of emerging markets can be overlooked. With valuations at multi-decade lows, this

continue reading

08 Aug 2023

Markets buying opportunities abound for careful stockpickers

From Fidelity International

While the impact of rising interest rates and inflation is still to be fully felt in the market, there are still pockets of opportunity for stockpickers within certain sectors, according

continue reading

26 Jul 2023

Rise of artificial intelligence underlines role of ESG analysis

From Fidelity International

The spectrum of risks arising from artificial intelligence (AI) is wide. On one end lie doomsday scenarios involving ‘super-intelligent’ AIs that their creators can’t understand or control. More potential immediate

continue reading

20 Jul 2023

Markets to oscillate between resilience and fragility – Q3 2023 investment outlook

From Fidelity International

As central banks remain hawkish on the back of persistent inflationary pressure, the likelihood of a soft landing is falling, in contrast to some parts of the market which are

continue reading

06 Jul 2023

FIRST 1...3 4 5 678 9 10 11...13 LAST

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]