Are dividend yields sustainable?

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With declining bank term deposit rates, there has been increasing interest in dividend yields as a source of income for investors. But how do you determine how sustainable dividend yields

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Does the January effect signal a good year for equities?

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Ben Graham, Warren Buffett’s mentor and the father of modern share analysis, explained the ups and downs of the market to his students like this – he told them to

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Should you buy Australian equities now?

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Some of the best times to buy are when you don’t feel like buying, says fund manager Fidelity Worldwide Investment. When you compare asset classes, Australian equities are looking better

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Global and emerging market outlooks for 2012

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What is the outlook for global versus emerging markets? Amit Lodha, Portfolio Manager of the Fidelity Global Equities Fund – “I expect global economic growth to remain muted in 2012,

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2012 outlook for China in the ‘year of the dragon’

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The China investment team at Fidelity Worldwide Investment is optimistic about Chinese equities in the new Chinese year. While the Chinese economy is expected to slow to around 8% in

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Enter the (year of) the dragon!

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Will Asian economic growth translate to growth in equity prices in the Chinese New Year of the dragon? “We think it will,” says David Urquhart, Portfolio Manager for the Fidelity

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What’s the best asset allocation for 2012?

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We are experiencing a second round of the global financial crisis, says Trevor Greetham, Director of Asset Allocation at Fidelity Worldwide Investment. The first round was caused when banks and

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2012…a technical view of what’s ahead

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Despite a recent bounce back, the overall performance of global equity markets in 2011 has been poor. Weakness has been very broad based with just a handful of the MSCI

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What do the world’s CEOs think is ahead for 2012?

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A recent Fidelity Worldwide Investment survey of CEOs of global companies found they are most concerned about government intervention and intrusive regulation; moreso than inflation, wage costs, pricing issues or

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Outlook for fixed income 2012

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The eurozone sovereign bond crisis is playing out at an alarming pace as markets attempt to periodically force the hand of policymakers. “This is a pattern that is likely to

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