The Federal Reserve is many things

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Ben Bernanke on January 28 and 29 presided over his last policy-setting meeting as chairman of the Federal Reserve, before leaving the central bank two days later. As expected, the

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03 Mar 2014

Are developed economies facing “secular stagnation”?

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Larry Summers, former economic adviser to the White House and Harvard professor, was Barack Obama’s first pick to be the new head of the Federal Reserve. Democrats blocked his ascension

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27 Feb 2014

Europe’s crisis response stirs danger of deflation

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Greece, as is often the case, is a bellwether for all that is going wrong in Europe. Among the latest woes for an economy that has contracted for six years

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31 Jan 2014

2014 could be another good year for equities

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Global stock markets had another stellar year in 2013 as the S&P 500 Index notched record after record. Investors are likely to remain well disposed to equities in 2014 due

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23 Jan 2014

The ‘Free Lunch’ Is Over – it’s time to get active in emerging markets

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The reasons to invest in faster-growing emerging markets remain compelling. However, the drivers of emerging markets are changing, which has consequences for the approach investors take. Rebalancing in the global

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15 Oct 2013

Fidelity’s Paul Taylor shares his Top 5 Tips with investors

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In an equities market where bottom-up stock picking is becoming increasingly important, Paul Taylor, Fidelity’s Portfolio Manager of the Australian Equities Fund, which celebrates its tenth anniversary this year, shares

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30 Sep 2013

The Next Big Test for Japan

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For years the challenge when talking about investing in Japan was to stop people’s eyes glazing over. Today, everyone wants to know where next for Tokyo. A week after the

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19 Sep 2013

Investing in demographics

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Identifying structural growth winners underpinned by demographic megatrends In this paper, we argue the equity market is less efficient at valuing companies benefiting from structural growth, which creates opportunities for

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30 Aug 2013

Investing in demographics – identifying the growth winners

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Demographics is the most resilient and significant investment driver of our time, providing investors with greater certainty than many macroeconomic themes and allowing them to identify companies likely to benefit

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26 Aug 2013