Is the commodities super-cycle over?

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Time to move on from commodities to global stock picking Morgan Stanley last week joined a growing list of big investment banks beating a partial retreat from commodities trading. Like

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Behavioural finance: Cognitive dissonance

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In any investment category there is invariably a broad spectrum of views, many of which are in outright opposition. This article by Nick Armet, Investment Director, Fidelity Worldwide Investment, looks

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Will ‘Abenomics’ work?

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A daring experiment is under way in the world’s second-biggest modern economy. “Abenomics”, formulated by a group of “reflationists”, is about firing “three arrows” at Japan’s economy with the aim

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Fund managers tip US to lead global recovery

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After a strong start to the year in equity markets, the US is widely tipped to be the star performer for the rest of 2013, a Fidelity Worldwide Investment (‘Fidelity’)

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China’s shrinking workforce has big repercussions

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  The coming years will be favourable ones for Chinese workers seeking hefty pay rises. A big contraction in the labour force will help their bargaining position no end, as

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China likely to maintain a ‘fine balance’

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The following Q&A was extracted from a Bloomberg interview in Hong Kong with Catherine Yeung, Investment Director. As the National People’s Congress gets under way in China this week, Catherine

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China: rising inequality poses a political and economic menace

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China’s now-disgraced ex-politburo member Bo Xilai revealed one of China’s most sensitive pieces of information just before he was ousted from his leadership role last year. No, it wasn’t a

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The US is imposing austerity

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Portugal’s President Anibal Cavaco Silva warns about the great threat his country faces; the spending cuts and tax increases imposed by Portugal’s rescuers. He warns that the austerity conditions tied

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Michael Bargholz joins Fidelity Worldwide Investment

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Fidelity Worldwide Investment is pleased to announce the appointment of Michael Bargholz as Senior Investment Director for Australia.  With over 25 years of industry experience at leading global investment houses,

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Eric Wang joins Fidelity Worldwide Investment

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Fidelity Worldwide Investment is pleased to announce the appointment of Eric Wang as Chief Operating Officer for Australia. Eric is an experienced strategist, with a strong operational background, who will

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