Aussie equity outlook – a flip-side to the down-side

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If the global economy slows, some Australian companies will still be in a comparatively good position. Some of the major macro economic concerns that have been with us for the

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What to look for now in global equities

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As the world keeps changing, so does the way you should look for investment opportunities around the globe. You do not always have to invest directly in emerging markets to

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What’s the most important aspect of equities to analyse?

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Think of Apple’s success and you credit the genius of Steve Jobs. Microsoft’s founder was the just-as-talented Bill Gates. News Corporation wouldn’t be what it is today without Rupert Murdoch.

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Insights and themes impacting Asia Pacific companies

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1.0 Introduction Fidelity International’s analysts, who are at the heart of Fidelity’s investment process, actively meet with and review over 90% of the world’s largest listed companies on behalf of

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Two thirds of Asian companies have strong balance sheets, finds Fidelity survey

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Solid performance with double digit sales and profit growth expected for Asian companies Inflation, US economy and regulation are key challenges Companies cashed up and potentially looking to spend Asian

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What’s ahead for Australian investors in 2011

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While there are many macro issues around the world affecting the markets, one of the world’s largest fund managers believe the outlook for the Australian market is positive, especially if

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Investment Outlook for 2011 from Fidelity’s portfolio managers around the globe

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Decoupling of emerging markets from the developed world is likely to dominate 2011 Bullish for emerging market equities and commodities ASSET ALLOCATION Trevor Greetham, Director of Asset Allocation Growth among

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