All Articles tagged with 'Tom Stevenson'

You are in Posts tagged 'Tom Stevenson'

International commentary: What’s driving markets this week

From Fidelity International

“After months of policy turbulence and market swings, investors are pausing for breath. The August lull has come early, but shares are holding onto their rally since the April low.

continue reading

24 Jul 2025

What is the performance of gold telling us?

From Fidelity International

The price of gold exceeded US$2,900 an ounce last week for the first time. Since October 2023, it has risen by more than US$1,000 an ounce. The price is three

continue reading

20 Feb 2025

Investors have had a good 2024 – is that about to change?

From Fidelity International

If we were playing golf, we’d be taking a break at the Halfway House. So, as we head towards the end of June, it’s time to sit down with a

continue reading

01 Jul 2024

Is it time to sell the Magnificent 7?

From Fidelity International

Only a few weeks ago, a key question for investors was: ‘have I still got time to buy into the Magnificent 7?’ Fear of passing up the stellar returns delivered

continue reading

06 May 2024

Have we found ourselves in a stock market bubble?

From Fidelity International

History does not repeat, but it rhymes. I was reminded of this truism recently when I compared the recent stock market performance of Nvidia with that of Cisco Systems in

continue reading

27 Feb 2024

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

Investors should beware another false dawn

From Fidelity International

When the S&P 500 index closed above 4,292 on 8 June, it cleared a significant hurdle. It might look like an arbitrary number, but it marks the point at which

continue reading

26 Jun 2023

Is now the moment to get back into emerging markets?

From Fidelity International

Is now the moment to get back into emerging markets (EM)? Six months ago, you might have laughed at the suggestion. Russia might have been written down to zero in

continue reading

17 Apr 2023

What does the future hold for the next generation of investors?

From Fidelity International

For a couple of reasons, the recent publication of the Credit Suisse Global Investment Returns Yearbook had me thinking about my kids. The first is personal. The report’s launch was

continue reading

17 Mar 2023

Has the market seen something that the rest of us have not?

From Fidelity International

Like everyone else, I’ve been surprised by the market’s rally since its October low. Not so much that it happened, but when it arrived. I expected the market to turn

continue reading

16 Feb 2023

FIRST 12 3 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 [...]