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Our outlook for equities, bonds and alternatives

Fidelity's investment teams share their views on how different asset classes will fare in quarter 2. 

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Source: Morningstar

Latest investment insights

Far from up against a wall
New Far from up against a wall

As we close out the first quarter contrary to conventional wisdom, the top-performing stock markets have not been in the US, not even in a resurgent Europe…

Putting the perspective into politics
Putting the perspective into politics

How does today's uncertain political environment shape markets? Are we worrying too much about politics? 

The market remains out of sync with the Fed
The market remains out of sync with the Fed

The Fed raised rates by 0.25% on Wednesday, as expected. The two changes in the statement both referred to inflation, but do not indicate a policy change. What are David Buckle's thoughts?

Coming soon - A report with a difference
Coming soon - A report with a difference

Their survey provides an aggregate measure of sentiment based on that access as well as a wealth of proprietary analysis of the companies they cover.

The better bet: China or the US?
The better bet: China or the US?

Given the recent confirmation of a new all-time high for the Dow Jones, you’d think it was safe to assume the US was leading the pack since the financial crisis...

Asia - a political safe haven?
Asia - a political safe haven?

Asia has historically attracted a political and corporate governance discount to developed markets, but is this still justified today given recent events across the west?

Don't be fooled by low volatility
Don't be fooled by low volatility

Why is it falling?

Twitter: the harsh truth of post-truth?
Twitter: the harsh truth of post-truth?

Lacklustre quarterly results 

Observations from the middle seat
Observations from the middle seat

Amit Lodha looks at patterns, analogies and silvers linings to help deal with the complexity of current events.

The inconvenient truth
The inconvenient truth

There is a glass half full view of the Trump Presidency. The focus on infrastructure spending , tax reform and deregulation can take the credit for the S&P 500 hitting new highs

Still value in cyclical stocks?
Still value in cyclical stocks?

After the 2016 style rotation

Investment Clock
Investment Clock

Where are we?

Fierce, funny and feisty - Meet our new Managing Director
Fierce, funny and feisty - Meet our new Managing Director

Plans for the Australian business

Why look for value rather than growth in China?
Why look for value rather than growth in China?

China - Unique and policy-driven 

The Good, the Bad and the Ugly
The Good, the Bad and the Ugly

Alex Duffy comments on three current themes in Emerging Markets and examines their impact longer term.

Investment Clock in Overheat
Investment Clock in Overheat
2017 Asia Pacific ex-Japan Equities Outlook
2017 Asia Pacific ex-Japan Equities Outlook

Attractive on a number of measures. Our investment experts believe fundamentals, valuations and earnings momentum are heading in the right direction for the year ahead.

What can Trump do with the Republicans controlling both houses?
What can Trump do with the Republicans controlling both houses?
Mr Trump and Mr Market
Mr Trump and Mr Market

Does psychology hold the key?

Welcome to Shenzhen
Welcome to Shenzhen

From rags to riches

Video perspectives

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© 2017 FIL Responsible Entity (Australia) Limited ABN 33 148 059 009, AFSL No. 409340.
Fidelity, Fidelity International and the Fidelity International logo and F symbol are trademarks of FIL limited.

 

This document is issued by FIL Responsible Entity (Australia) Limited ABN 33 148 059 009, AFSL No. 409340 ("Fidelity Australia"). Fidelity Australia is a member of the FIL Limited group of companies commonly known as Fidelity International. Prior to making an investment decision retail investors should seek advice from their financial adviser. Please remember past performance is not a guide to the future. Investors should also obtain and consider the Product Disclosure Statements ("PDS") for the fund mentioned in this document. The PDS is available on www.fidelity.com.au or can be obtained by contacting Fidelity Australia on 1800 119 270. This document has been prepared without taking into account your objectives, financial situation or needs. You should consider such matters before acting on the information contained in this document. This document may include general commentary on market activity, industry or sector trends or other broad based economic or political conditions which should not be construed as investment advice. Information stated herein about specific securities is subject to change. Any reference to specific securities should not be construed as a recommendation to buy, sell or hold these securities. While the information contained in this document has been prepared with reasonable care no responsibility or liability is accepted for any errors or omissions or misstatements however caused. The document may not be reproduced or transmitted without prior written permission of Fidelity Australia. The issuer of Fidelity funds is FIL Responsible Entity (Australia) Limited ABN 33 148 059 009. References to ($) are in Australian dollars unless stated otherwise. © 2017 FIL Responsible Entity (Australia) Limited. Fidelity, Fidelity International, and the Fidelity International logo and F symbol are trademarks of FIL Limited.