Search
[Home Slider] New website
[Home Slider] Kate Howitt

Fidelity Insights email

Get ahead of the game with investment insights, opinion and education - delivered direct to your in-box monthly

Sign up now

From the desk of Paul Taylor

Paul talks about the challenges the Fund has faced over the past 12 months and the recent reporting season results. 

Read more
Last updated
Refresh
Market closed
Market open
Source: Morningstar

Latest investment insights

From the Desk of Paul Taylor
New From the Desk of Paul Taylor

As we start to think about summer holidays and Christmas shopping we can look back on another strong year for equity markets

From the desk of James Abela
New From the desk of James Abela

Quality and momentum sectors have really been on a tear for the last 6-7 months, particularly global cyclicals and technology stocks.

From 'made in China' to 'created in China'
From 'made in China' to 'created in China'

China is well on its way to morphing from the ‘Factory of the World’ to ‘Laboratory of the World’. 

The eye only sees
The eye only sees

As investors, one of our most unhelpful psychological flaws is the desire to seek out information that reinforces our existing beliefs. So how do we avoid the pitfalls?

How are the banks fighting disruption?
How are the banks fighting disruption?

Banks are spending up on technology investment, with JP Morgan dedicating US$9B to technology each year. What can the big 4 Australian banks learn from their US counterparts?

China, India & Brazil - what’s hot, what’s not.
China, India & Brazil - what’s hot, what’s not.

Alex looks at some of the key regions in his Emerging Markets portfolio.  Facing unique challenges in each market, there are selective opportunities to be found.

‘My timing could not have been better’
‘My timing could not have been better’

Alva has been Managing Director for Australia for 12 months.  In this candid interview, she discusses why she’s enjoying having her hands at the wheel, what’s she’s learnt in past careers and her ambitions ahead for the business.

Investing in India
Investing in India

India is very attractively placed in today’s low growth environment. Medha discusses the changing demographic and structural drivers of growth in the country, and how from a portfolio perspective India may be able to drive income for investors.

Behavioural finance: Why is it so relevant in the field of investing?
Behavioural finance: Why is it so relevant in the field of investing?

Many of the mental shortcuts that have evolved over the millennia have helped humans survive and develop but tend to make us bad investors.

From the desk of Fidelity’s Amit Lodha
From the desk of Fidelity’s Amit Lodha

The micro drives the macro, which is what bottom up stock picking is all about. So what can we tease out about the macro from the micro?   

Political instability creating investment opportunities?
Political instability creating investment opportunities?

Does politics matter to investors? Read any market report and the answer might seem obvious. 

Q4 2017 investment outlook: Braver for longer…
Q4 2017 investment outlook: Braver for longer…

How long can the good times roll? The second-longest yet arguably most-hated bull market in post-war history just grinds on and on, while investors get more worried by the day. 

Interested in the growth story of emerging markets?
Interested in the growth story of emerging markets?

With a good macro backdrop and favourable currency movements, now is a good time to consider. 

From the desk of Kate Howitt
From the desk of Kate Howitt
Kate talks a2, WiseTech and investor sentiment in her reporting season wrap up. 
 
Small caps reporting season wash up
Small caps reporting season wash up

Reporting season is akin to a tsunami of information - as the tide recedes, fundamentals are laid bare in outlook statements and cash flows to reveal who has best weathered the storm.

From the desk of Paul Taylor
From the desk of Paul Taylor

Paul talks about the challenges the Fund has faced over the past 12 months, managing a growing portfolio, his views on Domino's, the recent reporting season results as well as the outlook for the Australian market ahead.

A good time to be thinking about risk
A good time to be thinking about risk

This is a good time to be thinking about risk. None of us will forget September 11 16 years ago when the twin towers were brought down. 

Are the markets running on borrowed time?
Are the markets running on borrowed time?

10 market peak signals - are alarm bells ringing? 

Pause for breadth: Are we in the era of the new ‘Nifty Fifty’?
Pause for breadth: Are we in the era of the new ‘Nifty Fifty’?

Market forces are driving a small number of stocks up.  Need we only focus on a handful of dominant global companies and to heck with the rest? 

India at 70
India at 70

India celebrates its 70th birthday this month. India is currently one of the 'stand-out' emerging market.

Video perspectives

View videos More Video updates from Fidelity's financial experts.

This website is intended to provide general information only and has been prepared without taking into account your objectives, financial situation or needs. You should consider these matters before acting on the information and consider the relevant Product Disclosure Statement for any product named on this website before making an investment decision.

© 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.