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Financial 2017 year in review 

A business update from Alva Devoy, market insights of the past year and outlooks from our investment experts. 

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Source: Morningstar

Latest investment insights

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

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
New 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 week to be thinking about risk
New A good week to be thinking about risk

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

Are the markets running on borrowed time?
New 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.

Has it ever been so risky to be safe?
Has it ever been so risky to be safe?

When is a tech boom not a tech boom?

A (little bit) of cash is king
A (little bit) of cash is king

Markets have been almost unnaturally calm, shrugging off domestic political and geo-political uncertainty. 

Lessons from the Asian financial crisis
Lessons from the Asian financial crisis

July marked the 20th anniversary of the Asian financial crisis. What are the lessons?

More growth to come from Asia
More growth to come from Asia

Asia's emergence over the last decade has clearly had a major impact on the global investment landscape. 

Outlook for Asian Equities
Outlook for Asian Equities

The macro environment and the inclusion of A-shares in the MSCI Emerging Markets Index is set to boost optimistic investor sentiment towards China. 

Tech companies won’t lead the auto revolution
Tech companies won’t lead the auto revolution

Where should investors be looking in order to get in on the ground floor of the next automotive revolution?

Our investment experts' outlook
Our investment experts' outlook

How are Australian, Global and Asian equities positioned for the rest of 2017? 

Asset class outlooks: Cautious optimism…
Asset class outlooks: Cautious optimism…

The bull market is intact but beginning to look stretched; Earnings growth is underpinning equity markets for now - Europe most attractive; China and inflation are the key factors to monitor. 

Why is 2017 an extremely important year for China?
Why is 2017 an extremely important year for China?

2017 is an extremely important year for China. Fears about China’s economy are shaking global markets and capital is leaving the country at an unprecedented price.

Could China's stock market become a lot more transparent?
Could China's stock market become a lot more transparent?

Last week, MSCI lifted the lid just a fraction on the hidden world of China's A-shares. 

MSCI decides to include A-shares
MSCI decides to include A-shares

MSCI announced early this morning the decision to include A-shares into its global indices.

A-share MSCI announcement
A-share MSCI announcement

In this article, Jing Ning, Portfolio Manager - Fidelity China Fund, shares her thoughts on A-shares and her outlook for Chinese markets.

Why is Apple Amit's largest holding?
Why is Apple Amit's largest holding?

The Fidelity Global Equities Fund has delivered 16.49%* year to date.

How far will we go to gain conviction?
How far will we go to gain conviction?

“In periods such as the Global Financial Crisis (GFC), when it comes to stock selection it is all about the balance sheet”

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.