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Get a different view and a deeper understanding, with market commentary and helpful insights from our fund managers.

Coronavirus strikes – part 4 (The recovery, phase 1)

We have now been in the global coronavirus pandemic for around a year and a half and equity markets have mostly regained all their losses and triumphantly charged back to, or at least close to, their previous peaks. 

02 June 2021 | Paul Taylor
Chart Room: The crisis and opportunity in recycling single-use plastics

Chart Room: The crisis and opportunity in recycling single-use plastics

Close to 85 per cent of all single-use plastics are made from just 5 types of plastic polymers. Production of these ‘Big Five’ is forecast to continue rising for the next decade-plus, meaning global environmental imperatives and investment opportunities will both depend greatly on recycling.  

21 June 2021 | Velislava Dimitrova, Cornelia Furse
Equities outlook: Inflation tapering narrative becoming stronger

Equities outlook: Inflation tapering narrative becoming stronger

Fidelity International’s outlook from the Equities investment team.

18 June 2021 | Fidelity International

What is an Active ETF?

What is an Active ETF?

Understand more about how you can take advantage of Active ETFs.

Go to the Learning Hub
Inflation expectations

Inflation expectations

I don’t know any better than anyone else whether inflation will turn out to be a genuine problem, but I do know that it’s just about the most important question for us to be asking today.

16 June 2021 | Tom Stevenson
The war on plastic

The war on plastic

A key environmental issue today is the ‘plastic planet’. The current way we consume and use plastic, in a linear take-make-waste model, is unsustainable and if it does not change, will have catastrophic results on the environment. We look at the need for solutions, scope the size of the market opportunity that the plastic packaging crisis represents, technologies, and the long-term winners that can help save our planet.

15 June 2021 | Velislava Dimitrova, Cornelia Furse
Ten quality picks from an award winning PM

Ten quality picks from an award winning PM

After more than two decades working in funds management, James Abela has proved himself a force to be reckoned with. The portfolio manager's successful Aussie small and mid-cap strategy saw him take out Morningstar's fund manager of the year award three years running. And now, with a newly launched globally-focused fund under his belt, he's ready to take on the world.

10 June 2021 | James Abela
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