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.
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.
Equities outlook: Inflation tapering narrative becoming stronger
Fidelity International’s outlook from the Equities investment team.
Our picks
Understanding climate change in 2 minutes
Three stock picks for 2021
Finding value with Kate Howitt
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.
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.
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.
Scarcity drives opportunity
