Get a different view and a deeper understanding, with market commentary and helpful insights from our fund managers.
Six themes for the next five years in markets
In the second of the series we examine what the next five years could hold for equity investors and identify six key themes to watch. From disruption to de-globalisation, just how could these themes impact market leadership from here?
Demographics is driving demand for income
In an uncertain world, where interest rates are lower for longer, the hunt for sustainable sources of income continues. With growing numbers of baby boomers, who are living longer, the demand for steady income is only expected to intensify.
Volatility: 10 key messages for investors
Markets are subject to periods of event-related volatility during which can undermine investor confidence. Here are 10 key messages to help your client understand better understand volatility.
Our picks
The risk doesn't justify the reward
Podcast: The investor's guide to China:
What's driving performance in Asia
The outlook for Australian equities
Infographic: Asia
In the last two decades, Asia has become a powerhouse of the world’s economy, contributing more than half of global GDP. Led by China’s rapid growth, this trend is likely to continue, but what is the investment opportunity?
Why Kweichow Moutai
Kweichow Moutai has been the top contributor for the Fidelity Asia Fund for the last five years. Portfolio Manager Anthony Srom looks back to when he first discovered the stock and how it's managed to continually hit record highs.
The chart keeping the RBA up at night
This is the chart that keeps the Reserve Bank of Australia up at night. Despite two interest rate cuts to a record low of 1.00%, market expectations of future inflation have collapsed in August.
Myth-busting dividend imputation
The case for Asia
Four mega-trends shaping markets
Understanding what drives returns matters
Watch: Reporting season update
