Get a different view and a deeper understanding, with market commentary and helpful insights from our fund managers.
China's economic destiny: Choose your own adventure
How China develops over the next decade will have huge global ramifications. What does it mean for the rest of the world if China becomes the world’s preeminent economic superpower? Alternatively, what does it mean if China gets stuck in the middle-income trap?
The only certainty in investing is uncertainty
It is sometimes said that markets hate uncertainty. This is not strictly true. Uncertainty is a key feature of markets - it creates the tension between buyers and sellers that sets prices. Without uncertainty there is no market. What we can say is that rising uncertainty tends to depress prices and vice versa. Whether you love or hate uncertainty depends, therefore, on whether you are a buyer or a seller.
Podcast: The world in 2029
Our picks
Trade tariffs: assessing the real impact
The seeds of discontent
2019 outlook: Australian Equities
2019 outlook: Emerging markets Asia
The face of change
Asset allocation view
"Given the heightened volatility in markets, we believe that now is the time to be active in every sense of the word." Our international experts provide their views on asset allocation and a short outlook for investors.
Emerging markets - worth another look
Fidelity recently launched our first active ETF. Managing Director Alva Devoy speaks to Portfolio Manager Alex Duffy about his approach to investing and why Australians should consider an allocation to emerging markets.
The January effect
India's interim budget on expected lines
Podcast | Managing volatility – Strategies for 2019
Are we in a new volatility regime?
Podcast: Managers become buoyant despite dismal data
