Amit Lodha

2018 outlook: Global equities

When considering what might cause surprise for investors in 2018, I think it’s prudent to look more closely at factors that are not currently causing concern.

From 'made in China' to 'created in China'
Amit Lodha

From 'made in China' to 'created in China'

China is well on its way to morphing from the ‘Factory of the World’ to ‘Laboratory of the World’. 

How are the banks fighting disruption?
Amit Lodha

How are the banks fighting disruption?

Banks are spending up on technology investment, with JP Morgan dedicating US$9B to technology each year. What can the big 4 Australian banks learn from their US counterparts?

Why we sold Amazon
Amit Lodha

Why we sold Amazon

Amit Lodha, Portfolio Manager Fidelity Global Equities Fund talks through his reasons why he has exited the position in Amazon even though he still loves the company.

From the desk of Fidelity's Amit Lodha
Amit Lodha

From the desk of Fidelity's Amit Lodha

The micro drives the macro, which is what bottom up stock picking is all about. So what can we tease out about the macro from the micro?   

Political instability creating investment opportunities?
Tom Stevenson

Political instability creating investment opportunities?

Does politics matter to investors? Read any market report and the answer might seem obvious. 

Q4 2017 investment outlook: Braver for longer...

Q4 2017 investment outlook: Braver for longer...

How long can the good times roll? The second-longest yet arguably most-hated bull market in post-war history just grinds on and on, while investors get more worried by the day. 

Pause for breadth: Are we in the era of the new 'Nifty Fifty'?
Alex Duffy

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? 

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? Maybe it is misleading to compare what's going on to earlier booms. 

Portfolio Update Fidelity Global Equities Fund
Amit Lodha

Portfolio Update Fidelity Global Equities Fund

What have been the recent winners of the Fund? Why is Apple the largest holding? What has Amit learned from disappointments? 

Tech companies won't lead the auto revolution
Fidelity's technology and automotive analysts

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?

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. 

Our investment experts' outlook

Our investment experts' outlook

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

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