James Abela
2020/21 Year in review: Global
The best description for the financial year of 2020/21 is ‘a tale of two halves.’ The year began with justified despair and fear over the outcomes from Covid-19 and has ended with near euphoria in equity markets
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.
The perfect recipe for a strong recovery?
It’s been an eventful start to the year so far in global financial markets - so much for waving goodbye to 2020. The vaccine rollout is progressing nicely in many countries around the world, and there is a sense of optimism around the level of pent-up demand at the consumer level. Governments remain committed to keeping their foot on the accelerator, global liquidity remains high and rates remain low. This all sounds like the perfect recipe for a strong recovery...
Time for a valuation reality check-up!
This reporting season was one of the most positive we’ve seen in years, with Australian companies across many sectors delivering strong growth, despite the challenges of the Covid pandemic. For equity markets, the ‘valuation reality check-up’ cycle looks to have kicked off, a theme which is likely to dominate for much of 2021...
2021: The outlook for small to mid-caps
Uncertainty still remains and what this will mean for 2021 is still unclear, but what we do know is that the Future Leaders of 2021 will likely be highly adaptive, sustainable, highly intelligent, long-duration businesses, striving to solve problems in a unique way for the world, despite all the challenges.
The 'Global Future Leaders' of tomorrow
Strong endorsement by Money Management
2020 Morningstar Awards: Fidelity a double winner
Will 2020 break the bull market?