Australian equities
Lower interest rates, house prices and super: The keys to Australia's household wealth
One of the most important channels that lower interest rates works through is via higher asset prices, leading to increased levels of household wealth. Theoretically, households should consume more as wealth rises. Changes in the ‘wealth effect’ are a key factor in assessing the outlook for the Australian economy, because a large share of the economy is household consumption.
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
Scarcity is a prime mover in capitalist economies. The scarceness of a good drives price movements, substitution into alternatives and innovation to create workarounds. The unfettered pursuit of these responses allows for the smooth functioning of the economy and means that capitalist societies rarely face the line-up-in-a-queue shortages that have become the hallmark of more controlled economies.
Australia and Japan: The unsung heros of Asia
Fidelity’s experts take a closer look at some of Asia's unsung heroes to understand what it is they offer and what they can tell us about the future of the region.
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.
Three stock picks for 2021
Finding value with Kate Howitt
Time for a valuation reality check-up!
