Australian equities
Fidelity's new sales manager for Queensland market
Fidelity International has appointed Benjamin Lucas as regional sales manager, QLD. Mr Lucas is based in Brisbane and reports to Simon Glazier, head of Fidelity’s Wholesale Sales team.
ESG at an industrial titan: BHP's chief executive on the hard decisions
How do you forge a sustainable future when you're the CEO of one of the world's biggest mining companies? BHP Chief Executive Mike Henry talks to Fidelity International's Global Head of Research Ned Salter about the balancing act he and other corporate leaders face and the importance of minimising ESG trade-offs.
2022 Outlook: Australian equities
Inflationary pressures are expected to gain ground as the economy reopens. The Reserve Bank of Australia (RBA) has not suggested any policy tightening, but when it does the process will be gradual. While uncertainty is likely to prevail in the short term, we still expect to find structural, growth-led winners at attractive valuations during 2022.
2022 Outlook: Australian small-cap
2022 will likely be a strong market for recovery-led opportunities. We will see inflation from tight labour markets, elevated commodity prices, and rising costs of capital. Also, we expect higher volatility and increasing competition. As such, we prefer quality stocks with strong market positions.
Climate change: From headwind to opportunity
Three of our Australian-based analysts take a look at how climate change is impacting their sectors and how companies are adapting to turn this shift into an opportunity.
