Australian equities
Myth-busting dividend imputation
The decision to introduce dividend imputation provided a number of benefits that are still not fully appreciated by many and more than four years since I first published this paper, the debate around the value of dividend imputation remains clouded by myths.
Watch: Reporting season update
Kate Howitt, Portfolio Manager for the Fidelity Australian Opportunities Fund covers off what she's looking for this reporting season.
The 30 best female fund managers in the world
Citywire has released their inaugural world's best female fund managers with Fidelity International's Kate Howitt named. The awards recognise the elite women fund managers for their consistent outperformance over the past five years.
Why ESG has moved from nice-to-do to must-do
Investors increasingly care about ESG. Traditionally we could rely on authorities to take our concerns into account and update the regulatory framework accordingly. But, with political polarisation increasing, this mechanism is coming undone.
The outlook for Australian equities
2019 has been a curious time for markets. Investor confidence is low but markets continue to rise. It's quite a disconnect. For investors that are holding quite high levels of cash, fear of loosing out is making way for fear of missing out as Australian equities continue to perform.
The year in review: 2018-2019
The case for small to mid-caps
