Insights & news

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. 

02 June 2021 | Paul Taylor
The perfect recipe for a strong recovery?

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...

11 March 2021 | James Abela, Maroun Younes
Time for a valuation reality check-up!

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...

03 March 2021 | James Abela
2021: The outlook for small to mid-caps

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.

07 December 2020 | James Abela, Maroun Younes
The 'Global Future Leaders' of tomorrow

The 'Global Future Leaders' of tomorrow

In September we were delighted to announce the launch of the Fidelity Global Future Leaders Fund. Here, James Abela and Maroun Younes provide their inaugural update to share their early experiences and highlight some of the trends shaping tomorrow's global future leaders.

13 November 2020 | James Abela, Maroun Younes
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