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...
Learning from the market
Friedrich Nietzsche told us, ‘The future influences the present just as much as the past.’ Events that haven’t happened yet have a great influence upon the world we see today. When it comes to current market valuations, Nietzsche’s contention looks compelling.
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
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.
Sustainable investing in China
From the desk of Jing Ning
From the desk of James Abela
