Alva Devoy, Kate Howitt and James Abela

Australian equities panel discussion: Part 1 - defining the opportunities

Don’t miss the first in our series of panel discussions - Kate Howitt and James Abela discuss where they’re seeing opportunities, finding stocks at a reasonable price and the areas they’re most excited about right now.

Q3 Outlook: Sunny spells with thundery showers
Fidelity International

Q3 Outlook: Sunny spells with thundery showers

The global economy is sending conflicting signals about its current health and there are arguments for both risk-on and risk-off sentiment.

Trade tensions ratchet up
George Efstathopoulos

Trade tensions ratchet up

The US has set in motion a further round of protectionist measures on China but although these measures are not conducive to global trade there are still grounds to be positive.

It's a question of quality (3 of 4)
Jeremy Podger

It's a question of quality (3 of 4)

Recent history shows that investing in high return businesses is often not as rewarding as finding companies that are improving their returns.

Our investment expert views: Emerging markets

Our investment expert views: Emerging markets

The challenge for investors with emerging markets is that whilst the structural opportunities are widely understood there is also a cyclical overlay to the asset class which can lead to substantial equity market volatility. 

Our investment expert views: Asian equities

Our investment expert views: Asian equities

In 2018 Asian equity markets have challenging. Our expectation is an upward bias to volatility combined with moderating global growth and US dollar strength.

Our investment expert views: Global Equities

Our investment expert views: Global Equities

2018 started on a strong note for global equities, boosted by a supportive macroeconomic backdrop, moderately rising inflation, tightening labour markets, positive corporate earnings outlook and the confirmation of a major tax reform in the US. Hear more from Amit. 

Our investment expert views: Australian Equities

Our investment expert views: Australian Equities

Australian equities have again shown considerable resilience to domestic and global headwinds in 2017/18. Hear Paul Taylor's views on Australian equities. 

The year in review

The year in review

Our annual ‘Year in Review’ includes a business update from Managing Director Alva Devoy and insights from our investment experts around the world. We hope you enjoy hearing Fidelity’s views and welcome any feedback. 
 

Opportunities abound: technology adoption in China being one of them
Alex Duffy

Opportunities abound: technology adoption in China being one of them

Chinese companies now have a genuine opportunity to turn technological leadership into actual product and revenue leadership far beyond their domestic shores. 

Eye on the tiger
Catherine Yeung

Eye on the tiger

Structural and policy reforms have widened the opportunity set in China. Combine this with the inclusion of A-share in the MSCI Index and we believe China should not be overlooked by Australian investors.

America First looking increasingly reckless
Tom Stevenson

America First looking increasingly reckless

Donald Trump has fired the first shots in a US-China trade war in which the biggest losers will almost certainly be his own supporters. 

Hindsight is a wonderful thing
Tom Stevenson

Hindsight is a wonderful thing

Hindsight is a wonderful thing, but sadly unavailable to investors. Had your crystal ball been operating at the beginning of 2018, what would you have done?

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Resources

Tools to understand historical market fluctuations and the benefits of investing for the long term.

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