Investor essentials

10 tips for investing in uncertain times

10 tips for investing in uncertain times

With all the volatility in markets at the moment, we have outlined 10 key principals to help investors keep their wits about them in this handy infographic.

Closing out March... in charts

Closing out March... in charts

March 2020 will long live in the memory in investors’ minds. So as it finally comes to an end, let's take a look at some charts that caught Anthony Doyle's eye this week: Will the US jobless rate crash through 30%? is Australia prepping for deflation? and why orange juice prices are soaring.

The Doyle Download | Ep 2

The Doyle Download | Ep 2

In this episode, we get to see Anthony's home office as he covers the huge moves in bond markets as we embark on Quantitative Easing, high yield spreads, and what's happening with the ASX200 and the Aussie dollar. 

The Doyle Download | Ep 1

The Doyle Download | Ep 1

Welcome to the first video blog from Fidelity's Anthony Doyle - the Doyle download. A quick, to the point snapshot of what's been happening in markets, explained in a way your clients can understand, anywhere, anytime. 

The value of advice

The value of advice

The mental health, family life and physical health of a large proportion of Australians are being adversely affected by financial issues. In our recent report, ‘The Value of Advice’ we surveyed 2,000 Australians, to take a pulse of Australia’s financial and overall wellbeing and highlight the positive impacts of financial advice beyond potential monetary gains. Read it here.

Podcast: Investing in a new decade

Podcast: Investing in a new decade

As the 2020s begin, there are signs of the end of globalisation, trade liberalisation and capitalism as we know it. As technology and demographic trends arise, what opportunities and threats will investors face?

Chart of the week: Christmas Dinner

Chart of the week: Christmas Dinner

With all major 'courses' in the Australian Christmas Dinner Index rising in 2019, should Australian's be preparing for a Christmas feast or a Christmas famine? Find out this Anthony Doyle's chart of the week.

The case for Asia

The case for Asia

In the last two decades, Asia has become a powerhouse of global growth. Demographics and digitalisation are fuelling a boom economy that’s expected to continue for decades to come. Find out why you should be looking at this region more closely...

Chart of the week Halloween

Chart of the week Halloween

An analysis of Google search trends suggests that Australians are increasingly becoming concerned about the outlook for the economy, with the number of searches for “Australia recession” back at GFC levels.

Infographic: Asia

Infographic: Asia

In the last two decades, Asia has become a powerhouse of the world’s economy, contributing more than half of global GDP. Led by China’s rapid growth, this trend is likely to continue, but what is the investment opportunity?

Infographic: India

Infographic: India

India is now the seventh-largest and the fastest-growing major economy in the world. It is expected to move into a top-five position in the next couple of years. Find out what you could be missing out on in this handy infographic

Infographic: China

Infographic: China

China leads the way in terms of global growth, but why? Find out what is driving this powerhouse, and what the investment opportunity is for investors in our lastest infographic.

The case for investing in China

The case for investing in China

With its continuing economic growth trajectory and rising incomes, China certainly offers strong growth potential and genuine diversity for investors. So what could you be missing out on by not allocating to this growth powerhouse?

The case for investing in India

The case for investing in India

Since the late 20th century, India’s rate of GDP growth has doubled, making it one of the fastest-growing key economies globally. Find out how an active allocation to this region can give you access to companies that will benefit most from this continuing trajectory.

The case for emerging markets

The case for emerging markets

Emerging markets (EM) have been growing rapidly in recent years. In fact they now represent nearly 60 percent of global growth and more than 50 percent of global GDP. Once dominated by agriculture and cheap manufacturing, EM countries are today home to some of the world’s fastest growing economies and most innovative companies.

The case for global equities

The case for global equities

Australian equities are a popular choice for investors, currently making up the largest share (38%) of SMSF funds under management. But by limiting your portfolio to domestic shares, you’re missing out on exposure to a huge number of the world’s most successful companies.

The case for small to mid-caps

The case for small to mid-caps

If you research Australia’s largest listed companies, you’ll discover that some of them were much smaller stocks not that long ago. Small or medium companies can be overlooked, given they’re often considered riskier than their large cap peers. 

How do you behave in the face of fear?

How do you behave in the face of fear?

How do you behave in the face of fear? Do you run towards danger, or turn and flee? Knowing how you and others react to extreme situations might seem remote from the world of investment, but could have a lot to do with what separates the great investors from the rest of us.

The spectacular rise of Asia

The spectacular rise of Asia

The ascendance of Asia since the start of this century has been nothing short of remarkable. These charts capture the sheer scale of the region's dominance. A growing middle class, higher spending power and increased investment on infrastructure and technology are among the drivers shifting the balance of economic power from the West to the East.

Behavioural finance: When what you see is all there is

Behavioural finance: When what you see is all there is

Forming conclusions based on limited data helps us to process things quickly in a complex world however these shortcuts can lead us astray… 

Tools for your clients: Active vs passive

Tools for your clients: Active vs passive

There’s been a great deal of debate whether active or passive management is the right choice for investors but is this the right question to be asking?

Along the continuum

Along the continuum

Conditions change throughout an investment cycle, so how and when should investors combine the various shades of active and passive to maximise returns?

From the desk of Alex Duffy: A comment on portfolio construction

From the desk of Alex Duffy: A comment on portfolio construction

Portfolio construction all too often appears as an after-thought for many active managers yet it is ultimately critical in determining the investment returns and volatility of returns for investor in the underlying portfolio. 

Network effects: The winner takes it all

Network effects: The winner takes it all

Software companies often attract high valuations at least at face value but if you drill down deeper you soon discover the real value of business with sustainable moats that can reinvest at high rates of return.

Defining ESG: Evolution not revolution

Defining ESG: Evolution not revolution

ESG covers such a broad range of approaches that investors can be forgiven for being confused as to what constitutes ESG and what doesn't. Do we need a unified definition of ESG, and if so, what is it?

Behavioural finance: Overconfidence

Behavioural finance: Overconfidence

‘Overconfidence’ becomes particularly prevalent in bull markets and periods of sustained stability. So how can investors avoid the pitfalls? 

The right tool for the job

The right tool for the job

Downside protection tools can assist in mitigating certain portfolio risks. But before even considering the appropriate tool it is important to understand what risk is and how exactly risk mitigation and hedging differ.

Volatility: An investor survival guide

Volatility: An investor survival guide

10 key messages to help investors steer their portfolios through volatile times.

An uncomfortable balance

An uncomfortable balance

Alva Devoy, Managing Director looks at the fundamental, economic and behavioural drivers of bull markets and the possible implications for global equity investors.

A key decision for investors in 2018

A key decision for investors in 2018

A key decision for investors in 2018 is whether to de-risk or not. Should you de-risk your portfolio early and face missing out on potential returns, or should you stay invested and face a possible market downturn? Whatever you do, resolve to clearly make that decision. 
 

Tools for your clients: Outlook 2018

Tools for your clients: Outlook 2018

2017 was a good year for equity investors. It is hard to overstate the importance of diversification in an investment portfolio. We take a closer look at the themes, asset classes and regions and how they may impact investors in 2018.