Webinars & teleconferences

In the current environment of supportive fundamentals and low friction, will strong flows overwhelm stretched figures? Or will everything come to a grinding halt?

Investing for income = miners?

Kate Howitt, Portfolio Manager for the Fidelity Australian Opportunities Fund and Oscar Hutchinson, Mining Analyst debate the outlook for banks and miners, with a particular focus on yield.  What are the key industry drivers to watch and which stock-specific factors do we need to pay attention to?

American economist Ben Graham famously said "in the short run, the market is a voting machine but in the long run, it is a weighing machine" The message is simple, short term the market moves on sentiment or herd mentality, whereas long term fundamentals and valuations drive share price, something which investors have become all too used to during the COVID-economy. But when will markets switch back from voting machines to weighing machines?

What does the corona-economy mean for dividends?

Australia has always been considered the lucky country, and it appears our luck has not yet run out. Public health measures in Australia have begun to flatten the curve and physically disrupt the spread of the virus. But as we now start to settle into the corona-economy, will Australia follow the worldwide trend of firms being called on to cut dividends and cease capital raisings?

Is now the time be to sector and size neutral in Australian equities? Listen to Kate Howitt, PM for the Fidelity Australian Opportunities Fund cover this and more in this latest webinar replay.