australian equities

Two big questions asked this week had a common thread. The questions were; are stocks overvalued and why doesn’t the RBA undertake more quantitative easing? The common...

In this wire, we report the ratings, consensus price target changes, and brief summaries of the collective responses from FNArena database brokers for each of the more...

There are multiple ways in which one can look at progress and events. One angle, popular among economists, is through the following lens: that economies are still so...

Welcome to another instalment of the FNArena reporting season monitor. The Monitor reports ratings, consensus price target changes, and brief summaries of the...

As a small open economy, monetary policy decisions made in other parts of the world matter for Australia. In particular, the actions of the United States Federal...

The once-in-a-century pandemic that is COVID-19 has wrought havoc on global economies and markets. A number of sectors that are typically defensive during slowdowns...

Persistently low-interest rates and anaemic inflation are forcing investors to ratchet up their risk, but there are a few bright spots to consider in 2021, say...

It is something we’ve all been told before. Successful long-term investors survive short-term volatility by sticking to investment principles that have withstood the...

The rotation from growth into value is well upon us with many beaten down stocks now finding favour in the market. As the country returns to a semblance of normality,...

As every battle-hardened investor knows: achieving investment return comes with acceptance of risk. In the short term, taking on a lot of risk can be extremely...

Earlier this year I wrote a story titled "The Bear Market That Changes The World". In it, I predicted further unprecedented central bank market support measures and...

The past year has shown volatility like no other. After hitting rock bottom in March, the market has shot up over 50%, in just nine months. Nail biting investors...

Australia is home to high-quality companies with strong growth potential. The global Covid-19 pandemic has divided our stock market into three categories: companies...

Nothing lasts forever, in particular not in financial markets, or as I like to put it: this too shall pass, eventually. With “this” I am referring to the relentless,...

With multiple companies making progress in the vaccine space, we have begun to envisage a post COVID-19 investment world. This article will aim to discuss: 1. The...

As a steward of money, our fundamental goal is to ensure that the purchasing power of that money can be both preserved and grown. Therein lies the challenge. There...

After a sustained period of underperformance, ASX microcaps are back! ASX microcaps have underperformed their slightly larger cousins small caps and their bigger large...

Population growth, natural resources and corporate governance mean Australia’s post-COVID snapback will be stronger than that of many peers, says Fidelity...

Under more “normal” circumstances, we’d all be talking about the economic recovery by now, with follow-on consequences for government policies, central bank focus...

Fidelity Australia’s top stock picker Paul Taylor reflects on the common traits of two early additions to the Australian equity strategy, which he’s headed since it...