australian equities

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...

23 years at Fidelity has exposed Paul Taylor to a raft of industry heavyweights and market-shaping crises. Working with names such as Peter Lynch and Anthony Bolton...

I recently finished reading Good To Great. Why some companies make the leap … and others don’t by US author/researcher Jim Collins.Admittedly, I haven’t been exactly...

Human emotions and biases affect all investors. Left unchecked, these emotions can sabotage financial decisions and generate suboptimal investment outcomes. But...

Shortly after arriving in Australia in late August 2000, I witnessed the demise of iconic local company names such as Pacific Dunlop and Mayne Nickless.Both...

On 13 May, we published a quick update on the progress of the ‘Most tipped big caps’, the 10 stocks that got the most votes in our reader survey at the start of the...

Ahead of the upcoming Pinnacle 2020 Virtual Summit, we asked three Australian Large Cap equities managers to share a chart from their presentation and explain its...

Headlines during reporting season have claimed that ‘dividends have slowed to a trickle.’ In reality though, it is cash returns that have slowed to a trickle. Cash...

With more than six months of COVID-19 disruptions behind us, there have been some clear winners emerging as a result of changes in spending patterns and the shift to...