Tom Stevenson

Donald Rumsfeld famously called them ‘known-unknowns’ - things we sense are important but don’t fully understand and cannot predict. Bob Dylan put it well, too, when he sneered ‘there’s something going on here, but you don’t know what it is, do you, Mr Jones’. Both point to the investor’s greatest... Show More

Fidelity International

Paul Taylor, Portfolio Manager at Fidelity Australian Equities Fund, says the market should be trading higher than current levels and provides two key factors that are supportive of this view. Firstly, Taylor says the quality of earnings have improved dramatically since the GFC as companies responded to difficult trading conditions.... Show More

Livewire News

Fidelity Worldwide Investments is taking a contrarian view on iron ore anticipating US growth will offset swelling supply volumes. Andrew Wells, one of two global co-chief investment officers for Fidelity Worldwide is tipping a bigger than expected pick-up in US growth that will offset the slower growth in China and... Show More