fidelity

There are some structural and cyclical changes taking place in these regions that are throwing up opportunities for bottom-up investors.

Fidelity International's Amit Goel hasn't seen an opportunity like this in this region in at least 10 years.

And the region emerging markets specialist Amit Goel of Fidelity International views as the best growth opportunity over the next 10 years.

Global CIO Andrew McCaffery also tells me that their predictions for a soft landing have more than doubled in just the last three months.

Fidelity International's Global CIO answers five of our Rapid Fire questions.

"High Conviction" is bandied about a lot in the investing world. But how does one actually find stocks that fit the bill? For Fidelity’s Anthony Srom, in large part,...

Much has been written on the failure of the Reserve Bank to achieve its inflation target in recent years. Bill Evans and The Australian Financial Review have argued...

In the first part of this collection, we learnt what drives outperformance in founder-led companies. We then discussed the main risks to consider and the industries...

Reports on the financial strains at the property developer China Evergrande Group have been unnerving global markets, drawing comparisons to a level of systemic risk...

In his speech at the annual Jackson Hole Symposium, Federal Reserve chairman Powell sent three key messages. Firstly, he confirmed that the test of "substantial...

The 2021 Fidelity Investment Forum webinar presented a chance to reflect on the past and consider the future pathway being paved. It has been a long time since there...

Australians are amongst the richest in the world, helped in large part by the value of dwellings and our compulsory Superannuation system. Today, Australia's household...

Fixing the roof is easier and more enjoyable when the sun is shining. What a shame then that we only tend to look critically at our investments when it’s blowing a...

In February, Australia had the worst performing government bond market in the developed world. The Australian 10-year government bond posted a -7% total return, while...

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...

Confidence is growing in the outlook for emerging markets. Over the last month of bumper returns for most risky asset classes, emerging markets excluding China have...

Many of us are now familiar with the impact of low interest rates on our savings. For those unhappy with the meagre return on cash and term deposits, spare a thought...

One of the ongoing debates amongst economists is whether there is a level of sovereign debt-to-GDP which would hamper a nation’s economic growth prospects. It...

The global economy is in recession. Despite this, risk assets have rallied sharply since the March crash, driven by central banks’ aggressive, unprecedented monetary...

According to the latest unemployment statistics, over 300,000 Australians aged between 15-24 are now unemployed and over 280,000 dropped out of the labour force in...