fidelity

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...

According to McKinsey & Co, by 2025, annual consumption in emerging markets will reach $30trn, a milestone they described as “the biggest growth opportunity in the...

Nowadays, it's easy for investors to become overly preoccupied with the larger macroeconomic picture. Nonetheless, such a preoccupation is perfectly understandable...

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...

Alex Duffy, Portfolio Manager of the Fidelity Global Emerging Markets Fund, sees some common characteristics among the management teams of great companies. A deep...