Fidelity's high conviction picks for disinflation and reflationary times
Investors have reaped the rewards of mining and big banks in the past, but Fidelity's Casey Mclean thinks tougher times are ahead.
How Fidelity's Paul Taylor stacks the odds in his favour across market cycles
Paul Taylor shares lessons from his 26 years of investing and some high-conviction picks for 2023 in this CIO profile.
13 stocks making 52-week highs (and why it matters)
Commonwealth Bank and Rio Tinto recently hit 52-week highs. What's the significance and why should investors pay attention?
Two underappreciated ASX sectors worth a post-earnings look
The insurance companies, and the banks, have received less investor attention and appreciation than we would have thought pre-reporting season. In this wire, I'll...
Why are insurance stocks undervalued?
There are several unique characteristics that make the insurance sector attractive in the current environment, including some company-specific factors which have...
Buy Hold Sell: 5 stocks in a hot sector
After underperforming the benchmark for more than a decade, Financials are back - buoyed by a sudden switch to cyclical and economically sensitive stocks and an...
On the Road: New Zealand Financials
I recently went to New Zealand to research the Financial sector. I was visiting banks and insurance companies, as well as seeing the regulators and getting insights...
The Insurers: QBE versus IAG
There have been so many results which have provoked share price volatility, with the usual mix of outstanding results such as CSL balanced by disappointing results...
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