Fidelity International

The very strong performance of cyclical shares in the second half of 2016 has left many investors arguing that their re-rating was unjustified, citing an uncertain political and macroeconomic environment as reasons to avoid them, and stick to exclusively ‘defensive’ strategies. Indeed, having seen such a significant re-rating of many... Show More

Saxo Capital Markets Australia

The world's largest sovereign wealth fund: A closer look. In a move to increase transparency and strengthen the vote execution chain, the world's largest sovereign wealth fund is planning to publish how it will vote at annual meetings from 2015. On, Alex Forrest Whiting reveals five facts about Norway's Oil... Show More