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Australian equities

2022 Outlook: Australian equities

Inflationary pressures are expected to gain ground as the economy reopens. The Reserve Bank of Australia (RBA) has not suggested any policy tightening, but when it does the process will be gradual. While uncertainty is likely to prevail in the short term, we still expect to find structural, growth-led winners at attractive valuations during 2022.

07 December 2021 | Paul Taylor
2022 Outlook: Australian small-cap

2022 Outlook: Australian small-cap

2022 will likely be a strong market for recovery-led opportunities. We will see inflation from tight labour markets, elevated commodity prices, and rising costs of capital. Also, we expect higher volatility and increasing competition. As such, we prefer quality stocks with strong market positions.

07 December 2021 | James Abela
Climate change: From headwind to opportunity

Climate change: From headwind to opportunity

Three of our Australian-based analysts take a look at how climate change is impacting their sectors and how companies are adapting to turn this shift into an opportunity.

27 October 2021 | Fidelity International
A conversation with Paul Taylor

A conversation with Paul Taylor

Industry heavyweight Paul Taylor speaks to the AFR about Australia's re-opening, areas where he's seeing opportunity and what he's looking to as we return to 'normal'.

19 October 2021 | Paul Taylor
Lower interest rates, house prices and super: The keys to Australia's household wealth

Lower interest rates, house prices and super: The keys to Australia's household wealth

One of the most important channels that lower interest rates works through is via higher asset prices, leading to increased levels of household wealth. Theoretically, households should consume more as wealth rises. Changes in the ‘wealth effect’ are a key factor in assessing the outlook for the Australian economy, because a large share of the economy is household consumption.

22 June 2021 | Anthony Doyle
Ten quality picks from an award winning PM

Ten quality picks from an award winning PM

After more than two decades working in funds management, James Abela has proved himself a force to be reckoned with. The portfolio manager's successful Aussie small and mid-cap strategy saw him take out Morningstar's fund manager of the year award three years running. And now, with a newly launched globally-focused fund under his belt, he's ready to take on the world.

10 June 2021 | James Abela
Scarcity drives opportunity

Scarcity drives opportunity

Scarcity is a prime mover in capitalist economies. The scarceness of a good drives price movements, substitution into alternatives and innovation to create workarounds. The unfettered pursuit of these responses allows for the smooth functioning of the economy and means that capitalist societies rarely face the line-up-in-a-queue shortages that have become the hallmark of more controlled economies.

08 June 2021 | Kate Howitt
Australia and Japan: The unsung heros of Asia

Australia and Japan: The unsung heros of Asia

Fidelity’s experts take a closer look at some of Asia's unsung heroes to understand what it is they offer and what they can tell us about the future of the region. 

03 June 2021 | Paul Taylor, Catherine Yeung
Coronavirus strikes – part 4 (The recovery, phase 1)

Coronavirus strikes – part 4 (The recovery, phase 1)

We have now been in the global coronavirus pandemic for around a year and a half and equity markets have mostly regained all their losses and triumphantly charged back to, or at least close to, their previous peaks. 

02 June 2021 | Paul Taylor
Podcast: The real workhorse of Asia Pacific

Podcast: The real workhorse of Asia Pacific

China might dominate headlines but there's a lot more to Asia Pacific than a single country. We're talking developed economies with well-established capital markets benefiting from proximity to the world's productivity powerhouses with special guest Paul Taylor.

18 May 2021 | Paul Taylor, Catherine Yeung
Three stock picks for 2021

Three stock picks for 2021

Kate Howitt join Morningstar's Lex Hall to share three of her stock picks for 2021.

19 April 2021 | Kate Howitt
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