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Thursday, 20 January 2022

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Fidelity International

The Fidelity difference

Fidelity is an active fund manager that focuses on bottom up global research. With one of the largest buy side research teams in the world, we have a unique ability to identify investment themes and ideas across different market cycles.

For more information, please visit our website at www.fidelity.com.au.

 

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The leading 2022 themes for global mid-sized companies

As business fundamentals improve, the earnings recovery takes over as the primary driver of shareholder returns. The equity market is supported by its real earnings even with the inevitable share price falls.

Three demographic themes shaping investments for the future

Focussing on companies that will benefit from slow moving, long duration and highly predictable demographic trends can help investors predict future opportunities. Three main themes stand out.

Risk in retirement: five strategies for finding the right balance

There is a spectrum of retirement investment strategies ranging from ‘business as usual’ to more complex ‘income layering’. They allow for varying degrees of personalisation in managing retirement risks.

How decumulation in retirement differs from accumulation

As savers move from accumulation to decumulation, their views on risk will change. Retirees must take measured investment risk by balancing desired returns and protecting capital.

A close look at retiree fears and expectations

Half of Australians retire early due to unexpected circumstances and within timeframes they did not choose, and two-thirds of pre-retirees worry about funding their retirement. But neither are the greatest fear in retirement.

Investors face their own Breaking Bad moment

Savers are making small decision after small decision that leads them away from investing and closer to outright speculating. Time will tell if this ends in a bloody climax or we all live happily ever after.

Beware of burning down the barn to bury the debt

At some point, policymakers will turn to the task of deleveraging, to work off massive debt burdens built up during the pandemic. Australia is already ticking the boxes on many policies used in the past.

Kate Howitt: investing lessons and avoiding the PIPO trade

Kate Howitt identifies the stocks she likes and the disappointments, gives context to the increasing role of retail investors, and explains why the market is more of a 'voting not weighing' machine than ever before.

The connectivity revolution is only just beginning

The connectivity enabled by the ‘super platforms’ of Facebook, Google, Amazon, Apple, Microsoft, Tencent and Alibaba is creating the best investment opportunities as business catches on.

A year coloured by what I have read

The lockdowns and less physical travel give more time to read and reflect. This article shares some favourite books including key investment implications from asking if the glass is half full or half empty.

The three main factors when the next storm hits

Markets always come back to fundamentals, valuations and liquidity, even when faced with a global pandemic. The key question is whether liquidity can hold up the market as the economic storm hits.

The vital 'rule of thumb' influencing the market

A key market heuristic during times of crisis is the second derivative. This is simply the rate of change or the acceleration or deceleration of whatever is causing the crisis.

The link between financial and mental health

We often focus on the implications for financial security of being unable to save enough for a comfortable retirement, but mental wellbeing is as important. Financial advice can help.

Spending phase calls for retiree risk rethink

The right kind of equity exposure in retirement should come with downside protection and upside capture that enables sufficient participation in market strength. Decumulation investing is different.

Failed IPOs show power of active vigilantes

Equity market vigilanties, particularly resisting poor Initial Public Offerings (IPOs), are showing the benefits of active managers not simply buying everything put in front of them.

Six market themes for the next five years

Up, down or sideways? From disruption to de-globalisation, these six key themes will determine the sectors and companies that will do well in portfolios in coming years.

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The case for demographics

Better lives, longer lives, more lives - three megatrends shaping global growth. These trends are long term and highly predictable, which in a world of constant change provides us with a compass for investing in the future.

Interest rates, house prices, super: keys to Australia's household wealth

Changes in the ‘wealth effect’ are a key factor in assessing the outlook for the Australian economy due to a large share of our economy being driven by household consumption.

COVID joins the dots to collaboration and decentralisation

In the first of a two-part piece, Portfolio Manager Amit Lodha discusses how the current COVID-19 pandemic is shaping a future where collaboration and decentralisation may become cornerstones for the way companies work.

Waste Side Story: The other side of consumption

By 2050, the World Bank predicts that waste growth could be twice as fast as population growth and, if not managed correctly, will have a devasting impact on our lives and the planet.

The new economic order

The Covid-19 crisis will trigger a step-change in policy, accelerate existing trends and transform investment frameworks. Government intervention, fiscal activism, corporate governance and sustainability, and continued Asian economic strength will characterise this new order, creating opportunities out of dislocation.

10 tips for investors in uncertain times

With the volatility in markets at the moment, Fidelity has outlined 10 key principles to help investors keep their wits about them in this handy infographic.

In a world searching for growth, Asia shines

The long-term outlook for Asia is positive, but in the short term, there is likely to be some volatility thanks to trade disputes, weak Chinese data and political unrest.

Choose the ‘equity escalator’ not the ‘equity rollercoaster’

The asymmetrical relationship between gains and losses suggests that limiting losses has a more powerful effect on long-term growth than achieving an equivalent nominal positive return.

How are Active ETFs different from other funds?

There are an increasing number of ways investors can access investment funds.

The Financial Power of Women

As women, we live longer and earn less than men. We commit time away from our careers for our families, raising children or caring for aging or sick relatives. We often make these choices because we want to and it is what needs to be done. However, few of us realise the impact of our decision on our financial power. 

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10 little-known pension traps prove the value of advice

Most people entering retirement do not see a financial adviser, mainly due to cost. It's a major problem because there are small mistakes a retiree can make which are expensive and avoidable if a few tips were known.

Check eligibility for the Commonwealth Seniors Health Card

Eligibility for the Commonwealth Seniors Health Card has no asset test and a relatively high income test. It's worth checking eligibility and the benefits of qualifying to save on the cost of medications.

Hamish Douglass on why the movie hasn’t ended yet

The focus is on Magellan for its investment performance and departure of the CEO, but Douglass says the pandemic, inflation, rising rates and Middle East tensions have not played out. Vindication is always long term.

Start the year right with the 2022 Retiree Checklist

This is our annual checklist of what retirees need to be aware of in 2022. It is a long list of 25 items and not everything will apply to your situation. Run your eye over the benefits and entitlements.

At 98-years-old, Charlie Munger still delivers the one-liners

The Warren Buffett/Charlie Munger partnership is the stuff of legends, but even Charlie admits it is coming to an end ("I'm nearly dead"). He is one of the few people in investing prepared to say what he thinks.

Should I pay off the mortgage or top up my superannuation?

Depending on personal circumstances, it may be time to rethink the bias to paying down housing debt over wealth accumulation in super. Do the sums and ask these four questions to plan for your future.

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