Fidelity Archives - Page 2 of 2 - Equity Mates Media

General
Elon, Tesla & the 'S' in ESG

Elon Musk labelled Tesla’s ejection from the S&P 500 ESG Index as “a clear case of wacktivism”, but he may be missing the growing importance of the ‘social’ factor in Environmental, Social and Governance (ESG) investing.

10th Aug, 2022

Source: Fidelity
General
3 Asian stocks for a volatile market

China's zero-Covid policy can't last forever, but until it ends Portfolio Manager Anthony Srom let's investors know which stocks he's looking at right now to withstand the volatility.

3rd Aug, 2022

Source: Fidelity
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Toss the coin - What are the odds of an imminent recession?

As we face the second half of 2022, one key question arises. Are we heading into recession this year or next? If yes, then two further questions follow. What should we do with our investments? And, equally important, what should we not?

26th Jul, 2022

Source: Fidelity
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Cash-strapped consumers adopt the 'trading down' trend

As the April to June results emerge, my guess is that we will be hearing a great deal about ‘trading down’. How cash-strapped consumers behave and the winners and losers in a period of penny-pinching will be front of mind.

19th Jul, 2022

Source: Fidelity
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Pushing the need for big brands to clean up on plastics

The United Nations’s treaty on global plastics is a big step towards reducing the millions of tons of plastic seeping into the environment. As governments get to work on the details, as an investor, Fidelity engaged with 9 major consumer brands - from Nestlé to Unilever to Coca-Cola - on their plans to reduce plastic pollution.

14th Jul, 2022

Source: Fidelity
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The case for small and mid caps

A day doesn't pass where large-caps don't dominate the headlines. However, it would be a mistake to ignore the multitude of small-to-mid cap opportunities simmering away in the background. After all Apple, Microsoft and Telsa all began life much, much smaller.

7th Jul, 2022

Source: Fidelity
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Growth & value investing: five things you should know

There has been a stark mismatch in returns from shares at opposite ends of the style spectrum so far this year. But will this “regime change” across stock markets last and should investors alter their approach to buying shares and funds?

5th Jul, 2022

Source: Fidelity
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4 possible ways the economic aircraft will hit the runway in the months ahead

There are four possible ways for the economic aircraft to hit the runway in the months ahead. They will all have different impacts on financial markets and one of investors’ most important tasks today is to assign sensible probabilities to them and to position their portfolios accordingly. In this article Tom Stevenson an investment director at Fidelity International breaks down these potential scenarios and what the market is telling us about the probability of each scenario.

30th Jun, 2022

Source: Fidelity
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Insiders are buying

For the first time since the 2020 Covid plunge, more company bosses were buying shares in their own companies in May than were selling them. These insider buyers can be a powerful leading indicator of a change in direction for the market. So what can we learn from this apparent change of mood?

28th Jun, 2022

Source: Fidelity
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Is the US bear market here to stay? And what should investors do now?

June saw the US stock market enter bear market territory, marking a 22% decline from its January peak. However, where and when will the current dip end – if that is indeed what it is? And what should investors do now?

23rd Jun, 2022

Source: Fidelity
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What are demographics?

Understand what demographics are and how the big themes of more lives, longer lives and better lives can lead investors to identifying the investments trends of the future.

2nd Jun, 2022

Source: Fidelity
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How blockchain can revolutionise the financial system

Another year, another burst of extreme crypto volatility. But the blockchain technology behind bitcoin, stablecoins and other digital assets continues to grow in importance. Cryptocurrencies like Bitcoin have existed for over a decade, but their extreme volatility has obscured the real revolution: the blockchain technology which underpins them. If nothing else, Bitcoin has proven that blockchain works.

26th May, 2022

Source: Fidelity
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The three best ways to diversify in a crisis

At times of crisis, it can feel like it doesn't matter what you own because investors sell what they can, rather than what they particularly want to. So how can diversification ease the panic?

19th May, 2022

Source: Fidelity
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Emerging Markets: Benefitting from accelerating trends

Emerging markets (EM) have been growing rapidly in recent years. In fact, they now contribute over 50% of global growth and are expected to contribute over 60% in 2022. Once dominated by agriculture and cheap manufacturing, EM countries are today home to some of the world’s fastest-growing economies and most innovative companies.

17th May, 2022

Source: Fidelity
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The Case for Investing in Asia

In the last two decades, Asia has become a powerhouse of global growth. Demographics and digitalisation are fuelling a boom economy that’s expected to continue for decades to come. Find out why you should be looking at this region more closely.

12th May, 2022

Source: Fidelity
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How does an Active ETF differ to other products?

There are an increasing number of ways investors can access investment funds. Some are available on the Australian Stock Exchange (ASX and CXA) and others aren’t, whilst some are actively managed and others track an index – like an Exchanged Traded Fund (ETF).

5th May, 2022

Source: Fidelity
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The value trapped in our closets

A growing number of businesses are popping up that facilitate the reuse of items, extending product lives and helping the environment in the process. This resale industry has both financial and environmental benefits by allowing sellers to make money, buyers to cuts costs, and the overall carbon footprint to fall.

26th Apr, 2022

Source: Fidelity
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Measuring carbon footprint

Carbon footprint is one way organisations measure their progress towards achieving net zero operational emissions by 2030. Here we explain what it is and how it's measured.

21st Apr, 2022

Source: Fidelity
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Implications of a heating world

Climate change is the defining issue of our time and generation. If no action is taken to address climate change, what are the implications of a heating world for the year 2050?

19th Apr, 2022

Source: Fidelity
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Metaverse: Does it meta?

The buzz around the “metaverse” has gone into overdrive as the technology that could make it a (virtual) reality draws closer and internet giants make big bets on its success. But is it all it’s cracked up to be? And does it ‘meta’ for investors?

2nd Apr, 2022

Source: Fidelity
Bonus: Expert: Alex Gold - Demographics is the ultimate megatrend | Fidelity

Alex Gold is a portfolio manager of Fidelity Global Demographics Fund, which can be purchased on the ASX - ticker: FDEM Longer lives, More lives and Better lives are structural drivers in the world over the next few decades and Alex provides details around why as an investor you need to be aware for the future. As a growing, and aging population, Alex provides a great lens for investors see the next 30 years. Taking a long term view in demographics behind several megatrends in the world is the main topic for this episode.

11 February

Sponsored by Fidelity
General
Expert: Velislava Dimitrova - Investing in Sustainable Resources | Fidelity

We all understand the importance of better resource use. As investors, why is this a good thematic to be exposed to? Velislava Dimitrova is the lead portfolio manager of Fidelity Sustainable Water & Waste fund. In this episode Bryce and Alec discuss Sustainable Water and Waste - What does this mean? And what are some of the companies or themes the fund invests in? They talk about the concept of a circular economy. What is it? What are some of the important trends or emerging technologies we should be aware of in the waste management industry?Are there any companies that are driving the industry forward?

18 November

Sponsored by Fidelity
Expert: The Search for Generational Businesses | Fidelity Global Future Leaders

James Abela & Maroun Younes are the co-portfolio managers of Fidelity’s Global Future Leaders fund. Today we’re going to talk about how they broadly construct a portfolio, then look at the specific individual stocks that they hold, introduce the fund, and close out with our final three questions we ask every guest.

21 October

Sponsored by Fidelity