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FIDELITY News & Analysis

Boomers and their children unprepared for $3.5 trillion wealth transfer
Retirement
Boomers and their children unprepared for $3.5 trillion wealth transfer
A new report suggests most Australians want to share their wealth with the next generation but are unsure of the best ways to do it.
James Gruber | 25 October 2023
What are Morningstar's top stock pickers buying?
Stocks
What are Morningstar's top stock pickers buying?
A deep dive into the holdings of gold-rated funds.
Nicola Chand | 02 August 2022
What if you missed the dip? Chart of the week
Markets
What if you missed the dip? Chart of the week
An investor who bought shares just before Lehman went bankrupt would still be up 145 per cent today.
Lewis Jackson | 15 June 2021
Departure of Fidelity EM lead forces review
ETFs
Departure of Fidelity EM lead forces review
Duffy was an investor we rated highly, and his departure is disappointing.
Chris Tate | 23 April 2021
Fidelity's Kate Howitt names her 3 top stocks for 2021
Funds
Fidelity's Kate Howitt names her 3 top stocks for 2021
Investment tips from Australian equities fund manager Kate Howitt.
Lex Hall | 15 April 2021
Fidelity small-cap fund eyes a soft close
Funds
Fidelity small-cap fund eyes a soft close
The Morningstar gold-rated fund seeks to ensure it can continue to outperform.
Emma Rapaport | 09 December 2020
Tailwinds fade from Australia's largest banks
Stocks
Tailwinds fade from Australia's largest banks
CBA, NAB, WBC and ANZ all traded higher this week on the rotation from growth to value, but analysts are struggling to put together an exciting...
Emma Rapaport | 12 November 2020
Gold, gold, gold: a trio of top-tier small cap funds for your portfolio
Funds
Gold, gold, gold: a trio of top-tier small cap funds for your portfolio
We used the Morningstar fund screener to identify active managers who outpaced the index and their peers.
Emma Rapaport | 10 September 2020
Tapping opportunities in water and waste
Stocks
Tapping opportunities in water and waste
The growing consumption of water and the increased production of waste make these sectors compelling investments, says Fidelity's Bertrand Lecourt.
Lex Hall | 25 June 2020
Funds gap widens as investors seize on corona plunge
Funds
Funds gap widens as investors seize on corona plunge
Value-focused managers have struggled for several years now—a trend exacerbated by the recent sell-off.
Glenn Freeman | 13 May 2020