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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
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