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Fidelity International

Funds / Markets / Technology

How Blockchain Can Revolutionise the Financial System

May 24, 2022May 24, 2022 - by Fidelity International

Another year, another burst of extreme crypto volatility. But, as Fidelity explains, the blockchain technology behind bitcoin and other digital assets continues to grow in importance. 

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Funds / Markets

Corporates Weigh the Cost of Long-Term Russia Exits

May 10, 2022May 10, 2022 - by Fidelity International

Russia may be un-investable for years to come and many companies around the world will not do business with Putin’s regime again. For some, however, the devil is in the detail.

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Funds / Markets

Three Balancing Acts that Just Got Harder

April 13, 2022April 14, 2022 - by Fidelity International

As Fidelity’s Kate Howitt reports, endeavouring to counter the effects of the Covid era is a difficult balancing act, one made even more so by the current conflict in Ukraine.

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Funds / Markets

Analyst Survey 2022: Sector by sector

March 1, 2022March 2, 2022 - by Fidelity International

Fidelity International’s investment experts have recently completed their annual analyst survey for another year. Here is a sector-by-sector breakdown of what those in the know feel are the key points to watch.

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Funds / Markets / Strategy / Super

Navigating Uncertainty in Retirement

February 23, 2022February 22, 2022 - by Fidelity International

With legislation expected to make its way through Federal Parliament by July, there is a strong focus on creating a better framework to meet the financial needs of Australians during retirement.

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Funds / Markets / Technology

The Metaverse: Does it meta?

February 9, 2022February 9, 2022 - by Fidelity International

The buzz around the “metaverse” has gone into overdrive as the (virtual) reality draws closer and internet giants make big bets on its success. But is it all it’s cracked up to be?

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ESG / Funds / Markets

The Implications of a Heating World

February 1, 2022February 1, 2022 - by Fidelity International

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?

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ESG / Funds / Markets

Opportunities in the Energy Transition

January 24, 2022January 24, 2022 - by Fidelity International

As we transition to a low carbon economy, a considerably large investment universe is starting to emerge. Fidelity identifies 8 key investment opportunities from within it.

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Funds / Markets

2022 Fidelity Outlook: Global Equities

December 9, 2021December 9, 2021 - by Fidelity International

James Abela and Maroun Younes, Portfolio Managers of Fidelity’s Future Leaders strategies, break down their outlook for global equity markets in 2022.

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Funds / Markets / Technology

The Rise of Automation and Robotics

November 30, 2021November 30, 2021 - by Fidelity International

An ageing, growing population will amplify demand for goods and services around the world, creating exceptional opportunities in areas such as automation and robotics.

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Funds / Markets

Shaping Investments for the Future

October 21, 2021October 21, 2021 - by Fidelity International

With significant demographic shifts occurring around the world, one useful approach for investors is to use demographic themes and trends as a compass for future investing. 

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Funds / Markets

The Benefits of Global Mid and Small Cap Investing

September 23, 2021September 23, 2021 - by Fidelity International

With a strong investment discipline and consistent approach, James Abela and Maroun Younes from Fidelity believe the global stage offers many opportunities to invest in tomorrow’s future leaders.

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Funds / Markets

Diversify Your Portfolio

September 14, 2021September 14, 2021 - by Fidelity International

An allocation to both Australian and global equities can bring investors a broader choice of investment opportunities, as well as reduce volatility and enhance potential portfolio returns.

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Funds / Markets

After the Selloff: What’s next for Chinese equities?

August 11, 2021August 12, 2021 - by Fidelity International

Fidelity’s Paras Anand looks at what might happen next in Chinese markets after the recent selloff due to the publication of regulations targeting education companies fuelled fears of deeper policy uncertainties.

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Funds / Markets / Technology

China’s EV Industry Set for Even Faster Growth

June 1, 2021June 1, 2021 - by Fidelity International

Sherry Qin, a research analyst based in Fidelity’s Shanghai office, runs through China’s EV industry, which she believes could grow even faster than current estimations predict.

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Funds / Markets / Property / Strategy

Four Real Estate Trends to Watch as Economies Reopen

April 26, 2021April 27, 2021 - by Fidelity International

After a tumultuous 2020, the investment team at Fidelity International has identified four main trends that will drive real estate this year and in the decade to come.

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Etfs / Funds / Markets

Why Active ETFs Continue to Shine

April 7, 2021April 7, 2021 - by Fidelity International

Exchange Traded Funds (ETFs) have been around for over 25 years and have been met with extraordinary demand. But what are Active ETFs? Alva Devoy from Fidelity has the answer.

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Funds / Markets

Flows vs Friction

March 26, 2021March 26, 2021 - by Fidelity International

For decades, US stock exchanges have been taking centre stage in global equity offerings. But now, as Fidelity’s Paras Anand explains, a potential shift is brewing.

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Funds / Markets

The Perfect Recipe for a Strong Recovery?

March 11, 2021March 16, 2021 - by Fidelity International

It’s been an eventful start to the year so far in global financial markets. Fidelity’s James Abela gives his thoughts on whether the recovery can continue for the rest of 2021.

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Funds / Markets / Strategy / Super

Fears and Expectations

February 19, 2021February 18, 2021 - by Fidelity International

There are a range of financial, emotional and psychological fears that are often linked to retirement – for good reason. Richard Dinham from Fidelity International explains what they are and how to deal with them.

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Funds / Markets / Technology

Policing the Platforms

February 15, 2021February 15, 2021 - by Fidelity International

Questions about free speech on social media, internet companies’ policies on user expression, and government intervention in the tech industry are becoming impossible for investors to ignore.

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Funds / Markets

A Tighter Relationship between US and Australian Equities?

February 3, 2021February 3, 2021 - by Fidelity International

Given the importance of the US in global capital markets, monetary policy decisions made by the United States Federal Reserve have the potential to cause significant local market moves, writes Fidelity’s Anthony Doyle.

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Funds / Markets

2021: The outlook for small to mid-caps

December 8, 2020December 16, 2020 - by Fidelity International

James Abela and Maroun Younes of Fidelity International’s Future Leaders suite of funds share their thoughts on what the new year might have in store for the small- and mid-cap sectors.

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Funds

The ability to get up and go: Embracing corporate resilience

December 2, 2020 - by Fidelity International

“The only certainty is uncertainty,” is a well-known idiom. This philosophy is especially relevant right now as the global spread of COVID-19 triggers unprecedented economic disruption and market volatility.

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Funds

US Elections: As the dust settles

November 16, 2020 - by Fidelity International

As markets start to look through the US elections, the longer-term focus is on the US domestic economy, regionalisation of global trade, and the resilience of emerging and Asian markets.

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Funds

The point of maximum uncertainty

November 4, 2020November 10, 2020 - by Fidelity International

In this most unpredictable of years, is today the point of maximum uncertainty? As you read these words, the list of things we don’t yet have an answer to is long and daunting.

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Funds

The Uncertain Election

October 29, 2020October 29, 2020 - by Fidelity International

If you are expecting to wake up next Wednesday morning knowing who will be in the White House for the next four years, whether they have the backing of Congress, and what the economic and market implications will be, you may have to wait a little longer.

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Funds

Surviving but not altogether thriving

October 19, 2020October 23, 2020 - by Fidelity International

In Australia, we’ve always tended to think of bank stocks as the sleep at night option, ‘a buy and put it in the draw kind of investment’, because they’ve been so reliable in delivering growth and income. But as a sector, they’re facing considerable headwinds.

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  • Bell Potter LIC Weekly: Quality Growth – Going, Going, Gone
  • S32 – Citi rates the stock as Buy
  • ALQ – Morgan Stanley rates the stock as Equal-weight
  • SLC – Morgans rates the stock as Add
  • FPH – Citi rates the stock as Buy
  • ALQ – Macquarie rates the stock as Outperform
  • NAN – Morgans rates the stock as Add
  • Lunch Report: 26 May, 2022

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4Q reveals more focus on profit and cash flow

• LBY’s 4Q FY22 quarterly activities update showed continued solid growth in top line metrics, albeit slowing, with GMV of NZ$203m (+26% on pcp) and income of NZ$12.1m (+23% on pcp).
• Net Transaction Margin (NTM) disappointed at -0.5%, due to further increase in credit losses from 4.0% to 4.9% of GMV. However, new fraud and credit risk management tools have seen losses recover materially with NTM back to 1.2% in March and LBY is confident of further recovery in coming months.

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    Signs MOU with Ford Company – Kachi is now sold out!

    Lake Resources (LKE. ASX) – LKE has signed two non-binding MOU’s in the space of 10 days. Ford Company (Ford) has signed an MOU for ~25,000t/year and last week Hanwa, a Japanese commodity trader signed a MOU for up to 25,000t/year. Subject to execution, this is an amazing feat as Ford and Hanwa are prepared to enter into longer-term strategic partnerships with LKE. Commercial negotiations are still ongoing but are expected, especially if Ford & Hanwa inject new equity into LKE, to further de-risk the project financing & thus ensure LKE and Kachi are fully funded.

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      Strategic Vanadium-battery growth with Titanium & Iron earnings resiliency

      TNG Ltd is an ASX-listed technology owner and developer of the world-class Mount Peake near-surface vanadiferous titanomagnetite deposit. To unlock value, TNG will concentrate ore from its central Northern Territory mine for processing through its patented TIVAN® process produce three premium quality revenue streams: hi-purity vanadium pentoxide (V2O5) for steel alloys and Vanadium Redox Flow batteries, a quality titanium pigment for paints and a premium steel input with >64%Fe iron ore fines.

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        Promising exploration and development update while SOP prices continue to rise

        Two recent gravity surveys have considerably exceeded expectations and revealed potential for extensions to the existing MRE at Lake Throssell, plus a material growth opportunity at Lake Yeo. This reinforces the potential for a multi-decade, Tier-1 SOP production hub based around Lake Throssell.

        TMG is currently completing work towards the PFS due early 2023, including drilling to start in Q3 2022, evaporation trials and permitting activities. Results from these programs will support the PFS and any future resource upgrade.

        Benchmark SOP prices have risen to ~US$940/t due to recent geopolitical developments. The Oct 2021 Scoping Study assumed a SOP price of US$550/t and contained a sensitivity analysis showing every 10% increase in price drives a +$144m increase in the project NPV of $364m. The c.70% increase above the Scoping Study thus implies a project NPV of ~$1.4bn.

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          Biopharmas Hit, but Buying Opportunities Created

          The news being reported about the performance of biotechnology has been dour, to say the least, for some time now. Those dour articles have been deserved with the iShares Biotechnology Exchange-Traded Fund down 25% and the SPDR® S&P® Biotech ETF is down 45% from their highs. However, those articles are backward-looking, and successful investors need to be looking forward.

          Recently, however, an article in Nature Reviews Drug Discovery caught our eye which we believe should point the way forward for the vast majority of Australian biotechnology investors. This article indicates that, at least, two companies, Antisense Therapeutics (ANP) and Kazia Therapeutics (KZA), are right in the sweet spot in terms of the future of drug development.

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            Biopharmas Hit, but Buying Opportunities Created

            The news being reported about the performance of biotechnology has been dour, to say the least, for some time now. Those dour articles have been deserved with the iShares Biotechnology Exchange-Traded Fund down 25% and the SPDR® S&P® Biotech ETF is down 45% from their highs. However, those articles are backward-looking, and successful investors need to be looking forward.

            Recently, however, an article in Nature Reviews Drug Discovery caught our eye which we believe should point the way forward for the vast majority of Australian biotechnology investors. This article indicates that, at least, two companies, Antisense Therapeutics (ANP) and Kazia Therapeutics (KZA), are right in the sweet spot in terms of the future of drug development.

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              Coal prices up, debt down – It’s payback time

              Strong 1H22 but the real story unfolds in 2H22.

              TerraCom made two announcements to the ASX on the 28th February – the first was their 2021 Half Year 2021 result which indicated that TER continues to report strong operating metrics as well as enjoying buoyant thermal coal markets which is allowing them to pay down debt at an accelerated pace.

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                Hitting goals – Making four material announcements

                We initiated on Magnis Energy Technologies (MNS.ASX) in December 2021 and since then, MNS has made four material announcements. Firstly; a conditional offtake contract for 600,000t of graphite concentrate from the Tanzanian Nachu Project (net 100%) was signed with Traxys, a global
                commodities merchant with annual revenue of ~US$6Bn; secondly; semi autonomous production has started at battery gigafactory iM3NY, thirdly;
                exciting Extra Fast Charge battery tests were reported and most recently, the game changing launch of the Lithium Slim Energy Reserve battery platform, which supports C4V’s growing EFC capability.

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                  Increasing our Target

                  Despite the lower realised oil and gas price, which fell by 5.4% and 19.7% respectively in August, Calima managed to show improvement in its key business metrics.

                  We expect higher production in November due to the contribution by the new Thorsby wells which will be drilled in August/September which will see Calima meet its 2021 production guidance of 4,500 boe/d.

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                    Emerging Financial Wealth Advisory Group

                    WT Financial Group Limited (WTL) is a growing diversified financial services company, founded in 2010 and listed on the Australian Stock Exchange (ASX) in 2015. Its advice and product offerings are delivered primarily through a group of independent financial advisers operating as authorised representatives of WTL under its Wealth Today Pty Ltd (Wealth Today) and Sentry Group Pty Ltd (Sentry Group) dealer group operations. It has around 275 advisers across more than 200 financial advice practices Australia-wide. It also operates a direct-to-consumer operation under its Spring Financial Group brand.

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                      Immutep Taking the Fight to Cancer

                      In May 2021, Corporate Connect analyst Marc Sinatra published a comprehensive research report on ASX-listed biotech Immutep Ltd (ASX: IMM). So impressed was he with IMM that Corporate Connect felt it imperative that a follow-up report be released placing a valuation on the company, because the market was not seeing the vast potential of eftilagimod alpha (efti).

                      This follow-up report has been released today. Using comparables, after adding cash back to their EV estimate and dividing by the total number of issued shares, Corporate Connect now places the fair value of an Immutep share at $A2.20.

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                        Phillips 66 to acquire 16% in NVX – 12-month target price rises 7% through project de-risking

                        Phillips 66 (PSX) has entered into an agreement with NVX to acquire 77.9m new shares for US$150m (A$203m). PSX is the worlds largest producer of speciality petroleum coke a precursor for battery grade synthetic graphite anode materials found with an Enterprise Value of US$47.5Bn and assets of US$57Bn.

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                          Market leading lifelong learning platform technology company in Australia and SE Asia

                          PayGroup (PYG) delivers multi-country BPO services and cloud SaaS HCM solutions, assisting companies to manage employees in multiple, complex jurisdictions. The company has many growth opportunities, including new clients, new jurisdictions, new products, partner expansion, and new revenue sources. PYG’s scalable business model allows operating leverage and with savings from in-housing third party technology, support margin expansion.

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                            Market leading lifelong learning platform technology company in Australia and SE Asia

                            OpenLearning (OLL) is a higher education technology company that operates a scalable online learning platform through a software-as-a-service (SaaS) business model and provides a global marketplace of high quality courses for learners of all levels. Its primary customers are education providers based in Australia and South-East Asia (primarily Malaysia). OLL started operations in Australia in 2012 and expanded to Malaysia in 2015, Singapore in 2018, and recently also Indonesia.

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