What Has Brought the King of Value Investors Back to Tokyo?
Fidelity’s Tom Stevenson looks into what has brought the king of value investors, Warren Buffett, back to Japanese equities after a long absence.
Read MoreFidelity’s Tom Stevenson looks into what has brought the king of value investors, Warren Buffett, back to Japanese equities after a long absence.
Read MoreFidelity’s Tom Stevenson reports that just five tech stocks have accounted for two thirds of the S&P’s 8% rise this year, a much bigger proportion than the capitalisation they represent.
Read MoreSix months ago, one might have laughed at the suggestion of investing in Emerging Markets. Fidelity’s Tom Stevenson explains why this is no longer the case.
Read MoreAs rising rates bring a period of illusory wealth to a close, there are few places to hide – no sooner has the lid been lifted on one set of casualties than attention shifts to the next.
Read MoreAs Fidelity’s Tom Stevenson explains, the banking system relies on communal faith that, as it did recently at SVB, can evaporate – invariably with catastrophic consequences.
Read MoreThe recent release of the Credit Suisse Global Investment Returns Yearbook set Fidelity’s Tom Stevenson thinking about his kids’ generation and what the investment future looks like for them.
Read MoreMarket forecasting is a difficult and often thankless task – especially, as Fidelity’s Tom Stevenson points out, in the sort of rollercoaster ride the first two months of 2023 have been.
Read MoreFidelity’s Tom Stevenson takes a look at one of the more counter-intuitive aspects of stock market investment: the topsy-turvy relationship between the news and the markets.
Read MoreFidelity’s Tom Stevenson is as surprised as anyone about the market’s recent rally, and how investors seem to have turned up to the party before the invitations have even been printed.
Read MoreWe know that markets and the economy march to a different beat, but this has still been a surprisingly strong start to the year. Fidelity’s Tom Stevenson takes a look at why.
Read MoreFidelity’s Tom Stevenson reminisces on a Thanksgiving to forget and ruminates over the ambivalent blessings of 2022, a similarly forgettable year for investors.
Read MoreSelecting the right fund is important and, as Fidelity’s Tom Stevenson explains in his regular column, the difference between the best of them and the rest of them is wide.
Read MoreFidelity’s Tom Stevenson is unsettled by just how many things he could list about investing that he used to believe unreservedly and about which he is now not quite so sure.
Read MoreIn this torrid market with its stacked-up adversities, Fidelity’s Tom Stevenson puts forth a case for patience, remaining invested and systematically putting one’s money to work.
Read MoreHow do you tell if what we’ve enjoyed over the past two months is the start of a renewed bull market or just another bear market rally? Tom Stevenson from Fidelity has a few suggestions.
Read MoreJust as equity and bond investors were first to pull the plug, it will likely be those markets that regain their mojo first. Fidelity’s Tom Stevenson explains why there’s always another bandwagon.
Read MoreWhat we think about the price of an asset largely reflects whether we are a buyer or a seller of it. As Fidelity’s Tom Stevenson explains, the view depends on which end of the telescope you’re looking through.
Read MoreFidelity’s Tom Stevenson explains why, for the Fed and other central banks, easing the inflationary economy onto the runway safely and achieving a soft landing is all that matters.
Read MoreFor the first time since the market plunge in March 2020 more company bosses and other senior executives were buying shares in their own companies in May than were selling them.
Read MoreThe renewal of the Cold War; an energy crisis; a re-run of the 2000-2003 technology sell-off – we’re running over familiar ground. History may not repeat itself, but it’s rhyming.
Read MoreWith global equity markets having pulled back substantially in recent months, Fidelity’s Tom Stevenson offers up six reasons why buying the dip may make sense for investors.
Read MoreFidelity’s Tom Stevenson explains why he believes the FAANGs are driven by very different commercial influences and investors may not be served well by lumping them together.
Read MoreFidelity’s Tom Stevenson looks at one of the crystal balls investors use to identify turning points in the economy: the bond market, specifically, long and short-dated bond yields.
Read MoreIt’s not hard to see why investors have shied away from China recently. Fidelity’s Tom Stevenson looks at why now might be the right time to take another look in that direction.
Read MoreYouth, as the old adage goes, is wasted on the young. Fidelity’s Tom Stevenson has some sage advice from his time in the markets for investors starting out on their journey.
Read MoreThe events of the past week have handed us a long list of lessons about how we should and should not manage our portfolios at times of crisis. Here are a few of the more important ones.
Read MoreAs Fidelity’s Tom Stevenson writes in his regular column, when it comes to monetary policy the watersheds are even less obvious than for a stock market index or share price.
Read MoreAs we approach the COP-26 climate summit in Glasgow this week, we as investors know what to do about climate change, and that it means addressing some inconvenient questions.
Read MoreGiven the turmoil currently overwhelming global markets and economies, Fidelity’s Tom Stevenson tries to answer one of the most pertinent questions at the moment: should we be worried?
Read MoreYou might reasonably think that investors are worrying about two contradictory things at the moment. On the face of it, that makes no sense. They can’t both be a problem at the same time, can they?
Read MoreGovernments like a bit of inflation. Central banks think they can achieve it. It’s the rest of us who will have to deal with the consequences if they can’t, argues Fidelity’s Tom Stevenson.
Read MoreIn his regular column, Tom Stevenson from Fidelity breaks down hot topic Environmental, Social and Corporate Governance – ESG – and asks the question: fad? or future?
Read MoreAs humans we are hard-wired to be anxious when things are not what we expect. There’s a good reason for that. It protects us from danger. Fidelity’s Tom Stevenson with more.
Read MoreFidelity’s Tom Stevenson is back with his regular column to look at what’s happening with China’s recent clampdown on alleged speculation, fake news and hoarding in the commodities markets.
Read MoreFidelity’s Tom Stevenson is back with his regular column, and this time he picks apart the recent comments by Elon Musk and looks at cryptocurrencies in an ESG context.
Read MoreA year into the most remarkable stockmarket recovery we are ever likely to experience, now is the perfect time to give portfolios a mid-flight check.
Read MoreThe holy grail of investing should not be to buy an OK company at a great price but to buy a great one at an OK price. Tom Stevenson from Fidelity shares some thoughts on how to do so.
Read MoreAs Fidelity’s Tom Stevenson explains in his regular column, Joe Biden is America’s oldest ever president who, in the end, has to persuade someone to pick up the tab for his youthful ambition.
Read MoreFidelity International Investment Director Tom Stevenson tackles the age-old question we’d all dearly like to know the answer to: Can you have it all?
Read MoreFidelity International’s Tom Stevenson has a look back at 2020 and finds some lessons to be learnt from the remarkable year just passed.
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