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  • Writer's pictureCOMPASS

Global Market Outlook 2022

Fidelity Australian Equities Fund...Paul Taylor

Key points

  • Australia remained resilient throughout the pandemic, and it should remain an attractive place to invest, work, and study.

  • There has been a notable acceleration in existing trends like e-commerce, which expands our investment universe.

  • The resources sector, for example, has been bolstered by strong demand for commodities, and we think that the current market environment can aid those stock pickers with a robust process.

  • We also like high-quality businesses with a sustainable competitive edge, strong free cash flow, and healthy earnings growth.

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