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Technical matters
Tax year end planning tools and resources Financial planning considerations - webinar Solving the retirement income conundrum events Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
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Paraplanner technical hub
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Investment Outlook
Each quarter Fidelity’s investment team analyses global markets and the key asset classes to provide a unique Investment Outlook for the next 12 months. All the major stock market regions are covered as well as bonds and commodities.
The team gives a positive, neutral or negative view on each asset class. The views in the report are derived from a variety of sources within and outside Fidelity International and are based on the house view of the Fidelity investment team and other sources.
Download the latest Investment Outlook report and watch the latest webcast and videos for the main asset classes and regions below.
After three years of rising markets, Fidelity’s Tom Stevenson is optimistic but cautiously so. While the bull market is clearly long in the tooth, it feels like it has further to go. Staying invested, being diversified and holding a decent cash buffer to ride out any volatility looks like a sound strategy for 2026. Here, Tom offers his insights into the global economy and emphasises the enduring importance of diversification.
The value of investments and the income from them, can go down as well as up, so clients may get back less than they invest.