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Bereavement Adviser fees services Reporting services Back office integration Information only advisers Transferring clients between firms Capital gains reporting Re-registrations and transfers What platforms do - an explanation for your clients IPOs and Placings Supporting vulnerable clients
News & insights
Insights and opinions Fidelity Adviser Solutions press releases Building profitable practices
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Investment Outlook
Understanding market volatility
Webinar: Surviving retirement
News & Insights
News & Insights
Insights and opinions Fidelity Adviser Solutions press releases Building profitable practices
Building profitable practices
Guidance & advice
Technical resources
10 must-do tasks for the start of the tax year The lifetime allowance Retirement Income Pension forum Pension, retirement and tax planning Pensions ‘in-depth’: tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training Compliance and regulatory matters Using technology to manage regulatory change
Technical matters
Technical matters
10 must-do tasks for the start of the tax year The lifetime allowance Retirement Income Pension forum Pension, retirement and tax planning Pensions ‘in-depth’: tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training Compliance and regulatory matters Using technology to manage regulatory change
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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 give 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.
Is opportunity knocking?
Nine months into 2023 and investors have had a smoother ride than last year, although it has been far from plain sailing. Although inflation has started to fall back, investors have had to get used to a new 'higher for longer' interest rate narrative and the economic outlook remains uncertain.
Download latest outlook
