Services
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
About us
Model portfolio services
Support services
Support services
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
Overview
News & insights
Insights and opinions Fidelity Adviser Solutions press releases Building profitable practices
Back
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
Replacement of the lifetime allowance Retirement Income Pension forum 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 Compliance and regulatory matters Using technology to manage regulatory change
Technical matters
Technical matters
Replacement of the lifetime allowance Retirement Income Pension forum 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 Compliance and regulatory matters Using technology to manage regulatory change
More support
Understanding market volatility
Tom Stevenson, Investment Director
Stock markets rise and fall for all sorts of reasons - interest rate hikes, geopolitical changes, company announcements... the list goes on. And while these movements might make your clients feel uncomfortable, they're part and parcel of investing.
Here are some things to help support your discussions with clients when volatility strikes. Although they may be of most use when the market outlook is uncertain, they highlight some general principles of investment which may be helpful to your clients at any time in the cycle.
Markets don’t wait for dawn to break
Our short summary considers how markets have historically pre-empted the economy and what this means for investors.
Diversification is more important than ever
2022 was a highly unusual year when nearly all types of investment fell in value. Our brief summary explains why this doesn’t diminish the case for diversification.
Guides for your clients
Managing investments in uncertain times
Volatility is inevitable in a healthy market, and every long-term investor will experience it from time to time. So, it’s important to be comfortable with the idea of seeing the market change.
Putting time on your side
Summarising for your clients the benefits of taking a longer-term view.
When doing nothing is best
Explaining why it is usually best to remain fully invested through periods of uncertainty.
Latest investment insight
Cashing in on investment markets
With cash having become more attractive over the past year, this article from Liontrust can help explain to clients the potential benefits of being invested in equities for the long term.
A fairy tale economy
Premier Miton’s Ian Rees questions whether a Goldilocks economy is a fairy tale too good to be true.
Third quarter Guide to the Markets
In volatile markets, having access to up-to-date information is essential to making informed investment decisions. So J.P.Morgan’s new Guide to the Markets will now be refreshed on a daily basis.
Understanding market volatility
Financial history shows that from time to time markets experience bouts of heightened volatility for many reasons. Fidelity’s interactive tools look at the past and highlight lessons.
Video: Volatility vs Risk
It’s important to remember that risk is about balancing the chances of a loss with the benefits of a higher return over time, while volatility – the inevitable ups and downs of the market – is an integral, often short-lived part of investing.
Watch now
Video: Regular savings plans
The difficult part is deciding when to invest and this relies on timing the low points – something to be treated with caution. Investing regular amounts every month helps take the guess work out of it, helping you to smooth your returns over the long-term.
Watch now
Video: Diversification for volatile markets
The returns from different asset classes will naturally vary over time. Holding a diverse range of assets in line with your goals and risk tolerance will help minimise the impact of a single asset class on your overall portfolio.
Watch now