Managing client expectationsA selection of topical investment insights to assist your conversations with clients
Our research on the business challenges facing financial advisers shows that among the 75% of advisers who say that business worries are keeping them up at night, a quarter are concerned about stock market volatility and geopolitical risk.
With clients becoming accustomed to stable and growing markets, advisers tell us they would welcome material to help aid their discussions with clients. As a result, we’ve brought together information from five fund partners, which includes a couple of guides that may be used directly with clients plus additional insight and investment considerations for advisers.
Watch Tom Stevenson's last investment outlook as he reflects back at a very dramatic year in 2020. Looking ahead at the trends he thinks might shape the financial horizon. How might cryptocurrency and ESG investing shape the recovery, as well as the threat of inflation. He will also be answering questions from clients on what he thinks they should do with their investments.
Outlook 2021: Seizing the new reality
Discover the latest thinking from Fidelity's investment team as their CIOs and portfolio managers discuss the big factors and themes that will drive returns across the world’s major asset classes in 2021.Find out more
Benefit from Fidelity’s expert insight and support materials for you and your clients
A wide range of topical market insight, volatility guides and client-facing material from Fidelity to support your client conversations.Discover More
Client guide to investing in volatile markets
From the importance of diversifying portfolios, to a five-point investment checklist, this guide gives clients information on all the things they might need to consider when investing through periods of volatility in the markets.Download now
Client guide to equities
An introduction to ordinary company shares, how they can make money for an investor (and how they can lose it). It also highlights the different ways to invest in equities, including a run-down of the types of equity fund that investors may encounter.Download now
Principles for successful long-term investing
The key to successful investing is learning from the past and understanding the present. J.P. Morgan Asset Management present six time-tested strategies for guiding portfolios through today’s challenging markets and towards tomorrow’s goals.Download now