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Insights and opinions

Expert opinions on markets, trends and financial planning.

The objective of this page is to present users with objective news, information, data and guidance on personal finance topics drawn from a diverse collection of sources including affiliated and non-affiliated financial services publications. Content is not intended to provide tax, legal, insurance or investment advice and should not be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security or investment by any Fidelity entity or any third-party. Please note that the views expressed may no longer be current.

We’re all going to die… wealthy?

The 2015 pension reforms changed the way you take income in retirement. But with freedom comes responsibility. You now have to work out how to make your pension last, so you don’t run out of money.

Matt Jones
Matt Jones
Third Party Distribution Business Development Manager, Royal London Asset Management
05 Dec 2018

Out with the new and in with the old?

As rock-bottom interest rates draw to a close and US short-term real yields return to positive territory, Dr Niall O’Connor of Brooks Macdonald, looks at what the end of quantitative easing means for investors.

Niall O’Connor
Niall O’Connor
Deputy-Manager of the Defensive Capital Fund, Brooks Macdonald
27 Nov 2018

Unconstrained investing – The freedom to perform

Thomas Moore of Aberdeen Standard Investments tells us why volatility in the UK equity markets has created numerous investment opportunities and why his investment approach is ideally suited to capture these opportunities.

Thomas Moore
Thomas Moore
Fund Manager, Aberdeen Standard Investments
22 Nov 2018

2018 Autumn Budget

Pensions and savings takeaways

FundsNetwork
FundsNetwork
Update
30 Oct 2018

Nowhere to hide from volatility?

Stuart Canning of M&G Investments reflects on how 2018 has been a volatile year across regions and asset classes. As a result, absolute return funds have emerged as a likely solution.

Stuart Canning
Stuart Canning
Research Analyst, M&G Investments
24 Oct 2018

An alternative option

Mayank Markanday of Architas explains why he believes that assets offering something different to investors could become increasingly attractive. Here he puts two different sub-asset classes under the microscope.

Mayank Markanday
Mayank Markanday
Investment Manager, Architas
25 Sep 2018

The Connected Farm: How AgTech is utilising data to change the future of agriculture

Jeneiv Shah, of Sarasin & Partners, looks at why investing in food and agriculture is attractive with the ‘food economy’ currently on a structural upward growth trajectory.

Jeneiv Shah
Jeneiv Shah
Deputy Fund Manager and Analyst
20 Sep 2018

The lure of renewables

After years of debate over costs versus rewards, has renewable energy finally come of age? Paul Flood surveys the market landscape.

Paul Flood
Paul Flood
Portfolio Manager, Newton, a BNY Mellon company
05 Sep 2018

Growth & income investing in emerging markets

Julian Mayo discusses the increasing dividends that emerging market companies are offering shareholders.

Julian Mayo
Julian Mayo
Senior Vice President and Chief Investment Strategist, Fiera Capital
23 Aug 2018

How flexible is flexible?

Andrew Harman explores the pitfalls to avoid in order to stay true to your investment process.

Andrew Harman
Andrew Harman
Portfolio Manager, First State Diversified Growth Fund
18 Jul 2018

Five points about active management

Peter Elston outlines five key points he believes are key when considering actively managed solutions.

Peter Elston
Peter Elston
Chief Investment Officer, Seneca Investment Managers
04 Jul 2018

High Yield – Bifurcation creating opportunities in the retail sector

Thomas Moore explores opportunities for bond investors, with many household names coming under scrutiny.

Thomas Moore
Thomas Moore
Fund Manager, Invesco Perpetual
13 Jun 2018

Infrastructure – investing for growth

Steven Kempler on how underinvestment in infrastructure affects global listed infrastructure as an asset class.

Steven Kempler
Steven Kempler
Portfolio Manager, Maple-Brown Abbott Global Listed Infrastructure
30 May 2018

Actively allocating to an improved UK outlook

George Godber on how investors can make the most of opportunities against an improved UK outlook.

George Godber
George Godber
Fund manager, Polar Capital UK Value Opportunities Fund
22 May 2018

Are defensive assets a safe bet?

Bill McQuaker discusses why we’ve seen an atypical response from traditionally ‘defensive’ assets.

Bill McQuaker
Bill McQuaker
Portfolio Manager, Multi Asset Open range, Fidelity International
10 May 2018

New technology and long-term economic growth

A look at the effect of technological change on the global economy and labour force.

John Bilton
John Bilton
Head of Global Multi-Asset Strategy, Multi-Asset Solutions, J.P. Morgan
04 Apr 2018

Keeping the lid on risk

Thomas wells explains why volatility isn’t necessarily a very good measure of risk.

Thomas Wells
Thomas Wells
Multi-Asset Fund Manager, Aviva Investors
13 Mar 2018

Where should investors look for opportunities in 2018?

Hugh Young of Aberdeen Standard Investments Asia, reflects on the fact that after a turbo-charged 2017, investors have become nervous of a market sell-off. But while the bull cycle is ten years old, its end is not necessarily imminent.

Hugh Young
Hugh Young
Managing Director of Aberdeen Standard Investments, Asia
28 Feb 2018

A guide to ‘defensification’

John Stopford and Jason Borbora of Investec Diversified Income Fund reflect on how investors can protect themselves against the risk of a market sell-off now.

John Stopford & Jason Borbora
John Stopford & Jason Borbora
Investec Diversified Income Fund
12 Feb 2018

The good, the bad and the ugly

Torcail Stewart of Baillie Gifford explains that in this buoyant market, the preferred vehicles tend to be Exchange Traded Index funds (ETFs), funds that seek to replicate and track the market.

Torcail Stewart
Torcail Stewart
Investment Manager, Baillie Gifford & Co
01 Feb 2018

How to protect cautious investors against the threats of normalisation

Sam Liddle of Church House Investment Management, explores how Floating Rate Notes provide a hedge against rising interest rates, as well as a higher return than deposit cash, with full liquidity and low volatility.

Sam Liddle
Sam Liddle
Sales Director, Church House Investment Management
23 Jan 2018

Something in the air

Growing funding pressures and healthy demand are helping to create new investment opportunities in the aviation finance sector. Paul Flood of Newton multi-asset income manager, explores the latest trends in the sector.

Paul Flood
Paul Flood
Portfolio Manager, Newton, a BNY Mellon company
11 Jan 2018

Innovative companies

Ian Mortimer of Guinness Global Innovators explains that innovative companies can maintain a competitive edge which translates into superior financial and stock performance. That’s why assessing innovation is key when assembling growth stocks.

Ian Mortimer
Ian Mortimer
Portfolio Manager, Guinness Global Innovators
04 Dec 2017