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.
Jason Borbora-Sheen and John Stopford of Investec Asset Management, look at why, even outside of periods of increased recession risk, defence strategies that emphasise drawdown management makes good sense for investors.
With passive funds becoming increasingly popular with investors, Peter Elston of Seneca Investment Managers talks about the predictability of financial markets, the basis of active management and some of the key protagonists.
Nick Martin, Fund Manager of the Polar Capital Global Insurance Fund, looks at the role insurance has provided as the bedrock of some of the world’s most successful companies − a sector often overlooked by investors due to bad experiences.
Solomon Nevins from Architas discusses the buying and selling of investments, the impact a lack of liquidity can have and how Architas strive to avoid the pitfalls of investing in illiquid assets.
Sam McArthur, of Puma Investments, explains how accessing an AIM portfolio service can offer the potential growth opportunities of AIM stocks combined with the benefits of Inheritance Tax mitigation.
Nick Clay, Lead Manager of the Newton Global Equity Income strategy, explains why he has held Hennes & Mauritz (H&M) for several years – a company whose ESG credentials are streets ahead of its peer group.
John William Olsen of M&G Investments, reflects on the scale of challenges the world is facing and the need to act now to protect the future of the planet. He believes that impact investment should increasingly help drive solutions.
Martin Foden, Head of Credit Research at Royal London Asset Management considers the challenges of investing in the retail sector and how to be protected if things go wrong.
Paul Squirrell takes a step-by-step approach to calculating client’s annual allowance charges.
Michael Bell, Global Market Strategist for J.P.Morgan Asset Management, explores how carefully selecting value stocks for a portfolio can be similar to managing a football team.
With incessant industry change from a regulatory, legislative and technical perspective, Paul Richards, Head of Sales, reflects on how FundsNetwork offers advisory firms comprehensive technical support.
Paul Squirrell looks at the differences between the old and new State Pensions and the options open to clients should they wish to boost their entitlement or defer their State Pension.
Peter Elston, CIO at Seneca Investment Managers, reflects on the fact that investment success, very much like skill or luck games, depends on understanding your edge and profiting from it.
Ewan Thompson of Neptune Investment Management discusses the Indian growth story. Here he explains why India remains one of the most attractive long-term markets.
The pension lifetime allowance (LTA) was introduced as part of ‘pension simplification’ back on A-Day in April 2006. LTA planning, however, can be far from straightforward given the constant changes made to the allowance over the years.
George Godber and Georgina Hamilton, Fund Managers at Polar Capital, look at the over-riding emotions around investing in the UK.
John Stopford of Investec explains why he sees income like a dependable engine, able to drive returns through the ups and downs of the investment cycle.
Alex Araujo of M&G explains that infrastructure holds an important place in the fabric of modern society and why the private sector will play a significant role in its restoration.
Karen Ward of J.P. Morgan Asset Management, looks at five key themes for markets this year and reminds investors that this is not a time to be distracted by turbulence.
Mayank Markanday of Architas explains what he believes are the benefits of alternative investments. Here he reviews the aircraft leasing sub-sector.
Jeffrey Taylor, Invesco’s Head of European Equities, looks back at what investors had to deal with in 2018 and how pessimistic they have become. He also looks forward to 2019 and feels the outlook for domestic demand looks good.
Alex Wright from Fidelity International explains why 2019 could turn into a surprisingly positive year for investors brave enough to buy UK equities before the good news.
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.
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.
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.
Pensions and savings takeaways
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.
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.
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.
After years of debate over costs versus rewards, has renewable energy finally come of age? Paul Flood surveys the market landscape.
Julian Mayo discusses the increasing dividends that emerging market companies are offering shareholders.
Andrew Harman explores the pitfalls to avoid in order to stay true to your investment process.
Peter Elston outlines five key points he believes are key when considering actively managed solutions.
Thomas Moore explores opportunities for bond investors, with many household names coming under scrutiny.
Steven Kempler on how underinvestment in infrastructure affects global listed infrastructure as an asset class.
George Godber on how investors can make the most of opportunities against an improved UK outlook.
Bill McQuaker discusses why we’ve seen an atypical response from traditionally ‘defensive’ assets.
A look at the effect of technological change on the global economy and labour force.
Thomas wells explains why volatility isn’t necessarily a very good measure of risk.
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.
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.
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.
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.
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.