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.
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.
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.
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.
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.
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.
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.
Growth & income investing in emerging markets
Julian Mayo discusses the increasing dividends that emerging market companies are offering shareholders.
How flexible is flexible?
Andrew Harman explores the pitfalls to avoid in order to stay true to your investment process.
Five points about active management
Peter Elston outlines five key points he believes are key when considering actively managed solutions.
High Yield – Bifurcation creating opportunities in the retail sector
Thomas Moore explores opportunities for bond investors, with many household names coming under scrutiny.
Infrastructure – investing for growth
Steven Kempler on how underinvestment in infrastructure affects global listed infrastructure as an asset class.
Actively allocating to an improved UK outlook
George Godber on how investors can make the most of opportunities against an improved UK outlook.
Are defensive assets a safe bet?
Bill McQuaker discusses why we’ve seen an atypical response from traditionally ‘defensive’ assets.
New technology and long-term economic growth
A look at the effect of technological change on the global economy and labour force.
Keeping the lid on risk
Thomas wells explains why volatility isn’t necessarily a very good measure of risk.
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.
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.
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.
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.
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.
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.
