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Fidelity

Fidelity's mid-year outlook 2025

Trade wars, tariffs, and shifting US policy are reshaping global markets and driving investors to rethink allocations. This paper explores the forces behind growing market volatility, the attractiveness of emerging markets, and highlight where opportunities lie.

Rethinking equity diversification in an era of geoeconomic fragmentation risks

Fragmentation of the global economic, technological and security orders has the potential to impact international capital flows and could justify more geographically diversified equity positioning.

Analyst survey 2025

Fidelity's annual Analyst Survey shares insights on artificial intelligence, China, and the new administration in the White House, along with compelling investment ideas from Fidelity International's more than 100 analysts across the world.

Next Generation: Rewriting the rules of engagement

The next generation is starting to rewrite the rules of engagement in the financial services industry. Advisers who can demonstrate expertise in emerging investment vehicles, sustainable investing and digital engagement will be better positioned to serve this new generation of investors.

Outlook 2025: The divergence dividend

Fidelity's 2025 Annual Outlook examines the different macro scenarios that could play out in 2025 and provides an insight into how they are looking to position across the world's major asset classes as we head into a new year.

A practitioner's guide to investing in the energy transition

Constructing a carbon neutral economy – quickly – can seem so complex that it raises the question: where do you even start? Investors face the same conundrum. This guide offers some clarity by looking at what the transition means in practical terms as an investment theme.

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Retirement

Supercharging the ‘4% rule’ to ensure a richer retirement

The creator of the 4% rule for retirement withdrawals, Bill Bengen, has written a new book outlining fresh strategies to outlive your money, including holding fewer stocks in early retirement before increasing allocations.

Shares

Are franking credits worth pursuing?

Are franking credits factored into share prices? The data suggests they're probably not, and there are certain types of stocks that offer higher franking credits as well as the prospect for higher returns.

Retirement

Inflation cruels a comfortable retirement

ASFA’s latest estimates reveal that home-owning couples need at least $690,000 in super for a ‘comfortable’ retirement, yet only around 30% of people meet these thresholds, and the shortfall may deepen.

Australia’s sleepwalk into a damaged society

The role of family and community as foundations of a healthy society have been allowed to weaken. This has brought about Australia's spiritual decline and a thirst for dopamine that explains our high debt levels.

Investment strategies

The simplicity of this investing method hides its power

Despite the perception that successful investors nimbly navigate each zig and zag in the market, the evidence suggests otherwise. This approach can help an investor avoid self-harming their returns.

Investment strategies

Four ways that global investors are reshaping their US exposure

It wasn't long ago that investors were asking if US exceptionalism could continue. They now appear to be diversifying away from dollar assets and shifting to a more active US equity allocation.

Investment strategies

The case for high yield bonds

This is a primer on high yield bonds - their risk and returns compared to investment grade securities, diversification benefits, and strategies for selecting high yield investments for enhanced portfolio yields.

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