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Fidelity

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.

New life, old life

Most older Australians are not actively planning for the final chapters of their working life. While many find the time to plan the lifestyle and financial aspects of their future retirement, too few take positive action to improve the circumstances of the inevitable wind-down phase of their working lives.

Outlook 2023: An investor’s guide to the year ahead

Markets want to believe that central banks will blink and change direction, negotiating the economy towards a soft landing. But in our view, a hard landing remains the most likely outcome in 2023.

Latest Updates

SMSF strategies

Meg on SMSFs: Withdrawing assets ahead of the $3m super tax

The super tax has caused an almighty scuffle, but for SMSFs impacted by the proposed tax, a big question remains: what should they do now? Here are ideas for those wanting to withdraw money from their SMSF.

Superannuation

The huge cost of super tax concessions

The current net annual cost of superannuation tax subsidies is around $40 billion, growing to more than $110 billion by 2060. These subsidies have always been bad policy, representing a waste of taxpayers' money.

Planning

How to avoid inheritance fights

Inspired by the papal conclave, this explores how families can avoid post-death drama through honest conversations, better planning, and trial runs - so there are no surprises when it really matters.

Superannuation

Super contribution splitting

Super contribution splitting allows couples to divide before-tax contributions to super between spouses, maximizing savings. It’s not for everyone, but in the right circumstances, it can be a smart strategy worth exploring.

Economy

Trump vs Powell: Who will blink first?

The US economy faces an unprecedented clash in leadership styles, but the President and Fed Chair could both take a lesson from the other. Not least because the fiscal and monetary authorities need to work together.

Gold

Credit cuts, rising risks, and the case for gold

Shares trade at steep valuations despite higher risks of a recession. Amid doubts that a 60/40 portfolio can still provide enough protection through times of market stress, gold's record shines bright.

Investment strategies

Buffett acolyte warns passive investors of mediocre future returns

While Chris Bloomstan doesn't have the track record of his hero, it's impressive nonetheless. And he's recently warned that today has uncanny resemblances to the 1990s tech bubble and US returns are likely to be disappointing.

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