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22 May 2026
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Each year, Fidelity's Analyst survey focuses on the key questions investment decision makers are asking, helping investors understand how themes could play out across portfolios.
Changes in the prevailing macro regime means investors must now consider geo-economic fragmentation, fiscal sustainability risks, the dominance of the AI theme, and the high concentration of market-cap weighted indices when making equity allocation decisions.
In 2026, investors will need to consider how to make sense of structural shifts that are playing out across economies, sectors, and regions. From the promises of AI to how to building resilient portfolios for a more multipolar world.
When allocating to global equities, investors often gravitate towards global large-cap stocks. This paper highlights the potential benefits of investing in global mid-cap stocks, contrasting them with the more commonly chosen large‑caps.
The traditional 60/40 portfolio, over the next 10 years, could deliver lower risk-adjusted returns than investors have become accustomed to. This report identifies six actions that investors can take to adapt their portfolios for today’s fragmenting world.
For the first time in human history, older populations are growing at a faster pace than the youngest cohorts, ushering in an unprecedented demographic shift worldwide.
A return to indexation of capital gains would be a fairer way to compensate households for the effects of inflation than the current discount. Importantly, it opens the door to future, broader reforms to stop the taxation of inflation.
Australia may not levy formal death duties, but a growing web of tax measures is quietly shaping what wealth passes between generations. Now, the 2026 budget adds another layer.
From oil shocks to fractured alliances, the Iran war carries the hallmarks of a historic policy misstep - one that could tip an already fragile global economy into crisis.
Marketed as a fix for inequality and housing affordability, the latest budget instead delivers a tangle of tax changes that leave everyday Australians worse off.
Copper has had a rough few weeks but investors should not ignore the potential for future price increases as supply increasingly falls behind demand.
The budget’s property tax reforms are being framed as fairness measures, but they risk splitting the housing market, penalising lower‑income investors and introducing distortions that may prove costly.
The vast and opaque world of private assets is a powerful gravitational force - and when trouble hits, it's the more liquid public equities that often the feel it first.