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Home / Author: Fidelity

Fidelity

Unlocking alpha in a differentiated commodities supercycle

With structural demand rising across energy, digital, and industrial sectors, commodities can offer more than just a diversification and inflation hedge. They may also present a pathway to differentiated returns.

Fidelity
20 November 2025
2

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.

Fidelity
17 July 2025

2024-2025 financial year in review

Fidelity's annual financial year in review draws upon some of the highs and lows across markets with a business update, market insights from the year, and the outlook for the next financial year ahead from our investment experts.

Fidelity
16 July 2025

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.

Fidelity
26 June 2025

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.

Fidelity
20 February 2025

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.

Fidelity
16 January 2025

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Latest Updates

Exchange traded products

It’s time for LICs to die

A high-profile dividend cut and a prominent fund manager’s apology have reignited a long-running debate. If investors can access similar exposures more cheaply and efficiently elsewhere, what exactly is keeping LICs alive?

David Tuckwell
30 September 2026
44

Taxation

Will investors be better or worse off under new housing tax changes?

Housing tax reforms have sparked warnings of market turmoil and promises of greater fairness. But after modelling nearly two decades of property data, the results suggest winners and losers may not be who many investors expect.

Elyse Dwyer, Nick Garvin
30 September 2026
6

Retirement

Three considerations before reshaping your legacy plan

Many retirees hope to leave a legacy. Proposed trust tax reforms could force families to rethink. The question is not how much to leave behind, but whether today's inheritance plans will still make sense as circumstances change.

Felipe Araujo
30 September 2026
3

Investment strategies

Why experienced investors still get markets wrong

Retirement is approaching. Markets are noisy. And every headline seems to demand action. The biggest investment risk isn't fear, greed or market volatility, it often arrives disguised as research and sensible risk management.

Neil Rogan
30 September 2026

Why pay more for less?

Conditions were stacked in favour of professional investors in 2026. Most still fell short, raising questions about where investors should look for value. Meanwhile, an alternative strategy continued to make its case.

Russel Chesler
30 September 2026

Investment strategies

Bleeding air out of the bubble

Equity valuations have fallen sharply over the past year, yet investors have largely been spared the volatility and losses that typically accompany a de-rating. What explains this unusually orderly reset? Here are five key drivers.

Amr Hanafy, Jeff Blazek
30 September 2026
1

Strategy

Has AI gone rogue?

We worry about AI becoming conscious. But what if consciousness isn't the issue? The more unsettling possibility is a machine capable of pursuing objectives relentlessly, without motives, emotions, or awareness of any kind.

Tony Dillon
30 September 2026
5

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