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13 October 2026

Home / Author: Fidelity

Fidelity

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.

Pathway to women's financial independence

While many women feel trapped by their financial situation and lack the confidence or knowledge to break out of their circumstances, women are highly motivated to achieve financial independence. Differentiated and tailored financial advice is key to having an overall positive impact on their lives.

Retirement: The now and the then

More Australians are moving away from the dream of early retirement with pre-retirees planning to work longer after the age of 67, according to Fidelity's new report, developed in conjunction with independent research firm, MYMAVINS.

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Fixed interest

Higher yields are creating opportunities in global bonds

Bond markets are adjusting to a new reality, but not in the ways investors expect. With markets repricing and capital competing for attention, investors may need to rethink where resilience and opportunity lie. 

Economy

Are we in a recession?

What if the warning signs are already everywhere? From supermarket aisles to company failures, investors are being bombarded with recession signals. But most face a different risk that can be just as dangerous for portfolios. 

SMSF strategies

Meg on SMSFs - Division 296 actuarial certificates

The tax bill might be yours, but the event that caused it may not be. A key Division 296 calculation can sometimes attribute earnings in ways that many SMSF trustees won't instinctively expect or fully appreciate.

Property

The first impact of negative gearing reform is not the tax bill

Negative gearing changes formally begin in 2027, but the first consequences may already be here. A subtle shift is quietly influencing who can borrow, how much they can access and which property strategies still stack up.

Economy

The oil market is running out of easy answers

The biggest threat to markets may not be what investors are watching. The numbers have stopped adding up and supply is harder to measure, with forecasts becoming simple guesses. A more fragile reality is being masked.

Investment strategies

The state of investor knowledge in Australia

Australians are investing more than ever, yet a surprising divide is emerging between those building wealth effectively and those making costly mistakes. Surprisingly, the gap has little to do with income, age or starting capital.

Taxation

Complexity and capital gains

A case study shows that the ‘30% minimum CGT’ is a poorly conceived tax that adds significant complexity to an already over-complex system. A less complicated model would create a much fairer progressive tax scale.

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