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Fidelity

Analyst Survey 2026

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.

Rebuilding equity diversification: Four levers, one risk budget

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.

Outlook 2026: The age of alpha

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.

Discovering tomorrow’s global future leaders, today

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.

Global Macro Insights: Asset allocation fit for a fragmenting world

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.

The longevity revolution: Preparing for a new reality

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.

Latest Updates

Are the government’s CGT changes better for young investors?

New CGT rules promise fairness, but could young investors lose out? A practical scenario reveals how changes impact deposit goals, investment choices, and long-term wealth building for the next generation.

Retirement

How to minimise tax with a will

Inheritance tax implications in Australia may surprise some, as poor estate planning without proper wills or trusts can lead to costly tax bills and delays for beneficiaries.

Investment strategies

AI can’t pick winning funds, but it can help you avoid losers

Machine learning has been touted a game changer investment management. But a new study overturns claims that AI can generate positive alpha in mutual funds. Here are some practical takeaways for investors.

Investment strategies

Inflation BIG picture: Boomers got lucky, next Gen not so much

A 150-year view shows inflation's upward bias, driven by shifting monetary regimes and war stocks. This marks an end to the low-inflation boom that enriched boomers and ushers in a higher-inflation era for younger investors.

Planning

Tax deductibility of financial advice improves affordability

A shrinking adviser workforce and rising costs are squeezing access to financial advice, just as demand surges. Expanded tax deductibility offers a modest but meaningful boost to affordability.

Retirement

Retirement in reality – 3 months in

A reflection on travel mishaps, smart decision-making, time pressures and rebuilding health habits. Three months in, here's how to navigate the surprising realities of life after work.

Taxation

Calculating the business cost of Australia’s new 'productivity tax'

Amid a national productivity crisis, new economic analysis finds the tax changes in the 2026 Federal Budget create Australia’s first-ever by design 'Productivity Tax', where young people will pay the biggest price.

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