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22 July 2024

Home / Whitepaper

Whitepapers: Fidelity International

1-14 out of 14 results.

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.

The case for demographics

Better lives, longer lives, more lives - three megatrends shaping global growth. These trends are long term and highly predictable, which in a world of constant change provides us with a compass for investing in the future.

Interest rates, house prices, super: keys to Australia's household wealth

Changes in the ‘wealth effect’ are a key factor in assessing the outlook for the Australian economy due to a large share of our economy being driven by household consumption.

COVID joins the dots to collaboration and decentralisation

In the first of a two-part piece, Portfolio Manager Amit Lodha discusses how the current COVID-19 pandemic is shaping a future where collaboration and decentralisation may become cornerstones for the way companies work.

Waste Side Story: The other side of consumption

By 2050, the World Bank predicts that waste growth could be twice as fast as population growth and, if not managed correctly, will have a devasting impact on our lives and the planet.

The new economic order

The Covid-19 crisis will trigger a step-change in policy, accelerate existing trends and transform investment frameworks. Government intervention, fiscal activism, corporate governance and sustainability, and continued Asian economic strength will characterise this new order, creating opportunities out of dislocation.

10 tips for investors in uncertain times

With the volatility in markets at the moment, Fidelity has outlined 10 key principles to help investors keep their wits about them in this handy infographic.

In a world searching for growth, Asia shines

The long-term outlook for Asia is positive, but in the short term, there is likely to be some volatility thanks to trade disputes, weak Chinese data and political unrest.

Choose the ‘equity escalator’ not the ‘equity rollercoaster’

The asymmetrical relationship between gains and losses suggests that limiting losses has a more powerful effect on long-term growth than achieving an equivalent nominal positive return.

How are Active ETFs different from other funds?

There are an increasing number of ways investors can access investment funds.

The Financial Power of Women

As women, we live longer and earn less than men. We commit time away from our careers for our families, raising children or caring for aging or sick relatives. We often make these choices because we want to and it is what needs to be done. However, few of us realise the impact of our decision on our financial power. 

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Most viewed in recent weeks

Meg on SMSFs: Clearing up confusion on the $3 million super tax

There seems to be more confusion than clarity about the mechanics of how the new $3 million super tax is supposed to work. Here is an attempt to answer some of the questions from my previous work on the issue. 

Welcome to Firstlinks Edition 566 with weekend update

Here are 10 rules for staying happy and sharp as we age, including socialise a lot, never retire, learn a demanding skill, practice gratitude, play video games (specific ones), and be sure to reminisce.

  • 27 June 2024

Australian housing is twice as expensive as the US

A new report suggests Australian housing is twice as expensive as that of the US and UK on a price-to-income basis. It also reveals that it’s cheaper to live in New York than most of our capital cities.

The catalyst for a LICs rebound

The discounts on listed investment vehicles are at historically wide levels. There are lots of reasons given, including size and liquidity, yet there's a better explanation for the discounts, and why a rebound may be near.

The iron law of building wealth

The best way to lose money in markets is to chase the latest stock fad. Conversely, the best way to build wealth is by pursuing a timeless investment strategy that won’t be swayed by short-term market gyrations.

How not to run out of money in retirement

The life expectancy tables used throughout the financial advice and retirement industry have issues and you need to prepare for the possibility of living a lot longer than you might have thought. Plan accordingly.

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