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Investing principles
Important information: The value of investments can go down as well as up so you may get back less than you invest. Investors should note that the views expressed may no longer be current and may have already been acted upon. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.
Investing principles
Don’t let the thrill of the chase harm your investment goals
Lockdown boredom and a bit of spare cash can be a dangerous combination
Emma-Lou Montgomery Fidelity Personal Investing - 24 Mar 2021
How ‘style’ should play a part in your investment considerations
And how different styles feature in a well-diversified portfolio
Toby Sims Fidelity Personal Investing - 19 Mar 2021
The GameStop generation & Premium Bonds
In this podcast Fidelity’s Ed Monk and Tom Stevenson look at two very different ends of the financial universe - share trading versus Premium Bonds.
Ed Monk Fidelity Personal Investing - 17 Mar 2021
Job changes in the pandemic - don’t forget your pension
How can you keep your retirement plans on track?
Ed Monk Fidelity Personal Investing - 17 Mar 2021
Why it’s vital young people learn about investing
COVID makes it even more important the young can build secure futures
Toby Sims Fidelity Personal Investing - 17 Mar 2021
Should I stick my cash savings in Premium Bonds?
Low rates on cash make Premium Bonds more than a novelty
Ed Monk Fidelity Personal Investing - 15 Mar 2021
How to turn investments into an income
In this podcast Fidelity’s Ed Monk and Tom Stevenson discuss how to turn your hard-won pot of investments into an income for retirement.
Ed Monk Fidelity Personal Investing - 11 Mar 2021
How to get income from investments
Taking income means a shift in your focus
Ed Monk Fidelity Personal Investing - 11 Mar 2021
Why the pandemic’s impact on women should worry us all
The cost of the pandemic on women is clear and there is work to be done
Emma-Lou Montgomery Fidelity Personal Investing - 08 Mar 2021
Lessons a year on from the Covid-19 shares crash
In this podcast Fidelity’s Ed Monk and Tom Stevenson discuss the lessons investors have learned over the 12 months since COVID first hit markets.
Ed Monk Fidelity Personal Investing - 18 Feb 2021
The GameStop drama raises a number of questions
However exhilarating, the GameStop Reddit drama is a risky way to trade
Tom Stevenson Investment Director - 02 Feb 2021
The difference between investment and speculation
Slow down and take the long view
Tom Stevenson Investment Director - 01 Feb 2021
Is it time to rebalance your portfolio?
When and how to reset your asset allocation
Tom Stevenson Investment Director - 27 Jan 2021
Young Money - Why invest in your 20s?
Three reasons why you should start investing
Toby Sims Fidelity Personal Investing - 19 Jan 2021
3 New Year resolutions you will want to stick to in 2021
Whatever was out on hold in 2020, 2021 is the year to do it
Emma-Lou Montgomery Fidelity Personal Investing - 31 Dec 2020
6 ways to stay a step ahead in 2021
A new year brings fresh opportunity
Emma-Lou Montgomery Fidelity Personal Investing - 23 Dec 2020
Gold fulfils its haven role despite November falls
An allocation at the margins of a portfolio can cushion losses
Ed Monk Fidelity Personal Investing - 01 Dec 2020
Financial pain of Covid has fallen unequally
The lesson of 2020 should be to lock in what savings you can
Ed Monk Fidelity Personal Investing - 30 Nov 2020
Stock market gains make fools of forecasters
Pollsters - and stock market experts - are scratching their heads
Ed Monk Fidelity Personal Investing - 09 Nov 2020
Why this is still one of the few things we can’t talk openly about
Let’s Talk Money Week hopes to break the silence
Emma-Lou Montgomery Fidelity Personal Investing - 06 Nov 2020
In an unpredictable year, compromise is still certain
Making sense of the uncertainties we currently face
Tom Stevenson Investment Director - 03 Nov 2020
Will October blues be swept away by Christmas?
Now is not the time to lose your nerve
Graham Smith Market Commentator - 30 Oct 2020
Keeping calm on Super Thursday
How to stay cool in volatile markets
Tom Stevenson Investment Director - 29 Oct 2020
How to filter out the confusion and focus on the long term
Today’s volatility won’t last forever
Toby Sims Fidelity Personal Investing - 28 Oct 2020
Why doing nothing could be the best investment decision
Second-guessing an outcome could be a fool’s game
Emma-Lou Montgomery Fidelity Personal Investing - 22 Oct 2020
Being a Steady Eddie could boost your investments
The benefits of investing come rain or shine
Ed Monk Fidelity Personal Investing - 21 Oct 2020
Why sometimes doing nothing is best
Taking the long-term view saves you having to make the wrong decisions
Jonathan Wright Fidelity Personal Investing - 16 Oct 2020
Can you save more? Yes, you can
Latest GDP data shines a light on household savings
Tom Stevenson Investment Director - 30 Sep 2020
Does the 60/40 rule still work?
This week, do the old rules of investment still work?
Ed Monk Fidelity Personal Investing - 30 Sep 2020
What’s the right mix of cash and investments?
Risk-free cash is a vital cousin to stocks and shares
Ed Monk Fidelity Personal Investing - 28 Sep 2020
Property or pension?
What you need to consider
Ed Monk Fidelity Personal Investing - 16 Sep 2020
In it for the long-term
Key lessons I have learned on my investment journey
Jonathan Wright Fidelity Personal Investing - 11 Sep 2020
Why it didn’t pay to ‘sell in May’
This week - ‘selling in May’, as the old adage says, wouldn’t have been the smartest move this year.
Daniel Lane Fidelity Personal Investing - 10 Sep 2020
How to get your retirement savings on track
Three tips to help
Ed Monk Fidelity Personal Investing - 09 Sep 2020
Back to school - Teach your kids the basics of investing in an ISA or Junior ISA
It’s fair to say 2020 has been a funny old year, so far. But with the possibility of the return to some normality, as kids (hopefully) get back to school after six months out of the classroom, now is a good time to teach them
Emma-Lou Montgomery Fidelity Personal Investing - 03 Sep 2020
Young Money - ESG & sustainable investing
How to match your investments with your morals
Toby Sims Fidelity Personal Investing - 21 Aug 2020
Three rookie investor mistakes to avoid
Over-enthusiasm can be your worst enemy
Ed Monk Fidelity Personal Investing - 21 Aug 2020
Young Money: How to get rich slowly
Forgetting fads and investing money for the long term
Toby Sims Fidelity Personal Investing - 14 Aug 2020
My three money lessons for school leavers
Why this generation needs to be smarter with their money than others before them
Toby Sims Fidelity Personal Investing - 13 Aug 2020
How do you spot a corporate con?
Three key factors investors should consider
Dhananjay Phadnis Portfolio Manager - 12 Aug 2020
Why now is the time to shield your investments
Take steps to shield your investments from unexpected volatility
Emma-Lou Montgomery Fidelity Personal Investing - 07 Aug 2020
Young Money: Investing through a pandemic
Tips for the generation whose prospects have been hit hardest
Toby Sims Fidelity Personal Investing - 07 Aug 2020
Why diversification matters now more than ever
Investment strategies for uncertain times
Graham Smith Market Commentator - 31 Jul 2020
Young Money - recipes for reducing risk
Risk recipes for even the seasoned investor
Toby Sims Fidelity Personal Investing - 31 Jul 2020
All you need to know about ESG and sustainable investing
What is ESG investing?
Daniel Lane Fidelity Personal Investing - 30 Jul 2020
Young Money - introduction to different assets
Equities, bonds, cash and how to hold them
Toby Sims Fidelity Personal Investing - 23 Jul 2020
Sustainable investing comes to the fore in tough times
Social issues have become more pressing in the time of coronavirus
Tom Stevenson Investment Director - 21 Jul 2020
21 years of ISAs - how regular savers have reaped rewards
ISAs have come a long way since they were launched back in 1999. And, as Fidelity Personal Investing’s Emma-Lou Montgomery shows, smart savers who started saving back then, have reaped the rewards.
Emma-Lou Montgomery Fidelity Personal Investing - 02 Jul 2020
Spending money - and time - wisely
Three ways you can look after your ISA savings in lockdown
Maike Currie Fidelity Personal Investing - 29 Jun 2020
Green shoots? A view from the company coalface
This week, how do the people whose job it is to assess company fortunes view what is going on in the economy right now?
Ed Monk Fidelity Personal Investing - 26 Jun 2020
New virus fears lead market swings
US lockdown easing could be stalled
Daniel Lane Fidelity Personal Investing - 25 Jun 2020
How to navigate volatile markets
What’s driving share prices and what to do about it
Tom Stevenson Investment Director - 18 Jun 2020
Counting the cost of a wild week in markets
Ed Monk and Tom Stevenson examine the reasons behind the recent stock market volatility and discuss what investors should do next.
Ed Monk Fidelity Personal Investing - 18 Jun 2020
Market volatility: what to do now
How should investors react as volatility reappears?
Daniel Lane Fidelity Personal Investing - 12 Jun 2020
Why you must shield your long-term goals from short-term fear
The current volatility is unfortunate but expected
Emma-Lou Montgomery Fidelity Personal Investing - 12 Jun 2020
Three lockdown money lessons
What lockdown has taught me
Jonathan Wright Fidelity Personal Investing - 11 Jun 2020
Will coronavirus change Gen Z retirement?
Lockdown could hit young people’s savings
Daniel Lane Fidelity Personal Investing - 10 Jun 2020
Seven reasons to consider investment trusts
The vehicle of choice for long-term investors?
Toby Sims Fidelity Personal Investing - 09 Jun 2020
Glidepath to retirement
How to land smoothly
Tom Stevenson Investment Director - 03 Jun 2020
A second bite of the cherry
The rally has given investors another chance to Covid-proof their portfolio
Tom Stevenson Investment Director - 03 Jun 2020
Are you rethinking retirement?
Coronavirus volatility changing pension plans
Daniel Lane Fidelity Personal Investing - 28 May 2020
Don’t ‘lockdown’ your retirement savings
Why cash is no longer king
Maike Currie Fidelity Personal Investing - 22 May 2020
Be cautious about the recovery
There are still big hurdles to overcome
Daniel Lane Fidelity Personal Investing - 19 May 2020
Long road out of lockdown
Imposing a lockdown is easier than lifting it
Ed Monk Fidelity Personal Investing - 11 May 2020
How to choose investment funds
All you need to know to invest in funds
Tom Stevenson Investment Director - 07 May 2020
Making your first investment
Lots of us think we should invest but knowing where to start can be confusing.
Ed Monk Fidelity Personal Investing - 23 Apr 2020
Beyond Corona: don’t let tech change leave you behind
Use this time to prepare for the future
Daniel Lane Fidelity Personal Investing - 20 Apr 2020
Beyond Corona: make lockdown savings a lasting benefit
Let some positive changes come from the crisis
Ed Monk Fidelity Personal Investing - 17 Apr 2020
Today’s lesson: Adding finance to the home curriculum
Teach your kids the basics of saving and spending
Maike Currie Fidelity Personal Investing - 16 Apr 2020
Fund dealing: your questions answered
Your need-to-know on buying and selling
Daniel Lane Fidelity Personal Investing - 15 Apr 2020
Time to myth bust money
When it comes to women and money, there are a huge number of misconceptions.
Maike Currie Fidelity Personal Investing - 18 Oct 2018
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