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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

Emma-Lou Montgomery

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

Emma-Lou Montgomery Fidelity Personal Investing - 24 Mar 2021

Toby Sims

How ‘style’ should play a part in your investment considerations

And how different styles feature in a well-diversified portfolio

Toby Sims

Toby Sims Fidelity Personal Investing - 19 Mar 2021

Ed Monk

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

Ed Monk Fidelity Personal Investing - 17 Mar 2021

Ed Monk

Job changes in the pandemic - don’t forget your pension

How can you keep your retirement plans on track?

Ed Monk

Ed Monk Fidelity Personal Investing - 17 Mar 2021

Toby Sims

Why it’s vital young people learn about investing

COVID makes it even more important the young can build secure futures

Toby Sims

Toby Sims Fidelity Personal Investing - 17 Mar 2021

Ed Monk

Should I stick my cash savings in Premium Bonds?

Low rates on cash make Premium Bonds more than a novelty

Ed Monk

Ed Monk Fidelity Personal Investing - 15 Mar 2021

Ed Monk

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

Ed Monk Fidelity Personal Investing - 11 Mar 2021

Ed Monk

How to get income from investments

Taking income means a shift in your focus

Ed Monk

Ed Monk Fidelity Personal Investing - 11 Mar 2021

Emma-Lou Montgomery

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

Emma-Lou Montgomery Fidelity Personal Investing - 08 Mar 2021

Ed Monk

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

Ed Monk Fidelity Personal Investing - 18 Feb 2021

Tom Stevenson

The GameStop drama raises a number of questions

However exhilarating, the GameStop Reddit drama is a risky way to trade

Tom Stevenson

Tom Stevenson Investment Director - 02 Feb 2021

Tom Stevenson

The difference between investment and speculation

Slow down and take the long view

Tom Stevenson

Tom Stevenson Investment Director - 01 Feb 2021

Tom Stevenson

Is it time to rebalance your portfolio?

When and how to reset your asset allocation

Tom Stevenson

Tom Stevenson Investment Director - 27 Jan 2021

Toby Sims

Young Money - Why invest in your 20s?

Three reasons why you should start investing

Toby Sims

Toby Sims Fidelity Personal Investing - 19 Jan 2021

Emma-Lou Montgomery

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

Emma-Lou Montgomery Fidelity Personal Investing - 31 Dec 2020

Emma-Lou Montgomery

6 ways to stay a step ahead in 2021

A new year brings fresh opportunity

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity Personal Investing - 23 Dec 2020

Ed Monk

Gold fulfils its haven role despite November falls

An allocation at the margins of a portfolio can cushion losses

Ed Monk

Ed Monk Fidelity Personal Investing - 01 Dec 2020

Ed Monk

Financial pain of Covid has fallen unequally

The lesson of 2020 should be to lock in what savings you can

Ed Monk

Ed Monk Fidelity Personal Investing - 30 Nov 2020

Ed Monk

Stock market gains make fools of forecasters

Pollsters - and stock market experts - are scratching their heads

Ed Monk

Ed Monk Fidelity Personal Investing - 09 Nov 2020

Emma-Lou Montgomery

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

Emma-Lou Montgomery Fidelity Personal Investing - 06 Nov 2020

Tom Stevenson

In an unpredictable year, compromise is still certain

Making sense of the uncertainties we currently face

Tom Stevenson

Tom Stevenson Investment Director - 03 Nov 2020

Graham Smith

Will October blues be swept away by Christmas?

Now is not the time to lose your nerve

Graham Smith

Graham Smith Market Commentator - 30 Oct 2020

Tom Stevenson

Keeping calm on Super Thursday

How to stay cool in volatile markets

Tom Stevenson

Tom Stevenson Investment Director - 29 Oct 2020

Toby Sims
UK

How to filter out the confusion and focus on the long term

Today’s volatility won’t last forever

Toby Sims

Toby Sims Fidelity Personal Investing - 28 Oct 2020

Emma-Lou Montgomery

Why doing nothing could be the best investment decision

Second-guessing an outcome could be a fool’s game

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity Personal Investing - 22 Oct 2020

Ed Monk

Being a Steady Eddie could boost your investments

The benefits of investing come rain or shine

Ed Monk

Ed Monk Fidelity Personal Investing - 21 Oct 2020

Jonathan Wright

Why sometimes doing nothing is best

Taking the long-term view saves you having to make the wrong decisions

Jonathan Wright

Jonathan Wright Fidelity Personal Investing - 16 Oct 2020

Tom Stevenson

Can you save more? Yes, you can

Latest GDP data shines a light on household savings

Tom Stevenson

Tom Stevenson Investment Director - 30 Sep 2020

Ed Monk

Does the 60/40 rule still work?

This week, do the old rules of investment still work?

Ed Monk

Ed Monk Fidelity Personal Investing - 30 Sep 2020

Ed Monk

What’s the right mix of cash and investments?

Risk-free cash is a vital cousin to stocks and shares

Ed Monk

Ed Monk Fidelity Personal Investing - 28 Sep 2020

Ed Monk

Property or pension?

What you need to consider

Ed Monk

Ed Monk Fidelity Personal Investing - 16 Sep 2020

Jonathan Wright

In it for the long-term

Key lessons I have learned on my investment journey

Jonathan Wright

Jonathan Wright Fidelity Personal Investing - 11 Sep 2020

Daniel Lane

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

Daniel Lane Fidelity Personal Investing - 10 Sep 2020

Ed Monk
Ed Monk

Ed Monk Fidelity Personal Investing - 09 Sep 2020

Emma-Lou Montgomery

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

Emma-Lou Montgomery Fidelity Personal Investing - 03 Sep 2020

Toby Sims

Young Money - ESG & sustainable investing

How to match your investments with your morals

Toby Sims

Toby Sims Fidelity Personal Investing - 21 Aug 2020

Ed Monk

Three rookie investor mistakes to avoid

Over-enthusiasm can be your worst enemy

Ed Monk

Ed Monk Fidelity Personal Investing - 21 Aug 2020

Toby Sims

Young Money: How to get rich slowly

Forgetting fads and investing money for the long term

Toby Sims

Toby Sims Fidelity Personal Investing - 14 Aug 2020

Toby Sims

My three money lessons for school leavers

Why this generation needs to be smarter with their money than others before them

Toby Sims

Toby Sims Fidelity Personal Investing - 13 Aug 2020

Dhananjay Phadnis

How do you spot a corporate con?

Three key factors investors should consider

Dhananjay Phadnis

Dhananjay Phadnis Portfolio Manager - 12 Aug 2020

Emma-Lou Montgomery

Why now is the time to shield your investments

Take steps to shield your investments from unexpected volatility

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity Personal Investing - 07 Aug 2020

Toby Sims

Young Money: Investing through a pandemic

Tips for the generation whose prospects have been hit hardest

Toby Sims

Toby Sims Fidelity Personal Investing - 07 Aug 2020

Graham Smith

Why diversification matters now more than ever

Investment strategies for uncertain times

Graham Smith

Graham Smith Market Commentator - 31 Jul 2020

Toby Sims

Young Money - recipes for reducing risk

Risk recipes for even the seasoned investor

Toby Sims

Toby Sims Fidelity Personal Investing - 31 Jul 2020

Daniel Lane
Daniel Lane

Daniel Lane Fidelity Personal Investing - 30 Jul 2020

Toby Sims

Young Money - introduction to different assets

Equities, bonds, cash and how to hold them

Toby Sims

Toby Sims Fidelity Personal Investing - 23 Jul 2020

Tom Stevenson

Sustainable investing comes to the fore in tough times

Social issues have become more pressing in the time of coronavirus

Tom Stevenson

Tom Stevenson Investment Director - 21 Jul 2020

Emma-Lou Montgomery

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

Emma-Lou Montgomery Fidelity Personal Investing - 02 Jul 2020

Maike Currie

Spending money - and time - wisely

Three ways you can look after your ISA savings in lockdown

Maike Currie

Maike Currie Fidelity Personal Investing - 29 Jun 2020

Ed Monk

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

Ed Monk Fidelity Personal Investing - 26 Jun 2020

Daniel Lane

New virus fears lead market swings

US lockdown easing could be stalled

Daniel Lane

Daniel Lane Fidelity Personal Investing - 25 Jun 2020

Tom Stevenson

How to navigate volatile markets

What’s driving share prices and what to do about it

Tom Stevenson

Tom Stevenson Investment Director - 18 Jun 2020

Ed Monk

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

Ed Monk Fidelity Personal Investing - 18 Jun 2020

Daniel Lane

Market volatility: what to do now

How should investors react as volatility reappears?

Daniel Lane

Daniel Lane Fidelity Personal Investing - 12 Jun 2020

Emma-Lou Montgomery

Why you must shield your long-term goals from short-term fear

The current volatility is unfortunate but expected

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity Personal Investing - 12 Jun 2020

Jonathan Wright

Three lockdown money lessons

What lockdown has taught me

Jonathan Wright

Jonathan Wright Fidelity Personal Investing - 11 Jun 2020

Daniel Lane

Will coronavirus change Gen Z retirement?

Lockdown could hit young people’s savings

Daniel Lane

Daniel Lane Fidelity Personal Investing - 10 Jun 2020

Toby Sims

Seven reasons to consider investment trusts

The vehicle of choice for long-term investors?

Toby Sims

Toby Sims Fidelity Personal Investing - 09 Jun 2020

Tom Stevenson

Glidepath to retirement

How to land smoothly

Tom Stevenson

Tom Stevenson Investment Director - 03 Jun 2020

Tom Stevenson

A second bite of the cherry

The rally has given investors another chance to Covid-proof their portfolio

Tom Stevenson

Tom Stevenson Investment Director - 03 Jun 2020

Daniel Lane

Are you rethinking retirement?

Coronavirus volatility changing pension plans

Daniel Lane

Daniel Lane Fidelity Personal Investing - 28 May 2020

Maike Currie
Maike Currie

Maike Currie Fidelity Personal Investing - 22 May 2020

Daniel Lane

Be cautious about the recovery

There are still big hurdles to overcome

Daniel Lane

Daniel Lane Fidelity Personal Investing - 19 May 2020

Ed Monk

Long road out of lockdown

Imposing a lockdown is easier than lifting it

Ed Monk

Ed Monk Fidelity Personal Investing - 11 May 2020

Tom Stevenson

How to choose investment funds

All you need to know to invest in funds

Tom Stevenson

Tom Stevenson Investment Director - 07 May 2020

Ed Monk

Making your first investment

Lots of us think we should invest but knowing where to start can be confusing.

Ed Monk

Ed Monk Fidelity Personal Investing - 23 Apr 2020

Daniel Lane

Beyond Corona: don’t let tech change leave you behind

Use this time to prepare for the future

Daniel Lane

Daniel Lane Fidelity Personal Investing - 20 Apr 2020

Ed Monk

Beyond Corona: make lockdown savings a lasting benefit

Let some positive changes come from the crisis

Ed Monk

Ed Monk Fidelity Personal Investing - 17 Apr 2020

Maike Currie

Today’s lesson: Adding finance to the home curriculum

Teach your kids the basics of saving and spending

Maike Currie

Maike Currie Fidelity Personal Investing - 16 Apr 2020

Daniel Lane

Fund dealing: your questions answered

Your need-to-know on buying and selling

Daniel Lane

Daniel Lane Fidelity Personal Investing - 15 Apr 2020

Maike Currie

Time to myth bust money

When it comes to women and money, there are a huge number of misconceptions.

Maike Currie

Maike Currie Fidelity Personal Investing - 18 Oct 2018

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