Investor's view

Our assessment on the investment themes that matter.

Investors should note that the views expressed may no longer be current and may have already been acted upon.

The value of investments can go down as well as up so you may get back less than you invest. 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.

Meet our authors

Graham Smith

Is the gloom finally lifting on the UK?

The UK market is looking cheap

Graham Smith

Graham Smith Market Commentator - 17 Jan 2019

Graham Smith

What does January have to say about the year ahead?

Is there such a thing as the January effect?

Graham Smith

Graham Smith Market Commentator - 11 Jan 2019

Graham Smith

Investment themes for 2019

Looking to the long term

Graham Smith

Graham Smith Market Commentator - 02 Jan 2019

Graham Smith

Where the UK stock market meets the world

A guide to the UK’s stock market indices

Graham Smith

Graham Smith Market Commentator - 20 Dec 2018

Graham Smith

2018: the comeback year for volatility

How did we get here and how should we respond?

Graham Smith

Graham Smith Market Commentator - 13 Dec 2018

Graham Smith

Investing for a sustainable future

New technology is creating exciting new opportunities

Graham Smith

Graham Smith Market Commentator - 06 Dec 2018

Graham Smith

Ways to Brexit-proof your portfolio

A bit of uncertainty may not be a bad thing.

Graham Smith

Graham Smith Market Commentator - 29 Nov 2018

Graham Smith

Can global trade bite back?

G20 leaders meet next weekend.

Graham Smith

Graham Smith Market Commentator - 22 Nov 2018

Graham Smith

Black Friday: a test for consumers and retailers

How confident are consumers feeling?

Graham Smith

Graham Smith Market Commentator - 15 Nov 2018

Graham Smith

Investment opportunities in a changing Japan

How to gain exposure to the world’s third largest economy

Graham Smith

Graham Smith Market Commentator - 08 Nov 2018

Graham Smith

Investing opportunities close to home

With volatility comes opportunity

Graham Smith

Graham Smith Market Commentator - 31 Oct 2018

Graham Smith

Is it time to buy unloved stocks?

The case for growth versus value investing

Graham Smith

Graham Smith Market Commentator - 25 Oct 2018

Graham Smith

Strategies for volatile markets

What can investors do to weather choppy markets?

Graham Smith

Graham Smith Market Commentator - 18 Oct 2018

Graham Smith

Who will win in the UK housing market?

Chancellor under pressure to boost the housing market

Graham Smith

Graham Smith Market Commentator - 10 Oct 2018

Graham Smith

More electric cars sooner than we think

How can investors tap into the opportunity?

Graham Smith

Graham Smith Market Commentator - 03 Oct 2018

Graham Smith

How much gold should investors own?

Finding space for the safe haven

Graham Smith

Graham Smith Market Commentator - 26 Sep 2018

Graham Smith

Is US$80 the new base level for oil?

Oil price is back near its May peak

Graham Smith

Graham Smith Market Commentator - 19 Sep 2018

Graham Smith

Lessons learned, lessons lost from the 2008 financial crisis

What’s changed over the last 10 years?

Graham Smith

Graham Smith Market Commentator - 12 Sep 2018

Graham Smith

Still no homogeneity in emerging markets

Asia is appearing stronger

Graham Smith

Graham Smith Market Commentator - 05 Sep 2018

Graham Smith

Another step to a driverless future

Investing in the ever-evolving car industry

Graham Smith

Graham Smith Market Commentator - 29 Aug 2018

Graham Smith

Clues about interest rates sought from Jackson Hole

Central bankers meet for their annual retreat

Graham Smith

Graham Smith Market Commentator - 22 Aug 2018

Graham Smith

When will the tide turn for emerging markets?

Assessing the wider impact of Turkey’s troubles

Graham Smith

Graham Smith Market Commentator - 15 Aug 2018

Graham Smith

Investing in a changing climate

How extreme weather is impacting investment decisions

Graham Smith

Graham Smith Market Commentator - 08 Aug 2018

Graham Smith

Is this a good technology boom?

Examining the latest tech results

Graham Smith

Graham Smith Market Commentator - 01 Aug 2018

Graham Smith

Should we bank on higher interest rates?

Bank of England meets next week

Graham Smith

Graham Smith Market Commentator - 25 Jul 2018

Graham Smith

Are bonds still a good choice?

The current case for investing in bonds

Graham Smith

Graham Smith Market Commentator - 18 Jul 2018

Graham Smith

Will the US come a cropper over trade?

Latest results season gets underway

Graham Smith

Graham Smith Market Commentator - 11 Jul 2018

Graham Smith

Equities in 2018: Halftime analysis

What are the prospects for the second half?

Graham Smith

Graham Smith Market Commentator - 04 Jul 2018

Graham Smith

Frontier markets: balancing the risks and rewards

What should investors bear in mind?

Graham Smith

Graham Smith Market Commentator - 27 Jun 2018

Graham Smith

Is cheap oil about to make a comeback?

Nothing is certain in today’s oil market

Graham Smith

Graham Smith Market Commentator - 20 Jun 2018

Graham Smith

World Cup boost for the UK

Who is likely to benefit most?

Graham Smith

Graham Smith Market Commentator - 13 Jun 2018

Graham Smith

Is value investing about to bite back?

Value versus growth investing

Graham Smith

Graham Smith Market Commentator - 06 Jun 2018

Graham Smith
Graham Smith

Graham Smith Market Commentator - 30 May 2018

Graham Smith

Why should investors consider smaller companies?

Opportunities beyond blue chips

Graham Smith

Graham Smith Market Commentator - 23 May 2018

Graham Smith

Emerging markets reality check

Can we expect progress or retreat?

Graham Smith

Graham Smith Market Commentator - 16 May 2018

Graham Smith

The path ahead for oil

Oil price continues to climb

Graham Smith

Graham Smith Market Commentator - 09 May 2018

Graham Smith

Will the UK economy bounce back?

A disappointing start to the year

Graham Smith

Graham Smith Market Commentator - 02 May 2018

Graham Smith

Where will interest rates be this autumn?

What this could mean for you

Graham Smith

Graham Smith Market Commentator - 25 Apr 2018

Graham Smith

An all-seasons investment strategy

How can investors adapt to the current outlook?

Graham Smith

Graham Smith Market Commentator - 17 Apr 2018

Graham Smith
Graham Smith

Graham Smith Market Commentator - 11 Apr 2018

Graham Smith

The smaller company advantage and how to play it

Opting for the small and nimble

Graham Smith

Graham Smith Market Commentator - 05 Apr 2018

Graham Smith
Graham Smith

Graham Smith Market Commentator - 28 Mar 2018

Graham Smith
Graham Smith

Graham Smith Market Commentator - 21 Mar 2018

Graham Smith
Graham Smith

Graham Smith Market Commentator - 14 Mar 2018

Graham Smith
Graham Smith

Graham Smith Market Commentator - 09 Mar 2018

Graham Smith

FTSE 100 reshuffle

Adjusting to a changing world

Graham Smith

Graham Smith Market Commentator - 01 Mar 2018

Graham Smith

The importance of dividends

Global income opportunities

Graham Smith

Graham Smith Market Commentator - 21 Feb 2018

Graham Smith

Delving deeper into emerging markets

Where are the opportunities?

Graham Smith

Graham Smith Market Commentator - 15 Feb 2018

Graham Smith

Markets shock the senses

What’s caused the volatility?

Graham Smith

Graham Smith Market Commentator - 08 Feb 2018

Graham Smith

UK equities: time for another look?

Thoughts on value & income investing

Graham Smith

Graham Smith Market Commentator - 31 Jan 2018

Graham Smith

Striving to settle differences in Davos

Annual meeting of minds

Graham Smith

Graham Smith Market Commentator - 24 Jan 2018

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The objective of this section is to present users with objective news, information, data and guidance on personal finance topics drawn from a diverse collection of sources including affiliated and non-affiliated financial services publications. Content is not intended to provide tax, legal, insurance or investment advice and should not be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security or investment by any Fidelity entity or any third-party.