Advising on philanthropy can help to build relationships

Younger clients are more likely to want advice on charitable giving

Investors will need to be more selective than ever

In the wake of recent underperformance, healthcare is entering the new year with compressed valuations just as innovation picks up and a post-COVID reset winds down. That should make for a positive outlook, say Portfolio Managers Andy Acker and Dan Lyons.

Today’s investors face a challenging prospect of an oncoming recession and elevated market volatility, which may lead them to question their risk appetite and asset allocation. Against this backdrop, Fidelity’s fixed income team highlight the reasons why now is a good time to be allocating to cash in your investment portfolio.

This should at least be good for fixed income

The euro area and US central banks have applied similar monetary policy tightening over the past 18 months with distinctly different results. We see three key reasons why

Though it’s necessary to be selective in such a huge market

It is a mistake to focus on mark-to-market calculations rather than forward profitability

US budget deficit may mean yields stay higher for longer