Free marketing & business support,
exclusively for UK financial advisers

Fidelity International

 

 

 

Fidelity International provides world class investment solutions to help you build a better future for your clients. We take time to get to know you, your clients’ needs and their objectives to be sure that we deliver the right solution.

As a result, £239.3bn* is entrusted to more than 380 investment professionals located in offices around the world.

You can discover more about our approach and philosophy in this short video.

This video may not be reproduced or circulated without prior permission. No statements or representations made in this video are legally binding on Fidelity or the recipient. *As at 31 December 2017.

Perspectives

The latest opinion, insight and market outlooks from our investment teams around the world.

Please note that the ideas and conclusions are those of the authors and do not necessarily reflect the views of Fidelity and are for general interest only.

A question of quality

In the third of a series of four articles covering recent areas of market leadership, Fidelity Global Special Situations Fund Manager Jeremy Podger undertakes a quality check. He looks back through recent history and outlines why investing in high return businesses has not been as rewarding as finding companies that are improving their returns

Read the article

The inflation conundrum

The latest US unemployment rate of 3.9% released on 4 May represents the lowest level of unemployment since the 1960s and shows the US economy is still growing, but without inflation. David Buckle explains why he thinks this is supportive for equity markets.

Read the article

Hunting for hidden defensives

As rising inflation and global growth expectations have benefited more cyclical areas of the UK equity market, contrarian Alex Wright has recently been drawn to more defensive stocks. He reveals how he is finding these opportunities in some surprising areas and how this is impacting positioning in the Fidelity Special Situations Fund and Fidelity Special Values PLC.

Read the article


Animal spirits? Only if you’re thinking of sloths…

‘Animal spirits’ is the term John Maynard Keynes used in his 1936 book ‘The General Theory of Employment, Interest and Money’ to describe the instincts and emotions that ostensibly influence and guide human behaviour, for example: consumer confidence. Eugene Philalithis looks at why, across risk assets, the ‘animal spirits’ have been somewhat lacking in recent months.

Read the article

China sees red on trade

In this month’s Open Outcry, Bill McQuaker explains why the recent US/China trade war could be a bigger issue than many people in developed markets might think. He takes a look at the two sides of the story; is the US trying to facilitate a more level playing-field for technology, or are they entering into a strategic plan to slow China’s development?

Read the article

More insights and opinions

Latest Market Outlook

Investment Outlook: Q2 2018

So far 2018 has been anything but ‘business as usual’. Markets were buffeted by inflation concerns and trade protectionism. Equities fell and bond yields rose significantly. We take a look at what lies ahead in Q2; is it the beginning of the end for this bull market?

Read our key findings

Funds in focus

Fidelity Special Situations Fund

Fidelity Special Situations Fund

Successfully harnessing our extensive research resources to find unrecognised potential among UK companies since 1979.

Let's talk how


Fidelity Global Special Situations Fund

Fidelity Global Special Situations Fund

Combining unique businesses, exceptional value and corporate change provides the flexibility to capture returns across the cycle.

Keep ahead of the pack


Fidelity Multi Asset

Fidelity Multi Asset

Providing your clients with the choice, flexibility and confidence that their investment needs are being met in a consistent fashion.

Look inside Multi Asset


Important information

Past performance is not a reliable indicator of future returns. The value of investments and the income from them can go down as well as up and clients may get back less than they invest. Funds that use financial derivative instruments for investment purposes may expose capital to a higher degree of risk and can cause investments to experience larger than average price fluctuations. The value of invest in overseas markets can be affected by changes in currency exchange rates. The price of bonds is influenced by movements in interest rates, changes in the credit rating of bond issuers, and other factors such as inflation and market dynamics. In general, as interest rates rise the price of a bond will fall. The risk of default is based on the issuer's ability to make interest payments and to repay the loan at maturity. Default risk may, therefore, vary between different government issuers as well as between different corporate issuers. Please note that Fidelity only gives information on products and services and does not give investment advice. Investments in Fidelity funds should be made on the basis of the current prospectus, which is available along with the Key Investor Information Document (Key Features Document for Investment Trusts), current annual and semi-annual reports free of charge on request by calling 0800 368 1732. Issued by Financial Administration Services Limited, authorised and regulated by the Financial Conduct Authority. Fidelity, Fidelity International, their logos and F symbol are trademarks of FIL Limited.UKM0118/21432/SSO/0718

  • AXA Investmnent Managers
  • Aviva Investors
  • Baillie Gifford
  • BlackRock
  • BNY Mellon
  • Fidelity International
  • First State Investments
  • Goldman Sachs Asset Management
  • Investec Asset Management
  • Invesco Perpetual
  • Janus Henderson Global Investors
  • Jupiter Asset Management
  • Legal & General Invesment Management
  • M&G Investments
  • Schroders
  • Square Mile Investment Consulting & Research
  • Neptune Real World Investors