Fidelity Emerging Markets portfolio managers Nick Price and Chris Tennant discuss their outlook for emerging market equities, exploring signs of stabilisation in China as well as opportunities in m...

Fidelity International 7th Jan 2025

Fidelity China Special Situations PLC portfolio manager Dale Nicholls shares his outlook for 2025 and provides an insight into how he is looking to position the portfolio against an evolving macro...

Fidelity International 7th Jan 2025

Senior members of Fidelity’s investment team explore the key factors driving markets and analyse the implications for the world's major asset classes as we head into 2025.

Fidelity International 7th Jan 2025

Fidelity Strategic & Flexible Bond portfolio managers Mike Riddell and Tim Foster share their outlook for 2025 and insights into how they are looking to position the portfolios against an evolv...

Fidelity International 17th Dec 2024

Fidelity’s Giselle Lai, Associate Investment Director, Digital Assets, discussed the latest developments in the digital asset landscape with esteemed guest speaker, Martha Reyes, Research Ana...

Fidelity International 17th Dec 2024

Fidelity Global Multi Asset Open range portfolio managers Chris Forgan and Caroline Shaw share their outlook for 2025 and provide an insight into how they are looking to position the portfolios aga...

Fidelity International 17th Dec 2024

Fidelity Sterling Corporate Bond portfolio managers Ian Fishwick and Kris Atkinson share their outlook for 2025 and provide an insight into how they are looking to position the portfolio against an...

Fidelity International 17th Dec 2024

Fidelity European and European Trust portfolio managers Sam Morse and Marcel Stötzel share their outlook for 2025 and provide an insight into how they are looking to position the portfolios ag...

Fidelity International 17th Dec 2024

Fidelity’s Alex Wright speaks to Square Mile’s Jock Glover about the case for investing predominantly in the UK equity market and why being a big fish in a small pond can play to his ad...

Fidelity International 16th Dec 2024

Fidelity Global Technology Strategy portfolio manager Hyun Ho Sohn shares his outlook for 2025 and provides an insight into how he is looking to position the portfolio against an evolving macro bac...

Fidelity International 5th Dec 2024

Fidelity Global Dividend and Sustainable Global Equity Income portfolio managers Dan Roberts and Aditya Shivram share their outlook for 2025 and how they are looking to position the portfolios agai...

Fidelity International 5th Dec 2024

Fidelity Strategic & Flexible Bond portfolio managers Mike Riddell and Tim Foster share their outlook for 2025 and insights into how they’re looking to position the portfolios against an...

Fidelity International 5th Dec 2024

Fidelity Global Future Leaders co-portfolio managers James Abela and Maroun Younes share their outlook for 2025 and outline how they’re looking to position the portfolio against an evolving m...

Fidelity International 5th Dec 2024

Members of Fidelity’s investment team look at the potential outcomes from COP29 and assess the investment implications

Fidelity International 3rd Dec 2024

Benefitting from higher risk-adjusted return potential while also paving a clearer climate pathway.

Fidelity International 3rd Dec 2024

The active European ETF market has continued its impressive growth in 2024, and is likely to continue to grow rapidly over the coming year.

Fidelity International 2nd Dec 2024

The year ahead promises a different environment for financial investors, but it is clear earnings in many areas will improve and the global mood is positive.

Fidelity International 2nd Dec 2024

A material shift in politics makes reflation of the US economy our base case for 2025.

Fidelity International 2nd Dec 2024

A decisive US election, political ructions in Europe, and the first signs of Chinese fiscal action spell more volatility for stock markets in 2025. And new roads to returns.

Fidelity International 2nd Dec 2024

After navigating an interest rate hiking cycle, fixed income investors face a completely different challenge in 2025.

Fidelity International 2nd Dec 2024

We are positive on risk assets despite being later in the cycle.

Fidelity International 2nd Dec 2024

Alex Wright, portfolio manager of Fidelity Special Situations & Special Values, shares his outlook for 2025 and provides an insight into how he is looking to position the portfolios against an...

Fidelity International 2nd Dec 2024

Fidelity Multi Asset Income portfolio managers Talib Sheikh, George Efstathopoulos and Becky Qin share their outlook for 2025 and provide an insight into how they are looking to position the portfo...

Fidelity International 2nd Dec 2024

A material shift in politics makes reflation of the US economy Fidelity’s base case for 2025. Salman Ahmed, Global Head of Macro and Strategic Asset Allocation, gives his outlook.

Fidelity International 29th Nov 2024

Fidelity Global Future Leaders co-portfolio managers James Abela and Maroun Younes share their outlook for 2025 and outline how they’re looking to position the portfolio against an evolving m...

Fidelity International 28th Nov 2024

Amid heightened geopolitical risks, Fidelity Multi Asset Open range portfolio manager Chris Forgan outlines his views on the current market backdrop and where he sees opportunities across asset cla...

Fidelity International 26th Nov 2024

It might be an exaggeration to roll out the often-misattributed quote that “There are decades where nothing happens; and there are weeks where decades happen”. However, Kris Atkinson, f...

Fidelity International 26th Nov 2024

The rise of Chinese online shopping platforms like Temu and Shein is evidence that the country has gone from selling goods abroad to exporting entire business models. Can China’s e-commerce c...

Fidelity International 26th Nov 2024

Chancellor Rachel Reeves delivered the much-anticipated first Budget of the new Labour government on 30 October, outlining her plans to plug the £22 billion ‘black hole’ in the na...

Fidelity International 26th Nov 2024

Donald Trump has won the US presidential election. Here, Fidelity International’s economists and investment managers discuss some of the likely impact.

Fidelity International 26th Nov 2024

With the government’s inaugural budget fast approaching, there has been some speculation that recent rises in gilts yields could be indicative of investors anticipating a ‘Truss 2.0&rsq...

Fidelity International 26th Nov 2024

Fidelity’s Kris Atkinson offers his latest views on interest rates and credit, and why he continues to play for lower yields and steeper curves while de-risking the credit side of portfolios....

Fidelity International 21st Nov 2024

No surprises from Rachel Reeves’s tax-spend-and-borrow Budget, says Fidelity’s Tom Stevenson.

Fidelity International 18th Nov 2024

Fidelity’s Talib Sheikh shares his take on the US election result, the outlook for asset classes, and how Fidelity’s multi asset income range is positioned, highlighting the increased e...

Fidelity International 18th Nov 2024

Fidelity’s locally based team share their perspectives on the impact of China’s recent stimulus measures and their implications for markets.

Fidelity International 18th Nov 2024

Fidelity’s Ben Deane assesses the credit landscape, highlighting why he believes that all-in yields remain attractive and the recent rise in yields offers an attractive entry point for invest...

Fidelity International 18th Nov 2024

Fidelity's absolute return strategy can help investors diversify and enhance equity return drivers in an environment in which macroeconomic and market volatility are elevated.

Fidelity International 17th Nov 2024

Fidelity explores whether China’s e-commerce companies can replicate their domestic success globally, from Southeast Asia to North America?

Fidelity International 12th Nov 2024

With UK equities trading at their most attractive levels, strong corporate earnings, and an improving domestic economy, it’s time to capitalise on the significant upside potential still on of...

Fidelity International 4th Nov 2024

Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, outlines why China’s stimulus measures could turn the tide in economic fundamentals, potentially driving a sustained...

Fidelity International 4th Nov 2024

With UK equities trading at their most attractive levels, strong corporate earnings, and an improving domestic economy, it’s time to capitalise on the significant upside potential still on of...

Fidelity International 31st Oct 2024

Fidelity's absolute return strategy can help investors diversify and enhance equity return drivers in an environment in which macroeconomic and market volatility are elevated.

Fidelity International 24th Oct 2024

COP16 will focus on resource mobilisation and the implementation of the GBF that aims to halt and reverse biodiversity loss by 2030 – Fidelity tells us more.

Fidelity International 22nd Oct 2024

Nitin Bajaj, portfolio manager for Fidelity Asian Values PLC, discusses his approach to identifying opportunities across Asia and how he is always looking to find quality businesses with strong fun...

Fidelity International 18th Oct 2024

Portfolio manager Talib Sheikh provides an update on recent positioning moves within Fidelity’s multi asset income range, highlighting the increased exposure to defensive quality income equit...

Fidelity International 18th Oct 2024

Fidelity Global Future Leaders co-portfolio managers James Abela and Maroun Younes explore how the global small and mid-cap segment offers investors attractive sources of diversification and return...

Fidelity International 18th Oct 2024

Fidelity’s sustainability team provides an overview of the latest developments across the ESG regulatory landscape and outlines the implications for investors.

Fidelity International 11th Oct 2024

A decisive policy pivot – in the form of a fiscal boost – has seen China’s equity market escape its trough – Fidelity’s team assesses whether investors should believe...

Fidelity International 10th Oct 2024

Portfolio manager Talib Sheikh provides an update on recent positioning moves within Fidelity’s multi asset income range, highlighting the increased exposure to defensive quality income equit...

Fidelity International 10th Oct 2024

Ian Fishwick, lead manager of the Fidelity Sterling Corporate Bond Fund, discusses why a combination of falling interest rates, and an attractive starting level of yield, are increasing the investm...

Fidelity International 8th Oct 2024

The equity-bond correlation has turned negative and it seems that bonds can perform a hedging role once again – however, it’s the context that matters, says Fidelity.

Fidelity International 7th Oct 2024

Fidelity’s Sam Morse and Marcel Stötzel explain why a focus on high-quality companies with strong balance sheets and sustainable dividend growth can continue to drive attractive long-ter...

Fidelity International 7th Oct 2024

Labour market fragility pushed the Fed into more aggressive action, but what it does next hangs in the balance. Fidelity’s Salman Ahmed explores the reasons behind the cut and its implication...

Fidelity International 7th Oct 2024

One of the most consistent themes over the past 15 years has been the outperformance of US equities – Fidelity explores why they have been so successful and whether the trend will continue.

Ian Fishwick, lead manager of the Fidelity Sterling Corporate Bond Fund, discusses why a combination of falling interest rates, and an attractive starting level of yield, are increasing the investm...

Fidelity International 7th Oct 2024

Kris Atkinson, discusses the factors in the market which are boosting the appeal for the asset class. He shares why by focusing on those credits where there is a story behind them, the fund looks t...

Fidelity International 7th Oct 2024

Fidelity’s Sam Morse and Marcel Stötzel explain why a focus on high-quality companies can continue to drive attractive long-term returns for investors in Europe.

Fidelity International 3rd Oct 2024

The breadth and implications of the energy transition reveal a lot for investors to consider, so Fidelity has compiled a practitioner's guide to some of the key topics.

Fidelity International 3rd Oct 2024

As we move into the second half of the year, the latest data indicates a slowing pace of economic growth and a broad-based easing of price pressures. Henk-Jan Rikkerink, Global Head of Solutions &a...

Fidelity International 17th Sep 2024

Marty Dropkin, Head of Equities, Asia Pacific, outlines how investors can position to capture long-term value and embrace what’s next in the region’s development.

Fidelity International 17th Sep 2024

One of the most consistent themes in financial markets over the past 15 years has been the outperformance of US equities. Why have US equities been so successful and will the trend continue?

Fidelity International 17th Sep 2024

Recent spikes in market volatility, slowing macro signals and stretched valuations are among the many signs that are pointing to a global slowdown. In this environment, portfolio managers Kris Atki...

Fidelity International 17th Sep 2024

Rosanna Burcheri and Ashish Bhardwaj, portfolio managers for Fidelity American Special Situations, explain why there is still a rich pool of attractive opportunities for value investors to exploit...

Fidelity International 5th Sep 2024

With the election decided, one of the more electorally sensitive issues is likely to emerge in the months ahead: the State Pension age. Fidelity’s Andrew Oxlade examines the possibilities.

Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, believes opportunities are now emerging across a range of sectors which offer strong structural growth prospects at compel...

Fidelity International 29th Aug 2024

Portfolio managers at Fidelity returning from an annual gathering in China explore the themes that are galvanising investment ideas in the region.

Fidelity International 27th Aug 2024

Portfolio managers at Fidelity returning from an annual gathering in China explore how three themes – AI, the energy transition, and shifting supply chains – are galvanising investment...

Fidelity International 20th Aug 2024

Fidelity’s Global Head of Macro & Strategic Asset Allocation Salman Ahmed explains why growth is unlikely to fall off a cliff, and a soft landing is still the most expected outcome for th...

Fidelity International 15th Aug 2024

As we move further away from a decade of ultra-loose monetary policy, bonds are once again proving their attractive diversification benefits. Our UK fixed income portfolio managers reflect on the r...

Fidelity International 14th Aug 2024

As we move into the second half of the year, the latest data indicates a slowing pace of economic growth and a broad-based easing of price pressures. Henk-Jan Rikkerink, Global Head of Solutions &a...

Fidelity International 14th Aug 2024

Markets routed at the start of August following soft US jobs data, though we believe the reaction may be misguided. With economic fundamentals remaining resilient, Global Head of Macro & Strate...

Fidelity International 14th Aug 2024

At Fidelity, our purpose is to work together to build better financial futures for our clients. Considering and integrating sustainability risks and opportunities is of increasing importance to ach...

Fidelity International 14th Aug 2024

Fidelity’s UK fixed income portfolio managers discuss whether the expectation of further cuts could act as a tailwind for fixed income markets.

Fidelity International 12th Aug 2024

What makes an active ETF active? In Fidelity’s podcast, hear from Stefan Kuhn, Head of ETF distribution for Europe, Caroline Shaw, Multi Asset Portfolio Manager, and Andrew Craswell, Head of...

Fidelity International 8th Aug 2024

In 2023, to complement its thematic engagement on deforestation, Fidelity continued its participation in the satellite-based deforestation engagement programme led by Cardano (formerly ACTIAM) and...

Fidelity International 30th Jul 2024

In the not-too-distant past, the US was widely predicted to be heading for recession, but both its economic prospects and stock market have since surged ahead and confounded expectations. Maroun Yo...

Fidelity International 26th Jul 2024

After years of underperformance, UK equities could be on the cusp of a much-needed revival in fortunes as the fundamental environment becomes more stable. Alex Wright, portfolio manager of Fidelity...

Fidelity International 26th Jul 2024

With visitors heading to Paris for this summer’s Olympics, which French companies stand to benefit? Marcel Stötzel, portfolio manager of the Fidelity European Fund and Fidelity European...

Fidelity International 26th Jul 2024

Global Head of Macro & Strategic Asset Allocation Salman Ahmed outlines how Labour’s landslide general election victory has the potential to drive a notable shift in the UK macro landscap...

Fidelity International 26th Jul 2024

As the macro picture in China shows signs of incremental improvements, our locally-based team share their perspectives on how this is impacting the investment environment. They discuss how policy s...

Fidelity International 26th Jul 2024

With Labour winning a commanding majority, it appears that we are back to the 1990s and early 2000s in terms of political regime change, and perhaps even for bond markets. Here, our UK fixed income...

Fidelity International 26th Jul 2024

Henk-Jan Rikkerink, Fidelity’s Global Head of Solutions and Multi Asset, explores three key themes set to shape the global landscape as we move through Q3, and the investment implications.

Fidelity Multi Asset Portfolio Manager Chris Forgan discusses why some shared macroeconomic drivers don’t always influence equities and bonds in the same way, and how the relationship between...

Fidelity International 20th Jun 2024

Major new EU regulations on deforestation are being introduced later in 2024 that will force companies to trace their input materials. Fidelity explains why they believe these rules are a firm step...

Fidelity International 20th Jun 2024

More and more companies are falling behind in their effort...

Fidelity International 5th Jun 2024

Fidelity’s Talib Sheikh provides an update on recent positioning moves within Fidelity’s multi asset income range, highlighting the increased exposure to developed market equities.

Fidelity International 30th May 2024

Fidelity examines why Quality-Income strategies seem an attractive prospect given recent shifts in capital market assumptions, and how investors can get exposure to this strategy.

Fidelity International 23rd May 2024

Fidelity’s Aditya Shivram examines the data behind his belief that a focus on dividends is just as important as capital appreciation, and why it could lead to more sustainable and lower volat...

Fidelity International 9th May 2024

As interest rates are expected to stay higher for longer, so should the relative attractiveness of cash in investment portfolios, says Fidelity

Fidelity International 2nd May 2024

Talib Sheikh outlines why investors will need to embrace a broader mix of assets to provide the income, capital growth and diversification they need.

Fidelity International 29th Apr 2024

Blue bonds are at a nascent stage of development, but have the potential to direct capital to conserve marine ecosystems and mitigate the significant environmental and economic risks associated wit...

Fidelity International 23rd Apr 2024

Asia has long been chiefly a growth story for investors – Fidelity portfolio managers Jochen Breuer and Lynda Zhou examine the case for Asian dividends.

Fidelity International 18th Apr 2024

The roll-out of new measures related to Sustainability Disclosure Requirements (SDR) begins in May when anti-greenwashing rules come into effect. Ahead of this, Fidelity’s...

Fidelity International 17th Apr 2024

Fidelity Multi Asset Open range portfolio managers Chris Forgan and Caroline Shaw explain why they believe a cautious and flexible approach to asset allocation is prudent to navigate what comes nex...

Fidelity International 11th Apr 2024

Fidelity explains why a natural first step is short-dated high-quality corporate bonds and then all-maturity corporate bonds once the curve dis-inverts.

Fidelity International 9th Apr 2024

China is transitioning to a new growth model and, although ongoing headwinds may keep volatility elevated for some time, Fidelity believes an allocation to Chinese equities is still worth making.

Fidelity analyses the potential factors that could drive improved returns from the domestic market and outlines key areas of opportunity among value, quality and dividend stocks across the market c...

Fidelity International 9th Apr 2024

Fidelity Multi Asset Income range portfolio manager Talib Sheikh outlines why investors will need to embrace a broader mix of assets to provide the income, capital growth and diversification they n...

Fidelity International 9th Apr 2024

The relationship between climate change and biodiversity is a two-way street in which addressing one could help manage the other. This demands a more nuanced approach from (re)insurers seeking to d...

Fidelity International 2nd Apr 2024

Fidelity fixed income portfolio managers Kris Atkinson and Shamil Gohil highlight the crucial role that bondholders can play when it comes to driving change on sustainability issues.

Fidelity International 21st Mar 2024

Fidelity’s Talib Sheikh unpacks why a multi-asset approach is still the most attractive long-term option for income seekers

Fidelity International 14th Mar 2024

More often than not, inflation-linked bond valuations relative to nominal ones underestimate the likelihood of upside inflation surprises, leading to an outperformance of inflation-linked bonds lon...

Fidelity International 7th Mar 2024

The dominance of tech stocks seen in 2023 has continued so far in 2024, driven by a strong rally in artificial intelligence and mega cap names. Fidelity Global Technology portfolio manager Hyun Ho...

Fidelity International 7th Mar 2024

Marcel Stötzel, co-portfolio manager of Fidelity European Fund and Fidelity European Trust PLC, provides an insight into the risks and opportunities facing investors in European equities. With...

Fidelity International 7th Mar 2024

Money market products boomed in 2023 on the back of a dramatic rate hiking cycle from central banks. But how will these funds perform if rates have peaked? We look at potential different interest r...

Fidelity International 7th Mar 2024

Our active, research-driven investment process underpins a range of solutions which could meet your fixed income needs across the risk spectrum.

Fidelity International 7th Mar 2024

Ahead of the roll-out of new measures related to SDR in May, Fidelity’s Sustainable Investing team provide an overview of the regulations and the implications for investors.

Fidelity International 21st Feb 2024

Fidelity clean energy analyst Paul Gooden examines why 2024 could see a resurgence in the strength of clean energy stocks and where opportunity may emerge.

Fidelity International 6th Feb 2024

Chris Forgan, portfolio manager of Fidelity’s Multi Asset Allocator range, explains why home bias can act as a hindrance rather than a help in static allocation portfolios.

Fidelity International 1st Feb 2024

The recent strong relative performance of the UK equity market has gone largely unnoticed by investors, reinforcing its unloved status. Alex Wright, portfolio manager of Fidelity Special Situations...

Fidelity International 31st Jan 2024

Home biases can exist within portfolios but is this due to investment rationale or historical norms? In a more economically and geographically diverse world, Chris Forgan portfolio manager of Fidel...

Fidelity International 31st Jan 2024

The past two years have been marked by a fear of how bad the first sustained economic slowdown since 2008 might become. Yet our annual analyst survey suggests the conditions are settling into place...

Fidelity International 31st Jan 2024

Fixed income markets are approaching an inflection point amid signs of easing inflation and expectations of lower rates. As the impact of tight monetary policy edges the domestic economy towards re...

Fidelity International 31st Jan 2024

What the lessons of 2023 can teach investors for the year ahead – from artificial intelligence to US resilience, Fidelity’s panel of multi asset portfolio managers discusses the big the...

Fidelity International 26th Jan 2024

James Bird, National Development Associate Director, and Paul Nash, Investment Director, provide an overview of the Fidelity Multi Asset Allocator fund range. Paul also shares his knowledge into th...

Fidelity International 19th Jan 2024

Fidelity Global Future Leaders co-portfolio managers James Abela and Maroun Younes review the attractive investment opportunity among global small and mid-caps as we enter a new year. They discuss...

Fidelity International 17th Jan 2024

We are in the first stages of a dramatic regime change - from low inflation and ever declining interest rates to an investment landscape marked by greater economic volatility and the associated hig...

Fidelity International 17th Jan 2024

Our Multi Asset team's views on which asset classes and markets are presenting the greatest opportunities and risks.

Fidelity International 17th Jan 2024

The Fixed Income Monthly provides a forward-looking summary of the medium-term views from the Fidelity Fixed Income team.

Fidelity International 17th Jan 2024

Investing in sustainable fixed income ETFs can help contribute to achieving net zero.
 

Fidelity International 11th Jan 2024

Fidelity’s local team explores the critical role played by transition materials in developing and deploying clean energy technologies

Fidelity International 11th Jan 2024

Fidelity Global Future Leaders co-portfolio managers James Abela and Maroun Younes review the attractive investment opportunity among global small and mid-caps as we enter a new year.

Fidelity International 11th Jan 2024

Fidelity’s annual Analyst Survey suggests that management teams have moved on from worrying about price pressures, with most analysts expecting cost inflation to ease over the next 12 months....

Fidelity International 10th Jan 2024

Fidelity’s local team explores the critical role of transition materials in developing and deploying clean energy technologies. 

Fidelity International 5th Jan 2024

The TNFD can help investors access quality information to integrate nature-related risks and opportunities in investment decisions. 

Fidelity International 11th Dec 2023

How Fidelity promotes robust governance and oversight of nature-related issues in investment decision-making to help protect the environment. 

Fidelity International 11th Dec 2023

Fidelity’s Jason Humphrey provides his expert insight into what should be on investors’ due diligence checklist when selecting equity index funds.

Fidelity International 8th Dec 2023

The fundamental drivers for US outperformance remain intact, according to Fidelity American Special Situations Fund portfolio managers Rosanna Burcheri and Ashish Bhardwaj.

Fidelity International 29th Nov 2023

Fidelity’s Chief Sustainability Officer Jenn-Hui Tan outlines how asset managers are evolving their engagement approaches to include regulators, policymakers, and industry groups, alongside c...

Fidelity International 27th Nov 2023

In this fund in five Chris Ellinger, portfolio manager of the Fidelity Cash Fund, offers an insight into...

Fidelity International 15th Nov 2023

Portfolio manager Dan Roberts provides an update on the Fidelity Global Dividend Fund

Fidelity International 8th Nov 2023

Fidelity’s local team talk through the lessons learned from Japan’s economic journey and the current developments unfolding in China today. 

Fidelity International 8th Nov 2023

Fidelity’s team analyses how the macro environment is likely to evolve and why gravity will finally win out in the form of a US recession in 2024.

Fidelity International 6th Nov 2023

Delve into the Fidelity Short Dated Corporate Bond Fund from five distinct perspectives: asset class, process, differentiator, team, and track record. Fund manager Kris Atkinson guides us through t...

Fidelity International 3rd Nov 2023

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 b...

Fidelity International 27th Oct 2023

Our investment team highlight the case of short dated credit in today’s environment of rising rates, high inflation and weak growth. Within this, we outline why an active approach, focused on...

Fidelity International 27th Oct 2023

Fidelity’s local team talk through the lessons learned from Japan’s economic journey and the current developments unfolding in China today.

Fidelity International 23rd Oct 2023

Have central banks pulled it off? Tightening monetary policy appears to have brought inflation down from its peak without causing serious damage to the economy. But it’s not yet ‘job do...

Fidelity International 20th Oct 2023

Our investment team highlight the case of short dated credit in today’s environment of rising rates, high inflation and weak growth. Within this, we outline why an active approach, focused on...

Fidelity International 20th Oct 2023

One in five pubs in Britain has closed, prompting a national outcry at the loss of these national institutions. But rising retail prices and falling energy costs may be putting the industry on a be...

Fidelity International 20th Oct 2023

Bond markets are currently experiencing a rare irregularity with the inversion of the yield curve. Fixed income portfolio managers Kris Atkinson and Shamil Pankhania outline why this offers a uniqu...

Fidelity International 20th Oct 2023

Three areas investors can use to help drive the net zero transformation.

Fidelity International 10th Oct 2023

Fidelity’s sustainable investing team explores the concept of a ‘just transition’ and why it matters from an investment perspective. 

Fidelity International 10th Oct 2023

Fidelity examines why domestic investors could benefit from increasing the global diversification of strategic asset allocation decisions and how Fidelity’s Multi Asset Allocator is set up to...

Fidelity International 9th Oct 2023

While the UK macro picture remains challenging, Fidelity’s Alex Wright believes investment opportunities are still available for those who know where to look.

Fidelity International 21st Sep 2023

Fidelity Sustainable Investing Associate Ally Chin recently travelled to Bangladesh to see on-the-ground living and factory working conditions for the world’s No. 2 exporter of ready-made gar...

Fidelity International 14th Sep 2023

Fidelity portfolio manager Kris Atkinson makes the case for why healthy oceans are critical to tackling climate change.

Fidelity International 30th Aug 2023

Fidelity looks at the key reasons inflation is an important driver of markets, how different asset classes fare in an inflationary environment, and how they think about managing inflation within ou...

Fidelity International 24th Aug 2023

We believe that the right product is always the most efficient product for achieving a client's goals. With this in mind, we have moved to establish a differentiated range of ETFs that can act...

Fidelity International 22nd Aug 2023

Investor sentiment has been far from stable so far in 2023 as bearish positioning at the start of the year has given way to a much more optimistic view over recent weeks. Fidelity Multi Asset Open...

Fidelity International 22nd Aug 2023

While market sentiment has recently been boosted by expectations of a soft landing, history suggests this may be unlikely given the prolonged monetary tightening. Given the uncertainty, Fidelity St...

Fidelity International 22nd Aug 2023

The results of our ESG Analyst Survey highlight that ESG factors are rising up the priority list for Chinese companies, although Asia’s largest economy still has ground to cover to keep pace...

Fidelity International 1st Aug 2023

Our Multi Asset team share their latest views on which asset classes and markets are presenting the greatest opportunities and risks.

Fidelity International 1st Aug 2023

As many of us get ready to fly away in search of summer sun, investors are hoping for cooler markets and a soft landing. With the macro outlook delicately poised, Fidelity Strategic Bond co-portfol...

Fidelity International 1st Aug 2023

Fidelity Sustainable Global Equity Income Fund portfolio manager Aditya Shivram outlines where we are seeing progress on DEI and why this matters to investors.

Fidelity International 25th Jul 2023

Fidelity’s Victoria Mio, Head of Equity Research - Asia Pacific, discusses where local analysts are seeing pockets of progress and a cause for optimism. 

Fidelity International 6th Jul 2023

Fidelity’s Head of Global Cross-Asset Research Capabilities Fiona O'Neill outlines how and where companies should up their game.

Fidelity International 6th Jul 2023

Fidelity co-sponsors a team of researchers who travelled into the jungles of Borneo to learn how analysis of sound recordings could help investors and companies better assess biodiversity risks.

Fidelity portfolio managers Dale Nicholls and Hyomi Jie share on-the-ground insights into China's reopening following a recent research trip, which reveal a multi-faceted economic picture. ...

Fidelity International 5th Jul 2023

How do you measure something as complicated as biodiversity? Fidelity is...

Fidelity International 29th Jun 2023

Could sound solve biodiversity’s data deficit? From the forests of Borneo, Fidelity have followed a project to explore if sound recordings - layered with AI - could help to solve biodiversity...

Fidelity International 23rd Jun 2023

Bonds that invest in ocean conservation may eventually replicate the success of their green counterparts; however, Fidelity’s Kris Atkinson discusses why a win is not guaranteed.   ...

Fidelity International 21st Jun 2023

Fidelity CEO Anne Richards outlines why it is critical for policymakers and the investment community to act in a way that conserves natural capital.

Fidelity International 21st Jun 2023

Fidelity’s Jenn-Hui Tan outlines why climate change is set to become a subset of how we think about risks to biodiversity and natural capital. 

Fidelity International 21st Jun 2023

Fidelity’s  Velislava Dimitrova, portfolio manager of the Fidelity Sustainable Biodiversity and Sustainable Climate Solutions Funds, outlines how Fidelity is approaching this critical is...

Fidelity International 21st Jun 2023

Gabriel Wilson-Otto, Fidelity’s Head of Sustainable Investing Strategy, looks at how regulation is becoming a key driver of ESG flows. 

Fidelity International 21st Jun 2023

Fidelity Global Head of Stewardship and Sustainable Investing Jenn-Hui Tan sat down with some Hong Kong-based investment colleagues to discuss the state of play when it comes to ESG investing in As...

Fidelity International 7th Jun 2023

Fidelity’s survey of C-suite and director level executives based in China shows that investors and customers play an increasingly important role in driving ESG strategies at Chinese companies...

Fidelity International 7th Jun 2023

Fidelity’s investment experts based in the region share their insights from what they are hearing from companies on the ground.

Fidelity International 7th Jun 2023

Fidelity explores how new research is plugging biodiversity’s data deficit. 

Fidelity International 24th May 2023

While investor attention is often drawn to other parts of the emerging markets complex, portfolio manager Chris Tennant outlines Fidelity is feeling optimistic over the outlook for Latin America.

What gets measured gets managed. But how do you measure something as complicated as biodiversity? Fidelity is a co-sponsor behind a team of researchers from the south of France who travelled into t...

Fidelity International 24th May 2023

While investor attention is often drawn to other parts of the emerging markets complex, portfolio manager Chris Tennant outlines why we are feeling optimistic over the outlook for Latin America. He...

Fidelity International 24th May 2023

New weight loss drugs stemming from type 2 diabetes treatments may change how the world deals with obesity, but healthcare systems are not yet set up to deliver it to the hundreds of millions of po...

Fidelity International 24th May 2023

What impact will climate change have on portfolios? Fidelity portfolio managers Caroline Shaw and Kris Atkinson and Global Macro Economist Anna Stupnytska to examine the investment implications for...

Fidelity International 18th May 2023

Aditya Shivram, Portfolio Manager of the Fidelity Sustainable Global Equity Income Fund, shares why he believes a focus on sustainability complements a dividend-based approach to equity investing.<...

Fidelity International 10th May 2023

Aditya Shivram, Portfolio Manager of the Fidelity Sustainable Global Equity Income Fund, looks at four key developments he has witnessed in markets over the last 12 tumultuous months.

Fidelity International 10th May 2023

Against a recent backdrop of persistently high inflation and banking sector concerns, Fidelity’s investment team debate the outlook for value-oriented stocks and sectors, and whether value ca...

Fidelity International 28th Apr 2023

Fidelity's Head of Global Stewardship and Sustainable Investing Jenn-Hui Tan explains why he believes engagement has much greater potential to positively impact future generations and returns o...

Fidelity International 26th Apr 2023

Fidelity's Head of Global Stewardship and Sustainable Investing Jenn-Hui Tan explains why he believes engagement has much greater potential to positively impact future generations and returns o...

Fidelity International 25th Apr 2023

Fidelity Multi Asset Income portfolio manager Eugene Philalithis examines the investment case for those income-seeking investors, against the backdrop of higher yields. In a time of heightened mark...

Fidelity International 19th Apr 2023

In Fidelity's latest quarterly outlook, we believe that recession over the next 12 months looks increasingly likely across developed markets. Global CIO Andrew McCaffery reveals three key theme...

Fidelity International 19th Apr 2023

With the UK having been a relatively unloved market by investors for some years, recent performance has begun to reignite interest. We examine the reasons to be positive.

Fidelity International 19th Apr 2023

Investors have two ways of dealing with unsustainable companies: engage with them to help effect change or exclude them from portfolios. Fidelity's Head of Global Stewardship and Sustainable In...

Fidelity International 19th Apr 2023

Fidelity Multi Asset Income portfolio manager Eugene Philalithis examines why multi asset investing can provide a more consistent yield over the long term.

Fidelity International 13th Apr 2023

Tech hardware and the 'Chip War'. As China reopens and supply chains adjust, how will the ‘Chip War’ affect the global tech hardware industry and consumer goods prices?

Fidelity International 6th Apr 2023

What’s next for China’s fully charged electric vehicle battery makers? China's EV battery makers are facing overcapacity at home and increased competition abroad but that could be a...

Fidelity International 5th Apr 2023

Fidelity’s Kris Atkinson discusses the potential impact of the UN High Seas Treaty and provides an insight into the role that bond investors can play in the blue economy’s future.

Fidelity International 5th Apr 2023

As Europe’s AGM season begins, Fidelity’s Global Head of Stewardship & Sustainable Investing Jenn-Hui Tan outlines how he expects the cost of living, climate change, and diversity,...

Fidelity International 30th Mar 2023

Too little, not too late – how orderly will the global net zero transition ultimately turn out to be? Fidelity’s Global Macro & Strategic Asset Allocation Team assess the latest pro...

Fidelity International 16th Mar 2023

With an estimated 50% of global GDP dependant on nature, biodiversity has significant implications for investment portfolios. Members of our investment team discuss how policymakers are focusing on...

Fidelity International 15th Mar 2023

While the latest version of ChatGPT is a watershed moment for the popular use of AI technology, misconceptions remain about what it is and what it isn't. Senior tech analyst Jonathan Tseng give...

Fidelity International 15th Mar 2023

The collapse of Silicon Valley Bank has led to a sharp increase in market volatility and raised concerns over financial stability. Our Solutions & Multi Asset team discuss the implications for...

Fidelity International 15th Mar 2023

Fidelity’s locally based investment team discuss what China’s rapid reopening means for the economy, for markets, and for regional and global supply chains.

Fidelity International 22nd Feb 2023

Jenn-Hui Tan, Fidelity’s Global Head of Stewardship & Sustainable Investing, highlights that there is still much room for improvement.

Fidelity International 15th Feb 2023

The cost-of-living crisis and weak economic outlook have created a challenging environment for UK investors. Yet with much of this reflected in valuations, Fidelity UK Select Fund portfolio manager...

Fidelity International 14th Feb 2023

Our investment team highlight the case of short dated credit in today’s environment of rising rates, high inflation and weak growth. Within this, we outline why an active approach, focused on...

Fidelity International 14th Feb 2023

More investors are recognising that listed alternatives have the potential to enhance returns and generate income, as well as offer diversification and downside protection benefits to a broader por...

Fidelity International 14th Feb 2023

Fidelity’s Global Head of Investment Research Ned Salter discusses the complex world of sustainable finance with Bank of America chief executive Brian Moynihan.

Fidelity International 13th Feb 2023

Cement is one of the dirtiest industries for greenhouse gas emissions. Fidelity’s analysts have been engaging with a top Chinese cement producer to help them realise a greener path.

Fidelity International 2nd Feb 2023

With markets seemingly pricing in different economic outcomes this year, Fidelity’s Global Head of Macro & Strategic Asset Allocation Salman Ahmed discusses what happens next.

Fidelity International 26th Jan 2023

As China prepares to welcome the Year of the Rabbit, Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, shares his latest views after a very tumultuous period for China'...

Fidelity International 19th Jan 2023

Jenn-Hui Tan, Fidelity’s Global Head of Stewardship & Sustainable Investing, discusses the risk that biodiversity loss poses to investors.

Fidelity International 19th Jan 2023

Alex Wright, portfolio manager of Fidelity Special Situations & Special Values PLC, examines the out...

Fidelity International 13th Jan 2023

Sustainable investing has been challenged on many fronts of late, with uncertainty likely to persist. Global Head of Stewardship and Sustainable Investing, Jenn-Hui Tan, takes a...

Fidelity International 13th Jan 2023

The poor performance of risk assets in 2022 was highly unusual, with a 60/40 portfolio of US assets endu...

Fidelity International 13th Jan 2023

Fidelity’s Paul Gooden, analyst and co-portfolio manager, discusses why we are set to see an acceleration in the energy transition as US oil majors finally start to invest more in renewables....

Fidelity International 13th Jan 2023

Marcel Stötzel, co-portfolio manager of the Fidelity European Fund and Fidelity European Trust, outlines the stocks and sectors that he believes are well-placed to grow earnings despite elevat...

Fidelity International 5th Jan 2023

Fidelity portfolio managers Velislava Dimitrova and Cornelia Furse discuss the main outcomes of the recently concluded COP 27 event and the implications for decarbonisation.

Fidelity International 8th Dec 2022

Fidelity Global Special Situations Fund portfolio manager Jeremy Podger believes valuations are now begi...

Fidelity International 6th Dec 2022

Global Head of Macro & Strategic Asset Allocation Salman Ahmed analyses the confluence of challenges...

Fidelity International 6th Dec 2022

Amid an uncertain macro environment, Fidelity Sustainable Asia Equity Fund portfolio manager Dhananjay P...

Fidelity International 5th Dec 2022

Jenn-Hui Tan, Fidelity’s Global Head of Stewardship and Sustainable Investing, provides his outlook for the year ahead for all things ESG.

Fidelity International 21st Nov 2022

Fidelity’s CEO Anne Richards and Global CIO Andrew McCaffery discuss how investors should think about positioning for the challenges and opportunities that are set to arise over the coming ye...

Fidelity International 21st Nov 2022

Fidelity Multi Asset Income portfolio managers Eugene Philalithis, George Efsathopoulos and Beck Qin examine the outlook for the year ahead.

Fidelity International 18th Nov 2022

The impact of the events of the past year will be felt long into the next one, particularly the tragic consequences of the Ukraine war. Chief among them from a financial perspect...

Fidelity International 17th Nov 2022

Despite the Fed’s fourth straight jumbo rate hike, Global Head of Macro & Strategic Asset Allocation Salman Ahmed outlines why peak hawkishness from central banks is now likely behind us. He discusses...

Fidelity International 15th Nov 2022

Fidelity Sustainable MoneyBuilder Income managers Sajiv Vaid and Kris Atkinson reflect on recent market and policy moves and discuss why we are nearing an inflection point in sterling credit. With yie...

Fidelity International 15th Nov 2022

While COP 27 is being billed as the ‘implementation COP’, it remains to be seen whether the gap between climate plans and implementation will be closed. Jenn-Hui Tan, Fidelity’s Global Head of Steward...

Fidelity International 15th Nov 2022

Against a volatile backdrop, Steve Ellis, Global CIO Fixed Income, Fidelity International, outlines why higher yields mean bonds look attractive going forward.

Fidelity International 10th Nov 2022

Demographics of the next 75 years will be very different from the preceding 75. Wen Wen Lindroth from Fidelity’s Global Macro Team assesses how future demographic shifts could impact global growth and...

Fidelity International 3rd Nov 2022

Aditya Shivram, portfolio manager, Fidelity Sustainable Global Equity Income Fund, discusses how integrating sustainability considerations into his process helps to identify resilient companies with t...

Fidelity International 29th Sep 2022

Fidelity Sustainable Global Equity Fund portfolio manager Jamie Harvey outlines how and why the UN’s Sustainable Development Goals provide a powerful framework from both a return and sustainability pe...

Fidelity International 27th Sep 2022

Sustainable investing has come in for a great deal of criticism since the turn of the year. The fall from grace has been spectacular with several factors contributing. Portfolio manager Jamie Harvey s...

Fidelity International 20th Sep 2022

In this podcast our Asia investment experts across equities and sustainable investing discuss how developments on the ground in China are bringing sustainability evermore to the fore. They also reveal...

Fidelity International 20th Sep 2022

Nicholas Price, portfolio manager of Fidelity Japan Trust PLC, takes stock of what has been a very challenging period for investors. He discusses how the market environment is likely to evolve over th...

Fidelity International 20th Sep 2022

Sustainable investing has come in for a great deal of criticism since the turn of the year. Jamie Harvey, portfolio manager, Fidelity Sustainable Global Equity Fund, separates the myths from the facts...

Fidelity International 13th Sep 2022

Jamie Harvey, portfolio manager of the Fidelity Sustainable Global Equity Fund, outlines how and why the UN’s Sustainable Development Goals (SDGs) provide a powerful framework from both a return and a...

Fidelity International 8th Sep 2022

Sustainable investing has undergone some criticism since the start of the year. Jamie Harvey, Lead Portfolio Manager of the Fidelity Sustainable Global Equity Fund, assesses the challenges and opportu...

Fidelity International 6th Sep 2022

Right here, right now our sustainable global equity funds invest in companies who are addressing the world’s greatest environmental and social challenges. By doing so, they aim to deliver mor...

Fidelity International 5th Sep 2022

Economic data continues to deteriorate and a slowdown that tips the US economy into a recession is a distinct possibility this year. Our Fixed Income investment team take stock of this challenging env...

Fidelity International 31st Aug 2022

Equity analyst Cormac Byrne provides an overview of our recent engagement with Italian industrials firm Interpump. He outlines how collaborative - and at times challenging - discussions have brought a...

Fidelity International 31st Aug 2022

Members of Fidelity’s Sustainable Investing Team highlight how today’s quantitative ESG ratings are frequently misunderstood or misapplied.

Fidelity International 31st Aug 2022

Asian investors have been grappling with a range of global and local headwinds. Against this uncertain backdrop, Fidelity Asia Fund Manager Teera Chanpongsang discusses the benefits of adopting a long...

Fidelity International 31st Aug 2022

Portfolio manager Jamie Harvey discusses how Fidelity’s Sustainable Global Equity Fund aims to create positive societal outcomes and more durable returns over time.

Fidelity International 22nd Aug 2022

Portfolio manager Aditya Shivram introduces Fidelity Sustainable Global Equity Income Fund, its focus on quality and sustainable dividend payers, and how ESG complements a dividend-based approach.

Fidelity International 17th Aug 2022

Fidelity Sustainable MoneyBuilder Income portfolio managers Sajiv Vaid and Kris Atkinson outline why a defensive and high-quality approach will be key to navigating the difficult period ahead.

Fidelity International 11th Aug 2022

Against a backdrop of heightened volatility triggered by high inflation and hawkish banks, senior members of Fidelity’s investment team take stock of a challenging period for investors across asset cl...

Fidelity International 8th Jul 2022

In the first of a two-part series, Fidelity portfolio managers Kris Atkinson and Sajiv Vaid discuss the vital role fixed income investors can play in accelerating the shift to a net-zero world by 2050...

Fidelity International 27th Jun 2022

Fidelity Asian Dividend Fund portfolio manager Jochen Breuer reviews the landscape for dividend investors in the region. Against an uncertain backdrop, he discusses how a dividend-based approach can a...

Fidelity International 23rd Jun 2022

Our investment team explore the challenges faced by global central banks as they look to tackle high inflation and looming recession risks. They also shine a spotlight on how policy is diverging betwe...

Fidelity International 23rd Jun 2022

Tentative signs are emerging that cost pressures may soon ease, according to a recent survey of Fidelity analysts. On average, we still see companies' costs increasing over the next six months, but to...

Fidelity International 23rd Jun 2022

James Bird, National Development Associate Director, and Elia Soutou, Investment Director, provide an overview of the Fidelity Multi Asset Income fund range. Elia also shares her insight into the inve...

Fidelity International 17th Jun 2022

Find out how Fidelity is pressing consumer companies to deliver real world solutions to one of the planet’s biggest challenges.

Fidelity International 15th Jun 2022

Fidelity China Special Situations PLC portfolio manager Dale Nicholls shares his perspectives on recent market volatility in China and discusses what happens next.

Fidelity International 15th Jun 2022

Tentative signs are emerging that cost pressures may soon ease, according to a recent survey of Fidelity analysts – on average, companies' costs are set to increasing over the next six months, but to...

Fidelity International 15th Jun 2022

In the first of a two-part series, Fidelity portfolio managers Kris Atkinson and Sajiv Vaid discuss the vital role that fixed income investors can play in accelerating the shift to a net-zero world by...

Fidelity International 15th Jun 2022

Big brands need to clean up on plastics: find out how Fidelity is pressing consumer companies to deliver real world solutions to one of the planet’s biggest challenges.

Fidelity International 13th Jun 2022

James Bird, National Development Associate Director, and Paul Nash, Investment Director, discuss the Fidelity Sustainable Multi Asset fund range. Listen to benefit from Paul’s insight into the range’s...

Fidelity International 30th May 2022

James Bird, National Development Associate Director, and Paul Nash, Investment Director, provide an overview of the Multi Asset Open range. Watch this short video to benefit from Paul’s insight into t...

Fidelity International 24th May 2022

The Russia-Ukraine war is set to dramatically redefine the global order (or the Grand Chessboard*), both economically and geopolitically. In the near-term, the trade and financial shocks from the conf...

Fidelity International 18th May 2022

Fidelity’s investment team discuss how they are evolving and enhancing their sustainability research and ratings. Find out how they are moving away from solely using ESG as a risk management tool, wit...

Fidelity International 17th May 2022

Our latest Analyst Survey points to a new message coming from a substantial group of global companies: Russia may be un-investable for years to come and many will not do business with Putin’s regime a...

Fidelity International 16th May 2022

Our Global Macro Team give their take on the US Federal Reserve’s first 50bps interest rate hike since 2000. Despite this seemingly hawkish move, they discuss why the Fed could end up delivering less...

Fidelity International 16th May 2022

In the last 10 years digital assets have evolved into a wide taxonomy of applications, including cryptocurrencies, and investors across the globe are starting to take notice. Read our guide to find ou...

Fidelity International 16th May 2022

Value stocks and sectors have rallied sharply over recent times, driven by shifting expectations for inflation and monetary policy. Fidelity’s value-focused portfolio managers discuss what lies ahead...

Fidelity International 6th May 2022

Fidelity Global Special Situations portfolio manager Jeremy Podger identifies 10 trends that are set to influence returns over the next decade and discusses what this means for stock selection and por...

Fidelity International 22nd Apr 2022

Aditya Shivram, Portfolio Manager of the Fidelity Sustainable Global Equity Income Fund introduces the fund’s investment approach and shares why he believes a focus on sustainability is highl...

Fidelity International 11th Apr 2022

Russia’s war in Ukraine has raised complex sustainability and ethical issues for companies and investors. Jenn-Hui Tan, Fidelity’s Global Head of Stewardship and Sustainable Investing, examines some o...

Fidelity International 7th Apr 2022

Russia’s war in Ukraine has raised complex sustainability and ethical issues for companies and investors alike. Jenn-Hui Tan, Fidelity’s Global Head of Stewardship and Sustainable Investing, examines...

Fidelity International 6th Apr 2022

As the appalling human cost of the war in Ukraine continues to grow, the knock-on economic effects are also being felt. With this in mind, we recently surveyed our team of analysts to gain an insight...

Fidelity International 29th Mar 2022

A combination of central bank policy tightening and the tragic events in Ukraine have driven broad-based weakness across rates and credit markets in the opening weeks of 2022. Fidelity Strategic Bond...

Fidelity International 29th Mar 2022

Fidelity Sustainable Asia Equity Fund managers Dhananjay Phadnis and Flora Wang highlight how portfolio positioning is evolving in the current environment and how deep levels of corporate engagement i...

Fidelity International 14th Mar 2022

Consumers increasingly identify with what a product stands for and what it communicates to others. Aneta Wynimko, Portfolio Manager of the Fidelity Sustainable Consumer Brands Fund, discusses how comp...

Fidelity International 14th Mar 2022

Investors have a vital role to play in accelerating the shift to a net zero world by 2050. Our portfolio managers across asset classes discuss why we must support the adoption of solutions that provid...

Fidelity International 14th Mar 2022

The world is changing rapidly, with three key demographic trends at play: we are living longer lives; we are living better lives; and there are more lives on the planet than ever before. We deep dive...

Fidelity International 14th Mar 2022

Investors have a vital role to play in accelerating the shift to a net zero world by 2050. Our portfolio managers across asset classes discuss why we must support the adoption of solutions that provid...

Fidelity International 14th Mar 2022

As interest in thematic investing continues to grow, Global Head of Investment Research Ned Salter introduces Fidelity’s capabilities in this area, outlining how we identify themes where high levels o...

Fidelity International 14th Mar 2022

Analysts report a growing emphasis on ESG among companies around the world.

Fidelity International 14th Mar 2022

Fidelity’s Global CIO Andrew McCaffery and other senior members of the investment team discuss the options for investors looking to build resilience into their portfolios.

Fidelity International 10th Mar 2022

With rates on the rise and volatility alive and well, Fidelity Strategic Bond Fund co-portfolio manager Tim Foster assesses the impact of the recent hawkish pivot on bond markets. He discusses why the...

Fidelity International 21st Feb 2022

A tempestuous start to the year for markets, driven by inflation and geopolitical worries, shouldn’t obscure what Fidelity analysts on balance expect to be the central theme of the next 12 months: the...

Fidelity International 21st Feb 2022

The buzz around the “metaverse” has gone into overdrive as the technology that could make it a (virtual) reality draws closer and internet giants make big bets on its success. But is it all it’s crack...

Fidelity International 21st Feb 2022

Portfolio manager Eugene Philalithis shares a portfolio update and his latest market observations on high yield and equities, as well as his insight into the portfolio’s investments into alternatives.

Fidelity International 21st Feb 2022

Fidelity’s fixed income investment team explores the critical role that fixed income investors can play in decarbonising the global economy and mitigating the impact of climate change.

Fidelity International 10th Feb 2022

Jamie Harvey, Portfolio Manager of the recently repurposed Fidelity Sustainable Global Equity Fund shares why he believes that companies addressing the world’s greatest environmental and social challe...

Fidelity International 1st Feb 2022

Shifting narratives from central banks - coupled with strong inflationary pressures - has had a significant impact on investor sentiment over recent weeks. Global Head of Macro & SAA Salman Ahmed outl...

Fidelity International 1st Feb 2022

Recent market movements suggest that a regime change is underway. Toby Gibb, Global Head of Investment Directing - Equities, reviews the shift away from those areas that have benefited most from a low...

Fidelity International 31st Jan 2022

As people around the world get ready to celebrate the Chinese New Year, Fidelity China Special Situations PLC’s Dale Nicholls considers whether better times for investors in China’s equity markets. In...

Fidelity International 30th Jan 2022

Jamie Harvey, portfolio manager of the Fidelity Sustainable Global Equity Fund, highlights the growing opportunities in under-appreciated ESG stocks that offer significantly higher quality and growth...

Fidelity International 27th Jan 2022

Navigating the ESG “bubble”: Jamie Harvey, portfolio manager of the Fidelity Sustainable Global Equity Fund, highlights the growing opportunities in under-appreciated ESG stocks that offer significant...

Fidelity International 24th Jan 2022

2021 brought the recovery many had hoped for. Economies and business reopened, but no one could describe it as getting back to normal amid rocketing energy prices, high debt levels, and past-the-peak...

Fidelity International 14th Dec 2021

As we head towards 2022, Jenn-Hui Tan, Fidelity’s Global Head of Stewardship & Sustainable Investing, highlights three key themes that will be commanding our attention.

Fidelity International 14th Dec 2021

Watch our short video with CEO Anne Richards and Global CIO Andrew McCaffery as they take a closer look at the risks and opportunities that are set to arise in the year ahead.

Fidelity International 13th Dec 2021

Our locally-based team discuss how sustainability practices are evolving across Asia and highlight how investors can benefit by partnering with companies on this journey.

Fidelity International 12th Dec 2021

As we head into 2022, Fidelity’s Global Head of Stewardship and Sustainable Investing Jenn-Hui Tan highlights three big themes coming into greater focus: deforestation, the just transition and double...

Fidelity International 6th Dec 2021

Fidelity CEO Anne Richards and Global CIO Andrew McCaffery take a closer look at what investors can expect in 2022 and discuss the challenges and opportunities that might arise over the coming year.

Fidelity International 24th Nov 2021

Biodiversity is being lost at an alarming rate, particularly in Latin America due to deforestation and climate change. With paper and pulp production one the major encroachments into natural habits, f...

Fidelity International 15th Nov 2021

The Bank of England surprised markets by keeping rates unchanged at its latest policy meeting. However, with rate rises likely to happen soon, Fidelity MoneyBuilder Income Fund portfolio managers Saji...

Fidelity International 15th Nov 2021

The unusual nature of the Covid-19 economic recovery and the resultant policy response has led to broad-based inflationary pressures. Against this backdrop, our Global Macro Team give our take on one...

Fidelity International 15th Nov 2021

Fidelity Analysts and Brazilian paper manufacturer Suzano discuss the steps they’re taking to improve biodiversity and the role active investors can play in pushing companies to become more sustainabl...

Fidelity International 12th Nov 2021

Green sovereign debt issuance is on the rise and could dramatically improve liquidity and standards across the green bond market as a whole. Fidelity International assesses both the promise and the pi...

Fidelity International 8th Nov 2021

Against a backdrop of broad-based inflationary pressures, Fidelity International’s Global Macro Team assess whether the current price surge will prove transitory or persistent and how will this shape...

Fidelity International 4th Nov 2021

As media headlines focus on China’s evolving regulatory environment, Fidelity’s investment team takes a step back and focuses on the opportunity set across the broader region.

Fidelity International 29th Oct 2021

Alex Wright, portfolio manager of Fidelity Special Situations & Fidelity Special Values PLC, outlines why he remains excited by the opportunities on offer in the UK, despite recent market volatility.

Fidelity International 21st Oct 2021

Companies face a mix of transitory and structural inflationary pressures, according to Fidelity International’s latest analyst survey, which highlights the few sectors where inflation could be set to...

Fidelity International 14th Oct 2021

Fidelity’s Ned Salter, Global Head of Investment Research, alongside various analysts, explain what engagement really means to us and what ESG and sustainability engagement with investee companies loo...

Fidelity International 11th Oct 2021

A sustainable future demands real engagement, working with policy makers and industry groups to bring about positive change. But what does that really look like in practice?

Fidelity International 6th Oct 2021

As Evergrande has sunk deeper into debt, investors have been rattled by fears of potential contagion. Fidelity’s locally-based investment team considers the implications for fixed income investors in...

Fidelity International 30th Sep 2021

Fidelity’s latest Analyst Survey suggests that the outlook for margins is moderating, although earnings estimates for next year remain healthy.

Fidelity International 23rd Sep 2021

How a Brazilian paper and pulp maker recently launched the first ‘transition’ bond with specific rewilding targets prompted us to talk to another pulp maker about its activities.

Fidelity International 22nd Sep 2021

Fidelity International portfolio managers Sajiv Vaid and Kris Atkinson discuss why fixed income investors should be cautious.

Fidelity International 16th Sep 2021

Methane can be a more threatening pollutant than carbon dioxide when it comes to the greenhouse gases behind global warming. Our portfolio managers and analysts discuss a number of pioneering new meth...

Fidelity International 3rd Sep 2021

The rapid growth in e-commerce has been accelerated by the Covid-19 pandemic, with significant knock-on implications in terms of fuel emissions and packaging waste. Against this backdrop, Fidelity has...

Fidelity International 3rd Sep 2021

Asian equities have tumbled in recent times, driven by notable weakness in China’s markets amid heightened regulatory tightening. Fidelity Asia Fund portfolio manager Teera Chanpongsang reviews the ev...

Fidelity International 3rd Sep 2021

Sam Morse and Marcel Stötzel, portfolio managers of the Fidelity European Fund and Fidelity European Trust PLC, review the outlook for continental European equity markets. Following a period of strong...

Fidelity International 3rd Sep 2021

Demand for plastic is still growing, says Velislava Dimitrova and Cornelia Furse, Portfolio Managers on the Fidelity Sustainable Water & Waste fund, but solutions are emerging to minimise its environm...

Fidelity International 11th Aug 2021

The value rally has faltered following hawkish comments from the US Fed about future policy. But with the economic prospects for the US still strong, Matthew Quaife, Head of Multi Asset Investment Man...

Fidelity International 10th Aug 2021

A harsher-than-expected overhaul of China’s education sector has hit investor sentiment. While some see this as part of a broader regulatory clampdown, we think these concerns are overdone. Asia Pacif...

Fidelity International 10th Aug 2021

Following the publication of our Sustainable Investing and CSR 2021 Reports, Anne Richards discusses why sustainability factors must continue to move up the corporate agenda. She outlines how we are a...

Fidelity International 10th Aug 2021

You may be familiar with Fidelity's Analyst Survey, which over the years has accurately predicted trends in the business world from the bottom-up. The survey has become a powerful tool in its own righ...

Fidelity International 29th Jun 2021

Optimism around electric vehicles is on the rise as governments around the world make decarbonisation central to their strategies. Against this backdrop, China’s burgeoning electric vehicle (EV) marke...

Fidelity International 29th Jun 2021

The latest US Federal Reserve meeting was more hawkish than many market participants anticipated, with two rate hikes now expected in 2023. Global Head of Macro & Strategic Asset Allocation Salman Ahm...

Fidelity International 29th Jun 2021

As investors focus more on sustainable investing, some companies are tempted to oversell their ESG credentials. To get a truer picture, we discuss why corporates and investors must adopt a consistent...

Fidelity International 29th Jun 2021

Three of our equity analysts, Alex Laing, Lulu Xiong and Karens Muljadi share some highlights from the ESG Analyst Survey 2021. They explain how companies are changing and adapting as we travel toward...

Fidelity International 29th Jun 2021

Fidelity International's first ESG-focused Analyst Survey reveals our analysts believe the opportunities to be had from the decarbonisation megatrend now outweigh the risks. The report sheds light on...

Fidelity International 21st Jun 2021

Fidelity Strategic Bond Fund portfolio manager Claudio Ferrarese outlines why fixed income investors shouldn’t be overly concerned about the reflation narrative. He also outlines how the portfolio is...

Fidelity International 17th Jun 2021

With US inflation climbing at the fastest pace since 2008, our latest monthly analyst survey shines a light on what our research team are seeing through their daily interactions with companies. We dis...

Fidelity International 17th Jun 2021

The way we currently consume plastic is environmentally unsustainable and needs to change. With the circular packaging solutions market set to boom, Fidelity Sustainable Water & Waste Fund Managers Ve...

Fidelity International 17th Jun 2021

Last year, as the Covid-19 crisis deepened, we first sounded the alarm of hundreds of thousands of forgotten maritime workers stranded at sea. One year on and the number stranded has halved to 200,000...

Fidelity International 1st Jun 2021

Fidelity Emerging Markets Fund portfolio manager Nick Price provides an update on the fund and discusses his outlook for the asset class. He outlines where we are seeing opportunities in anticipation...

Fidelity International 31st May 2021

April gave us fresh highs in equity markets, and there is justification for it. Economic and corporate earnings data are indicating that we could be in moving into a global economic boom.

Fidelity International 30th May 2021

Sam Morse and Marcel Stötzel, portfolio managers of the Fidelity European Fund and Fidelity European Trust PLC, outline why they maintain a positive outlook for regional equities. In particular, they...

Fidelity International 14th May 2021

Discover the value of engagement and how active ownership can drive positive change and benefit both shareholders and stakeholders. Here, portfolio managers Vincent Durel and Aela Cozic outline the ma...

Fidelity International 14th May 2021

Led by the US Federal Reserve, talk of central bank tapering has been increasing over recent weeks. So how should fixed income holders approach this environment? We look at why it need not be all doom...

Fidelity International 13th May 2021

Our team shine a light on the rise of sustainable investing in Asia. As sustainability factors become an increasingly important driver of returns, we provide some real-life examples of how practices a...

Fidelity International 12th May 2021

We are facing a climate emergency that demands collective action. CEO Anne Richards discusses the important role that central banks need to play in helping the transition towards a low-carbon world. S...

Fidelity International 27th Apr 2021

Alex Wright, portfolio manager of the Fidelity Special Situations Fund and Fidelity Special Values PLC, outlines why the recent rally in UK value stocks and sectors could be just the start of a sustai...

Fidelity International 26th Apr 2021

As we move through the second quarter of the year, the global recovery continues apace, although volatility and ‘mini tantrums’ are testing central bank credibility. Against this backdrop, our Global...

Fidelity International 23rd Apr 2021

As the most heavily polluting fossil fuel, coal should have no future in the global energy mix. Through active engagement, which is the cornerstone of our sustainable investment strategy and a crucial...

Fidelity International 13th Apr 2021

Each year we survey our analyst team across the globe to take the pulse of the corporate landscape. Unlike many other top-down macro surveys, the research starts at the bottom-up, aggregating individu...

Fidelity International 31st Mar 2021

Active engagement is at the heart of our approach to sustainable investing. We believe it is the most effective way to influence corporate behaviour, build a more sustainable future and, ultimately...

Fidelity International 31st Mar 2021

Paras Anand, CIO of Asset Management, Asia Pacific sets out the case for why growth opportunities in post-pandemic Asia are positioned to propel a long-term boom in equity capital markets. The region...

Fidelity International 31st Mar 2021

Stay informed of our latest views on the outlook for global markets and the key factors and themes that are influencing our portfolio positioning.

Fidelity International 31st Mar 2021

These funds are built on our core approach to sustainable investing, with an enhanced sustainable investing framework based on three pillars in order to deliver outcomes with a specific focus on su...

Fidelity International 31st Mar 2021

Focused on long-term sustainable outcomes, our approach to sustainable investing is based on three key pillars: corporate engagement, collaboration and integrated sustainability analysis. Watch our sh...

Fidelity International 31st Mar 2021

Our fixed income investment team debate the outlook and opportunities across emerging markets and specifically China. While 2020 was certainly an eventful year, with aggregate valuations relatively at...

Fidelity International 29th Mar 2021

The Covid-19 pandemic has accelerated numerous pre-existing macroeconomic trends, including a dramatic rise in global debt. Our global macro and strategic asset allocation team examines the primary dr...

Fidelity International 28th Mar 2021

In recent weeks, Google search trends for the phrase “stock market bubble” have reached record levels. Fidelity Global Special Situations Fund Portfolio Manager Jeremy Podger shares his...

Fidelity International 19th Mar 2021

Our annual Analyst Survey canvases Fidelity’s 140 sector experts globally for a detailed picture of how they expect to see their companies perform in the coming year. Fidelity’s Global Head of Researc...

Fidelity International 19th Mar 2021

European companies are leading the way to net zero, according to our global survey of Fidelity International analysts. But with sustainability continuing to climb the agenda in North America and elsew...

Fidelity International 18th Mar 2021

Chinese equities have been caught in the storm of the reflation trade, with rising US real rates putting pressure on equity market valuations. While this dynamic may continue in the near-term, we outl...

Fidelity International 17th Mar 2021

As Google search trends for “stock market bubble” reach record levels, Fidelity Global Special Situations Fund Portfolio Manager Jeremy Podger examines the current state of markets

Fidelity International 12th Mar 2021

As we move into the recovery phase of the pandemic, Fidelity Global Focus Fund Manager Amit Lodha examines the strong linear relationship between companies with a high ESG rating and their valuation m...

Fidelity International 15th Feb 2021

Our health care analyst discusses the wide-ranging approaches taken by countries across the globe to vaccinate their populations and what that might mean for a global recovery - in health and in wealt...

Fidelity International 15th Feb 2021

Discover the value of engagement and how active ownership can drive positive change and benefit both shareholders and stakeholders. In the first of our 2021 quarterly series, we outline our current ke...

Fidelity International 15th Feb 2021

Fidelity’s Global Head of Investment Research, Ned Salter is joined by analysts Juliet Pursaill and Federico Wynne, where they discuss the sentiment shifts they're seeing across their respective secto...

Fidelity International 15th Feb 2021

Fidelity Global Dividend Fund portfolio manager Dan Roberts sets out the case for focusing on quality and sustainable businesses in 2021 to produce resilient and growing income streams. He also discus...

Fidelity International 14th Jan 2021

Consumer behaviour patterns are shifting online globally and nowhere is this more pervasive than in China. Hyomi Jie, portfolio manager of the Fidelity China Consumer Fund, discusses how the digitisat...

Fidelity International 14th Jan 2021

The opening days of the new year have already seen some significant events on the political front, both at home and overseas. Keep up-to-date with our latest views on the Brexit agreement and the US S...

Fidelity International 14th Jan 2021

Discover the latest thinking from our investment team as our CIOs and portfolio managers discuss the big factors and themes that will drive returns across the world’s major asset classes in 2021.

Fidelity International 16th Dec 2020

The gap between value stocks and growth stocks has never been bigger. However, we have recently seen some temporary rotations into value as markets were cheered by vaccine breakthroughs - seen as a vi...

Fidelity International 16th Dec 2020

When it comes to China, some may picture a freewheeling market that is dominated by retail investors. But as foreign participation increases, we are seeing more focus on stewardship and engagement. We...

Fidelity International 16th Dec 2020

Fixed income portfolio managers Sajiv Vaid and Kris Atkinson outline why they believe sterling investment grade still sits in the sweet spot for income-seekers. However, with the broader market no lon...

Fidelity International 16th Dec 2020

2020 has been a year like no other. The global economy was upended and the fastest bear market in history has been followed by a remarkable recovery. So how should investors think about approaching th...

Fidelity International 2nd Dec 2020

Portfolio manager Alex Wright takes a more optimistic view for UK equities in 2021 due to recently announced vaccine breakthroughs and a potential resolution to Brexit talks. Against this backdrop, he...

Fidelity International 2nd Dec 2020

CEO Anne Richards, Global CIO Andrew McCaffery and Global Head of Macro & SAA Salman Ahmed discuss the key macro issues facing the world in 2021. Who is best positioned to seize the new reality?

Fidelity International 2nd Dec 2020

Paras Anand, CIO for Asia Pacific discusses the three key areas he believes investors should focus on over the coming year when hunting for opportunities across the region.

Fidelity International 2nd Dec 2020

Historians may look back on 2020 not only as the year of the Covid-19 pandemic, but also as the year in which Asian economic leadership came to the fore. Paras Anand, CIO Asset Management Asia Pacific...

Fidelity International 2nd Dec 2020

We held our Investing in a sustainable future virtual event last week where Fidelity and external experts discussed the rise of sustainable investing and the implications for policymakers, companies a...

Fidelity International 20th Nov 2020

Joe Biden has been announced as the winner of a hotly contested US presidential election with the outcome of the Senate to be known in January. Here, a selection of our equity portfolio managers acros...

Fidelity International 20th Nov 2020

Hear how Fidelity portfolio managers work with companies around the world to improve practices and investment outcomes.

Fidelity International 20th Nov 2020

How can investors, policymakers and companies create a sustainable model for capitalism that serves stakeholders as well as shareholders?

Fidelity International 20th Nov 2020

Portfolio manager Jeremy Podger tackles two key issues facing markets; is the tech sector once again in bubble territory and has Covid-19 hastened a paradigm shift in governments' economic management?...

Fidelity International 3rd Nov 2020

Over five years on from taking over Fidelity MoneyBuilder Income, co-portfolio manager Sajiv Vaid reflects on a remarkable period for domestic investors. He also looks ahead and outlines five key them...

Fidelity International 3rd Nov 2020

Our regular survey of Fidelity’s analysts across the globe provides a unique bottom-up insight into corporate sentiment and the health of the global economy. This month's findings reveal that sentimen...

Fidelity International 3rd Nov 2020

V, W or L? Market participants have assigned various letters to the potential shape of the economic recovery from Covid-19. Here, Romain Boscher, Global CIO for Equities, makes the case for a two-spee...

Fidelity International 14th Oct 2020

In the second of a two-part series, Fidelity Global Focus Fund Manager Amit Lodha discusses the potentially disruptive forces of blockchain and digital currencies. He outlines why this is an important...

Fidelity International 14th Oct 2020

25 years on from launch, our investment team take a trip down memory lane and discuss how and why the Fidelity MoneyBuilder Income Fund has successfully stood the test of time

Fidelity International 13th Oct 2020

Fidelity China Special Situations PLC manager Dale Nicholls debates the role of China in the new global economic order. Guest speakers Dr Keyu Jin from the LSE and Fan Bao, Chairman and CEO of investm...

Fidelity International 12th Oct 2020

Fidelity’s Flora Wang, a director in our sustainable investing team, alongside Fidelity analysts review how sustainability factors are moving up the corporate agenda in Asia and outline how we engage...

Fidelity International 8th Oct 2020

Fidelity’s Head of Equities, Ned Salter, technology analyst Tina Tian and healthcare analyst Yuanlin Lang discuss China’s drive to tech self-sufficiency and the opportunities that this is creating acr...

Fidelity International 6th Oct 2020

Paras Anand, CIO, Asia Pacific believes this is a pivotal moment for Asia as it moves from resilience to recovery and signals the growing role it will play going forward - both in the global economy a...

Fidelity International 2nd Oct 2020

Fidelity’s Jenn-Hui Tan, Global Head of Stewardship & Sustainable Investing, alongside other Fidelity experts discuss the latest developments in Asia’s capital markets and what are the implications fo...

Fidelity International 2nd Oct 2020

Global CIOs Andrew McCaffery and Romain Boscher discuss how economies and companies are emerging from the pandemic and the implications for markets. While there are growing signs of optimism, markets...

Fidelity International 22nd Sep 2020

Across Asia, we are continuing to see a broad-based economic recovery, with China clearly leading the pack. Investment Director Catherine Yeung discusses how this is feeding through to recent consensu...

Fidelity International 21st Sep 2020

Six months on from the acute onset of Covid-19, markets seem caught in a tug of war between positive and negative developments. Fidelity UK Select Fund Manager Aruna Karunathilake discusses how he’s d...

Fidelity International 20th Sep 2020

Our analysts are seeing an increasing number of companies globally stepping-up preparations for another virus outbreak. Find out the areas that appear well positioned to weather a second wave, as well...

Fidelity International 1st Sep 2020

Covid-19 caused huge stress in global credit markets, but an unprecedented policy response has so far kept defaults under control. We assess whether policymakers can continue to meet high investor exp...

Fidelity International 1st Sep 2020

The US decision to ban TikTok, an app owned by Chinese firm ByteDance, unless it is sold to an American firm is the latest development in US-China tensions. While ByteDance can thrive with or without...

Fidelity International 1st Sep 2020

The connectivity enabled by the top seven ‘super platforms’ of Facebook, Google, Amazon, Apple, Microsoft, Tencent and Alibaba is unprecedented in human history. Portfolio managers Jon Guinness and Su...

Fidelity International 17th Aug 2020

Global CIOs Andrew McCaffery and Steve Ellis discuss the impact that the policy response to Covid-19 is having on fixed income markets. As we move through recovery, will policymakers continue to meet...

Fidelity International 14th Aug 2020

Journey into Asia’s evolving investment landscape as we look beyond the local powerhouse brands to reveal where Asia’s next generation of winners are emerging.

Fidelity International 7th Aug 2020

The extraordinary monetary and fiscal measures taken by policymakers to counter the worst economic effects of the virus encouraged an element of animal spirits - particularly among retail investors. B...

Fidelity International 6th Aug 2020

At this time of the year, Chinese tourists would typically be seen visiting and spending across a number of global destinations. But with most overseas travel off-limits, Fidelity China Consumer Fund...

Fidelity International 6th Aug 2020

Virtual event series: Join our locally-based investment team as they debate the outlook for Asia in a post-Covid-19 world. As the global economy slowly gets back on its feet, we will reveal how the la...

Fidelity International 6th Aug 2020

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

Fidelity International 6th Aug 2020

With a more uncertain outlook for valuations and growth, the Fidelity Global Dividend Fund aims to deliver an attractive dividend-based total return with an emphasis on capital preservation.

Fidelity International 5th Aug 2020

Fidelity’s Global Health Care team reveal their latest thinking on the trajectory of Covid-19 and the implications for investors. They also look ahead to the US elections and the impact of increasing...

Fidelity International 23rd Jul 2020

Fidelity Analysts explore recent developments in connectivity, including the roll out of 5G across the globe, China’s innovation push to tech self-sufficiency and how global connectivity trends have s...

Fidelity International 23rd Jul 2020

Consumption habits have been fundamentally altered by the lockdowns we’ve seen imposed globally. Fidelity experts discuss the winners and losers, with a particular focus on the US and China - the worl...

Fidelity International 23rd Jul 2020

As the economic and social impact of Covid-19 continues to play out, new long-term trends will set the world on a unique course. Wen-Wen Lindroth, Fidelity’s Lead Cross-Asset Strategist discusses what...

Fidelity International 9th Jul 2020

Speakers Professor Linda Yueh, Economist and Director of Fidelity China Special Situations plc and Dr Andrew Sentance, former Bank of England MPC member - debate the key macro themes set to influence...

Fidelity International 9th Jul 2020

It wasn’t long ago that China was regarded as an imitator rather than an innovator. Fidelity Head of Asset Management, Asia Pacific, Paras Anand shares his insight into why this now isn’t the case.

Fidelity International 3rd Jun 2020

With Andrew McCaffery, Global CIO, Asset Management, and Henk-Jan Rikkerink, Global Head of Solutions and Multi Asset.

Fidelity International 3rd Jun 2020

Fidelity Special Situations Fund and Special Values PLC portfolio Alex Wright on his outlook for UK equities.

Fidelity International 3rd Jun 2020

Anthony Srom, portfolio manager of the Fidelity Asia Pacific Opportunities Fund share his latest insight and portfolio positioning.

Fidelity International 3rd Jun 2020

While the response from global central banks has helped to stabilise markets, the sheer size of the intervention could be storing up problems for the future. Fidelity CIOs Andrew McCaffery and Steve E...

Fidelity International 27th May 2020

Jeremy Podger, portfolio manager of Fidelity Global Special Situations Fund, explains why as time has gone on, he believes it’s clear that the length and duration of consolidation in the Western world...

Fidelity International 27th May 2020

As we move into a phase where solvency becomes the priority, Fidelity CIOs Andrew McCaffery and Romain Boscher assess the different shapes of company recoveries and why investors need to become more d...

Fidelity International 15th May 2020

Fidelity co-portfolio managers Sajiv Vaid and Kris Atkinson discuss the outlook and opportunities across domestic fixed income markets.

Fidelity International 15th May 2020

Fidelity portfolio manager Eric Wong discusses the outlook and opportunities for the Fidelity Emerging Market Debt Fund.

Fidelity International 15th May 2020

Fidelity’s Andrew McCaffery, Global CIO Asset Management, and Henk-Jan Rikkerink, Global Head of Solutions and Multi Asset, discuss the risks and trade-offs that income investors need to consider movi...

Fidelity International 12th May 2020

Fidelity Asia Fund manager Teera Chanpongsang talks us through how Asian businesses have adapted to the pandemic, the potential for increased US-China trade tensions and his latest portfolio positioni...

Fidelity International 12th May 2020

Fidelity portfolio manager Hyomi Jie discusses the outlook and opportunities for the Fidelity China Consumer Fund.

Fidelity International 6th May 2020

Fidelity portfolio manager Chris Forgan discusses the outlook and opportunities for the Fidelity Multi Asset Open range.

Fidelity International 6th May 2020

Fidelity’s Andrew McCaffery, Global CIO, Asset Management, and Ned Salter, Head of Equities, assess recent market movement and outline why the focus on sustainability issues will continue to grow as w...

Fidelity International 30th Apr 2020

Fidelity Global Dividend Fund manager Dan Roberts talks us through his portfolio positioning and discusses the risk of dividend cuts, as well as the outlook for global equity income.

Fidelity International 29th Apr 2020

In this update, Fidelity Asia Pacific Opportunities Fund manager Anthony Srom explains why he maintains a multi-year time horizon to find interesting ideas in periods of indiscriminate selling.

Fidelity International 23rd Apr 2020

Jeremy Podger, portfolio manager of the Fidelity Global Special Situations Fund, provides a longer-term outlook for global equities and shares why he thinks China provides some indicators as to what w...

Fidelity International 23rd Apr 2020

In this video, portfolio manager Dale Nicholls looks back over the last 10 years and explains why he believes the long-term investment case remains as strong as ever.

Fidelity International 20th Apr 2020

Andrew McCaffery, Fidelity’s Global CIO, and Anna Stupnytska, Head of Global Macro and Investment Strategy, outline the possible economic scenarios from here and discuss their views on what the recove...

Fidelity International 16th Apr 2020

Fidelity CIOs Andrew McCaffery and Romain Boscher discuss how the COVID-19 crisis is changing not only how investors think about companies, valuations and portfolio construction, but also the nature o...

Fidelity International 3rd Apr 2020

To help you through these uncertain times, Fidelity Global Dividend Fund Manager Dan Roberts discusses recent portfolio activity and what the economic slowdown could mean for corporate dividends going...

Fidelity International 27th Mar 2020

Fidelity China Consumer portfolio managers Hyomi Jie and Raymond Ma discuss the impact of Coronavirus on consumption trends in the region. They outline the near-term opportunities and potential threat...

Fidelity International 9th Mar 2020

With the world becoming wealthier, the demand for water intensive goods and services is growing. For investors, there has never been a more pressing time to look at companies who are generating the so...

Fidelity International 17th Feb 2020

Fidelity Multi Asset Income range manager, Eugene Philalithis discusses why he's looking to Asia for yield and why he's pressing pause on de-risking, at least for now.

Fidelity International 17th Feb 2020

Meet Chris Forgan and Charlotte Harington who are managing the Fidelity Multi Asset Open fund range. They talk through their investment approach and outlook on asset classes for the year ahead.

Fidelity International 3rd Jan 2020

Jeremy Podger, Fidelity Global Special Situations Fund portfolio manager, believes 2020 has the potential to be a good year for equities, supported by a pick-up in earnings growth and accommodative po...

Fidelity International 9th Dec 2019

Romain Boscher, Global CIO Equities, looks past the political noise and focuses on what matters most for equity investors - earnings growth. After a lacklustre 2019, he discusses why 2020 could see a...

Fidelity International 9th Dec 2019

Yields on traditional income-generating assets are very low and many investors have moved up the risk spectrum to earn higher yields. But looking to the year ahead, Eugene Philalithis explains why the...

Fidelity International 9th Dec 2019

Looking to 2020, Eugene Philalithis explains why Fidelity’s Multi Asset Income team remain focused on the fundamentals of income investing, with an acute focus on balancing risk and reward.

Fidelity International 9th Dec 2019

After a remarkable set of total returns in 2019, how should credit investors frame their expectations for 2020? Peter Khan, manager of the Fidelity Extra Income & Global High Yield Funds highlights th...

Fidelity International 9th Dec 2019

Against an ever-changing macro backdrop, we believe that a synchronised wave of dovish central bank policy and confident consumers should be enough to prevent a global recession - for now. The earning...

Fidelity International 9th Dec 2019

Asia has typically been viewed as an investment destination for those seeking capital growth with relatively high levels of volatility.

Fidelity International 20th Nov 2019

What's the Fidelity difference when it comes to multi asset investing? Find out what drives our team and how we work together to help deliver the best outcomes for your clients.

Fidelity International 8th Nov 2019

Eugene Philalithis, portfolio manager of the Fidelity Multi Asset Income range looks at why Asia is proving a rich hunting ground for income opportunities.

Fidelity International 8th Nov 2019

The amount of negative yielding debt globally has exploded in recent years and now stands at around US$15 trillion. Romain Boscher, Global CIO, Equities, outlines why we shouldn’t be complacent to thi...

Fidelity International 5th Nov 2019

As we begin the final quarter of 2019, volatility has seen a marked increase relative to the first half of the year. Against this backdrop of volatility and negative yields encouraging investors to se...

Fidelity International 5th Nov 2019

Alex Wright, Portfolio Manager of the Fidelity Special Values PLC explains how the trusts consistent and disciplined investment approach has outperformed the FTSE All Share Index since its launch 25 y...

Fidelity International 5th Nov 2019

While disruption by the technology sector has of course been a global phenomenon, Fidelity China Special Situations PLC portfolio manager Dale Nicholls highlights how China stands apart due to the she...

Fidelity International 5th Nov 2019

September’s attack on a production facility in Saudi Arabia resulted in the price of oil spiking nearly 20% - the largest one-day price move since the Iraqi invitation of Kuwait back in 1990. We asses...

Fidelity International 5th Nov 2019

Bending, not breaking - Fidelity’s outlook for the global economy, equities, fixed income, multi asset and real estate.

Fidelity International 5th Nov 2019

Our Asia content series dissects the region’s evolving investment landscape and looks beyond the local powerhouse brands to reveal where Asia’s next generation of winners are emerging.

Fidelity International 5th Nov 2019

Hyomi Jie, portfolio manager of the Fidelity China Consumer Fund, compares China’s traditional wet markets to ultra-modern supermarket grocery deliveries and examines the perceptions of customers usin...

Fidelity International 21st Oct 2019

Fidelity China Consumer Fund portfolio manager Hyomi Jie investigates how the trend towards premiumisation is creating new opportunities among local companies in China.

Fidelity International 16th Oct 2019

Asian companies have historically lagged their European counterparts when it comes to environmental, social and governance considerations. With ever increasing flows of international capital, companie...

Fidelity International 18th Sep 2019

Help your clients to understand the fundamentals of alternative investments and the diversification role they play in a portfolio with our short infographic video.

Fidelity International 17th Sep 2019

Need help to articulate what multi asset investing is to your clients? Help your clients to grasp the fundamentals and benefits of multi asset investing with our short infographic video.

Fidelity International 17th Sep 2019

Dale Nicholls, portfolio manager of the Fidelity China Special Situations PLC, provides his insight into the growing emphasis from Chinese companies on ESG and explains how he evaluates the governance...

Fidelity International 17th Sep 2019

Listen to the call with the Fidelity International Asia-based investment team. Hear from portfolio managers Dhananjay Phadnis, Fidelity Emerging Asia Fund, and Hyomi Jie, Fidelity China Consumer Fund...

Fidelity International 17th Sep 2019

While aggregate valuations in the UK look attractive on a number of metrics, this picture masks some significant stylistic and sectoral differences. As UK investors seek comfort in steady growth stock...

Fidelity International 17th Sep 2019

With over half of the world’s population, ongoing urbanisation and a rapidly growing middle class, Asia already powers around a large chunk of the global economy at purchasing power parity. The facts,...

Fidelity International 16th Sep 2019

Against an evolving backdrop of politics in the West, large Asian economies are pressing on with progressive reforms and its companies are maturing into market leaders. Should we now look to Asia for...

Fidelity International 4th Sep 2019

The primary question facing investors today is whether we will see a resolution to the tension between strong global equity markets and rallying bond markets. A muted outlook for growth, which we are...

Fidelity International 3rd Sep 2019

Sterling has been on a one-way downward trend since 2016 as the political environment in the UK has become increasingly uncertain. We analyse some of the key local and global drivers to determine what...

Fidelity International 3rd Sep 2019

Against an evolving backdrop of politics in the West, large Asian economies are pressing on with progressive reforms and its companies are maturing into market leaders. Should we now look to Asia for...

Fidelity International 3rd Sep 2019

From Thatcher to Blair, it is no coincidence that through history moments of political change have brought with them new economic thinking in the UK. With low rates and weak growth, Leigh Himsworth ou...

Fidelity International 11th Jul 2019

Eugene Philalithis discusses how he took full advantage of the flexibility within the Multi Asset Income range to favour opportunities across Asia in Q1.

Fidelity International 4th Jul 2019