Balanced by design: the banking AI play
Christine Baalham and Tom Record, portfolio managers of Fidelity World and Global Special Situations, explore the use of AI in banking.
Fidelity International 20th Feb 2026
Rebuilding equity diversification: Four levers, one risk budget
In this paper on equity diversification in an era of geoeconomic fragmentation, Fidelity considers how shifts in the macro regime are reshaping the equity allocation debate, creating fresh challeng...
Beyond large caps: identifying tomorrow’s leaders
Small- and mid-cap equities remain one of the least efficiently priced areas of global equity markets. Here, the experts behind Fidelity’s Global Future Leaders strategy reveal how they aim t...
Japan equities: more reasons for optimism
Prime Minister Sanae Takaichi’s landslide victory in snap parliamentary elections gives investors more reasons to be optimistic about Japan.
Can emerging markets continue their streak of outperformance?
Fidelity explores some of the reasons why they think emerging markets can continue to outperform, and why the backdrop for the asset class remains compelling in 2026.
US equities: risk on as we enter 2026
After a tumultuous but ultimately positive 2025, Fidelity believes the near-term outlook for US equities looks favourable, underpinned by continued economic growth, supportive policy shifts, and on...
Renewed horsepower for China in the Year of the Horse
With the Year of the Fire Horse symbolising energy, ambition and endurance, Fidelity examines the macro and micro factors that are combining to strengthen the investment outlook for Asia’s la...
The Week: The ‘AI loser trade’
The market is hunting for potential losers from AI. It may have got ahead of itself.
Adviser-Hub 19th Feb 2026
GBP stablecoins: can digital cash finally go mainstream?
Stablecoins promise faster, cheaper and more transparent payments. Aberdeen considers whether new regulation can help the UK – and its financial institutions – capture this opportunity....
Aberdeen Investments 19th Feb 2026
Market view: Can emerging markets continue their streak of outperformance?
Fidelity International 19th Feb 2026
Schiehallion: investing in the era of private megacaps
Baillie Gifford’s Gustav Venter explains why the rise of private-company megacaps requires a fund that can traverse the divide between private and public markets.
Baillie Gifford 18th Feb 2026
Fidelity Adviser Solutions | Closing the Retirement Readiness Gap – Planning Effectively and Managing Expectations
This video uncovers behavioural insights that help advisers make retirement planning feel real, relevant, and motivating for clients. Learn how to bridge the empathy gap, reduce uncertainty, and us...
Fidelity Adviser Solutions 18th Feb 2026
The rise of grounded sustainability and why it's here to stay
Aberdeen explores whether grounded sustainability can drive lasting value and practical change.
Aberdeen Investments 17th Feb 2026
Defence vs. offence
The post-Cold War order is fading, giving way to a more friction-prone, multipolar world. FSSA Investment Managers outline the implications for portfolios, their defence exclusions, and how they&rs...
FSSA Investment Managers 17th Feb 2026
Investment Outlook Introduction: February 2026
Geopolitical tension, AI disruption and the arrival of a new Fed chair. What could shape markets next?
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