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Fidelity International

Fidelity International

Fidelity International has been offering world class investment solutions for more than 50 years that help you build better futures for your clients. We look to partner for the long-term and work closely with clients to stay in tune with their needs and changing market dynamics, always willing to share our skill, experience and knowledge to help them best achieve their desired investment outcomes.

A sustainable future demands real engagement

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 achieving these goals. Our sustainable investing approach is built on three components and aims to meet our clients’ financial and non-financial objectives, as well as an evolving regulatory environment across global markets.

You can discover more about Integration, Stewardship and Solutions on our website. 

Latest insight and opinion

Fidelity looks at how the ETF market is evolving with a focus on higher-conviction active ETFs and their potential applications.

In a shift from a world where investors were concerned about secular stagnation to one where inflation, public debt and interest costs are front of mind, absolute return strategies can play a crucial diversification role for investors.

Fidelity Global Equity Income assistant portfolio manager Tristan Purcell examines the historical context of US market dominance and embedded risks in current concentration levels, while outlining attractive opportunities among defensive dividend-paying companies.

As the case for European equities gains wider recognition, Fidelity portfolio managers Fred Sykes and Marcel Stotzel explore the compelling opportunity for investing in world-class quality companies listed in the region.

In this new monthly video series, our Multi Asset team dissect what's changed in markets, what's new and what they're keeping an eye on. This month, portfolio manager Caroline Shaw focuses on the defence trade - looking at how investors can build broader portfolio resilience in challenging times.

Fidelity’s Hyun Ho Sohn examines M&A’s role within the global technology sector, reflecting on past successful acquisitions involving portfolio holdings and outlining key recent deals across food delivery, semiconductors and software.

Latest events

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

Latest market outlook

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 & Multi Asset and his team analyse the recent market volatility and discuss our asset allocation views against this backdrop.

Solutions spotlight

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

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 sustainability. It is a cross-asset class fund range offering offer two investment categories: best-in-class and sustainable thematic.

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

Important information

This information is for investment professionals only and should not be relied upon by private investors. Past performance is not a reliable indicator of future returns. Investors should note that the views expressed may no longer be current and may have already been acted upon. The value of bonds is influenced by movements in interest rates and bond yields. If interest rates and so bond yields rise, bond prices tend to fall, and vice versa. The price of bonds with a longer lifetime until maturity is generally more sensitive to interest rate movements than those with a shorter lifetime to maturity. The risk of default is based on the issuers ability to make interest payments and to repay the loan at maturity. Default risk may therefore vary between government issuers as well as between different corporate issuers. Fidelity’s range of equity, fixed income and multi asset funds can use financial derivative instruments for investment purposes, which may expose them to a higher degree of risk and can cause investments to experience larger than average price fluctuations. Changes in currency exchange rates may affect the value of investments in overseas markets. Investments in small and emerging markets can be more volatile than other more developed markets. The Investment Managers’ focus across the Fidelity Sustainable Family of Funds range on securities of companies which maintain strong environmental, social and governance (“ESG”) credentials may result in a return that could, at times, compare less favourably to similar products without such focus. No representation nor warranty is made with respect to the fairness, accuracy or completeness of such credentials. The status of a security’s ESG credentials can change over time. Reference to specific securities should not be construed as a recommendation to buy or sell these securities and is included for the purposes of illustration only. Please note that Fidelity only gives information on products and services and does not give investment advice. Investments in Fidelity funds should be made on the basis of the current prospectus, which is available along with the Key Investor Information Document (Key Features Document for Investment Trusts), current annual and semi-annual reports free of charge on request by calling 0800 368 1732. Issued by Financial Administration Services Limited, authorised and regulated by the Financial Conduct Authority. Fidelity, Fidelity International, their logos and F symbol are trademarks of FIL Limited.

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