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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.
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Latest insight and opinion
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 high quality investment grade issuers, will be key to successfully navigating markets.
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 better footing. Fidelity Sustainable Moneybuilder Income portfolio managers Kris Atkinson and Shamil Pankhania explore the unique nature of bonds issued by some of the large UK pub operators and why they offer an attractive proposition for cautious, income-seeking investors.
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 unique opportunity for investors in short dated corporate bonds to benefit from some of the most favourable forward looking relative return prospects and attractive valuations in recent history.
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 range lead portfolio manager Chris Forgan reflects on these changing dynamics and outlines why the team are unconvinced by the current market exuberance.
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 Strategic Bond co-portfolio manager Tim Foster explains why we are now finding good carry opportunities from government bonds and in the short part of the curve in credit.
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 as best-in-class asset allocation building blocks. Here, we discuss some of the factors that enable Fidelity ETFs to stand out from the other solutions available in the marketplace.
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-portfolio manager Claudio Ferrarese reviews current market dynamics and highlights why the team remain wary of reaching too far down the quality spectrum.
Our Multi Asset team share their latest views on which asset classes and markets are presenting the greatest opportunities and risks.
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 with Europe and the US. Victoria Mio, Head of Equity Research - Asia Pacific, discusses where our local analysts are seeing pockets of progress and a cause for optimism.
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 the jungles of Borneo to learn how analysis of sound recordings could soon help investors and companies better assess biodiversity risks.
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 discusses the key themes that are set to drive growth across the region and discusses how Fidelity Emerging Markets Limited is positioned to capture this potential.
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 potential patients. Our analyst explains the potential opportunities that these new treatments will enable.
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 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 market volatility, Eugene lays out why multi asset investing can provide a more consistent yield over the long term.
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 Investing, Jenn-Hui Tan, examines why he believes engagement has much greater potential to positively impact future generations as well as returns over the long term - if an investor is willing to exert their influence.
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 biodiversity loss, while also outlining the opportunity this is creating for investors.
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 gives his take and outlines how investors should think about positioning as the AI theme evolves.
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 the real economy and future policy moves, outlining how we are thinking about asset allocation against this backdrop.
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 Aruna Karunathilake outlines why he is increasingly excited about the opportunity in UK equities and reveals the high-quality stocks where he sees greatest potential.
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 high quality investment grade issuers, will be key to successfully navigating markets over the course of 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 portfolio. Against this backdrop, our team outline how we define and analyse potential listed alternatives opportunities, highlighting the important role that active management can play across this diverse investment universe.
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 step back from the noise and discusses how a more mature approach to ESG is emerging, with a greater focus on corporate resilience, the just transition and natural capital.
The poor performance of risk assets in 2022 was highly unusual, with a 60/40 portfolio of US assets enduring one of the worst ever years. Our Global Head of Solutions & Multi Asset outlines why bonds are likely to become less correlated to equities, highlighting our more positive view on high quality bonds.
Alex Wright, portfolio manager of Fidelity Special Situations & Special Values PLC, examines the outlook facing UK investors. Within this, he provides an insight into why value areas are set to outperform in 2023, revealing the unloved areas where he sees overlooked investment potential.
Global Head of Macro & Strategic Asset Allocation Salman Ahmed analyses the confluence of challenges facing the global economy in 2023. He discusses the important role that policymakers and governments will have to play and how this is likely to unfold in the US and other key economic regions.
Fidelity Global Special Situations Fund portfolio manager Jeremy Podger believes valuations are now beginning to look interesting in equity markets and should present compelling investment opportunities for long term investors in 2023. However, stylistic balance and flexibility will be key to navigating the year ahead.
Amid an uncertain macro environment, Fidelity Sustainable Asia Equity Fund portfolio manager Dhananjay Phadnis outlines the growing momentum in sustainability practices among Asian corporates as they play catch-up with their developed market counterparts, presenting an improving opportunity set for active managers.
Latest events
Latest market outlook
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 done’. Inflationary pressures linger, while the prospect of higher rates for longer and looming maturity walls make an unsettling combination. Our Q4 Outlook highlights three key themes that we expect to dominate this quarter.
For the previous two quarters, we have been navigating our way through the ‘polycrisis’ - a confluence of pressures which we believe could force central banks into overtightening and trigger sharp recessions. That polycrisis has now left markets oscillating between resilience and fragility: abundant liquidity and tight labour markets on the one hand, and the lagged effects of policy and tightening lending standards on the other.
Discover the key themes set to drive markets and the investment implications.
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 themes that are set to shape the investment landscape over the coming months.
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 perspective is the shift in monetary policy regime, from one supportive of global markets to one with a focus on taming inflation.
This has been a feature of ongoing volatility and challenges the outlook for global markets as we head into the new year. Indeed, with so many factors in play, how should investors think about positioning for what happens next?
Here, our global investment team provide an insight into how we are thinking about navigating the road ahead. Read, watch and listen as our experts discuss the key areas of risk - and emerging opportunity - across public and private markets in 2023.
The concurrent hit to growth and to overall confidence is likely to be meaningful, but its magnitude and duration are uncertain. Europe is the most exposed region, with at least a modest recession very likely. While the US is relatively insulated for now, it is not immune either, particularly from the inflationary impacts of the war.
Energy and resource interdependencies are already shifting in what is certain to be a multi-year global adjustment, with implications across numerous asset classes.
* The “Grand Chessboard”, a theory put forward by influential Polish-American political scientist and presidential advisor Zbigniew Brzezinski to describe Cold War era Eurasian power dynamics.
The coming year will be defined by a number of key decisions taken by policymakers around the globe. A key dilemma is how to tighten monetary policy and rein in inflation without killing off the recovery. Another is how to cope with higher energy prices as the world transitions to a low-carbon economy.
Fine-tuning policy settings to unravel these ‘Catch-22’ dynamics - while maintaining the trust of markets - will not be easy and these conditions certainly increase the risks of a policy mistake in the coming months.
So, what does this backdrop mean for global markets and how should investors think about approaching 2022? Read, listen and watch to find out more from our investment experts as they debate the key factors and themes that will drive returns across the world’s major asset classes in 2022.
For the first time, we have asked the 151 analysts who took part in the survey to focus exclusively on sustainable investing: the environmental, social and governance (ESG) topics which companies the world over are grappling with. The analysts quiz management teams on their ESG strategies as a matter of course, but also offer suggestions on how to improve those strategies and, ultimately, their performance.
Through thousands of meetings, our analysts hear first-hand the hopes and concerns of management teams, hold them to account on sustainability issues and spot the trends that will evolve, in time, into opportunities. We believe the survey results provide a unique view of business sentiment and the associated implications for investors. What it presents is data, what it offers is improved decision making. We hope it helps yours.
Solutions spotlight
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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