Fidelity

Professional Investors
Contrarian opportunities across the UK market
Could contrarian investing unlock UK opportunities?
UK equities have delivered strong returns and recently reached new highs, but compelling contrarian opportunities...
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Professional Investors
Navigating US equities with research-powered investment strategies
Can research unlock US equity opportunities?
The US remains at the forefront of global economic expansion. However, more complex and nuanced dynamics...
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Professional Investors
ETF flows monthly review - September 2026
What are ETF flows telling investors?
Fidelity’s ETF team look at last month’s flows into ETPs across Europe and discuss how investors have...
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Professional Investors
Fixed Income Monthly - September 2026
The bond sell-off changes character
Fidelity explores how inflation, fiscal risk and growing debt supply are reshaping the fixed income outlook....
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Professional Investors
Investing beyond style: Bringing balance to global equities
Can investors find balance beyond style?
In a market often dominated by a single theme or investment style, Fidelity’s Global Special Situations...
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Professional Investors
Riding the next wave of US earnings growth
Beyond the mega-caps: Where US earnings growth hides next
Stephen DuFour, portfolio manager of the FF2 - Focused Stock Fund, reviews the shifting dynamics in the...
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Professional Investors
Why the investment case for China is strengthening
Why the investment case for China is strengthening
China remains out of favour with many global investors, but improving earnings prospects, technological...
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Professional Investors
Global Technology: Navigating volatility with a balanced approach
Navigating global tech turbulence
The technology sector has experienced heightened volatility recently. Hyun Ho Sohn, portfolio manager...
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Professional Investors
Tech, AI and the credit conundrum
The AI credit conundrum
AI and technology-related bond issuance has become increasingly difficult for credit investors to ignore,...
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Professional Investors
The Case for European Equities
Where do the strongest opportunities in European equities lie?
European equities have delivered strong returns, but the next phase is likely to be driven less by rising...
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Professional Investors
Concentration is today's real risk, not AI in itself
Why concentration risk, not AI itself, may be the bigger portfolio risk
Fidelity's Chris Forgan and Caroline Shaw set out how they are repositioning multi-asset portfolios to...
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Professional Investors
Why Asian bonds remain resilient amid volatility and geopolitical uncertainty
Why are Asian bonds defying volatility?
A structural evolution is reinforcing the appeal of Asian bonds as a resilient source of income and diversification....
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