Fidelity

Professional Investors
Why now for active fixed income ETFs
  • 06 August 2026
Is it time for active fixed income ETFs?
Against a backdrop of ongoing macroeconomic uncertainty and heightened geopolitical tensions, Fidelity’s...
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Professional Investors
Global Asset Allocation Insights - August 2026
  • 04 August 2026
Finding opportunity beyond the market leaders
As market leadership broadens beyond the largest AI stocks, Fidelity explores where investors may find...
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Professional Investors
Fed - Markets are learning to play the ball and not the referee
  • 31 July 2026
Why markets are looking beyond the Fed
The Fed left rates unchanged at 3.50–3.75% in line with the market consensus and going against the roughly...
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Professional Investors
Transition materials: Short-term market moves, long-term opportunities
  • 28 July 2026
Why Fidelity sees a disconnect between transition materials prices and fundamentals
The investment manager sets out its current positioning across copper, uranium, aluminium, biofuels and...
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Professional Investors
Valuation discipline in the age of AI
  • 22 July 2026
Finding value in UK equities as AI reshapes the market
Alex Wright explores how AI is reshaping industries and discusses opportunities in UK equities.
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Professional Investors
The AI trade: Adoption is accelerating
  • 21 July 2026
Fidelity's Silicon Valley trip: Every AI company thinks it's going to be a winner
Our investment teams met 21 companies over four days, surveyed nearly 100 analysts, and paired it with...
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Professional Investors
Finding quality in emerging markets
  • 17 July 2026
Can emerging markets continue to deliver on their promise?
Fidelity International's ETF team examine how emerging markets have performed this year and discuss why...
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Professional Investors
Beyond the Mega Caps: Broadening the EM investment lens
  • 15 July 2026
Beyond EM mega caps: Three under-radar stocks worth knowing about
Compelling opportunities can be found across different sectors, market capitalisations and geographies....
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Professional Investors
Inflation from the Gulf conflict is on its way – Analyst Survey
  • 14 July 2026
Which sectors face the biggest cost pressures from the Middle East conflict?
The latest resumption of hostilities in the Persian Gulf is yet another reminder of how uncertain the...
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Professional Investors
Equities Monthly July 2026
  • 13 July 2026
A mixed month for global equities
As AI adoption accelerates, market leadership will favour companies converting investment to cash flow,...
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Professional Investors
ETF momentum continued with strong inflows for June
  • 10 July 2026
Active ETFs capture record inflows as European flows hit H1 high
How have investors allocated across different asset classes, themes and regions?
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Professional Investors
Global Asset Allocation Insights - July 2026
  • 07 July 2026
Global Asset Allocation Insights - July 2026
Markets look past the Iran conflict as growth resilience returns to focus, with Fidelity's Multi Asset...
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