Fidelity

Professional Investors
Small and overlooked: Opportunities in US smaller companies
US small-caps: Small in size, big in potential?
After a decade of underperformance versus large-caps, US small-caps may be approaching an inflection...
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Professional Investors
Global equities: Diversification is an edge, not a compromise
Global equities: Diversification is an edge, not a compromise
Concentration risk has become an increasingly important consideration for global equity investors in...
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Professional Investors
Fidelity Answers: Where should I look if I need to play defence?
Fidelity Answers: Where should I look if I need to play defence?
There is a rotation happening here, but it may not be the one you think.
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Professional Investors
Rethinking income in changing markets
Five common misconceptions about income
Against a volatile market backdrop, income can offer a valuable source of total return while providing...
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Professional Investors
Navigating concentration and evolving market leadership
Navigating concentration and evolving market leadership
Portfolio manager Anthony Srom outlines how Fidelity Asia Pacific Opportunities remains focused on disciplined,...
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Professional Investors
Closing the global "small-cap gap"
Closing the global “small-cap gap”
Many global equity portfolios are heavily weighted toward mega-cap stocks, leaving investors exposed...
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Professional Investors
Probing the pitfalls of passive investing in short dated bonds
Probing the pitfalls of passive investing in short dated bonds
Short-dated investment grade credit is a compelling opportunity today - offering an attractive income...
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Professional Investors
Three themes for the second half of 2026
Three themes for the second half of 2026
From Middle East uncertainty to emerging market opportunities — a measured roadmap for the months ahead...
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Professional Investors
The AI cycle is evolving. How can investors capture productivity gains?
The AI cycle is evolving. How can investors capture productivity gains?
Fidelity's Equities Monthly explores global equity market gains and the widening opportunity set in tech....
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Institutional Investors
What separates good research from alpha-generating research?
Connecting research to alpha: what makes the difference
When research meets execution, alpha follows.
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Professional Investors
Why now for global technology investing?
Why now for global technology investing?
Exploring the case for an active, research-driven global equities approach.
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Professional Investors
The big potential in mid and small caps
The big potential in mid and small caps
Global mid- and small-cap stocks offer investors a rich but often overlooked source of diversification...
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