28 May 2026
Navigating fragmentation, inflation and risk
Navigating fragmentation, inflation and risk

A more uncertain and fragmented macro backdrop is changing the way investors think about resilience, diversification and market access., Here, our macro and ETF team examine the key forces shaping markets, including geoeconomic fragmentation, the impact of AI, widening return dispersion, and outline how investors can use ETFs selectively within asset allocations.

23 May 2019
Exhibition investing with Dan Roberts
Exhibition investing with Dan Roberts

During the broad market sell-off of late 2018, Fidelity Global Dividend Fund manager Dan Roberts considered several potential new investments. In this feature, Dan Roberts and Fidelity media sector analyst Nick Wilkes outline how they built conviction that Informa - a leading global events and exhibitions business - possessed the strength and resilience to deliver an attractive dividend-based total return.

27 May 2026
Asia: Finding durable opportunities through a consistent investment discipline
Asia: Finding durable opportunities through a consistent investment discipline

Against a backdrop of persistent geopolitical tensions, elevated energy prices and shifting market leadership, Asia continues to offer a rich opportunity set, supported by technology leadership, innovation and favourable demographic trends. Here, we highlight the value of a disciplined, fundamentally driven investment approach and explore where we are currently finding opportunities in the region.

26 May 2026
The Investor's Guide to Asia: Three investable ideas that caught a fund manager's eye
The Investor's Guide to Asia: Three investable ideas that caught a fund manager's eye

In the latest episode of The Investor’s Guide to Asia, fund manager Dale Nicholls shares opportunities that Fidelity analysts helped identify in robotics, China small caps, and rare earths, and how they translated into portfolios.

24 April 2019
Mind the GAAP...
Mind the GAAP...

Fidelity’s Dan Roberts examines the hidden risks in relying on ‘adjusted earnings’, arguing that they should not be taken at face value. Dan explains how management teams can sometimes use adjustments to flatter financial performance and how we manage this risk in the Fidelity Global Dividend Fund.

26 May 2026
Fidelity Answers: Volatility is extreme. What are the investment trends I should keep in focus?
Fidelity Answers: Volatility is extreme. What are the investment trends I should keep in focus?

Despite the conflict, there are reasons for investors to be constructive in the months ahead.

11 March 2019
A quality approach pays dividends
A quality approach pays dividends

With the outlook for earnings growth and valuations precarious, Fidelity Global Dividend Fund Manager Dan Roberts discusses why dividends could be a valuable source of returns for investors in the year ahead. He outlines how he goes about identifying sustainable dividend payers that possess the competitive and financial strength to prosper across cycles.

26 May 2026
Why China continues to offer opportunities for selective stock pickers
Why China continues to offer opportunities for selective stock pickers

China’s equity markets have stabilised after a rebound, though volatility remains high amid ongoing geopolitical uncertainty. Fidelity China Special Situations portfolio manager Dale Nicholls highlights that while challenges remain - from property to geopolitics - the broader economic backdrop is more stable than many assume. With innovation accelerating and valuations still low, China continues to offer a growing opportunity for selective investors.

6 February 2019
What to look for (and avoid) in UK domestic stocks
What to look for (and avoid) in UK domestic stocks

The deeply unloved status of the UK equity market has created no shortage of contrarian value opportunities. However, with economic and political risks evident, Fidelity Special Situations Fund portfolio manager Alex Wright believes selectivity is crucial - as well as a low starting valuation, he outlines the other key criteria that are informing his stock picks.

25 May 2026
Market Minutes: Maintaining balance
Market Minutes: Maintaining balance

In this monthly video series, our Multi Asset team break down what’s changed in markets, what’s new, and what they’re watching next. This month, portfolio manager Caroline Shaw reflects on recent market volatility driven by heightened geopolitical tensions and explains why portfolio positioning has remained broadly stable. Despite sharp market moves and unusual behaviour from traditional defensive assets, the focus has been on staying disciplined, avoiding knee‑jerk reactions, and waiting for greater clarity on growth and inflation.

26 November 2018
Don't wait for good news to buy UK equities
Don't wait for good news to buy UK equities

As a contrarian, the unrelenting negativity towards the UK equity market is making Fidelity Special Situations Fund Manager Alex Wright feel more and positive on the prospects for 2019. It might be counterintuitive to think that the UK market could be among the top performers in the year that we leave the EU (if we do). But markets often have a way of surprising the consensus.

25 May 2026
Emerging Markets: built for the long term
Emerging Markets: built for the long term

Conflict in the Middle East and the associated rise in energy prices has shaken confidence and seen market volatility increase, but the long-term drivers of emerging market equities remain in place. Here, we explain why growth in emerging regions is expected to outpace developed markets, and some of the other factors that are expected to support emerging market equities over the long term.

21 November 2018
Growth beyond tech?
Growth beyond tech?

Growth stocks have strongly rewarded investors over the last decade, but are signs now emerging that the market’s enthusiasm has gone too far? Fidelity Global Special Situations Fund Manager Jeremy Podger assesses the recent growing pains and whether non-tech areas can pick up the slack.

24 May 2026
Global Asset Allocation Insights - May 2026
Global Asset Allocation Insights - May 2026

Our Multi Asset team's views on which asset classes and markets are presenting the greatest opportunities and risks.

6 November 2018
The five key questions on investors' minds
The five key questions on investors' minds

Jeremy Podger, portfolio manager of the Fidelity Global Special Situations Fund, answers the key questions that investors are asking as we run into extra time in the current cycle. He looks at how quantitative tightening could play out, whether there’s a margin of safety in current valuations and addresses the value vs growth stocks debate.

23 May 2026
Staying disciplined in Asia's shifting markets
Staying disciplined in Asia's shifting markets

Ongoing conflict in the Middle East, lingering tariff-related uncertainties and the prospect of slower growth in China leave Asian equities trading at a discount relative to developed market peers. But the prospects remain bright for a wide range of regional companies, particularly those recognising that good governance and effective management of ESG-related issues can improve operating performance.

7 October 2018
Value - the bad, the good and the exceptional
Value - the bad, the good and the exceptional

As the growth vs value debate rumbles on and markets become increasingly polarised, Jeremy Podger outlines the importance of taking a more pragmatic and balanced view.

21 May 2026
Fidelity Answers: What impact is the Middle East conflict having on industry?
Fidelity Answers: What impact is the Middle East conflict having on industry?

The impact of the Middle East conflict is spreading through the global economy. The latest Fidelity Answers podcast hears what Fidelity’s analysts are saying about the effects on companies and supply chains.

21 September 2018
Fidelity Investment Outlook: Q4 2018
Investment Outlook: Q4 2018

Fidelity's quarterly investment outlook provides a representative summary of the views of our investment teams across asset classes. The global economy has been slowing throughout 2018 and our proprietary leading indicator is signalling this will continue.

21 May 2026
Coin Report: Bitcoin
Coin Report: Bitcoin

Since its launch in 2009, Bitcoin has become the de facto leader of the cryptocurrency world and a reference point for emerging blockchains and digital assets. For investors looking to find out more about Bitcoin, this Fidelity Digital Assets “Coin Report” provides a useful overview of its potential strengths and weaknesses.