Fidelity International highlights the opportunities in Asia’s new growth cycle

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Asia is entering the next phase of its growth cycle. Manufacturing and exports remain resilient, supported by artificial intelligence (AI) investment, energy security and supply-chain diversification. But after years of

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Fidelity International appoints Tamzin Manning as investment director 

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Fidelity International has appointed Tamzin Manning as investment director, further strengthening its investment capabilities in Australia and enhancing its equity offering for clients. Manning will be responsible for representing and

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Fidelity International highlights growing importance of diversification in momentum-driven markets

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For the past few years, investors have been rewarded for owning what is already working but it is becoming increasingly important that they understand what is driving this success and

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Japanese equities shift from AI momentum to earnings delivery

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Japanese equities have performed strongly this year, supported in part by enthusiasm around AI-related opportunities. As markets entered the third quarter, however, they began to digest the narrow rally that

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Businesses yet to feel full cost impact of renewed Middle East conflict, Fidelity International Analyst Pulse Survey finds

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Key points 55 per cent of Fidelity analysts expect companies’ cost inflation to rise over the next 12 months as a result of the renewed Middle East conflict Analysts expect

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Current inflation cycle unlikely to mirror 2022

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Despite the higher oil and commodity prices sparked by the Iran-US conflict, inflation in the US and globally is not expected to spiral out of control and we are not

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Fidelity International mid-year investment outlook

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As we head into the second half of 2026, Fidelity International believes fundamentals are relatively supportive of risk assets, despite a highly volatile backdrop. The conflict in the Middle East

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Fidelity International appoints Rosie Malcolm as portfolio manager in Australia

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Fidelity International (‘Fidelity’) has announces the appointment of Rosie Malcolm as portfolio manager within its global equities team, further strengthening its investment capabilities in Australia and enhancing its global equity

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Investors should stay the course with quality companies

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With market uncertainty increasing, investors should look to quality companies that have the ability to generate consistent profits and consistent returns regardless of the macro-economic environment, says Fidelity International portfolio

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Fidelity Research Global Equites Fund receives ‘recommended’ rating from Lonsec 

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The Fidelity Research Global Equities Fund has been recognised with a ‘recommended’ rating from Lonsec, in its first report following the launch of the fund in late 2025 to offer

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