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Everything from Fidelity International

The bull case for global small and mid-caps remains intact, but risks are building

From Fidelity International

The foundation of the global equity bull market remains earnings growth. Corporate profitability has continued to expand and forward earnings expectations remain supportive across major markets. Importantly, a significant portion

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23 Oct 2026

From earnings acceleration to earnings durability

From Fidelity International

After an exceptional AI-driven earnings cycle in 2026, the investment debate is shifting to the sustainability of returns, the durability of demand and the economics of AI. Are the returns

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22 Oct 2026

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

From Fidelity International

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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11 Sep 2026

Fidelity International appoints Tamzin Manning as investment director

From Fidelity International

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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01 Sep 2026

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

From Fidelity International

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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28 Aug 2026

Japanese equities shift from AI momentum to earnings delivery

From Fidelity International

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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06 Aug 2026

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

From Fidelity International

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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24 Jul 2026

Current inflation cycle unlikely to mirror 2022

From Fidelity International

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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23 Jun 2026

Fidelity International mid-year investment outlook

From Fidelity International

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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19 Jun 2026

Fidelity International appoints Rosie Malcolm as portfolio manager in Australia

From Fidelity International

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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20 May 2026

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CPD: Growth holds, risks widen
Economic outlook: Structural forces, cyclical implications Longer-term secular forces are driving the six- to 12-month cyclical outlook. Our June 2026 Secular Outlook, “Rupture and Resilience[1],” explored the fraying of traditional [...]
CPD: Intergenerational wealth – When the responsibility transfers before the money
Picture this: an Enduring Power of Attorney (EPOA) has sat in a filing cabinet for years. Then a sudden health event means an adult daughter is called on to act [...]
CPD: Why market structure rewards active management in local currency EMD
Key takeaways A large, diverse and fast-growing opportunity set: local currency EMD spans economies at very different points in the cycle, offering income, growth and genuine diversification. Structure, not just [...]
CPD: A practical system for building client confidence – Value of Advice (Part 1)
Introduction As the advice profession continues to evolve, so too do client expectations and perceptions of the value of advice. Perhaps nothing sums up this shift as perfectly as this [...]
CPD: When a little knowledge is dangerous – countering the financial ‘guidance’ your clients are getting from AI
Move over, Google The expression “a little knowledge is a dangerous thing” seems particularly appropriate to financial decisions, where the amounts at stake and the inherent complexity make the risk [...]