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Everything from Fidelity International

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

Investors should stay the course with quality companies

From Fidelity International

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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06 May 2026

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

From Fidelity International

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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29 Apr 2026

Fidelity International Australian equities market outlook

From Fidelity International

“The Australian market has proven its resilience through a volatile year to date. The enduring effects of the US-Iran conflict will present yet another test of this resilience. The Reserve

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24 Apr 2026

AI powers corporate rebound as cost pressures rise and geopolitical risks intensify – Fidelity International 2026 Analyst Survey

From Fidelity International

Companies entered the year feeling better than at any point since the chaotic aftermath of the Covid pandemic, driven by a once-in-a-generation investment boom in artificial intelligence (AI). These are

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17 Apr 2026

A cautious Fed navigates uncertainty as rate path remains unclear

From Fidelity International

The US Federal Reserve left rates unchanged, as expected, maintaining the Fed funds target range at 3.5–3.75 per cent. In the press statement, the Committee (FOMC) made clear that geopolitical

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20 Mar 2026

China Government Work Report – Stability with gradual rebalancing underway

From Fidelity International

China’s latest Government Work Report delivered few surprises. Most quantitative targets aligned closely with market expectations, reinforcing a message of policy continuity: stable growth, calibrated adjustment, and incremental easing rather

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09 Mar 2026

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