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Fidelity International appoints Sam Heithersay as Co-Portfolio Manager, Australian Equities

From Fidelity International

Fidelity International (“Fidelity”) has appointed Sam Heithersay as Co‑Portfolio Manager for the Fidelity Australian Equities Fund and associated mandates, and the Fidelity Funds – Australian Diversified Equity Fund (SICAV), alongside

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27 Feb 2026

Fidelity International strengthens Australia distribution team with two appointments

From Fidelity International

Fidelity International has appointed Gavin Butt as regional sales manager and Sam Besley as sales manager, further strengthening its wholesale distribution capability and reaffirming its long‑term commitment to the Australian

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18 Feb 2026

Fidelity Global Sentiment Survey: Australians spending more on essentials, and less on luxuries, compared to their global counterparts

From Fidelity International

Australian workers are generally optimistic, notably about their work and health. However, there is growing concern about their long-term financial prospects, with particular attention to challenges in retirement planning. This

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23 Jan 2026

China’s next chapter – from doubt to dominance

From Fidelity International

“In recent years, many investors have asked whether China remains investible. Between the property downturn, regulatory tightening, and geopolitical frictions, global capital turned away from Chinese equities in favour of

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10 Dec 2025

India Holds Firm Amidst Global Headwinds

From Fidelity International

The Indian equity market came under pressure in 2025 amidst a domestic growth slowdown and adverse US policy actions. Both consumption and capital investment showed signs of fatigue after two

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05 Dec 2025

Fidelity International launches Fidelity Research Global Equities Fund

From Fidelity International

Fidelity International (“Fidelity”) has announced the launch of a research-driven, systematically applied equity strategy, the Fidelity Research Global Equities Fund (The “Fund”). The Fund focuses on equity securities of companies

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02 Dec 2025

Investment implications of changing consumer behaviour in Asia

From Fidelity International

Consumer behaviour across developed markets in Asia, like mainland China, Hong Kong, Singapore and Taiwan, is undergoing a notable transformation, shaped in part by persistent economic uncertainty and a challenging

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05 Nov 2025

A decade behind: Fidelity research reveals 10+ years retirement savings gap, with one third of Australians unprepared for retirement

From Fidelity International

Research from Fidelity International (‘Fidelity’), in partnership with the National Innovation Centre for Ageing (NICA), reveals one third of Australian pre-retiree and retirees aged 50 and over are financially unprepared for retirement and are

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03 Nov 2025

Fidelity International closes €710m real estate logistics climate impact fund

From Fidelity International

Fidelity International (“Fidelity”) has announced the successful final close of its Fidelity Real Estate Logistics Impact Climate Solutions Fund (“LOGICs”), securing €355m of equity commitments from a global base of

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21 Oct 2025

Fidelity Future Leaders Fund receives Gold rating from Morningstar

From Fidelity International

Independent research house, Morningstar, has upgraded Fidelity International’s Fidelity Future Leaders Fund rating to ‘Gold’, effective 29th August 2025. The Fidelity Future Leaders Fund invests in 40 to 70 high-quality small-

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08 Oct 2025

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]