Fidelity International
US investment fund giant
Fidelity International, formerly Fidelity Worldwide Investment, is a global investment management services company delivering mutual funds, pension management and fund platforms to private and institutional investors. The company offers its own funds and, through its platforms in a number of countries, other managers' funds.
Fidelity provides a range of active asset management solutions as well as large fund platforms offering access to Fidelity and other managers' funds and services for personal investors. Fidelity provides solutions to the ISA, SIPP and Defined Contribution Pensions markets, both for domestic schemes, multinational employers and their staff.
Fidelity International was originally established in 1969 under the name Fidelity International Limited. Since then, it has continued to operate as a private company owned by some of its employees and the Johnson family. It has three main office locations in the UK: London, Surrey and Kent.
Fidelity Analyst Survey: Corporate sentiment drops to lowest level since 2016
Analysts remain cautiously optimistic
The party is back on, but when will the music stop?
Industry Voice: The story so far for 2019 has been the dramatic recovery in risk assets, with the S&P 500 producing a year's worth of returns in four weeks. But does this mean the party is back on after a period of overselling in the late stages of 2018?...
What to look for (and avoid) in UK domestic stocks
Industry Voice: The out-of-favour status and ongoing cautiousness towards 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...
Is the tide finally turning for fund fees?
New transparency rules to be introduced
Trade wars: Will it be a Happy New Year for China-focused investment companies?
How are companies weathering trade war storms?
Fidelity to merge multi-asset ranges under management of Bill McQuaker
To complete in March 2019
Asset managers lead the way with Brexit prep
Financial services look to set up offices away from the UK
Fidelity launches Select ETF
18 ETFs picked
An even more eventful 2019?
What will 2018 be remembered for? For many in the asset management community it will be the year MiFID II, PRIIPs, KIDs and GDPR were introduced, adding to the already heavy burden of regulation.
A new type of valuation discipline strategy to search for global equity opportunities
INDUSTRY VOICE: Fidelity Global Special Situations fund manager Jeremy Podger explains how his three-category asset allocation process is used to generate complementary sources of alpha potential while simultaneously providing a balanced overall style...
Ellis to replace McKenzie as Fidelity's fixed income CIO
Stepping down from portfolio management
Fidelity to offer Global Infrastructure fund among raft of changes across range
Asia Pacific Property fund to close
Managers remember Lehmans 10 years on: 'It was a lesson in fighting fear and your instincts'
Experts' experiences and lessons learned
What lessons have been learnt over the decade since Lehmans collapsed? (Part I)
Four-part Big Question special
Back to work: What big stories did you miss over the summer?
Round-up of the biggest stories of the past few weeks
Fidelity finalises move to segregated mandates on multi-asset range
Nine sub-funds launching
Fidelity's Greer: Will Turkey take its own medicine?
Fixing an overheating economy
What is unusual about the UK stock market today?
Matthew Jennings, Investment Director at Fidelity, analyses the factors behind the recent outperformance of value over growth in the UK - despite value lagging globally
Discovering the (not-so) elusive UK consumer
PARTNER INSIGHT: Leigh Himsworth, portfolio manager of the Fidelity UK Opportunities Fund, assesses whether it is a mistake to read too much into the high street's recent weakness.
Payments, petrol stations and coffee cups: The hunt for hidden defensives
PARTNER INSIGHT: Alex Wright, portfolio manager of the Fidelity Special Situations Fund and Fidelity Special Values PLC, explains how he has had to adapt to changing market conditions in order to stay ahead of the market.
Fidelity's Wright: 'Why it pays to be patient as a contrarian investor'
PARTNER INSIGHT: Portfolio manager Alex Wright discusses some of the challenges associated with investing against the tide of opinion, while revealing how it can provide a very favourable risk-return profile when executed successfully
Why a practical response is needed to get more women investing
Improving access to information a key step
Animal spirits? Only if you're thinking of sloths…
INDUSTRY VOICE: 'Animal spirits' is the term John Maynard Keynes used in his 1936 book 'The General Theory of Employment, Interest and Money' to describe the instincts and emotions that ostensibly influence and guide human behaviour, for example: consumer...
