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.
Fixing an overheating economy
Matthew Jennings, Investment Director at Fidelity, analyses the factors behind the recent outperformance of value over growth in the UK - despite value lagging globally
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.
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.
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
Improving access to information a key step
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...
PARTNER INSIGHT: Japanese equity valuations remain attractively valued relative to the rest of the world. As shareholder friendly reform gathers pace, where are the opportunities for active managers in Japan over 2018?
PARTNER INSIGHT: Fidelity portfolio manager Jeremy Podger reviews three key areas that have driven global equities in recent times. He assesses whether these trends may now have run their course and how he is positioning for what happens next.
Second instalment of series
PARTNER INSIGHT: Following strong equity gains and rising valuations in recent years, Jeremy Podger questions whether global markets might be recalibrating for a new era of earnings growth
FundCalibre asked managers about warning signals
PARTNER INSIGHT: Jeremy Podger, portfolio manager of the Fidelity Global Special Situations Fund explains how 30 years of managing global equities is helping him to decipher the key underlying trends that are shaping markets today.
2018 list revealed
Highlights of group's 2018 Analyst Survey
Top-down macro research
Seek areas that have fundamental value
Improving opportunities for women
Elevated chance of a sell-off
Reporting to Paras Anand
Inflation should start falling back to target early 2018
Honouring the industry's trailblazers
New structure effective March 2018
Supporting higher standards