Fidelity International
Asset manager
Profile
Name
Fidelity International
Fidelity International is a global leader in the investment and retirement savings business. Established in 1969 as the international arm of Fidelity Investments, founded in Boston in 1946, Fidelity International became independent of the US organisation in 1980, and today remains an independent, privately-owned company. Our institutional teams are dedicated to executing bespoke solutions for our clients. We offer fundamental active, index and factor-based equities, active and factor-based fixed income, multi-asset, real estate and alternatives investment strategies. Clients benefit from our Portfolio Research and Engineering Team, who combine advance proprietary investment capabilities and third party solutions to provide the best solution for our clients.
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Research & content
Published 29-6-2022
Market & Macro
Turning the tanker: Keeping the ESG revolution movingIn the heightened tensions of the current geopolitical environment, the debate around sustainable investing has intensified. On the ground, our 2022 ESG Analyst Survey provides signs of how companies are making progress, but much more needs to be done.
Published 9-6-2022
Asset Category
The sleeping giant -Bond markets are critical in the fight against climate change (part 1)Fixed income investors have a vital role to play in accelerating the shift to a net zero world by 2050. In the first of this two-part series, Kris Atkinson and Sajiv Vaid, portfolio managers of our actively managed climate focussed fixed income strategies and our sustainable sterling corporate bond strategy discuss the challenge of climate change for bond investors and how debt markets are uniquely positioned for investors to support the transition to net zero and to influence companies towards net zero.
Published 6-6-2022
Market & Macro
Global Macro Insights - June 2022: Central banks turn hostile - What next?Our Multi Asset team's views on which asset classes and markets are presenting the greatest opportunities and risks.
Published 4-4-2022
Market & Macro
Our Multi Asset team's views on which asset classes and markets are presenting the greatest opportunities and risks.
Published 23-2-2022
Market & Macro
Analyst Survey 2022Macro economists aren't the only ones to weigh in on what the months ahead have in store, our company analysts also have a view. The annual Analyst Survey, of which this is the 12th, reveals this by distilling the results of 16,000 meetings held over the previous 12 months into a snapshot of the hopes, fears, and expectations that executives have for 2022, providing a unique insight into the year ahead.
The mood this year is a relatively upbeat one, albeit tempered with several notes of caution. Speedy vaccine rollouts are restoring business confidence following almost two years of disruption from the Covid-19 pandemic. However, this optimism may be tested by macro roadblocks, particularly in the form of geopolitical tensions and rising interest rates.
Published 4-2-2022
Market & Macro
For global investors, the growth cycle contrasts between China and the rest of the world couldn’t be sharper right now. While most other major economies are moving to hike rates and phase out stimulus in order to battle inflation, the broad-based, construction-fueled stimulus that Beijing sought to avoid in the last two years is suddenly back on the cards.
Published 11-1-2022
Asset Management
The start of the new year is traditionally a time of discarding unwanted presents and disposing of last year’s clutter. But before you reach for the bin, there is a growing range of reuse options available. A burgeoning group of companies are offering solutions to monetise unwanted items and extend the lives of products. The success of these businesses benefits the environment by reducing the carbon footprint, and it also indicates that consumers are increasingly embracing resale goods and internalising environmental awareness.
Published 31-12-2021
Asset Category
The case for Global Emerging Market Equities: We continue to live in a world marred with uncertainty: the emergence of the Omicron variant raises questions about what the weeks and months ahead will bring. The path of inflation has and will continue to give rise to debate and exert influence over central bankers. However, 2021 has been a lacklustre year for emerging markets in aggregate, but many matters which have hindered the asset class, appear well known, and largely priced in which could pave the way for attractive relative performance in 2022.
Published 2-12-2021
Market & Macro
- “Our addiction to fossil fuels is pushing humanity to the brink. We face a stark choice: Either we stop it, or it stops us,” UN Secretary General Antonio Gutierres said at the COP26 summit. While COP26 made some headway on climate commitments, the battle to constrain warming to 1.5C above pre-industrial levels by the end of the century is yet to be won, making the path to the Paris goal narrower than ever.- The speed at which the world progresses on its journey towards a net zero carbon economy is dependent on policymakers, the targets and policies they set for reducing emissions, the willingness of companies to adapt, as well as the development and adoption of technologies that can assist in this change. Or at least buy some more time.
- Tracking this journey will give us an indication of which of the six climate scenarios developed by the Network for Greening the Financial System (NGFS) is the most likely to happen. To do so, we have developed a climate credibility tracker focusing on the three core elements of corporate action, policy action and technological change. By tracking these transition enablers, we will be able to assess the credibility of the climate targets and pledges that increasing numbers of countries and companies
are adopting.
-> Download paper to read more
Published 23-11-2021
Asset Category
Read our white paper, which discusses the economics of decarbonisation and potential ramifications for investment markets.
Published 23-11-2021
Asset Category
Green sovereign debt issuance is on the rise and could dramatically improve liquidity and standards across the green bond market as a whole. Investor demand is high, but it is important both not to overpay for green sovereigns and to monitor what issuers do with ‘green’ funds.
Published 22-11-2021
Market & Macro
Catch-22: Unravelling the policy paradox2021 brought the recovery many had hoped for. Economies and business reopened, but no one could describe it as getting back to normal amid rocketing energy prices, high debt levels, and past-the-peak growth.
The coming year will be defined by a number of key decisions taken by policymakers around the globe. A key dilemma is how to tighten monetary policy and rein in inflation without killing off the recovery. Another is how to cope with higher energy prices as the world transitions to a low-carbon economy.
Fine-tuning policy settings to unravel these ‘Catch-22’ dynamics - while maintaining the trust of markets - will not be easy and these conditions certainly increase the risks of a policy mistake in the coming months.
So, what does this backdrop mean for global markets and how should investors think about approaching 2022? Read, listen and watch to find out more from our investment experts as they debate the key factors and themes that will drive returns across the world’s major asset classes in 2022.
Products and Solutions
Blog
Investment Beliefs
Our investment approach
Building on active, bottom-up research, we create the competitive advantage that is able to deliver superior returns for our clients. Because markets are only semi-efficient, we act on intelligent insight:
- We have one of the largest global research capabilities with over 400 investment professionals and research staff around the world.
- We are committed to proprietary insights:
- Our portfolio managers have access to in-house research, which is unavailable to others, on 90% of our fund holdings.
- Our analysts carry out their research on the ground – visiting the shop floor, speaking to customers, competitors, suppliers, and independent experts to form conviction.
- Over the course of a year, our portfolio managers and analysts attend more than 15,000 company meetings – or one every 8 minutes on average.
- We commission over 250 bespoke surveys and reports a year to understand the market potential of companies’ product and service innovations.
- We believe that responsible investing - taking into account Environmental, Social and Governance aspects - is essential in protecting and enhancing returns to our clients.
- Our analysts work together across asset classes, e.g. combining insights from equity, credit macro and quantitative research, to form a 360° view on the health and prospects of companies.
- Our Manager Research team covers ~160 third party investment strategies which can be built into bespoke client portfolios.
- Our industry-leading technology platform gives our investment professionals mobile access to all research and reporting in one place. This includes risk monitoring, unique modelling, and forecasting tools. Portfolio Managers are also able to initiate trades anytime from anywhere for execution by our 24-7 global trading team.
This is how we find growth opportunities or income streams that have not been priced in by the market – allowing us to consistently add value for our clients.
Values and Objectives
We believe our clients value us for the following
characteristics:
- Expertise - The depth of our research along with solutions
design capabilities enhances our ability to meet clients' specified objectives.
- Commitment - Our business evolves through a commitment to
constantly improving the ways we meet our clients' needs.
- Innovation - We combine advanced proprietary research and
technology with people that make finding opportunities a repeated success
factor.
- Stability - Being privately-owned means that we take a long term view in building our business and acting with the highest standards of integrity.
Disclaimer
Risk warnings
- This material is for Investment Professionals only, and
should not be relied upon by private investors.
- The value of investments can go down as well as up so
you may get back less than you invest.
- Examples uses assumed figures and is for illustrative
purposes only.
- Investors should note that the views expressed may no
longer be current and may have already been acted upon.
- Overseas investments will be affected by movements in
currency exchange rates.
- Investments in emerging markets can be more volatile
than other more developed markets.
- There is a risk that the issuers of bonds may not be
able to repay the money they have borrowed or make interest payments. When
interest rates rise, bonds may fall in value. Rising interest rates may cause
the value of your investment to fall.
- Property and land can be difficult to sell so an
investor may not be able to sell /cash in this investment when they want
to. The value of property is generally a matter of a valuer's opinion
rather than fact.
- Reference to specific securities should not be
construed as a recommendation to buy or sell these securities and is
included for the purposes of illustration only.
Disclaimer
This information must not be reproduced or circulated without prior permission.
Fidelity only offers information on products and services and does not provide investment advice based on individual circumstances, other than when specifically stipulated by an appropriately authorised firm, in a formal communication with the client.
Fidelity International refers to the group of companies which form the global investment management organisation that provides information on products and services in designated jurisdictions outside of North America. This communication is not directed at, and must not be acted upon by persons inside the United States and is otherwise only directed at persons residing in jurisdictions where the relevant funds are authorised for distribution or where no such authorisation is required.
Unless otherwise stated all products and services are provided by Fidelity International, and all views expressed are those of Fidelity International. Fidelity, Fidelity International, the Fidelity International logo and F symbol are registered trademarks of FIL Limited.
FIL Limited assets and resources as at 30/09/2021. - data is unaudited. Research professionals include both analysts and associates. Issued by FIL (Luxembourg) S.A., authorised and supervised by the CSSF (Commission de Surveillance du Secteur Financier). SSL 21NL1015