Invest like a local

At Fidelity, being local isn’t just about proximity. It’s about time, knowledge and cultural immersion. This deep familiarity is at the heart of our 50 years’ investment expertise.

We’re on the ground around the world to understand the factors shaping returns and gain a unique 360 view of every company in which we invest.

It’s this unique perspective that helps us navigate the market ups and downs and bring you closer to the world’s most exciting long-term opportunities.

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Our global advantage means we see what others may miss

400+ investment professionals

400+ investment professionals

A truly global team, our 400+ investment professionals are located across 25 regions

20,000 company meetings

20,000 company meetings

Conducting 20,000 meetings each year, we know our companies and sectors inside out

A meeting every eight minutes

A meeting every eight minutes

20,000 company meetings means that we engage with a company every 8 minutes on any working day

Coverage of 80% of the world's investable universe

Coverage of 80% of the world's investable universe

Our analysts research 80% of the world’s companies (by market cap) and global investment grade credit universe

90% exclusive research

90% fexclusive research

More than 90% of our research is produced in-house, so we can act on unique insights

Fidelity at-a-glance

2.86 million customers1

50+ year heritage

Over 25 locations

$925.7 billion in USD2

 

1 As at 30 September 2024
Assets under management as at 30 September 2024

Why invest globally?

Why global small to mid-caps?

Large-cap companies like those in the Magnificent 7 have dominated headlines. But why is taking a position in an asset class like global small to mid-caps beneficial for investors, right now?

The role of duration in your portfolio right now 

Australia recently made its first interest rate cut since 2020. This shift is forcing investors to rethink their strategies. Will they stick with the safety of cash or dip their toe into markets with fixed income assets?