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3 July 2025

Home / Sponsors / Fidelity International

Fidelity International

Established in 1969, Fidelity International offers world class investment solutions and retirement expertise. As a privately owned, independent company - investments are our only business. Driven by the needs of our clients and not by shareholders, our vision is to create better financial futures now, and for the generations to come.

Our 400+ on-the-ground, global investment experts take a forensic approach to research to see what others may miss. Our investment experts share their insights in real time across asset classes, sectors and regions, connected by one powerful global research platform.

Attending around 20,000 company meetings each year, our analysts meet with management, suppliers, customers, and competitors to get a 360 view of every company we invest in. Because we believe that better research leads to finding the best investment ideas for you.

Learn more at www.fidelity.com.au.

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Amid a tornado of headlines, where can investors find opportunity?

Major equity indices will need to defy history if they are to deliver anything like the returns of recent years. In a rapidly changing environment, investors may need to look further afield for the next winners.

New avenues of growth make 2025 exciting for investors

Investors need to be more discerning this year as headline valuations are high and the economic cycle turns. Dig a little deeper, though, and there are big opportunities in overlooked shares with strong tailwinds.

How to find big winners in the energy transition

The received wisdom that investors should “take a long-term view” is as well-worn as it is simplistic. Because while the long run matters, when it comes transition materials, there’s also a strong case for a bit of constructive myopia.

How exposed is your portfolio to the AI story?

Questions are being asked of the AI story and the gargantuan investments that tech companies are pouring into it. If you don’t know how exposed your portfolio is to AI, now would be a good time to find out.

A pullback in Australian consumer spending could last years

Australian consumers have held up remarkably well amid rising interest rates and inflation. Yet, there are increasing signs that this is turning, and the weakness in consumer spending may last years, not months.

History isn't on the side of the Magnificent Seven

Recently, we have seen the performance of indices such as the MSCI World and the S&P 500 being driven primarily by a handful of mega-cap US names. What are the implications of this and does it really matter?

When is the right time to pull the plug on an investment?

Of all the questions facing an investor, when to sell is perhaps the hardest. Unlike with the decision to make an investment, selling it requires you to undo something you have invested intellectual, emotional and financial capital.

Why Asia remains one of the world's best growth stories

China’s economic slowdown and the resilience of the US dollar have dimmed the lustre of many Asian economies’ strong growth momentum in the past year. But heading into 2024, Asia's growth story should reignite.

Australians unprepared for $3.5 trillion wealth transfer

A new report suggests that Australians are ill prepared for the largest intergenerational wealth handover in history. It's estimated $3.5 trillion in assets will be transferred from Baby Boomers to their children by 2050.

Mid-caps deserve a closer look

Like the proverbial middle child, global mid-caps tend to be overlooked and underappreciated. However, mid-caps offer potentially more growth than large caps and less risk and volatility than small and micro-caps.

Where investors should look given mixed economic picture

Australia's economic backdrop looks favourable compared to other developed markets, but the ASX has been one of the worst performing indices this year. That's opening up opportunities in consumer staples and small cap stocks.

Dealing with retirement anxiety

Many people will transition into retirement earlier than expected and while anxious at first, once people enter retirement and settle into a new rhythm, there is a more relaxed acceptance of their circumstances.

The runway to retirement is shorter than expected

Our new study suggests most older Australians are not actively planning for the final chapters of their working life. And the runway to retirement is shorter than expected – most of us don’t work for as long as we intend to.

It's time to question investment truisms

There aren't many investment adages that last the test of time. We've identified the perceived truisms of this generation of investors that are likely to come under scrutiny following a horrible year for markets.

Why it's better to be too early than too late

We are at a moment in the cycle for both bonds and stocks where investors are afraid to commit in case prices fall further, but they will not care about buying 200 points too soon when the market is 500 points higher.

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Rethinking equity diversification in an era of geoeconomic fragmentation risks

Fragmentation of the global economic, technological and security orders has the potential to impact international capital flows and could justify more geographically diversified equity positioning.

Analyst survey 2025

Fidelity's annual Analyst Survey shares insights on artificial intelligence, China, and the new administration in the White House, along with compelling investment ideas from Fidelity International's more than 100 analysts across the world.

Next Generation: Rewriting the rules of engagement

The next generation is starting to rewrite the rules of engagement in the financial services industry. Advisers who can demonstrate expertise in emerging investment vehicles, sustainable investing and digital engagement will be better positioned to serve this new generation of investors.

Outlook 2025: The divergence dividend

Fidelity's 2025 Annual Outlook examines the different macro scenarios that could play out in 2025 and provides an insight into how they are looking to position across the world's major asset classes as we head into a new year.

A practitioner's guide to investing in the energy transition

Constructing a carbon neutral economy – quickly – can seem so complex that it raises the question: where do you even start? Investors face the same conundrum. This guide offers some clarity by looking at what the transition means in practical terms as an investment theme.

New life, old life

Most older Australians are not actively planning for the final chapters of their working life. While many find the time to plan the lifestyle and financial aspects of their future retirement, too few take positive action to improve the circumstances of the inevitable wind-down phase of their working lives.

Outlook 2023: An investor’s guide to the year ahead

Markets want to believe that central banks will blink and change direction, negotiating the economy towards a soft landing. But in our view, a hard landing remains the most likely outcome in 2023.

Pathway to women's financial independence

While many women feel trapped by their financial situation and lack the confidence or knowledge to break out of their circumstances, women are highly motivated to achieve financial independence. Differentiated and tailored financial advice is key to having an overall positive impact on their lives.

Retirement: The now and the then

More Australians are moving away from the dream of early retirement with pre-retirees planning to work longer after the age of 67, according to Fidelity's new report, developed in conjunction with independent research firm, MYMAVINS.

The case for demographics

Better lives, longer lives, more lives - three megatrends shaping global growth. These trends are long term and highly predictable, which in a world of constant change provides us with a compass for investing in the future.

Interest rates, house prices, super: keys to Australia's household wealth

Changes in the ‘wealth effect’ are a key factor in assessing the outlook for the Australian economy due to a large share of our economy being driven by household consumption.

COVID joins the dots to collaboration and decentralisation

In the first of a two-part piece, Portfolio Manager Amit Lodha discusses how the current COVID-19 pandemic is shaping a future where collaboration and decentralisation may become cornerstones for the way companies work.

Waste Side Story: The other side of consumption

By 2050, the World Bank predicts that waste growth could be twice as fast as population growth and, if not managed correctly, will have a devasting impact on our lives and the planet.

The new economic order

The Covid-19 crisis will trigger a step-change in policy, accelerate existing trends and transform investment frameworks. Government intervention, fiscal activism, corporate governance and sustainability, and continued Asian economic strength will characterise this new order, creating opportunities out of dislocation.

10 tips for investors in uncertain times

With the volatility in markets at the moment, Fidelity has outlined 10 key principles to help investors keep their wits about them in this handy infographic.

Most viewed in recent weeks

The case for the $3 million super tax

The Government's proposed tax has copped a lot of flack though I think it's a reasonable approach to improve the long-term sustainability of superannuation and the retirement income system. Here’s why.

7 examples of how the new super tax will be calculated

You've no doubt heard about Division 296. These case studies show what people at various levels above the $3 million threshold might need to pay the ATO, with examples ranging from under $500 to more than $35,000.

The revolt against Baby Boomer wealth

The $3m super tax could be put down to the Government needing money and the wealthy being easy targets. It’s deeper than that though and this looks at the factors behind the policy and why more taxes on the wealthy are coming.

Meg on SMSFs: Withdrawing assets ahead of the $3m super tax

The super tax has caused an almighty scuffle, but for SMSFs impacted by the proposed tax, a big question remains: what should they do now? Here are ideas for those wanting to withdraw money from their SMSF.

The super tax and the defined benefits scandal

Australia's superannuation inequities date back to poor decisions made by Parliament two decades ago. If super for the wealthy needs resetting, so too does the defined benefits schemes for our public servants.

Are franking credits hurting Australia’s economy?

Business investment and per capita GDP have languished over the past decade and the Labor Government is conducting inquiries to find out why. Franking credits should be part of the debate about our stalling economy.

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