Fidelity Australia

Fidelity Australia Established in 1969, we offer world-class investment solutions and retirement expertise.

With markets being reshaped by , shifts and changing , how can investors cut through the noise to find real earnings...
14/05/2026

With markets being reshaped by , shifts and changing , how can investors cut through the noise to find real earnings growth?

That question took centre stage at today’s in Sydney, where James Abela, Portfolio Manager of the Fidelity Global Future Leaders Fund, joined a panel to explore “The Earnings Compass: Navigating global small caps in a dispersion-driven world.”

Thanks to Lonsec to hosting a great conversation.

We’re proud to share that Fidelity has been named a finalist for Campaign of the Year in 3 categories at the Financial S...
30/04/2026

We’re proud to share that Fidelity has been named a finalist for Campaign of the Year in 3 categories at the Financial Standard 2026 MAX (Marketing, Advertising and Sales Excellence) Awards 🎉

✅ ETFs: Driving Growth and Diversification Beyond US Large Caps
✅ Financial Education: Navigating the AI Boom – A Framework for Investing
✅ Managed Funds: Finding Tomorrow’s Future Leaders, Today

Recognition from our peers across the industry makes this especially meaningful. Thank you Financial Standard for the opportunity to recognise excellence, creativity and impact across financial services marketing in Australia.

👉 Vote here before Friday, the 8th of May: https://ow.ly/YKaZ50YS7ja

22/04/2026

In this environment, the quality of insight becomes a defining advantage. It is no longer enough to observe markets. Investors need to understand what is changing beneath the surface, and why.

Discover our research advantage: https://ow.ly/mgea50YKO70

19/04/2026

50 questions. 122 analysts. 20,000 company meetings. We surveyed our global research teams to help investors understand how key themes could play out across portfolios.

This year, our annual Analyst Survey explores:
- Why China’s hold on Rare Earths can’t easily be undone
-The impact of politics, policy and unpredictable regulation on Healthcare
- Why the AI story is far from over
- Where corporate confidence remains strong, and how inflation and geopolitics are shaping the outlook
- Where resilience is emerging in EM

Read the findings https://ow.ly/FvuX50YKO1K

Quality hasn’t failed. It’s cyclical.Quality investing has been through tough periods before, but this one ranks among t...
15/04/2026

Quality hasn’t failed. It’s cyclical.

Quality investing has been through tough periods before, but this one ranks among the longest and deepest in decades.

In this month’s Sound Bites Maroun Younes, Co Portfolio Manager for the Fidelity Global Future Leaders Fund unpacks why quality tends to lag when markets are dominated by optimism, risk taking and momentum, and why history suggests these phases won’t last forever.

Listen now: https://ow.ly/PsTX50YJsx6

Our annual Easter Café was back again this week, a little tradition we all look forward to each year.Hosted by our talen...
02/04/2026

Our annual Easter Café was back again this week, a little tradition we all look forward to each year.

Hosted by our talented baristas - David Midolla, Sam Heithersay and Sean Gordon, the office was treated to great coffee, hot cross buns and easter eggs.

Wishing our staff and clients a lovely Easter break!

Japanese equities showed remarkable resilience in 2025, reaching new highs despite volatility from US tariff shifts, sup...
24/02/2026

Japanese equities showed remarkable resilience in 2025, reaching new highs despite volatility from US tariff shifts, supported by solid corporate fundamentals. Japan’s shift toward sustainable, wage driven inflation and a cautiously accommodative Bank of Japan further strengthened the backdrop. Looking ahead, ongoing structural reforms and improving capital efficiency position Japan for continued long term market momentum.

Read now: https://www.fidelity.com.au/insights/investment-articles/japanese-equities-proved-resilient-even-in-the-face-of-headwinds/?utm_medium=social-organic&utm_source=fb&utm_campaign=AU_2026_ISS-Wholesale_Awareness_Topic-Investing-in-Asia_Impressions_thought-leadership&utm_content=English_social_img_japan-resilliance

A big thank you to H&B for the opportunity to be part of their recent conference.Fidelity’s Paul Taylor and James Abela ...
22/02/2026

A big thank you to H&B for the opportunity to be part of their recent conference.

Fidelity’s Paul Taylor and James Abela joined a thoughtful discussion on Australia’s shifting equity landscape where “differentiation looks suspiciously similar” and holding Australia’s largest company is considered a contrarian play. They gave their thoughts on portfolio construction in a market where the rules appear to be changing.

13/01/2026

is no longer a future promise - it's driving real efficiencies and revenue today. Our research team looks at what artificial intelligence means for company fundamentals in the year ahead.

Discover our Analyst views on where AI is headed: https://ow.ly/TFgg50XSH6U

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Level 17 60 Martin Place
Sydney, NSW
2000

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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