Fidelity Australia

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

can feel like a sheep. Until it bites like a wolf.For years, markets have typically rewarded investors for owning what...
23/08/2026

can feel like a sheep. Until it bites like a wolf.
For years, markets have typically rewarded investors for owning what's already working. But when everyone crowds into the same trades, momentum can quietly become the biggest source of portfolio risk.
The key question for advisers isn't whether momentum has worked. It's how much of your portfolio is relying on it.

In our latest Sound Bites podcast, Portfolio Manager for the Fidelity Research Global Equities Fund, Matt Jones explores the "wolf in sheep's clothing" hiding in today's markets and why having differentiated sources of alpha matters now more than ever.

Listen now: https://ow.ly/cZoO50ZCiu6

What a fun day for some of our team who volunteered at the Bernardos Peter Pan Op Shop this week, supporting the circula...
31/07/2026

What a fun day for some of our team who volunteered at the Bernardos Peter Pan Op Shop this week, supporting the circular fashion economy and children, young people and their families through Barnardos Australia.

The sale starts TODAY and will run until Sunday afternoon. If you're interested in supporting Bernardos (and grabbing a bargain), information can be found here: https://www.barnardos.org.au/event/peter-pan-op-shop/

The AI trade has fuelled Asia’s rally, but concentration risk is rising.As Gary Monaghan, Investment Director for Asian ...
29/06/2026

The AI trade has fuelled Asia’s rally, but concentration risk is rising.

As Gary Monaghan, Investment Director for Asian Equities, highlights, a handful of semiconductor giants are doing the heavy lifting, leaving the rest of the market behind.
Listen in as Lukasz de Pourbaix unpacks what that means for diversification, risk, and where opportunities might emerge next.

Listen now: https://ow.ly/T1jy50ZitZ2

21/06/2026

Asia Pacific’s outlook is being defined by two powerful trends: an energy shock and the artificial intelligence build-out. Could Australia be a winner?

Get our Mid-Year Outlook now: https://www.fidelity.com.au/learning-hub/outlook/

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

Address

Level 17 60 Martin Place
Sydney, NSW
2000

Opening Hours

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

Website

Alerts

Be the first to know and let us send you an email when Fidelity Australia posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Fidelity Australia:

Shortcuts

Share

Category