Fidelity International, formerly Fidelity Worldwide Investment, is a global investment management services company delivering mutual funds, pension management and fund platforms to private and institutional investors. The company offers its own funds and, through its platforms in a number of countries, other managers' funds.
Fidelity provides a range of active asset management solutions as well as large fund platforms offering access to Fidelity and other managers' funds and services for personal investors. Fidelity provides solutions to the ISA, SIPP and Defined Contribution Pensions markets, both for domestic schemes, multinational employers and their staff.
Fidelity International was originally established in 1969 under the name Fidelity International Limited. Since then, it has continued to operate as a private company owned by some of its employees and the Johnson family. It has three main office locations in the UK: London, Surrey and Kent.
Experts look to mid-year cuts
Christine Baalham and Tom Record resurface
Fixed income markets are approaching an inflection point amid signs of easing inflation and expectations of lower rates. As the impact of tight monetary policy edges the domestic economy towards recession, UK fixed income portfolio managers Kris Atkinson and Shamil Pankhania discuss why high-quality credit looks increasingly attractive to cautious income seekers.
Adjustment to a new environment
Chantalle Pelletier and Emma Haight join
Today’s investors face a challenging prospect of an oncoming recession and elevated market volatility, which may lead them to question their risk appetite and asset allocation. Against this backdrop, Fidelity’s fixed income team highlight the reasons why now is a good time to be allocating to cash in your investment portfolio.
The yield curve is inverted which offers investors an exciting opportunity to increase yield by taking less interest rate and credit risk. With the UK set to enter recession, Fidelity fixed income managers Kris Atkinson and Shamil Pankhania discuss why a defensive income offering looks attractive via short dated, high-quality corporate bonds
To create £1.2bn investment trust
£184m in assets under management
Will remain CEO over transition period