US-Iran conflict update: the “messy” part of the “resolution”
Recent days’ escalation over the Strait of Hormuz reinforces Fidelity’s view that a messy resolution is the most likely outcome to the conflict.
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About
Fidelity International
As an independent asset manager, we have the freedom to deploy our research expertise to best meet the long-term interests of our clients.
Research-powered investing goes beyond security selection – it encompasses active decision making across portfolios, vehicles, and delivery models.
Discover how our holistic suite of research-powered capabilities can help you achieve your financial goals.
Latest Articles
Beyond the mega caps: broadening the EM investment lens
Emerging market equities are back in the spotlight and, while many of the largest constituents remain…
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Inflation from the Gulf conflict is on its way – Analyst Survey
Fidelity International’s analysts reveal which sectors are most exposed to rising costs caused by the ongoing…
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Podcasts & Videos
Market insights
Fidelity International | Market minutes – Positioning beyond the AI rally
12 views • 4 months ago
Technology and AI continue to drive markets, but concentration risks are growing. Chris Forgan explains how we're positioning portfolios for a broader market rally.
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Analysis & opinion
Fidelity International | Market Minutes: Rebalancing for resilience
4 views • 5 months ago
Fidelity explores the SpaceX IPO and continued strength in the AI theme, while highlighting rising concentration risks and the case for broader exposure to enhance portfolio resilience.
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Analysis & opinion
Fidelity International | Market Minutes: Emerging Markets in focus
8 views • 5 months ago
This update reviews market changes and outlook, Middle East conflict impacts on energy, inflation, growth, and highlights Brazil’s compelling investment opportunity.
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