In a world that is constantly changing and evolving, investors are being challenged to reassess long-held assumptions. There is deep-seated fragmentation of the global order, driven by US and China policy shifts, which are expected to alter trade and capital flows.
In this environment of ongoing geopolitical tensions, tariff announcements and retractions, the road ahead is fraught with uncertainty and asset price volatility. For investors, it will require keeping a cool head and, now more than ever, ensuring you have a robust and diversified portfolio.
At Fidelity, we’ve been working on giving investors easy access to our investment expertise in markets that can help diversify portfolios and offer alternative growth sources. Over the past 18 months, we’ve launched five funds on exchange, all with proven track records across global small–mid caps, emerging markets, Asia, India and Australia.
Investors can also now access our 35+ years of global fixed income expertise via our Global Bond Fund and gain exposure to an actively managed portfolio of our best ideas in Japanese equities.
At Fidelity, through this uncertainty we will continue to foster a culture that maintains a productive outlook, relentlessly focused on delivering excellent client outcomes.
We embrace diversity, equity, and inclusion, striving to create a sense of belonging and identity to enhance our organisational culture, empowering individuals and promoting collaboration to deliver exceptional outcomes.
The Australian marketplace is regulated to protect the consumer, and good governance is a strength of Fidelity and integral to our strategy and success. We have strong governance frameworks in place to support critical thinking and decision-making, and a collective mindset to ensure accountability and consistency.
In my twenty years of experience in financial services, I have witnessed a shift in the investment industry via an ever-increasing level of competition and choice for investors. I have seen fashions and fads, booms and busts, from both the market and product perspectives.
When facing these challenges ahead, whatever they are, I believe it is important to stay focused on fundamentals and the tried-and-tested investment philosophies that build better financial futures. For Fidelity, that means research-driven active management, leveraging our local expertise and global scale to deliver strong long-term returns to our clients. By focusing on our core strengths, listening to our clients and fostering a collaborative team-based performance culture, we will be delivering better financial futures for many years to come.
