News and Research

Special Report:
Investing Beyond Style with Fidelity

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With 95% of the benchmark under active analyst coverage, Christine Baalham and Tom Record focus on combining the best ideas from Fidelity's research network rather than making macro or style calls.
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Fidelity’s Christine Baalham and Tom Record argue that both the world's largest industrial gas supplier and a major US railroad are undergoing structural change that the market has not yet fully reflected in their valuations.
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With benchmarks increasingly narrow and passive allocation continuing to grow, Fidelity’s Rebecca McVittie argues that the same concentration driving recent gains introduces meaningful fragility the moment market sentiment turns.
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Fidelity Global Special Situations manager Tom Record describes how his team frames questions before each meeting, debates findings over dinner and decides whether an idea earns a place in the portfolio.
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Funds in this series

 

Fundswire

The investment outlook for the second half of 2026

Kepler Trust Intelligence
03 August 2026

House View Update: Fed hikes back in focus

Allianz Global Investors
03 August 2026

Uncovering Trusts – Murray International Trust

Aberdeen Investments
31 July 2026

A whole new world

Kepler Trust Intelligence
31 July 2026

The changing of the guard

Kepler Trust Intelligence
31 July 2026

Scottish Mortgage Portfolio Update Q2 2026

Baillie Gifford
30 July 2026

Where we really are in the AI cycle

Polar Capital
30 July 2026

Banging the drum

Kepler Trust Intelligence
30 July 2026

Partner research

Contrarian investing

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