Fidelity Investments | InsuranceAUM.com

Fidelity Institutional offers investment insights, strategies, and solutions as well as trading and prime brokerage services, to a wide range of wealth management firms, asset managers, and institutional investors. Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. With AUA of $18.0 trillion, including managed assets of $7.1 trillion as of December 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 80 years, Fidelity employs more than 80,000 associates who are focused on the long-term success of our customers.

Fidelity Investments

245 Summer Street
Boston, MA 02210

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1946

Year Founded

$7.1T

Managed Assets

Countries Served

William Johnson
Head of Institutional Large Market Sales
William.R.Johnson@fmr.com
773-454-4100

08/26/26

QUARTERLY MARKET UPDATE

Fidelity's quarterly market outlook, presented by Fidelity's Asset Allocation Research Team (AART) uncovers major themes in the global financial markets, as well as investment insights and market forecasts for the quarter.

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08/26/26

Quarterly Market Update

08/17/26

Third Quarter 2026 Active Equity Allocation Report

Explore Fidelity's third quarter 2026 Active Equity Allocation Report.

08/17/26

Fixed Income Insights: Monthly Commentary

Explore Fixed Income Insights: Monthly Commentary to get the latest on the U.S. markets, the yield curve, and reviews of the investment-grade and high-yield sectors.

07/24/26

Third Quarter 2026 Quarterly Market Update

Global markets broadened in the second quarter as gains extended beyond large-cap stocks into small caps, emerging markets and fixed income. Fidelity’s Asset Allocation Research Team examines economic resilience, AI-driven investment, market valuations and the role of bonds in diversified portfolios.

04/03/26

Private Credit Market Update

Despite recent headlines, private credit remains a compelling asset class.

03/03/26

Subordinate Debt and the New Era of Real Estate Investing

Strong fundamentals, constrained bank lending, and reset property values have created opportunities for private credit investors

02/19/26

Thoughts on the Software Reset for Private Credit

Fidelity’s direct lending team explores current conditions for software equities following a sharp decline, and where they are finding opportunities in more resilient segments of the market.

11/19/25

Direct Lending: The Missing Ingredient Within a Strategic Credit Allocation

Structural bifurcation offers attractive opportunities in the traditional middle market; secular conditions support credit allocations and exposure across the high-yield spectrum.

10/10/25

Fixed Income Insights: Monthly commentary - October 2025

This report provides insights into the economy's overall health and trends to watch, covering economic indicators such as GDP growth, manufacturing activity, labor market conditions, inflation rates, and consumer confidence.

10/06/25

Capital Market Assumptions: A Comprehensive Global Approach for the Next 20 Years

Our secular return expectation for U.S. equities is below the long-term average due to lower growth potential and higher starting valuations.

10/06/25

Unsustainable Debt: Strategic Asset Allocation for a New Era

The rise in interest rates, coupled with persistently high fiscal deficits, is creating further upward pressure on U.S. government debt levels that are already at record peacetime highs.

06/20/25

Exploring Opportunities in Private Real Estate

Private real estate markets – backed by solid fundamentals, durable income potential, attractive for long-term asset appreciation – may offer unique opportunities for investors.

06/11/25

Fixed Income Insights: Monthly Commentary - May 2025

05/23/25

Market Volatility May Boost Distressed Credit Opportunities

Market uncertainty amid tariffs, declining consumer sentiment, debt downgrades, and reduced interest coverage could present more distressed credit opportunities as capital structures that depend on low interest rates have shown some early warning signs of trouble.