Fidelity Investments

www.fidelity.com

900 Salem Street, Smithfield, RI 02917

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

About Fidelity Investments

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 an AUA of $15.1 trillion, including discretionary assets of $5.9 trillion as of December 31, 2024, we focus on meeting the unique needs of a diverse set of customers. Privately held nearly 80 years, Fidelity employs 77,000+ associates who are focused on the long-term success of our customers.

Learn more about Fidelity Investments

PLATINUM + MEMBER

Abstract geometric pattern of reflective glass surfaces with teal, yellow, and black shapes creating a modern, futuristic architectural design.

ARTICLE

Fidelity Investments | 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.

ARTICLE

Fidelity Investments | 10/10/25

Fixed Income Insights: Monthly commentary - October 2025

ARTICLE

Fidelity Investments | 10/06/25

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

ARTICLE

Fidelity Investments | 10/06/25

Unsustainable Debt: Strategic Asset Allocation for a New Era

PODCAST

Fidelity Investments | 07/28/25

Opportunities in Emerging Market Corporates with Fidelity's EM Debt Team

Tim Gill and Juan Tavarez of Fidelity Investments join the podcast to discuss opportunities in emerging market corporates and how insurance investors can navigate risk and find value.

PODCAST

Fidelity Investments | 07/18/25

Growth Has Consequences: Direct Lending at Scale

Audie Apple, Head of Equity Capital Formation at Fidelity Direct Lending, joins the podcast to discuss the rapid growth of direct lending, structural market shifts, and what investors need to watch as the asset class scales.

ARTICLE

Fidelity Investments | 06/20/25

Exploring Opportunities in Private Real Estate

ARTICLE

Fidelity Investments | 06/11/25

Fixed Income Insights: Monthly Commentary - May 2025

ARTICLE

Fidelity Investments | 05/23/25

Market Volatility May Boost Distressed Credit Opportunities

PODCAST

Fidelity Investments | 03/14/25

Episode 284: Bonds, Benchmarks, and Beyond: An Insider's Perspective on Fixed Income Investing

Christine Thorpe of Fidelity Investments explores core fixed income, market trends, and sector positioning with Fidelity Investments.

ARTICLE

Fidelity Investments | 12/24/24

2025 Outlook: Five potential surprises for the economy and markets

ARTICLE

Fidelity Investments | 12/23/24

Finding extra yield potential in real estate mezzanine debt

Explore the potential for attractive risk-adjusted returns in a misunderstood part of the market, real estate mezzanine debt.

ARTICLE

Fidelity Investments | 12/23/24

Direct Lending: Does borrower size matter?

PODCAST

Fidelity Investments, Principal Asset Management, StepStone Group | 12/09/24

Episode 260: Behind the Numbers: Insights from Quant Experts at Principal Asset Management, StepStone Group, and Fidelity Investments

Discover how quantitative methods are reshaping portfolio construction, liquidity management, and private market strategies for insurance asset managers on the InsuranceAUM.com Podcast.

PODCAST

Fidelity Investments | 11/21/24

Episode 257: High Yield Real Estate Lending: Navigating the Shifting Landscape

Explore the state of high-yield real estate lending with insights into private capital, middle-market opportunities, and Fidelity’s real estate debt strategies.

ARTICLE

Fidelity Investments | 09/25/24

Emerging Opportunities in Real Estate Debt

PODCAST

Fidelity Investments | 04/03/24

Episode 205: Direct Lending with Fidelity's David Gaito

David Gaito is the Head of Direct Lending at Fidelity Investments.

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