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

04/03/26

PRIVATE CREDIT MARKET UPDATE

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

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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.

12/24/24

2025 Outlook: Five potential surprises for the economy and markets

The two-year drop in U.S. inflation rates might not continue in 2025 due to persistent inflation pressures and the potential for new ones.

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.

12/23/24

Direct Lending: Does borrower size matter?

Defaults are generally viewed as a sign of an imminent loss, but not all defaults are the same.

09/25/24

Emerging Opportunities in Real Estate Debt

Investor sentiment towards commercial real estate (CRE) has improved markedly since reaching a multiyear low in 2022, overcoming several investor concerns and setting the stage for potential investment opportunities in 2024 and 2025.

02/26/26

High Yield Real Estate Lending: 2026 Outlook

Bill Maclay, Portfolio Manager at Fidelity, joins the podcast to explore how insurers are navigating high yield real estate debt, construction lending, and credit risk in 2026.

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.

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.

03/14/25

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.

12/09/24

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.

11/21/24

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.

04/03/24

Direct Lending with Fidelity's David Gaito

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

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