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In July, markets benefited from renewed clarity on the political and trade fronts, supported by the passage of the One Big Beautiful Bill Act and the conclusion of several trade agreements between the United States and its partners.

For each investment review, you will find an overview of the fund, the quarterly commentaries, the positioning and outlook as well as the investment process.

David Fingold shares his positioning of the Global Dividend (Dynamic) Fund. Jason Gibbs and Tarun Joshi provide an overview of the Global Infrastructure Fund (Dynamic) in the second quarter of 2025.

Discover the winning strategies of the second quarter and how they navigated through market turbulence.

In June, despite heightened volatility, investor concerns ultimately proved overstated, as key economic indicators remained resilient. In this context, most major asset classes posted positive returns for the quarter.

Discover the key takeaways of portfolio managers Mark Schmehl, David Wolf, David Tulk, Patrice Quirion and Dan Dupont at the Fidelity VISION+ event in May 2025.

For each investment review, you will find an overview of the fund, the quarterly commentaries, the positioning and outlook as well as the investment process.

Discover the winning strategies of the first quarter and how they navigated through market turbulence.

Discover the latest publication by Dan Rohinton, Portfolio Manager at iAGAM.

Discover the latest publications by Dan Rohinton, Portfolio Manager at iAGAM.