Russia’s invasion of Ukraine has raised the threat of Russian cyberattacks on businesses, and underscores the critical importance of cybersecurity to all industries.
Historical analysis and forward-looking asset return estimates argue for greater diversification away from nominal Treasuries amid financial repression.
Emerging markets are a very diverse set of countries and regions, and provide ample opportunity to generate alpha.
Green sovereign debt issuance is on the rise and could dramatically improve liquidity and standards across the green bond market as a whole. Investor demand is high, but it is important both not to overpay for green sovereigns and to monitor what issuers do with ‘green’ funds.
The overwhelming majority of Fidelity International analysts report a growing emphasis on environmental, social and governance (ESG) issues among the companies they cover. But as they focus more on ESG, companies are starting to realize the scale of the challenge ahead.
The devastating war in Ukraine has dramatically increased the need for energy independence in the European Union, which announced a plan to reduce its reliance on Russian gas. This will require more use of fossil fuels in the short term, but long-term should accelerate the switch to renewables.
Fidelity International's investment team sets out the three themes it expects to dominate the second quarter as the global order is redefined and stagflation risks intensify.
Emerging markets have historically presented strong opportunities to capture higher returns within its fast-growing regions. But with increasing challenges - growing geopolitical risks, a surge in commodity prices adding to already prevailing inflationary pressures and a slowdown in China - does the thesis for investing in emerging markets still hold true?
Central banks are set to rapidly raise interest rates to bring inflation under control. How may these rate hikes impact the performance of financial markets? In their latest paper, David Wolf, David Tulk and Ilan Kolet explore the impacts of rate hikes and how they are positioning their Canadian multi-asset class funds for Canadian investors.
As risks peak, it’s an opportune time to invest in EM.