June 2025
After more than a decade, the GAA team is making a shift back into Canadian assets. They see the push away from the U.S. as more likely a durable shift rather than a transitory phenomenon, potentially ushering in a new global investment regime.
Opting to renovate existing real estate logistics assets can help accelerate the decarbonization pathway of a real estate portfolio while improving risk-adjusted returns potential. Through our manage-to-green approach, we highlight how Fidelity International’s pan-European climate impact logistics strategy is tapping into this compelling opportunity.
Andrew Marchese, Portfolio Manager and Fidelity’s Chief Investment Officer, shares his sentiments regarding today’s changing economic landscape and factors that may drive investment opportunities in the second half of 2025.
May 2025
A new investment framework to balance risk and growth.
Portfolio Manager Patrice Quirion shares how he is navigating the complex currents of today’s global markets and where there may be opportunity for diversification.
A volatile start to the year has recalibrated markets. This invites a regionally diversified approach.
April 2025
Subdued inflation and resilient growth should make Asia an attractive destination for investors in the coming months.
Geography matters when it comes to trade, according to Fidelity International’s analysts. The further east you go, the fewer expect tariffs to have an adverse effect on their companies.
Join Portfolio Managers Sri Tella and Lee Ormiston as they discuss how rate cut decisions and ongoing trade tensions could affect credit markets, and where they are identifying opportunities in times of volatility.
Where Canadian investors were once restricted, they’ve been spurred on to draw down their exposure to Canadian assets, in part due to strong U.S. investment performance, a volatile interest rate environment and acute macroeconomic headwinds faced by the Canadian economy.
