Insights library

Webcast: 2023 Global macro outlook

January 2023

For Fidelity Canada Institutional’s quarterly discussion on global macro events, Jurrien Timmer, Fidelity’s Director of Global Macro, offers insights to better understand what’s moving the markets around the world and how to be better prepared for what may be next.

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Webcast: CIO Perspectives: 2023 outlook

January 2023

Andrew Marchese, Fidelity CIO and Portfolio Manager, discusses key themes that may shape markets in 2023.

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15 questions to start 2023

January 2023

David Wolf, David Tulk and Ilan Kolet offer answers to frequently asked questions as we move into 2023.

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Outlook 2023: Global Emerging Markets strategy

January 2023

While the challenges that made markets volatile in 2022 are likely to persist in the new year, emerging markets are well positioned, given their economies’ underlying structural growth prospects and the lessons learnt from the past.

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Outlook 2023 - Navigating the polycrisis

December 2022

Navigating 2023 successfully requires the mindset that markets are forward-looking and sentiment will rise before the data shows the economy to be on an improving track. Here we share a comprehensive guide to the year ahead for the global economy, multi asset, equities, fixed income, and real estate.

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The 2022 Real Estate Roundtable: Real Estate Roundtable

December 2022

Real estate investments offer strong diversification benefits versus other asset classes, particularly in periods of heightened economic risk.

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Energy crisis: occupiers see value in green buildings

November 2022

With the European energy crisis set to deepen this winter, newer, greener buildings with smaller energy footprints are becoming more attractive to occupiers as they become relatively more affordable on an overall cost-of-occupancy basis.

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ESG ratings: Seeing the value in divergent views

November 2022

Ratings that score companies based on environmental, social and governance (ESG) factors have come under fire because they often diverge or disagree from one provider to the next. However, not all ESG ratings are created equal, and we see a case to be made for a diversity of approaches to how investors assess a company’s sustainability.

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

November 2022

Asset returns in general over the next 20 years are expected to be lower than long-term averages, with stocks likely to outperform bonds and emerging markets likely to boast the highest returns.

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