September 2022
For investors trying to unpack a topic as complicated as sustainability, having a single ESG score for companies isn’t enough.
With rising rates and volatile markets, ensuring fixed income portfolios generate sufficient returns while managing risk effectively is a priority for many institutional investors. Don’t miss this chance to hear from Fidelity’s top-ranked tactical fixed income portfolio manager, Jeff Moore, for a lively discussion as he shares his expert perspective on the fixed income environment.
BHP Group’s decision to wind down its Mount Arthur coal mine rather than sell to a private buyer will shorten the mine’s operating lifespan and reduce overall expected carbon emissions. It underlines how a strategy of running down coal mines beats divestment for real world carbon impact.
Better late than never, the world is waking up to the urgent threat to biodiversity and natural capital. Investors have a crucial role to play in the fight to maintain vital ecosystems - and a huge opportunity to seize.
August 2022
On August 10, Fidelity Portfolio Managers David Wolf and David Tulk shared their asset allocation outlook for the third quarter of 2022 and what lies ahead.
The government’s will to reform a wayward real estate industry is balanced against the more urgent task of reviving a slowing economy, but Fidelity International thinks upstream ancillary sectors - and underlying demand fundamentals - could still offer growth opportunities for the near and long term.
In the heightened tensions of the current geopolitical environment, the debate around sustainable investing has intensified. On the ground, Fidelity International’s 2022 ESG Analyst Survey provides signs of how companies are making progress, but much more needs to be done.
Surging inflation, hawkish central banks and the war in Ukraine have dominated global markets through the first half of 2022. In response, central banks have sought to strike a balance between reducing inflation by tightening financial conditions and mitigating the impact on economic growth. This quarter could prove a turning point in that approach.
July 2022
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.
Andrew Marchese, Fidelity CIO and Portfolio Manager, discusses the latest on various Canadian sectors, such as financials and energy, and how to invest safely in today’s turbulent economic landscape.
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