February 2022
Portfolio managers David Wolf and David Tulk delve into where they’re seeing opportunities in 2022 and beyond.
January 2022
A guide to the year ahead for the global economy, multi asset, equities, fixed income and real estate.
An investor’s guide to the year ahead across environmental, social and governance (ESG) factors - including the key themes of deforestation, the just transition and double materiality.
December 2021
The possibility of an attractive and stable income return has been one of the main drivers of growing demand for direct exposure to real estate, particularly among institutional investors. But the pandemic has triggered changes in the way real estate is used and the factors that drive success when investing in this sector.
November 2021
Kim Politzer, Director of Research, European Real Estate provides insight into how Fidelity Real Estate approaches assessing income risk and the importance of knowing your occupier.
A key advantage of China’s onshore green bonds that sets them apart from other markets is the lack of price premium over comparable non-green issues.
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.
As China Evergrande has sunk deeper into a quagmire of debt, markets have been rattled by fears of potential contagion. But the property developer’s woes are better understood as a controlled explosion, rather than an unexpected disaster.
October 2021
An inflationary environment requires a different approach to diversification and risk management in multi-asset class funds. In their latest paper, David Wolf, David Tulk and Ilan Kolet outline how they prepared for this environment with the goal of maximizing return and managing risk for Canadian investors.
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