October 2021
The relative value of U.S. and emerging market equities is a “fulcrum issue” facing multi-asset investors in the years ahead.
Climate change, and the drive to reduce carbon emissions, must be incorporated into long term capital market assumptions for complete picture of returns. This paper outlines the main considerations.
The political uncertainty facing many resource-exporting developing economies means the close relationship between commodity prices and emerging market currency returns has broken down.
Fidelity International’s latest monthly analyst survey reveals that the outlook for management sentiment is moderating as the pace of economic recovery slows and costs continue to rise.
September 2021
There are opportunities where long term growth remains intact
Reducing emissions in line with the Paris Agreement will require most existing buildings to be retrofitted to make them greener. While the cost of doing so will affect returns, the cost of delay is likely to be far greater. Investors, therefore, may wish to consider how much return they are prepared to forego in the short term to protect long-term asset values.
Fidelity’s top ranked fixed income portfolio managers Jeff Moore and Michael Plage dive into a lively discussion and provide valuable insights on how institutional investors can maximize portfolio yield without introducing materially more risk in their plans.
Asia has been among the top destinations for growth investors in recent decades. Now we believe it could become one of the top markets for investors driving sustainable change. With the right sort of research, engagement and understanding of local issues, sustainability-focused investors can work with Asian companies to improve their ESG credentials, thereby increasing their longer-term return potential.
August 2021
David Tulk and Ilan Kolet discuss expectations of rising inflation and what it means for investment portfolios and asset allocation.
July 2021
Institutional investors are known for being able to play the long game but sometimes something so fundamental changes in assumptions that a rethink may be in order. The impact of unprecedented quantitative easing undertaken by the world’s central banks is leading many investors to wonder what to do with their fixed income allocations amid an environment where long term return assumptions of 4-6 percent seem widely far-fetched.
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