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Tactical fixed income allocation strategies
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.
Running down coal mines beats selling them
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.
China’s property downturn may have found a floor
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.
Keeping the ESG revolution moving
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.
Q3 Investment Outlook: The Great Reset
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.
What’s moving the markets and what lies ahead
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.