April 2022
As risks peak, it’s an opportune time to invest in EM.
Portfolio Managers David Wolf and David Tulk delve into where they’re seeing opportunities at a time when central banks continue to grapple with persistently higher inflation, and geopolitical stresses are affecting market mechanics and economic growth.
March 2022
Giles Anderson, Director, Fidelity Clearing Canada, discusses leading research and recent trends in digital currencies. Jurrien Timmer, Director of Global Macro, Fidelity Investments, discusses the evolution of Bitcoin and why it may be considered, alongside other alternatives, as part of an investment portfolio.
Green sovereign debt issuance is on the rise and could dramatically improve liquidity and standards across the green bond market as a whole. Investor demand is high, but it is important both not to overpay for green sovereigns and to monitor what issuers do with ‘green’ funds.
February 2022
A year on from the shot in the arm provided by the arrival of vaccines, overall, companies are entering 2022 in a position of improved financial strength and still-positive management sentiment, according to the 156 Fidelity International analysts surveyed about coming trends. However, pandemic fallout, market weakness and a spaghetti junction of other challenges will test their resilience in the coming months.
Don’t miss this chance to hear from Fidelity’s top-ranked tactical fixed income portfolio manager, Jeff Moore, as he dives into a lively discussion and provides valuable insights on how institutional investors can maximize portfolio yield without introducing materially more risk in their plans.
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.
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.
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