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On our way home

June 2025

After more than a decade, the GAA team is making a shift back into Canadian assets. They see the push away from the U.S. as more likely a durable shift rather than a transitory phenomenon, potentially ushering in a new global investment regime.
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Manage-to-green: Sustainable opportunities in European logistics

June 2025

Opting to renovate existing real estate logistics assets can help accelerate the decarbonization pathway of a real estate portfolio while improving risk-adjusted returns potential. Through our manage-to-green approach, we highlight how Fidelity International’s pan-European climate impact logistics strategy is tapping into this compelling opportunity.
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Second-quarter global investment outlook: The post-trade trades

May 2025

A volatile start to the year has recalibrated markets. This invites a regionally diversified approach.
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Second-quarter Asia Investment outlook

April 2025

Subdued inflation and resilient growth should make Asia an attractive destination for investors in the coming months.
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Asia will fare best: on tariffs and trade tensions

April 2025

Geography matters when it comes to trade, according to Fidelity International’s analysts. The further east you go, the fewer expect tariffs to have an adverse effect on their companies.
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How much Canada should Canadian investors own?

April 2025

Where Canadian investors were once restricted, they’ve been spurred on to draw down their exposure to Canadian assets, in part due to strong U.S. investment performance, a volatile interest rate environment and acute macroeconomic headwinds faced by the Canadian economy.

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Elbows up

March 2025

Elbows have gone up in Canada and abroad in response to the dramatic change in the US policy environment. Markets have likewise become irritable. As investors, we must not overreact to the flow of breathless and often contradictory headlines. But it is also important not to underreact.
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2025 Analyst survey: Aircon – The new symbol of India’s growth story

March 2025

Improvement in everyday life is being signalled by something more practical in India’s scorching climate - a green flag for leading white goods companies.
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2025 Analyst survey: Don’t write off legacy carmakers

March 2025

Investors are turning their backs on traditional carmakers as they appear to fall further behind dedicated electric manufacturers. Their thinking is misguided - and that leaves carmakers undervalued.
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2025 Analyst survey: Introduction – Model me this

February 2025

Our annual Analyst Survey is your bottom-up guide to this changed regime, with insights on AI, China, and the new administration in the White House, along with compelling investment ideas from Fidelity International's more than 100 analysts across the world.
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