September 2022
Better late than never, the world is waking up to the urgent threat to biodiversity and natural capital. Investors have a crucial role to play in the fight to maintain vital ecosystems - and a huge opportunity to seize.
August 2022
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.
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.
July 2022
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.
Andrew Marchese, Fidelity CIO and Portfolio Manager, discusses the latest on various Canadian sectors, such as financials and energy, and how to invest safely in today’s turbulent economic landscape.
June 2022
Russia’s invasion of Ukraine has raised the threat of Russian cyberattacks on businesses, and underscores the critical importance of cybersecurity to all industries.
Jurrien Timmer, Director of Global Macro, explores valuations, earnings estimates and inflation expectations to understand the latest market correction.
Historical analysis and forward-looking asset return estimates argue for greater diversification away from nominal Treasuries amid financial repression.
May 2022
Emerging markets are a very diverse set of countries and regions, and provide ample opportunity to generate alpha.
The overwhelming majority of Fidelity International analysts report a growing emphasis on environmental, social and governance (ESG) issues among the companies they cover. But as they focus more on ESG, companies are starting to realize the scale of the challenge ahead.
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