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Warehouses are stockpiling a real estate value play
The European logistics market has so far missed out on the green revolution underway in the real estate sector. But with clear cost benefits emerging for sustainable assets and a valuation repricing on the way, now is the time to reduce the carbon footprint of one of real estate’s biggest segments.
David Wolf, David Tulk and Ilan Kolet: Five Questions and Five Charts
Last quarter David Wolf, David Tulk and Ilan Kolet answered fifteen of their most frequently asked questions. This quarter, with the help of a few of their favourite charts, they’ll answer some more.
Navigating the polycrisis - Part II
Recession over the next 12 months looks increasingly likely across developed markets, as tightening monetary conditions begin to put significant strains on financial systems.
European commercial real estate remains more robust than U.S.
Fears are growing about the next pressure point on US banks emanating from the commercial real estate space, but in Europe not only is the office sector more resilient, most banks are also less exposed to any sharp stresses.
How to invest for China’s next phase
China’s annual March legislative sessions are likely to reinforce the primacy of ensuring stable economic growth, and we expect the party leadership to back this up with accommodative policy settings.
Fulcrum Issues: Equity Returns and Inflation
Potential paths of equity performance in inflationary periods.
Webcast: 2023 Global asset allocation outlook
Join Portfolio Manager David Tulk as he shares his asset allocation outlook for 2023.
Timmer: Expecting more market chop in 2023
We may see a sideways, volatile market in the coming year.
Webcast: 2023 Global macro outlook
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.