January 2023
Andrew Marchese, Fidelity CIO and Portfolio Manager, discusses key themes that may shape markets in 2023.
David Wolf, David Tulk and Ilan Kolet offer answers to frequently asked questions as we move into 2023.
While the challenges that made markets volatile in 2022 are likely to persist in the new year, emerging markets are well positioned, given their economies’ underlying structural growth prospects and the lessons learnt from the past.
November 2022
Portfolio Manager David Tulk shared his asset allocation outlook for the fourth quarter of 2022.
A hard landing looks increasingly likely due to tightening financial conditions, the soaring dollar, an energy crisis in Europe, and China’s weak economy.
Kim Politzer, Head of Research for European Real Estate at Fidelity International, discusses how Europe’s regulatory drive toward net zero is creating investment opportunities in the European commercial real estate landscape.
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.
