Fidelity International

April gave us fresh highs in equity markets, and there is justification for it. Economic and corporate earnings data are indicating that we could be in moving into a global economic boom.

Japanese companies generally have lower sustainability scores than their European counterparts. From our analysis and engagement with companies, we believe this is not due to any fundamental differences in strategy.

We consider the opportunities for bond investors that could arise from President Joe Biden’s plans to decarbonise the world’s largest economy.

Surging ecommerce use during the pandemic comes with the environmental costs of increasing waste from packaging and emissions from delivery vehicles.

Despite the worst recession for decades, equity markets have surged to record levels. While this may seem odd, it is justified by exceptional expected earnings growth.

Too many investors simply view sustainability as a broad-brush approach and look at the ESG profile of a company’s final product rather than its entire value chain. […]

European firms are leading the way to net zero, according to our global survey of Fidelity International analysts. Yet, sustainability continues to climb the agenda in North America and elsewhere, and other regions try to catch up.

The ups and downs in equity markets often leave investors confused about which style to favour. But they do not have to choose between value or growth. A blend approach can combine the best of both, leading to a smoother investment journey over time.

Investors keen to see whether China’s bull market can keep charging ahead in the lunar Year of the Ox will be focused on the sustainability of economic recovery and the pace of possible monetary tightening.

Earnings continue to recover but at an uneven pace. Certain value areas look attractive, while ESG factors are helping to drive performance.