Fidelity - Fundamentals: When boring banking is better
For once, heavy regulation has been a boon to European banks amid the threats to US peers, says Fidelity International European banking analyst Michael Gaynor, as investors search for better-priced “quality” bets in the credit market.
Fidelity - Wild for sound: how new research is plugging biodiversity’s data deficit
What is measured is managed. But how do you measure biodiversity? We follow a French research team into the jungles of Borneo and discover the potential of analysing sound recordings to help investors and companies assess biodiversity risks.
Fidelity - Analyst Survey 2023: Inflation relief in sight
Fidelity International’s 2023 annual Analyst Survey shows that most of our analysts tracking companies on the ground believe cost pressures have already topped out, or will do so early in 2023.
Fidelity - China’s reopening and supply chains
Investors are watching closely as China emerges from three years of pandemic restrictions, but shifting supply chains are also a factor in the industrial rebound - and not necessarily an inflationary one.
Fidelity - ECB still hiking but markets are focusing on the end point
President Lagarde tries to deliver another hawkish shock, but markets sense we are near the end of the hiking cycle for the ECB.
Fidelity - ESGenius: Cementing a greener future in China
Cement is one of the dirtiest industries for greenhouse gas emissions and China pours more than half of the world’s new concrete each year.
Fidelity - Analyst Survey 2023: Inflation relief in sight
Fidelity International’s 2023 annual Analyst Survey shows that most of our analysts tracking companies on the ground believe cost pressures have already topped out, or will do so early in 2023.
Fidelity - Real estate 2023: Challenges ahead but with potential opportunities
Against a volatile economic backdrop, the real estate market’s focus is shifting towards the ongoing cashflow available over the next 12 months.
Fidelity - Asia’s shifting growth model
Asian central banks are largely dancing to the Fed’s tune, but sufficient foreign exchange reserves and moderate external debts are allowing many of them to show greater resilience than in previous tightening cycles.
Fidelity - ESG Outlook: Getting real
Sustainable investing has been challenged on many fronts over the last 12 months and we expect conditions to remain volatile in 2023.