Fidelity International

Climate change is the defining challenge of our times. To solve the crisis, it’s imperative that we understand it comprehensively, but in order to do so we need to measure emissions accurately and fully.

We need to measure emissions holistically
Climate change is the defining challenge of our times. To solve the crisis, it’s imperative that we understand it comprehensively, but in order to do so we need to measure emissions accurately and fully.

Carbon pricing is an inescapable tool in the race to net zero, according to Fidelity International’s latest Analyst Survey. But a higher carbon price could fuel inflationary pressures, especially when combined with the capex required to go green.

A sharp decline in excavator utilisation reflects China’s property-and-infrastructure-induced economic slowdown, but it also boosts the case for stronger policy response.

September proved to be the worst month for many developed markets since March 2020, when Covid went global. Until now, the recovery has been relatively resilient and steady, but a number of challenges are now bunching together

Global investor sentiment around China has turned significantly negative over the past few months given the media coverage of recent corporate news flow.

All regions performed solidly in August following strong quarterly earnings, soothing statements from the US Fed and low hospitalisations of vaccinated people contracting the Covid Delta variant.

Japan stocks have long been consigned to tactical trading by global investors who shied away from a market previously hampered by deflation, low growth, and underdeveloped governance.

A spate of regulatory actions across several sectors in China reached a recent crescendo that rattled markets and sent shares tumbling.

Reducing emissions in line with the Paris Agreement will require most existing buildings to be retrofitted to make them greener.