Fidelity - Research finds link between ESG and dividend growth
Our findings suggest ESG leaders are more likely than ESG laggards to offer attractive levels of long-term dividend growth across a range of economic scenarios.
Fidelity - A test of metal: Decarbonising steel
From wind turbines to electric cars, a net zero carbon economy needs steel. But its production creates significant CO2 emissions that must be cut to mitigate climate change.
Fidelity - An express dialogue: ESG engagement in China
Fidelity International has been working with China’s biggest express-delivery company as it charts a route to more sustainable growth, setting off a chain reaction in a young but fast-growing industry.
Fidelity: Biodiversity bond raises the stakes for paper firms
Biodiversity loss has become a crucial issue for investors and companies alike.
Fidelity: Equities Outlook June 2021 - Tapering narrative becoming stronger
The narrative of economic recovery is increasingly being challenged by the risk of central banks tapering asset purchases.
Fidelity: Policy credibility remains key macro risk following hawkish Fed meeting
The latest Fed meeting showed a tangible pull-forward in forecasts for rate hikes while tapering talk was pushed onto the main docket.
Fidelity - Crisis at sea: One year on
Following action by Fidelity International in partnership with other investors and trade bodies, the number of seafarers stranded at sea has halved to 200,000 since September 2020.
Fidelity - Apples and oranges: Comparison of the carbon footprints of MA portfolios
As the global economy begins to decarbonise, understanding the carbon footprints of portfolios has become critical. Here we look at ways of comparing carbon levels across multi asset portfolios that can be as different as apples and oranges.
Fidelity: Equities Outlook May 2021 - Global economic boom taking shape
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.
Fidelity: The arbitrage opportunity in Japanese sustainability ratings
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.