Fidelity International

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.

Sustainable investing identifies themes that will grow in importance based on our needs as human beings. We need a stable climate to survive and, to achieve that and thrive, we need a more balanced society. That means narrowing social divides where possible, including ensuring equitable access to the internet as the world shifts online.