Fidelity - Carbon pricing is coming but watch out for greenflation
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.
Fidelity - Chart Room: Digging into China’s GDP growth
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.
Fidelity - Equities Outlook October 2021 - A bottleneck in headwinds
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
Fidelity - China : Investment story still intact
Global investor sentiment around China has turned significantly negative over the past few months given the media coverage of recent corporate news flow.
Fidelity - Equities Outlook September 2021 - Still positive, but past peak recovery
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.
Fidelity - A podium moment for Japan’s markets, too?
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.
Fidelity - After the selloff, what next for China equities?
A spate of regulatory actions across several sectors in China reached a recent crescendo that rattled markets and sent shares tumbling.
Fidelity - How big a threat is the ‘brown discount’?
Reducing emissions in line with the Paris Agreement will require most existing buildings to be retrofitted to make them greener.
Fidelity - Cows, methane and the climate threat
Methane can be a more threatening pollutant than carbon dioxide when it comes to the greenhouse gases behind global warming.
Fidelity - Transition into sustainable energy must be grounded in inclusion
Sustainable investors are debating what the best approach is towards the traditional energy industry.