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Grethe Schepers - Europe Editor

Video 7 min watch

Analyst Survey 2019: The key findings explained

Fidelity's heads of research evaluate the data from this year's Analyst Survey and show what the findings tell us about the year ahead.

Michael Sayers + 3 others | 22 February 2019

Article 4 min read

Analyst Survey 2019: The Trump bump is over

Corporate concerns about the administration’s approach are mounting, and the net impact on companies is now expected to be negative.

George Watson + 1 other | 22 February 2019

White Paper 19 min read

Populism will change corporate purpose for good

For the first time, there is enough momentum behind it to move permanently from shareholder value maximisation to a more comprehensive, sustainable approach.

Wen-Wen Lindroth + 2 others | 14 January 2019

White Paper 1 min read

Retail's fall from grace: salutary lessons for real estate investors from the nation of shopkeepers

Fidelity believes UK retail real estate assets will see a fall in value of 20 to 70 per cent depending upon the nature and quality of the assets.

Adrian Benedict + 2 others | 5 December 2018

Article 8 min read

The DB-DC pensions shift is imminent. Its consequences will be dramatic.

When the majority of new pensioners will be drawing defined benefit pensions, many will be in for a rude awakening.

David Buckle + 1 other | 29 October 2018

Article 9 min read

Practical approaches to getting comfortable with more risk

It is late in the current investment cycle and volatility is rising. For pension funds, this will require a comprehensive re-assessment of risk management.

David Buckle + 1 other | 28 September 2018

Article 10 min read

Rethinking Asia allocations: The investment world's distorted view

Many global investors outside Asia are playing catch up with the region's structural potential even if risks and market valuations cannot be ignored.

Ayesha Akbar + 2 others | 6 July 2018

Blog 4 min read

What's so great about indices?

Such is the attraction of indices, they are almost regarded as sacred. But in finance, blind faith does not make for good guidance.

James Bateman + 1 other | 4 June 2018

White Paper 15 min read

Pulling away: Inequality as an ESG risk

Wealth distribution, emerging threats to the status quo, and why inequality is turning into an important sustainability risk.

Paras Anand + 3 others | 5 April 2018

Article 12 min read

Sector by sector: Fidelity Analyst Survey 2018

From healthcare and industrials to IT, energy and telecoms: find the sector that interests you.

Grethe Schepers + 1 other | 20 February 2018

Article 10 min read

Region by region: Fidelity Analyst Survey 2018

Including views from analysts covering companies in the US, Europe, Asia, China and Japan - jump straight to your region.

Grethe Schepers + 3 others | 20 February 2018

Video 8 min watch

In depth in eight minutes: what the Fidelity Analyst Survey reveals

Capex, China and ESG feature highly as the global sentiment indicator ticks up.

Michael Sayers + 2 others | 20 February 2018

Article 5 min read

As good as it gets: corporate sentiment rises to new highs

Company executives are the most optimistic they've been in five years, reports Fidelity’s 2018 Analyst Survey.

Grethe Schepers | 20 February 2018

Article 5 min read

The return of capex: growth across all sectors and regions

We expect CEOs to spend on adding capacity, deepening digitisation or embarking on renovation of plant and machinery.

Grethe Schepers | 20 February 2018

Article 4 min read

Currency hedging: Testing the theory

Currency hedging: Testing the theory

Matthew Quaife + 1 other | 15 February 2018

Article 3 min read

Sting in the tail: why volatility may not be the best measure of risk for credit markets

Does it make sense to rely on volatility to assess risk? For bond investors, that could be a costly mistake.

Curtis Evans + 1 other | 2 February 2018

Article 6 min read

Better calculation of real estate risk in a thriving market

As the real estate market remains extremely buoyant - in places worryingly so - investors need to think more critically about risks.

Adrian Benedict + 1 other | 2 February 2018

Article 5 min read

China's tricky tightrope: High debt levels don't spell gloom but China's magic wand is gone

Can Asia’s economic tiger save the cycle, or will its soaring debt bring the world’s economy down?

Oscar Hutchinson + 2 others | 11 December 2017

Video 8 min watch

In depth in eight minutes: end of the cycle, explained

If you have only time for one thing, watch this video.

Richard Edgar + 1 other | 11 December 2017

Article 9 min read

What are the signs? The evidence for and against a looming correction

Stretched valuations, peaking indicators, and central bankers starting to withdraw liquidity. Are we running out of road?

Anna Stupnytska + 3 others | 11 December 2017

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