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Trade Offs | Bunge: The price of sustainable agriculture
Bunge CEO Greg Heckman tells us how his company looks to answer some of the most pressing questions around sustainability and food security.
Trade Offs | Serco: Social contracts and the scrutiny of public markets
Keeping investor and public relations on an even keel is no mean feat for Serco CEO Rupert Soames. Especially when ESG investing is added to the mix.
Trade Offs | Baker Hughes: Telling home truths about natural gas
From deep sea divers to Texas roughnecks, Baker Hughes is one of the oil and gas industry’s big three global services players.
Trade Offs | Bayer: How to feed 8 billion people without ruining the planet
How to feed the world while not degrading every patch of land in the process? We speak to Werner Baumann, chief executive of the German multinational Bayer.
Trade Offs | Bank of America: Financing the transition
Bank of America CEO Brian Moynihan on the critical balancing act banks play as we transition to a low carbon and more equitable world.
Fidelity's CEO on her takeaways from Davos
Fidelity International's chief executive Anne Richards gives her takeaways from the World Economic Forum in Davos.
Fed hike: What you're missing from the inflation narrative
Fidelity's Chief Investment Officer for Fixed Income Steve Ellis shares his views on the unexpected consequences of the Federal Reserve's rate hike cycle.
The Investor's Guide to China podcast: Engaging with companies in China
To many outsiders, Chinese equity investing might conjure up images of a huge momentum-fuelled market where investors revel in speculation.
CIO podcast: Preparing portfolios for a hard landing
Fidelity's Global Chief Investment Officer Andrew McCaffery speaks to Richard Edgar about economic headwinds and preparing portfolios for a hard landing.
The Investor's Guide to China podcast: Common Prosperity
The phrase "common prosperity" has certainly been getting a lot of air time recently, both domestically in China as well as around the world.
The Investor's Guide to China podcast: Supply Chains
Now over two years into this pandemic and the world is still battling some serious supply chain disruptions.
CIO podcast: The Asia perspective
Fidelity International's Global CIO Andrew McCaffery discusses his recent trip to Asia and the latest market developments.
The Investor's Guide to China podcast: Debt
With debt continuing to be a very strong focus for investors, it’s important to differentiate between good debt and bad debt.
CIO podcast: allocating for stagflation and geopolitical turmoil
"We continue to look to China, to Asia, to Japan for opportunities relative to the US and Europe, because we cannot ignore the recessionary risks."
The Investor's Guide to China podcast: Demographics
China’s labour pool is shrinking as the population ages. How people save and invest signals challenges and opportunities for China’s pension system.
Rich Pickings podcast: Catch 2022 - what's in store for the year ahead
"I don't think central banks are going to have the capacity to raise interest rates to the extent that's [being] priced in," says Fixed Income CIO Steve Ellis.
Rich Pickings podcast: Practical (and green) investing for the climate transition
"The solutions exist today to get us 80 per cent of the way to net zero," says portfolio manager Cornelia Furse in this latest episode of Rich Pickings.
In the weeds with one of the world’s largest pulp producers
See how Fidelity's engagement with Suzano developed and what's happening on the ground.
Fidelity's CIO calls for clarity at COP
Ahead of COP26, Fidelity’s chief investment officer Andrew McCaffery talks to Richard Edgar about the challenges facing politicians.
Rich Pickings podcast: The uncomfortable trade
A reckoning in China, a debt ceiling in the US, soaring energy prices in Europe: we gather the experts to help make sense of it all.
Rich Pickings podcast: Ready, steady, pitch! Analysts on their most exciting investment trends
"What is fascinating is the speed of innovation," says Portfolio Manager Aditya Khowala in this month's Rich Pickings.
The Investor's Guide to China podcast: China in the world
"Xi Jingping completely changed the mould," says Louis-Vincent Gave, CEO and Founder of Gavekal.
June's Rich Pickings podcast: Where next for inflation
"The market will wonder: is The Fed talking more aggressively but actually still way behind the curve?" says CIO Andrew McCaffery in June's Rich Pickings.
Key findings of Fidelity's ESG Analyst Survey explained
An audio digest with context and analysis of the results.
Analysts tell the stories behind the ESG Survey data
Three of Fidelity's analysts show how the numbers reveal the headlines of the ESG survey.
On the ground with China's ZTO logistics fleet
Fidelity analysts and portfolio managers engage with China's leading logistics company on the ground in Shanghai.
Rich Pickings podcast: The real workhorse of Asia Pacific
"Emerging growth versus value orientation and corporate governance changes makes for a really attractive region," says portfolio manager Dale Nicholls.
March's Rich Pickings podcast: The Testing of The Fed and other tales of central bank credibility
"Maintaining the debt is an important part of central banks' objectives even if they don't openly talk about it," says head of global macro Salman Ahmed.
November's Rich Pickings: Outlook 2021
Fidelity's chief investment officers discuss the paths they're taking in the year ahead.
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