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Chart Room: China’s EV industry is charged for growth
The combination of falling battery costs and rising adoption rates means China's EV industry is charged for growth.
Policing the platforms: Why social media needs independent guidelines
Social media firms must create rules for content and independent oversight boards or they could face threats to their long-term viability.
ESGenius: Insurance companies neglect sustainability at their peril
Fidelity research shows disparity in how sustainability is viewed across insurance sector.
ESGenius: Overcoming fast fashion’s hidden costs
ESGenius: Overcoming fast fashion’s hidden costs
Biden is the change candidate in the US elections
Democrat hopeful Joe Biden is the current favourite to win in November's US presidential elections, but it is too early to take a firm view.
The New Economic Order
We believe the Covid-19 crisis will trigger a step-change in policy, accelerate existing trends and transform investment frameworks.
Macro briefing: Clock ticking on further fiscal support
Macro briefing: Clock ticking on further fiscal support
Macro briefing: Data weak as new measures keep coming
Macro briefing: Data weak as new measures keep coming
Analyst Survey 2020: Region by region
The key findings from the 10 different regions covered by the survey.
Investment Outlook Q4 2019: Bending, not breaking
The Investment Outlook is our flagship quarterly outlook publication that outlines our views on all the major asset classes and details the 'house view'.
Dividend investing in China is growing up
Chinese companies are realising the benefits of paying dividends to attract a more stable investor base and in response to regulation.
Investment Outlook Q3 2019: A delicate balance
The Investment Outlook is our flagship quarterly outlook publication that outlines our views on all the major asset classes and details the 'house view'.
Q&A: How do income and yield differ?
Investing in income funds can be confusing around terminology and approach. This Q&A should help investors make informed decisions.
The future of real estate: What will the industry look like in 2039?
How will the innovations of the next 20 years change the world of real estate.
European Parliament elections: Bond investors brace for a populist takeover
The EU elections could inject political risk into sovereign bond markets, making the election results a ‘must-watch’ event for fixed-income investors.
A Sustainable Investing checklist for UK pension trustees
UK pension fund trustees should prepare for tougher legal obligations when new government rules come into force later this year.
Region by region: Analyst Survey 2019
Looking at the Analyst Survey by region shows some striking common themes emerge, particularly around declining confidence and ebbing bullishness.
Power to the people: the democratisation of the utility sector
Power to the people: the democratisation of the utility sector. How battery storage will revolutionise the electric utility industry.
To my newborn son: here's your financial future
A new father writes a letter to his son with thoughts on how shifting demographics will have changed the world by the time he starts work.
The best material on end of cycle allocation from around the investment world
We did the reading so you don't have to.
Uncharted waters: Creating an ESG investment checklist through water sustainability
Uncharted waters: Creating an ESG investment checklist through water sustainability
Green bonds: Awakening the green giant
Targeting carbon reduction could help investors deterred by the lack of standardisation and uncompetitive returns in the green bond market.
The best writing on Asia from around the investment world
These are the pieces which have informed our team as we prepared this edition on allocation to Asia.
There’s more to Asia than growth
Asia's traditional exposure to growth is attractive, but the region can offer investors many more solutions with its full menu of distinct investment factors.
Engagement is the ESG X-factor
Engagement is the difference between active and passive ESG offerings.
The best writing on active and passive investing from around the world
Items which are asterisked come particularly highly recommended by Fidelity’s Editorial team.
Green bonds: Five important questions answered
Green bonds are a useful group of assets in ESG investing, but some investors are not entirely clear on key aspects of the instruments.
The investment world's best ESG material
We did the reading so you don't have to.
Inside the investment process: ESG at every step
How investors considered ESG in the case of an investment in ChemChina, the Chinese state-owned chemical giant.
Defining ESG: Evolution not revolution
ESG investing seems all the rage, but what does this focus on environmental, social and governance criteria actually mean for investors?
What I've learned: Eugene Philalithis on trends, investor traps and the go-go days in Asia
Eugene Philalithis, multi-asset, cut his teeth as a trader in the Far East in the heady late 90s, only for the Asian debt crisis to slam markets into reverse.
What I've learned: Aneta Wynimko on neuroscience, brands and a pair of Levi's jeans
Aneta Wynimko, consumer equities, recalls how she was affected by finally getting the jeans she wanted as a teenager growing up in Poland in the 80s.
What I've learned: Steve Ellis on the value of money, risk-taking and a Liverpool builders’ merchant
Steve Ellis, emerging market credit, remembers how his father taught him the value of money - the hard way.
What I've learned: Aruna Karunathilake on checklists, quant beginnings and a stock pick gone bad
Aruna is a self-confessed numbers guy who learnt that data alone isn’t all it’s cracked up to be.
What I've learned: Alex Duffy on emerging markets, corporate governance and life on the farm
Alex Duffy, emerging markets portfolio manager, talks about how getting his hands dirty in a mine in Africa got him into a messy situation.
Sector by sector: Fidelity Analyst Survey 2018
From healthcare and industrials to IT, energy and telecoms: find the sector that interests you.
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.
ESG enters the boardroom
For the first time, a majority of analysts find their companies are taking ESG more seriously, according to the Fidelity Analyst Survey.
The investment world’s best writing on risk
We did the reading so you don't have to.
ESG: Four underappreciated risks
From data breach to economic populism, Fidelity analysts detail their experiences of ESG-related risks they see as often underappreciated.
The complete downside protection toolkit
Downside protection tools assist the investor in managing risks, but it's important to master how and when to use them.
How to use alternatives at the end of the cycle: five strategies detailed
Opportunities with low correlation to traditional securities can provide effective benefits for portfolios at the end of the cycle.
Exit door scenarios: how to guard against rising correlations
In a downturn, uncorrelated asset classes can become highly correlated. See how our investors prepare for those scenarios.
Bond covenants: beware of slipping standards late in the cycle
As the market matures, governance standards often become looser - which, in fixed income, is most conspicuous in bond covenants.
The investment world's best end-of-cycle writing (we did the reading so you don't have to)
Explore the universe of end-of-cycle literature from professional investors, academia and popular culture. Asterisked items come highly recommended.
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