Skip Header

Choose your location

Author

Adnan Siddique

Adnan Siddique - Investment Writer

Podcast 22 min listen

Analyst Survey podcast: The world catches up with China

Listen to the latest Analyst Survey podcast to hear what Fidelity's almost 150 analysts saying about the state of the corporate world.

Richard Edgar + 4 others | 21 September 2020

Article 5 min read

ESGenius: Overcoming fast fashion’s hidden costs

ESGenius: Overcoming fast fashion’s hidden costs

Matthew Siddle + 3 others | 11 August 2020

Article 5 min read

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.

Aditya Khowala + 2 others | 30 July 2020

Blog 2 min read

Macro briefing: Clock ticking on further fiscal support

Macro briefing: Clock ticking on further fiscal support

Adnan Siddique | 9 April 2020

Blog 1 min read

Macro briefing: Data weak as new measures keep coming

Macro briefing: Data weak as new measures keep coming

Adnan Siddique | 2 April 2020

Article 8 min read

Analyst Survey 2020: Region by region

The key findings from the 10 different regions covered by the survey.

Adnan Siddique | 13 February 2020

Article 2 min read

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'.

Paras Anand + 8 others | 7 October 2019

Article 6 min read

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.

Jing Ning + 3 others | 16 September 2019

Article 1 min read

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'.

Paras Anand + 7 others | 25 July 2019

Article 9 min read

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.

Antonio Napolitano + 2 others | 4 July 2019

Article 8 min read

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.

Kim Politzer + 2 others | 23 May 2019

Article 6 min read

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.

Tiago Parente + 3 others | 26 April 2019

Article 7 min read

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.

Matthew Roberts + 1 other | 15 April 2019

Article 6 min read

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.

Raji Menon + 3 others | 22 February 2019

Article 9 min read

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.

Wen-Wen Lindroth + 3 others | 11 January 2019

Article 4 min read

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.

Adnan Siddique | 29 October 2018

Bibliography 6 min read

Adnan Siddique | 25 September 2018

Article 15 min read

Uncharted waters: Creating an ESG investment checklist through water sustainability

Uncharted waters: Creating an ESG investment checklist through water sustainability

Jonathan Neve + 5 others | 21 September 2018

Article 6 min read

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.

Ilia Chelomianski + 1 other | 6 September 2018

Bibliography 5 min read

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.

Adnan Siddique | 6 July 2018

Article 8 min read

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.

Riccardo Muscio + 2 others | 6 July 2018

Article 4 min read

Engagement is the ESG X-factor

Engagement is the difference between active and passive ESG offerings.

Ned Salter + 1 other | 4 June 2018

Bibliography 6 min read

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.

Adnan Siddique | 4 June 2018

Article 6 min read

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.

Ilia Chelomianski + 1 other | 5 April 2018

Bibliography 6 min read

The investment world's best ESG material

We did the reading so you don't have to.

Adnan Siddique | 5 April 2018

Podcast 18 min listen

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.

Richard Edgar + 2 others | 5 April 2018

Article 10 min read

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?

Aela Cozic + 1 other | 5 April 2018

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.

Eugene Philalithis + 1 other | 8 March 2018

Video 3 min watch

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.

Adnan Siddique + 1 other | 8 March 2018

Video 3 min watch

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.

Steve Ellis + 1 other | 8 March 2018

Video 3 min watch

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.

Aruna Karunathilake + 1 other | 8 March 2018

Video 3 min watch

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.

Alex Duffy + 1 other | 7 March 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

Article 4 min read

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.

Adnan Siddique | 20 February 2018

Bibliography 5 min read

The investment world’s best writing on risk

We did the reading so you don't have to.

Adnan Siddique | 2 February 2018

Video 4 min watch

ESG: Four underappreciated risks

From data breach to economic populism, Fidelity analysts detail their experiences of ESG-related risks they see as often underappreciated.

Adnan Siddique + 1 other | 2 February 2018

Article 5 min read

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.

Michael Costa + 3 others | 2 February 2018

Article 7 min read

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.

Adrian Benedict + 3 others | 11 December 2017

Article 6 min read

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.

Eugene Philalithis + 1 other | 11 December 2017

Article 11 min read

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.

Martin Dropkin + 2 others | 11 December 2017

Bibliography 4 min read

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.

Adnan Siddique | 11 December 2017

Show Results