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Field Notes: An in-depth dental examination
Field Notes: An in-depth dental examination
More carrot and less stick: Effective stewardship doesn’t end at voting
Racking up votes against management does not always mean better stewardship
Buildings that go green: Making an impact while still making alpha
Buildings that go green: Making an impact while still making alpha
Corporates face tougher ESG landscape
Companies continue to make progress towards their environmental, social, and governance goals. But it only gets harder from here.
Three reasons clean energy stocks could come back in 2024
Three reasons clean energy stocks could come back in 2024
Why net zero could be the unlikely answer to Japan’s cross-shareholdings woe
Japan’s push to enhance emissions disclosures has become ensnared in its efforts to reduce cross-shareholdings and may accelerate their unwinding.
India’s hopes for solar dominance dimmed but not extinguished
Two years after setting 2030 solar targets, India is falling behind schedule, but a robust economy and thirst for energy will continue to fuel its solar boom.
The Investor's Guide to China podcast: Transition materials
Exploring the critical role of transition materials — such as lithium and cobalt, essential to developing and deploying clean energy technologies.
Chart Room: Shipping rates: the rise and fallout
Shipping rates have fallen back to earth after surging in the pandemic, reducing inflation but threatening the industry’s already challenging path to net zero
Chart Room: China's solar non grata
Solar energy stocks in China rebounded as the country rekindled cooperation with the US on climate change. But we think investors’ optimism is misplaced.
Sustainability outlook: Focus on regulation and nature in 2024
The urgency to reach net zero and stop nature loss is leading to increasingly complex markets in need of more policy direction.
Emerging markets and the climate financing gap: how to plug the shortfall
Emerging markets are among the nations most exposed to the environmental crisis they have the fewest resources to adapt. Sustainable debt markets could help.
Field Notes: This Chinese dairy company is taking a grass-roots approach to reclaiming deserts
Deep in northern China, a dairy producer discovers that reclaiming desert land helps it build a more robust and sustainable business.
Field Notes: Seeing the fabric of life in Bangladesh
We recently travelled to Bangladesh to see what the living and factory working conditions are like for the world’s No. 2 exporter of ready-made garments.
Gabon shows how to make blue bonds work
Gabon shows how to make blue bonds work
Rise of artificial intelligence underlines role of ESG analysis
Society is calling for protection against the threats posed by AI. Incorporating AI considerations into investors’ ESG analysis of companies will help.
Chart Room: Why ‘work from anywhere’ doesn’t work everywhere
Our ESG Analyst Survey indicates that WFH is viewed favourably by most companies around the world. But there is one very big exception to the WFH trend: China.
The Chinese character of sustainable investing
China hasn't gone as far in implementing sustainability principles as others. For investors, this should be both a call to action and a cause for optimism.
Government regulation will drive real change in ESG
One of the strongest messages communicated in this year’s ESG Survey is the effectiveness of government regulation in changing companies’ behaviour.
Mind the gap: Companies need to spend much more on net zero
Fidelity’s survey of our analysts on ESG issues delivers a home truth: there is a big gap between the action needed to deliver net zero and what is being done.
Overview: Nature positive
We believe ‘nature positive’ will be the new ‘net zero’ in the coming years.
Regulation is shaping the future of sustainability
A key driver of ESG flows continues to be regulation and this is responding to the increased frequency and materiality of ESG-related events.
Foreword: Anne Richards, CEO
Feedback loops are common factors of most crises, and the crisis of climate change is no different.
Biodiversity investing Q&A
Velislava Dimitrova, sustainable investing portfolio manager, on why biodiversity matters to investors.
Blue bonds and the ocean funding gap
‘Blue bonds’ that invest in ocean conservation may eventually replicate the success of their green (land-based) counterparts. But a win is not guaranteed.
Chart Room: Easing Japan’s ‘June jam’ of shareholder meetings
The pile-up of annual general meetings at the end of June in Japan can be a pain for investors, but jams have been easing somewhat in a positive sign.
Chart Room: Shifting sands in China’s ESG landscape
Fidelity International's survey shows investors and customers are playing an increasingly important role in driving ESG strategies at Chinese companies.
Watch the video: Testing bioacoustics in the Borneo rainforest
Watch Fidelity analyst Minlin Lee as she helps a team of scientists capture audio data from a palm oil plantation in Borneo.
Bioacoustics podcast: Can sound solve biodiversity's data deficit?
Bioacoustics podcast: Can sound solve biodiversity's data deficit?
Wild for sound: how new research is plugging biodiversity’s data deficit
We follow a team of researchers into the jungles of Borneo to learn how sound recordings could help investors and companies better assess biodiversity risks.
The Investor's Guide to China podcast: Decarbonising China
2021 was a big year for the global fight against climate change. China's president, Xi Jinping, again pledged that China would hit peak emissions by 2030.
Japan’s stock market reform gathers steam
The Tokyo Stock Exchange is taking steps in the right direction on some long overdue reforms, but more still needs to be done.
Taking the lead: Why we prefer engagement over exclusion
Fidelity International believes that engagement has greater potential to positively impact future generations and returns over the long term than exclusion.
Fundamentals: What’s next for China’s fully charged electric vehicle battery makers?
China's EV battery makers are facing overcapacity at home and increased competition abroad. But that could be a good thing - for green growth and consumers.
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.
The phone is mightier than the pen: direct lending opens the line to engagement
The phone is mightier than the pen: direct lending opens the line to engagement
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.
Rich Pickings podcast: Analyst Survey 2023 - Light at the end of the tunnel
Fidelity's experts join Richard Edgar to dig through the findings of the 2023 Analyst Survey.
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.
Analyst Survey 2023: Companies sticking with ESG - but one key blindspot remains
Companies are sticking with sustainability despite the economic turbulence. But there is still room for improvement - especially when it comes to biodiversity.
Analyst Survey 2023: Light at the end of the tunnel
Boards are in damage-control mode, yet Fidelity’s 2023 Analyst Survey shows more than half of analysts expect the business cycle to turn within the year.
Chart Room: A regulatory cliff edge for unrentable European offices
Chart Room: A regulatory cliff edge for unrentable European offices
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.
Chart Room: Employee welfare is still a priority
Companies’ recent push to focus on employee wellbeing is unlikely to fade, even as an economic downturn puts pressure on business
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.
Fundamentals: Building Paris every week
Retrofitting is the answer to slashing real estate's huge carbon bill, says analyst Cian O'Sullivan in our latest Fundamentals episode.
Cementing a greener future in China
We see huge environmental value in helping to set a top Chinese cement producer on a greener path.
Why ‘nature positive’ will be as big as net zero
Why ‘nature positive’ will be as big as net zero
Le Prélude: Introducing the office of the future
Le Prélude: introducing the office of the future
Fidelity International China Stewardship Report 2022
Gaining traction: Fidelity International China Stewardship Report 2022. A proprietary study of shareholder stewardship, voting and engagement trends in China.
Mining graduates are a crucial green building block
Winning over graduates and universities is the latest challenge facing miners struggling to deliver the metals needed for the net zero transition.
The glory of the grey stuff: the technology changing real estate’s carbon future
The glory of the grey stuff: the technology changing real estate’s carbon future
Food for thought at COP27
Fidelity International's Global Chief Investment Officer Andrew McCaffery considers the rising importance of food security against the backdrop of COP27.
Beyond the ratchets; how leveraged loans can truly embrace ESG
Beyond the ratchets; how leveraged loans can truly embrace ESG
ESG ratings: Seeing the value in divergent views
ESG ratings: Seeing the value in divergent views
Chart Room: As the energy crisis bites, occupiers see value in green buildings
Chart Room: As the energy crisis bites, occupiers see value in green buildings
Why smart grid tech can help meet China’s green growth challenges
Amid slowing economic growth and shifting power consumption patterns, China’s expanding smart grid system could help light the path to net zero.
Dealing with net zero's mining dilemma
Miners' management of their social, political, and environmental risks will be crucial to producing metals the world needs for a net zero transition.
A new spark in a long-term relationship: insurers in the private markets
A new spark in a long-term relationship: insurers in the private markets
Green or bust: The future of real estate
Green or bust: The future of real estate
ESG ratings are too simplistic
For investors trying to unpack a topic as complicated as sustainability, having a single ESG score for companies isn’t enough.
Waiting for the sequel: Japan’s stock exchange reforms
A highly anticipated round of reform at the Tokyo exchange has left many questions unanswered, but rising ESG awareness shines a light on the way forward.
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.
Anatomy of an ESG engagement: Interpump
Fidelity International has been engaging with Italian industrials company, Interpump, for approximately 24 months, achieving meaningful change along the way.
How to be biodiversified
The world is waking up to the threat to biodiversity and natural capital and investors have a crucial role to play in the fight to maintain vital ecosystems.
Active ownership at Fidelity
Active ownership is at the core of Fidelity’s sustainable investing approach. Our Sustainable Investing Report shows our recent engagement and voting activity.
High impact: The pursuit of outcomes
Investors can have a positive effect across all asset classes, although the nature of influence will vary.
Ratings 2.0: Fidelity’s sustainability ratings now doubly material
We talk to one of Fidelity's analysts about how they are using the new version of our proprietary sustainable ratings
Overview: ESG 2.0
An ESG evolution is underway.
Foreword: Anne Richards, CEO
Sustainable Investing Report 2022: Foreword from Anne Richards
Running down coal mines beats selling them for real-world carbon impact
Running down coal mines beats selling them for real-world carbon impact
Big brands need to clean up on plastics
As governments get to work on a global treaty on plastics, we are pressing big brands to deliver real world solutions to one of the planet’s biggest challenges
Private markets and the need for climate unicorns
Private markets and the need for climate unicorns
Now and zen: Japan’s quiet rise
Inflation may be a scourge elsewhere, but Japan is unruffled. Instead, the world’s third-largest economy is showcasing its appeal to investors.
Corporates weigh the cost of long-term Russia exits
Our latest Fidelity International Analyst Survey suggests that for many companies Russia may be un-investable for years to come
Rich Pickings podcast: The ESG questions raised by the Russia-Ukraine war
Carsten Roemheld discusses the ESG questions raised by the Russia-Ukraine war and the implications for asset allocation.
Re-globalisation in the age of Asia's supply chain crunch
Even the best-laid plans across the global manufacturing industry haven’t kept pace with a swiftly evolving siege of pressures on supply chains.
Chart Room: Three structural factors making for stickier inflation
We don't expect global inflation rates to remain at today's levels, but we see several medium-term factors that should keep upward pressure on inflation.
Q2 Investment Outlook: The “Grand Chessboard” reconfigured; stagflation risks intensify
The global order is reconfigured and stagflation risks intensify.
Just the ticket: Fashion consumers want more clarity from retailers on sustainability
What’s in a label? Specialist reaction-time testing suggests clearer signalling on sustainability could play a role in turning the tide on what consumers buy.
Chart Room: Pole position for China’s electric autos
Despite rising materials costs, supply bottlenecks, and cloudy global macro conditions, China’s electric vehicle sector still looks charged for growth.
No easy answers: Ukraine war raises social and ethical dilemmas for companies and investors
An overview of the sustainability and ethical issues that have arisen as a result of the war and how organisations are trying to navigate them.
You’re on mute: Shareholder meetings in the post-Covid era
Shareholder meetings have mostly moved online since Covid's outbreak. But a full and permanent switch to virtual formats would spell drawbacks for governance.
Chart Room: Long-term tailwinds still in play for renewables
The current pressure on Europe to break its dependency on Russian gas has strengthened the long-term need for green infrastructure.
Energy independence drive could impact renewables adoption
European governments rush to reduce dependency on Russian gas.
The smaller half of China's sky: Fidelity International China Gender Diversity Report
In Fidelity's first report on gender diversity in corporate China, we examine the status quo and offer suggestions on how firms and investors can do better.
Analyst Survey results and investment implications
Our experts discuss the results of this year's Analyst Survey and explore the implications for investors.
Analysts on the headline findings
Fidelity analysts from around the world put some of the survey's key findings in context
Analyst Survey 2022: China goes its own way
After being "first in, first out" of the pandemic, China is showing signs of weaker management confidence.
Analyst Survey 2022: Japan outlook is still positive but cycle is maturing
Managements at Japanese firms are largely positive but the country may be further on in the cycle than elsewhere.
Analyst Survey 2022: Region by region
Analyst Survey 2022: Region by region breakdown
Analyst Survey 2022: Inflation is back, but will it last?
Analysts expect price pressures to be higher in 2022, posing risks businesses haven't seen for over a decade.
Analyst Survey 2022: Sector by sector
Confidence rises, but analysts expect significant differences across sectors.
Analyst Survey 2022: Reality bites for ESG
Analysts report a growing emphasis on ESG but companies are starting to realise the scale of the challenge ahead.
Analyst Survey 2022: Mind the roadblocks
Fidelity International Analyst Survey 2022: Mind the roadblocks
Chart Room: Covid recovery tops the list of themes for 2022
Latest survey of Fidelity analysts reveals companies' key concerns for the next 12 months.
Fidelity's engagement explained
How and why does Fidelity work with companies to improve their sustainability credentials? Ned Salter, Global Head of Investment Research, explains.
Chart Room: Electric carmakers to outstrip ICEs by mid 2020s
The number of electric vehicle manufacturers is expected to overtake the number of companies making cars of the gas-guzzling variety by the mid 2020s.
Rich Pickings podcast: 2021- a sustainability odyssey
The pandemic and COP26 made 2021 a big year for sustainability. In this podcast we round up the main themes and ask where next for investors and ESG.
Fidelity's Sustainable World Summit 2021
Sustainable World Summit 2021
ESGenius: Boosting board independence in Japan
Regulatory reforms have created new opportunities for active shareholders to engage with Japanese companies on key governance issues like board independence.
ESGenius: Greening ‘Made in China’
While domestic consumption of sustainable products remains nascent, China’s exporters are tapping into demand for ‘green’ goods around the world.
Rooting out modern slavery
Fidelity International is encouraging companies to look for modern slavery proactively and disclose what they find.
ESG Outlook 2022: Three key priorities in sustainable investing
ESG Outlook 2022: Three key priorities in sustainable investing
Disorderly transition remains likely, despite COP pledges
A divergent net-zero trajectory seems to be taking shape, with countries adopting different approaches.
Don’t get bearish on duration yet
Record debt levels mean central banks cannot normalise aggressively.
Coming of age
Inflation is back, the ‘new normal’ for office use is still unclear and the low-carbon transition is changing the relationship between landlord and tenant.
On course for a soft landing
At the moment, a soft landing looks more likely for equities in 2022, but a number of risks could drag the market into something more unpleasant.
Waiting for more certainty
We are optimistic about equities over the next 12 to 18 months. Growth and earnings will be respectable but momentum is slowing.
The Catch-22 dynamic
In 2022 the major central banks will have to decide what to do about higher inflation, which we believe will be stickier than they currently expect.
The policy paradox
2021 brought the recovery many had hoped for. But no one could describe it as ‘getting back to normal’.
Fidelity's CEO and CIO discuss the outlook for 2022
Fidelity International’s CEO Anne Richards and CIO Andrew McCaffery on the outlook for 2022
Chart Room: What policies will push companies towards net zero?
The carrot is more effective than the stick, according to a survey of Fidelity International analysts.
Chart Room: Net zero needs decarbonisation solutions
A chasm remains between government plans to cut emissions and the shared goal of net zero by 2050. Nascent decarbonisation solutions may help bridge the gap.
Satellite spies take on palm oil deforestation
Deforestation has been high on the agenda at COP26, with many countries signing up to end the practice by 2030.
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.
China Green bonds: sprouting issuance, absent greenium
A key advantage of China’s onshore green bonds that sets them apart from other markets is the lack of price premium over comparable non-green issues.
Green government bonds: the promise and the pitfalls
Green sovereign bonds are on the rise and could improve the green bond market as a whole, but investors should monitor what issuers do with ‘green’ funds.
COP26 is a make-or-break moment for cutting emissions at speed
COP26 is a chance to go faster on the things that we know work and to push harder on the things we still need to get right.
Chart Room: Net zero puts oil on a rollercoaster ride
The race to decarbonise is constraining investment in long-cycle energy projects.
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.
How Fidelity plans to get to net zero
Fidelity's climate investing policy and net zero plan.
Fidelity Live: The Analysts - How we get to net zero
Fidelity's research and investment teams on what net zero means for investors and how the utilities sector is managing the transition.
Anne Richards on corporate responsibility and sustainable investing
Fidelity's Chief Executive describes how the pandemic has reshaped the company and why sustainable investing is top of her agenda.
Raising the bar for engagement
2020 was a watershed year for ESG, and for engagement. As we moved through the Covid-19 crisis, engagement took on an even bigger role than before.
Impact just got real
‘Impact investing’ is fast becoming a big focus for real estate investors, but ironically, in a few short years, may also be an outdated term.
Biodiversity bond plants seed for engagement
The devastation caused by human encroachment into natural habitats, exacerbated by climate change, is a key engagement theme for Fidelity.
Asia could become a top destination for investors driving sustainable change
Asia has been among the top destinations for growth investors in recent decades. Now it could become one of the top markets for sustainable investors.
ESG Analyst Survey 2021: Net zero opportunities now outweigh risks
Our survey of 151 Fidelity analysts reveals that the path to net zero now offers some sectors more opportunities to profit.
Riding the regulatory wave
Net zero pledges have come thick and fast from governments and companies in the last year, most notably from China and a re-engaged US.
Planetary risk: Mapping climate pathways to macro and strategic asset allocation
Climate change, and the drive to reduce carbon emissions, must be incorporated into long-term capital market assumptions for complete picture of returns.
Foreword: Anne Richards, CEO
Tackling climate change quickly is hard, but if we work together, we can make a difference.
Sustainable Investing Report 2021: Introduction
Sustainable investing is developing fast, driven by the Covid-19 pandemic and the urgent need to tackle climate change.
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 protect long-term asset values.
ESGenius: Cows, methane and the climate threat
A number of pioneering methods to avoid or reduce atmospheric methane from livestock are catching the attention of investors focused on sustainability.
ESGenius: Fidelity research finds link between ESG and dividend growth
Our findings suggest that ESG leaders are more likely than ESG laggards to offer attractive levels of long-term dividend growth.
Chart Room: Which sectors are most proactive in the race to net zero?
Companies need to be proactive about decarbonising if they are to survive - and flourish - in a net zero economy.
Chart Room: The crisis and opportunity in recycling single-use plastics
Production of single-use plastics is forecast to continue rising for the next decade-plus, and investment opportunities will depend greatly on recycling.
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.
Many hands can make ESG work
Collaborative engagement by investors can be a more effective way to persuade companies to act sustainably, yet the practice is far from common.
Why we need a global ESG standard
To get a true picture of a company’s sustainability credentials, corporates and investors must adopt a consistent global ESG standard.
Transition tailwinds power net zero opportunities
Fidelity International's analyst survey shows that there are now more low-carbon opportunities than risks, but action is needed on emissions.
Crisis at sea: One year on
Following action by Fidelity International along with other investors and trade bodies, the number of crew stranded at sea has halved since September 2020.
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.
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.
An express dialogue: ESG engagement in China
Fidelity International worked with China’s biggest express-delivery company on sustainable growth.
A test of metal: Decarbonising steel
We regularly engage with steelmakers on their plans to reduce direct emissions, and with miners on the emissions that arise from processing iron ore.
Biodiversity bond raises the stakes for paper firms
Fidelity engages with a paper and pulp manufacturer, Suzano, on how it is addressing biodiversity and reducing carbon emissions.
Central banks need to take action now on climate change
Central banks need to take action now on climate change
ESGenius: Biden’s ambitious climate plans could transform the US bond market
US ambitions to decarbonise the world’s largest economy could generate opportunities for bond investors.
Japanese companies are more sustainable than many believe
ESG is growing in importance for Japanese firms.
Chart Room: Corporate ESG focus reverts to pre-Covid priorities
An economic rebound could bring with it a reversion to pre-pandemic priorities in environmental, social and governance (ESG) factors.
Sustainability is key for value creation
How should we quantify the valuation impact of sustainable investing?
Analyst Survey 2021: Race is on to achieve net zero
Europe is leading the race to net zero, but other regions could catch up as sustainability climbs the agenda in North America.
Analyst Survey 2021: Counting down the days
Confidence is high despite the threat of new variants; ESG emphasis rises again.
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.
Fidelity's three sustainable investing themes for 2021
Fidelity sees three major sustainable investment trends taking shape in 2021.
ESGenius: Slashing emissions will fuel green growth for decades
Existing climate technologies can benefit from the huge investment required to decarbonise at pace.
ESGenius: Democratic sweep could transform ESG regulation in the US
New political leadership could reverse US rules on sustainable investing.
Three sustainable investing themes for 2021
Climate change combined with nature loss, employee welfare and digital ethics are core engagement themes for 2021.
Fidelity International on Asset TV's ESG masterclass
Portfolio Manager Dhananjay Phadnis joins peers from Nuveen and Redington in this ESG masterclass.
China stewardship podcast: Witness an evolution
Hear what exclusive research on shareholder action in China says about the changing face of Chinese companies and their investors.
Building solid foundations: Fidelity International China Stewardship Report 2020
Fidelity International's inaugural China Stewardship Report shows steady progress in investment stewardship and implementing ESG at domestic A-share companies.
Asia Outlook 2021: Asian economies demonstrate resilience
Asian economies have proved more resilient than Western counterparts due to their better handling of the outbreak and mixed capitalism models.
Real estate in 2021: Unique challenges will accelerate structural trends
Offices will continue to be in demand post-Covid, but their usage will evolve.
Fixed income in 2021: Monetary policy to the rescue, but duration tantrums are possible
Central banks will want to keep financing costs low given high debt levels, but may not act before a duration tantrum.
Real estate in 2021: Unique challenges will accelerate structural trends
Offices will continue to be in demand post-Covid, but their usage will evolve.
Equities in 2021: A delicate balancing act
Earnings to recover but at an uneven pace. Certain value areas look attractive, while ESG factors are helping to drive performance.
Multi asset in 2021: Fiscal policy takes centre stage
Risks are finely balanced across markets.
Macro view 2021: Debt, the elephant in the room
As policymakers and investors grapple with their new reality, the elephant in the room they’ll have to confront will be how to manage the heavy public debt.
Outlook 2021 foreword: Anne Richards, Fidelity International CEO
In times like these, we must focus on what we do know.
Outlook 2021 overview: Will the reality match the optimism?
Balancing optimism with caution as we move into 2021.
Fidelity Analyst Survey: Company debt may have peaked already
While most analysts expect debt levels at their companies to stay the same or fall next year, it is becoming a greater factor in management decision making.
Chart Room: The clear link between ESG and returns
How have stocks that scored high for Environmental, Social and Governance (ESG) factors held up amid the Covid-19 fallout?
China takes aim at trash
A massive nationwide effort is underway to improve China's waste management systems.
Putting sustainability to the test: ESG outperformance amid volatility
Resarch that puts sustainable investing to the test: ESG outperformance amid volatility
ESGenius: Strong sustainability credentials can signal resilience
Covid-19 has shown how a focus on sustainability can help companies act fast when an unexpected crisis hits, and make them more resilient to new threats.
Fidelity live: Analysts' ESG webcast (replay)
In this webcast our Head of Global Research together with our analysts share a unique view of the world from the bottom up.
ESGenius: Insurance companies neglect sustainability at their peril
Fidelity research shows disparity in how sustainability is viewed across insurance sector.
Fidelity International on Asset TV's ESG Masterclass
Jenn-Hui Tan features on this ESG masterclass panel, discussing everything from process and data to returns and China’s sustainable response to Covid.
ESGenius: Getting ‘hydrogen ready’
Hydrogen demand could increase seven-fold by 2050.
Analyst Pulse Survey: Companies are restructuring, but are they resilient?
Certain sectors will need to do more to be resilient in the face of diminishing government support and possible infection rate rises.
Boosting sea legs
The Covid-19 pandemic has left numerous seafarers stranded. Fidelity is acting fast to sound the alarm on an issue of global humanitarian concern.
ESGenius: Getting to net zero in real estate
ESGenius: Getting to net zero in real estate
Fidelity CIOs: Focus on resilience
Greater focus on resilience and sustainability is benefiting domestic economies and altering supply chains.
ESGenius: Overcoming fast fashion’s hidden costs
ESGenius: Overcoming fast fashion’s hidden costs
ESGenius: On governance, and spotting corporate cons
ESGenius: On governance, and spotting corporate cons
Room for improvement in how investors assess real estate sustainability
For real estate to meet its carbon targets, sustainability metrics will be required that reflect potential as well as actual ESG value.
Sustainability Report 2020: Fidelity CEO Anne Richards on sustainable capitalism
Capitalism is undergoing one of its periodic reinventions.
Engaging with investee companies across multiple themes
How Fidelity is engaging with investee companies across multiple themes and geographies.
China’s recovery may be greener than before, if nascent trends continue
The shoots of China’s post-Covid-19 recovery may be greener than before thanks to proactive government policy, and corporate and investor engagement.
Climate financing moves into the mainstream
Amid the Covid-19 pandemic, demand for climate finance is holding up, along with broader sustainability strategies.
Sustainability Report 2020: Analyst Pulse Survey
Society's big moment: Employee welfare and community impact are now key concerns.
Proprietary ESG ratings prove their worth
Businesses that perform well on sustainability were more resilient during the Covid-19 crash.
Sustainable capitalism: Public and private combine to aid recovery
Companies and governments are working together to tackle the current crises and meet future challenges.
Sustainable investing offers hope in a post-pandemic world
Fidelity's Sustainability Report 2020 looks at our company engagements over the year and the continued expansion of our sustainable investment capabilities.
ESGenius: Due diligence on Wirecard revealed that the sums didn’t add up
For investors focused on sustainability and governance, the warning signs of financial misreporting were there for some time.
Post-Covid environment offers new testing ground for sustainable growth in China
China’s nascent trend in ESG investing appears to be alive and well despite the disruption caused by the Covid-19 pandemic.
Sustainable investing: Accelerating evolution
The assumption that shareholder returns should be maximised at any cost has been challenged.
Successful shareholder engagement is a long journey
A case study of Fidelity International's multi-year engagement with Kirin in Japan shows that successful shareholder engagement is a long journey
ESGenius: A sustainability lens can help discern the trends that matter
By focusing on the sustainability of businesses, we can differentiate between the drivers that are fleeting, and those that are truly influential.
Fidelity International Pulse Survey: Society’s big moment
Fidelity International's May survey of 145 analysts found that the Covid-19 crisis is focusing companies' attention on social issues.
CEO update podcast: Anne Richards on resilience and reinvention
Fidelity CEO Anne Richards explores what has to change in supply chains, corporate aims, and capitalism itself.
The New Economic Order
We believe the Covid-19 crisis will trigger a step-change in policy, accelerate existing trends and transform investment frameworks.
Fidelity CIO: Society’s focus on sustainability and resilience to go parabolic
Fidelity analysis shows companies with higher ESG scores outperformed during the March sell-off.
Survival and sustainability
Research into ESG factors and the Feb-March bear market
Outrunning a crisis: Sustainability and market outperformance
Outrunning a crisis: Sustainability and market performance
EU’s €1 trillion Green Deal could aid post-crisis recovery
The EU's Green Deal faces political and financial challenges, but the direction of travel is clear.
Fidelity CIOs: A new paradigm
The Covid crisis is accelerating changes already underway.
As gold’s surge draws wider interest, miners shine too
Gold's lustre is also rubbing off on the companies that dig it up from the ground.
Fundamentals podcast: Tesla, VW, and the big electric bet
As Tesla and Volkswagen make big pushes to bring electric vehicles to the mass market we ask whether 2020 is the year EVs finally put their foot to the floor.
How to avoid the bond 'greenium'
The recent rush for green bonds has often made them more expensive than ordinary bonds, despite offering the same returns.
The Investor's Guide to China podcast: Environment
Fidelity's China and sustainability experts put the country's environmental record and ambitions under the investment lens.
Analyst Survey 2020: A watershed year for ESG
ESG shoots up the corporate agenda in China and the US.
ESGenius: What sustainability investors can learn from European consumer staples
ESG principles have long been an integral part of how many European consumer staples companies are run, but it wasn’t always this way.
Emerging market debt in the 2020s: Green trade wars and a land of opportunity
What will the next decade bring for emerging market debt investors?
Sustainable investors should wake up to companies in transition
To meet global emissions targets, we need an inclusive approach that offers the right incentives. That means embracing companies transitioning to low carbon.
Cool Heads: Investors are getting climate change wrong
Assessing a portfolio's climate pathway, rather than its emissions relative to a benchmark, should help reduce overall emissions.
ESGenius: Regulation bites the tech giants, but does it have teeth?
It remains uncertain whether this amounts to a real change in the way companies use data, or if these changes are only being implemented to appease regulators.
No man is an island: The new scarcity
The world today is faced with a pair of contradictory terrors: the economic fear that growth will soon come to an end, and the ecological fear that it will not
The Investor's Guide to China podcast: Corporate governance
The Investor's Guide to China podcast: Corporate governance
ESGenius: Will flight shame take off?
If flight shame spreads from Sweden to the rest of Europe, it could be a big ESG problem for arlines
Human rights and wrongs: Engaging with Chinese suppliers on sustainability
Steady progress makes us confident that our engagement efforts are worthwhile and have already led to significant shifts at some Chinese manufacturers.
A fork in the road for US corporates
Capital allocation priorities need to evolve to match new corporate purpose.
ESG Ratings: Who’s driving?
By creating our own ESG ratings we can do analysis to confirm findings, fill in blanks and correct misconceptions, uncovering opportunities in the process.
If ESG regulations can’t keep up, we must make the rules
Political polarisation is increasing and this is blocking the development of ESG guidelines. As a result, companies and investors should step in.
Solving the plastics problem by engaging with chemical companies
Sustainability engagements with chemical companies should focus on how acting in the best interests of the environment can also drive value creation.
ESG: Focus on the ‘G’ and the rest will follow
Most companies with good ‘E’ and ‘S’ practices have strong governance but it's rare to see firms with poor governance uphold high ‘E’ and ‘S’ standards.
Active engagement can help passive investors: A new model in Japan
Passive investors can benefit from the expertise of an active manager. Fidelity targets companies that are index components to create value.
Pick your poison
Some investors in environmental projects think that simply investing in securities with a ‘green’ label is enough to fulfil climate mandates. That’s not true.
Teaming up in Asia to target coal financing
Teaming up with other asset managers in Asia has helped change the behaviour of banks financing coal projects
Being the authentic investor
Can investors do well by doing good? Today my answer is emphatically, yes
A sustainable investor’s view on water scarcity in China
China’s water woes represent significant challenges and distinct opportunities for the sustainable investor.
Data is helping to identify the diversity strategies that work
The approach to diversity is starting to shift away from random, box-ticking initiatives to a systematic, increasingly sophisticated, evidence-based journey.
The challenge of investing sustainably in sovereign debt
Engaging with sovereigns is much harder than with companies. But it is well worth the effort for investors and governments.
Podcast: Palm oil, Chinese steel and when the environment triumphs
Environmental pressures are beginning to move the tectonic plates of industry. Fidelity's analysts discuss what it can mean for those sectors at the epicentre
Why we're calling it Sustainable Investing, not ESG
The term ‘ESG’ struggles to capture the full scope of stakeholders and the off-spreadsheet areas that an organisation needs to manage.
Portfolio Manager Vincent Durel on his corporate engagement
Why Sustainable Investment considerations and corporate engagement have become fundamental to the investment process.
What it means to pursue an active sustainable investing strategy
ESG is changing the way companies and asset managers engage with each other, resulting in a positive outcome both for investors and society as a whole.
ESG: A Change of View
Portfolio Manager Jeremy Podger revisits the arguments around ESG investing principles and explains his distinct shift in view.
ESG now pervasive in Europe and growing in China
Environmental, Social and Governance issues (ESG) continue to grow in importance at the companies our analysts cover.
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.
Uncharted waters: Creating an ESG investment checklist through water sustainability
Uncharted waters: Creating an ESG investment checklist through water sustainability
ESG awareness is an enduring legacy of the global financial crisis
The global financial crisis pushed ESG principles to the forefront, which would not have occurred as rapidly without the catalyst of the crisis.
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 impact of ESG investing on corporate bonds
Integrating ESG characteristics beyond pure financial data in a corporate bond portfolio adds value by improving performance and reducing returns volatility.
Engagement is the ESG X-factor
Engagement is the difference between active and passive ESG offerings.
Has passive peaked?
Passive investing has undergone stellar growth but as monetary policies and market dynamics shift could we be seeing the 'peak' of the passive bull run?
What is and what isn't ESG: the investors' definition
Investment chiefs from Denmark, Italy and Japan on how they define what is - and what isn't - ESG, and how it informs their approach to investing.
ESG in real estate: How green is your castle?
How and why ESG is starting to be taken seriously in real estate investing.
China's changing environmental priorities
China is the world's biggest emitter of greenhouse gases but is also becoming a global leader in promoting green investment and fighting pollution.
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.
ESG leadership: Japan steps forward as the US steps back
When it comes to policy leadership in the arena of environmental, social and governance factors, Japan is stepping up even as the US is stepping back.
ESG and performance in 7 charts
Definitive answers are hard to come by but aggregating the research shows a positive relationship between ESG and financial performance.
Longer cycle, shorter horizons: Governance at the end of the cycle
Why extra scrutiny of corporate governance, especially capital deployment decisions, is necessary towards the end of the cycle.
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.
Avoiding 'cybergeddon': ESG risk in an interconnected world
In an increasingly digital society, cybersecurity and data protection are rapidly emerging as some of the biggest ESG risks for companies to manage.
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?
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.
In depth in eight minutes: what the Fidelity Analyst Survey reveals
Capex, China and ESG feature highly as the global sentiment indicator ticks up.
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.
ESG: Four underappreciated risks
From data breach to economic populism, Fidelity analysts detail their experiences of ESG-related risks they see as often underappreciated.
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.
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.
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