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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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