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ESGenius: The case files

27 May 2021

ESG engagement is a term easy to brandish but much harder to carry out. In this series we follow some of Fidelity’s team of analysts and portfolio managers as they talk to the managers of companies they invest in. Using their deep sector expertise they share for the first time real examples of sustainable investing in action.

ESG engagement is a term easy to brandish but much harder to carry out. In this series we follow some of Fidelity’s team of analysts and portfolio managers as they talk to the managers of companies they invest in. Using their deep sector expertise they share for the first time real examples of sustainable investing in action.

Fidelity's engagement explained

Video 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.

Anatomy of an ESG engagement: Interpump

Article 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.

A test of metal: Decarbonising steel

Article 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.

An express dialogue: ESG engagement in China

Article An express dialogue: ESG engagement in China

Fidelity International worked with China’s biggest express-delivery company on sustainable growth.

On the ground with China's ZTO logistics fleet

Video 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.

Biodiversity bond raises the stakes for paper firms

Article 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.

In the weeds with one of the world’s largest pulp producers

Video 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.

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A practitioner's guide to investing in the energy transition

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Introducing our guide to investing in the energy transition

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2024 and the need for income

April 2024

2024 and the need for income

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Fixed income tales: Profits in the unexpected

Three reasons to keep an eye on US bonds

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Analyst Survey 2024: Ready for a reset

January 2024

Analyst Survey 2024: Ready for a reset

January 2024

Chart Room: Who’s afraid of the large language model?

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Corporates face tougher ESG landscape

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Outlook 2024: Four ways forward

November 2023

Outlook 2024: Four ways forward

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Rich Pickings podcast: Outlook 2024

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Asia outlook: Riding the growth momentum

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ESG Analyst Survey 2023: Mind the gap

June 2023

ESG Analyst Survey 2023: Mind the gap

June 2023

The Chinese character of sustainable investing

Government regulation will drive real change in ESG

Mind the gap: Companies need to spend much more on net zero

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Sustainable Investing Report 2023: Nature positive

June 2023

Sustainable Investing Report 2023: Nature positive

June 2023

Overview: Nature positive

Regulation is shaping the future of sustainability

Foreword: Anne Richards, CEO

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Bioacoustics: Can sound solve biodiversity's data deficit?

May 2023

Bioacoustics: Can sound solve biodiversity's data deficit?

May 2023

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Bioacoustics podcast: Can sound solve biodiversity's data deficit?

Wild for sound: how new research is plugging biodiversity’s data deficit

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Analyst Survey 2023: Light at the end of the tunnel

February 2023

Analyst Survey 2023: Light at the end of the tunnel

February 2023

Analyst Survey 2023: Companies sticking with ESG - but one key blindspot remains

Analyst Survey 2023: China poised to lead expansion in Asia

Analyst Survey 2023: Light at the end of the tunnel

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Outlook 2023: Navigating the polycrisis

November 2022

Outlook 2023: Navigating the polycrisis

November 2022

ESG Outlook: Getting real

Outlook 2023: Download the assets

Asia’s shifting growth model

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Sustainable Investing Report 2022: ESG 2.0

July 2022

Sustainable Investing Report 2022: ESG 2.0

July 2022

Active ownership at Fidelity

High impact: The pursuit of outcomes

Ratings 2.0: Fidelity’s sustainability ratings now doubly material

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Fidelity Analyst Survey 2022: Mind the roadblocks

February 2022

Fidelity Analyst Survey 2022: Mind the roadblocks

February 2022

Analyst Survey results and investment implications

Analysts on the headline findings

Analyst Survey 2022: China goes its own way

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Catch-2022: Unravelling the policy paradox

November 2021

Catch-2022: Unravelling the policy paradox

November 2021

ESG Outlook 2022: Three key priorities in sustainable investing

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Asia’s shifting growth model

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Sustainable Investing Report 2021: Time to step up

July 2021

Sustainable Investing Report 2021: Time to step up

July 2021

Anne Richards on corporate responsibility and sustainable investing

Raising the bar for engagement

Impact just got real

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ESG Analyst Survey 2021: A world of opportunity

June 2021

ESG Analyst Survey 2021: A world of opportunity

June 2021

Key findings of Fidelity's ESG Analyst Survey explained

Analysts tell the stories behind the ESG Survey data

Many hands can make ESG work

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Fidelity Analyst Survey 2021: Counting down the days

March 2021

Fidelity Analyst Survey 2021: Counting down the days

March 2021

China sentiment points to sustained lead in global recovery

Deep dive on Japan: exporters bolstered by China recovery

Analyst Survey 2021: Region by region

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Outlook 2021: Seizing the new reality

November 2020

Outlook 2021: Seizing the new reality

November 2020

November's Rich Pickings: Outlook 2021

Asia Outlook 2021: Asian economies demonstrate resilience

Fixed income in 2021: Monetary policy to the rescue, but duration tantrums are possible

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Sustainability Report 2020: Sustainable capitalism in a post-Covid world

July 2020

Sustainability Report 2020: Sustainable capitalism in a post-Covid world

July 2020

Room for improvement in how investors assess real estate sustainability

Sustainability Report 2020: Fidelity CEO Anne Richards on sustainable capitalism

Engaging with investee companies across multiple themes

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After the virus: The new economic order

June 2020

After the virus: The new economic order

June 2020

Dislocation, dislocation, dislocation: Opportunities in UK real estate

Public equity markets are flagging when we need them the most

The end of the journey to the West: Chinese tech firms come home

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Coronavirus, the oil crash and market volatility

March 2020

Coronavirus, the oil crash and market volatility

March 2020

March's Rich Pickings podcasts: CIOs and portfolio managers on navigating stormy markets

China gets back to business

As gold’s surge draws wider interest, miners shine too

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Analyst Survey 2020: Cycle, what cycle?

February 2020

Analyst Survey 2020: Cycle, what cycle?

February 2020

Analyst Survey 2020 podcast: The findings discussed

Analyst Survey 2020: Sector by sector

Analyst Survey 2020: Region by region

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Outlook 2020: Soft landing, earnings returning

December 2019

Outlook 2020: Soft landing, earnings returning

December 2019

CIO Outlook video: Steve Ellis on Fixed Income

CIO Outlook video: Romain Boscher on Equities

CIO Outlook video: Andrew McCaffery on Multi Asset and Alternatives

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How should I allocate to China?

September 2019

How should I allocate to China?

September 2019

China’s third-pillar pension challenge

No pain, no gain: Chinese defaults are rising and recovery rates are falling

Grocery retail is the next frontier for e-commerce in China

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How should I allocate for income?

July 2019

How should I allocate for income?

July 2019

Why doing your research pays dividends

In charts: How demographic change is driving demand for income

Q&A: How do income and yield differ?

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What difference can active managers make in Sustainable Investing?

April 2019

What difference can active managers make in Sustainable Investing?

April 2019

A sustainable investor’s view on water scarcity in China

Data is helping to identify the diversity strategies that work

The challenge of investing sustainably in sovereign debt

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Fidelity Analyst Survey 2019

February 2019

Fidelity Analyst Survey 2019

February 2019

Region by region: Analyst Survey 2019

Podcast: Fidelity Analyst Survey 2019

ESG now pervasive in Europe and growing in China

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The world in 2029: How will investing change?

January 2019

The world in 2029: How will investing change?

January 2019

Bull and bear cases for China in 2029

Forecasting markets in 2029: 10 years is a long time in finance

How cost pressures will reshape the asset management industry

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How will demographics change my investing?

October 2018

How will demographics change my investing?

October 2018

Standing on demographic fault lines: The impact of population changes

In five charts: the demographic trends changing the world

Profiting from demographics: exploiting investment opportunities in a slow-moving world

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How should I allocate as market risks change?

September 2018

How should I allocate as market risks change?

September 2018

Practical approaches to getting comfortable with more risk

What is defensive this time: Building an all-weather portfolio

How to protect against black swans - if we can at all

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Why should I reconsider my allocation to Asia?

July 2018

Why should I reconsider my allocation to Asia?

July 2018

For and against China as a standalone allocation

China’s rising outbound flows will move global markets

The spectacular rise of Asia in 12 charts

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How should I combine active and passive in my portfolio?

June 2018

How should I combine active and passive in my portfolio?

June 2018

Engagement is the ESG X-factor

Combining AI and active management to make powerful investment decisions

Active and passive through the cycle - by Portfolio Managers who've seen it before

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ESG: Is it worth it?

April 2018

ESG: Is it worth it?

April 2018

What is and what isn't ESG: the investors' definition

ESG in real estate: How green is your castle?

China's changing environmental priorities

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Fidelity Analyst Survey 2018

February 2018

Fidelity Analyst Survey 2018

February 2018

Analysts lift the lid on their sectors’ optimism

Sector by sector: Fidelity Analyst Survey 2018

Region by region: Fidelity Analyst Survey 2018

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I can't avoid risk. How do I take it wisely?

February 2018

I can't avoid risk. How do I take it wisely?

February 2018

Currency hedging: Testing the theory

The investment world’s best writing on risk

ESG: Four underappreciated risks

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How should I prepare for the end of the cycle?

December 2017

How should I prepare for the end of the cycle?

December 2017

Bill McQuaker: what I learned from the last three cycles

China's tricky tightrope: High debt levels don't spell gloom but China's magic wand is gone

In depth in eight minutes: end of the cycle, explained

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How should I deal with a changing Central Bank environment?

December 2017

How should I deal with a changing Central Bank environment?

December 2017

The changing nature of inflation

Views from the desk: Diverging monetary policy

Easy days could soon be over: central bank policy normalisation

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