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Randy Cutler
Article 2 min read

Fundamentals: Why oil is staying steady

Fundamentals: Why oil is staying steady

Randy Cutler + 2 others | 29 November 2023

Bunny Huang
Article 2 min read

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.

Bunny Huang + 1 other | 24 November 2023

Catherine Yeung
Podcast 33 min listen

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.

Catherine Yeung + 8 others | 16 May 2023

Paul Gooden
Article 3 min read

Fundamentals: US oil majors finally get serious about clean energy

Fundamentals: US oil majors finally get serious about clean energy

Paul Gooden + 3 others | 5 January 2023

Max Stainton
Article 1 min read

Europe’s unequal gas demand destruction

Europe is already reducing energy demand in response to record high prices. While shortages appear unlikely this winter, next year could be a different story.

Max Stainton + 1 other | 20 October 2022

Richard Edgar
Podcast 20 min listen

CIO podcast: Frustrations at the Fed and what the winter might hold

Fidelity International's Chief Investment Officer Andrew McCaffery speaks to Richard Edgar about the recent market turmoil.

Richard Edgar + 2 others | 20 September 2022

Fidelity International Global Macro & Asset Allocation Team
Article 2 min read

ECB hawks rule, for now

While guidance remains hawkish on further interest rate hikes into 2023, implementing such a path will be hard in practice.

Alexander Laing
Blog 2 min read

Chart Room: What can governments do about Europe’s soaring energy bills?

How might governments in Europe seek to manage soaring energy bills?

Alexander Laing | 1 September 2022

Carsten Roemheld
Podcast 35 min listen

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.

Carsten Roemheld + 4 others | 4 May 2022

Louise Fribourg
Article 1 min read

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.

Louise Fribourg | 23 March 2022

Jenn-Hui Tan
Article 4 min read

Energy independence drive could impact renewables adoption

European governments rush to reduce dependency on Russian gas.

Jenn-Hui Tan + 2 others | 8 March 2022

Fidelity International Global Macro & Asset Allocation Team
Article 1 min read

Cautious positioning required as Ukraine escalation adds to stagflationary risks

The overnight escalation of the Russia-Ukraine crisis is a worrying development with serious macro and market implications.

Jenn-Hui Tan
Article 3 min read

ESG Outlook 2022: Three key priorities in sustainable investing

ESG Outlook 2022: Three key priorities in sustainable investing

Jenn-Hui Tan | 26 November 2021

Louise Fribourg
Blog 2 min read

Chart Room: The energy rally could run out of steam

Oil and natural gas prices could start to moderate as the outlook for demand weakens and supply looks set to increase.

Louise Fribourg | 23 September 2021

Martin Dropkin
Article 3 min read

Fidelity’s August Pulse Survey: Preparing for a second wave of Covid-19

Fidelity’s August Pulse Survey: Preparing for a second wave of Covid-19

Martin Dropkin + 1 other | 19 August 2020

Richard Edgar
Podcast 36 min listen

The future of energy podcast: the 1.5 trillion dollar question

"I do think that [the pandemic], for the power industry, is going to make it have a more green generation mix," says analyst Christine Miyagishima.

Richard Edgar + 4 others | 7 July 2020

Terence Tsai
Article 3 min read

Oil tankers gush profits as global storage space overflows

Oil tankers are earning windfall profits - but how long can this situation last?

Terence Tsai + 2 others | 5 May 2020

Grethe Schepers
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

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