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Four principles for a multi-asset approach to the great green shift
The vast breadth of the energy transition offers access for all types of strategies; here are some principles to follow through this historic change.
The art of the possible - why real estate will lead the way in the energy transition
Our built environment may be energy inefficient, but the technology already exists to vastly reduce its power consumption.
Buildings that go green: Making an impact while still making alpha
Buildings that go green: Making an impact while still making alpha
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.
These real estate investments promise real climate impact
These real estate investments promise real climate impact
Gabon shows how to make blue bonds work
Gabon shows how to make blue bonds work
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.
Overview: Nature positive
We believe ‘nature positive’ will be the new ‘net zero’ in the coming years.
Foreword: Anne Richards, CEO
Feedback loops are common factors of most crises, and the crisis of climate change is no different.
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.
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.
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.
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.
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.
Cementing a greener future in China
We see huge environmental value in helping to set a top Chinese cement producer on a greener path.
Chart Room: EVs plug into the mainstream in China
Chart Room: EVs plug into the mainstream in China
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.
Green or bust: The future of real estate
Green or bust: The future of real estate
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
Foreword: Anne Richards, CEO
Sustainable Investing Report 2022: Foreword from Anne Richards
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.
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.
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.
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.
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.
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.
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.
Planetary risk: Mapping climate pathways to macro and strategic asset allocation
A paper introducing the main points of consideration for integrating climate change outcomes into capital market assumptions.
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.
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.
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.
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.
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.
November's Rich Pickings: Outlook 2021
Fidelity's chief investment officers discuss the paths they're taking in the year ahead.
Outlook 2021 overview: Will the reality match the optimism?
Balancing optimism with caution as we move into 2021.
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?
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.
ESGenius: Insurance companies neglect sustainability at their peril
Fidelity research shows disparity in how sustainability is viewed across insurance sector.
Bike sheds and powerplants: Corporate governance in an uncertain world
For a board attempting to govern a company in this uncertain world, breaking Parkinson's Law of Triviality has never been so crucial.
Podcast: The future of... banking
"Banks are increasingly fulfilling a social role," says cross-asset analyst Federico Wynne.
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.
Fidelity CIOs: Focus on resilience
Greater focus on resilience and sustainability is benefiting domestic economies and altering supply chains.
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
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
July's Rich Pickings podcast: Beware the consensus - what the US election means for investors
"There are more similarities between Trump and Biden than people realise," says Portfolio Manager Aditya Khowala in this month's Rich Pickings.
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.
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.
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.
Public equity markets are flagging when we need them the most
Revived public equity markets will be needed to recapitalise additional debt burdens resulting from the Covid-19 crisis response.
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.
“Just in case” and the case for conditionality
This crisis has shown us that contingency planning is as important as risk mitigation and supply chain optimisation.
The New Economic Order
We believe the Covid-19 crisis will trigger a step-change in policy, accelerate existing trends and transform investment frameworks.
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.
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