Fidelity continues to refine how we integrate ESG considerations through our investment process, our program for corporate and regulatory engagement and collaboration. In 2019 we introduced our own proprietary sustainability ratings which means we assess not just what the company is today, but what we think the company will be in the future.
Companies have begun restructuring operations and balance sheets in the wake of the Covid-19 pandemic, according to the latest Fidelity Pulse Survey of 145 analysts. But certain sectors will need to do even more to be resilient in the face of diminishing government support and possible infection rate rises.
The hype over hydrogen may seem to some like a lot of hot air. But the European Union estimates that the European hydrogen market could increase seven-fold by 2050. To meet climate targets, however, the hydrogen will have to be ‘green’ not ‘grey’, much cheaper, and more widely distributed. If that happens, the investment opportunity could be significant across a range of sectors.
As an emerging market investor, Alex Duffy has seen it all. But with the current level of government debt skyrocketing, what can investors expect once the stimulus ends? Will this policy response lead to inflation down the road?
Technology stocks have propelled the market’s rally to record highs this year, receiving an inadvertent boost as Covid-19 lockdowns forced the world onto digital platforms for work, education, and entertainment. That resulted in a narrowing of market leadership that has raised concerns around the sustainability of sometimes lofty valuations. But a closer look at longer-term valuations reveals some surprising trends in tech.
Portfolio Manager for the Fidelity Asia Fund, Anthony Srom shares some new ideas from Greater China and reveals some unloved areas where he's finding new opportunities. He also talks about his overweight position in tech and it's not where you'd expect it to be.