ESG rating linked to outperformance during pandemic

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The recent period of market volatility as a result of the coronavirus pandemic has shocked in its severity. But the broad-based sell-off did discriminate, as new data from Fidelity International reveals. Each additional level (from A – E) of Fidelity’s proprietary environmental, social and governance (ESG) ratings was worth 2.8 percentage points of stock performance

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22 Apr 2020

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Technology will fundamentally change investment industry but not all institutional investors are ready

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Institutional investors worldwide expect that new technology tools will significantly reshape the investment industry landscape by 2025, but a large proportion are yet to test the water with emerging technologies, according to the latest Fidelity® Global Institutional Investor Survey. The survey, which is the largest of its kind with responses from 905 institutions in 25

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15 Oct 2018

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The year ahead

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The US-led global recovery looks set to continue into 2015 with a lack of inflationary pressure keeping monetary policy loose and supporting a bull market in equities that has already seen America’s S&P 500 index triple from its March 2009 low. The Federal Reserve is likely to start normalising interest rates during the year, but

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16 Dec 2014

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The mighty US dollar

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In 1985, the finance ministers of the world’s five most important economies met in the US to solve a problem. Representing France, Japan, the UK, the US and West Germany, they gathered at the Plaza Hotel in New York and their solution become known as the Plaza Accord. Their concern? An overvalued US dollar, which

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11 Dec 2014

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Globalisation has peaked

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The world’s first great era of globalisation took place after the US emerged from civil war in 1865, from when the US and the more-dominant UK imposed capitalist principles on the world. The pair’s dominance of transatlantic finance was built on free trade, the unhindered flow of capital, the exploitation of the UK’s colonies and

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24 Nov 2014

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India is poised to achieve a rare economic feat over China

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India’s new Prime Minister Narendra Modi had only been in power three months before he did an estimated $1 trillion worth of damage to the global economy. In Bali in August of this year, India’s 15th prime minister sank the biggest deal the 160-member World Trade Organisation has ever nearly reached in its 19-year history. Modi

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17 Nov 2014

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China’s admired autocratic model is built on myths

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Autocratic capitalism as an economic development model has won converts in recent years, especially as the increase in wealth achieved by China’s dictatorship swamps that of, say, India’s system of democratic capitalism. The developed world’s financial crisis, political dysfunction in the US and the inability of the eurozone to formulate solutions for its crisis add

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27 Oct 2014

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Is Europe headed for “Japanese-style” stagnation?

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When pessimists want to express the utmost gloom ahead for the eurozone they often cite Japan’s lost decades as their most-feared outcome for the 18-member area. The worriers invoke a familiar tale when they talk of Japan’s endless stagnation since an asset-bubble popped from 1989. From the early 1990s, real estate values and stock prices

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20 Oct 2014

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The euro’s political weak spot

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While the plan to unify Europe after World War II began with two Italians,[1] the French pounced on the idea. The first concrete step occurred in 1950 when the French government called for the creation of a unified military in western Europe as a step towards a political federation along the lines of Australia’s. The same

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15 Sep 2014

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Why the US gilded age is poised to last

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Some may be surprised that US stocks took just over 5 ½ years to regain previous highs after the so-called Great Recession compared with the 25 years it took the Dow Jones Industrial Average to recover from the Great Depression.[1] The losses triggered by the US sub-prime crisis were recouped on 10 April 2013, when

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25 Aug 2014

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