Deep and wide – evaluating sustainability impact
Investors are now looking at sustainability through a different lens, trying to influence positive change by directing capital to address ESG challenges. As attitudes evolve, so too must the research strategies employed by the financial sector. Fidelity International’s Jenn-Hui Tan, Global Head of Stewardship and Sustainable Investing, joined forces with Ned Salter, Global Head of…
Toss the coin – What are the odds of an imminent recession?
Well thank goodness for that. We’ve made it past the end of June, and in doing so completed a half year that no investor is likely to want repeated. There have been some brighter spots – the commodity and oil-rich UK stock market has done better than most – but if you’ve kept your head…
Transport and Logistics Stocks on the ASX
Predictions about when the current supply chain bottlenecks will end range from “who knows” to maybe in a year or so. Somewhere in the midst of this crisis lies opportunity for investors. The COVID 19 Pandemic is credited with creating a “perfect storm” scenario, plunging global supply chains into chaos. However, some industry experts point…
Will Cryptocurrencies liberate money from central banks?
The dream that decentralised finance – or “DeFi” – can free the monetary system from the clutches of governments and banks has helped launch 20,000 cryptocurrencies. But with 2022 proving to be more of a crypto-nightmare – including for the vaunted “stablecoins” that held the most promise as rivals to central bank-issued currencies – questions…
Investing “Talk to me Goose”
Slavish adherence to being ‘data driven’ should not be an excuse for avoiding thinking and intuition. The past decade has been vastly more abnormal than normal in the wider lens of history. Using this decade as the basis for future investment settings looks unwise to us. When Maverick clutches the dog tags and whispers the…
Keeping the ESG revolution moving
In the heightened tensions of the current geopolitical environment, the debate around sustainable investing has intensified. On the ground, our 2022 ESG Analyst Survey provides signs of how companies are making progress, but much more needs to be done. Fidelity’s 2022 survey of analysts on sustainability issues comes at a delicate moment. Sustainable investing has…
King Coal Lives On
Since the dawn of the industrial revolution, “King” Coal has been powering economic expansion around the world. By 2021 in a world reportedly choking on fossil fuel emissions in the atmosphere, the United Nations sponsored a conference on climate change in Glasgow Scotland. The COP26 conference ended with an agreement signed by many – but…
Can investors bring improved health and wellness to emerging markets?
Impact investing: companies providing health and wellness products and services can make a positive impact on people in emerging markets. Impact investing incorporates dual goals of generating positive contributions to society and the planet, as well as attractive financial returns. We believe this is achieved by investing in the shares of companies which, as well…
The Surprising Fall of Gold and the Gold Miners
On 27 June of 2022, many newcomers to share market investing who had heeded the world view that gold provides a safe haven for investors in troubling economic conditions got yet another shock. On that date the third largest gold miner listed on the ASX – Evolution Mining (EVN) – issued a market update lowering…
Targeted online ads are the success of ‘surveillance capitalism’
But display ads face privacy and regulatory challenges that reduce their effectiveness. In 2007, Jonathan Trenn of the US bought a diamond ring from Overstock.com so as to propose to his girlfriend in a few months’ time on New Year’s Eve. Within hours of buying the ring, Trenn received a “shocking call” from a friend…
