June 2023
Watching for signs of a new bull market
Quebec-based Canadian equities portfolio manager Maxime Lemieux and global equities portfolio manager Patrice Quirion discussed where they are finding opportunities in today’s changing landscape.
May 2023
The European logistics market has so far missed out on the green revolution underway in the real estate sector. But with clear cost benefits emerging for sustainable assets and a valuation repricing on the way, now is the time to reduce the carbon footprint of one of real estate’s biggest segments.
April 2023
Last quarter David Wolf, David Tulk and Ilan Kolet answered fifteen of their most frequently asked questions. This quarter, with the help of a few of their favourite charts, they’ll answer some more.
February 2023
Potential paths of equity performance in inflationary periods.
September 2022
Real estate investing used to be relatively simple - it was about price and yield. Now it’s on the frontline in the race to net zero. We will never hit our carbon net zero targets by 2050 with today’s buildings. They must change, and we have to change our investment approach alongside them. Those assets that aren’t changed soon will risk becoming obsolete and losing value.
November 2021
Kim Politzer, Director of Research, European Real Estate provides insight into how Fidelity Real Estate approaches assessing income risk and the importance of knowing your occupier.
September 2021
Reducing emissions in line with the Paris Agreement will require most existing buildings to be retrofitted to make them greener. While the cost of doing so will affect returns, the cost of delay is likely to be far greater. Investors, therefore, may wish to consider how much return they are prepared to forego in the short term to protect long-term asset values.
March 2021
This white paper examines the etiology of the mounting debt crisis and the path toward monetary and fiscal policy experimentation that likely lies ahead.