Chart Room: Three structural factors making for stickier inflation

Inflation has dominated front pages in recent months, with headline consumer price increases in the US reaching 40-year highs. While we don’t expect global inflation rates to remain at these record-breaking levels, we see several medium to long-term factors that should continue to place upward pressure on inflation.

Fidelity International: Positive link between ESG and dividend growth

We recently analysed the relationship between sustainability and dividend payments to shareholders. Our findings suggest ESG leaders are more likely than ESG laggards to offer attractive levels of long-term dividend growth across a range of economic scenarios.

Multi-asset view: More damage in the pipeline

The direct impact of the war in Ukraine seems to have been priced in for now, and equity markets had another relatively strong week. However, we are still cautious due to our expectations of slower growth as a result of high inflation, tightening financial conditions, and the squeeze on consumers.

No easy answers: Ukraine war raises social and ethical dilemmas for companies and investors

Is selling clothing and food to Russians fulfilling their human rights or funding a war? This is just one example of the kind of complex ethical issues companies now face. Investors too must grapple with doing the right thing while acting in the best interests of their clients. There are no easy answers.

Fidelity International: Sustainable Innovation – The New Frontier

The asset management industry is in a solid position to support a more sustainable future by embedding ethical factors into every stage of the investment process. It also has a role in sponsoring new, greener industries while encouraging traditional sectors to evolve. However, to achieve these goals, it’s clear that some creative thinking will be required.

Fidelity: ESG Outlook 2022: Three key priorities in sustainable investing

An investor’s guide to the year ahead across environmental, social and governance (ESG) factors - including the key themes of deforestation, the just transition and double materiality. For more ESG related insight, visit: https://www.fidelity.com.sg/sustainable-investing

Fidelity: Sustainability Ratings 2.0 - ESG integration is a journey rather than a destination

Fidelity believes that sustainability assessments are an essential component of broader fundamental analysis that can add meaningful value to client portfolios, particularly over long timeframes. For more ESG related insight, visit: https://www.fidelity.com.sg/sustainable-investing

Fidelity International Asia: Empower women and drive gender diversity by proxy voting

Fidelity International: Curbing carbon

Collaboration on the road to China’s net zero goal - China has set the ambitious goal of achieving carbon neutrality by 2060, and hitting peak carbon emissions before 2030. Fidelity International believes that for China to achieve its goal, everybody must play their part — including investors.

Fidelity: Making our mark in sustainable investing