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Europe comes out ‘Top Trumps’ in global real estate battle

July 2025

As global markets adjust to the economic aftershocks of Liberation Day and shifting tariff regimes, European real estate is emerging as a relative outperformer. In contrast to the US, where oversupply and elevated vacancy rates are weighing on performance, Europe’s property sector is benefiting from a more balanced supply-demand dynamic, underpinned by low vacancy rates and constrained new development. Here, we examine why the region is well-positioned to deliver income growth - even in a subdued macroeconomic environment.
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Mid-year outlook 2025: A global rewiring

July 2025

Accepted wisdom is being questioned in ways not seen for a generation.
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On our way home

June 2025

After more than a decade, the GAA team is making a shift back into Canadian assets. They see the push away from the U.S. as more likely a durable shift rather than a transitory phenomenon, potentially ushering in a new global investment regime.
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Manage-to-green: Sustainable opportunities in European logistics

June 2025

Opting to renovate existing real estate logistics assets can help accelerate the decarbonization pathway of a real estate portfolio while improving risk-adjusted returns potential. Through our manage-to-green approach, we highlight how Fidelity International’s pan-European climate impact logistics strategy is tapping into this compelling opportunity.
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Webcast – CIO perspectives: Mid-year outlook

June 2025

Andrew Marchese, Portfolio Manager and Fidelity’s Chief Investment Officer, shares his sentiments regarding today’s changing economic landscape and factors that may drive investment opportunities in the second half of 2025.
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Purpose-driven investing for DB pension plans

May 2025

A new investment framework to balance risk and growth.
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Webcast – Unlocking global potential: U.S. vs. Europe and beyond

May 2025

Portfolio Manager Patrice Quirion shares how he is navigating the complex currents of today’s global markets and where there may be opportunity for diversification.
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Second-quarter global investment outlook: The post-trade trades

May 2025

A volatile start to the year has recalibrated markets. This invites a regionally diversified approach.
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Second-quarter Asia Investment outlook

April 2025

Subdued inflation and resilient growth should make Asia an attractive destination for investors in the coming months.
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Asia will fare best: on tariffs and trade tensions

April 2025

Geography matters when it comes to trade, according to Fidelity International’s analysts. The further east you go, the fewer expect tariffs to have an adverse effect on their companies.
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