Fidelity Leadership Series

Get our experts' current thinking on the financial markets, investing trends, and personal finance.

Fixed Income Perspectives

Thought Leadership - Viewpoint

August 2017

Download the latest fixed income commentary from portfolio managers Jeff Moore and Michael Plage.

Third Quarter 2017 Asset Allocation Report by David Wolf and David Tulk: “Sale on foreign assets! Limited time!”

Thought Leadership - Viewpoint - Market Perspectives

Third Quarter 2017

In this Third Quarter Asset Allocation Report for 2017, David Wolf and David Tulk discuss how they continue to see risks to an imbalanced Canadian economy. They discuss the market positioning of Fidelity Canada’s multi-asset class funds in light of this current market environment. They are diversifying further from the domestic market into unhedged foreign assets, where opportunities look most favourable.

Third Quarter 2017 Quarterly Market Update (Executive Summary)

Thought Leadership - Market volatility

July 2017

Fidelity’s Asset Allocation Research Team (AART) examines major themes in global financial markets and presents its investment outlook in this market update for the third quarter of 2017.

Jurrien Timmer July 2017 Commentary: Will the Markets’ Fairy Tale Year Have a Happy Ending?

Thought Leadership - Viewpoint

July 2017

In this article, based on a U.S. article, Jurrien Timmer, Director of Global Macro, looks at how 2017 has been a Goldilocks year so far, with stocks and bonds up amid record-low volatility. But with the Fed penciling in seven more rate hikes in the next two years, 2018 could be a different story.

Why Protecting Capital Matters

Thought Leadership - Why Protecting Capital Matters

June 2017

Why is protecting against losses in your portfolio so important? Read our latest paper examining the importance of mitigating downside risk to long-term investment returns.

Jurrien Timmer June 2017 Commentary: Taking Stock of the Market's Mood

Thought Leadership - Viewpoint

June 2017

In this article, based on a U.S. article, Jurrien Timmer, Director of Global Macro, takes stock of the current markets.
 

He finds that international developed and emerging-market stocks have beaten U.S. equities on a one-year and year-to-date basis, which he expects to continue. However, he also cautions that equity returns in general could be more subdued going forward.

Jurrien Timmer May 2017 Commentary: A Question of Valuation

Thought Leadership - Viewpoint

May 2017

In this article, based on a U.S. article, Jurrien Timmer, Director of Global Macro, talks about how the S&P 500’s P/E has jumped more than two points since the November 2016 U.S. election. With U.S. stocks becoming more richly valued, investors may want to consider less-expensive opportunities for growth in stock markets overseas.

Second Quarter 2017 Quarterly Market Update (Executive Summary)

Thought Leadership - Market volatility

April 2017

Fidelity’s Asset Allocation Research Team (AART) examines major themes in global financial markets and presents its investment outlook in this market update for the second quarter of 2017.

Jurrien Timmer April 2017 Commentary: Peak Reflation May Be Looming

Thought Leadership - Viewpoint

April 2017

In this article, based on a U.S. article, Jurrien Timmer, Director of Global Macro, talks about how the Fed’s dovish hike in March averted a mini taper tantrum and gave new life to the reflation trade. Nevertheless, the U.S. economy may be approaching a momentum peak, which could also mean a reflation peak, and lead to a slowdown of the U.S. equity rally.

Prudent Growth with Low-Volatility Equity Investing

Thought Leadership - Market volatility

March 2017

While equity investing can be a strong option for investors looking to meet future liabilities and income commitments, many are put off by the potential downside risk. In this paper we outline why low-vol equity investing can be a compelling alternative. 

Taking control of your financial future

Thought Leadership - Woman typing on laptop

March 2017

Many women today are balancing several priorities, which means that investing often gets lost in the shuffle. Here’s some inspiration to get your finances back on track.

Global Convergence May Be a Win-Win for Stock Investors

Thought Leadership - Viewpoint

March 2017

In this article, based on a U.S. article, Jurrien Timmer, Director of Global Macro, talks about how, since this time last year, the global economy has been converging in a worldwide synchronized upturn. He feels that with both international and U.S. stocks on the rise, a globally diversified portfolio may make more sense than ever.

First Quarter 2017 Asset Allocation Report by David Wolf: “On 60/40”

Thought Leadership - Viewpoint - Market Perspectives

First Quarter 2017

In his first Asset Allocation Report for 2017, portfolio manager David Wolf discusses why he feels that a passive 60/40 portfolio of stocks and bonds may not work as well as it has in the past in helping investors achieve their goals. In the current environment, they may need to take a more active approach to asset allocation.

For Now, the Risks of Trade Protectionism Are Offset by Global Reacceleration (February 2017 Business Cycle Update)

Thought Leadership - Market volatility

February 2017

Dirk Hofschire, CFA, senior vice president, asset allocation research, and Lisa Emsbo-Mattingly, director of asset allocation research, assess the outlook for the U.S. and global economy as of February 2017.

Sourcing Dividend Income in an Era of Rising Rates

Thought Leadership

January 2017

A research-based perspective on how stocks with high dividend yields and low payout ratios have performed during rising interest rates, and over the long term.

The findings? Over extended periods, dividend-oriented equity investing has been a rewarding strategy. Focusing on dividend-paying companies with attractive valuations, low payout ratios, and the ability to grow dividends has provided compelling value over the long term.

Five habits of successful investors

Thought Leadership - Viewpoint

January 2017

For many people, one of their New Year’s resolutions is to “save more”. This article, based on a U.S. article, looks at what separates the most successful investors from the rest. Good news: it's actually pretty simple. Here's what we've seen work for investors over the years.

Jurrien Timmer January 2017 Commentary: Outlook 2017: Fade or Follow?

Thought Leadership - Viewpoint

January 2017

In this article, based on a U.S. article, Jurrien Timmer, Director of Global Macro, talks about how stocks are up sharply since the U.S. election, but wonders how they perform in 2017 with the uncertain outlook for inflation, interest rates, and the new administration. He believes that in any case, it may be an ideal time for active management.

7 Tips to make the most of your RRSP

Thought Leadership - Mature couple with coffee

November 2016

Saving for retirement can be challenging. Fidelity’s tax and retirement expert Peter Bowen provides seven simple tips to make the most of your RRSP.

Interview with Portfolio Manager Joel Tillinghast

Thought Leadership - Tillinghast Interview

August 2017

An interview with Joel Tillinghast, Portfolio Manager of the Fidelity Global Intrinsic Value Class Fund.

Jurrien Timmer Aug 2017 Commentary: After a Snail-Paced Start, the Fed’s Rate Tightening Cycle Is Shifting into High Gear

Thought Leadership - Viewpoint

August 2017

In this article, based on a U.S. article, Jurrien Timmer, Director of Global Macro, talks about why he feels that stocks can rally through more rate hikes by the U.S. Federal Reserve.

As long as corporate earnings and the economy remain robust, financial conditions suggest the Fed can continue on its rate tightening path without sinking the economy.

Interview with Portfolio Manager Mark Schmehl

Thought Leadership - Schmehl Interview

June 2017

“Never buy the better mouse trap” key investment lessons from Mark Schmehl’s path to portfolio management.

European Growth on Upswing After Years of Struggle (June Business Cycle Update)

Thought Leadership - Market volatility

June 2017

Dirk Hofschire, CFA, senior vice president, asset allocation research, and Lisa Emsbo-Mattingly, director of asset allocation research, assess key factors influencing the outlook for both the U.S. and the global economy as of June 2017. Their key focus for this month is Europe. They assess how Europe’s economy is on firmer cyclical ground after a long, slow, and uneven path since the 2008 global financial crisis.

Five Factors Driving Crosswinds for U.S. Earnings Outlook (May Business Cycle Update)

Thought Leadership - Market volatility

May 2017

Dirk Hofschire, CFA, senior vice president, asset allocation research, and Lisa Emsbo-Mattingly, director of asset allocation research, assess the outlook for the U.S. and global economy as of May 2017.

Second Quarter 2017 Asset Allocation Report by David Wolf and David Tulk: “Tilting towards EM, Europe”

Thought Leadership - Viewpoint - Market Perspectives

Second Quarter 2017

In this second quarter Asset Allocation Report for 2017, David Wolf and David Tulk discuss how they continue to find cross-market opportunities, despite this late cycle environment. They discuss the regional equity market positioning in the funds in light of this current market environment.

How to manage inflation

Thought Leadership - Jig saw puzzle pieces

April 2017

If inflation picks up, it can have an impact on a wide range of investments. This article explores why inflation warrants prudent risk management, and may be particularly concerning for conservatively positioned, income-oriented retirees.

Time to take away the financial keys?

Thought Leadership - Hading Over Keys

March 2017

Adult children have little knowledge about their parents’ finances. Here are seven ways to take charge.

What It Would Take for U.S. Economy to Grow at 4% Rate (March Business Cycle Update)

Thought Leadership - Market volatility

March 2017

Dirk Hofschire, CFA, senior vice president, asset allocation research, and Lisa Emsbo-Mattingly, director of asset allocation research, assess the outlook for the U.S. and global economy as of March 2017.

Recently divorced or widowed? Five steps to protecting your finances

Thought Leadership - Woman walking on beach

March 2017

Five steps to help protect your finances and avoid emotionally driven decisions if you are widowed or divorced.

Eight tips for talking money with adult kids

Thought Leadership - mature couple gardening

February 2017

Are you uncomfortable having “the money talk” with your kids? Parents and young adults can benefit from being more frank about finances. Here’s how to do it.

Aging Well : A planning, conversation and resource guide

Thought Leadership - Woman typing on laptop

February 2017

This guide, based on a U.S. guide, helps you to learn about the things to keep in mind as you consider your loved one’s aging goals and preferences. There are conversation starters and worksheets to help you and your loved ones work together to put a plan in place and document important information.

Jurrien Timmer February 2017 Commentary: The Equity Bull Market May Take its Show on the Road

Thought Leadership - Viewpoint

February 2017

In this article, based on a U.S. article, Jurrien Timmer, Director of Global Macro, talks about how U.S. stocks may reaccelerate if earnings climb and U.S. Congress approves President Trump’s proposals. However, Jurrien feels that foreign stocks have beaten U.S. equities since December 1st and may extend their rally if the U.S. dollar has peaked or weakens.

First Quarter 2017 Quarterly Market Update (Executive Summary)

Thought Leadership - Market volatility

January 2017

Fidelity’s Asset Allocation Research Team (AART) examines major themes in global financial markets and presents its investment outlook in this market update for the first quarter of 2017.

Global Expansion to Persist in 2017, with a Wide Distribution of Policy Outcomes (December 2016/January 2017 Business Cycle Update)

Thought Leadership - Market volatility

December 2016 / January 2017

Dirk Hofschire, CFA, senior vice president, asset allocation research, and Lisa Emsbo-Mattingly, director of asset allocation research, assess the outlook for the U.S. and global economy as of December 2016 and January 2017.

Fourth Quarter 2016 Asset Allocation Report by David Wolf: “New era, old cycle”

Thought Leadership - Viewpoint - Market Perspectives

Fourth Quarter 2016

In his Q4 2016 Asset Allocation Report, portfolio manager David Wolf discusses how the incoming U.S. administration will usher in a new era for policy in the U.S.  

Although all the details are not known at this point, this will have effects on financial markets - which will have consequences for Fidelity’s active asset allocation strategy in the Canadian multi asset class funds. 

Women & money: How to take charge

Thought Leadership - Woman typing on laptop

April 2016

This article, based on a U.S. article, lists five ways for women to help overcome a lack of confidence about money and investing, and become more financially engaged.