Get our experts' current thinking on the financial markets, investing trends, and personal finance.
Fidelity Leadership Series
Second Quarter 2017 Asset Allocation Report by David Wolf and David Tulk: “Tilting towards EM, Europe”
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
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?
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)
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
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
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
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
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)
Five habits of successful investors
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?
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
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.
Women & money: How to take charge
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.
Second Quarter 2017 Quarterly Market Update (Executive Summary)
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
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
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
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
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”
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)
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
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.
Fidelity’s Perspective on Rising Interest Rates
Fidelity senior investment leaders recently met to discuss the global interest rate backdrop, the outlook for rate policy in 2017, and the asset allocation implications of rising rates. This paper summarizes the key highlights of that discussion.
Global Expansion to Persist in 2017, with a Wide Distribution of Policy Outcomes (December 2016/January 2017 Business Cycle Update)
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”
Fourth Quarter 2016
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.
Three ways a financial advisor can add value
This article, based on a U.S. article, lists some of the advantages to working with a financial advisor, such as investment guidance, managing taxes, and financial planning through your different life stages.