Fidelity Leadership Series

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

Jurrien Timmer October 2017 Commentary: Another Milestone on the Road to Policy Normalization

Thought Leadership - Viewpoint

October 2017

Jurrien Timmer, Director of Global Macro, talks about how, despite the Federal Reserve holding rates steady in September, their plan to start rolling down their balance sheet signifies a major milestone, underscoring the central bank’s commitment to unwind its nearly decade-long easy-money policy.

Growth vs. value investing

Thought Leadership - Growth vs. value investing

September 2017

When evaluating domestic stock mutual funds, you’ve likely run across two labels that may be confusing: Growth Funds and Value Funds. Both types of funds seek to provide the best possible returns. The difference is in the approach they take, the way they pick stocks, and the types of markets for which they are best suited.

Now May Be a Good Time to Increase Exposure to International Equity

Thought Leadership - World Flags
September 2017
 
The long rally in U.S. stocks has left many equity portfolios with a home-country bias. But given the renewed strength in fundamentals and earnings overseas, now may be an ideal time for investors to boost their international allocation.

Jurrien Timmer September 2017 Commentary: The Conversation We'll be Having for Years to Come

Thought Leadership - Viewpoint

September 2017

In this article, based on a U.S. article, Jurrien Timmer, Director of Global Macro, believes that the timing and degree of monetary policy normalization will likely come down to the overall growth environment and inflation. A strong economic and earnings backdrop should allow central banks to normalize faster than a weak one.

Interview with Portfolio Manager Daniel Dupont

Dan Dupont

August 2017

The importance of downside risk mitigation and “aggressive patience”:  Daniel Dupont, portfolio manager of  Fidelity Canadian Large Cap Fund and Fidelity NorthStar Fund, shares his investment strategies.

Three ways a financial advisor can add value

Thought Leadership - Charts

August 2017

This 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.

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.

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.

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.

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.

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.

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.

Secular Outlook for Global Growth: 2017-2036

Thought Leadership - Global growth
October 2017
 
Fidelity’s Asset Allocation Research Team provides a secular global growth forecast for the global economy for the next 20 years.Their outlook:  Slower growth is expected to result in a lower-than-historical-average interest-rate climate and be less of a tailwind to equities.

U.S. Cycle Maturing as Synchronized Global Expansion Continues (September Business Cycle Update)

Thought Leadership - Market volatility

September 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 September 2017.

7 good reasons you might not want to buy a house

Thought Leadership - Real estate

September 2017

Buying a home is a major milestone in your life; however, there may be reasons to wait to buy your first house. Learn here why you should potentially reconsider buying a home.

How to take care of aging parents and yourself

Thought Leadership - Woman walking on beach

August 2017

This article gives ideas to help women protect their financial future while caring for aging loved ones.

Will Dwindling Unemployment Finally Spark Inflation? (August Business Cycle Update)

Thought Leadership - Market volatility

August 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 August 2017.

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.

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.

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.

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.

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.

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.