Fidelity Leadership Series

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

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.

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.

Jurrien Timmer December 2016 Commentary: From Low Volatility to High Growth?

Thought Leadership - Viewpoint

December 2016

In this article, based on a U.S. article, Jurrien Timmer, Director of Global Macro, discusses the results of the recent U.S. election and what it might mean for investors. He believes that the new administration could be positive for growth, if it’s not offset by rising protectionism and a more hawkish Fed.

Post-Election Outlook: Parsing Investment Opportunities From Potential New Policy

Thought Leadership - Market volatility

November 2016

Fidelity experts offer perspectives on the 2016 U.S. election results, focusing on areas that may be impacted by President-elect Trump's policy agenda.

Now what for markets?

Thought Leadership - Viewpoint
November 2016
 
Jurrien Timmer, director of global macro, explains why we may have a rocky road ahead as markets react to the unexpected U.S. election results. Jurrien stresses it is important to have a good investing plan and stick with it.
 

Expect slower world growth, lower yet positive returns

World Flags

October 2016

Fidelity’s Asset Allocation Research Team provides a secular global growth forecast for the global economy for the next 20 years.
Their outlook: global growth should remain positive, but slow, and contribute to lower investment returns.

What bond investors should know about higher rates

Thought Leadership - Viewpoint

November 2016

Four reasons why bond investors may want to ignore short-term concerns about an interest rate change.

Emerging Markets: Improved Cyclical Trends After a Long Dry Spell (September Business Cycle Update)

Thought Leadership - Market volatility

September 2016

Dirk Hofschire, CFA, senior vice president, asset allocation research, and Lisa Emsbo-Mattingly, director of asset allocation research, assess U.S. and global economic and financial market trends for September 2016.

Why Are Stocks Near All-Time Highs and Yields Near All-Time Lows (August 2016 Business Cycle Update)

Thought Leadership - Charts

August 2016

Dirk Hofschire, CFA, senior vice president, asset allocation research, and Lisa Emsbo-Mattingly, director of asset allocation research, assess U.S. and global economic and financial market trends for August 2016.

Third Quarter 2016 Quarterly Market Update Executive Summary

Thought Leadership - Market volatility

July 2016

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 2016.

The U.K.'s Exit Looms: What Investors Need to Know

Brexit vote

June 2016

Fidelity experts discuss the uncertainties created by the U.K.'s vote to leave the EU and the potential implications for investors. Heightened volatility may create opportunities to uncover relative winners using an active approach to stock selection.

Third Quarter 2016 Asset Allocation Report by David Wolf: “Currency management”

Thought Leadership - Viewpoint - Market Perspectives

Third Quarter 2016

In his Q3 2016 Asset Allocation Report, portfolio manager David Wolf discusses currency management.

He discusses the approach taken to currency management in the Canadian multi asset class funds, the rationale for that approach, and how that has translated in the positioning of the 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.

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.

Fidelity’s Perspective on Rising Interest Rates

Thought Leadership - Charts 2

January 2017

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)

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. 

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.

U.S. Economy in Slow Roll Toward Late-Cycle Phase (November Business Cycle Update)

Thought Leadership - Market volatility

November 2016

Dirk Hofschire, CFA, senior vice president, asset allocation research, and Lisa Emsbo-Mattingly, director of asset allocation research, assess U.S. and global economic and financial market trends for November 2016.

Jurrien Timmer November 2016 Commentary: Market Drivers Heading Into Year End

Thought Leadership - Viewpoint

November 2016

In this article, based on a U.S. article, Jurrien Timmer, Director of Global Macro, discusses several key themes that he believes are likely to influence stock market performance for the remainder of 2016.

Jurrien Timmer October 2016 Commentary: After Their Latest Tantrum, Stocks May Be Poised to Grow Up

Thought Leadership - Viewpoint

October 2016

In this article, based on a U.S. article, Jurrien Timmer, Director of Global Macro, talks about how uncertainty about interest rates caused significant stock market volatility ahead of the Federal Reserve’s September policy meeting. However, these short-term market declines may offer opportunities for investors to rebalance their portfolios and take advantage of pricing dislocations.

Five Fidelity Viewpoints: Last Days of Summer

Thought Leadership - Market volatility

September 2016

Fidelity highlights five themes to consider at September’s outset.

Five Scenarios for Stocks

Thought Leadership - Viewpoint

September 2016

In this article, based on a U.S. article, Jurrien Timmer, Director of Global Macro, talks about how stocks, after reaching record highs, may only grind higher from here.

Potential market backdrops include the current stagnation regime, or deglobalization sparked by Brexit, or a bond-proxy bubble resulting from the global pursuit for yield.

Jurrien Timmer August 2016 Commentary: Breakout or Fake Out

Thought Leadership - Viewpoint

August 2016

In this article, based on a U.S. article, Jurrien Timmer, Director of Global Macro, talks about how less than a month after Brexit, U.S. stocks have set record highs and may be poised to climb higher. He discusses what it will take for the market’s momentum to continue.

Jurrien Timmer July 2016 Commentary (Supplement): Revisiting Fundamentals in a Post-Brexit World

Thought Leadership - Viewpoint

July 2016

In this article, based on a U.S. article, Jurrien Timmer, Director of Global Macro, supplements his July commentary, “Investing Implications of Brexit”.

He feels that realistically, improved earnings growth is the key to overcoming Brexit fears and the market’s prolonged trading range. Better financial conditions, higher oil prices, and a weaker U.S. dollar may facilitate a better earnings environment for U.S. stocks.

Jurrien Timmer July 2016 Commentary: Investing Implications of Brexit

Thought Leadership - Viewpoint

July 2016

In this article, based on a U.S. article, Jurrien Timmer, Director of Global Macro, offers his insights about Brexit as a signal of deglobalization, why it may spell the end of the U.S. Federal Reserve’s rate-hike cycle, and how the potential implications of Brexit could favor an active, stock-by-stock approach to security selection.

Three ways a financial advisor can add value

Thought Leadership - Charts

May 2016

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.