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The monthly Timmer market report

 

Jurrien Timmer – Taking stock of the markets

Stay up-to-date with the markets as Fidelity’s Director of Global Macro Jurrien Timmer weighs in on the latest developments.

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Some Reflections on Inflections

Jurrien Timmer, Director of Global Macro, summarizes the latest earnings cycle, where global markets sit currently in the economic cycle and why now may be the time for a market transition.

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Some reflections on inflections - Chinese version: 關於拐點的省思 pdf

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Understanding Bitcoin

Among an increasing number of investors and portfolio managers, Bitcoin is considered a legitimate and distinct asset class. Jurrien Timmer, Director of Global Macro, summarizes Bitcoin’s evolution and why it may be considered, alongside other alternatives, as part of an investment portfolio.

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Understanding Bitcoin - Chinese version: 比特幣淺析

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