Market updates

Get information and expert opinions on a variety of current financial, investment and economic issues.

PM Plage and Moore PM Plage and Moore
Views on the bond markets: Higher yields

May 2018
How have Jeff Moore and Michael Plage’s expectations changed now that yields are higher in the U.S.?

stock ticker numbers overlaid on office towers stock ticker numbers overlaid on office towers
Nowhere To Go But Sideways?

May 2018
Jurrien Timmer

PM Jeff Moore PM Jeff Moore
Views on the bond markets: Global trade

April 2018

How is the U.S. administration’s approach to global trade impacting markets? Jeff Moore and Michael Plage share their insights

PM Jeff Moore PM Jeff Moore
Views on the bond markets: Chair of the U.S. Federal Reserve

April 2018

Jeff Moore and Michael Plage converse about the latest messaging from central banks around the world

arrows and percentage sign arrows and percentage sign
Positioning for rising interest rates
Second Quarter 2018
​David Wolf and David Tulk
container ship on water container ship on water
Lower Stock Valuations May Be a Trade-Off of Higher Trade Tariffs

April 2018
Jurrien Timmer

looking up at glass office towers looking up at glass office towers
Quarterly Market Update

First Quarter 2018

looking down at spiral staircase from several stories up looking down at spiral staircase from several stories up
Fidelity Perspectives on the Markets

Fidelity senior investment leaders discuss the drivers of the recent market volatility and other key market trends.

inset image inset image
Global Expansion Solid but Continues to Mature

March 2018 Business Cycle Update

Michael Plage, Portfolio Manager Michael Plage, Portfolio Manager
Views on the bond markets: February’s volatility

March 2018

Jeff Moore and Michael Plage look at how the fixed-income markets reacted to February’s volatility.

Jeff Moore, Portfolio Manager Jeff Moore, Portfolio Manager
Views on the bond markets: Chair of the U.S. Federal Reserve

March 2018

Jeff Moore and Michael Plage discuss if the new Chair of the U.S. Federal Reserve will alter the Fed’s interest rate policy.

sun shining through clouds sun shining through clouds
Storm Clouds and Silver Linings

March 2018
Jurrien Timmer

stock ticker stock ticker
Market shakeup: What's next?

February 2018
Jurrien Timmer

looking up at three office towers against blue sky with cloud and sun looking up at three office towers against blue sky with cloud and sun
Still a Good Time for International Equities?

February 2018 Business Cycle Update

stylized photo of highway overpasses at night stylized photo of highway overpasses at night
Two Roads the Market May Follow

February 2018
Jurrien Timmer

U.S. currency bills U.S. currency bills
Portfolio Manager perspectives – Steve MacMillan

February 2018

Is U.S. tax reform a windfall for your portfolio? Read the commentary from portfolio manager Steve MacMillan.

pair of hand holding mobile phone pair of hand holding mobile phone
Dividing labour, adding return
First Quarter 2018
​David Wolf and David Tulk
Jeff Moore, Portfolio Manager and Michael Plage, Portfolio Manager Jeff Moore, Portfolio Manager and Michael Plage, Portfolio Manager
Views on the bond markets: Six-month outlook for 2018

January 2018

Jeff Moore and Michael Plage explain their global growth outlook for 2018 and discuss non-government debt.

Michael Plage, Portfolio Manager Michael Plage, Portfolio Manager
Six-month outlook on the bond markets: earnings and securitized markets

January 2018

Jeff Moore and Michael Plage discuss how corporate earnings and profits will affect the markets in 2018.

Jeff Moore, Portfolio Manager Jeff Moore, Portfolio Manager
Six-month outlook on the bond markets: global monetary policy

January 2018

Jeff Moore and Michael Plage discuss how inflation, central banks, and global liquidity will affect the markets in 2018.

Jeff Moore, Portfolio Manager and Michael Plage, Portfolio Manager Jeff Moore, Portfolio Manager and Michael Plage, Portfolio Manager
Six-month outlook on the bond markets: emerging markets and commodities

January 2018

Jeff Moore and Michael Plage discuss how emerging markets debt has changed and their views on commodities for 2018.

3D pie and bar graph images overlaid on paper with graph images 3D pie and bar graph images overlaid on paper with graph images
Four Key Drivers for Stocks in 2018

January 2018
Jurrien Timmer

Jeff Moore, Portfolio Manager and Michael Plage, Portfolio Manager Jeff Moore, Portfolio Manager and Michael Plage, Portfolio Manager
Views on the bond markets: Macroeconomic factors

December 2017

Jeff Moore and Michael Plage discuss macroeconomic factors and the impact on the bond market

2018 white desk calendar with white pencil 2018 white desk calendar with white pencil
2018 Outlook: Global Expansion to Continue, but Markets Likely More Volatile

December Business Cycle Update

bull and bear figurines facing each other, standing on paper with graph printed on it bull and bear figurines facing each other, standing on paper with graph printed on it
Minus Inflation and Leverage, a Bear Market Doesn’t Add Up

December 2017
Jurrien Timmer

Jeff Moore, Portfolio Manager Jeff Moore, Portfolio Manager
Views on the bond markets: Dispersion of returns

November 2017

man looking at high rise towers from behind wall to ceiling glass window man looking at high rise towers from behind wall to ceiling glass window
As Good as It Gets

November 2017
Jurrien Timmer

Michael Plage, Portfolio Manager Michael Plage, Portfolio Manager
Views on bond markets: the FED

October 2017

Jeff Moore, Portfolio Manager Jeff Moore, Portfolio Manager
Views on bond markets: Quantatative easing

October 2017

image of globe overlaid with line and bar graphs, as well as columns and rows of zeros and ones along the left and bottom of the image image of globe overlaid with line and bar graphs, as well as columns and rows of zeros and ones along the left and bottom of the image
Another Milestone on the Road to Policy Normalization

October 2017
Jurrien Timmer

image of currency rates table overlaid with map of continents and arrows image of currency rates table overlaid with map of continents and arrows
Now May Be a Good Time to Increase Exposure to International Equity

September 2017

Arvind Navaratnam, Portfolio Manager Arvind Navaratnam, Portfolio Manager
Investable corporate events

September 2017

stack of Canadian currency stack of Canadian currency
One out of three ain’t good
Fourth Quarter 2017
​David Wolf and David Tulk
photo showing base and plinth of architectural columns photo showing base and plinth of architectural columns
The Conversation We'll be Having for Years to Come

September 2017
Jurrien Timmer

Sammy Simnegar, Portfolio Manager Sammy Simnegar, Portfolio Manager
China: Observations and opportunities

September 2017

Sammy Simnegar, Portfolio Manager Sammy Simnegar, Portfolio Manager
What themes will drive emerging markets?

September 2017

Sri Tella, Portfolio Manager Sri Tella, Portfolio Manager
Are we in a bond bubble?

August 2017

Sri Tella, Portfolio Manager Sri Tella, Portfolio Manager
Navigating a rising-rate environment

August 2017

Maxime Lemieux, Portfolio Manager Maxime Lemieux, Portfolio Manager
Finding opportunities

August 2017

Maxime Lemieux, Portfolio Manager Maxime Lemieux, Portfolio Manager
Growth and downside protection

August 2017

image or 3d bar graphs ovelaid with zeros and ones image or 3d bar graphs ovelaid with zeros and ones
After a snail-paced start, the Fed’s rate tightening cycle is shifting into high gear

August 2017
​Jurrien Timmer

Aneta Wynimko, Portfolio Manager Aneta Wynimko, Portfolio Manager
Thinking like a consumer

August 2017

photo of bar graph printed on paper with pencil on top of the paper, overlaid with lines in line graph formation photo of bar graph printed on paper with pencil on top of the paper, overlaid with lines in line graph formation
Will the Markets’ Fairy Tale Year Have a Happy Ending?

July 2017
​Jurrien Timmer

stylized image of globe overlaid with columns of zeros and ones as well a plus sign stylized image of globe overlaid with columns of zeros and ones as well a plus sign
Sale on foreign assets! Limited time!
Third Quarter 2017
David Wolf and David Tulk
Adam Kutas, Portfolio Manager Adam Kutas, Portfolio Manager
Frontier emerging markets outlook

July 2017

photo of 3D jig saw puzzle of globe photo of 3D jig saw puzzle of globe
Taking Stock of the Market's Mood

June 2017
Jurrien Timmer

Eileen Dibb, Portfolio Manager Eileen Dibb, Portfolio Manager
Asia-Pacific outlook

July 2017

Ramona Persaud, Portfolio Manager Ramona Persaud, Portfolio Manager
The elephant chart: What is driving populism?

June 2017

Ramona Persaud, Portfolio Manager Ramona Persaud, Portfolio Manager
A value-oriented investment style

June 2017

Portfolio managers Joel Tillinghast and Dan Dupont with Pat Bolland Portfolio managers Joel Tillinghast and Dan Dupont with Pat Bolland
Investing insights from two go-anywhere portfolio managers

April 2015

Read a fund’s or pool’s prospectus or offering memorandum and speak to an advisor before investing. Read our privacy policy. By using or logging in to this website, you consent to the use of cookies as described in our privacy policy.

This site is for persons in Canada only. Mutual funds sponsored by Fidelity Investments Canada ULC are only qualified for sale in the provinces and territories of Canada.

812756.1.0