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.

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 pdf

Market bottom: Getting closer?

Jurrien Timmer, Director of Global Macro, outlines the key factors driving today’s financial markets and his perspective on where markets could go in the future.

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Hunker down

Jurrien Timmer, Director of Global Macro, discusses when the market correction may end and why a diversified portfolio and long-term perspective can help investors manage recent market volatility.

Everybody ready for the 2020s?

November 2019

What could financial markets look like in the next decade? Jurrien Timmer, Director of Global Macro, studies the important strategic investment questions shaping the next decade, including inflation, deflation and one of the largest demographic changes in history.

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