Jurrien Timmer: When in Doubt, Zoom Out
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Zoom out It’s getting increasingly…
Jurrien Timmer: Bent Not Broken
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Bent Not Broken Stress levels…
Jurrien Timmer: Leaning Towers
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Week 3 of the conflict…
Timmer: Tangled Web
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Week 3 is about to…
Jurrien Timmer: Up in the air
by Jurrien Timmer, Director of Global Macro, Fidelity Management & Research Company With the conflict in Iran becoming…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Jurrien Timmer: The Alpha and The Beta
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Another week, another major news…
Jurrien Timmer: Visibility Improves Above the Clouds
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company The view from above. Another…
Jurrien Timmer: Green Over Red
by Jurrien Timmer, Director of Global Macro, Fidelity Management & Research Company The tortoise and the hare It…
Jurrien Timmer: (Re)balancing Act
by Jurrien Timmer, Director of Global Macro, Fidelity Management & Research Company Rebalancing Act The news flow continues…
Jurrien Timmer: Spheres of Influence
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Commodities could well become one…
Market leadership and concentration risk: Insights from Jurrien Timmer - December 22, 2025
by Fidelity Investments Fidelity’s Director of Global Macro, Jurrien Timmer, shared his insights on market leadership, concentration risk,…
Inflation's Surprise: A Bullish Twist for '26?
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Inflation surprised to the downside this week, with…
Jurrien Timmer: Lines in The Sand
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company My lines in the sand…
Confidence Down, Sales Up. Here’s How it Makes Sense
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments The consumer’s under a microscope lately, with job…
Jurrien Timmer: Fast Forward
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Life in fast forward My…