Jurrien Timmer: Are we there yet? (04/06/25)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Please note, this report was…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Jurrien Timmer: Interim Update (4/3/2025)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company I don’t think I have…
Jurrien Timmer: A Study in Contrasts (Week of 3/31/25)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company This information is provided for…
Denise Chisholm: Extreme Moves, Rare Signals & What's Next?
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Markets are built on uncertainty, but some weeks…
Jurrien Timmer: High Altitude (week of March 10, 2025)
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Stick with the Math Corrections and volatility are the…
Jurrien Timmer: Chaos & Order (Week of 03/03/25)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Things seem kind of chaotic…
Denise Chisholm: Gov't Spending - Noise or Signal?
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments February 21, 2025 Given recent headlines, investors have…
Jurrien Timmer: The Heat is On
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Breaking Eggs to Make an…
Why the Unknown is Often your Best Bet
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments With recent tariff headlines creating market volatility, it…
Large Cap Growth is Cheaper than You Think
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments The recent buzz around a certain AI company…
The Fed Is Done—But Is the Market Ready for What’s Next?
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company The news flow has been…
Fidelity Investments: Week in Review
Fidelity experts give you in-depth weekly market analysis.
Markets Driven by Multiple Expansion Have Been Durable, Pt. 2
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Overall, 2024’s returns were primarily driven by multiple…
Jurrien Timmer: Life is a Festival of Disruption (Week of 1/21/25)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Remembering the Great David Lynch…
Markets Driven by Multiple Expansion Have Been Durable
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments There was no “Santa Rally”; December was a…
