Fidelity Investments Canada

Fidelity Investments Canada

Jurrien Timmer: Peak Reflation May Be Looming

Insight Markets Outlook
Peak Reflation May Be Looming The reflation trade appears intact, but U.S. stock gains could slow if the economy reaches a momentum peak. by Jurrien Timmer, Director of ...
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What It Would Take for U.S. Economy to Grow at 4% Rate

Economy Insight Markets Outlook
Business Cycle Update What It Would Take for U.S. Economy to Grow at 4% Rate Long-term economic growth likely to remain slower than history; short-term increase possible under ...
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Timmer: Global Convergence May Be a Win-Win for Stock Investors

Energy & Natural Resources Insight Markets Outlook
Global Convergence May Be a Win-Win for Stock Investors With international and U.S. stocks on the rise, portfolios with exposure to both could benefit. by Jurrien Timmer | ...
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On 60/40

Asset Allocation Bonds Fixed Income Insight Markets Outlook Stocks Strategy
by David Wolf, Portfolio Co-manager, Fidelity Investments Canada Key Takeaways Inflation shocks are a risk to the success of 60/40 Active asset allocation can mitigate the potential hit ...
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Sourcing Dividend Income in an Era of Rising Rates

Insight Markets Outlook US Stocks
by James Morrow, CFA | Portfolio Manager Naveed Rahman | Institutional Portfolio Manager Srinivas Vemparala | Quantitative Analyst, Fidelity Investments Canada Dividend-paying companies with attractive valuations, low payout ...
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Fidelity Investments’ Perspective on Rising Interest Rates

Insight Interest Rates Markets Outlook
Fidelity Investments’ Perspective on Rising Interest Rates Fidelity investment leaders discuss the economic and asset allocation implications of higher interest rates in 2017. Key Takeaways • U.S. interest ...
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Jurrien Timmer: Outlook 2017: Fade or Follow?

Insight Markets Outlook
Equity markets have priced in a new regime as we head into 2017. Will it materialize? by Jurrien Timmer | Director of Global Macro | Fidelity Global Asset ...
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From Low Volatility to High Growth?

Markets
by Jurrien Timmer, Director of Global Macro, Fidelity Global Asset Allocation Division Key Takeaways • The “high-vol” presidential candidate has won, and with a sweep of both houses ...
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David Wolf: New era, old cycle

Canadian Market Insight Markets Outlook Stocks US Stocks
by David Wolf, Portfolio Manager, Fidelity Investments Canada Key Takeaways Trump win should usher in late cycle environment We have added to equities while underweighting duration, overweighting USD ...
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World’s Largest Institutional Investors Expecting More Asset Allocation Changes Over Next Two Years Than In The Past

Asset Allocation Bond Market Capital Market Fixed Income Insight Markets Outlook portfolio management Strategy
by Fidelity Canada InstitutionalSM With More Asset Allocation Changes Expected Globally, Institutional Investors May Find Value in Examining the Rigor of their Investment Decision-Making Process TORONTO, December 1, ...
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