What the SVB closure may mean for markets
by Jurrien Timmer, Director of Global Macro, Fidelity Investments The closure is unlikely to trigger a crisis, but…
Canadian and global portfolio perspectives – Fidelity's Joe Overdevest
March 2023 marks one year since the Bank of Canada raised its key benchmark interest rate for the…
The market enters a new phase
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Strong economic news has dashed hopes of rate cuts.…
Jurrien Timmer: A surprising twist on the debt-ceiling debate
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Brinksmanship could have unintended consequences for market conditions. Key…
5 key economic trends to watch this year
By Dirk Hofschire, CFA, Senior Vice President, Asset Allocation Research; Cait Dourney, CFA, CBE, Research Analyst, Asset Allocation…
Global outlook 2023: New world disorder
by Fidelity Viewpoints, Fidelity Investments Geopolitical risks and inflation shouldn't obscure long-term opportunities. Key takeaways Many non-US stock…
5 surprising investing ideas for 2023
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Riskier asset classes and segments could offer attractive…
Outlook 2023: Bonds are back
by Fidelity Viewpoints After a stormy 2022, the forecast looks bright for fixed income. Key takeaways Bond yields…
Timmer: Expecting more market chop in 2023
by Jurrien Timmer, Director of Global Macro, Fidelity Investments We may see a sideways, volatile market in the…
3 reasons your portfolio may be underperforming
by Fidelity Viewpoints These drags on performance can be easy to miss. Key takeaways Holding more cash than…
Timmer: The big question for the market
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Are we still in a long-term bull market? Key…
Should commodities have a role in your portfolio?
by Fidelity Viewpoints It may depend on your inflation expectations. Key takeaways Commodities have been one of the…
Timmer: Investors should think twice before selling
by Jurrien Timmer, Director of Global Macro, Fidelity Investments The chances of an upside surprise may have increased.…
Timmer: The Fed isn't the market's only problem
by Jurrien Timmer, Director of Global Macro, Fidelity Investments The strong dollar poses a threat to earnings that…
Jurrien Timmer: What's next for stocks?
by Jurrien Timmer, Director of Global Macro, Fidelity Investments The market may have further to fall, says Jurrien…
