Timmer: Balancing Act
by Jurrien Timmer, Director of Global Macro, Fidelity Investments From playa decompression to P/E compression As has been…
Do Rate Hikes Call for Defense?
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments f last week's discussion was about whether another…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
The Fed - It's Not Whether, It's How Much.
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments September 15, 2026 Investors have spent the better…
Timmer: Depth of Field (09/15/2026)
by Jurrien Timmer, Director of Global Macro at Fidelity Investments It feels good to be back home in…
Volatility Isn't Always a Warning Sign
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments The market has felt unusually jumpy lately. One…
Timmer: Constant Motion
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Moving parts This remains a market in motion, with…
Jurrien Timmer: Plenty of Fish in the Sea
by Jurrien Timmer, Director of Global Macro at Fidelity Investments There is life after the Mag7 It was…
Momentum Needs Context
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Let's talk momentum. Actually, before we talk momentum,…
Timmer: Contrasting Patterns
by Jurrien Timmer, Director of Global Macro at Fidelity Investments How crowded is crowded? We are on the…
Timmer: Balancing Act
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Orient Express That’s a wrap for my 3 week…
Denise Chisholm: The Midterm Effect - And Its Limits
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments The four-year presidential cycle is one of the…
Jurrien Timmer: Decision Trees
by Jurrien Timmer, Head of Global Macro, Fidelity Investments Greetings from Shanghai, where the view (and people and…
A Rally Not Everyone Believes In
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments There are plenty of ways to measure sentiment…
Jurrien Timmer: Found in Translation
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Spontaneous friendships in Tokyo It’s week two of my…
The Inflation Squeeze - & Why the Bull Endures Despite It
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments The current inflation backdrop looks contradictory on the…