Are We in a Mid-Cycle Correction?
by Jurrien Timmer, Director, Head of Clobal Macro, Fidelity Investments Key takeaways After a 103% stock market advance…
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: Taper talk, interest rates, and stocks
Will taper talk and rising inflation kill the bull market? by Jurrien Timmer, Director or Global Macro, Fidelity…
How long will the post-COVID boom last?
No one knows, but investors have options to cut through uncertainty. by Claus te Wildt, Senior Vice President,…
Jurrien Timmer: What if the Fed copied the Bank of Japan?
Japan's central bank has successfully tamed volatility in the government bond market. by Jurrien Timmer, Director or Global…
What the market is signaling now
Despite narrowing price gains, stocks remain attractive as earnings soar. by Jurrien Timmer, Director or Global Macro, Fidelity…
Are the markets at a top?
The Fed's financial engineering could keep fueling markets for years. by Key takeaways Monetary policy has led to…
The Debt Ceiling is Back
by Fidelity Viewpoints Key takeaways Congressional debates over the debt ceiling have, in the past, produced turmoil in…
Mid-cycle churn in markets: What's next?
Stocks are moving from the P/E-led early cycle to the earnings-driven mid-cycle phase. by Jurrien Timmer, Director or…
Why did bond yields fall if inflation is up?
US inflation is high but low-yielding Treasurys are selling like hotcakes. by Jurrien Timmer, Director or Global Macro,…
Jurrien Timmer: Is Silver the New Gold?
by Jurrien Timmer, Director or Global Macro, Fidelity Investments Key takeaways Bitcoin partly usurped gold's traditional role of…
Will the Fed Tank Stocks?
by Jurrien Timmer, Director or Global Macro, Fidelity Investments Key takeaways On the surface, stocks are in a…
Jurrien Timmer: Don't panic about inflation quite yet
by Jurrien Timmer, Director or Global Macro, Fidelity Investments Key takeaways Inflation drives the link between stocks and…
Slashing emissions will fuel green growth for decades
by Velislava Dimitrova, Portfolio Manager, Fidelity International The world needs to slash carbon emissions to avoid the worst…
Jurrien Timmer: Is the Bull Market Due for a Breather?
Markets gains may slow as the reopening economy peaks. by Jurrien Timmer, Director, Global Macro, Fidelity Investments Key…
History lesson: Inflation strategies
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Key takeaways History shows the possible trajectory markets could…
