Late cycle: Lower earnings, trade tensions
Economic headwinds may stir up volatility in investment markets. by Dirk Hofschire, CFA, SVP, Lisa Emsbo-Mattingly, Director, Jacob…
What if the bear market is already over?
Many markets around the world have already corrected as much as 20% to 30%. by Jurrien Timmer, Director…
Does China hold keys to a global economic bounce?
A late '90s-style reacceleration may not be in the cards. by Dirk Hofschire, CFA, SVP; Lisa Emsbo-Mattingly, Director;…
Lessons from an investing legend, Peter Lynch
Former Fidelity fund manager Peter Lynch shares some of his secrets to success. When Peter Lynch began work…
Q4 market update: Late cycle and lower rates
Can interest rate cuts by central banks restart global growth despite trade tensions? by Dirk Hofschire, CFA, SVP;…
Can the bond rally continue?
Probably not at this year's rapid pace. But there should be pockets of opportunity. by Chris Pariseault, CFA,…
Jurrien Timmer: What will it take to push stocks higher?
Higher valuations are the key to keeping the long-running bull market going. by Jurrien Timmer, Director of Global…
Jurrien Timmer: Stormy weather for stocks?
by Jurrien Timmer, Director of Global Macro, Fidelity Investments While there may be clouds for the market, there…
Jurrien Timmer: Why the bull could still have legs
Rebounding corporate earnings and Fed rate cuts could extend the economic expansion. by Jurrien Timmer, Director of Global…
Jurrien Timmer: What's the price of uncertainty?
Uncertainty & demographics put a premium on cash flow by Jurrien Timmer, Director of Global Macro, LinkedIn: jurrien-timmer-fidelity,…
Jurrien Timmer: An improving narrative?
I think the storyline is about to get better for the markets by Jurrien Timmer, Director of Global…
Peter Bowen: Federal Budget 2019 Summary Highlights
by Tax and Retirement Research, Fidelity Investments Canada What does it mean for you and your clients? Budget…
Jurrien Timmer: Context is everything
There’s a reason why “Don’t fight the Fed” is a market mantra by Jurrien Timmer, Director of Global…
Anatomy of a drawdown
by Jurrien Timmer, Director of Global Macro, Fidelity Investments, LinkedIn: jurrien-timmer-fidelity Twitter: @TimmerFidelity 2018 was the year of…
Outlook 2019: Solving the math puzzle
Following the 23% decline in valuations, investors are better compensated for an uncertain future by Jurrien Timmer, Director…
