What to expect in the post-COVID economy
Parallels between now and the post-WWII era suggest what could happen next. by Dirk Hofschire, CFA, et al,…
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...
One year later: Rising inflation expectations
The road to a full economic recovery post-COVID may be paved with higher rates. by Jurrien Timmer, Director…
Jurrien Timmer: Is Bitcoin "Digital Gold?"
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Key takeaways Increasingly, investors and portfolio managers see bitcoin…
Jurrien Timmer: Make the trend your friend
Given fiscal and monetary stimulus, I believe this bull market can continue. by Jurrien Timmer, Director of Global…
Biden's first 100 days and your money
Expect a dramatic departure from the previous administration—starting with stimulus. by Fidelity Viewpoints Key takeaways President Biden is…
What the China stock ban may mean for you
The sanctions on these companies are unlikely to affect most investors. by Fidelity Viewpoints Why are some Chinese…
2021: Reflation, Reopening, and Readjustment
by Dirk Hofschire, CFA SVP; Jake Weinstein, CFA Research Analyst, Asset Allocation Research; Lisa Emsbo-Mattingly, CBE Director, Asset…
Fidelity portfolio manager stock outlook 2021
by Fidelity Investments Key takeaways Going into 2021, Fidelity stock portfolio managers are focused on opportunities emerging out…
2020: How it started, how it went
Jurrien Timmer reviews his calls in 2020. by Jurrien Timmer, Director of Global Macro, Fidelity Investments Key takeaways…
An emerging-markets breakout for 2021
Emerging-markets stocks may be set up to outperform next year and beyond. by Jurrien Timmer, Director, Global Macro,…
Jurrien Timmer: Fiscal/monetary cocktail on ice until January?
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Key takeaways The makeup of the Senate won't be…
2020 themes: COVID, the economy, and elections
The election is center stage now but the economic recovery may need attention soon. by Jurrien Timmer, Director…
Economy could be at a key inflection point
Fiscal and monetary policy could shift and that could bring big changes. by Jurrien Timmer, Director of Global…
Can the rally in stocks continue?
Markets have rallied on stimulus hopes and Q3 earnings season may bring good news. by Jurrien Timmer, Director…
The election, COVID, and markets
Hopes for more stimulus may be sustaining markets through political tumult. by Jurrien Timmer, Director of Global Macro,…
