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…
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...
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,…
Are Inflation Expectations Inflated?
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Key takeaways The recent market correction took the S&P…
Is the Fed driving high P/E ratios?
Stocks are expensive compared to earnings—there may be a couple of reasons why. by Jurrien Timmer, Director of…
Is the stock market at a bubbly top?
by Jurrien Timmer, Head of Global Macro, Fidelity Investments Key takeaways The correction continued through last week, and…
Keep market ups and downs in perspective
Focus on your long-term goals to get through short-term volatility. by Jurrien Timmer, Director of Global Macro, Fidelity…
5 reasons the bull market could continue
The stock market recently hit new all-time highs but are they going to be sustainable? by Jurrien Timmer,…
The narrowing rally in stocks
Learn why it's important to watch the market's breadth—and stock buybacks. by Jurrien Timmer, Director of Global Macro,…
Is the recession already over?
Denise Chisholm talks about the recovery and the odds of an increase in stocks. by Denise Chisholm, Fidelity…
Lessons from the Fed's Past
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Key takeaways The Fed and other central banks have…
Is there a mega-cap bubble in stocks?
Is a 90s-style bubble forming in mega-caps? Jurrien Timmer looks at the evidence. by Jurrien Timmer, Director of…
Stocks at a Fork in the Road
by Jurrien Timmer Director, Global Macro, Fidelity Investments Key takeaways The direction the stock market may take now…
Earnings estimates: Too high or too low?
Earnings season starts this week, and it should be illuminating. by Jurrien Timmer, Director of Global Macro, Fidelity…
A second-half, second chance for investors
It may be a good time to make sure your investment mix is on target. by Jurrien Timmer,…
