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…
Jurrien Timmer: Lessons from the Sixties
Stock/bond correlations have been steadily decreasing since peaking in 2015: What does it mean? Key takeaways • A…
Jurrien Timmer: Purgatory lies at the intersection of “E” & “r”
As frustrating as it may be to see the market go nowhere after a massive runup, the inescapable…
Crunch time for emerging markets
by Jurrien Timmer, Director of Global Macro, @TimmerFidelity, Fidelity Investments The last emerging-market (EM) rout was rescued by…
2018 Ontario budget highlights
Big Picture On March 28, 2018, the Liberal Ontario government presented its annual budget, entitled A Plan for…
