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…
Jurrien Timmer: Storm Clouds and Silver Linings
by Jurrien Timmer, Director of Global Macro, @TimmerFidelity, Fidelity Investments Canada MARCH 2018 A feature article from our…
Jurrien Timmer – Market shakeup: What's next?
by Jurrien Timmer | Director of Global Macro, Fidelity Investments Canada With valuations down and earnings strong, the bull…
Jurrien Timmer: Minus Inflation and Leverage, A Bear Market Doesn't Add Up
DECEMBER 2017 Minus Inflation and Leverage, a Bear Market Doesn’t Add Up Inflation and leverage are key drivers…
Jurrien Timmer: As Good as It Gets
NOVEMBER 2017 With growth drivers maturing, it’s time to view the investment landscape through a more critical lens.…
Fidelity: Secular Outlook for Global Growth: 2017–2036
Secular Outlook for Global Growth: 2017–2036 Slower growth is expected to result in a lower-than-historical-average interest-rate climate and…
Now May Be a Good Time to Increase Exposure to International Equity
Now May Be a Good Time to Increase Exposure to International Equity by Matt Bennett, Vice President, Fidelity…
Jurrien Timmer: The Conversation We’ll Be Having for Years to Come
by Jurrien Timmer, Director of Global Macro, Fidelity Investments SEPTEMBER 2017 The Conversation We’ll Be Having for Years…
Fidelity: Sale on foreign assets! Limited time!
THIRD QUARTER 2017 Sale on foreign assets! Limited time! by David Wolf, Portfolio Manager, and David Tulk, CFA,…
Fidelity: Quarterly Market Update – Third Quarter 2017
Fidelity’s Asset Allocation Research Team (AART) examines major themes in global financial markets and presents its investment outlook…
