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;…
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...
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…
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…
