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…
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...
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…
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…
