The Fed Is Done—But Is the Market Ready for What’s Next?
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company The news flow has been…
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...
Fidelity Investments: Week in Review
Fidelity experts give you in-depth weekly market analysis.
Markets Driven by Multiple Expansion Have Been Durable, Pt. 2
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Overall, 2024’s returns were primarily driven by multiple…
Jurrien Timmer: Life is a Festival of Disruption (Week of 1/21/25)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Remembering the Great David Lynch…
Markets Driven by Multiple Expansion Have Been Durable
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments There was no “Santa Rally”; December was a…
The Meaning of a Dramatically Steeper Curve
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments As we enter 2025, the yield curve is…
Jurrien Timmer: Bull Runs to Bond Yields: The Trends Shaping 2025’s Investment Landscape
by Jurrien Timmer, Director of Global Macro, Fidelity Management & Research Company A happy new year to all…
Jurrien Timmer: Animal Spirits (Dec. 3, 2024)
by Jurrien Timmer, Director of Global Macro, Fidelity Investments December 3, 2024 A Thanksgiving Worth Giving Thanks for…
Jurrien Timmer: Sunny Skies (11.26.24)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company I just returned from Scottsdale,…
Secular Bull Market or Regime Change? Jurrien Timmer Weighs In
by Jurrien Timmer, Director of Global Macro, Fidelity Investments This information is provided for educational purposes only and…
Jurrien Timmer: Follow or Fade the Red Wave: Week of 11/11/24
by Jurrien Timmer, Director of Global Macro, Fidelity Investments What was anticipated to be a too-close-to-call election is…
Can this bull market keep running?
by Jurrien Timmer, Director of Global Macro, Fidelity Investments This market cycle is aging, but still stomping. Key…
Jurrien Timmer: "Fall Colors" (Week of 10/21/24)
by Jurrien Timmer, Director of Global Macro, Fidelity Investments This information is provided for educational purposes only and…
Denise Chisholm: Energy is not a Recovery Play
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Many energy investors consider the group a “recovery…
Jurrien Timmer: Autumn Reflections (Week of 10/14/24)
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Happy Birthday This cyclical bull market was born exactly…
