Jurrien Timmer: Storms & Rainbows (Week of 5/5/2025)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company The weather in Reno this…
May 5, 2025
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...
Denise Chisholm: After the Fall - More Bear Market Stats
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Down nearly 20% on a closing basis, weāre…
April 24, 2025
Jurrien Timmer: Twilight of The Bull
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Testing Resistance Itās now week…
April 22, 2025
Jurrien Timmer: Are we there yet? (04/06/25)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Please note, this report was…
April 7, 2025
Jurrien Timmer: Interim Update (4/3/2025)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company I donāt think I have…
April 3, 2025
Denise Chisholm: Extreme Moves, Rare Signals & What's Next?
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Markets are built on uncertainty, but some weeks…
March 26, 2025
Denise Chisholm: Gov't Spending - Noise or Signal?
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments February 21, 2025 Given recent headlines, investors have…
February 27, 2025
Jurrien Timmer: The Heat is On
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Breaking Eggs to Make an…
February 26, 2025
Large Cap Growth is Cheaper than You Think
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments The recent buzz around a certain AI company…
February 13, 2025
The Fed Is DoneāBut Is the Market Ready for Whatās Next?
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company The news flow has been…
February 11, 2025