Jurrien Timmer's global macro view – June 3rd 2024
U.S. Equity markets opened mixed this week to kick off a new month of trading. This week, investors…
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...
3 reasons for continued bullishness
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Fidelity strategist Denise Chisholm sees more room to…
Could inflation come back?
by Collin Crownover, PhD, Fidelity Asset Allocation Research Team, Fidelity Viewpoints Inflation may be down—but it's not out.…
Fidelity: Economic outlook: Second quarter 2024
by Dirk Hofschire, CFA, Senior Vice President, Asset Allocation Research, et al, Fidelity Viewpoints Global expansion broadened and…
Why this bull could have room to run
by Jurrien Timmer, Director of Global Macro, Fidelity Management & Research Company US markets could soon notch new…
Why this could be a good year for stocks
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Fidelity strategist Denise Chisholm sees a few reasons…
3 surprising investing ideas for 2024
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Management & Research Company, Fidelity Viewpoints Find out what…
5 potential surprises we could see in 2024
by Dirk Hofschire, CFA, Director of Asset Allocation Research; Jake Weinstein, CFA, Senior Vice President, Asset Allocation Research;…
5 top investing ideas for 2024
by Fidelity Investments These 5 investing moves can help you get the most out of your portfolio. As…
Fidelity: 11 Questions for 2024
by David Wolf, David Tulk, & Ilan Kolet, Portfolio Managers, Asset Allocation Team, Fidelity Investments To start 2024,…
2024 stock market outlook
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Growing earnings and falling rates…
Water stocks: Time to take the plunge?
by Fidelity Viewpoints Big dollars are flowing into water sustainability. Key takeaways Aging infrastructure, extreme weather events, and…
Timmer: What's next for stocks?
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company After a challenging period, stocks…
Can consumer stocks continue their run?
by Jordan Michaels, Sector Portfolio Manager, Fidelity Investments (US) The consumer discretionary sector has had a breakaway year…
What if the market is wrong?
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company, Fidelity Viewpoints A key assumption…
