Timmer: Investors should think twice before selling
by Jurrien Timmer, Director of Global Macro, Fidelity Investments The chances of an upside surprise may have increased.…
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...
Timmer: The Fed isn't the market's only problem
by Jurrien Timmer, Director of Global Macro, Fidelity Investments The strong dollar poses a threat to earnings that…
Jurrien Timmer: What's next for stocks?
by Jurrien Timmer, Director of Global Macro, Fidelity Investments The market may have further to fall, says Jurrien…
The power of dividends now
by Fidelity Viewpoints When inflation is up and many stocks are down, dividend-paying stocks may offer investors some…
Timmer: What to make of the market's rally
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Is it a new bull market, or just a…
This is not what a recession looks like
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Signs of economic growth are everywhere, says Jurrien Timmer.…
Market outlook: Are recession risks rising?
by Fidelity Viewpoints The second quarter was a rough ride. Key takeaways Markets: Stocks enter a bear market…
Is inflation peaking?
by Jurrien Timmer, Director of Global Macro, Fidelity Investments There are signs that you may get some sustained…
Bear market basics
by Fidelity Viewpoints Looking at history can help you become "bear aware." Key takeaways A bear market is…
Is winter coming for the stock market?
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Not yet, says Jurrien Timmer. But investors should keep…
Business cycle update: Sunset of the mid-cycle?
by Dirk Hofschire, Jacob Weinstein, Lisa Emsbo-Mattingly, and Cait Dourney, Fidelity Investments The global economy is still growing…
The market just turned an important corner
by Jurrien Timmer, Director of Global Macro, Fidelity Investments There are a few big reasons why the market…
Europe’s turn to liquefied gas
by Maurice FitzMaurice, Research Analyst & Portfolio Manager, Equity, Fidelity Investments The timeline for how LNG could play…
Investing in the energy sector's new normal
by Fidelity Viewpoints Find out where one Fidelity portfolio manager has found opportunities. Key takeaways While energy prices…
Timmer: The market's silver linings
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Key takeaways While many market participants continue to focus…
