Timmer: The market gets inflation jitters
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Key takeaways Inflation can turn into a bigger threat…
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...
Income investing outlook: See a little light
by Adam Kramer, Portfolio Manager, Fidelity Investments A flexible multi-asset strategy finds opportunity in a time of bad…
Scanning the horizon for signs of recession
by Fidelity Viewpoints Key takeaways Geopolitical, supply chain, and policy challenges are pushing up inflation and interest rates,…
Key recession indicator flashes a warning
by Jurrien Timmer, Director of Global Macro, Fidelity Investments An inverted yield curve often precedes recessions. But this…
The Fed Makes a Hawkish Pivot
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Key takeaways Although the 0.25 percentage point hike last…
Commodity Prices Go Wild
by Fidelity Viewpoints Key takeaways Gas, nickel, and potash prices have skyrocketed, among other commodities. Though some commodity…
The big picture on the market's volatility
by Jurrien Timmer, Director, Global Macro, Fidelity Investments Believe it or not, we may still be in a…
A case for higher gold prices
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Are inflation, the Ukraine conflict, and other factors conspiring…
What does the Ukraine crisis mean for markets?
by Fidelity Viewpoints Russia may threaten Ukraine, but investors should stay calm. Key takeaways The conflict between Russia…
Peak inflation and value stocks
by Fidelity Viewpoints Here are 3 reasons why inflation may soon slow—and value stocks could shine. Key takeaways…
What level of returns could we see this year?
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Valuations and earnings are pointing to a modest stretch…
Jurrien Timmer: Are we out of the woods yet?
The worst of the market's decline may be over. Now we could be in a holding pattern. by…
Market pullback: What's ahead?
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Key takeaways The market's pullback since the start of…
Markets hit the rate reset button
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Key takeaways Minutes from a recent Fed meeting indicate…
Economy: Shifting policy and potential volatility
Investors should keep an eye on these "post-peak" themes in 2022. by Fidelity Investments Key takeaways With US…
