Insights library

Q3 Asia Investment Outlook: Policy shifts give investors reasons for optimism

July 2024

Stimulus and reforms that are addressing cyclical and structural issues should invigorate Asia’s markets.

Webcast: The yield story for the third quarter

June 2024

How is Canada’s fixed income landscape faring in the current market environment? Join Portfolio Managers Sri Tella and Lee Ormiston as they discuss how yield curve trends, policy shifts and market expectations are contributing to their fixed income outlook for the second half of 2024.

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Webcast: CIO perspectives: Mid-year outlook

June 2024

Andrew Marchese, Fidelity’s Chief Investment Officer and Portfolio Manager, discusses the markets, his sentiments regarding today’s changing economic landscape, and factors that may drive investment opportunities in the second half of 2024.

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A Strategic Allocator’s Guide to Productivity and Profits

May 2024

How a new regime with shifting trends and sometimes unexpected motives could influence productivity and fundamentally reshape the investment-decision process.

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The rise of the stay-in-plan model

May 2024

As older participants opt to stay in retirement plans, plan sponsors have options to support their diverse needs.

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Webcast: Portfolio perspectives: Finding unique opportunities in Canadian equities

May 2024

Join Fidelity Portfolio Manager Joe Overdevest as he shares his expert perspectives on Canadian and global markets. In this session, Joe examines upcoming trends that could shape investment opportunities through the second half of 2024 and offers strategic insights into sector allocation and portfolio positioning.

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Glide through retirement with strategic asset allocation

December 2023

Jon Knowles, Institutional Portfolio Manager, shares insights about Fidelity’s strategic asset allocation process and how it’s used in our active, blend and index-plus target date solutions, a suite designed to meet the distinct needs of plan sponsors and members.

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Capital Market Assumptions: A Comprehensive Global Approach for the Next 20 Years

November 2023

Asset returns in general over the next 20 years are expected to be lower than long-term averages, with stocks likely to outperform bonds and emerging markets likely to boast the highest returns.

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Fidelity’s Target Date glide path: A research-driven approach

August 2023

An effective target date strategy requires a glide path that provides diversification, embraces participants’ long-term investment horizons, and is supported by an adaptive investment process

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