Perspectives Article Archive

Title Collection Author Date
Business Cycle Update: U.S. Economy in Slow Roll Toward Full Late-Cycle Phase Perspectives Dirk Hofschire, CFA, Lisa Emsbo-Mattingly, Jacob Weinstein, CFA, and Joshua Lund-Wilde, CFA 12/09/16
Post-Election Outlook: Parsing Investment Opportunities From Potential New Policy Perspectives Shahira Knight, Dirk Hofschire, Bill Irving, Tobias Welo, Chris Lee, John Dowd, and Brian Leite 12/09/16
Investor Blind Spots in Short-Duration Bond Funds Perspectives Rob Galusza, Robin Foley, CFA, and Rob Chan, CFA 12/05/16
The Business Cycle Approach to Equity Sector Investing Perspectives Lisa Emsbo-Mattingly l Director of Asset Allocation Research Dirk Hofschire, CFA l SVP, Asset Allocation Research Austin Litvak l Senior Analyst, Asset Allocation Research Joshua Lund-Wilde, CFA l Analyst, Asset Allocation Research 11/30/16
Before Considering ETFs for International Exposure, Consider This Perspectives Fidelity Investments 11/15/16
Republicans Take Washington Perspectives Fidelity Investments 11/09/16
An Overview of Factor Investing Perspectives Darby Nielson, CFA, Frank Nielsen, CFA, and Bobby Barnes 10/10/16
Why “Weighted-Average Price” is a Poor Metric for Choosing Bond Funds Perspectives Mark Sommer and Sean Hogan 10/10/16
Fidelity – Secular Outlook for Global Growth: 2016 – 2035 Perspectives Irina Tytell, PhD, Lisa Emsbo-Mattingly, and Dirk Hofschire, CFA 10/10/16
Business Cycle Update: Emerging Markets: Improved Cyclical Trends After a Long Dry Spell Perspectives Dirk Hofschire, CFA, Lisa Emsbo-Mattingly, Cait Dourney, and Joshua Lund-Wilde, CFA 10/07/16
Target Date Fund Investors Remain Invested During Stock Market Declines Perspectives Mathew Jensen, CFA, Brian Dewhirst, PhD and , Chris Moeder 10/07/16
Overlooked Opportunities in Global Real Estate Perspectives Steve Buller, CFA l Portfolio Manager Guillermo de las Casas l Portfolio Manager/Research Analyst Andy Rubin, CFA l Institutional Portfolio Manager Chris Peixotto, CFA l Director, Investment Product Group 08/10/16
Why Are Stocks Near All-Time Highs and Yields Near All-Time Lows? Perspectives Dirk Hofschire, CFA, Lisa Emsbo-Mattingly, Austin Litvak, and Joshua Lund-Wilde, CFA 08/10/16
The Challenge of Identifying—and Adhering to—an Appropriate Level of Portfolio Risk Perspectives Jacob Weinstein, CFA, Emil Iantchev, PhD, and Dirk Hofschire, CFA 08/10/16
Value Investing: Out of Favor, but Always in “Style” Perspectives Matt Friedman, CFA, CPA l Portfolio Manager, Sean Gavin, CFA l Portfolio Manager, Naveed Rahman l Institutional Portfolio Manager, Anastasia Zabolotnikova, CFA l Quantitative Research Analyst 07/21/16
REIT Stocks: An Underutilized Portfolio Diversifier Perspectives Steven Buller, CFA l Portfolio Manager, Sam Wald, CFA l Portfolio Manager, Andy Rubin, CFA l Institutional Portfolio Manager 07/21/16
Money Markets: Fed’s Challenge Remains – Normalizing Rates without Undermining Growth Perspectives Michael Morin, CFA and Kerry Pope, CFA 07/08/16
The New GICS Framework: The Impact of Adding Real Estate as the 11th Equity Sector Perspectives Denise Chisholm, Michael Escovitz, Matt Goulet, CFA, and Scott O’Reilly, CFA 07/08/16
Business Cycle Update: Job and Wage Gains Sowing Seeds of Late Cycle Perspectives Dirk Hofschire, CFA l Senior Vice President, Asset Allocation Research, Lisa Emsbo-Mattingly l Director of Asset Allocation Research, Joshua Lund-Wilde, CFA l Research Analyst, Asset Allocation Research, Cait Dourney l Analyst, Asset Allocation Research 06/02/16
High-Yield Bond Funds in a Diversified Portfolio Perspectives Matt Conti, Michael Cheng, and Scott Mensi 04/12/16