Perspectives Article Archive

Title Collection Author Date
Multi-Asset Income Investing Perspectives , 09/30/15
Five Surprising Features of the Consumer Staples Sector Perspectives Robert Lee, Sector Portfolio Manager 09/29/15
ETFs – Accessing Liquidity and Finding the Optimal Trading Strategy Perspectives Russell Latham, Director, ETF Markets and Analytics, Matthew Kennedy, Vice President, Global Execution Services 09/24/15
Money Markets: Global Economic Uncertainties and Volatile Markets Perspectives Michael Morin, CFA, Director of Institutional Portfolio Management and Kerry Pope, CFA, Institutional Portfolio Manager 09/22/15
What’s Ahead? Best Ideas from Five Fidelity Experts Perspectives Fidelity Investments 09/18/15
Selecting a Target Date Glide Path: A Framework for Active Decisions Perspectives Mathew R. Jensen, CFA, Director, Target Date Strategies Andrew Dierdorf, CFA, Portfolio Manager Brett Sumsion, CFA, Portfolio Manager Srinivas Maloor, PhD, Senior Quantitative Analyst 09/09/15
Three Keys to Maximize a High-Dividend Portfolio Perspectives Scott Offen, Portfolio Manager, Emma Baumgartner, CFA, Mega Cap Research Analyst, Naveed Rahman, Institutional Portfolio Manager 09/04/15
Global Growth Risks Rise Amid Turmoil, but U.S. Economy Solidly Mid-Cycle Perspectives Dirk Hofschire, CFA, Senior Vice President, Asset Allocation Research, Lisa Emsbo-Mattingly, Director, Asset Allocation Research Joshua Lund-Wilde, Research Analyst, Asset Allocation Research Caitlin Dourney, Analyst, Asset Allocation Research 09/03/15
Market Turmoil: 7 Things To Know Now Perspectives Dirk Hofschire, CFA 08/26/15
Stocks Volatile As China Slows Perspectives Fidelity Investments 08/26/15
We Have Liftoff…Or Do We? Perspectives Jurrien Timmer 08/26/15
The U.S. Consumer: Outlook Bright But Not Off to the Races (Business Cycle Update) Perspectives Dirk Hofschire, CFA l Senior Vice President, Asset Allocation Research, Lisa Emsbo-Mattingly l Director, Asset Allocation Research, Joshua Lund-Wilde l Research Analyst, Asset Allocation Research, Jacob Weinstein, CFA l Senior Analyst, Asset Allocation Research 07/16/15
Applications for Sectors: Managing Risk Perspectives Chris Bartel (Head of Global Equity Research); Scott OP'Reilly, CFA (Vice President, Investment Product); Anna Piralkova, CFA (Quantitative Analyst); Austin Litvak (Senior Analyst, Asset Allocation Research) 07/14/15
Money Markets: Renewed Signs of Economic Growth Cause Yields to Trend Higher Perspectives Fidelity Investments 07/09/15
Business Cycle Update: China’s Economy – Stuck in the Cyclical Mud Perspectives Dirk Hofschire, CFA (Senior Vice President, Asset Allocation Research); Lisa Emsbo-Mattingly (Director, Asset Allocation Research); Irina Tytell, PhD (Senior Research Analyst, Asset Allocation Research); Joshua Lund-Wilde, (Research Analyst, Asset Allocation Research) 06/16/15
Money Markets: Economic Data Resets Rate Expectations Perspectives Tim Huyck (Chief Investment Officer, Money Markets); Michael Morin, CFA (Director of Institutional Portfolio Management); Kerry Pope, CFA (Institutional Portfolio Manager_ 06/15/15
Business Cycle Update: The Implications of Mounting Wage Pressures in the U.S. Perspectives Dirk Hofschire, CFA l Senior Vice President, Asset Allocation Research, Lisa Emsbo-Mattingly l Director, Asset Allocation Research, Ilan Kolet l Research Analyst, Asset Allocation Research, Austin Litvak l Senior Analyst, Asset Allocation Research 06/12/15
Are Global Investors Ready for Higher Returns in Japan? Perspectives Eileen Dibb, CFA l Portfolio Manager, Pyramis Global Advisors, Camille Carlstrom l Associate Portfolio Manager/Analyst, Pyramis Global Advisors 06/09/15
U.S. Large-Cap Equity: Can Simple Filters Help Investors Find Better-Performing Actively Managed Funds? Perspectives Tim Cohen (Chief Investment Officer); Darby Nielson, CFA (Managing Director of Quantitative Research, Equity and High Income); Brian Leite, CFA (Head of Institutional Portfolio Management, Equity and High Income); Andy Browder (Quantitative Analyst) 05/20/15
U.S. Corporate Earnings: Are Current Profit Margins Sustainable? Perspectives Darby Nielson, CFA (Managing Director of Research, Equities); Zhitong Zhang, CFA (Quantitative Analyst) 05/13/15