Perspectives Article Archive

Title Collection Author Date
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
Managing Fixed Income Is About More than Just Interest Rates Perspectives Jacob Weinstein, CFA Senior Analyst, Asset Allocation Research, Pramod Atluri, CFA Portfolio Manager, Dirk Hofschire, CFA SVP, Asset Allocation Research 04/22/15
Business Cycle Update: Europe Turning the Cyclical Corner 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, Jake Weinstein, CFA, Senior Analyst, Asset Allocation Research 04/22/15
Overlooked Opportunities in International Real Estate Perspectives Guillermo de las Casas Portfolio Manager/Research Analyst, Steve Buller, CFA Portfolio Manager, Chris Peixotto, CFA Director, Investment Product 04/17/15
Estate Plan Pitfalls to Avoid Perspectives Fidelity Investments 04/16/15
Government Money Market Mutual Funds: An Attractive Option for Investors Seeking Capital Preservation and Liquidity Perspectives Fidelity Investments 04/16/15
Bond Market Update: End of 0%? Perspectives Fidelity Investments 04/09/15
Reasons to Consider a Roth IRA Perspectives Fidelity Investments 04/02/15
March Business Cycle: Impact of Strong Dollar Perspectives Dirk Hofschire, CFA and Lisa Emsbo-Mattingly 03/27/15
10 Tips to Make Filing Less Taxing Perspectives Fidelity Investments 03/19/15
Is it Time to Look at CDs? Perspectives Fidelity Investments 03/12/15
Plunging Oil Prices: Investment Winners and Losers Perspectives Dirk Hofschire, CFA, Lisa Emsbo-Mattingly, Austin Litvak, and Ilan Kolet 02/12/15
Does the Number of Stocks in a Portfolio Influence Performance? Perspectives Michael Hickey, CFA, Darby Nielson, CFA, Christopher Luongo, CFA, and Zhitong Zhang, CFA 02/12/15
State of the Sector: Financials Perspectives Christopher Lee, Sector Leader 02/04/15
The Active Approach to Demographic and Industry Analysis in Non-U.S. Investing Perspectives Yasmin Landy, CFA (Institutional Portfolio Manager); Sammy Simnegar (Portfolio Manager); Harsh Jain, CFA (Specialist, Equity Research) 01/29/15