Perspectives Article Archive

Title Collection Author Date
Money Markets: Rates Expected to Gradually Move Higher in 2017 Perspectives Michael Morin, CFA l Director of Institutional Portfolio Management, Kerry Pope, CFA l Institutional Portfolio Manager 05/16/17
Incorporating Factor Strategies into a Style-Investing Framework Perspectives Darby Nielson, CFA l Managing Director of Research, Equity and High Income, Bobby Barnes l Quantitative Analyst, Equity and High Income, Matthew Horne, CFA l Director, Sector and ETF Investment Strategy 05/16/17
For Active and Passive, Low-Fee Funds with Size Advantages Continue to Lead Perspectives Tim Cohen l Head of Global Equity Research, Darby Nielson, CFA l Managing Director of Research, Equity and High Income, Brian Leite, CFA l Head of Institutional Portfolio Management, Andy Browder l Quantitative Analyst 05/11/17
What It Would Take for U.S. Economy to Grow at 4% Rate Perspectives Dirk Hofschire, CFA l Senior Vice President, Asset Allocation Research, Lisa Emsbo-Mattingly l Director of Asset Allocation Research, Irina Tytell, PhD l Senior Research Analyst, Asset Allocation Research, Austin Litvak l Senior Analyst, Asset Allocation Research 05/11/17
Business Cycle Update: Five Factors Driving Crosswinds for U.S. Earnings Outlook Perspectives Dirk Hofschire, CFA l Senior Vice President, Asset Allocation Research, Lisa Emsbo-Mattingly l Director of Asset Allocation Research, Joshua Wilde, CFA l Research Analyst , Asset Allocation Research, Austin Litvak l Senior Analyst, Asset Allocation Research 05/09/17
U.S. Treasury Inflation-Protected Securities Perspectives Fidelity Investments 05/09/17
Dispelling the Myths of International Investing Perspectives , 05/09/17
Target Date Funds: How Investment Performance and Savings Rates Can Help Influence Retirement Outcomes Perspectives , 05/09/17
Business Cycle Update: For Now, the Risks of Trade Protectionism Are Offset by Global Reacceleration Perspectives Dirk Hofschire, CFA, Lisa Emsbo-Mattingly, Cait Dourney, and Joshua Wilde, CFA 02/23/17
Fidelity’s Perspective on Rising Interest Rates Perspectives , 01/12/17
Fidelity: 2017 Economic Out Perspectives Fidelity Investments 01/12/17
Business Cycle Update: Global Expansion to Persist in 2017, with a Wide Distribution of Potential Policy Outcomes Perspectives Dirk Hofschire, CFA, Lisa Emsbo-Mattingly, Austin Litvak, and Joshua Wilde, CFA 01/10/17
Sourcing Dividend Income in an Era of Rising Rates Perspectives James Morrow, CFA, Naveed Rahman, and Srinivas Vemparala 01/10/17
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