Perspectives Article Archive

Title Collection Author Date
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
Five Myths of International Investing Perspectives Fidelity Investments 03/17/16
Business Cycle Update: China’s Stability Key to Global Improvement 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, Caitlin Dourney l Analyst, Asset Allocation Research 03/16/16
Market Check-In: Six Things to Keep in Mind Perspectives Jurrien Timmer, Fidelity Investments 03/01/16
Fidelity: Money Markets Perspectives Michael Morin, CFA l Director of Institutional Portfolio Management, Kerry Pope, CFA l Institutional Portfolio Manager 02/09/16
Fidelity: Outlook for Bonds Perspectives William Irving (Portfolio Manager), Ford O'Neil (Portfolio Manager), Mark Notkin (Portfolio Manager), Jamie Pagliocco (Portfolio Manager / Director of Municipal Bond Portfolio Managers) 02/02/16
Fidelity Roundtable: Top Investment Themes in 2016 Perspectives Fidelity Investments 01/21/16
Fidelity: Global Environment Poised to Stabilize as 2016 Progresses 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, Jake Weinstein, CFA l Senior Analyst, Asset Allocation Research 01/11/16
The Drivers of International Equity Outperformance Perspectives Tim Cohen, Chief Investment Officer l Yasmin Landy, CFA, Institutional Portfolio Manager l Tim Gannon, CFA, Quantitative Analyst 01/06/16
Equity Sector Outlook: Opportunities and Risks in 2016 Perspectives Fidelity Sector Portfolio Managers 01/05/16
Fidelity’s View on Bond-Market Liquidity Perspectives Alexander Marx and Michael Connolly 11/18/15
Diversifying Single-Stock Exposure Perspectives Scott O’Reilly, CFA, Anna Piralkova, CFA, Zhitong Zhang, CFA, and Matthew Horne 11/17/15