Market updates

Get information and expert opinions on a variety of current financial, investment and economic issues.

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U.S. and Global Cycles Becoming More Mature

September 2018
Business Cycle Update

PM Plage and Moore PM Plage and Moore
Views on the bond markets: Emerging markets debt

September 2018
Jeff Moore and Michael Plage

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FidelityConnects: The macro view: Global markets outlook for fourth-quarter 2018

August 2018
Jurrien Timmer
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FidelityConnects: Brexit, the EU and global trade – Europe’s path forward

August 2018
Matt Siddle 
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Trade risks exacerbate late-cycle pressures

August 2018
Business cycle update

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FidelityConnects: Is global growth peaking?

August 2018
David Tulk
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PM Plage and Moore PM Plage and Moore
Views on the bond markets: Investment grade corporate bonds

August 2018
Jeff Moore and Michael Plage

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FidelityConnects: How to navigate rising interest rates

July 2018
Jeff Moore
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PM Plage and Moore PM Plage and Moore
Views on the bond markets: Interest rates and central banks

July 2018
Jeff Moore and Michael Plage

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Waiting for the end game

July 2018
​Jurrien Timmer

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FidelityConnects: Emerging markets of the future?

July 2018
Adam Kutas
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FidelityConnects: Does the bull market still have steam?

July 2018
Andrew Marchese
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All about the liquidity

June 2018
Jurrien Timmer

PM Plage and Moore PM Plage and Moore
Views on the bond markets: Global capital flows

June 2018
Jeff Moore and Michael Plage

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FidelityConnects: Global opportunities – Asia-Pacific perspectives

July 2018
Patrice Quirion
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FidelityConnects: NAFTA, trade wars and the markets

June 2018
David Wolf
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China growth outlook: weaker than it appears?

May 2018
Business cycle update

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FidelityConnects: New CSA regulatory paper – What it means for advisors

June 2018
Sian Burgess
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FidelityConnects: Striking a balance – Perspectives on North American markets

June 2018
Darren Lekkerkerker
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Nowhere to go but sideways?

May 2018
Jurrien Timmer

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Positioning for rising interest rates
Second quarter 2018
​David Wolf and David Tulk
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Quarterly market update

Second quarter 2018

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Fidelity perspectives on recent market volatility

March 2018

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Lower stock valuations may be a trade-off of higher trade tariffs

April 2018
Jurrien Timmer

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Storm clouds and silver linings

March 2018
Jurrien Timmer

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Dividing labour, adding return
First quarter 2018
​David Wolf and David Tulk
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Market shakeup: What's next?

February 2018
Jurrien Timmer

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Still a good time for international equities?

February 2018
Business cycle update

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Two roads the market may follow

February 2018
Jurrien Timmer

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Is U.S. tax reform a windfall for your portfolio?

February 2018
Steve MacMillan

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Four key drivers for stocks in 2018

January 2018
Jurrien Timmer

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2018 outlook: Global expansion to continue

December 2017
Business cycle update

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Minus inflation and leverage, a bear market doesn’t add up

December 2017
Jurrien Timmer

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As good as it gets

November 2017
Jurrien Timmer

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Another milestone on the road to policy normalization

October 2017
Jurrien Timmer

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Now may be a good time to increase exposure to international equity

September 2017

Arvind Navaratnam, Portfolio Manager Arvind Navaratnam, Portfolio Manager
Investable corporate events

September 2017
Arvind Navaratnam

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Secular Outlook for Global Growth 2017-2036

October 2017

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One out of three ain’t good
Fourth quarter 2017
​David Wolf and David Tulk
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The conversation we'll be having for years to come

September 2017
Jurrien Timmer

Sammy Simnegar, Portfolio Manager Sammy Simnegar, Portfolio Manager
China: Observations and opportunities

September 2017
Sammy Simnegar

Sammy Simnegar, Portfolio Manager Sammy Simnegar, Portfolio Manager
What themes will drive emerging markets?

September 2017
Sammy Simnegar

Sri Tella, Portfolio Manager Sri Tella, Portfolio Manager
Navigating a rising-rate environment

August 2017
Sri Tella

Maxime Lemieux, Portfolio Manager Maxime Lemieux, Portfolio Manager
Finding opportunities

August 2017
Maxime Lemieux

Maxime Lemieux, Portfolio Manager Maxime Lemieux, Portfolio Manager
Growth and downside protection

August 2017
Maxime Lemieux

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After a snail-paced start, the Fed’s rate tightening cycle is shifting into high gear

August 2017
​Jurrien Timmer

Aneta Wynimko, Portfolio Manager Aneta Wynimko, Portfolio Manager
Thinking like a consumer

August 2017
Aneta Wynimko

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Sale on foreign assets! Limited time!
Third quarter 2017
David Wolf and David Tulk
Adam Kutas, Portfolio Manager Adam Kutas, Portfolio Manager
Frontier emerging markets outlook

July 2017
Adam Kutas shares where he finds opportunities for Frontier Emerging Markets Fund.

Eileen Dibb, Portfolio Manager Eileen Dibb, Portfolio Manager
Asia-Pacific outlook

July 2017
Eileen Dibb

Ramona Persaud, Portfolio Manager Ramona Persaud, Portfolio Manager
A value-oriented investment style

June 2017
Ramona Persaud

Portfolio managers Joel Tillinghast and Dan Dupont with Pat Bolland Portfolio managers Joel Tillinghast and Dan Dupont with Pat Bolland
Investing insights from two go-anywhere portfolio managers

April 2015
Joel Tilinghast and Daniel Dupont

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