Fidelity Investments’ Post

"Is there a way to position portfolios regardless of potential market outcomes?" Alger Director of Market Strategy Brad Neuman, CFA, highlights one of the key questions on the minds of many #investors. Read more insights in our Capital Markets: Observations and Insights report, which is celebrating its 30th edition: https://lnkd.in/ewZxRyDM

Ever wondered about the incredible achievements of stock markets across the world?📈 From bustling exchanges in New York to emerging markets in Asia, the financial landscape is rich with stories of growth and success. Join me in celebrating the dynamism and diversity of global finance! 🌐 (Source: Insights by Inshorts)

📝 Olivier Clapt, Head of Multi-Asset Quantitative Research, authored this insightful research paper exploring the performance of balanced portfolio allocations in different economic environments! 🌐📈   📌 Gain valuable insights into: ✅ Impact of asset allocation on portfolio performance ✅ All-Weather vs. Balanced Portfolio analysis ✅ Influence of inflation and interest rates ✅ Portfolio performance during economic cycles   🚀 Learn how to construct better-diversified portfolios for various market conditions using regime-based optimal allocations! 💼💹   🔗 Read the full paper here 👉 https://lnkd.in/em9rE4eY   Together we continue #investing4tomorrow #ResearchPaper #PortfolioPerformance #DiversifiedPortfolios #EconomicEnvironments #InvestmentInsights

We see the new macro regime causing more frequent valuation shifts across asset classes. We stay dynamic to find opportunities in these shifts. Watch Vivek Paul, Global Head of Portfolio Research, share this week’s #MarketTake 👉 https://1blk.co/4aBKFwS

The media is spinning the story to create fear. Let’s discuss your plan to make sure that you are covered.

In this reel one of our top performing agents and Director, Theo Politis, shares invaluable insights about the current market trends for investors. 💼

I’m happy to announce that I will be speaking at the 11th Annual Tri-State Institutional Forum. The forum will take place on March 12, 2024, at the Convene 1 Liberty Plaza in New York City.   This event is the annual meeting place and an educational hotspot for those institutional investors in the tristate area seeking the very latest in asset allocation, investment and risk management, fundamental research, and macroeconomic trends. "Emerging Markets in a Time of Profound Global Change" In a time of profound global change, how has investor sentiment changed towards emerging markets? Which factors should long-term investors consider when debating how and whether to allocate to the asset class? Which regions, strategies and approaches will provide the best results for the objectives and needs of institutional portfolios? #MarketsGroup, BCI, #emergingmarkets, #assetallocation, #investmentinsights   https://lnkd.in/gMic7jSe

🔍 Looking for a quick summary of the events that impacted markets in Q2?      📈 Stay up to date by flicking through our list of highlights, gathered by Senior Portfolio Manager, Sean Mills, CFA.      👉 For more insights from our investment team, click here: https://lnkd.in/eTfrdq4v

Tune in as our analysts take a look back at the major themes from 2023 and a look ahead to what investors should be eyeing in 2024. https://mgstn.ly/47JbldT

Recently, Dimitri Krikelas – CIO of Private Markets served as a panelist at the Portfolio Summits conference discussing Real Assets – opportunities in the asset class, the impact of inflation, and how these strategies are implemented. What do you need to know about Real Assets? Here are a few highlights from the conversation.