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US midterm elections: What a Democratic sweep means for the economic outlook

The US midterm elections have delivered a resounding blue sweep, with Democrats taking control of both the House and Senate. Our macro team examines the implications for US economic policy, AI investment and the wider global economy.

Global Head of Macro and Strategic Asset Allocation

November 04, 2026

Acting despite uncertainty

The best decision is to evaluate how the market is weighing the uncertainty and use that analysis to manage the risks and pursue the opportunities that both tend to be more pronounced in periods of elevated uncertainty.

Portfolio Manager

October 26, 2026

Global trends, Canadian reality: The future of plan design

What can Canadian plan sponsors learn from retirement plan innovations around the world?

Jason Jagatic, CFP™

October 01, 2026

Developing equity extension strategies through systematic fundamental alpha capture

An equity extension approach.

Senior Vice President, Liquid Alternatives

September 23, 2026

Have bond yields gone too far - or just far enough?

Insights from Fidelity Institutional's (FI) Capital Markets Strategy Group.

Fidelity Investments

September 08, 2026

2026 Fidelity Retirement Report

Strengthen your plan.

Fidelity Investments Canada

The agents are coming

Fidelity International

Crypto markets and blockchain-based finance

The line is blurring

Fidelity International

Building portfolios for an inflationary world

Not all inflationary episodes play out the same way.

Fidelity International

Artificial Intelligence and the Global Economy

Director, Global Macro and Strategic Asset Allocation

Who wins when AI works?

Members of Fidelity’s Global Asset Allocation team provide insights into how AI could shape global markets.

Institutional portfolio manager

Mid-Year Global outlook

The shock absorbers

Fidelity International

Divergence shaped by energy strain and AI strength

Asia’s outlook is being defined by two powerful trends.

Fidelity International

Webcast – Markets at mid year: CIO insights on what matters next

Andrew Marchese, Chief Investment Officer and Portfolio Manager, shares his perspectives on global equities and the forces shaping markets for the rest of 2026. Andrew will unpack what’s driven returns so far, where opportunities and risks are emerging and how investors should be thinking about positioning as the year unfolds.

Andrew Marchese

Chief Investment Officer, Fidelity Investments Canada ULC

Systematic fixed income strategies

An innovative framework for bond investing

Fidelity Investments

The case for owning small cap stocks

Why a combination of valuation and improved earnings have changed the outlook for this differentiated asset class.

Forrest St. Clair

Portfolio Manager

Trend-following crisis alpha

Does it come from beta timing or market selection?

Fidelity Investments

The new AI playbook: Swapping opex for capex

Companies have been self-funding their massive artificial intelligence (AI) investments, and opex savings could help them continue to do so.

Fidelity Investments

Between fragmentation and the AI revolution

Investing in a rewired world

Global Head of Macro and Strategic Asset Allocation

Crisis alpha with a higher return potential

Recent market volatility is a powerful reminder of the value of including trend–following strategies in a portfolio due to their strong defensive properties.

Fidelity Investments

Analyst Survey 2026: A power puzzle

Politics, prices, and the AI conundrum from the ground up

Fidelity International

Webcast – Canada in context

Ilan Kolet shares economic drivers and global allocation perspectives.

Institutional Portfolio Manager

Conflict favours commodities and Canada

The GAA team unpacks the consequences for our positioning in the multi-asset funds for which they are responsible.

Institutional portfolio manager

An M&A deep dive

A falling share price drew attention to a consumer staple stock the market had written down. Analysis of the company’s deals and leadership showed hidden value.

Fidelity International

Subordinate debt and the new era of real estate investing

Opportunities for private credit investors

Institutional Portfolio Manager Team Lead, High Income Fidelity Investments

Thoughts on the software reset for private credit

Opportunities in more resilient segments of the market

Head of Direct Lending, CFA

Through versus To

Underappreciated and misunderstood, yet a key decision influencing outcomes

Institutional portfolio manager

Webcast – Global Equities in focus

Portfolio Manager Patrice Quirion explores how Asia Pacific strength, cyclical recovery, valuation dispersion and converging earnings trends are contributing to a more favourable environment for global equities.

Patrice Quirion

MSc, CFA Portfolio Manager

Opportunity in volatility: Private Equity rides the waves

Fidelity Investments’ private equity experts say public market volatility and tariff uncertainty are creating timely opportunities in secondaries and long-term private equity exposure

February 17, 2026

European real estate 2026 outlook

Resilience as a source of return: Real estate investment for a volatile world

Director of Research, European Real Estate

February 02, 2026

Offering niche alpha and diversification

Convertible arbitrage can offer asset allocators the opportunity to diversify traditional and alternative exposures, tap into idiosyncratic sources of alpha, and potentially take advantage of market volatility.

Mitch Livstone, PhD, CFA

Chief Investment Officer, Arbitrage and Hedging Solutions

January 31, 2026

Webcast – Charting the course: CIO outlook for 2026

Andrew Marchese, Fidelity Chief Investment Officer and Portfolio Manager, analyzes the macro outlook and market dynamics that may shape the investment environment in 2026. Join Andrew as he discusses his key considerations for portfolio strategy and risk assessment in a shifting landscape.

Andrew Marchese

Chief Investment Officer, Fidelity Investments Canada ULC

January 14, 2026

Five Questions into 2026

The GAA team answers your biggest questions and shares top insights for 2026.

Portfolio Manager

January 13, 2026

Outlook 2026: Five forces that could shape markets

Fidelity’s Asset Allocation Research Team outlines key investment risks and opportunities for the year ahead.

Senior Vice-President, Asset Allocation Research

December 01, 2025

A comprehensive global approach for the next 20 years

We believe that asset returns over the next 20 years will be lower than their long-term averages, with stocks outperforming bonds and emerging markets generating the highest returns.

Senior Vice-President, Asset Allocation Research

December 01, 2025

Outlook 2026: The Age of Alpha

Inflation re-emerging. Growth under pressure. Concerns about an AI bubble. Fidelity International’s annual Outlook guides you through all these themes and more, helping you build resilient portfolios for an uncertain world.

Fidelity International

November 30, 2025

Fidelity Investments Canada 2024 Sustainable Investing Report

The Fidelity Investments Canada (FIC) Sustainable Investing Report outlines FIC’s approach to environmental, social, and governance (ESG) investing or “sustainable investing”, and how this approach supports our commitment to providing an exceptional client experience. It also covers areas that are often top of mind for many clients including how we engage with companies, engagement statistics, as well as a summary of our proxy voting results for the reported calendar year.

Fidelity Investments Canada

November 17, 2025

European real estate: A new cycle in focus

A line appeared to be drawn under tariff uncertainty at the end of July, with the U.S.-E.U. trade deal being struck – just as the European real estate market entered its traditional summer lull. As real estate investors returned to their desks in September, many were pondering the question: where do we go from here?

Fidelity International

November 01, 2025

The missing ingredient within a strategic credit allocation

Structural bifurcation offers attractive opportunities in the traditional middle market; secular conditions support credit allocations and exposure across the high-yield spectrum.

Fidelity Investments

October 31, 2025

Escaping the crowds

The GAA team reviews how market dynamics are influencing portfolio positioning and why they believe Canada may be reaching an infleciton point.

Institutional portfolio manager

October 01, 2025

Unsustainable debt: Strategic asset allocation for a new era

With no simple solutions to stabilizing debt and policymakers facing complex financial-market challenges, investors may need to reconsider their approach to diversification across asset classes, geographies, and strategies.

Senior Vice-President, Asset Allocation Research

September 30, 2025

Secular Outlook for Global Growth: The Next 20 Years

Slower economic growth is expected to result in less of a tailwind for equities

Senior Vice-President, Asset Allocation Research

September 26, 2025

On our way home

After more than a decade, the GAA team is making a shift back into Canadian assets. They see the push away from the U.S. as more likely a durable shift rather than a transitory phenomenon, potentially ushering in a new global investment regime.

Institutional portfolio manager

Purpose-driven investing for DB pension plans

A new investment framework to balance risk and growth.

Fidelity International

Home country bias: How much Canada should Canadian investors own?

Where Canadian investors were once restricted, they’ve been spurred on to draw down their exposure to Canadian assets, in part due to strong U.S. investment performance, a volatile interest rate environment and acute macroeconomic headwinds faced by the Canadian economy.

Institutional portfolio manager

Integrating private equity with traditional portfolios: Manager dispersion favors a diversified approach

Fidelity’s multi-manager approach to private equity, supported by research, offers access to a broader investment universe and significant potential to add value through manager selection.

Fidelity Investments

Direct lending: Does borrower size matter?

A closer look at risk and returns. The rest of the story...

Direct Lending, Institutional Portfolio Manager

February 24, 2025

Opportunistic credit investing

Opportunistic credit, like other alternative investments, offers the chance to pursue potentially higher long-term returns and greater diversification than may be available through traditional investment products.

Fidelity Investments

August 09, 2024

A Strategic Allocator’s Guide to Productivity and Profits

How a new regime with shifting trends and sometimes unexpected motives could influence productivity and fundamentally reshape the investment-decision process.

Fidelity Investments

Capital Market Assumptions: A Comprehensive Global Approach for the Next 20 Years

Asset returns in general over the next 20 years are expected to be lower than long-term averages, with stocks likely to outperform bonds and emerging markets likely to boast the highest returns.

Fidelity Investments

November 30, 2023

Target date strategies: how they work

Whether retirement is just around the corner or still down the road, we can help you achieve a successful retirement outcome. Learn more about how target date strategies work.