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A Strategic Allocator’s Guide to Productivity and Profits

May 2024

How a new regime with shifting trends and sometimes unexpected motives could influence productivity and fundamentally reshape the investment-decision process.
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Glide through retirement with strategic asset allocation

December 2023

Jon Knowles, Institutional Portfolio Manager, shares insights about Fidelity’s strategic asset allocation process and how it’s used in our active, blend and index-plus target date solutions, a suite designed to meet the distinct needs of plan sponsors and members.

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

November 2023

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.
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Fidelity’s Target Date glide path: A research-driven approach

August 2023

An effective target date strategy requires a glide path that provides diversification, embraces participants’ long-term investment horizons, and is supported by an adaptive investment process
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Fulcrum Issues: Equity Returns and Inflation

February 2023

Potential paths of equity performance in inflationary periods.
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Meet the Fidelity target date team

June 2019

Our portfolio management team works every day to provide the best possible outcomes for investors. Hear from our ClearPath portfolio managers Andrew Dierdorf and Brett Sumsion as they discuss their investment approach.
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Target date strategies: how they work

June 2019

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.
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