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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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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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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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