Insights library

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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Fulcrum Issues: Are we there yet?

September 2023

Shifting expectations on the direction of the Fed’s monetary policy amid rising concerns about growth and inflation.

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A Strategic Allocator’s Guide to Productivity and Profits

September 2023

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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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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Why equity investors are rediscovering Japan

August 2023

Most global investors remain unappreciative and under-allocated when it comes to Japanese stocks. But this risks missing out on the quiet but steady transformation that’s unfolding in Japan amid striking improvements in corporate earnings yields and capital returns.

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Quarterly Outlook: Between resilience and fragility

July 2023

Hopes of a soft landing have all but vanished. Andrew McCaffrey, Global CIO, Fidelity International, believes a recession is coming, but perhaps not for some time. For now, we oscillate between resilience and fragility.

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David Wolf, David Tulk and Ilan Kolet: Five Questions and Five Charts

April 2023

Last quarter David Wolf, David Tulk and Ilan Kolet answered fifteen of their most frequently asked questions. This quarter, with the help of a few of their favourite charts, they’ll answer some more.

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