January 2025
The year ahead promises a different environment for financial investors, but it is clear earnings in many areas will improve and the global mood is positive.
Inflation pressures and fiscal debates may disrupt markets in 2025. Long-term rates could stay high despite Fed easing, while emerging-market equities may outshine U.S. stocks. Below-average returns are likely as optimism is already priced in.
Investors would do well to counterbalance their public holdings by increasing exposure to private investments.
Bruno Crocco is Portfolio Manager and Jon Knowles is Institutional Portfolio Manager on Fidelity’s ClearPath suite of Target Date funds. We welcome them as contributors to our Thought Leadership in Canada.
November 2024
Fidelity International created one of France's greenest buildings
Updating assets to be greener not only generates pricing and rental premiums for investors, it also means the real estate industry has a head-start on enacting real change.
October 2024
Since the pandemic, there’s been a recognition that employers need to provide more to their workers to draw them back to the office. This shift in what makes an attractive office building - and where it’s expected to be - can be pivotal for investors planning a long-term strategy.
A dip in U.S. growth will have an impact on Asia's own rates of expansion, but the slowdown will also provide room for the region’s policymakers to cut interest rates.
We’re seeing a rotation, not a sell-off.
September 2024
The equity-bond correlation has turned negative. But it’s the context that matters.
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