Insights library

On our way home

June 2025

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.

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How much Canada should Canadian investors own?

April 2025

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.

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Elbows up

March 2025

Elbows have gone up in Canada and abroad in response to the dramatic change in the US policy environment. Markets have likewise become irritable. As investors, we must not overreact to the flow of breathless and often contradictory headlines. But it is also important not to underreact.

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Fundamentals of target date strategies

January 2025

Discover the basics of target date strategies in this insightful video. Learn about the fundamentals, explore the potential benefits, and gain practical tips for choosing the right strategy to align with your financial goals.

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The Fed pivots: Lower rates, higher stakes

October 2024

An analysis of previous rate-cutting cycles and macroeconomic conditions suggests a wide range of potential asset class outcomes in a hard or soft landing.

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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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