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Sustainable Investing
Does ‘ESG’ Mean the Same Thing to You and Your Client?
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It's vital for financial advisors to be able to understand which values are important to each client, and to be able to meet each client's need with a portfolio that addresses their values.
Portfolio Construction Insights
5 Lessons From 5 Decades of Asset Allocation
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At Morningstar Investment Management, our asset allocation approach has drawn on our research spanning five decades. Some lessons have stood the test of time and continue to inform our thinking today. We unpack five key lessons that we believe are vital to be a great asset allocator today.
Market Outlooks
Our Valuation-Driven Asset Allocation Views Looking Beyond COVID-19
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While we haven’t faced a global pandemic of this kind before and the path to normalization is uncertain, we are encouraged by the aggressive policy response from central banks and governments which we think will be effective in averting a financial crisis. Thus, we think the recent sell-off has created significant opportunities for long-term investors like us. Read our commentary to learn our latest thinking.
Market Outlooks
The Government Responds with Extraordinary Measures
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The Federal Reserve and Washington lawmakers have taken dramatic steps to counteract the effects of the COVID-19 virus on the economy.
Market Outlooks
Second Quarter 2020 Quarterly Market Update
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Fidelity's Asset Allocation Research Team (AART) examines major themes in global financial markets and presents its investment outlook in this quarterly market update.
Market Outlooks
View of the Business Cycle by Fidelity's Asset Allocation Research Team
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A review of the current state of the U.S. business cycle and the effects of the spread of COVID-19, as well as the potential implications for asset allocation.
Market Outlooks
The Market Has a Math Problem
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The market has a math problem—or does it? It all depends on where rates go.
Market Outlooks
What's the Price of Uncertainty?
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Uncertainty & demographics put a premium on cash flow.
Market Outlooks
An Improving Narrative?
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Jurrien Timmer April 2019 Commentary: I think the storyline is about to get better for markets
Portfolio Construction Insights
Quarterly Market Update
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Fidelity's Asset Allocation Research Team (AART) examines major themes in global financial markets and presents its investment outlook in this quarterly market update.