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Portfolio Construction Insights
Core Portfolio Construction
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What four principles do investors need to consider when it comes to core construction? Matthew Bartolini shares.
Investing Ideas
What is a Stock Worth?
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Implications for Equity Investing at Historic Valuations
Portfolio Construction Insights
Thinking Outside the Mailbox
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Redefining Income in a Low Yield World: Historically, investors in or near retirement have relied primarily on bonds for “mailbox money” necessary to fund their golden years. Going forward, investors and advisors will need to redefine their concept of “income” and reconsider how they fill their “mailbox”.
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.
Investing Ideas
Combining Factors to Target Specific Investment Outcomes
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A white paper that explores using a factor-based approach to portfolio construction. By combining factor exposures, investors can create a "core" equity portfolio and by adjusting the factor allocations can tailor their portfolios to their own particular investing style/desired outcome.
Investing Ideas
An Interest Rate Hedging Diagnostic
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One of the biggest strategic decisions faced by defined benefit pension plans is that of choosing an interest rate hedge ratio.