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Portfolio Construction Insights
How rates rise matters
This piece is approved to use with clients.
In prior rising rate environments, various parts of the municipal yield curve reacted differently based on economic conditions and the pace and scale of Fed activity.
Client Experience
Three Ways to Retain Clients during a Crisis
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Tips for Strengthening Client Relationships
Client Experience
The Pain Index - A Better Measure of Risk
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Conversations with investors about risk is often muddled with industry jargon they often find unrelatable. Redefine the risk conversation to better align with the way investors think about risk-- the pain of losing money.
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
Economy and Markets: An Ongoing Disconnect
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Capital markets have improved, but complacent investors may be overlooking still-challenging economic fundamentals.
Portfolio Construction Insights
The Challenge of Complacency
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Capital markets appear to have stabilized and improved, but complacent investors may overlook ongoing challenges.
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.