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Deliver more value to clients and help accelerate your firm’s growth by leveraging our investment insights, research, and market commentary.
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Get ahead of market and industry changes with selected research and investing insights on recommended subjects.
RESEARCH
Considerations when implementing alternative investments in multi-asset class portfolios
Fidelity has developed a framework for allocating to alternative investments based on proprietary research that outlines suggested portfolio mixes across the liquidity spectrum.
INVESTING IDEAS
Accessing the breadth of AI-related investments
Why investing in both public and private artificial intelligence companies may offer advantages.
RESEARCH
When investors speak, it's time to listen: The 2024 Fidelity Investor Insights Study
Fidelity's 2024 Investor Insights Study reveals client needs that stretch beyond investment management alone.
Spotlight insights
View AllGive your firm an edge with help from our featured insights, market commentary, and resources on timely topics.
RESEARCH
An Advisor's Guide to Alternative Investments
Find out more about alternatives and how allocating to these investments may help strengthen your clients' portfolios.
SPOTLIGHT
AI in wealth management
Understanding the potential risks and opportunities of AI in wealth management, and what it could offer your business, is imperative as the landscape evolves.
SPOTLIGHT
The Advisor’s Guide to Digital Assets
Answer your clients’ biggest cryptocurrency questions with data and resources on this emerging asset class.
Featured series
View AllStay current and elevate your practice with help from Fidelity's ongoing analysis of key market and business trends.
SERIES
Quarterly Market Update
Fidelity's Asset Allocation Research Team (AART) examines major themes in the global financial markets and presents an investment outlook for the quarter.
SERIES
Investment Research Update
By synthesizing market information using three quantitative approaches, Director of Quantitative Market Strategy Denise Chisholm evaluates potential opportunities across equity market sectors.
SERIES
Business Cycle Update
This series provides a view of the cyclical fluctuations in economies around the world, offering a framework for asset allocation decisions.
EVENTS
Stay in-the-know with our webinars and events
Live or on demand, our webinars and events feature Fidelity experts discussing key topics affecting your firm: portfolio construction, market developments, practice management, and more. Browse our schedule and sign up today.
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Market Commentary
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RESEARCH
The rising cost of capital and its investment implications
Higher real rates may persist for 5 to 10 years. This likely would increase the cost of capital, which in turn could reduce the return advantage for stocks versus bonds, boost prospects for larger companies with high-quality earnings.
RESEARCH
Deciphering strategic investment opportunities in a complex new world order
On a multipolar and volatile global stage, how some nations align with others–and some don’t–could play a role in strategic investment decision-making
Investing Ideas
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INVESTING IDEAS
Why active ETFs, Why now?
Learn how these funds fit into modern portfolio construction
INVESTING IDEAS
The case for bitcoin
A research-based framework may help investors understand bitcoin’s unique features and risk/return characteristics as an alternative investment within a multi-asset class portfolio, and the potential role of a small allocation.
Retirement
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COMMENTARY
Developing an effective income strategy
Consider client portfolios from different perspectives
RESEARCH
3 keys to your retirement income plan
Build income plans with guaranteed income,* growth potential, and flexibility in mind.
Portfolio Construction
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INVESTING IDEAS
The case for using a sector-based framework in equity portfolio construction
Sector exposure historically has been a major driver of stock returns and can be an effective way to seek an objective and help manage portfolio risk
INVESTING IDEAS
Incorporating factor strategies into a style-investing framework
Passive investors can gain targeted exposure to value and growth companies with factor strategies.
Running Your Business
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RESEARCH
Best practices in wealth management technology can drive firm success
What we can learn from firms that embrace technology to drive efficiency, grow faster, and deliver a better client experience
COMMENTARY
Gaining traction through GrowthTech: Leveraging technology to propel your business forward
Opportunities to deliver data-driven personalization at scale, improve lead acquisition, and capture actionable insights across the entire client lifecycle
Working With Clients
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RESEARCH
When investors speak, it's time to listen: The 2024 Fidelity Investor Insights Study
Fidelity's 2024 Investor Insights Study reveals client needs that stretch beyond investment management alone.
PERSPECTIVE
Closing the Gender Gap: Why financial advisors need a fresh approach with women investors
As women continue to grow their economic wealth, ensuring financial advisors are maintaining & growing relationships with women investors is more important than ever.
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