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Strategies
Fidelity's world-class quantitative investment research and insights
Discover our quantitative experts' insights—leveraged from decades of Fidelity data and advanced technology—and the team's unique collaboration on quantitative and fundamental strategies.
Quantitative investment research informs our process, creating more opportunity for your clients
Given the enormous amount of investment data now available, quantitative investing is more important than ever. At Fidelity, our quantitative investment strategies and core, fundamental investment processes all benefit from our wealth of data—producing insights that are:
Tested and systematic
Our sound investing principles, the systematic techniques we use, and a commitment to rigorous testing allow us to produce investing insights that can help improve investment outcomes.
Targeted and innovative
Using decades of proprietary fundamental research and new, alternative data sources, we continually analyze and refine our approach to uncover today's market opportunities, generate new ideas, and enhance the investment process.
Efficient and actionable
Our scale, technology, and expertise allows us to develop and apply cutting-edge approaches to data analysis—and collaboratively translate our findings into insights for asset managers and advisors.
Explore our latest research & insights
Find details on our quantitative investing approach, the team, and how Fidelity’s quantitative techniques can construct better investing insights and strategies.
COMMENTARY
Do stocks still have room to grow?
An upturn in leading economic indicators suggests stocks may keep advancing.
COMMENTARY
Will stocks continue their rise?
Technology's earnings have been trending up. Historically, that has been a good sign for the sector and for earnings in the broader market.
COMMENTARY
2024 may be shaping up well for stocks
The economic landscape has shifted in ways that historically have supported strong returns.
COMMENTARY
Why 2024 could bring faster earnings growth
Three reasons earnings growth could accelerate in the new year and five ways it could affect asset allocations.
COMMENTARY
Growth, rates, and valuations are all up. What does that mean for stocks?
Investors are worried about rising interest rates and stock valuations-but historically, a brightening economic outlook has helped stocks overcome those headwinds.
PERSPECTIVE
Investment Research Update
Quarterly investment commentary from the Quantitative Research and Investments Division
PERSPECTIVE
A Bullish Take on Earnings Declines
Earnings have declined for more than a year, a setup that has been bullish in the past.
PERSPECTIVE
Quantitative Investment Strategy Insights
The Quantitative Stock Selection Model
PERSPECTIVE
Quantitative Investment Strategy Insights
A Framework of Systematic Solutions
PERSPECTIVE
Quantitative Investment Strategy Insights
Investment Approaches in Quant Equity and Quant Fixed income: Implementation Alpha and Risk Return Profiles
COMMENTARY
High interest rates historically have been good for investors
In the past, high rates corresponded with strong economic growth and good returns for both stocks and bonds
SERIES
Market Insights
Stay up-to-date on the factors driving current economic conditions. Listen as leaders from Fidelity Investments share their observations and analysis of domestic and global market trends.
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.
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INVESTING IDEAS
Active ETFs in Portfolio Construction
Learn more about the benefits of Active ETFs in Portfolio Construction and reasons you may consider using them.
INVESTING IDEAS
Five Allocation Ideas for 2023
Downside potential still exists, although riskier asset classes and segments could offer attractive rewards in the new year.
INVESTING IDEAS
Bonds May Be on Their Way Back
History suggests both bonds and stocks could advance in the next 12 months.
INVESTING IDEAS
Stocks on the Rocks? Maybe Not
Contrarian indicators suggest the market may advance despite the banking crisis.
INVESTING IDEAS
Three Key Catalysts for the 60/40 Strategy
History suggests the traditional mix of stocks and bonds could rebound in 2023.
Why quant matters
Find out how Fidelity unites decades of propriety data, advanced systematic approaches, and expert human insight to help uncover opportunity for your clients.
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