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Seven Portfolio Construction Myths, Demystified
With rapidly changing markets and a growing universe of investment options, building investment portfolios has never been harder. Fidelity is focused on helping advisors build better portfolios by revealing common practices that may hinder productivity and portfolio performance.
Investment Themes with Fidelity's own Dr. Claus te Wildt
In this complex environment, listen to Fidelity's Dr. Claus te Wildt, capital market strategist, as he discusses labor markets, current state of the pandemic, and potential investment opportunities.
Thinking Outside the Portfolio podcast series
Your clients are expecting more from you than ever before. Fidelity is here to help by providing insights and resources to help you position your clients' portfolios for the future. This podcast will explore common portfolio construction misconceptions as well as provide timely market insights to help you navigate the markets.

Thinking Outside the Portfolio
Season 1, Episode 1: What should advisors consider when creating portfolios in an ever-changing world?
Listen on Apple PodcastsMyth: There's One Optimal Portfolio for All Investors
Reality: Time Horizon Matters
What works for one investor may not be the right time horizon or asset mix for another. Asset performance is driven by a confluence of various short-, intermediate-, and long-term factors.

Thinking Outside the Portfolio
Season 1, Episode 2: Can there really be one optimal portfolio for all investors?
Listen on Apple PodcastsMyth: All Bonds and Debts Are Created Equal
Reality: It's Time to Get Back to Bond and Debt Fundamentals
Investors often use general terms like “fixed income” or “bonds” to describe an asset class that encompasses hundreds of subsectors with differing correlations, exposures, and associated risks.

Thinking Outside the Portfolio
Season 1, Episode 3: Do all bonds offer the same risk and exposure?
Listen on Apple PodcastsMyth: Inflation Is No Longer Relevant
Reality: Don't Be Complacent about Possible High Inflation or Deflation
It's important to remember that nothing is set in stone—especially inflation expectations.
Thinking Outside the Portfolio
Season 1, Episode 4: What inflationary trends should investors be aware of?
Listen on Apple PodcastsMyth: Style and Market Cap Are the Only Ways to Gain an Edge
Reality: There's More to the Outperformance Story, Including Sector, Active/Passive, and Smart Beta
Many investors use size and style as a framework to build equity portfolios thus ignoring key performance drivers, such as sectors and smart beta.

Thinking Outside the Portfolio
Season 1, Episode 5: What portfolio characteristics could help drive better returns?
Listen on Apple PodcastsMyth: Consensus Is Comforting
Reality: Beware of Consensus
Following the crowd allows us to take a mental shortcut to making our own decisions. That may be why many investors emulate what others do, especially in times of market uncertainty.

Thinking Outside the Portfolio
Season 1, Episode 6: What effect might following the crowd have on your portfolio?
Listen on Apple PodcastsMyth: A One-Size-Fits-All Portfolio Is Good Enough
Reality: Achieving Client Goals with Personalization and Customization Matters
Given the sheer number of investing options available today, the concept of an ideal portfolio is an attractive one. However, varying levels of investor needs means a one-size-fits-all portfolio may miss out on opportunities to meet specific investor needs.

Thinking Outside the Portfolio
Season 1, Episode 7: What investment options help meet changing investor preferences?
Listen on Apple PodcastsMyth: It's All about Managing the Money
Reality: Investors Now Expect More Comprehensive Services, Holistic Planning Content: Clients' expectations of what they gain from hiring a financial advisor have changed over time
The majority of investors look to advisors to provide comprehensive services that go beyond managing money.

Thinking Outside the Portfolio
Season 1, Episode 8: What type of investment products help support an advisor in a changing landscape?
Listen on Apple Podcasts- Diversification and asset allocation do not ensure a profit or guarantee against a loss.