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.

Myth: 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.

Myth: 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.

Myth: 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.

Myth: 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.

Myth: 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.

Myth: 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.

Myth: 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.