Mid-year investing outlook

While the waters continue to look choppy, that doesn't mean it's time to abandon ship.

Find out what may lie ahead for markets in the second half of the year, how Fidelity portfolio managers are navigating the turmoil, and where fear may be creating hidden opportunities.

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From inflation, to the specter of recession, to war, there's no scarcity of risks for investors to worry about right now.

Yet the greatest risk to investors' portfolios may be the risk of overreacting.

Read what our strategists are saying

Stocks have been struggling to find their equilibrium in recent weeks.

But the big issue that may determine their course the rest of this year isn't necessarily inflation, or even the Fed.

Find out what Jurrien Timmer thinks is key

International stocks are forecasted to outperform US stocks over the next 20 years.

However, the fragmented state of the global economy may mean that some countries and markets benefit more than others.

Learn where Fidelity portfolio managers are looking

While bonds endured a terrible first half of the year as rates on long-term bonds rose starkly, that pain may have created an opening for investors: For the first time in years, bonds are paying decent yields.

Read about how investors can make use of this potential buying opportunity

Even with higher yields on bonds, income investors may need extra help to stay ahead of inflation. Fidelity's portfolio managers have found potential income diversification in:

  • Floating-rate loans
  • Real estate investment trusts (REITs)
  • Commodity futures and shares of commodity-producing companies
  • Treasury Inflation-Protected Securities (TIPS)

Find out more on why to consider a multi-asset income approach

Remember that saying, "Be greedy when others are fearful"?

Strategist and market historian Denise Chisholm is currently seeing potential in financials, value, and small caps.

Read about why she thinks they could be second-half winners

Inflation could remain elevated for some time, even as it eases from recent highs. That said, investors aren't powerless to stop inflation from eating away at their purchasing power.

Visit the inflation special report for our top ideas on protecting your money

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