Investing insights–straight from the experts

Market perspective from Fidelity, BlackRock, and PIMCO at our recent webcast.

 

Markets: Prepping for volatility

  • Monetary policy and political concerns have made investors nervous.
  • Earnings have been shrinking in much of the market.
  • Conditions may favor durable growth, defensive sectors, low volatility stocks, and maintaining bonds in a portfolio.

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Related article

 

Stocks: Where to find growth

  • Stocks and sectors that depend on economic recovery may struggle.
  • Innovative companies who can make their own breaks may fare better.
  • Consider consumer discretionary and tech.

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Related article

 

Income: Strategies for today's climate

  • The pace of rate hikes may be slower and have a lower ceiling than previous rounds of tightening.
  • Negative rates abroad may create demand for U.S. dollar denominated securities.
  • Investors may want to look at short-duration corporate bonds.

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Sectors: Big moves to watch

  • The defensive sectors may be best positioned for an earnings recession.
  • Despite the recent rally, oil prices may face headwinds.
  • The biotech industry may be oversold.

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Q&A: Expert answers

  • Bond liquidity: Why transaction costs may be higher.
  • Commodities: There may be a long period of headwinds, now that China’s growth has slowed.
  • Stock factors: Quality stocks may trump momentum names, mid-cap stocks may be less volatile than large caps.
 

Brexit: After the vote

  • Expect a prolonged period of uncertainty as the political process unfolds.
  • The vote raises questions about the membership of other countries in the European Union.
  • Investors should think long-term, but expect volatility in currencies and stocks.

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Full broadcast: Inside/Out June 22

  • Markets: Prep for volatility
  • Stocks: Where to find growth
  • Income: Strategies for rising rates
  • Sectors: Big moves to watch

Read a summary

Moderator


John Sweeney
Executive Vice President, Retirement & Investing Strategies, Fidelity Investments

 

Panelists

BillBowerBill Bower
Portfolio Manager
Fidelity Investments
Fidelity Diversified International Fund (FDIVX)




DeniseChisholmDenise Chisholm
Sector Strategist
Fidelity Investments

HeidiRichardson Heidi Richardson
Managing Director,
Head of Investment Strategy for U.S. iShares
BlackRock




JeromeSchneiderJerome Schneider
Managing Director,
Portfolio Manager

PIMCO Short Term Fund (PSHAX) and PIMCO Short Asset Investment Fund (PAIAX).

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The views and opinions expressed by the speakers are their own and do not necessarily represent the views of Fidelity Investments or its affiliates. Any such views are subject to change at any time based on market or other conditions, and Fidelity disclaims any responsibility to update such views. These views should not be relied on as investment advice, and, because investment decisions are based on numerous factors, may not be relied on as an indication of trading intent on behalf of any Fidelity product.
Past performance is no guarantee of future results.
Diversification and asset allocation do not ensure a profit or guarantee against loss.
Stock markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. Investing in stock involves risk, including the possible loss of principal.
In general, the bond market is volatile, and fixed income securities carry interest rate risk. (As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities.) Fixed income securities also carry inflation risk, liquidity risk, call risk, and credit and default risks for both issuers and counterparties. Unlike individual bonds, most bond funds do not have a maturity date, so holding them until maturity to avoid losses caused by price volatility is not possible.
Because of their narrow focus, sector investments tend to be more volatile than investments that diversify across many sectors and companies.
Certain investment firms whose funds are available through the FundsNetwork® program for Fidelity were offered the opportunity to participate in this event. Fidelity considered a variety of factors when making the final firm selection. Firms may compensate Fidelity for participating in this event, including reimbursement for expenses.
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