Each quarter, Fidelity's Asset Allocation Research Team (AART) compiles a comprehensive quarterly market update—with analysis of the past quarter and what it may mean for the quarter ahead—to provide asset allocation recommendations for Fidelity’s portfolio managers and investment teams.
The package includes:
- Six key takeaways for the first quarter 2015
- A 50-page comprehensive report with a Q4 2014 market summary and in-depth analysis on the economy/macro backdrop, U.S. stock markets, international stock markets and global assets, fixed income markets, asset allocation themes, and an outlook for Q1 2015.
The Asset Allocation Research Team (AART) conducts economic, fundamental, and quantitative research to develop dynamic asset allocation recommendations for the Global Asset Allocation Division of Fidelity Asset Management (FAM), the investment management arm of Fidelity Investments. Lisa Emsbo-Mattingly, director, Dirk Hofschire, senior vice president, Craig Blackwell, analyst, Jake Weinstein, senior analyst, and Austin Litvak, senior analyst, contributed to this report.
The information presented above reflects the opinions of Dirk Hofschire, CFA, senior vice president, asset allocation research, and Lisa Emsbo-Mattingly, director of asset allocation research, as of January 15, 2015. These opinions do not necessarily represent the views of Fidelity or any other person in the Fidelity organization and are subject to change at any time based on market or other conditions. Fidelity disclaims any responsibility to update such views. These views may not be relied on as investment advice and, because investment decisions for a Fidelity fund are based on numerous factors, may not be relied on as an indication of trading intent on behalf of any Fidelity fund.
Past performance is no guarantee of future results.
Diversification/asset allocation does not ensure a profit or guarantee against loss.
Stock markets, especially foreign markets, are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments.
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