US

One type of ETF is taking over the market

In the Fidelity Insight of the week, Silverstein speaks to Matt Goulet, a vice president of sector investment strategy, about the rise of bond ETFs. He says financial advisers are driving this by replacing their individual bond holdings with ETF shares. And while it hasn’t happened on the retail side […]
One type of ETF is taking over the market
US

Technology is dominating the stock market

In the Fidelity Insight of the Week, Business Insider executive editor Sara Silverstein speaks to Matt Goulet, a vice president of sector investment strategy. He notes that the influence of the technology sector has surged over the past decade, with it now making up roughly 25% of the market. He […]
Technology is dominating the stock market
US

What could derail the unstoppable bull market

For the Fidelity Insight segment, Silverstein breaks down a recent research note from Jurien Timmer, the director of global macro at Fidelity. He notes that earnings have started to decelerate, but says they still look good, while calling fears of a bubble overblown. Timmer does, however, think that a hard […]
What could derail the unstoppable bull market
US

Traders are gearing up for Trump’s tax cut plan

It looks like “Trump Trade” is back on beca use of the tax proposal set to be released next Monday, which should reveal specifics on lowering the corporate tax rate. President Trump has been talking about cutting the federal corporate tax rate from 35% to 15% since 2015. Though, he […]
Traders are gearing up for Trump’s tax cut plan
US

The Fed and the market have vastly different rate hike forecasts

Business Insider executive editor Sara Silverstein discusses the views of Jurrian Timmer, the director of global macro at Fidelity Investments, ahead of this weekend’s Jackson Hole economic symposium. Timmer says that right now, the Federal Reserve and the market have differing views on how the schedule of rates hikes will […]
The Fed and the market have vastly different rate hike forecasts
US

Fidelity portfolio manager: Look internationally for new investment ideas

Bill Kennedy, a portfolio manager at Fidelity investments, spoke to Henry Blodget about how international markets may be the place to be after years of underperforming the US. This is due to better earnings clarity overseas, which improves the environment for stock pickers. He points out the low valuations for […]
Fidelity portfolio manager: Look internationally for new investment ideas