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Portfolio Construction Insights
Growth vs. value? There’s a place for both
Historically, growth and value have behaved differently across varying market environments, suggesting that investors may benefit from having a strategic allocation to both styles of investing. We build a case for why there’s a place for both in a portfolio.
Investing Ideas
State of the RIA Market: Special Focus on the Investor/Advisor Relationship and Advisor Technology Stack
As a valued Envestnet Institute user, we are delighted to share with you our latest report on the State of the RIA Market.
Investing Ideas
Cluster Cities: A Chinese Experiment in the Future of Urbanisation
This piece is approved to use with clients.
China’s success in growing city clusters of previously unimaginable size is dependent on three key factors: continued rural-to-urban migration, planning that spans disparate administrative areas, and massive infrastructure investment.
Investing Ideas
Better, Quicker, Cheaper: AI and Big Data Create New Opportunities in the Cloud
The cloud continues to upend the software industry as it moves into areas such as AI and big data.
Investing Ideas
Much Maligned Bank Loans Deserve a Closer Look
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Bank loans, supported by both fundamental and technical factors, appear to offer relative value despite some risks.
Investing Ideas
Strategas Insight: Handicapping the Outlook for US-Sino Trade Negotiations
Market pundits have doubted this bull market every step of the way. Each pullback put into evidence that the cycle had reached its endgame; each recovery off the lows furthered the disequilibrium caused by monetary malfeasance. And yet, not more than two weeks ago the market stood as high as it ever has.
Children & College Savings
Learn How To Teach Your Kids About Money
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This guide helps your clients teach their children good money management skills with practical tips they can use whether their kids are preschoolers or college-bound.
Portfolio Construction Insights
Quarterly Market Update
This piece is approved to use with clients.
Fidelity's Asset Allocation Research Team (AART) examines major themes in global financial markets and presents its investment outlook in this quarterly market update.
Investing Ideas
Goldilocks and the Bears—Innovation, Disruption, and the End of the “Virtuous” Cycle
The low‑growth, low‑inflation, and high‑disruption world we live in today is constantly on my mind. What does this mean for us as investors in this era? As we’ve written about this before, I would highlight this analysis is like predicting the outcome of a football game at halftime. Much of this has already happened.