October 17, 2023

Fidelity Institutional

The service and experience to help you take your business further

Quarterly Market Update - Fourth Quarter 2023

Fidelity's Asset Allocation Research Team (AART) examines major themes in global financial markets and presents its investment outlook in this quarterly market update.

Loading PDF

Login to Download this PDF

Here are four scenarios for implementing alternative investments

Curious about new opportunities in alternative investments? Read about our framework for allocation ranges based on unique client needs.

More from Fidelity Institutional

The case for owning small cap U.S. stocks

Why this differentiated asst class could be helpful in the investment mix.

Jul 18, 2025

Opportunities in bonds

Despite recent volatility, the fixed income outlook looks bright.

Jul 18, 2025

What comes next after the U.S. tariff negotiation extension?

Balanced positioning may benefit investors amid increased trade uncertainty.

Jul 18, 2025

Third Quarter 2025 Quarterly Market Update

Market summary: Stocks rallied amid policy fluctuations.

Jul 18, 2025

What's inside the new tax act?

How the sweeping new legislation could affect taxes.

Jul 18, 2025

Opportunities to invest in the international AI ecosystem

Many international companies are helping build the infrastructure enabling AI, while other companies are using AI to improve the way they work and the products they offer.

Jul 01, 2025

Earnings growth projections have dropped. Will stocks follow suit?

The equity market may extend gains over the next 12 months despite a weaker profit outlook.

Jul 01, 2025

Fixed Income Insights: Monthly commentary

Get the latest on the current state of the U.S. economic and Treasury markets, insights on the yield curve, and detailed reviews of the investment-grade and high-yield sectors.

Jun 13, 2025

ETF flows buck volatility

Tech, active ETF flows among leaders during Q1.

Jun 06, 2025

Is tech ready to run?

The sector may be poised for a rebound.

May 30, 2025

Why an international equity rotation could continue

Five important factors supporting this potential opportunity—especially for Europe.

May 30, 2025

Market volatility may boost distressed credit opportunities

Why selecting among nontraditional restructurings may offer compelling value.

May 09, 2025

What to make of the recent bond market volatility

We’ve seen some unusual behavior amid yields that have been above their historical average.

May 09, 2025

It’s possible we’re still in a long-term bull market

The current tariff-related uncertainty may be a notable drawdown within a multi-decade equity run.

May 09, 2025

Amid tariffs and market risks, we’re not seeing a crisis

Market volatility remains elevated, but we’re not seeing historically high systemic risk.

May 09, 2025

Tariffs turn market sentiment historically bearish

Staying the course, rather than acting on impulse, has often been the right move historically.

Apr 11, 2025

Signs that credit has eased may give cyclicals a boost

Loan growth could accelerate, and that has benefited cyclical stocks in the past.

Mar 28, 2025

Finding potential advantages in the bond structure of munis

It's about analyzing when, rather than if, bonds are likely to be repaid.

Mar 24, 2025

The opportunity for short and intermediate bond funds

Assessing the current potential to earn returns approaching core bonds with less risk.

Mar 24, 2025

A gameplan for market corrections

It pays to keep perspective in a market downturn.

Mar 24, 2025

Investing in an era of persistent inflation

The implications for asset prices may depend on whether we see good or bad inflation.

Mar 24, 2025

Investing in an era of animal spirits

What history can tell us about the current state of the markets.

Mar 07, 2025

Designing a retirement income solution

Fidelity's Managed Cash Flow strategy

Feb 27, 2025

Helping advisors know what their clients really own

How Fidelity works with advisors to generate balanced fixed-income portfolios for clients.

Feb 27, 2025

“Animal spirits” push stock valuations higher as fundamentals take a backseat

Historically, after valuations have expanded, earnings have tended to catch up.

Feb 20, 2025

Here are four scenarios for implementing alternative investments

Curious about new opportunities in alternative investments? Read about our framework for allocation ranges based on unique client needs.

The most important insight of the day

Get the Harvest Daily Digest newsletter.

Support
Privacy Policy
GDPR
CCPA
Terms
Copyright

© 2025 Harvest Exchange Corp

What is Harvest?

Harvest is a digital marketing platform that connects investors with financial firms, products and services through behavioral data.

Become a publisher

Distribute your firm's investment insights on the world's largest investor community. Learn more