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Thinking Outside the Portfolio

English, Finance, 1 season, 26 episodes, 8 hours, 33 minutes
About
Clients are expecting more from their advisors. Seeking help with investment management may allow advisors to focus on holistic financial planning, helping evolve the overall client experience. Whether through model portfolios or our insights and tools, Fidelity has the experience and investment knowledge to assist advisors in managing their clients' money. This podcast will help showcase some portfolio construction ideas as well as provide timely market insights to help advisors position their clients' portfolios. For legal info go to go.fidelity.com/legal. For investment professional use only. Information provided in the presentation of this PODCAST is for informational and educational purposes only. This information is not individualized and is not intended to serve as the primary or sole basis for investment decisions as there may be other factors to consider. To the extent any investment information in this material and its presentation is deemed to be a recommendation, it is not meant to be impartial investment advice or advice in a fiduciary capacity and is not intended to be used as a primary basis for you or your client's investment decisions. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services.
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Special Edition: Q4 2023 Investment Themes with Dr. Claus te Wildt

Hear timely market insights and investment ideas from Fidelity's Dr. Claus te Wildt.
1/1/120 minutes, 26 seconds
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Special Edition: Q3 2023 Investment Themes with Dr. Claus te Wildt Episode

Tune in to hear from Dr. Claus te Wildt on recent market activity, the Fed, and inflation.
17 minutes, 34 seconds
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Special Edition: Q2 2023 Investment Themes with Dr. Claus te Wildt

Listen to Fidelity's Dr. Claus te Wildt discuss the recent banking crisis and the impacts that may have on a potential for a recession in the coming months.
20 minutes, 35 seconds
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Q2 2022 Investment Themes with Dr. Claus te Wildt

Listen to Fidelity's Dr. Claus te Wildt, capital market strategist, as he discusses labor markets, current state of the pandemic, and potential investment opportunities.
17 minutes, 9 seconds
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Special Edition: Q1 2021 Investment Themes with Dr. Claus te Wildt

Listen to Fidelity's Dr. Claus te Wildt, capital market strategist, as he discusses his 2021 outlook on the coronavirus and the overall investment landscape.
17 minutes, 47 seconds
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Special Edition: Q1 2023 Investment Themes with Dr. Claus te Wildt

Listen to Fidelity's Dr. Claus te Wildt discuss inflation, the potential for a reccession this coming year, and portfolio construction ideas to think about as we kick off a new year.
20 minutes, 25 seconds
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Special Edition: Q3 2019 Investment Themes with Dr. Claus te Wildt

Listen to Fidelity's Dr. Claus te Wildt, capital market strategist, as he discusses current Q3 2019 investment themes and insights to help advisors try to best position their client's investments for the future.
14 minutes, 10 seconds
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Episode Two: Time Horizons Matter

Can there really be one optimal portfolio for all investors?
21 minutes, 57 seconds
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Episode Seven: Achieving Client Goals with Personalization and Customization Matters

What investment options help meet changing investor preferences?
18 minutes, 38 seconds
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Episode Six: Beware of Consensus

What effect might following the crowd have on your portfolio?
16 minutes, 32 seconds
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Episode One: What should advisors consider when creating portfolios in an ever-changing world?

Fidelity has research and experience to assist advisors in managing their clients' money. This podcast provides portfolio construction ideas to advisors to help best position their clients' portfolios.
21 minutes, 39 seconds
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Q2 2020 Investment Themes with Dr. Claus te Wildt

Listen to Fidelity's Dr. Claus te Wildt, capital market strategist, as he discusses the current state of the coronavirus and investment landscape.
12 minutes, 59 seconds
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Special Edition: Q4 2022 Investment Themes with Dr. Claus te Wildt

Tune into to hear Fidelity's Dr. Claus te Wildt provide a timely update on recent market activity and the implications of inflation on the economy.
19 minutes, 51 seconds
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Special Edition: Q1 2022 Investment Themes with Dr. Claus te Wildt

Listen to Fidelity's Dr. Claus te Wildt, capital market strategist, as he discusses recent market volatility and current investment themes.
15 minutes, 59 seconds
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Q4 2020 Investment Themes with Dr. Claus te Wildt

Listen to Fidelity's Claus te Wildt, capital market strategist, as he discusses recent advancements with a COVID-19 vaccine and how that may impact the markets.
17 minutes, 2 seconds
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Episode Three: It's Time to Get Back to Bond and Debt Fundamentals

Do all bonds offer the same risk and exposure?
33 minutes, 26 seconds
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Special Edition: Q2 2021 Investment Themes with Dr. Claus te Wildt

Listen to Fidelity's Dr. Claus te Wildt, capital market strategist, as he discusses the fiscal stimulus bill, current state of the COVID-19 vaccine rollout, and more.
21 minutes, 41 seconds
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Episode Five: Adding Sector Exposure into a Portfolio

What portfolio characteristics could help drive better returns?
31 minutes, 9 seconds
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Special Edition: Q3 2021 Investment Themes with Dr. Claus te Wildt

Listen to Fidelity's Dr. Claus te Wildt, capital market strategist, as he discusses current investment themes and his outlook on inflation and and interest rates.
17 minutes, 47 seconds
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Episode Four: Don't Be Complacent about Possible High Inflation or Deflation

What inflationary trends should investors be aware of?
30 minutes, 34 seconds
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Special Edition: Q1 2020 Investment Themes with Dr. Claus te Wildt

Listen to Fidelity's Dr. Claus te Wildt, capital market strategist, as he discusses current investment themes and insights to help advisors try to best position their client's investments for the future.
13 minutes, 7 seconds
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Episode Eight: Investors Now Expect More Comprehensive Services, Holistic Planning

What type of investment products help support an advisor in a changing landcape?
24 minutes, 34 seconds
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Special Edition: Q4 2021 Investment Themes with Dr. Claus te Wildt

Listen to Fidelity's Dr. Claus te Wildt, capital market strategist, as he discusses current investment themes.
20 minutes, 48 seconds
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Q3 2020 Investment Themes with Dr. Claus te Wildt

Listen to Fidelity's Dr. Claus te Wildt, capital market strategist, as he discusses the potential impact of the coronavirus and the presidential election on the investment landscape.
17 minutes, 26 seconds
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Special Edition: Impact of Recent Market Volatility, featuring Dr. Claus te Wildt

Listen to Fidelity's Claus te Wildt, capital market strategist, as he discusses recent market volatility and the potential impacts to your client portfolios.
11 minutes, 37 seconds
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Q3 2022 Investment Themes with Dr. Claus te Wildt

Listen to Fidelity's Dr. Claus te Wildt, capital market strategist, as he discusses the current state of the markets and the economy.
18 minutes, 58 seconds