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How investors may want to position themselves in 2025

  • ,  Senior Investment Content Specialist |
  • 03 Feb 2025

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2025 Outlook

Big market moves are often driven by surprises. So what lies ahead for 2025? This report examines five potential surprises for the economy and markets–inflation, US fiscal policy, long-term interest rates, emerging market equities, and asset returns.

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Navigating the Uncertainties of Modern Retirement Patterns

People are retiring later, but they’re also living longer. This new research looks at the historical trends, isolates the factors that tend to drive retirement age, and considers the impact of uncertain retirement duration on planning and investing for individuals and plan sponsors.

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Alternative Angles Podcast

Alternative Angles is a new podcast from Fidelity, offering fresh perspectives on alternative assets for more informed portfolio decisions. In the latest episode, host Steve Rosen and portfolio manager Bill Maclay dive into high-yield private real estate lending, including trends in credit conditions and property fundamentals, strategies Bill believes offer strong risk-adjusted returns, and why he’s a fan of mezzanine debt.

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Direct Lending: Does Borrower Size Matter?

Some investors may assume that “bigger is better” when it comes to direct lending: the larger the borrower, the safer the credit. But loans to smaller middle-market borrowers may have advantages such as stronger covenants and lower capital structure leverage. This white paper shows a framework for understanding the benefits of the lower middle-market.

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Are Private Assets Worth the Effort?

Fidelity analysis shows nonprofits can potentially improve investment performance and reduce spending volatility by accessing above-median private market managers. In this research, Fidelity explores the impact of private assets on endowments and foundations’ returns and spending.

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How AI Could Evolve into a Multi-Year Investment Theme

It goes without saying: AI has the potential to be an economic game changer. In an era of deteriorating demographics and subdued productivity, even a modest boost from AI could support stronger economic growth, reshaping the tech sector and driving corporate profit margins. The question is how much, and for how long? New Fidelity research examines comparable tech adoptions to estimate potential productivity gains.

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