INSIGHTS

Spotlight Insights

Give your firm an edge with help from our featured insights, market commentary, and resources on high-priority topics.

Featured

Market Volatility Resources and Insights

Navigate today’s markets with help from Fidelity’s volatility insights and market commentary, covering timely topics including the economy, investing in uncertain times, and business resilience planning.

Fidelity UNHW Hub(SM)

Finding success in ultra-wealth management

Learn what it takes to attract and serve UHNW investors and how Fidelity can help you find success in ultra-wealth management.

AI in wealth management

Artificial intelligence (AI) is rapidly evolving, with applications like ChatGPT taking this old field of study to new heights. Find out more about this technology, its risks, and its potential to transform the future of wealth management.

featured

The Advisor’s Guide to Digital Assets

Answer your clients’ biggest cryptocurrency questions with data and resources on this emerging asset class.

Insights for your investments

Prepare to meet client needs with deep dives and multiple perspectives on critical investment topics.
COMMENTARY
Tariffs: what they are, how they work, and how they affect the stock market
Understand what tariffs are and how they work, how tariffs affect the stock market, and how tariffs may impact investment portfolios in this shifting
RESEARCH
An Advisor's Guide to Alternative Investments
Find out more about alternatives and how allocating to these investments may help strengthen your clients' portfolios.
RESEARCH
Reshaping Strategic Asset Allocation
Download the full Strategic Allocator's Guide to Productivity and Profits to learn more about the powerful forces reshaping strategic asset allocation.
RESEARCH
Unsustainable Global Debt: Roadmap for Strategic Asset Allocation
View our latest research on how the trend of rising debt/GDP ratios is becoming one of the single biggest risk factors in investment portfolios.
SPOTLIGHT
2025 equity sector performance outlook
As part of Fidelity's market outlook for financial advisors, discover the best investment ideas from our sector portfolio managers and learn how they have positioned their portfolios for the coming year.
RESEARCH
Diving into the Issues that Shape Fidelity Target Date Funds
Insights and intelligence for retirement leaders.
SPOTLIGHT
Planning for life events
Fidelity offers ideas and resources to help you support your clients through key life moments, bringing you the expertise and trust we've earned through decades of helping investors make their most important decisions.