Thinking Outside the Portfolio

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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 kno…

Fidelity Institutional Asset Management


    • Nov 2, 2023 LATEST EPISODE
    • monthly NEW EPISODES
    • 19m AVG DURATION
    • 26 EPISODES


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    Latest episodes from Thinking Outside the Portfolio

    Special Edition: Q4 2023 Investment Themes with Dr. Claus te Wildt

    Play Episode Listen Later Nov 2, 2023 20:26


    Hear timely market insights and investment ideas from Fidelity's Dr. Claus te Wildt.

    Special Edition: Q3 2023 Investment Themes with Dr. Claus te Wildt Episode

    Play Episode Listen Later Aug 18, 2023 17:34


    Tune in to hear from Dr. Claus te Wildt on recent market activity, the Fed, and inflation.

    Special Edition: Q2 2023 Investment Themes with Dr. Claus te Wildt

    Play Episode Listen Later Apr 28, 2023 20:35


    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.

    Special Edition: Q1 2023 Investment Themes with Dr. Claus te Wildt

    Play Episode Listen Later Feb 7, 2023 20:25


    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.

    Special Edition: Q4 2022 Investment Themes with Dr. Claus te Wildt

    Play Episode Listen Later Nov 2, 2022 19:51


    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.

    Q3 2022 Investment Themes with Dr. Claus te Wildt

    Play Episode Listen Later Jul 26, 2022 18:58


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

    Q2 2022 Investment Themes with Dr. Claus te Wildt

    Play Episode Listen Later Apr 19, 2022 17:09


    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.

    Special Edition: Q1 2022 Investment Themes with Dr. Claus te Wildt

    Play Episode Listen Later Feb 17, 2022 15:59


    Listen to Fidelity's Dr. Claus te Wildt, capital market strategist, as he discusses recent market volatility and current investment themes.

    Special Edition: Q4 2021 Investment Themes with Dr. Claus te Wildt

    Play Episode Listen Later Dec 4, 2021 20:48


    Listen to Fidelity

    Special Edition: Q3 2021 Investment Themes with Dr. Claus te Wildt

    Play Episode Listen Later Jul 14, 2021 17:47


    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.

    Special Edition: Q2 2021 Investment Themes with Dr. Claus te Wildt

    Play Episode Listen Later Apr 27, 2021 21:41


    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.

    Episode Eight: Investors Now Expect More Comprehensive Services, Holistic Planning

    Play Episode Listen Later Mar 12, 2021 24:34


    What type of investment products help support an advisor in a changing landcape?

    Episode Seven: Achieving Client Goals with Personalization and Customization Matters

    Play Episode Listen Later Mar 3, 2021 18:38


    What investment options help meet changing investor preferences?

    Episode Six: Beware of Consensus

    Play Episode Listen Later Mar 2, 2021 16:32


    What effect might following the crowd have on your portfolio?

    Episode Five: Adding Sector Exposure into a Portfolio

    Play Episode Listen Later Feb 27, 2021 31:09


    What portfolio characteristics could help drive better returns?

    Special Edition: Q1 2021 Investment Themes with Dr. Claus te Wildt

    Play Episode Listen Later Feb 9, 2021 17:47


    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.

    Episode Four: Don't Be Complacent about Possible High Inflation or Deflation

    Play Episode Listen Later Jan 6, 2021 30:34


    What inflationary trends should investors be aware of?

    Episode Three: It's Time to Get Back to Bond and Debt Fundamentals

    Play Episode Listen Later Dec 16, 2020 33:26


    Do all bonds offer the same risk and exposure?

    Episode Two: Time Horizons Matter

    Play Episode Listen Later Dec 8, 2020 21:57


    Can there really be one optimal portfolio for all investors?

    Q4 2020 Investment Themes with Dr. Claus te Wildt

    Play Episode Listen Later Nov 20, 2020 17:02


    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.

    Episode One: What should advisors consider when creating portfolios in an ever-changing world?

    Play Episode Listen Later Oct 28, 2020 21:39


    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.

    Q3 2020 Investment Themes with Dr. Claus te Wildt

    Play Episode Listen Later Aug 4, 2020 17:26


    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.

    Q2 2020 Investment Themes with Dr. Claus te Wildt

    Play Episode Listen Later Apr 29, 2020 12:59


    Listen to Fidelity's Dr. Claus te Wildt, capital market strategist, as he discusses the current state of the coronavirus and investment landscape.

    Special Edition: Impact of Recent Market Volatility, featuring Dr. Claus te Wildt

    Play Episode Listen Later Mar 13, 2020 11:37


    Listen to Fidelity's Claus te Wildt, capital market strategist, as he discusses recent market volatility and the potential impacts to your client portfolios.

    Special Edition: Q1 2020 Investment Themes with Dr. Claus te Wildt

    Play Episode Listen Later Jan 28, 2020 13:07


    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.

    Special Edition: Q3 2019 Investment Themes with Dr. Claus te Wildt

    Play Episode Listen Later Oct 24, 2019 14:10


    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.

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