Thinking Outside the Portfolio

By Fidelity InstitutionalBusiness Investing

Thinking Outside the Portfolio episodes

November 01, 2023 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.
21 min
August 17, 2023 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.
18 min
April 27, 2023 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.
21 min
February 06, 2023 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.
21 min
November 01, 2022 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.
20 min
July 25, 2022 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.
19 min
April 18, 2022 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.
18 min
February 15, 2022 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.
16 min
December 03, 2021 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.
21 min
July 13, 2021 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.
18 min

About Thinking Outside the Portfolio

From the publisher's feed

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.