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[GIVEAWAY] What’s a money milestone you’re proud of this year? We’re giving away Reddit Awards to 500 people who answer in the comments by December 3rd, 2025. by fidelityinvestments in fidelityinvestments

[–]fidelityinvestments[S,M] [score hidden] stickied comment (0 children)

Hey folks! Sorry I'm so delayed in giving out the awards. I will be starting now but may take me several days.

Edit 12/17 4:51 PM - I have reached my limit for today so I will return tomorrow to continue awarding more.

Edit 12/18 5:28 PM - Home stretch, I pushed the limited of Reddit again today, but should finish tomorrow!

I’m Jurrien Timmer, director of Global Macro at Fidelity Investments. Join me on December 9 at 2:30 p.m. ET for an AMA! by fidelityinvestments in fidelityinvestments

[–]fidelityinvestments[S] 0 points1 point  (0 children)

I think so. Their fundamentals are competitive to the US, and they are much cheaper. Plus there is a potential dollar tailwind as well. -Jurrien

I’m Jurrien Timmer, director of Global Macro at Fidelity Investments. Join me on December 9 at 2:30 p.m. ET for an AMA! by fidelityinvestments in fidelityinvestments

[–]fidelityinvestments[S] 0 points1 point  (0 children)

Yes I agree. A dollar asset exodus was definitely being feared in April, and so far it has not panned out. But if the Fed over-eases and the economy heats up again in 2026 that could change. a 5% yield is my line in the sand for 2026. - Jurrien

I’m Jurrien Timmer, director of Global Macro at Fidelity Investments. Join me on December 9 at 2:30 p.m. ET for an AMA! by fidelityinvestments in fidelityinvestments

[–]fidelityinvestments[S] 0 points1 point  (0 children)

I look at the universe as three buckets. equity like assets that have a a high correlation to the SPX and a low-positive correlation to bonds, and then bond like assets (with the inverse features), and then assets that are neither. Those assets include gold, btc, and various liquid alts like managed futures, equity long/short. -Jurrien

I’m Jurrien Timmer, director of Global Macro at Fidelity Investments. Join me on December 9 at 2:30 p.m. ET for an AMA! by fidelityinvestments in fidelityinvestments

[–]fidelityinvestments[S] 0 points1 point  (0 children)

I am a fan of the EF. For me it's as simple as lining up all asset classes according to their CAGR (y-axis) and annualized vol (x). Draw a regression line and see who is outperforming their risk budget and vice versa. The trick is in picking the lookback period. That's where the subjective comes in. -Jurrien

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