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Fidelity Advisor

Investment Pulse Survey*

In Q2 2015, interest rates returned to the No. 1 spot, up from No. 3 in Q1. In anticipation of the next Federal Open Market Committee meeting in September, the survey results revealed that “interest-rate fatigue” might be a thing of the past, with many financial advisors trying to address their clients’ concerns about when rates will rise, and by how much.

Q2 2015 Survey Results

Survey results show ‘interest-rate fatigue’ might be a thing of the past

Chart shows percentage of advisors who cited each category as an area of focus.

Source: Q2 2015 Fidelity Advisor Investment Pulse Survey

About the results

Interest rates took the No. 1 spot during the quarter, up from No. 3 in Q1. The focus on interest rates played a role in putting other topics under the spotlight for advisors, with portfolio management, market volatility, fixed-income, and client guidance – in that order – making up the rest of the top five top-of-mind themes.

Top Five Q2 2015 Topics

  1. Interest Rates
  2. Portfolio Management
  3. Market Volatility
  4. Fixed-Income
  5. Client Guidance

Fidelity insights

Fidelity offers a range of insights that can help advisors navigate through a new era in portfolio management – focusing on both the near- and long-term environments.

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* Survey data from an ongoing, open-ended survey of 200+ advisors per quarter.

Investing involves risk, including risk of loss.

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