Please select either an existing e-mail address from the drop-down or enter a new e-mail address.
Please select an existing e-mail address from the drop-down or enter a new e-mail address.
Please enter a new e-mail address.
There was an error updating your Favorites E-mail Address. Please contact a Fidelity Representative.
Please enter a valid e-mail address.
The e-mail address chosen matches an address already in use. Please select another.
The e-mail address you have selected or entered is already set as your notifications e-mail.
Select an existing address:    
or
Enter a new e-mail address:   
 

Would you like to receive notifications?

 

Fidelity Advisor

Investment Pulse Survey*

In Q4 2014, advisors are most concerned about the prospect of rising rates. In addition to interest rates being top of mind, the survey revealed advisors' continued focus on market volatility and portfolio management.

Q4 2014 Survey Results

“The prospect of rising interest rates has been a big area of focus for well over a year. Even in an uncertain interest rate environment, there are some immediate actions advisors may take to help their clients generate income, particularly those clients in retirement,” said Scott E. Couto, President, Fidelity Financial Advisor Solutions.

Q3 2014 Fidelity Advisor Investment Pulse Results

About the results

Interest rates took the No. 1 spot during the last quarter – up from No. 3 in Q3 2014. In addition to interest rates being top of mind, the Q4 survey revealed advisors' continued focus on market volatility, which took the No. 2 spot. According to the survey results, many advisors were anticipating a rise in interest rates. At the same time, they were focused on how to generate a steady income stream for clients in the current low interest rate environment.

Top Five Q4 2014 Topics

  1. Interest Rates
  2. Market Volatility/Downside Risk/Avoid Meltdown
  3. Portfolio Management/Investment Allocation
  4. Bonds/Fixed-Income
  5. Equity Market Level/Valuation, Direction

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 environment.

  • {{ item.displayName }}

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

Investing involves risk, including risk of loss.

Third-party trademarks and service marks are the property of their respective owners. All other trademarks and service marks are the property of FMR LLC or an affiliated company.

  • 688529.4.0
  • RD_13569_42370
 
 

There was an issue with your input

 
 
 

Please confirm