As Many Advisors Brace for a Market Correction, Fidelity Financial
Advisor Solutions Delivers Insights to Help Them Navigate
The survey found that advisors were increasingly focused on market volatility in the second quarter of 2014 – it took the No. 1 spot in this survey vs. Q1 when it was No. 3, behind managing portfolios and fixed income. Many advisors surveyed cited the challenge of ensuring that their clients continue to benefit from the bull market, while also protecting them against the downside.
“Based on our Q2 survey results, we know that many advisors are thinking about a possible market correction, but at the same time they are looking for ways to find growth and generate income for their clients,” said
“Our investment and research teams see signs pointing to continued growth in equities, for example, in value stocks and certain segments of the economy, including the technology sector and the health care sector,” continued Couto. “We’ve seen many advisors take advantage of sector investing to diversify their clients’ portfolios, manage risk and help generate potential alpha.”
Fidelity offers a range of insights that can help advisors navigate this approach to investing. For access to the insights and resources that Fidelity offers, advisors can visit: advisor.fidelity.com/investmentpulse. They include:
Fidelity Financial Advisor Solutions has been tracking advisor sentiment about investing concerns and opportunities since
About the Fidelity Advisor Investment Pulse
The Advisor Investment Pulse is an ongoing primary research effort that captures the views of more than 1,000 FFAS advisor clients annually. All FFAS advisor clients in the broker-dealer and registered investment advisor communities are asked to participate in the online survey. Respondents are asked an open-ended question: “Thinking about the investing environment and outlook, and the potential impact on your client portfolios, what investment challenge or opportunity would you say is top-of-mind for you right now?”
The survey reports “Top of Mind” themes of most concern to financial advisors in both their practices and in the financial markets. These themes are distilled from individual financial advisor comments. The chart reflects the most current five themes that represent the most widely held views. Given the variability of the number of responses over time, and the ongoing nature of this effort, confidence levels also will be variable.
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: from 23 million people investing their own life savings, to 20,000 businesses needing help managing their employee benefit programs to 10,000 advisors and brokers needing technology solutions to invest their own clients’ money. Privately held and with 41,000 employees around the world, Fidelity is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products.
The content provided herein is general in nature and is for informational purposes only. This information is not individualized and is not intended to serve as the primary or sole basis for your decisions as there may be other factors you should consider.
Stock markets are volatile and can decline significantly in response to adverse issuer, political, regulatory, market or economic developments. In general the bond market is volatile, and fixed-income securities carry interest rate risk. (As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities.) Fixed-income securities also carry inflation, credit and default risks for both issuers and counterparties.
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