FDMO News and Press, Fidelity Momentum Factor From 06/28/23

2023-06-28 04:52:00 ET Summary Higher for longer interest rates support allocations to high quality fixed income. Equity markets are priced for an optimistic outcome; investors may want to consider steering towards a defensive stance. Trends such as demographics and artificial...

2023-06-23 23:35:00 ET Summary The performance of tech and other growth-related stocks has indeed been impressive this year. he Russell 1000 Growth index, as of the June 22 close, was up around 26.4 percent since January 1, while its counterpart the Russell 1000 Value index was up...

2023-06-20 08:29:38 ET Fidelity Momentum Factor ETF ( NYSEARCA: FDMO ) - $0.1170 . Payable Jun 22; for shareholders of record Jun 20; ex-div Jun 16. For further details see: Fidelity Momentum Factor ETF declares quarterly distribution of $0.1170

2023-06-14 21:30:00 ET Summary This year is showing there is a wide dispersion of returns across the standard index providers’ definitions of growth and value. Microsoft was the second-largest holding in the S&P 500 Growth Index and the top holding in the S&P 500 Va...

2023-05-16 03:30:00 ET Summary Historically low interest rates in recent years made it difficult for investors who seek yield from their investment portfolios. Rising rates in today's fixed income markets have led to more attractive bond prices and higher yields, alleviating some ...

2023-05-15 02:00:00 ET Summary As the economy begins to accelerate, value companies begin to outperform. The market continued to favor many of the more value-oriented or economically sensitive sectors of the market. The financial sector fell to the bottom of returns as balance...

2023-04-23 06:48:00 ET Summary The sources of the immense water pressure causing cracks in our economy are high inflation, leading to high-interest rates and too much debt. Our long-term view on elevated inflation is based on structural supply and demand imbalances, most notably i...

2023-03-27 08:00:00 ET Summary I don’t think there is a financial reason to withdraw your funds from a small bank, especially if your deposits are below the FDIC limit. The fall in interest rates due to economic growth concerns has seen investors shift back to the assets th...

2023-03-07 16:18:00 ET Summary When the market first bottomed in the spring of 2020, the initial rally was driven by technology and growth companies. While a slower economy and a less hostile rate environment favor growth, the value differential still tilts toward value. For i...

Summary Classic inflation hedges still play vital roles in inflation-protection strategies. Investing in future-resources equities requires balancing forward-looking optimism with pragmatism. Style-balanced construction would require more trading and rebalancing than a simple cap-we...