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Fidelity’s Denise Chisholm Shows How Historical Data Can Help Explain Today’s Market

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Historical data can help financial advisors and their clients better understand today’s equity markets, especially at a time of economic uncertainty. Analyzing that data, however, requires advisors to be able to separate signal from noise.

As part of the “Meet the Luminaries” video series, Denise Chisholm, Director of Quantitative Market Strategy at Fidelity Investments, speaks with moderator Roger Wohlner in November, 2022 about her recognition as a member of the Luminary Class of 2022 – she won in the category of Thought Leadership – as well as how she’s developed unique ways of interpreting and using historical data. The two also discuss:

  • How advisors may want to consider testing their data empirically since equity markets can be counterintuitive;
  • Why high probabilities using the best data are sometimes wrong;
  • How properly analyzing historical data may create better investment strategies for advisors and clients.

Click play to watch the video.

Fidelity Distributors Company LLC, 500 Salem Street, Smithfield, RI 02917 eReview # 1063495.2.0


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