Fidelity Predicts Low Large U.S. Returns — so Why Is So Much Client Money Still There?

The Investor Coaching Show with Paul Winkler · Jul 15, 2026 · 28m

Fidelity is forecasting relatively weak returns for large U.S. stocks over the next 10 years. Yet, much of the money it manages remains heavily invested in that same category. In this episode, Paul and Evan examine why the financial industry continues to treat large U.S. stocks as the center of the investing universe and explain how these companies use “professional market forecasts” to encourage market timing, product sales, and portfolios that may leave investors with less than the market has to offer. Later in the episode, Paul shares why confident investors don’t feel the need to predict…