November 2023
On November 9, Fidelity Portfolio Managers Connor Gordon and Chris Maludzinski discussed the kinds of opportunities that they are unearthing in small-cap companies across the globe.
Asset returns in general over the next 20 years are expected to be lower than long-term averages, with stocks likely to outperform bonds and emerging markets likely to boast the highest returns.
October 2023
Markets have proven resilient to the prospect of recession. That they will continue to do so is far from certain.
Portfolio Manager Joe Overdevest shared his outlook on Canadian and global markets and the sectors he is most excited about.
Jurrien Timmer, Fidelity’s Director of Global Macro offers insights to better understand what’s moving the markets around the world and how to be better prepared for what may be next.
The GAA team explores the surprising resilience of the economy and the key questions facing investors.
September 2023
Shifting expectations on the direction of the Fed’s monetary policy amid rising concerns about growth and inflation.
Andrew Marchese, Fidelity CIO and Portfolio Manager, discusses the latest on various Canadian sectors, such as financials and energy, and how to uncover opportunities in today’s changing economic landscape.
How a new regime with shifting trends and sometimes unexpected motives could influence productivity and fundamentally reshape the investment-decision process.
Hear from Jeff Moore, Fidelity’s top-ranked tactical fixed income portfolio manager, as he analyzes the potential market implications of the Fed decision and shares his expert perspective on the fixed income environment.