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Q3 Asia Investment Outlook: Policy shifts give investors reasons for optimism

July 2024

Stimulus and reforms that are addressing cyclical and structural issues should invigorate Asia’s markets.
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Investment Q3 Outlook: Easy does it

July 2024

Risk looks attractive as economies across the globe remain strong. Some regions are starting to tread separate paths, uncovering idiosyncratic opportunities.
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Webcast: The yield story for the third quarter

June 2024

How is Canada’s fixed income landscape faring in the current market environment? Join Portfolio Managers Sri Tella and Lee Ormiston as they discuss how yield curve trends, policy shifts and market expectations are contributing to their fixed income outlook for the second half of 2024.

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Webcast: CIO perspectives: Mid-year outlook

June 2024

Andrew Marchese, Fidelity’s Chief Investment Officer and Portfolio Manager, discusses the markets, his sentiments regarding today’s changing economic landscape, and factors that may drive investment opportunities in the second half of 2024.
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A Strategic Allocator’s Guide to Productivity and Profits

May 2024

How a new regime with shifting trends and sometimes unexpected motives could influence productivity and fundamentally reshape the investment-decision process.
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The rise of the stay-in-plan model

May 2024

As older participants opt to stay in retirement plans, plan sponsors have options to support their diverse needs.
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Webcast: Portfolio perspectives: Finding unique opportunities in Canadian equities

May 2024

Join Fidelity Portfolio Manager Joe Overdevest as he shares his expert perspectives on Canadian and global markets. In this session, Joe examines upcoming trends that could shape investment opportunities through the second half of 2024 and offers strategic insights into sector allocation and portfolio positioning.
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Webcast: Why Canadian productivity is making inflation hard to beat

April 2024

Join Ilan Kolet, Institutional Portfolio Manager, as he addresses the generation-old question, “Does Canada have a productivity problem?” In this dynamic discussion, Ilan considers the role of Canada’s long housing boom in the fight to combat inflation, and how Canada’s economic resilience fares against its U.S. counterpart.
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Quarterly Outlook: Timing matters

April 2024

Positive momentum is building on the back of encouraging inflation data. We believe the outlook for 2024 has brightened, but we caution that it won’t take much to spill over.
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Asia Quarterly Outlook: Steady as they grow

April 2024

Major Asian economies are carefully steadying their ships as they sail into the second quarter, while domestic imbalances and geopolitical risks persist.
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