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Webcast: Tactical fixed income allocation strategies

September 2022

With rising rates and volatile markets, ensuring fixed income portfolios generate sufficient returns while managing risk effectively is a priority for many institutional investors. Don’t miss this chance to hear from Fidelity’s top-ranked tactical fixed income portfolio manager, Jeff Moore, for a lively discussion as he shares his expert perspective on the fixed income environment.
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Timmer Report: Are the markets declaring victory too soon?

September 2022

Jurrien Timmer, Director of Global Macro, examines market expectations for additional Federal Reserve rate hikes and how these expectations may have big implications for the markets’ future direction.
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Webcast: Quarterly global asset allocation outlook

August 2022

On August 10, Fidelity Portfolio Managers David Wolf and David Tulk shared their asset allocation outlook for the third quarter of 2022 and what lies ahead.
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China’s property downturn may have found a floor

August 2022

The government’s will to reform a wayward real estate industry is balanced against the more urgent task of reviving a slowing economy, but Fidelity International thinks upstream ancillary sectors - and underlying demand fundamentals - could still offer growth opportunities for the near and long term.
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Q3 Investment Outlook: The Great Reset

August 2022

Surging inflation, hawkish central banks and the war in Ukraine have dominated global markets through the first half of 2022. In response, central banks have sought to strike a balance between reducing inflation by tightening financial conditions and mitigating the impact on economic growth. This quarter could prove a turning point in that approach.
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Webcast: What’s moving the markets and what lies ahead

July 2022

For Fidelity Canada Institutional’s quarterly discussion on global macro events, 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.
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Webcast: Fidelity CIO perspectives: Navigating volatility in Canadian equities

July 2022

Andrew Marchese, Fidelity CIO and Portfolio Manager, discusses the latest on various Canadian sectors, such as financials and energy, and how to invest safely in today’s turbulent economic landscape.
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David Wolf, David Tulk and Ilan Kolet: Modelling Behaviour

July 2022

While macro-economic models are widely used across the investment industry, the ability to understand what may be wrong with them and position investments accordingly may help outperform the markets. In their latest paper, the GAA team discusses how they are taking advantage of model-driven consensus to enhance return in a risk-controlled way for Canadian fundholders.
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Cybersecurity: A growing risk

June 2022

Russia’s invasion of Ukraine has raised the threat of Russian cyberattacks on businesses, and underscores the critical importance of cybersecurity to all industries.
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The Correction: Just Valuations, or Earnings Too?

June 2022

Jurrien Timmer, Director of Global Macro, explores valuations, earnings estimates and inflation expectations to understand the latest market correction.
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