CIO Q2 2026 Outlook

Markets are growing increasingly concerned by the prospect of AI-related disruption and adverse effects of geoeconomic fragmentation. Are they right to be? 

Don’t miss our Q2 2026 CIO Outlook webinar where we will dive into these and other key issues shaping markets. Our experts will debate how the global macroeconomic backdrop is likely to evolve and discuss the implications for major asset classes around the world. 

We will also be unveiling some of the key findings from our 2026 Analyst Survey - tune in to hear the bottom-up insights of our extensive team of expert research analysts operating on the ground around the world. 

Date: Wednesday 18 March
Time: 7:30pm - 8:15pm AEDT

Our speakers:

  • Niamh Brodie-Machura - CIO, Equities
  • Marion Le Morhedec - Global Fixed Income CIO
  • Matthew Quaife - Global Head of Multi Asset
  • Max Stainton - Senior Global Macro Strategist
     

Register now

18 March 2026 7:30 PM AEST
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For professional investors

Niamh is Chief Investment Officer (CIO), Equities at Fidelity International. She was previously Managing Director of Equity Research and Co-Head of Equity sustainable Investing at Fidelity Investments (FMR). Prior to joining FMR in 2011, she held various roles as an equity analyst and sector portfolio manager at Pioneer Investments, Merrion Stockbrokers and Tilman Asset Management.

Marion joined Fidelity as the Chief Investment Officer of Fixed Income in September 2025. Prior to Fidelity, Marion spent two decades at AXA Investment Managers in Paris where she held various roles in business development and portfolio management and served as the Global Head of Fixed Income. During this time, she was lead Portfolio Manager of the flagship funds AXA WF Global Aggregate and AXA WF Global Inflation.

Marion joined Fidelity as the Chief Investment Officer of Fixed Income in September 2025. Prior to Fidelity, Marion spent two decades at AXA Investment Managers in Paris where she held various roles in business development and portfolio management and served as the Global Head of Fixed Income. During this time, she was lead Portfolio Manager of the flagship funds AXA WF Global Aggregate and AXA WF Global Inflation.

Matthew Quaife is Global Head of Multi Asset Investment Management and leads the Multi Asset investment team. In this role, he oversees the team-based investment process, working closely with Portfolio Managers to ensure strategies are managed in line with their long-term objectives. Matt plays an active role in facilitating collaboration across investment strategies and mentoring members of the investment team, as well as representing the team in Fidelity’s broader forums on governance and business strategy. Alongside his leadership responsibilities, Matt manages investment strategies with a focus on absolute return and Institutional Total Return, drawing on his extensive experience in asset allocation.