Webinars & teleconferences

For professional investors

Catherine Yeung Jenn-Hui Tan Fidelity live | Asia in a post pandemic world

27 May 2020 12:00 PM AEST | Catherine Yeung, Jenn-Hui Tan

Join us to hear from our experts live from Hong Kong as they join us to discuss Asia in a post-pandemic world.  Catherine Yeung, Investment Director covering China and Jenn Hui Tan, Head of Global Head of Stewardship & Sustainable Investing will share their insights from on-the-ground in Asia covering the post-pandemic consumption story, capital market implications for foreign investors, ESG and will geopolitics cause more volatility for markets?

For professional investors

Amit Lodha Fidelity live with Amit Lodha

20 May 2020 | Amit Lodha

Until now investors and spectators alike have been focussed on stage one of the COVID-crisis: the escalation of the pandemic and the government response to keep the global economy afloat. But what happens in stage two, and what should investors be paying attention to when looking for signals for a recovery?

For professional investors

Analysts Fidelity live | Australian analyst panel

13 May 2020 | Analysts

Fidelity Live - Insights and outlook for Tech, Banks and Healthcare from our sector experts.

Our Director of Equities, Viral Patel, hosts a panel of three of Fidelity’s most experienced Australian analysts covering the technology, banks and healthcare sectors. 

For all investors

Anthony Doyle Is now the time to act?

30 April 2020 | Anthony Doyle

How big a hit the Australian and global economy has taken?

We live in historic times. The devastating COVID-19 virus has had an unprecedented impact on markets around the globe with the flow-on effect to the global and local economy already well underway. Monetary and fiscal authorities are rapidly stimulating their economies, which will have far-reaching implications for investors’ portfolios and beyond. Oil has collapsed, while investors nervously await incoming economic data to see how big a hit the Australian and global economy has taken.

For professional investors

Kate Howitt Fidelity LIVE with Kate Howitt

29 April 2020 | Kate Howitt

What does the corona-economy mean for dividends?

Australia has always been considered the lucky country, and it appears our luck has not yet run out. Public health measures in Australia have begun to flatten the curve and physically disrupt the spread of the virus. But as we now start to settle into the corona-economy, will Australia follow the worldwide trend of firms being called on to cut dividends and cease capital raisings?

For professional investors

Alex Duffy Fidelity LIVE with Alex Duffy

23 April 2020 | Alex Duffy

How are Emerging Markets faring?   

In Q1 2020, emerging market equities recorded its worst quarter since the GFC.  Portfolio Manager for the Fidelity Global Emerging Markets Funds, Alex Duffy, discusses why he thinks this market sell off is different to the GFC, and how different regions and sectors are faring across the region. How are emerging markets responding to the virus, the oil crises and exposure to the US dollar, and what are the challenges or opportunities compared to the developed world?

For professional investors

Anthony Srom Fidelity LIVE with Anthony Srom

22 April 2020 | Anthony Srom

How is Asia faring?   

Portfolio Manager for the Fidelity Asia Fund, Anthony Srom updates clients on his views from Asia.  Does he remain cautious on the outlook for Asian company earnings and has this been factored into prices yet? How is China really faring - first in, first out and with supply increasing, is anyone buying?

For professional investors

Paul Taylor Fidelity LIVE with Paul Taylor

15 April 2020 | Paul Taylor

The second derivative is now changing in most parts for the world - what does that mean for markets?

In Paul’s first teleconference in March, he was watching for the second derivative change in new cases of COVID-19, as it often represents the point of maximum pain and destruction, where thereafter we see the light at the end of the tunnel.  With a deceleration of new infections in Australia as well as most of Europe, parts of the US and the majority of Asia, the second derivative is changing.

For professional investors

Kate Howitt Fidelity LIVE with Kate Howitt

08 April 2020 | Kate Howitt

The fiscal response to a deep freeze - is it enough and what will this mean for investors over the longer term?

Globally we are seeing some signs of slowdown of the spread of the pandemic giving hope that while in lockdown, the pandemic has peaked in some of the key epicentres. But with over 3 billion people worldwide in lockdown, how long can governments enforce social freezing, will the fiscal stimulus be enough and where will we see permanent damage?

For all investors

Anthony Doyle Lowe by name, low by nature

26 March 2020 | Anthony Doyle

Australia is in uncharted territory. With the Reserve Bank of Australia officially turning to unconventional monetary policy, what should investors expect and how should they be investing in a world with record low interest rates?

For professional investors

Amit Lodha Going boldly where no one has gone before

26 March 2020 | Amit Lodha

With the real economy slowing to a crawl to protect human life, record high levels of debt and a recession looming, it isn’t any wonder that we’ve seen massive instability in global markets. Everyone is seeking to draw a parallel to this period. Whether it be - the Global Financial Crises, the Spanish flu epidemic of 1918 or the onset of the Great Depression… But as Howard Marks eloquently put it - “Nobody knows”. Investing today is quite simply like going where no one has gone before.

For professional investors

Anthony Srom Will Asia lead the recovery?

18 March 2020 | Anthony Srom

In the last two decades, Asia has become a powerhouse of global growth. Demographics and digitalisation have fuelled an economic boom expected to continue for decades to come. However, this complex and dynamic collection of markets also brings the challenges and opportunities of volatility.

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