Webinars & teleconferences

In this Fidelity live, Gary Monaghan, Investment Director for the Fidelity Asia Fund delves into a few of our significant holdings and explore some of the most hyped Asian names including Tencent, Alibaba and JD.com.

COVID working group | Part 2

As Europe teeters on the brink of a second lockdown, restrictions are finally easing for others. But wherever you are, the future remains uncertain. Just when will this thing go away? And when it finally does, what then?

On the 6th of October, we saw the first Federal Budget handed down during a recession in almost 30 years. For many, this will be unchartered territory. So as ‘The Great Lockdown’ rolls on, will the Government be able to deliver a recession-busting budget? And what will it mean for investors, particularly those searching for yield?

On the 6th of October, we saw the first Federal Budget handed down during a recession in almost 30 years. For many, this will be unchartered territory. So as ‘The Great Lockdown’ rolls on, will the Government be able to deliver a recession-busting budget? And what will it mean for investors, particularly those searching for yield?

Investing for income = miners?

Kate Howitt, Portfolio Manager for the Fidelity Australian Opportunities Fund and Oscar Hutchinson, Mining Analyst debate the outlook for banks and miners, with a particular focus on yield.  What are the key industry drivers to watch and which stock-specific factors do we need to pay attention to?

Reporting Season 2020

As reporting season comes to a close, you would be hard-pressed to find a sector that hasn't been impacted by COVID-19. From travel to IT, the knock-on effects have been felt far and wide - with clear winners and losers in the lock-down economy for the last 6 months. Veteran Portfolio Manager, Paul Taylor shares his observations of the 2020 reporting season and the implications of the second-wave of COVID cases in this episode of Fidelity live.

In the latest Fidelity CIO discussion, Andrew McCaffery and Romain Boscher consider how despite continuing sensitivity to changes in sentiment, markets are showing signs of optimism. This is due to earnings generally beating estimates and earnings per share bottoming out in the US and Europe. Greater focus on resilience, particularly in China, and on sustainability is benefiting domestic economies and altering supply chains. However, narrow market leadership, inflated valuations and negotiations around fiscal limits remain potential risks.

Portfolio Manager Alex Duffy explains what makes the Fidelity Global Emerging Markets Fund unique amongst peers, as well as how the fund is positioned going forward to benefit from the current market environment.

The rate of the information we acquire about the impact of COVID-19 to health, markets and societies increases exponentially every day. Each day our knowledge evolves, so how are our investors keeping abreast and making sense of the information to make long-term decisions?

Fidelity live is back from hiatus and in this episode we introduce you to Fidelity’s COVID Working Group - a task force formed at the beginning of the pandemic, specifically to understand the changing environment and keep our investment teams ahead of the curve. 

Our Global CIOs Andrew McCaffery, Global CIO for Asset Management and Steve Ellis, Global CIO, for Fixed Income share their views on COVID recovery, how resilient the recovery will be and the flow-on effects for markets.

The global economy has seen the largest bounce back from a bear market in history. So why is it then that the broader economy isn’t tracking the ASX? Is there something the market knows that the economy doesn’t? And if so, what are the implications for investors?