Webinars & teleconferences

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.

American economist Ben Graham famously said "in the short run, the market is a voting machine but in the long run, it is a weighing machine" The message is simple, short term the market moves on sentiment or herd mentality, whereas long term fundamentals and valuations drive share price, something which investors have become all too used to during the COVID-economy. But when will markets switch back from voting machines to weighing machines?

Australia in a post-pandemic world - are we there yet?   
With more data and information about Covid-19 available and economies reopening around the world, we are now moving through to the next phase of the market impact. Markets in the US and Australian have seen solid gains - is this justified or overly optimistic?

The playbook hasn't just been rewritten, it's been thrown out. COVID has completely transformed the way we look at the world, the way we do business and even interact with those closest to us. So what does the future hold? Do we expect a bull or bear case - and does the base case really matter anymore? What if the past is no longer a guide to the future?

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 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?

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?