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Navigating the fixed income market in 2021 - Jeff Moore
Portfolio manager Jeff Moore examines the importance of diversifying in fixed income in 2021 and tackles the discussion on finding yield in this low-rate environment. Jeff notes that the main role of a bond portfolio is to offer diversification and potential for downside protection. In the new Fidelity Multi-Asset Innovation Fund that Jeff manages alongside Mark Schmehl, the balanced nature of the Fund causes the beta to tech exposure to drop about 50%. Jeff is trying to find bonds that yield 3–4% in multi-asset classes in the bond market. Jeff will not buy convertible debt for the Fund; he only buys bonds, and leaves stock volatility to the equity portion of the Fund.
Recorded February 17, 2021.
Sustainable investing in 2021 - Nicole Connolly
Portfolio manager Nicole Connolly discusses the key trends and outlook for ESG investing in 2021, as well as an update to how she is currently positioning Fidelity Women’s Leadership Fund. Nicole believes that COVID-19 has brought more attention to how companies are treating their employees, and customers. Nicole, who is also head of ESG investing at Fidelity, shares some success stories of gender-diverse companies with host Emily Anonuevo, and explains how she leverages Fidelity’s deep fundamental and quantitative research expertise.
Recorded on February 11, 2021.
Lunar New Year: Direct from Hong Kong - Catherine Yeung
Catherine Yeung, Investment Director at Fidelity International joins us from Hong Kong, for a special episode to celebrate the Year of the Ox in the lunar calendar, and to share her market update and outlook for Asia-Pacific. In speaking with Glen Davidson, host and VP Regional Sales for Ontario, Catherine looks at how this year’s lunar new year celebration is different from years past, and comments on China’s strong reopening after 2020’s coronavirus lockdowns. Catherine also explores the rise of the middle class and the rise of the domestic investor in China, as well as electric vehicles and semiconductors.
Recorded on February 17, 2021.
Jurrien Timmer’s global macro view - February 16, 2021
Jurrien Timmer, Director of Global Macro, notes that the number of hospital beds in the U.S. occupied by COVID-19 patients has fallen from around 20% to less than 11% in less than a month, and one in eight people are now vaccinated, marking a dramatic improvement. Jurrien notes that small caps have been on fire for several months. Value is still lagging behind growth, but both are moving in the same direction. Emerging markets are outperforming the S&P 500 Index by 12% on a year-over-year basis, and earnings are recovering faster in emerging markets than in any other region in the world. Jurrien calls it an “all systems go” type of market that we are currently seeing. Follow along with Jurrien’s charts @TimmerFidelity on Twitter.
Recorded on February 16, 2021.
Investir dans les actions canadiennes : Hugo Lavallée et Maxime Lemieux
Les gestionnaires de portefeuille Hugo Lavallée et Maxime Lemieux discutent des actions canadiennes en 2021. M. Lemieux gère le Fond Fidelity Frontière Nord et M. Lavallée gère les Fonds Potentiel Canada et Canada Plus. Les deux gestionnaires partagent leurs perspectives avec l’animateur Charles Danis concernant les investissements dans les actions canadiennes, et expliquent comment ils continuent a diversifié leur portefeuille pour l’avenir. Ils partagent également leurs réflexions sur la crypto-monnaie, les placements ESG et l’inflation.
Date : 10 février 2021
The Silk Road: Asia-Pacific equity opportunities - Eileen Dibb
Portfolio manager Eileen Dibb examines investment opportunities in Asia-Pacific equities, as well as the impact of trade relations and economic recoveries throughout the region. Eileen notes that China has made a big push in response to climate change over the last decade. Steel production was a major polluter, and the country has focused heavily on improving air quality. China is a big investor in and producer of solar energy and is also focused on improving wind power resources. Eileen’s focus in this area is on hydrogen, and where it fits into renewable energy, as a longer-term play. China and India have populations of billions, so investing in Asia has the potential to benefit from product proliferation: introducing an item to a population this vast can create a huge opportunity.
Recorded on February 11, 2021.