Stay ahead

Our live, interactive webcast series gives you frequent and direct access to insights from Fidelity’s subject-matter experts on trending issues that affect you and your clients.

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Contrarian opportunities in the second half of 2019

Join portfolio manager Hugo Lavallée for an interactive discussion on investing against the grain and where he’s finding contrarian opportunities amid geopolitical uncertainty.

Date: Monday, August 26, 2019
Time: 1:30 p.m.–2:00 p.m. ET

(advisor login required)

Jurrien Timmer on market turmoil (extended)

Join us for a special, extended (45 minutes) interactive webcast with Jurrien Timmer, Director of Global Macro. 

Date: Monday, August 19, 2019

(advisor login required)

Replay coming soon

Investing for income with Adam Kramer and Ford O’Neil

Portfolio managers Adam Kramer and Ford O’Neil discuss where they’re finding opportunities in income-producing asset classes and their outlook for the remainder of the year.

Date: Monday, August 12, 2019

(advisor login required)

Sector watch: What’s next for the Canadian market?

Director of Research and Portfolio manager Joe Overdevest and our expert panel discuss Canadian markets.

Date: Monday, July 29, 2019
(advisor login required)


What’s next for the Fed? Discussing the potential for interest rate cuts.

Jeff Moore, gestionnaire de portefeuille discute des marchés obligataires et de ses perspectives pour le reste de 2019.

Date: Monday, July 22, 2019
(advisor login required)

Title regulation for financial advisors and planners

Andrea Rigobon, Senior Legal Counsel, discusses the latest in regulatory news.

Date: Monday, July 15, 2019

(advisor login required)

How will artificial intelligence reshape the financial industry?

Sarah Hoffman, VP, AI and Machine Learning Research, explores AI-driven trends, emerging solutions and their impact on financial advisors.

Date: Monday, July 8, 2019

(advisor login required)

Five retirement strategies Canadian investors need to know

How does your retirement vision compare to other Canadians? Fidelity retirement expert Michelle Munro leads a live, interactive discussion about the value of developing a sound retirement plan and five retirement planning strategies Canadian investors are using.

Date: Wednesday, June 26, 2019


How prepared are Canadians for retirement?

Fidelity retirement experts Peter Bowen and Michelle Munro lead a live, interactive discussion about potential retirement planning gaps and provide insights on how you can better prepare your clients.

Date: Monday, June 24, 2019

(advisor login required)

Maxime Lemieux – Where is Canada in the economic cycle?

Max Lemieux, portfolio manager of the Fidelity True North® Fund, leads a live, interactive discussion on his outlook and where he’s finding unique investment opportunities.

Date: Monday, June 17, 2019

(advisor login required)


Disruptive investing: Cliché or real driver of return?

Stephen DuFour, portfolio manager of the Fidelity U.S. Focused Stock Fund discusses the tech trends disrupting the world and how to invest in disruption.

Date: Monday, June 10, 2019

(advisor login required)

Can gender diversity generate better returns?

Portfolio manager Nicole Connolly discusses sustainable investing, Canadian investors’ increasing desire to align their investments goals with their values and whether investing in gender diversity pays off.

Date: Monday, June 3, 2019

(advisor login required)

Dan Dupont - Focusing on the fundamentals

Portfolio manager Dan Dupont discusses the importance of focusing on the fundamentals to find value for investors.

Date: Monday, May 27, 2019
(advisor login required)

ETF portfolio construction

Join Fidelity ETF experts for Part 3 of a three-part series focused on

  • How to choose the right ETF for your client?
  • How can ETFs be incorporated into your clients’ portfolios?
  • Can ETFs and mutual funds be combined?

Date: Thursday, May 23, 2019

(advisor login required)

ETFs demystified

Watch Fidelity ETF experts in Part 2 of a three-part series focused on

  • Similarities and differences between ETFs and mutual funds
  • Is cheaper always better?
  • Does volume equal liquidity?

Date: Thursday, May 16, 2019

(advisor login required)


David Tulk: US-China trade war? Global asset allocation perspectives

Portfolio manager David Tulk shares his Q2 update on the market and provides an outlook for the remainder of 2019.

Date: Monday, May 13, 2019

(advisor login required)


ETF fundamentals

Watch Fidelity ETF experts for Part 1 of a three-part series focused on

  • What are ETFs and how do they work?
  • The rise of ETFs: latest industry trends
  • What are the different types of ETFs?

Date: Thursday, May 9, 2019

(advisor login required)


A conversation with Joel Tillinghast, Naveed Rahman and Salim Hart

Portfolio manager Joel Tillinghast and team share their thoughts on the market and where they are uncovering opportunities.

Date: Monday, May 6, 2019

(advisor login required)

François Pellerin – Building a cutting-edge fixed-income portfolio

Multi-asset strategist, François Pellerin discusses current dynamics in the U.S. and their potential impact on Canadian fixed-income, how Fidelity positions its portfolios and how a liability-driven investment (LDI) strategy may become relevant to retail investors.

Date: Monday, April 29, 2019

(advisor  login required)


Dan Kelley – What sets founder-led companies apart?

Portfolio manager Dan Kelley discusses the outlook for founder-led companies.

Date: Monday, April 22, 2019

(advisor login required)


Darren Lekkerkerker – Perspectives on North American equities

Portfolio manager Darren Lekkerkerker provides a market update on both sides of the 49th parallel.

Date: Monday, April 15, 2019

(advisor login required)


Mark Schmehl – Investing in innovation

Portfolio manager Mark Schmehl discusses investing in innovation in 2019.

Date: Monday, April 8, 2019

(advisor login required)


The macro view – Global markets outlook for Q2 2019

Jurrien Timmer, Director of Global Macro at Fidelity Investments, breaks through the noise and answers your questions about the outlook for global markets in Q2 2019.

Date: Monday, April 1, 2019

(advisor login required)



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