All insights

Five questions and five charts

September 2024

David Tulk, David Wolf, and Ilan Kolet, members of Fidelity's Global Asset Allocation team, update their latest views and portfolio positioning, explain why diverging economic fortunes may mean a deeper cutting cycle in Canada, and assess the impact of immigration on the Canadian economy.
View

Towards the Balanced Fund of the Future

May 2024

We are incorporating a number of alternative investments in our multi asset class funds. The principal goal in allocating to alternatives is to enhance returns, manage risk and/or improve diversification beyond what traditional asset classes offer.
View

Strategies for attracting and supporting women investors: the Fidelity perspective

May 2024

Recent research from Fidelity examines women’s attitudes and behaviours when it comes to managing their finances, their investing strategies, and the unique factors impacting their long-term financial planning. Learn why advisors must develop specific skills and reflexes to provide excellent service to women investors.
View

Countdown to T+1: Preparing for the Canadian Securities Settlement Shift in May 2024

April 2024

Steps for preparing your investment firm for the Canadian securities settlement change, from T+2 to T+1, which takes effect in May 2024.
View

Why Women Are a Major Force in Investment Circles

March 2024

As women continue to grow their economic wealth, the need for financial advisors to invest in growing their relationships with women investors cannot be understated. Read our latest blog to find out ways to attract women investors and to increase engagement with this unique investor segment.

View

Strategizing for 2024’s regulatory changes in the investment industry

January 2024

There are many regulatory changes facing the Canadian investment industry in 2024. This article looks at three changes in the shifting regulatory landscape.

View

11 Questions for 2024

January 2024

David Wolf, David Tulk, and Ilan Kolet tackle 11 questions facing the market this year including direction of bonds, interest rates and Canada’s economic challenges and opportunities.
View

Navigating the challenges of the great generational wealth transfer

December 2023

As the wealthy move into retirement, liquidate their assets, and plan their legacies, new opportunities and challenges open up for wealth managers.
View

Cyber risk management roundup for investors: the Fidelity perspective

December 2023

It’s an uncomfortable truth that you can’t afford to ignore: Cybercriminals may be targeting your firm’s — and your customers’ — wealth. Take action to protect your customers and firm.

View

Q4 GAA: Potential

October 2023

The GAA team explores the surprising resilience of the economy and the key questions facing investors.
View
1 2

Contact us