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Offering niche alpha and diversification
Convertible arbitrage can offer asset allocators the opportunity to diversify traditional and alternative exposures, tap into idiosyncratic sources of alpha, and potentially take advantage of market volatility.
Mitch Livstone, PhD, CFA
Chief Investment Officer, Arbitrage and Hedging Solutions
January 31, 2026
Webcast – Charting the course: CIO outlook for 2026
Andrew Marchese, Fidelity Chief Investment Officer and Portfolio Manager, analyzes the macro outlook and market dynamics that may shape the investment environment in 2026. Join Andrew as he discusses his key considerations for portfolio strategy and risk assessment in a shifting landscape.
Andrew Marchese
Chief Investment Officer, Fidelity Investments Canada ULC
January 14, 2026
Five Questions into 2026
The GAA team answers your biggest questions and shares top insights for 2026.
David Wolf
Portfolio Manager
January 13, 2026
Outlook 2026: Five forces that could shape markets
Fidelity’s Asset Allocation Research Team outlines key investment risks and opportunities for the year ahead.
Dirk Hofschire
Senior Vice-President, Asset Allocation Research
December 01, 2025
A comprehensive global approach for the next 20 years
We believe that asset returns over the next 20 years will be lower than their long-term averages, with stocks outperforming bonds and emerging markets generating the highest returns.
Dirk Hofschire
Senior Vice-President, Asset Allocation Research
December 01, 2025
Outlook 2026: The Age of Alpha
Inflation re-emerging. Growth under pressure. Concerns about an AI bubble. Fidelity International’s annual Outlook guides you through all these themes and more, helping you build resilient portfolios for an uncertain world.
Fidelity International
November 30, 2025
Fidelity Investments Canada 2024 Sustainable Investing Report
The Fidelity Investments Canada (FIC) Sustainable Investing Report outlines FIC’s approach to environmental, social, and governance (ESG) investing or “sustainable investing”, and how this approach supports our commitment to providing an exceptional client experience. It also covers areas that are often top of mind for many clients including how we engage with companies, engagement statistics, as well as a summary of our proxy voting results for the reported calendar year.
Fidelity Investments Canada
November 17, 2025
European real estate: A new cycle in focus
A line appeared to be drawn under tariff uncertainty at the end of July, with the U.S.-E.U. trade deal being struck – just as the European real estate market entered its traditional summer lull. As real estate investors returned to their desks in September, many were pondering the question: where do we go from here?
Fidelity International
November 01, 2025
The missing ingredient within a strategic credit allocation
Structural bifurcation offers attractive opportunities in the traditional middle market; secular conditions support credit allocations and exposure across the high-yield spectrum.
Fidelity Investments
October 31, 2025
Webcast – Fixed income in focus: Navigating rate cycles and credit opportunities in Canada
Sri Tella and Lee Ormiston share insights on credit markets, liquidity trends and duration strategies in today’s Canadian environment.
Lee Ormiston
Portfolio manager
October 23, 2025
Escaping the crowds
The GAA team reviews how market dynamics are influencing portfolio positioning and why they believe Canada may be reaching an infleciton point.
Jon Knowles
Institutional portfolio manager
October 01, 2025
Unsustainable debt: Strategic asset allocation for a new era
With no simple solutions to stabilizing debt and policymakers facing complex financial-market challenges, investors may need to reconsider their approach to diversification across asset classes, geographies, and strategies.
Fidelity Investments
September 30, 2025
Webcast – Canadian economic outlook: Signs of a new regime
Ilan Kolet explores the impacts of changing U.S. investment sentiment on the global investment regime, and what declining consumer confidence and rising unemployment might mean for Canada’s economy.
Ilan Kolet
Institutional Portfolio Manager
September 17, 2025
Europe comes out ‘Top Trumps’ in global real estate battle
As global markets adjust to the economic aftershocks of Liberation Day and shifting tariff regimes, European real estate is emerging as a relative outperformer. In contrast to the US, where oversupply and elevated vacancy rates are weighing on performance, Europe’s property sector is benefiting from a more balanced supply-demand dynamic, underpinned by low vacancy rates and constrained new development. Here, we examine why the region is well-positioned to deliver income growth - even in a subdued macroeconomic environment.
Fidelity International
July 31, 2025
Mid-year outlook 2025: A global rewiring
Accepted wisdom is being questioned in ways not seen for a generation.
Fidelity International
July 16, 2025
On our way home
After more than a decade, the GAA team is making a shift back into Canadian assets. They see the push away from the U.S. as more likely a durable shift rather than a transitory phenomenon, potentially ushering in a new global investment regime.
David Wolf
Portfolio Manager
June 27, 2025
Manage-to-green: Sustainable opportunities in European logistics
Opting to renovate existing real estate logistics assets can help accelerate the decarbonization pathway of a real estate portfolio while improving risk-adjusted returns potential. Through our manage-to-green approach, we highlight how Fidelity International’s pan-European climate impact logistics strategy is tapping into this compelling opportunity.
Adrian Benedict
Head of Real Estate Solutions
June 09, 2025
Webcast – CIO perspectives: Mid-year outlook
Andrew Marchese, Portfolio Manager and Fidelity’s Chief Investment Officer, shares his sentiments regarding today’s changing economic landscape and factors that may drive investment opportunities in the second half of 2025.
Andrew Marchese
Chief Investment Officer, Fidelity Investments Canada ULC
June 04, 2025
Purpose-driven investing for DB pension plans
A new investment framework to balance risk and growth.
Fidelity International
May 30, 2025
Home country bias: How much Canada should Canadian investors own?
Where Canadian investors were once restricted, they’ve been spurred on to draw down their exposure to Canadian assets, in part due to strong U.S. investment performance, a volatile interest rate environment and acute macroeconomic headwinds faced by the Canadian economy.
Jon Knowles
Institutional portfolio manager
April 01, 2025
Integrating private equity with traditional portfolios: Manager dispersion favors a diversified approach
Fidelity’s multi-manager approach to private equity, supported by research, offers access to a broader investment universe and significant potential to add value through manager selection.
Fidelity Investments
March 13, 2025
Direct lending: Does borrower size matter?
A closer look at risk and returns. The rest of the story...
Audie Apple
Direct Lending, Institutional Portfolio Manager
February 24, 2025
Opportunistic credit investing
Opportunistic credit, like other alternative investments, offers the chance to pursue potentially higher long-term returns and greater diversification than may be available through traditional investment products.
Fidelity Investments
August 09, 2024
A Strategic Allocator’s Guide to Productivity and Profits
How a new regime with shifting trends and sometimes unexpected motives could influence productivity and fundamentally reshape the investment-decision process.
Fidelity Investments
May 31, 2024
Capital Market Assumptions: A Comprehensive Global Approach for the Next 20 Years
Asset returns in general over the next 20 years are expected to be lower than long-term averages, with stocks likely to outperform bonds and emerging markets likely to boast the highest returns.
Fidelity Investments
November 30, 2023
Target date strategies: how they work
Whether retirement is just around the corner or still down the road, we can help you achieve a successful retirement outcome. Learn more about how target date strategies work.
June 01, 2019