Bond Investing in Today’s Environment 2022 | Fidelity Investments | 1 November 2022 | TBA
Venue
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| Event Date |
Wed Nov 2 UTC (about 2 years ago)
In your timezone (EST): Tue Nov 1 8:00pm - Tue Nov 1 8:00pm |
| Location | TBA |
| Region | All |
Details
When considering asset allocation, it may make sense to consider some exposure to bonds in your portfolio, no matter the interest-rate or inflation environment. Whether you enjoy building a portfolio of individual bonds yourself or you prefer to have someone else construct and manage your bond portfolio, there can be benefits and risks to consider. Join our fixed-income professionals as we explore both approaches to help you determine what might make the most sense for you and your financial goals.
During this hour-long session, we will discuss:
• How to leverage Fidelity’s extensive bond inventory, tools and resources to manage your own portfolio
• Fidelity’s approach to professionally managed Fixed-Income Separately Managed Accounts (SMAs)
Speakers
Fabian Weinstein-Jones
CFA, Portfolio Manager, Fidelity Investments
James P. McCloskey
FI Regional Brokerage Consultant, Fidelity Investments
Peter Stringfellow
National Brokerage Coach, Fidelity Investments
Christine Thorpe
Institutional Portfolio Manager, Fidelity Investments