What’s next? The economy and your portfolio 2021

Join us for a look at what the markets may bring in the coming year and how that might affect your investing plan.

Thursday, January 28, 2021 — see event details below

Date: Thursday, January 28, 2021 Duration: Three 60-minute sessions Time: Noon - 3:00 p.m. ET

2020 brought uncertainty — should we expect more of the same in 2021? For this event, we will look at the markets, your portfolio and what you need to think about when managing your investments.


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Time Session Registration
Noon – 1:00 p.m. ET Session 1 | Economic recovery and global uncertainty. What’s ahead?
Coronavirus under control? The economy back on track? Have the markets recovered? At this session Fidelity’s Jake Weinstein will look at the past year, where we have been and what we might see in the year ahead.
1:00 p.m. – 2:00 p.m. ET Session 2 | Insights from Fidelity’s portfolio management team
How are you managing your money? Any gaps or concerns? Join Naveen Malwal, Fidelity Institutional Portfolio Manager, who will talk about some of the challenges of managing money, the process Strategic Advisers will use to manage money at Fidelity and what investors need to think about for 2021.
2:00 p.m. – 3:00 p.m. ET Session 3 | Year-end portfolio review
Where are you? Where do you want to be and how do you get there? In this session Heather Knight will review the current environment and discuss changes you might consider within your portfolio for 2021. 

Presenters

Heather Knight

Heather Knight

Regional Brokerage Consultant
Fidelity Investments

Naveen Malwal, CFA®

Naveen Malwal, CFA®

Institutional portfolio manager
Fidelity Investments

Jake Weinstein, CFA®

Jake Weinstein, CFA®

Research Analyst, AART Research
Fidelity Investments