|Date: Thursday, February 25, 2021
|Duration: Three 60-minute sessions
|Time: 2:00 p.m. – 5:00 p.m. ET
Join us for a three-part workshop with 2020 finally in our rearview mirror, what should investors be thinking about in 2021? Fidelity Investments is teaming up with BlackRock’s iShares professionals, we will cover ETF strategies you can use to generate potential income in this low rate environment, and build a DIY portfolio to help combat volatility.
Not a Fidelity customer? Set up free guest access
|2:00 p.m. – 3:00 p.m. ET
|Session 1 | 2021 Outlook: New President, COVID-19, and policy
The new year, and all that comes with it, presents new considerations for your portfolio. BlackRock’s Head of iShares Markets & Investments Strategy, Gargi Chaudhuri, and iShares Product Consultant, Dorothy Lariviere, will lead an engaging discussion on today’s markets. They will cover how policy around the pandemic and the new presidential agenda are shaping investment opportunities going forward, plus relevant ETFs that may help capture some of those themes in your portfolio.
|3:00 p.m. – 4:00 p.m. ET
|Session 2 | Build an income-seeking strategy
BlackRock's iShares Product Consultant, Sean Murphy, will take a deep dive into how you can use ETFs as a low-cost approach to help you enhance and simplify the process of finding potential income with both bond and dividend paying stock ETFs. This session will lay out the “what” and “how” of using ETFs in your income-seeking strategy.
|4:00 p.m. – 5:00 p.m. ET
|Session 3 | DIY portfolios to navigate risk and volatility
As uncertainty continues around the markets, how do you fortify your portfolio to navigate risk and volatility? iShares and Fidelity professionals will walk you through the strategies and tools you need to create your own custom portfolio or how to reposition an existing portfolio to help manage equity risk and volatility factors now, and looking forward.
Exchange-traded products (ETPs) are subject to market volatility and the risks of their underlying securities, which may include the risks associated with investing in smaller companies, foreign securities, commodities, and fixed income investments. Foreign securities are subject to interest rate, currency exchange rate, economic, and political risks, all of which are magnified in emerging markets. ETPs that target a small universe of securities, such as a specific region or market sector, are generally subject to greater market volatility, as well as to the specific risks associated with that sector, region, or other focus. ETPs that use derivatives, leverage, or complex investment strategies are subject to additional risks. The return of an index ETP is usually different from that of the index it tracks because of fees, expenses, and tracking error. An ETP may trade at a premium or discount to its net asset value (NAV) (or indicative value in the case of exchange-traded notes). The degree of liquidity can vary significantly from one ETP to another and losses may be magnified if no liquid market exists for the ETP's shares when attempting to sell them. Each ETP has a unique risk profile, detailed in its prospectus, offering circular, or similar material, which should be considered carefully when making investment decisions.
The views expressed are as of the date indicated and may change based on market or other conditions. Unless otherwise noted, the opinions provided are those of the speaker or author, as applicable, and not necessarily those of Fidelity Investments. The experts are not employed by Fidelity but may receive compensation from Fidelity for their services.
For iShares ETFs, Fidelity receives compensation from the ETF sponsor and/or its affiliates in connection with an exclusive long-term marketing program that includes promotion of iShares ETFs and inclusion of iShares funds in certain FBS platforms and investment programs. Please note, this security will not be marginable for 30 days from the settlement date, at which time it will automatically become eligible for margin collateral. Additional information about the sources, amounts, and terms of compensation can be found in the ETF’s prospectus and related documents. Fidelity may add or waive commissions on ETFs without prior notice. BlackRock and iShares are registered trademarks of BlackRock Inc., and its affiliates.
BlackRock and iShares are not legally affiliated with Fidelity Investments and are independent entities.
BlackRock and iShares are registered trademarks of BlackRock, Inc., and its affiliates.