What’s next? The economy and your portfolio

A discussion on economic uncertainty, geo-politics and market volatility. Plus, investment strategies and navigating bonds for the year ahead.

Wednesday, December 11, 2019
1:30 p.m. – 6:00 p.m. ET

Event details

Date: Wednesday, December 11, 2019 Duration: Three 60-minute sessions Time: 1:30 p.m. – 6:00 p.m. ET

Join us as we discuss the economy and the impact it has on your portfolio. Our professionals will provide an in-depth analysis of late cycle economies, investing strategies and what you can expect in the near future. You'll learn:

  • How to deal with economic uncertainty, geo-politics and market volatility
  • Investment strategies you might consider for 2020
  • Navigating bonds in the year ahead

Register once for all three sessions. Space is limited and events fill up fast. Please register as soon as you can.

Event venue details

The Ritz Carlton Golf Resort Naples
2600 Tiburon Dr.
Naples, FL 34109
Room: Tiburon 1&2 Meeting Room
Parking information
Valet parking to be hosted

General location information
(800) 760-7718

IMPORTANT INFORMATION: Please be sure to bring your laptop so you can follow along with the subject matter experts as they show you how to apply what you've learned on Fidelity.com.

Not a Fidelity customer? You can still attend by clicking here to set up free guest access and use that information to register.

Can't join us live in Naples, FL?
Register now to attend online

Times Sessions
1:30 p.m. – 2:00 p.m. ET Registration
2:00 p.m. – 3:00 p.m. ET Session 1 | Late cycle economies and trade uncertainty: A global market view
Strong corporate profit growth in 2018 is now being confronted by numerous economic situations that are causing a new level of uncertainty in the markets. Trade wars, tariffs, slowing economic growth, and numerous geo-political events around the global have all led to a new level of volatility. Whether this excites or overwhelms you, all investors must be aware of what is going on to ensure their portfolios are as profitable as they can be. Join Fidelity and Bruce Johnstone as we dive deep into the late market cycle, how it may affect you and what you can do to protect yourself.
3:00 p.m. – 4:00 p.m. ET Session 2 | 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 walk through a year-end portfolio review considering the current environment and changes you might consider for 2020.
4:00 p.m. – 5:00 p.m. ET Session 3 | Rates and risk: Navigating bonds in 2020

If you're intrigued by all the recent news coverage on interest rates, Federal Reserve policy, and inverted yield curves, but find yourself unsure how to begin to translate that into an investing strategy, then this session could help you. Join Scott Bassler and Richard Carter as they host an interactive webinar on investing in individual bonds and CDs. The webinar will cover the following:

  • Understanding the various types of bonds and bond markets as an individual investor
  • Deploying both short- and long-term income strategies using Fidelity’s Bond and Model CD Ladder tools
  • Making bond ownership easy using services such as Fixed Income Alerts and Auto Roll
5:00 p.m. – 6:00 p.m. ET Reception


Bruce Johnstone, CFA®

Bruce Johnstone, CFA®

Senior Marketing Investment Strategist
Fidelity Investments

Heather Knight

Heather Knight

Regional Brokerage Consultant
Fidelity Investments

Richard Carter

Richard Carter

VP, Fixed Income Products and Services
Fidelity Investments

Scott Bassler

Scott Bassler

Regional Brokerage Consultant
Fidelity Investments

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