FidelityConnects

FOCUS2023: Fixed income now – Jeff Moore and Stacie Ware


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On May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online.  On today’s podcast, we’re putting the spotlight on our fixed income team made up of portfolio manager Jeff Moore and quantitative analyst Stacie Ware who sat down with host Katherine Black.  Jeff and Stacie speak about the state of the fixed income market, the inflation and Fed storyline, and what it all means for fixed-income investors going forward.  Jeff says they believe inflation has peaked and they expect a stationary state for inflation to get around sub-four by Christmas. If this is the case, this is a particularly good setup for bonds and the bond market.  Stacie who is new to the team, explains her role. She is actively involved in the day to day management of the portfolios and she also runs scenario analysis. She spends time with macro analysts and sector specialists to talk about how the market may play out and new opportunities in different sectors. And based on all that information, she produces potential outcomes for fixed income portfolio construction.  Both Jeff and Stacie suggest how clients should approach investing in today's market landscape, diversification in fixed income and how treasuries are attractive at this point in time. Recorded on May 11, 2023.At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
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