Investment Committee Webinar
The Monopoly of Markets: A game of chance or strategy?
March 7, 2022 / 11:00am
In the real world, markets are difficult to navigate and much like a game of Monopoly, having a strategy is essential.
In this macro presentation, Fidelity will highlight some of the key investment themes it expects to see in 2022, with a focus on how financial advisers and paraplanners can tactfully achieve ‘board domination’ when building their clients’ portfolios.
There are some valuable lessons to teach: spread yourself out across the board intelligently, focus on cash flows, be patient, and sometimes it pays to take chance.
Learning objectives:
• Understand the impact of inflation and central banks’ monetary policies on financial markets, and how to support clients through this.
• Assess how portfolios should be built in light of this, with a focus on how to protect capital and identify opportunities.
• Explore future investment trends and assess the impact they may have going forward.
[Main image: rafael-rex-felisilda-unsplash]
