Markets at mid year: CIO Andrew Marchese’s insights on what matters next

About this episode

Andrew Marchese discusses market trends and investment strategies at the mid-year point of 2026.

As we reach the halfway point of the year, markets are recalibrating – and investors are looking ahead to what’s next. Join Andrew Marchese, Chief Investment Officer and Portfolio Manager, for a mid year check in on global equities and the forces shaping markets for the rest of 2026. Andrew will unpack what’s driven returns so far, where opportunities and risks are emerging, and how investors should be thinking about positioning as the year unfolds. Recorded on June 2, 2026. 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 a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2025 Environics’ Advisor Digital Experience Study. -- Les marchés à la mi-année : perspectives du chef des placements pour l’avenir Alors que nous arrivons au milieu de…

People in this episode

Guest: Andrew Marchese

Topics covered

• market insights
• global equities
• investment strategies
• financial goals
• mid-year review

Keywords

• markets
• investors
• opportunities
• risks
• financial advisor

Mentioned in this episode

Organizations: Fidelity

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