Bond investing beyond yield: A deeper dive
April 
1
, 
2021
7:00pm
 – 
10:00pm 
EDT
Register
Text goes here
X

Download Title Here

Insert download description here.

Download
Text goes here
X

Who Should Attend

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Speaker Name

Job Title

Company

Insert bio.

View bio
Text goes here
X

Insert question here?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud.

Fidelity
Fidelity
Fidelity
Team
Downloads
Register
Text goes here
X
Fidelity
Fidelity
Bond investing beyond yield: A deeper dive
Thursday
, 
April 
1
, 
2021
, 
7:00pm
 – 
10:00pm 
EDT

Learn what to consider when crafting your bond investing strategy amid rate cut uncertainty.   

Register
Text goes here
X

As we entered 2026 many market participants were preparing for at least two further rate cuts from the Federal Reserve over the course of the year. Since then, rate cut probabilities have moved further out to the future as changing economic and geopolitical conditions have seen Treasury yields move higher. While some investors may be pleased to be able to invest in bonds yielding more than they were expecting, others may be concerned about the potential risks.


Gain a more sophisticated understanding of the bond landscape during the live webinar where Fidelity’s Danielle Fox discusses:

  • Current key economic and credit market trends.
  • A deeper dive into bond search and research - with a focus on Corporate and Municipal bonds.
  • How different bond investing strategies can be used to help build a bond portfolio.

Presenters

Danielle Fox 

Fixed Income Regional Brokerage Consultant

Fidelity Investments

View Bio

View bio
Text goes here
X

Venue

Details

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud.

Frequently Asked Questions

What can I expect?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud.

Insert question here?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud.

Insert question here?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud.

Insert question here?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud.

Insert question here?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud.

Stay in the know

Educational opportunities

Visit the Fidelity Learn Events Calendar.

 

Download
Text goes here
X

Be the first to know

Subscribe to receive invitations to our webinars and events.

Download
Text goes here
X
The Final Countdown!
Time left for the event days hours minutes seconds
The countdown doesn't work if the event start date is set to TBD
Register
Text goes here
X

Investing involves risk, including risk of loss.

The information provided in this communication is solely for educational purposes and should not be construed as advice or an investment recommendation.

 
In general, the bond market is volatile, and fixed income securities carry interest rate risk. (As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities.) Fixed income securities also carry inflation risk, liquidity risk, call risk, and credit and default risks for both issuers and counterparties. Any fixed income security sold or redeemed prior to maturity may be subject to loss.


*Series exams are administered by the Financial Industry Regulatory Authority and state securities administrators. Individuals are required to pass certain examinations and/or meet other criteria in order to be eligible to partake in certain securities industry activities.


Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

 
1260655.1.0

Fidelity
Fidelity

Copyright 1998–2026 FMR LLC. All rights reserved.

Fidelity Event Registration powered by Splash, a third-party provider. Terms of Use | Privacy Policy

Careers
New Releases
About Fidelity
International
Security
Bond investing beyond yield: A deeper dive
[confirmation_headline]
[confirmation_messaging]
Add to Calendar
Text goes here
X
Join Event Now
Text goes here
X
[confirmation_headline]
[confirmation_messaging]
Add to Calendar
Text goes here
X

Danielle Fox

Fixed Income Regional Brokerage Consultant

Fidelity Investments

Danielle Fox is a Regional Brokerage Consultant, coaching investors on efficient wealth preservation and income strategies leveraging Fidelity’s robust fixed income platform. Ms. Fox assumed her current position as a member of Brokerage Sales team in 2014. Ms. Fox joined Fidelity Investments in 1998 as a Brokerage Service representative at Fidelity Personal Investments in Blue Ash, Ohio and then served as a Retail Sales liaison for FCM in Boston, Massachusetts. From February 2004 until May 2007, when she transitioned to the High Net Worth Bond Desk, supporting clients with more than $3 million in bonds & CDs at Fidelity. Ms. Fox received her bachelor of science degree in marketing from the Miami University (Ohio). She currently holds her Series 7, 63 and 9/10 licenses.*


1156617.1.0

Brad Hanson

High Net Worth Bond Desk Consultant

Fidelity Investments

Brad Hanson is currently a High Net Worth Bond Desk Consultant covering the South Region, where he assists clients with complex fixed income portfolios of over $3 million in individual fixed income securities held here at Fidelity. Prior to Fidelity, Mr. Hanson has been involved in Trading and Sales of fixed income securities for 25 years. He received his undergraduate degree from St. Cloud State University and Master of Business Administration from the University of St. Thomas. He also is a CFA Charter-holder.

Richard Carter

Vice President, Fixed Income Strategy

Fidelity Investments

Richard Carter is Vice President, Fixed Income Strategy, in Fidelity’s Brokerage division.


His current role involves growing Fidelity’s fixed income offering for retail customers. This development includes both enhancing Fidelity’s bond offering on Fidelity.com, as well as leading several initiatives to improve the quality of the fixed income customer sales and service experience.


Richard has worked at Fidelity for twenty-six years, both in Boston and in our Smithfield, RI, office.


Before Fidelity, Richard worked at Bain & Company as a management consultant specializing in the financial services sector; and before that, for HSBC Capital Markets in New York.


Richard has an M.B.A. from the MIT Sloan School of Management and a B.A. in Economics & Economic History from the University of Durham in England.


He lives in the Boston area with his wife and two children.


777201.12.0

Elise Randazzo

Institutional Portfolio Manager

Fidelity Investments

Elise Randazzo is an institutional portfolio manager for fixed income strategies at Fidelity Investments.


In this role, Ms. Randazzo serves as a member of the investment management team, maintaining a deep knowledge of portfolio philosophy, process, and construction, assisting portfolio managers and their CIOs in ensuring portfolios are managed in accordance with client expectations; and contributing to investment thought leadership in support of the team. Additionally, she acts as a principal liaison for portfolio management to a broad range of current and prospective clients and internal partners, providing detailed portfolio reviews and serving as a key conduit of client objectives, requirements, and marketplace insight back to the investment team. Ms. Randazzo’s focus is on fixed income capabilities.


Prior to assuming her current position, Ms. Randazzo served as an institutional portfolio manager for Fidelity’s target date strategies. Previously, she was a vice president and fixed income strategist at Fidelity Institutional® (FI), where she was responsible for collaborating with Fidelity’s investment management, product development, and distribution channels to deliver fixed income solutions to FI clients nationally.


Prior to joining Fidelity in February 2016, Ms. Randazzo was a senior investment research analyst at Commonwealth Financial Network. Previously, Ms. Randazzo was a senior client associate at Income Research and Management, a client service manager at DDJ Capital Management, and an insurance client service assistant at Wellington Management Company. She has been in the financial industry since 2001.


Ms. Randazzo earned her bachelor of science degree in economics from Boston University. She is also a Certified Investment Management Analyst (CIMA®) and holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 63 licenses.

Share with Friends
Facebook
Twitter
LinkedIn
Link
CONTACT THE ORGANIZER
Google   Outlook   iCal   Yahoo

RSVP

Google Icon
Google
Outlook Icon
Outlook
Apple Icon
Apple
Yahoo Icon
Yahoo