Investing in an election year: What to know ahead of the midterms
April 
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, 
2021
7:00pm
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10:00pm 
EDT
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Investing in an election year: What to know ahead of the midterms
Thursday
, 
April 
1
, 
2021
, 
7:00pm
 – 
10:00pm 
EDT

With the 2026 U.S. midterm elections approaching, hear from investment professionals as they discuss the potential implications for domestic equities, international markets, and digital assets. Gain historical context, timely market perspectives, and actionable insights to help navigate election-year uncertainty with confidence. 

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Coaching sessions with the Trading Strategy Desk

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Our interactive sessions, of typically less than 100 clients, provide education on a wide range of trading related topics, including Fidelity’s research and trading tools. You’ll have a chance to ask questions, discuss your trading experiences, and hear from other traders like you.

Agenda

1:00 pm – 1:55 pm ET

Election essentials: Ten things to know about the midterm elections

With the 2026 U.S. midterms approaching, Invesco's James Anania will go beyond election headlines to examine how markets have historically responded to elections and what that may mean for investors today. He'll explore ten key things investors should know about the midterms and why maintaining a long-term perspective remains essential.

Speaker: James Anania


2:00 pm – 2:55 pm ET

International investing: Broadening alpha opportunities

Structural, not transitory.  Why international equity leadership in 2025 wasn’t a fluke and the foundation built for multi-year leadership, including Central Banks and governments implementing fiscal and monetary policies to drive growth domestically.  There exist broad alpha opportunities overseas following a market driven by concentration and narrowness. Join George Maris as he discusses the opportunities in international markets.

Speaker: George Maris


3:00 pm – 4:00 pm ET

Digital assets: Navigating opportunity and future trends

Digital assets are transforming the financial landscape through continued innovation, expanding use cases, and growing adoption. Franklin Templeton's Mike Reed will explore the evolving digital asset ecosystem, the trends shaping its future, and what investors should know as the asset class matures. He’ll also discuss how digital assets may complement a diversified portfolio and provide practical insights to help investors evaluate this evolving asset class with greater confidence.

Speaker: Mike Reed


Meet the Trading Strategy Desk® Team

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Presenters:

Andrew McGowin

Active Trader Strategy Desk

Fidelity Investments

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James Anania, CFA®

Investment Strategist, Strategy and Insights

Invesco

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George Maris, CFA®

Executive Managing Director, CIO, Global Head of Equities, and Portfolio Manager

Principal Asset Management

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Mike Reed

Senior Vice President

Head, Digital Asset Partnership Development

Franklin Templeton

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Investing involves risk, including risk of loss.


The views expressed are as of the date indicated and may change based on market or other conditions. Unless otherwise noted, the opinions provided are those of the speaker or author, as applicable, and not necessarily those of Fidelity Investments. The third-party contributors are not employed by Fidelity, and may receive compensation for their services.


The Chartered Financial Analyst (CFA®) designation is offered by the CFA Institute. To obtain the CFA charter, candidates must pass three exams demonstrating their competence, integrity, and extensive knowledge in accounting, ethical and professional standards, economics, portfolio management, and security analysis, and must also have at least 4,000 hours of qualifying work experience completed in a minimum of 36 months, among other requirements. CFA is a trademark owned by the CFA Institute.

 

*1Winner for the International Large-Cap Core category for the five-year timeframe, based on risk-adjusted performance.

 

*2Winner for the Convertible Securities Funds category, based on risk-adjusted return and the strength of the fund’s performance trend, using an equal weighted average of scores for the 3-, 5-, and 10-year periods (if applicable).

  

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

 

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Investing in an election year: What to know ahead of the midterms
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Andrew McGowin

Active Trader Strategy Desk

Fidelity Investments 

Andrew McGowin, CMT®, began his career at Fidelity Investments in 2016. Before joining the Trading

Strategy Desk, he spent time in many different roles, most recently with the Active Trader VIP Desk. He

is a Registered Securities Representative (Series 7/63), a Registered Options Principal (Series 4), a

General Securities Sales Supervisor (Series 10), and a Certified Market Technician (CMT®). Prior to

joining Fidelity, Andrew graduated from the University of North Florida with bachelor’s degrees in

political science and English. He graduated from Southern New Hampshire University with a master’s

degree in applied economics.


1018443.2.0

Dr. Richard Clarida

Global Economic Advisor

PIMCO

Dr. Clarida is a managing director in the New York office and PIMCO's global economic advisor. Prior to rejoining PIMCO in 2022, he was the firm's global strategic advisor from 2006 to 2018. He served as Vice Chairman of the Board of Governors of the U.S. Federal Reserve System from September 2018 to January 2022.


Dr. Clarida is also the C. Lowell Harriss Professor of Economics and International Affairs at Columbia University.


Prior to joining PIMCO in 2006, he was Assistant Secretary of the Treasury for Economic Policy, in which he served as chief economic advisor to two U.S. Treasury Secretaries. Earlier in his career, he was with Credit Suisse and Grossman Asset Management.


He has 26 years of investment experience and holds a Ph.D. and a master's degree in economics from Harvard University. He received an undergraduate degree with Bronze Tablet Honors from the University of Illinois.

Mike Reed

Senior Vice President

Head, Digital Asset Partnership Development

Franklin Templeton

Mike is the senior vice president and head of Digital Asset Partnership Development for Franklin Templeton. Mike is involved in seeking out businesses in the digital assets ecosystem with whom there may be strategic synergies, engaging in due diligence and looking for potential partnerships across our enterprise.


Mr. Reed has over two decades of experience in the capital markets. Prior to his current role, Mike was an institutional portfolio manager for a decade, and prior to that was a research analyst with Franklin Templeton Fixed Income. During his tenure as an analyst, he worked on mortgage-backed securities analysis and trading. Additionally, Mike worked closely with some of the team's high grade and multi-sector portfolios and on both economic and sector-specific research.


Mike joined Franklin Templeton in 2000. He holds a bachelor of arts with honors from Queen's University at Kingston, Canada.

James Anania, CFA®

Investment Strategist, Strategy and Insights

Invesco

James Anania is an Investment Strategist for the Strategy and Insights team at Invesco. In this role, he develops economic and financial market outlooks and delivers investment perspectives to audiences across the US. His work focuses on translating complex macroeconomic trends into clear, actionable insights that help clients better understand market developments and make more informed investment decisions.


Mr. Anania joined Invesco in 2023. Prior to joining the firm, he served as a market strategist at Goldman Sachs, where he worked directly with private wealth advisors and their end-clients, providing guidance on asset allocation, portfolio construction, and trends in the economy and markets. Mr. Anania entered the financial services industry in 2019.


Mr. Anania earned a BA degree in economics from the State University of New York at Geneseo. He is a Chartered Financial Analyst® (CFA) charterholder and member of the CFA Society of New York. Mr. Anania also holds the Series 7 and Series 66 registrations.

Ryan Woessner, CFA®

Portfolio Specialist

T. Rowe Price

Ryan Woessner is a Portfolio Specialist in the US Equity Division. He is a member of the US All Cap Opportunities, Global Technology, Communications & Technology, and Science & Technology Team Strategy Teams, working closely with clients, consultants, and prospects. Ryan is a vice president of T. Rowe Price Associates, Inc.


Ryan's investment experience began in 2008, and he has been with T. Rowe Price since 2016, beginning in the U.S. Equity Division. Prior to this, Ryan was employed by Cambridge Associates as a senior investment performance analyst.


Ryan earned a B.S. in finance from Virginia Tech and an M.B.A. from Georgetown University, McDonough School of Business. Ryan also has earned the Chartered Financial Analyst® designation.


CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute

George Maris, CFA®

Executive Managing Director, CIO, Global Head of Equities, and Portfolio Manager

Principal Asset Management

George Maris is Executive Managing Director, Chief Investment Officer, Global Head of Equities, and Portfolio Manager for Principal Asset Management. In this role, he possesses leadership responsibility for the equities platform and global publics product team, managing more than 130 professionals across the firm's global investment centers. Maris also serves as portfolio manager on the firm's international equity strategies. George joined Principal in 2023, most recently serving as Head of Equities - Americas at Janus Henderson where he was a member of the firm’s executive committee, and as lead portfolio manager on the firm’s international and global alpha equity strategies where the international fund received the 2024 Lipper Award*1. Prior to Janus Henderson, George was lead portfolio manager of the domestic core, international core, and global equity strategies at Northern Trust Global Investments. Maris additionally was at Columbia Management Group serving as portfolio manager on its large-cap and mid-cap core domestic equity strategies. He previously was portfolio manager, equity analyst and derivatives strategist at Putnam Investments, where the convertible securities strategy he co-managed also received the 2004 Lipper Award*2. George guest lectured at several universities including the MIT Sloan School of Management, Wake Forest University and University of Denver. In addition, he previously served on the Executive Advisory Board of the Daniels College of Business at the University of Denver.

 

George received a Bachelor of Arts in economics from Swarthmore College, Juris Doctor from the University of Illinois, and Master of Business Administration from the University of Chicago. George has earned the right to use the Chartered Financial Analyst designation.

 

Ryan Woessner, CFA®

Portfolio Specialist

T. Rowe Price

Ryan Woessner is a Portfolio Specialist in the US Equity Division. He is a member of the US All Cap Opportunities, Global Technology, Communications & Technology, and Science & Technology Team Strategy Teams, working closely with clients, consultants, and prospects. Ryan is a vice president of T. Rowe Price Associates, Inc.


Ryan's investment experience began in 2008, and he has been with T. Rowe Price since 2016, beginning in the U.S. Equity Division. Prior to this, Ryan was employed by Cambridge Associates as a senior investment performance analyst.


Ryan earned a B.S. in finance from Virginia Tech and an M.B.A. from Georgetown University, McDonough School of Business. Ryan also has earned the Chartered Financial Analyst® designation.  


CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute

Tony Zhang

Chief Strategy Officer and Co-founder

OptionsPlay

Serving as Chief Strategist, Tony assembled an agile team of developers, designers, and quants to create the OptionsPlay product suite for trading and analysis. He also developed and managed many of the firm's partnerships extending from the Options Industry Council, Nasdaq, Montreal Exchange, Merrill, Schwab, and Raymond James. As a proven thought leader and contributor on CNBC's Options Action show, Tony shares ideas on using options to leverage gain while reducing risk.

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