Fidelity: Mid-Year Outlook Event, 6.8.2025
Fidelity International is inviting CFA Society Finland members to the below breakfast event:
Invitation to Mid-Year Outlook Event
We are pleased to invite you to our upcoming breakfast event, where we will discuss the recent market movements during the summer months. Whether you are returning from your summer holidays seeking an update on recent developments or are keen to hear our latest perspectives and expectations for the markets in the second half of 2025, this event is one not to be missed.
Carsten Roemheld, Capital Market Strategist at Fidelity International, will offer his expert insights into the macroeconomic and market outlook, alongside guidance on portfolio allocation across various asset classes. Based in Frankfurt, Carsten will also provide valuable perspectives on whether the recent shifts in Europe, including increased defence spending and fiscal stimulus, are poised to surpass existing structural challenges.
We look forward to welcoming you to an engaging and informative session.
Date: 6 August 08:30-10:00, presentation starts 08:45 Location: Hotel St. George, Yrjönkatu 13, Helsinki RVSP: 1 August by e-mail to Kaisa Paatsola, Sales Director
(Limited seating)
Carsten Roemheld, Capital Markets Strategist at Fidelity
Carsten Roemheld, Capital Markets Strategist at Fidelity International, talks to media, TV and radio about current trends in the capital markets, central bank policy as well as key macro events and their impact on equity and bond markets. In addition to his role as Capital Market Strategist at Fidelity he was also the Head of Fund Selection Units from 2014 to 2018. From 2005 to 2013, he was Director US Equity Sales at Credit Suisse in London and Frankfurt, responsible for institutional clients in Germany, Scandinavia and the UK.
He started his professional career after an asset management trainee program within Commerzbank in 1998 at the mutual fund company ADIG Investment (later Cominvest) as a portfolio manager in the global equity team, where he was responsible for various investment funds with AuM of around €800m until 2005. Carsten Roemheld holds a degree in business administration from the Johann Wolfgang Goethe University in Frankfurt, the DVFA/CEFA investment analyst qualification, and has been a CFA charterholder since 2001.
Read our Mid-Year Outlook 2025: A global rewiring