FidelityConnects: Recent Episodes
Fidelity Canada
Connecting you to the world of investments to help you stay ahead. Expand your investing horizons with access to experts when you need them. Listen to FidelityConnects podcasts on the go, anytime, anywhere! Also, visit www.fidelity.ca to register for live interactive webcasts.
Get up to speed on what’s fueling the markets this quarter. Join Adam Dickson, ETF Strategist, as he breaks down the ETF trends, sector shifts and positioning ideas gaining traction in Q3. From the latest rotations to fresh insights on Fidelity’s All‑in‑One ETFs, Adam will highlight the forces driving momentum and how to use them to stay one step ahead.
Recorded on July 30, 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.
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Découvrez ce qui propulse les marchés ce trimestre. Dans cette webémission, Adam Dickson, stratège en FNB, discute des tendances des FNB, des changements sectoriels et des idées de positionnement qui gagneront du terrain au T3. Des plus récentes rotations aux nouvelles perspectives sur les FNB Fidelity Simplifié, M. Dickson mettra en lumière les forces qui influencent le momentum et expliquera comment les utiliser pour garder une longueur d’avance.
Pour une version avec des sous-titres français, veuillez consulter
Date : 30 juillet 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next.
Recorded on August 4, 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.
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Perspectives de la macroéconomie mondiale selon Jurrien Timmer – 4 août 2026
Joignez-vous à Jurrien Timmer, directeur en chef, Macroéconomie mondiale chez Fidelity, pour mieux comprendre les moteurs des marchés mondiaux et vous préparer pour ce que nous réserve l’avenir.
Pour une version avec des sous-titres français, veuillez consulter https://youtu.be/cSwkr88VAsM
Date : 4 août 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Evan Zehnal, Assistant Portfolio Manager and Equity Research Analyst, for a timely discussion on the forces driving today's technology landscape. Drawing on his experience researching innovative companies, Evan will share insights into the latest market developments, the impact of AI on businesses and consumers, and the trends he believes investors should be watching closely.
Recorded on July 29, 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.
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Décrypter l’économie numérique – Evan Zehnal
Joignez-vous à Evan Zehnal, gestionnaire de portefeuille adjoint et analyste en recherche sur les actions, pour une discussion pertinente sur les facteurs qui influencent le contexte technologique actuel. S’appuyant sur son expérience dans la recherche d’entreprises novatrices, M. Zehnal fera part de ses analyses des dernières évolutions du marché, de l’incidence de l’intelligence artificielle sur les entreprises et les consommateurs et consommatrices, en plus des tendances qui, selon lui, méritent une attention particulière de la part des investisseurs.
Pour une version avec des sous-titres français, veuillez consulter https://youtu.be/-YH92v8BCJc
Date : 29 juillet 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Kyle Weaver, Portfolio Manager of Fidelity U.S. Growth Opportunities Class and Co-Manager of Fidelity NorthStar® Fund, for a timely update on where he’s uncovering compelling opportunities across the U.S. growth landscape.
Recorded on July 28, 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.
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Occasions de croissance sur le marché américain – Kyle Weaver Joignez-vous à Kyle Weaver, gestionnaire de portefeuille de la Catégorie Fidelity Occasions de croissance américaines et cogestionnaire du Fonds Fidelity Étoile du NordMD, qui discutera des occasions de croissance intéressantes qu’il déniche sur le marché américain. Pour une version avec des sous-titres français, veuillez consulter https://youtu.be/zQqYWcnWfMw Date : 28 juillet 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next.
Recorded on July 27, 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.
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Perspectives de la macroéconomie mondiale selon Jurrien Timmer – 27 juillet 2026
Joignez-vous à Jurrien Timmer, directeur en chef, Macroéconomie mondiale chez Fidelity, pour mieux comprendre les moteurs des marchés mondiaux et vous préparer pour ce que nous réserve l’avenir.
Pour une version avec des sous-titres français, veuillez consulter https://youtu.be/r4V7k55etGY
Date : 27 juillet 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Explore the principles behind Fidelity Founders Class® with portfolio manager Thomas Williams. Learn why founder-led businesses matter and how this strategy can support your conversations with clients seeking long-term growth potential.
Recorded on July 22, 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.
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Les avantages des sociétés dirigées par leurs fondateurs – Thomas Williams
Explorez les principes qui sous-tendent la Catégorie Fidelity BâtisseursMC en compagnie du gestionnaire de portefeuille Thomas Williams. Découvrez l’importance des entreprises dirigées par leurs fondateurs et voyez comment cette stratégie peut vous aider lors de vos échanges avec votre clientèle, tout particulièrement pour les personnes qui recherchent un potentiel de croissance à long terme.
Pour une version avec des sous-titres français, veuillez consulter https://youtu.be/yDhDxxWGZyM
Date : 22 juillet 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Analyst and Portfolio Manager Ben Holton for an updated perspective on how AI adoption is evolving, where he sees meaningful innovation and what it means for the outlook for U.S. software and the broader tech sector.
Recorded on July 24, 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.
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Ce que révèlent les derniers résultats du secteur technologique américain – Ben Holton
Joignez-vous à Ben Holton, analyste et gestionnaire de portefeuille, pour explorer l'évolution de l'adoption de l’IA, les innovations qui retiennent son attention et ce que cela pourrait signifier pour les sociétés de logiciels américaines et le secteur technologique dans son ensemble.
Pour une version avec des sous-titres français, veuillez consulter https://youtu.be/53YfOi7eSK0
Date : 24 juillet 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Denise Chisholm, Director of Quantitative Market Strategy, brings her unique insights and perspectives on the sectors to watch in global markets.
Recorded on July 23, 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.
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Perspectives sectorielles et factorielles de Denise Chisholm – 23 juillet 2026
Denise Chisholm, directrice en chef, Stratégie de marché quantitative, nous fait part de ses analyses et ses perspectives uniques quant aux principaux secteurs à surveiller sur les marchés mondiaux.
Pour une version avec des sous-titres français, veuillez consulter https://youtu.be/Jj9YcTFwxCE
Date : 23 juillet 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Stephen DuFour, Portfolio Manager, Fidelity U.S. Focused Stock Fund, provides his perspectives on U.S. equities and explains where he is finding high-conviction investment ideas for his concentrated fund. Recorded on July 21, 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.
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Comment repérer les meilleures occasions dans les actions américaines – Stephen DuFour
Stephen DuFour, gestionnaire de portefeuille du Fonds Fidelity Actions américaines – Ciblé, s’exprime sur les actions américaines et explique où il trouve les occasions de placement les plus prometteuses pour le Fonds. Pour une version avec des sous-titres français, veuillez consulter https://youtu.be/5O4Wn-Ri1ls Date : 21 juillet 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Celso Muñoz, Portfolio Manager of Fidelity Strategic Income Fund, joins us to discuss the evolving fixed income landscape and where he sees the most compelling opportunities today. Drawing on a diversified approach that spans high-yield credit, U.S. Treasuries and emerging markets debt, Celso shares how he balances income generation with downside protection.
Recorded on July 17, 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.
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Revenu stratégique et titres de créance mondiaux – Celso Muñoz
Celso Muñoz, gestionnaire de portefeuille du Fonds Fidelity Revenu stratégique, se joindra à nous pour discuter de l’évolution du secteur des titres à revenu fixe et des occasions qui, à son avis, sont les plus intéressantes dans le contexte actuel. S’appuyant sur une approche diversifiée axée sur les titres de créance à rendement élevé, les obligations du Trésor américain et les titres de créance des marchés émergents, notre expert s’exprimera sur l’équilibre entre la génération de revenu et la protection contre le risque de perte.
Pour une version avec des sous-titres français, veuillez consulter https://youtu.be/VhOjPDyYHcg
Date : 17 juillet 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next.
Recorded on July 20, 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.
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Perspectives de la macroéconomie mondiale selon Jurrien Timmer – 20 juillet 2026
Joignez-vous à Jurrien Timmer, directeur en chef, Macroéconomie mondiale chez Fidelity, pour mieux comprendre les moteurs des marchés mondiaux et vous préparer pour ce que nous réserve l’avenir.
Pour une version avec des sous-titres français, veuillez consulter https://youtu.be/ZgTkruUknbI
Date : 20 juillet 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Darren Lekkerkerker, Portfolio Manager, for an in-depth look at what’s driving North American equity markets today and where opportunities may emerge next. Plus, get the latest updates on Fidelity North American Equity Class and Fidelity American Equity Fund, including insights to help you position portfolios in a shifting market environment.
Recorded on July 14, 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.
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Qu’est-ce qui stimule les marchés nord-américains? – Darren Lekkerkerker
Joignez-vous à Darren Lekkerkerker, gestionnaire de portefeuille, qui discutera en détail des facteurs qui stimulent les marchés nord-américains et des occasions qui pourraient se présenter. De plus, obtenez les dernières mises à jour sur la Catégorie Fidelity Actions nord-américaines et le Fonds Fidelity Actions américaines, y compris des analyses pour vous aider à positionner les portefeuilles dans un contexte en évolution.
Pour une version avec des sous-titres français, veuillez consulter https://youtu.be/sZmtgKiUu2I
Date : 14 juillet 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join us for a special interview with former TD Bank Chief Economist Don Drummond as he breaks down what the latest Bank of Canada decision means for inflation, industry trends and financial markets.
Recorded on July 16, 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.
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Soyez des nôtres lors de cet entretien spécial avec Don Drummond, ancien économiste en chef de la Banque TD, qui discutera de la récente décision de la Banque du Canada et de ses conséquences sur l’inflation, les tendances sectorielles et les marchés des capitaux.
Pour une version avec des sous-titres français, veuillez consulter https://youtu.be/QqdeH2JEQeE
Date : 16 juillet 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Lee Sotos, Co-Portfolio Manager of the Fidelity Global Financial Services Fund and Senior Analyst, as he examines the health and key drivers of the U.S. financials sector.
Recorded on July 10, 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.
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Analyse de la vigueur des produits financiers américains – Lee Sotos
Joignez-vous à Lee Sotos, cogestionnaire de portefeuille du Fonds Fidelity Services financiers mondiaux et analyste principal, alors qu’il examinera la situation du secteur américain des produits financiers et les facteurs déterminants pour ce dernier.
Pour une version avec des sous-titres français, veuillez consulter https://youtu.be/QP_PsYARMPo
Date : 10 juillet 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Denise Chisholm, Director of Quantitative Market Strategy, brings her unique insights and perspectives on the sectors to watch in global markets.
Recorded on July 9, 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.
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Perspectives sectorielles et factorielles de Denise Chisholm – 9 juillet 2026
Denise Chisholm, directrice en chef, Stratégie de marché quantitative, nous fait part de ses analyses et ses perspectives uniques quant aux principaux secteurs à surveiller sur les marchés mondiaux.
Pour une version avec des sous-titres français, veuillez consulter https://youtu.be/RfKI55rXlBI
Date : 9 juillet 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Christopher Lee, Portfolio Manager and Chief Investment Officer, as he shares his latest market outlook and the trends he’s watching. Chris will also provide an update on the Fidelity Advanced U.S. Equity Fund, and talk about how Fidelity’s research and quantitative insights work together to drive this strategy.
Recorded on July 7, 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.
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Où vont les actions mondiales et américaines? – Chris Lee
Christopher Lee, chef des placements et gestionnaire de portefeuille fera part de ses perspectives des marchés et des tendances à surveiller. Il fera également le point sur le Fonds Fidelity Actions américaines avancées et expliquera notamment comment les recherches et les analyses quantitatives de Fidelity sont intégrées pour soutenir cette stratégie.
Pour une version avec des sous-titres français, veuillez consulter https://youtu.be/3f9cE25HGNc
Date : 7 juillet 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next.
Recorded on July 13, 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.
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Perspectives de la macroéconomie mondiale selon Jurrien Timmer – 13 juillet 2026
Joignez-vous à Jurrien Timmer, directeur en chef, Macroéconomie mondiale chez Fidelity, pour mieux comprendre les moteurs des marchés mondiaux et vous préparer pour ce que nous réserve l’avenir.
Pour une version avec des sous-titres français, veuillez consulter https://youtu.be/ux3dyNAtbkg
Date : 13 juillet 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join us for a special FidelityConnects episode from San Francisco, featuring highlights from conversations with Fidelity’s leading tech leaders and experts.
From the rise of generative AI to the evolution of digital assets and cybersecurity. Evan Zehnal, Vijay Saraswat, Matt Horne and Aidan Brandt share timely insights on the technologies shaping markets and the future. Tune in for on-the-ground perspectives from the heart of innovation.
Recorded on June 30, 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.
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Un regard sur les avancées en intelligence artificielle dans la Silicon Valley – Evan Zehnal, Vijay Saraswat, Matt Horne, et Aidan Brandt
Joignez-vous à nous pour un épisode spécial des DialoguesFidelityfilmé à San Francisco, qui présentera les points saillants de nos conversations avec des leaders et des experts en technologie de Fidelity.
De l’essor de l’intelligence artificielle générative à l’évolution des actifs numériques et à la cybersécurité, Evan Zehnal, Vijay Saraswat, Matt Horne et Aidan Brandt nous feront part de leurs réflexions sur les technologies qui façonnent les marchés et l’avenir. Soyez au rendez-vous pour connaître les perspectives de ces experts qui sont au cœur de l’innovation.
Pour une version avec des sous-titres français, veuillez consulter https://youtu.be/cH3uPdvZbLk
Date : 30 juin 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Vince Kraljevic, ETF Strategist, for a timely discussion on the top ETF trends and strategies shaping the start of Q3. From sector rotations to fresh perspectives on Fidelity’s All-In-One ETFs, Vince will share key market insights to help you position for what’s ahead.
Recorded on July 8, 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.
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Occasions liées aux FNB au troisième trimestre – Vince Kraljevic
Vince Kraljevic, stratège en FNB, s’exprime sur les grandes tendances et les stratégies en matière de FNB qui marquent le début du troisième trimestre. Des rotations sectorielles aux nouvelles perspectives sur les FNB Fidelity Simplifié, notre expert livre son analyse des marchés pour vous aider à bien vous positionner pour l’avenir.
Pour une version avec des sous-titres français, veuillez consulter https://youtu.be/QORochMs1CQ
Date : 8 juillet 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next.
Recorded on July 6, 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.
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Joignez-vous à Jurrien Timmer, directeur en chef, Macroéconomie mondiale chez Fidelity, pour mieux comprendre les moteurs des marchés mondiaux et vous préparer pour ce que nous réserve l’avenir.
Pour une version avec des sous-titres français, veuillez consulterhttps://youtu.be/MmUFh_4sOHY
Date : 6 juillet 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Investment Director Tom Stevenson joins the show from London to explore the latest developments across the UK and European markets. Gain insights into key economic drivers, sector trends and potential opportunities that can help you position portfolios for success in today’s interconnected global landscape.
Recorded on June 29, 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.
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Impact des tendances au Royaume-Uni et en Europe sur les marchés mondiaux – Tom Stevenson
Tom Stevenson, directeur en chef des placements, analyse en direct de Londres les plus récents développements économiques au Royaume-Uni et en Europe. Il fait la lumière sur les principaux moteurs économiques, les tendances sectorielles et les occasions susceptibles d’aider à positionner les portefeuilles pour réussir dans le contexte mondial interconnecté d’aujourd’hui.
Pour une version avec des sous-titres français, veuillez consulter https://youtu.be/VafX5vlxJS8
Date : 29 juin 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
With interest rates at a pivotal point, staying diversified in fixed income has never been more important. Join us for a timely discussion on the Canadian fixed income landscape as we head into Q3. Portfolio manager Lee Ormiston will break down the latest Bank of Canada rate decision, what it signals for markets and how investors can position portfolios in a shifting environment. From duration and credit to opportunities across the yield curve, we’ll explore where value may be emerging and where risks remain.
Recorded on June 18, 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.
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Vos placements sont-ils diversifiés? Stratégies de titres à revenu fixe canadiens pour le troisième trimestre – Lee Ormiston
Dans un contexte où les taux d’intérêt atteignent un point charnière, la diversification parmi les titres à revenu fixe n’a jamais été aussi importante. Joignez-vous à nous pour une discussion pertinente sur le contexte des titres à revenu fixe canadiens à l’aube du troisième trimestre. Lee Ormiston, gestionnaire de portefeuille, expliquera la plus récente décision de la Banque du Canada en matière de taux, ce qu’elle signifie pour les marchés et la façon de positionner ses portefeuilles dans un contexte en évolution. De la duration au crédit, en passant par les occasions sur l’ensemble de la courbe des taux, nous examinerons où la valeur pourrait émerger et où les risques subsistent.
Pour une version avec des sous-titres français, veuillez consulter https://youtu.be/9kqlaoBPArw
Date : 18 juin 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Institutional Portfolio Manager Abhijeet Singh joins us to unpack the shifting dynamics across the emerging markets landscape, from Latin America and Europe to Asia. With a focus on countries like Greece, India and South Korea, Abhijeet explores where resilience is building and risks remain, and how investors should think about opportunity in a more fragmented global backdrop.
Recorded on June 26, 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.
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Cap sur les marchés émergents, de l’Inde au Pérou – Abhijeet Singh
Le gestionnaire de portefeuille institutionnel Abhijeet Singh se joindra à nous pour analyser l’évolution de la dynamique des marchés émergents, de l’Amérique latine à l’Europe, jusqu’à l’Asie. En mettant l’accent sur la Grèce, l’Inde et la Corée du Sud, M. Singh mettra en lumière les signes de résilience et les risques persistants, puis abordera la recherche d’occasions dans un contexte mondial plus fragmenté.
Date : 26 juin 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Denise Chisholm, Director of Quantitative Market Strategy, brings her unique insights and perspectives on the sectors to watch in global markets.
Recorded on June 25, 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.
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Denise Chisholm, directrice en chef, Stratégie de marché quantitative, nous fait part de ses analyses et ses perspectives uniques quant aux principaux secteurs à surveiller sur les marchés mondiaux.
Pour une version avec des sous-titres français, veuillez consulter https://youtu.be/eMoRaK52vns
Date : 25 juin 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Think small to see big opportunity. Join portfolio manager Salim Hart for a timely update on the Fidelity Global Micro-Cap Fund, including insights on evolving regional trends, key sectors shaping the space and where he sees opportunity unfolding in the months ahead.
Recorded on June 23, 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.
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Le grand potentiel des sociétés mondiales à microcapitalisation – Salim Hart
Des petites capitalisations pour de grandes occasions. Salim Hart, gestionnaire de portefeuille, fait le point sur le Fonds Fidelity Microcapitalisations mondiales et discute de l’évolution des tendances régionales, des thèmes clés qui influencent le secteur et des occasions qu’il entrevoit pour les mois à venir.
Date : 23 juin 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
With CUSMA up for review on July 1, join us for a one-week-out look at what it could mean for Canadian markets. Equity research analyst Bobby Reynolds shares his latest views on Canadian industrials, including potential impacts from trade changes. Portfolio managers Joe Overdevest and Maxime Lemieux round out the discussion with perspectives on energy and broader Canadian equities.
Recorded on June 24, 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.
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Révision de l’ACEUM : les enjeux pour l’industrie, l’énergie et les actions canadiennes
À l’approche de la date du 1er juillet pour la révision de l’ACEUM, joignez-vous à nous pour un survol des répercussions possibles sur les marchés canadiens. Robert Reynolds, analyste en recherche sur les actions, présentera sa plus récente analyse du secteur industriel canadien, notamment les effets potentiels de changements sur le plan commercial. Les gestionnaires de portefeuille Joe Overdevest et Maxime Lemieux concluront la discussion en exprimant leurs points de vue sur l’énergie et les actions canadiennes en général.
Date : 24 juin 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Kick off the trading week with Andrei Bruno, Director of ETFs, for a comprehensive discussion on the latest in capital markets, including an update on the latest on Fidelity’s All-in-One ETFs and the factors at play in today’s market cycle.
Recorded on June 22, 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.
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Actualités des marchés financiers – Andrei Bruno
Andrei Bruno, directeur en chef, FNB, brosse un portrait détaillé de l’actualité sur les marchés financiers. Il fait le point sur les FNB Fidelity Simplifié et discute des facteurs à surveiller dans le contexte actuel.
Date : 22 juin 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
The Federal Reserve’s latest rate decision is setting the tone for markets, and fixed income investors are paying close attention. Join Institutional Portfolio Manager Christine Thorpe for a timely discussion on the U.S. fixed income landscape and what the Fed’s move signals for yields, credit and broader market dynamics. We’ll unpack key takeaways from the decision and explore how shifting policy expectations may create both risks and opportunities across the curve.
Recorded on June 19, 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.
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La décision de la Fed et l’évolution des taux et des marchés – Christine Thorpe
La plus récente décision en matière de taux de la Réserve fédérale américaine donne le ton aux marchés et retient l’attention des investisseurs en titres à revenu fixe. Joignez-vous à Christine Thorpe, gestionnaire de portefeuille institutionnel, pour une discussion sur les titres à revenu fixe américains et l’incidence de la décision de la Fed sur le rendement, le crédit et les marchés. Les principaux enseignements de cette décision seront présentés, et les effets de l’évolution des attentes en matière de politique monétaire sur les risques et les occasions sera examinée sur l’ensemble de la courbe.
Date : 19 juin 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Étienne Joncas-Bouchard, Fidelity Director of ETF & Alternatives Strategy, for a discussion on the current ETF landscape, including an update on Fidelity’s All-In-One ETFs and ETF product lineup.
Recorded on June 17, 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.
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Perspectives des FNB selon Étienne Joncas-Bouchard – juin 2026
Joignez-vous à Étienne Joncas Bouchard, directeur en chef des FNB et des stratégies non traditionnelles chez Fidelity, pour une analyse du contexte actuel des FNB et une mise à jour sur notre gamme de produits FNB, notamment les FNB Fidelity Simplifié.
Date : 17 juin 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Are you looking to generate alternative sources of alpha for your client’s portfolios in the second half of 2026? Join David Way, Portfolio Manager, to discover the portfolio benefits of liquid alternatives and to learn more about Fidelity Long/Short Alternative Fund.
Recorded on June 16, 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.
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Cherchez-vous de nouvelles sources d’alpha pour les portefeuilles de votre clientèle au deuxième semestre de 2026? Joignez-vous à David Way, gestionnaire de portefeuille, pour découvrir les avantages des placements non traditionnels liquides ainsi que les caractéristiques du Fonds Fidelity Alternatif à positions longues/courtes.
Enregistré le 16 juin, 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Kick off the trading week with Andrei Bruno, Director of ETFs, for a comprehensive discussion on the latest in capital markets, including an update on the latest on Fidelity’s All-in-One ETFs, and the factors at play in today’s market cycle.
Recorded On June 16, 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.
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Andrei Bruno, directeur en chef, FNB, brosse un portrait détaillé de l’actualité sur les marchés financiers. Il fait le point sur les FNB Fidelity Simplifié et discute des facteurs à surveiller dans le contexte actuel.
Enregistré le 15 juin, 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
With Japan undergoing a corporate transformation and Asia continuing to drive global growth, the investment case for the region is evolving. Join Eileen Dibb, portfolio manager of Fidelity’s Asia Star Fund and Japan Fund, as she breaks down the themes shaping both markets and where she sees the most compelling opportunities today.
Recorded on June 12, 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.
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Alors que le secteur privé du Japon connaît une transformation et que l’Asie continue de stimuler la croissance mondiale, les perspectives d’investissement dans cette région évoluent. Joignez-vous à Eileen Dibb, gestionnaire de portefeuille du Fonds Fidelity Étoile d’Asie et du Fonds Fidelity Japon, pour une analyse des thèmes qui façonnent ces deux marchés et des occasions qui, à son avis, sont les plus intéressantes dans le contexte actuel.
Enregistré le 12 juin, 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Part 1
Join us for a focused discussion led by geopolitical expert and former CIA officer David Bridges and trade specialist Heather Hagerty, who will frame how shifting alliances, “friend-shoring” and evolving USMCA dynamics are reshaping North America’s investment landscape – and why Canada is re-emerging as a compelling opportunity.
Part 2 & 3
Building on that foundation, Reetu Kumra, Joe Overdevest and David Tulk will connect these macro forces to portfolio construction, including Canada’s role in energy and natural resources, diversification and client positioning. Walk away with insights you can use immediately in portfolio construction and client discussions.
Recorded on June 11, 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.
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Partie 1
Soyez des nôtres pour une discussion ciblée animée par David Bridges, expert en géopolitique et ancien dirigeant de la CIA, ainsi que Heather Hagerty, analyse en recherche. Ils analyseront comment l’évolution des alliances, l’économie d’affinité et la dynamique de l’ACEUM redéfinissent l’investissement en Amérique du Nord, et pourquoi le Canada revient au premier plan.
Partie 2, 3
Dans cette optique, Reetu Kumra, Joe Overdevest expliqueront comment intégrer ces facteurs macroéconomiques dans la construction de portefeuille, notamment en ce qui concerne le rôle du Canada dans les secteurs de l’énergie et des ressources naturelles, la diversification et le positionnement des portefeuilles. Vous obtiendrez des conseils judicieux que vous pourrez utiliser dès maintenant dans la construction de portefeuille et lors de vos échanges avec votre clientèle.
Enregistré le 11 juin, 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Part 1
Join us for a focused discussion led by geopolitical expert and former CIA officer David Bridges and trade specialist Heather Hagerty, who will frame how shifting alliances, “friend-shoring” and evolving USMCA dynamics are reshaping North America’s investment landscape – and why Canada is re-emerging as a compelling opportunity.
Part 2
Building on that foundation, Reetu Kumra, Joe Overdevest and will connect these macro forces to portfolio construction, including Canada’s role in energy and natural resources, diversification and client positioning. Walk away with insights you can use immediately in portfolio construction and client discussions.
Recorded on June 11, 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.
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Partie 1
Soyez des nôtres pour une discussion ciblée animée par David Bridges, expert en géopolitique et ancien dirigeant de la CIA, ainsi que Heather Hagerty, analyse en recherche. Ils analyseront comment l’évolution des alliances, l’économie d’affinité et la dynamique de l’ACEUM redéfinissent l’investissement en Amérique du Nord, et pourquoi le Canada revient au premier plan.
Partie 2
Dans cette optique, Reetu Kumra, Joe Overdevest et expliqueront comment intégrer ces facteurs macroéconomiques dans la construction de portefeuille, notamment en ce qui concerne le rôle du Canada dans les secteurs de l’énergie et des ressources naturelles, la diversification et le positionnement des portefeuilles. Vous obtiendrez des conseils judicieux que vous pourrez utiliser dès maintenant dans la construction de portefeuille et lors de vos échanges avec votre clientèle.
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Part 1
Join us for a focused discussion led by geopolitical expert and former CIA officer David Bridges and trade specialist Heather Hagerty, who will frame how shifting alliances, “friend-shoring” and evolving USMCA dynamics are reshaping North America’s investment landscape – and why Canada is re-emerging as a compelling opportunity.
Part 2
Building on that foundation, Reetu Kumra, Joe Overdevest and David Tulk will connect these macro forces to portfolio construction, including Canada’s role in energy and natural resources, diversification and client positioning. Walk away with insights you can use immediately in portfolio construction and client discussions.
Recorded on June 11, 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.
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Partie 1
Soyez des nôtres pour une discussion ciblée animée par David Bridges, expert en géopolitique et ancien dirigeant de la CIA, ainsi que Heather Hagerty, analyse en recherche. Ils analyseront comment l’évolution des alliances, l’économie d’affinité et la dynamique de l’ACEUM redéfinissent l’investissement en Amérique du Nord, et pourquoi le Canada revient au premier plan.
Partie 2
Dans cette optique, Reetu Kumra, Joe Overdevest et David Tulk expliqueront comment intégrer ces facteurs macroéconomiques dans la construction de portefeuille, notamment en ce qui concerne le rôle du Canada dans les secteurs de l’énergie et des ressources naturelles, la diversification et le positionnement des portefeuilles. Vous obtiendrez des conseils judicieux que vous pourrez utiliser dès maintenant dans la construction de portefeuille et lors de vos échanges avec votre clientèle.
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Adam Kramer as he shares his approach to uncovering income and value across global markets. Managing the Fidelity Strategic Income Fund and co-managing the Fidelity Tactical High Income Fund, Adam focuses on balancing opportunity with risk, carefully navigating credit, duration and equity exposures to drive income, growth and downside protection.
Recorded on June 10, 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.
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Joignez-vous à Adam Kramer alors qu’il présentera son approche visant à repérer des occasions de revenu et de valeur sur les marchés mondiaux. À titre de gestionnaire du Fonds Fidelity Revenu stratégique et de cogestionnaire du Fonds Fidelity Revenu élevé tactique, notre expert met l’accent sur l’équilibre entre les occasions et le risque, en s’appuyant sur une gestion rigoureuse, allant de l’exposition aux titres de créance, à la duration et aux actions pour stimuler le revenu et la croissance ainsi qu’offrir une protection contre le risque de baisse.
Enregistré le 10 juin, 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next.
Recorded on June 8, 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.
Join Bobby Barnes for a comprehensive discussion on the advantages of Fidelity’s quantitative research team, and factor investing, as well as the factors and Fidelity ETFs that may be favourable in the marketplace in the months ahead.
Recorded on June 5, 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.
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La puissance des facteurs pour investir avec précision aujourd’hui – Bobby Barnes
Joignez-vous à Bobby Barnes pour une discussion approfondie sur les placements factoriels et l’avantage que confère la recherche quantitative de Fidelity. Notre expert parlera également des facteurs et des FNB Fidelity qui pourraient tirer leur épingle du jeu au cours des prochains mois.
Enregistré le 5 juin, 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Portfolio Manager John Dance for his FidelityConnects debut as he highlights the opportunity set in emerging markets. Learn how the Fidelity Emerging Markets Opportunities Fund aims to deliver diversified global equity exposure through active management, and investing in companies driving innovation and growth across emerging economies. Discover how this strategy can help complement developed market allocations and enhance portfolio balance.
Recorded on June 4, 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.
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Saisir des occasions de croissance hors des sentiers battus Joignez-vous à John Dance, gestionnaire de portefeuille, pour sa première participation aux DialoguesFidelity. Il dressera un portrait des occasions offertes au sein des marchés émergents. Découvrez comment le Fonds Fidelity Occasions Marchés émergents vise à offrir une exposition diversifiée aux actions mondiales grâce à une gestion active et à des investissements dans des sociétés qui stimulent l’innovation et la croissance dans les économies émergentes. Cette stratégie est conçue comme complément aux répartitions des marchés développés et peut contribuer à améliorer l’équilibre du portefeuille.
Date : 4 juin 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
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.
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Les marchés à la mi-année : perspectives du chef des placements pour l’avenir
Alors que nous arrivons au milieu de l’année, les marchés se réajustent et les investisseurs et investisseuses portent leur regard vers la suite. Joignez-vous à Andrew Marchese, chef des placements et gestionnaire de portefeuille, pour un bilan de mi-année sur les actions mondiales et les forces qui façonnent les marchés pour le reste de 2026. M. Marchese expliquera ce qui a alimenté les rendements jusqu’à présent, où émergent les occasions et les risques et comment les investisseurs et investisseuses devraient se positionner au fil de l’année.
Date : 2 juin 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next.
Recorded on June 1, 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.
With peak travel about to begin, is travel still a priority for U.S. consumers? Join David Cochrane, Equity Research Analyst, as he dives into the latest trends shaping travel and leisure spending. David will break down what’s driving consumer demand, how behaviours are shifting and what these trends signal for companies—and markets—heading into the second half of the year.
Recorded on May 29, 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.
Denise Chisholm, Director of Quantitative Market Strategy, brings her unique insights and perspectives on the sectors to watch in global markets.
Recorded on May 28, 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.
Join Jon Knowles, Institutional Portfolio Manager, for a ClearPath® discussion on the retirement trends advisors can’t afford to ignore. The conversation explores how evolving markets, client expectations and portfolio positioning are influencing retirement outcomes—and what advisors can do to stay ahead.
Recorded on May 27, 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.
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Tendances en matière de retraite et Portefeuilles Passage
Joignez-vous à Jon Knowles, gestionnaire de portefeuille institutionnel, pour une discussion sur les Portefeuilles Fidelity PassageMC et les tendances en matière de retraite dont il faut tenir compte. Cet épisode portera notamment sur la façon dont l’évolution des marchés, les attentes de la clientèle et la structure des portefeuilles influencent les résultats à la retraite, en plus des mesures que les conseillers et conseillères peuvent prendre pour rester à l’avant-garde.
Date : 27 mai 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Une webdiffusion en français a été enregistrée simultanément : https://youtu.be/BIUt0QFEnpc
Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next.
Recorded on May 25, 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.
Join David Wolf, portfolio manager on Fidelity’s Global Asset Allocation team, for an update on market dynamics and portfolio positioning. David will share insights into Fidelity Managed Portfolios, including recent over- and underweight exposures, and discuss how key macroeconomic themes are shaping the team’s outlook for Q2 and beyond.
Recorded on May 21, 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.
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La répartition mondiale en action dans les Portefeuilles gérés de Fidelity
Joignez-vous à David Wolf, gestionnaire de portefeuille au sein de l’équipe de répartition mondiale de l’actif de Fidelity, pour une mise à jour sur la dynamique du marché et la structure des portefeuilles. M. Wolf fera le point sur les Portefeuilles gérés de Fidelity, notamment sur les récentes surpondérations et sous-pondérations, et expliquera la façon dont les grands thèmes macroéconomiques façonnent les perspectives de l’équipe pour le deuxième trimestre et au-delà.
Date : 21 mai 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Fidelity portfolio managers Peter Khan and Olivier Simon-Vermot for an in depth discussion on the launch of the Fidelity Alternative Bond Fund, Fidelity’s first fixed income–focused liquid alternative offering for Canadian investors. In this webcast, Peter and Olivier will walk through the Fund’s investment objective, portfolio construction and risk management approach, and discuss how the strategy may fit within client portfolios – particularly for advisors looking to broaden their fixed income toolkit in a changing market environment.
Recorded on May 19, 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.
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Le Fonds Fidelity Alternatif Obligations
Joignez-vous aux gestionnaires de portefeuille Peter Khan et Olivier Simon-Vermot qui discuteront en détail du lancement du Fonds Fidelity Alternatif Obligations, le tout premier produit de placement non traditionnel liquide à revenu fixe destiné aux investisseurs canadiens. Dans cette webémission, M. Khan et M. Simon Vermot présenteront l’objectif de placement du Fonds et son approche en matière de construction de portefeuille et de gestion du risque. De plus, ils expliqueront comment sa stratégie peut s’intégrer aux portefeuilles de la clientèle, en particulier pour les conseillers et conseillères cherchant à élargir leurs options à revenu fixe dans un contexte de marché en mutation.
Date : 19 mai 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Catch up on the key moments and presentations from FOCUS.
Recorded on May 5, 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.
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Investir à contre-courant et trouver des occasions dans un marché concentré
Découvrez les moments forts et les présentations de FOCUS.
Date : 5 mai 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Étienne Joncas-Bouchard, Fidelity’s Director of ETF & Alternatives Strategy, for a discussion on the current ETF landscape, including an update on Fidelity’s All-in-One ETFs and ETF product lineup.
Recorded on May 13, 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.
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Joignez-vous à Étienne Joncas-Bouchard, directeur en chef des FNB et des stratégies non traditionnelles chez Fidelity, pour une analyse du contexte actuel des FNB et une mise à jour sur notre gamme de produits FNB, notamment les FNB Fidelity Simplifié.
Date : 13 mai 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Catch up on the key moments and presentations from FOCUS.
Recorded on May 5, 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.
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Élargir les sources d’alpha grâce au Fonds Fidelity Occasions mondiales à positions longues/courtes
Découvrez les moments forts et les présentations de FOCUS.
Date : 5 mai 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Catch up on the key moments and presentations from FOCUS.
Recorded on May 4, 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.
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Des solutions de revenu au diapason des marchés
Découvrez les moments forts et les présentations de FOCUS.
Date : 4 mai 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Catch up on the key moments and presentations from FOCUS.
Recorded on May 4, 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.
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Vue d’ensemble : les moteurs actuels des marchés
Découvrez les moments forts et les présentations de FOCUS.
Date : 4 mai 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Catch up on the key moments and presentations from FOCUS.
Recorded on May 4, 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.
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La diversification redéfinie et l’argument pour les actions non traditionnelles
Découvrez les moments forts et les présentations de FOCUS.
Date : 4 mai 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next.
Recorded on May 11, 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.
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Joignez-vous à Jurrien Timmer, directeur en chef, Macroéconomie mondiale chez Fidelity, pour mieux comprendre les moteurs des marchés mondiaux et vous préparer pour ce que nous réserve l’avenir.
Date : 11 mai 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Catch up on the key moments and presentations from FOCUS.
Recorded on May 4, 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.
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Repérer des occasions durables en Amérique du Nord
Découvrez les moments forts et les présentations de FOCUS.
Date : 4 mai 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Portfolio Manager Max Lemieux for an update on Fidelity True North® Fund. Maxime will share his insights on the current state of Canada’s markets, key sectors driving performance and strategies for positioning portfolios. Whether you’re focused on growth opportunities or navigating volatility, this session will provide actionable ideas and a clear outlook for the months ahead.
Recorded on May 12, 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.
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Joignez-vous à Maxime Lemieux, gestionnaire de portefeuille, pour une mise à jour sur le Fonds Fidelity Frontière Nord. Notre expert vous fera part de son point de vue sur l’état actuel des marchés au Canada, les principaux secteurs qui stimulent les rendements et les stratégies de positionnement de portefeuilles. Que vous cherchiez à saisir des occasions de croissance ou à composer avec la volatilité, le gestionnaire vous offrira des idées concrètes et des perspectives claires pour les mois à venir.
Date : 12 mai 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Catch up on the key moments and presentations from FOCUS.
Recorded on May 4, 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.
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Priorités de répartition : construire des portefeuilles résilients
Découvrez les moments forts et les présentations de FOCUS.
Date : 4 mai 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Catch up on the key moments and presentations from FOCUS.
Recorded on May 5, 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.
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Stratégies de dividendes pour des portefeuilles résilients
Découvrez les moments forts et les présentations de FOCUS.
Date : 5 mai 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Catch up on the key moments and presentations from FOCUS.
Recorded on May 5, 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.
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Valeur et transparence : ce que les fondamentaux nous indiquent
Découvrez les moments forts et les présentations de FOCUS.
Date : 4 mai 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Valuations, innovation and what’s next for tech – HyunHo Sohn, Portfolio Manager of the Fidelity Technology Innovators Fund, dives into the forces shaping the sector this year.
Recorded on May 8, 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.
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Entre valorisations, innovation et perspectives d’avenir, HyunHo Sohn, gestionnaire de portefeuille du Fonds Fidelity Innovations technologiques, se penchera sur les forces qui façonnent le secteur des technologies cette année.
Date : 8 mai 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Catch up on the key moments and presentations from FOCUS.
Recorded on May 4, 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.
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L’investissement systématique et les titres à revenu fixe
Découvrez les moments forts et les présentations de FOCUS.
Date : 4 mai 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Denise Chisholm, Director of Quantitative Market Strategy, brings her unique insights and perspectives on the sectors to watch in global markets.
Recorded on April 30, 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.
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Denise Chisholm, directrice en chef, Stratégie de marché quantitative, nous fait part de ses analyses et ses perspectives uniques quant aux principaux secteurs à surveiller sur les marchés mondiaux.
Date : 30 avril 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Catch up on the key moments and presentations from FOCUS.
Recorded on May 4, 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.
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Ce qu’il faudra surveiller au deuxième semester
Découvrez les moments forts et les présentations de FOCUS.
Date : 4 mai 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Catch up on the key moments and presentations from FOCUS.
Recorded on May 4, 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.
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Le dynamisme des marchés émergents
Découvrez les moments forts et les présentations de FOCUS.
Date : 4 mai 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Catch up on the key moments and presentations from FOCUS.
Recorded on May 4, 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.
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Une fondation solide pour bonifier les portefeuilles
Découvrez les moments forts et les présentations de FOCUS.
Date : 4 mai 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join us for a special interview with former TD Bank Chief Economist Don Drummond as he breaks down what the latest Bank of Canada decision means for inflation, industry trends and financial markets.
Recorded on April 30, 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.
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Dans cet entretien spécial, Don Drummond, ancien économiste en chef de la Banque TD, discute de la récente décision de la Banque du Canada et de ses conséquences sur l’inflation, les tendances sectorielles et les marchés des capitaux.
Date : 30 avril 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Catch up on the key moments and presentations from FOCUS.
Recorded on May 4, 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.
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La qualité sans frontières : perspectives des actions mondiales
Découvrez les moments forts et les présentations de FOCUS.
Date : 4 mai 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Ayesha Akbar, portfolio manager of Fidelity Global Asset Allocation Fund, examines the trends and themes driving both global equity and bond markets, and explains how Fidelity’s global resources aid in employing active asset allocation to take advantage of these market opportunities.
Recorded on May 1, 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.
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Ayesha Akbar, gestionnaire de portefeuille du Fonds Fidelity Répartition mondiale, examinera les tendances et les thèmes qui influencent à la fois les marchés boursiers et les marchés obligataires mondiaux. Elle expliquera notamment comment les ressources mondiales de Fidelity l’aident à tirer parti des occasions sur ces marchés grâce à la répartition active de l’actif.
Date : 1 mai 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Head of Advanced Strategies and Research Gilbert Haddad focuses on how data and analytics support modern portfolio construction. He'll break down how the Quantitative Research and Investment (QRI) division fits within the broader Fidelity ecosystem, highlight how QRI's work supports the investment management teams and examine data-driven products that may benefit you and your clients.
Recorded on April 29, 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.
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Gilbert Haddad, chef de la recherche et des stratégies avancées, sera des nôtres pour expliquer l’importance des données et des analyses dans la construction de portefeuille moderne. Il discutera du rôle de l’équipe de la recherche et des placements quantitatifs au sein de l’écosystème de Fidelity, expliquera en quoi l’expertise de cette équipe soutient les équipes de gestion des placements et passera en revue les produits axés sur les données qui pourraient être avantageux pour vous et votre clientèle.
Une webdiffusion en français a été enregistrée simultanément : https://youtu.be/BPXW26pM-vU
Date: 29 avril 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Don Newman, Portfolio Manager, Fidelity Dividend Fund, joins us to discuss his outlook on dividend-paying equities in the months ahead and where he’s finding attractive buying opportunities in today’s markets.
Recorded on April 28, 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.
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Don Newman, gestionnaire de portefeuille pour le Fonds Fidelity Dividendes, sera des nôtres pour présenter ses perspectives des actions à dividendes pour les prochains mois et les occasions d’achat intéressantes qu’il repère sur les marchés.
Date : 28 avril 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next.
Recorded on April 27, 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.
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Joignez-vous à Jurrien Timmer, directeur en chef, Macroéconomie mondiale chez Fidelity, pour mieux comprendre les moteurs des marchés mondiaux et vous préparer pour ce que nous réserve l’avenir.
Date : 27 avril 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Sustainability is reshaping the global investment opportunity set. In this webcast, our investment team takes a closer look at the Sustainable World ETF and how a sustainability‑focused framework can uncover durable growth opportunities across regions and sectors.
The discussion features Anna Lester, Fund Portfolio Manager, alongside Bryan Anderson, Investment Director, and Kenyon Hunt, Quantitative Research Analyst, on the Sustainable Investing and Research team, as they share insights into the research process, portfolio design and how sustainability factors are integrated alongside traditional financial analysis.
Recorded on April 15, 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.
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Le développement durable influe sur les occasions de placement à l’échelle mondiale. Dans cette webémission, nos experts en placements analyseront le FNB Développement durable mondial et expliqueront comment un cadre axé sur le développement durable peut faire ressortir des occasions de croissance dans différentes régions et divers secteurs.
Cet échange réunira Anna Lester, gestionnaire de portefeuille, Bryan Anderson, directeur en chef des placements, et Kenyon Hunt, analyste en recherche quantitative au sein de l’équipe attitrée aux placements durables, et portera sur le processus de recherche, la construction de portefeuille et l’intégration des facteurs de développement durable aux analyses financières traditionnelles.
Date : 15 avril 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Director of Research and Portfolio Manager Steve MacMillan as he shares his latest insights on U.S. small‑ and mid‑cap companies, how they can help diversify investor portfolios and where he’s seeing compelling opportunities in today’s market.
Recorded on April 16, 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.
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Le directeur en chef de la recherche et gestionnaire de portefeuille Steve MacMillan partagera son opinion sur les sociétés américaines à petite et à moyenne capitalisation, expliquera comment elles peuvent aider à diversifier les portefeuilles du public investisseur et présentera les occasions intéressantes qu’il observe présentement sur le marché.
Date : 16 avril 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Denise Chisholm, Director of Quantitative Market Strategy, brings her unique insights and perspectives on the sectors to watch in global markets.
Recorded on April 23, 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.
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Denise Chisholm, directrice en chef, Stratégie de marché quantitative, nous fait part de ses analyses et ses perspectives uniques quant aux principaux secteurs à surveiller sur les marchés mondiaux.
Date : 23 avril 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Get up to speed on what’s fuelling the markets this quarter. Join Mark Verrilli, ETF Strategist, as he breaks down the ETF trends, sector shifts and positioning ideas gaining traction in Q2. From the latest rotations to fresh insights on Fidelity’s All‑in‑One ETFs, Mark will highlight the forces driving momentum — and how to use them to stay one step ahead.
Recorded on April 22, 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.
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Découvrez ce qui propulse les marchés ce trimestre. Joignez-vous à Mark Verrilli, stratège en FNB, qui expliquera les tendances des FNB, les changements sectoriels et les idées de positionnement qui gagneront du terrain au T2. Des plus récentes rotations aux nouvelles perspectives sur les FNB Fidelity Simplié, M. Verrilli mettra en lumière les forces qui influencent le mouvement du marché et comment en tirer avantage pour garder une longueur d’avance.
Date : 22 avril 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Ramona Persaud, Portfolio Manager, for a conversation on today’s markets, where she’s finding high-quality investment opportunities, and for an update on Fidelity U.S. Dividend Fund.
Recorded on April 15, 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.
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Joignez-vous à Ramona Persaud, gestionnaire de portefeuille, qui discutera des marchés actuels et des occasions de placement de grande qualité qu’elle y trouve, puis fera le point sur le Fonds Fidelity Dividendes américains.
Date : 15 avril 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Portfolio Manager Dan Dupont as he breaks down current market conditions and identifies value across sectors, highlighting how these insights are shaping positioning in Fidelity Canadian Large Cap Fund and Fidelity Global Value Long/Short Fund.
Recorded on April 14, 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.
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Joignez-vous à Daniel Dupont, gestionnaire de portefeuille, pour une analyse de la dynamique actuelle des marchés. Il expliquera où il repère des occasions dans les divers secteurs et comment ces facteurs se reflètent dans la pondération du Fonds Fidelity Grande Capitalisation Canada et du Fonds Fidelity Valeur mondiale à positions longues/courtes.
Date : 14 avril 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Patrice Quirion is back on FidelityConnects to break down the latest developments in global markets and equities as we head into the second quarter, including how shifting economic conditions and cross market trends are shaping investor sentiment.
Recorded on April 8, 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.
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De retour aux DialoguesFidelity, Patrice Quirion fait le point sur les marchés boursiers mondiaux à l’aube du deuxième trimestre. Il expliquera notamment comment l’évolution des conditions économiques et les tendances multirégionales influencent la confiance des marchés.
Date : 8 avril 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Portfolio Manager Sri Tella for a comprehensive update on Canada’s fixed income markets. With rate expectations shifting and the Canadian bond market responding to evolving economic conditions, Sri shares his latest insights on where opportunities may be emerging across the curve and sectors. He’ll outline what’s influencing performance, how he’s positioning portfolios, and the key themes to watch in the months ahead.
Recorded on April 10, 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.
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Joignez-vous à Sri Tella, gestionnaire de portefeuille, qui présentera une synthèse du marché canadien des titres à revenu fixe. Dans ce contexte où les attentes en matière de taux évoluent et le marché obligataire canadien s’adapte à la situation économique changeante, M. Tella expliquera où il entrevoit des occasions sur l’ensemble de la courbe et des secteurs. Il expliquera ce qui influence le rendement, comment il structure ses portefeuilles et les principaux thèmes à surveiller au cours des prochains mois.
Date : 10 avril 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next.
Recorded on April 20, 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.
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Joignez-vous à Jurrien Timmer, directeur en chef, Macroéconomie mondiale chez Fidelity, pour mieux comprendre les moteurs des marchés mondiaux et vous préparer pour ce que nous réserve l’avenir.
Date : 20 avril 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Denise Chisholm, Director of Quantitative Market Strategy, brings her unique insights and perspectives on the sectors to watch in global markets.
Recorded on April 9, 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.
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Denise Chisholm, directrice en chef, Stratégie de marché quantitative, nous fait part de ses analyses et ses perspectives uniques quant aux principaux secteurs à surveiller sur les marchés mondiaux.
Date : 9 avril 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next.
Recorded on April 13, 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.
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Joignez-vous à Jurrien Timmer, directeur en chef, Macroéconomie mondiale chez Fidelity, pour mieux comprendre les moteurs des marchés mondiaux et vous préparer pour ce que nous réserve l’avenir.
Date : 13 avril 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Start April with clarity. Institutional Portfolio Manager Ilan Kolet joins us to break down the key global market forces shaping the trading week ahead. From macro trends to asset allocation considerations, Ilan shares what he and the Global Asset Allocation team are watching—and how investors can position themselves as new opportunities and risks emerge.
Recorded on April 6, 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.
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Commencez la semaine avec des idées claires. Ilan Kolet, gestionnaire de portefeuille institutionnel, se joint à nous pour présenter une analyse des principales forces des marchés mondiaux qui façonneront la semaine à venir. Des tendances macroéconomiques aux considérations relatives à la répartition de l’actif, notre expert présentera les facteurs clés suivis par l’équipe de répartition mondiale de l’actif et les éléments à prendre à compte par le public investisseur pour se positionner à mesure que de nouvelles occasions et de nouveaux risques émergent.
Date : 6 avril 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
With markets evolving quickly, many investors are navigating the search for both steady income and new potential. Institutional portfolio manager Scott Mensi will break down how the latest news is influencing income focused asset classes, highlight where he’s finding opportunity and outline the positioning of the Fidelity Tactical High Income Fund.
Recorded on April 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.
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Les marchés évoluant rapidement, de nombreux investisseurs cherchent à allier revenus stables et nouvelles possibilités de croissance. Le gestionnaire de portefeuille institutionnel Scott Mensi analysera l’incidence des actualités récentes sur les catégories d’actifs axées sur le revenu, exposera les occasions à exploiter et expliquera le positionnement du Fonds Fidelity Revenu élevé tactique.
Date : 2 avril 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
As the second quarter begins, Michael Foggin, Portfolio Manager of the Fidelity Global Bond Fund, will offer a timely look at the key trends shaping global bond markets. He’ll discuss the themes influencing performance, the factors to watch in the months ahead, and where he’s identifying potential opportunities for the Fund.
Recorded on March 31, 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.
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À l’aube du deuxième trimestre, Michael Foggin, gestionnaire de portefeuille du Fonds Fidelity Obligations mondiales, présentera une analyse des tendances clés qui façonnent les marchés obligataires mondiaux. Il abordera également les thèmes qui influencent le rendement, les facteurs à surveiller au cours des prochains mois et les occasions de placement qu’il entrevoit.
Date : 31 mars 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Step inside the world of global luxury and influential labels. Aneta Wynimko offers a refined look at the latest shifts in consumer taste and brand power, while unveiling the investment themes capturing her attention in the Fidelity Global Consumer Brands Fund.
Recorded on March 27, 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.
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Découvrez le monde du luxe et des grandes marques influentes. Aneta Wynimko décrit de son œil raffiné les nouvelles tendances de consommation et le pouvoir de la marque, tout en révélant les thèmes de placement qui attirent son attention dans le Fonds Fidelity Marques mondiales grand public.
Date : 27 mars 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Following the Federal Reserve's latest interest rate announcement, fixed income institutional portfolio manager Christine Thorpe provides her analysis of their decision, her outlook for monetary policy moving forward, and what it may all mean for your clients’ bond allocations.
Recorded on March 20, 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.
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À la suite de la récente annonce de la Réserve fédérale américaine sur les taux d’intérêt, Christine Thorpe, gestionnaire de portefeuille institutionnel à revenu fixe, présente son analyse de cette décision, ses perspectives sur l’évolution de la politique monétaire et les répercussions possibles sur la répartition des obligations de votre clientèle.
Date : 20 mars 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Medical devices are becoming smarter, faster, and more connected - while Canadian tech and healthcare firms continue to scale digital solutions of their own. Join equity research analyst Kosta Kringas, and equity research associate, Vishal Chopra, as they outline the technologies gaining traction, discuss which business models look resilient, and highlight cross‑border dynamics that matter for client portfolios.
Recorded on March 13, 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.
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Alors que les appareils médicaux deviennent plus efficaces, plus rapides et plus connectés, les sociétés canadiennes de technologie et de soins de santé continuent d’intégrer leurs propres solutions numériques. Joignez-vous à Kosta Kringas, analyste en recherche sur les actions, et à Vishal Chopra, adjoint à la recherche sur les actions, qui présenteront les technologies qui gagnent en popularité, discuteront des modèles d’affaires les plus résilients et mettront en lumière les dynamiques transfrontalières qui ont une incidence sur les portefeuilles.
Date : 13 mars 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Denise Chisholm, Director of Quantitative Market Strategy, brings her unique insights and perspectives on the sectors to watch in global markets.
Recorded on March 26, 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.
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Denise Chisholm, directrice en chef, Stratégie de marché quantitative, nous fait part de ses analyses et ses perspectives uniques quant aux principaux secteurs à surveiller sur les marchés mondiaux.
Date : 26 mars 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next.
Recorded on March 23, 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.
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Joignez-vous à Jurrien Timmer, directeur en chef, Macroéconomie mondiale chez Fidelity, pour mieux comprendre les moteurs des marchés mondiaux et vous préparer pour ce que nous réserve l’avenir.
Date : 23 mars 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join our Directors of Tax and Retirement Research for a practical, timely walkthrough of what advisors need to know to guide their clients through the final stretch of tax season. They’ll cover key tax updates, common filing pitfalls and the strategic considerations that matter now that the RRSP window has officially closed to help you support clients with clarity and confidence.
Recorded on March 24, 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.
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Joignez-vous aux directrices en chef, Recherche sur la retraite et la fiscalité de Fidelity, pour un survol pratique et opportun de l’essentiel à connaître pour aider la clientèle à braver les derniers jours de la période des impôts. Elles passeront en revue les principales mises à jour fiscales, les pièges courants liés à la production des déclarations et les considérations stratégiques à retenir maintenant que la période de cotisation aux REER est officiellement terminée.
Date : 24 mars 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Étienne Joncas-Bouchard, Fidelity’s Director of ETF & Alternatives Strategy, for a discussion on the current ETF landscape, including an update on Fidelity’s All-in-One ETFs and ETF product lineup.
Recorded on March 18, 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.
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Joignez-vous à Étienne Joncas-Bouchard, directeur en chef des FNB et des stratégies non traditionnelles chez Fidelity, pour une analyse du contexte actuel des FNB et une mise à jour sur notre gamme de produits FNB, notamment les FNB Fidelity Simplifié.
Date : 18 mars 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
As policy continues to drive market performance in Canada and globally, join policymaker and Canada’s Minister of Finance and National Revenue, François-Philippe Champagne, about:
- State of the Canadian economy
- Policy agenda to make Canada more investable
- Update on Canada-U.S. trade negotiations and what to expect
Recorded on March 19, 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.
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Les politiques publiques jouent un rôle central dans la performance des marchés, tant au Canada qu’à l’international. Le ministre des Finances et du Revenu national du Canada, François-Philippe Champagne, fait le point sur :
- L’état de l’économie canadienne
- Le programme d’action du gouvernement visant à attirer davantage les investissements vers le Canada
- Les négociations commerciales entre le Canada et les États-Unis et ce à quoi on pourrait s’attendre
Date : 19 mars 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Denise Chisholm, Director of Quantitative Market Strategy, brings her unique insights and perspectives on the sectors to watch in global markets.
Recorded on March 3, 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.
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Denise Chisholm, directrice en chef, Stratégie de marché quantitative, nous fait part de ses analyses et ses perspectives uniques quant aux principaux secteurs à surveiller sur les marchés mondiaux.
Date : 3 mars 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join us live from London as Investment Director Tom Stevenson explores the latest developments across the UK and European markets. Gain insights into key economic drivers, sector trends and potential opportunities that can help you position portfolios for success in today’s interconnected global landscape.
Recorded on March 16, 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.
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Tom Stevenson, directeur en chef des placements, analyse en direct de Londres les plus récents développements économiques au Royaume-Uni et en Europe. Il fait la lumière sur les principaux moteurs économiques, les tendances sectorielles et les occasions susceptibles d’aider à positionner les portefeuilles pour réussir dans le contexte mondial interconnecté d’aujourd’hui.
Date : 16 mars 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Portfolio Manager Hugo Lavallée breaks down the latest market movements and reveals where his contrarian lens is spotting unexpected opportunities in Canadian equities—offering you and your clients an edge in today’s environment.
Recorded on March 11, 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.
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Le gestionnaire de portefeuille Hugo Lavallée analyse les derniers mouvements du marché et révèle où il repère des occasions inattendues dans les actions canadiennes grâce à son approche à contre-courant, afin de vous offrir, à vous et à votre clientèle, un avantage stratégique dans le contexte actuel.
Date : 11 mars 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Small caps are often where innovation hides in plain sight. Join Portfolio Managers Chris Maludzinski and Connor Gordon as they shine a light on the compelling opportunities inside the Fidelity Global Small Cap Opportunities Fund and explain why adding select small‑cap exposure could be a powerful way to diversify and enhance your clients’ portfolios.
Recorded on March 10, 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.
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Les sociétés à petite capitalisation regorgent d’innovations souvent sous‑estimées. Joignez-vous aux gestionnaires de portefeuille Chris Maludzinski et Connor Gordon alors qu’ils mettront en lumière les occasions intéressantes au sein du Fonds Fidelity Potentiel mondial et expliqueront pourquoi l’ajout de titres à petite capitalisation peut être un moyen efficace de diversifier et d’améliorer les portefeuilles de votre clientèle.
Date : 10 mars 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join our panel for an in‑depth look at the trends reshaping the banking and financials sectors in North America. Discover how institutions are responding to interest‑rate changes, what analyst sentiment reveals about consumer resilience, and which sector themes are emerging as potential drivers of future growth.
Recorded on March 6, 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.
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Joignez-vous à notre panel d’experts pour une discussion approfondie sur les tendances qui influencent les secteurs bancaire et des produits financiers en Amérique du Nord. Découvrez comment les institutions réagissent aux variations de taux d’intérêt, ce que révèle la confiance des analystes quant à la résilience des consommateurs ainsi que les thèmes sectoriels qui émergent comme vecteurs potentiels de croissance future.
Date : 6 mars 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next.
Recorded on March 9, 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.
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Joignez-vous à Jurrien Timmer, directeur en chef, Macroéconomie mondiale chez Fidelity, pour mieux comprendre les moteurs des marchés mondiaux et vous préparer pour ce que nous réserve l’avenir.
Date : 9 mars 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Geopolitics is the dominant force shaping markets and driving headlines. Join Portfolio Manager Patrice Quirion for insights on diversification plays in Europe, Asia and beyond North America. From shifting market fundamentals to geopolitical forces shaping earnings, Patrice unpacks the role of international equities within diversified portfolios, what’s driving international and global markets right now — and what that may mean for investors.
Recorded on March 4, 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.
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La géopolitique, principal moteur des marchés, occupe le devant de la scène médiatique. Le gestionnaire de portefeuille Patrice Quirion expose son point de vue sur les stratégies de diversification en Europe, en Asie et ailleurs qu’en Amérique du Nord. Entre les indicateurs fondamentaux des marchés en pleine mutation et les pressions géopolitiques qui influent sur les bénéfices, notre expert analyse le rôle des actions internationales dans les portefeuilles diversifiés, examine les moteurs actuels des marchés mondiaux et explique leurs effets possibles sur l’investissement.
Date : 4 mars 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Geopolitics is the dominant force shaping markets and driving headlines. Join Portfolio Manager Joe Overdevest and Equity Research Analyst Jin Hwang for insights on new opportunities for the Canadian economy, markets and key sectors like energy and commodities. From oil to natural gas, they break down why energy is at the centre of geopolitical conversations, the key movers in the energy sector — and what that may mean for investors.
Recorded on March 4, 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.
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La géopolitique, principal moteur des marchés, occupe le devant de la scène médiatique. Le gestionnaire de portefeuille Joe Overdevest et l’analyste en recherche sur les actions Jin Hwang présentent une analyse des nouvelles possibilités pour l’économie canadienne, des marchés et des secteurs stratégiques comme l’énergie et les marchandises. Ils expliquent pourquoi l’énergie – qu’il s’agisse du pétrole ou du gaz naturel – occupe une place centrale dans les débats géopolitiques et quels sont les grands facteurs qui influencent le secteur. Ils exposent aussi les répercussions potentielles en matière d’investissement.
Date : 4 mars 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Alternative Investment Strategist Brendan Sims joins FidelityConnects to break down where he’s seeing opportunities across the alternatives landscape and to showcase the wide range of Fidelity products designed to help investors navigate this growing market.
Recorded on February 27, 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.
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À l’occasion de son passage aux DialoguesFidelity, le stratège en placements non traditionnels Brendan Sims dévoilera les occasions qu’il entrevoit dans le contexte des placements non traditionnels et présentera la vaste gamme de produits Fidelity conçus pour aider le public investisseur à tirer parti de ce marché en pleine croissance.
Date : 27 février 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Fidelity U.S. Growth Opportunities Class portfolio manager Kyle Weaver for a comprehensive update on where his team sees the strongest potential for growth, the catalysts they’re tracking across the U.S. equity market and the ideas shaping their outlook.
Recorded on March 3, 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.
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Kyle Weaver, gestionnaire de portefeuille de la Catégorie Fidelity Occasions de croissance américaines, présente une synthèse des occasions de croissance que son équipe juge les plus potentiellement prometteuses, des catalyseurs qu’elle surveille sur le marché boursier américain et des idées qui nourrissent ses perspectives.
Date : 3 mars 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next.
Recorded on March 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.
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Joignez-vous à Jurrien Timmer, directeur en chef, Macroéconomie mondiale chez Fidelity, pour mieux comprendre les moteurs des marchés mondiaux et vous préparer pour ce que nous réserve l’avenir.
Date : 2 mars 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
As the Fidelity Canadian Long/Short Alternative Fund marks two years, join Reetu Kumra for a timely update on the fund’s progress and positioning. She’ll also share the alternative‑investing themes she’s tracking – and what they could mean for diversified portfolios in the current environment.
Recorded on February 24, 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.
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Alors que le Fonds Fidelity Alternatif canadien à positions longues/courtes marque son deuxième anniversaire, joignez-vous à Reetu Kumra pour une mise à jour pertinente sur l’évolution et la structure du fonds. Elle présentera également les thèmes liés aux placements alternatifs qu’elle suit de près et ce qu’ils pourraient signifier pour les portefeuilles diversifiés dans le contexte actuel.
Date : 24 février 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next.
Recorded on February 23, 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.
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Joignez-vous à Jurrien Timmer, directeur en chef, Macroéconomie mondiale chez Fidelity, pour mieux comprendre les moteurs des marchés mondiaux et vous préparer pour ce que nous réserve l’avenir.
Date : 23 février 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Andrew Hall, Equity Research Analyst, for a timely deep dive into the state of the Canadian consumer as we move through earnings season. Andrew will unpack what the latest results are revealing about consumer behaviour and the performance of the consumer staples sector.
Recorded on February 20, 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.
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Joignez-vous à Andrew Hall, analyste en recherche sur les actions, pour une analyse approfondie du secteur canadien de la consommation en cette période de déclaration des bénéfices. Notre expert expliquera ce que les résultats financiers nous révèlent sur le comportement des consommateurs et sur le rendement du secteur des produits de première nécessité.
Date : 20 février 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Denise Chisholm, Director of Quantitative Market Strategy, brings her unique insights and perspectives on the sectors to watch in global markets.
Recorded on February 19, 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.
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Denise Chisholm, directrice en chef, Stratégie de marché quantitative, nous fait part de ses analyses et ses perspectives uniques quant aux principaux secteurs à surveiller sur les marchés mondiaux.
Date : 19 février 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Étienne Joncas-Bouchard, Fidelity’s Director of ETF & Alternatives Strategy, for a discussion on the current ETF landscape, including an update on Fidelity’s All-in-One ETFs and ETF product lineup.
Recorded on February 18, 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.
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Joignez-vous à Étienne Joncas-Bouchard, directeur en chef des FNB et des stratégies non traditionnelles chez Fidelity, pour une analyse du contexte actuel des FNB et une mise à jour sur notre gamme de produits FNB, notamment les FNB Fidelity Simplifié.
Date : 18 février 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Global natural resources are at the centre of today’s economic conversation, and Canada stands as a key player in shaping the future of energy and commodities. Join Joe Overdevest for a timely look at how Canada’s resource sector is shaping global markets and what it means for investors today.
Recorded on February 17, 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.
Join us for an exciting discussion with Louis Têtu, Executive Chairman of Coveo, a pioneer in digital experiences powered by artificial intelligence (AI). Hear his perspective on the next wave of AI breakthroughs, practical strategies for leveraging these advancements, and how they can create meaningful value for your clients and your practice in 2026 and beyond.
Recorded on February 11, 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.
Adam Kramer and Scott Mensi explore how investors can turn today’s yield landscape into meaningful opportunities.
Recorded on January 28, 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.
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Adam Kramer et Scott Mensi expliquent comment transformer le contexte actuel des rendements axés sur le revenu.
Date : 28 janvier, 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Bobby Barnes for a comprehensive discussion on the advantages of Fidelity’s quantitative research team and factor investing, as well as the factors and Fidelity ETFs that may be favourable in the marketplace in the months ahead.
Recorded on February 13, 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.
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Joignez-vous à Bobby Barnes pour une discussion approfondie sur les placements factoriels et l’avantage que confère la recherche quantitative de Fidelity. Il parlera également des facteurs et des FNB Fidelity qui pourraient tirer leur épingle du jeu au cours des prochains mois.
Date : 13 février 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Offering a forward‑looking perspective, Andrew Marchese shares his CIO outlook for 2026.
Recorded on January 28, 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.
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Andrew Marchese se tourne vers l’avenir et présente ses perspectives en tant que chef des placements pour 2026.
Date : 28 janvier, 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
In their first white paper of 2026, the GAA team tackles five critical questions shaping global markets. Join David Wolf as he shares the team’s perspective on what these questions mean for investors and how they could influence asset allocation strategies in the months ahead.
Recorded on February 12, 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.
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Dans sa première analyse de 2026, l’équipe de répartition mondiale de l’actif répond à cinq questions cruciales sur les thèmes qui façonnent les marchés mondiaux. Joignez-vous à David Wolf pour découvrir le point de vue de l’équipe sur ces questions, ce qu’elles signifient pour les investisseurs et ce qui pourrait influencer les stratégies de répartition de l’actif au cours des prochains mois.
Date : 12 février 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Darren Lekkerkerker, Portfolio Manager, for an in-depth look at what’s driving North American equity markets today—and where opportunities may emerge next. Plus, get the latest updates on Fidelity North American Equity Class and Fidelity American Equity Fund, including insights to help you position portfolios in a shifting market environment.
Recorded on February 10, 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.
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Joignez-vous à Darren Lekkerkerker, gestionnaire de portefeuille, qui discutera en détail des facteurs qui stimulent les marchés nord-américains et des occasions qui pourraient se présenter. De plus, obtenez les dernières mises à jour sur la Catégorie Fidelity Actions nord-américaines et le Fonds Fidelity Actions américaines, y compris des analyses pour vous aider à positionner les portefeuilles dans un contexte en évolution.
Date : 10 février 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Denise Chisholm brings a data‑driven look at the sector and factor forces shaping 2026.
Recorded on January 28, 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.
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Denise Chisholm offre une perspective basée sur les données des forces sectorielles et factorielles qui façonneront 2026.
Date : 28 janvier, 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Darren Lekkerkerker breaks down the most promising opportunities he sees across Canada and the U.S. for 2026.
Recorded on January 28, 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.
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Darren Lekkerkerker décrit les occasions les plus prometteuses qu’il entrevoit au Canada et aux États-Unis pour 2026.
Date : 28 janvier, 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Étienne Joncas Bouchard and Brendan Sims explore the innovations transforming how advisors build and manage portfolios.
Recorded on January 28, 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.
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Étienne Joncas-Bouchard et Brendan Sims se penchent sur les innovations qui transforment la façon de bâtir et de gérer les portefeuilles.
Date : 28 janvier, 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Investment Director Tom Stevenson explores the latest developments across the UK and European markets. Gain insights into key economic drivers, sector trends and potential opportunities that can help you position portfolios for success in today’s interconnected global landscape.
Recorded on February 9, 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.
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Tom Stevenson, directeur en chef des placements, analyse les plus récents développements économiques au Royaume-Uni et en Europe. Il fait la lumière sur les principaux moteurs économiques, les tendances sectorielles et les occasions susceptibles d’aider à positionner les portefeuilles pour réussir dans le contexte mondial interconnecté d’aujourd’hui.
Date : 9 février 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Hear from Shilpa Mehra and Jed Weiss on the growing momentum behind small- and mid‑cap companies.
Recorded on January 28, 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.
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Découvrez les points de vue de Shilpa Mehra et de Jed Weiss sur l’accélération des sociétés à petite et à moyenne capitalisation.
Date : 28 janvier, 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Institutional Portfolio Manager Beau Coash as he shares his views on today’s fixed income markets following the first Federal Reserve interest rate decision of 2026. Discover actionable insights to help you navigate shifting yield curves, identify opportunities and position client portfolios for success in a changing rate environment.
Recorded on February 6, 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.
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Le gestionnaire de portefeuille institutionnel Beau Coash livre son analyse des marchés des titres à revenu fixe par suite de la première annonce de la Réserve fédérale américaine de l’année sur les taux. Ces perspectives vous aideront à mieux comprendre les fluctuations des courbes de rendement, à repérer des occasions et à optimiser les portefeuilles de votre clientèle dans un contexte en évolution.
Date : 6 février 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Neil Constable discusses the transformative power of innovation and what this means for investing.
Recorded on January 28, 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.
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Neil Constable discute du pouvoir transformateur de l’innovation et de ce que cela signifie en investissement.
Date : 28 janvier, 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Denise Chisholm, Director of Quantitative Market Strategy, brings her unique insights and perspectives on the sectors to watch in global markets.
Recorded on February 5, 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.
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Denise Chisholm, directrice en chef, Stratégie de marché quantitative, nous fait part de ses analyses et ses perspectives uniques quant aux principaux secteurs à surveiller sur les marchés mondiaux.
Date : 5 février 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
David Tulk and Ilan Kolet take the stage at VISION in Toronto to discuss strategies for changing markets as we kick off 2026.
Recorded on January 28, 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.
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David Tulk et Ilan Kolet prennent la parole à VISION à Toronto pour discuter des stratégies adaptées aux marchés en évolution alors que nous amorçons l’année 2026.
Date : 28 janvier, 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Discover a new way to think about global investing. Join Portfolio Managers Max Adelson and Nicolas Bellemare as they introduce Fidelity Global Opportunities Long/Short Fund — a strategy designed to go beyond traditional equity investing. This globally diversified core approach taps into Fidelity’s powerful research network to uncover opportunities across regions, sectors and market caps.
Recorded on February 3, 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.
Join Portfolio Manager Maxime Lemieux as he unpacks the Canadian equity landscape and provides an update on Fidelity True North® Fund. Maxime will share his insights on the current state of Canada’s markets, key sectors driving performance, and strategies for positioning portfolios in 2026. Whether you’re focused on growth opportunities or navigating volatility, this session will provide actionable ideas and a clear outlook for the year ahead.
Recorded on February 4, 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.
Join us for a timely conversation with Richard Fadden, Former Canadian National Security Advisor to Prime Ministers, about the New World Order and geopolitical risks facing Canada. Richard will also explore opportunities for the Canadian economy, shifting global trade and developments in Canada’s political relationships and alliances.
Recorded on February 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.
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Joignez-vous à nous pour une discussion opportune avec Richard Fadden, ancien conseiller à la sécurité nationale auprès de deux premiers ministres du Canada, sur le nouvel ordre mondial et les risques géopolitiques qui concernent le Canada. Il examinera aussi les occasions pour l’économie canadienne, la réorientation du commerce mondial et l’évolution des relations et alliances politiques du pays.
Date : 2 février 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
RRSP season is here—are you ready? Join Michelle Munro and Jacqueline Power for a timely update on tax and retirement planning strategies. Learn how to make the most of RRSP contributions, navigate recent tax changes and position your clients for long-term success. This session will provide actionable insights to help advisors deliver value during one of the most critical planning periods of the year.
Recorded on January 27, 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.
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La saison des REER approche à grands pas! Joignez-vous à Michelle Munro et à Jacqueline Power pour une mise à jour sur les stratégies fiscales et la planification de retraite. Découvrez comment maximiser les cotisations à votre REER, vous adapter aux récents changements fiscaux et aider votre clientèle à préparer un avenir prospère. Cette séance vous offrira des conseils utiles pour ajouter de la valeur pendant l’une des périodes de planification les plus importantes de l’année.
Date : 27 janvier 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join us for an exclusive conversation with Don Drummond, former Chief Economist at TD Bank, as he breaks down the Bank of Canada’s first policy announcement of 2026 and what it means for inflation, industry trends and financial markets. Get expert insights to help you start the year informed and prepared.
Recorded on January 29, 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.
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Soyez des nôtres pour un entretien exclusif avec Don Drummond, ancien économiste en chef de la Banque TD. Dans cet épisode en direct, l’économiste analysera la première décision de la Banque du Canada en 2026 et ce qu’elle signifie pour l’inflation, les tendances sectorielles et les marchés financiers. Obtenez les conseils d’un expert pour commencer l’année avec assurance et clarté.
Date : 29 janvier 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next.
Recorded on January 26, 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.
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Joignez-vous à Jurrien Timmer, directeur en chef, Macroéconomie mondiale chez Fidelity, pour mieux comprendre les moteurs des marchés mondiaux et vous préparer pour ce que nous réserve l’avenir.
Date : 26 janvier 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Payton Liske, Equity Research Analyst, and Nathan Ha, Equity Research Associate, for an in-depth look at two critical sectors driving the U.S. economy: industrials, and business and commercial services. Discover the trends shaping these industries, from infrastructure investment and supply chain dynamics to outsourcing and efficiency solutions. Gain actionable insights to help guide you and your clients in a rapidly evolving market.
Recorded on January 23, 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.
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Joignez-vous à Payton Liske, analyste en recherche sur les actions, et à Nathan Ha, adjoint à la recherche sur les actions, pour une analyse approfondie de deux secteurs essentiels à l’économie américaine : l’industrie et les services d’affaires et commerciaux. Découvrez les tendances qui façonnent ces secteurs, des investissements dans les infrastructures aux solutions en matière d’impartition et d’efficacité, en passant par la dynamique des chaînes d’approvisionnement. Obtenez des renseignements utiles pour vous aider à orienter votre clientèle dans ce marché en rapide évolution.
Date : 23 janvier 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
From mutual funds and ETFs to alternative strategies and digital assets, join Andrew Clee, Vice President of Product, as he breaks down the latest trends in the investment industry and how Fidelity’s product lineup is evolving to meet investor needs. Gain practical insights to help you navigate the growing ETF landscape and strengthen your conversations with clients.
Recorded on January 21, 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.
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Andrew Clee, vice-président, Produits et comptes gérés, discute des dernières tendances du secteur des placements, notamment des fonds communs de placements, des FNB, des stratégies non traditionnelles et des actifs numériques. Il examine également l’évolution de la gamme de produits de Fidelity pour répondre aux besoins des investisseurs. Obtenez des informations pratiques qui vous aideront à naviguer dans l’univers en pleine expansion des FNB et à enrichir vos échanges avec la clientèle.
Date : 21 janvier 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next.
Recorded on January 19, 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.
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Joignez-vous à Jurrien Timmer, directeur en chef, Macroéconomie mondiale chez Fidelity, pour mieux comprendre les moteurs des marchés mondiaux et vous préparer pour ce que nous réserve l’avenir.
Date : 19 janvier 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Explore the principles behind Fidelity Founders Class® with Portfolio Manager Thomas Williams. Learn why founder-led businesses matter and how this strategy can support your conversations with clients seeking long-term growth potential.
Recorded on January 20, 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.
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Explorez les principes qui sous-tendent la Catégorie Fidelity BâtisseursMC en compagnie du gestionnaire de portefeuille Thomas Williams. Découvrez l’importance des entreprises dirigées par leurs fondateurs et voyez comment cette stratégie peut vous aider lors de vos échanges avec votre clientèle, tout particulièrement pour les personnes qui recherchent un potentiel de croissance à long terme.
Date : 20 janvier 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Vince Kraljevic, ETF Strategist, for a timely discussion on the top ETF trends and strategies shaping the start of the new year. From sector rotations to fresh perspectives on Fidelity’s All-in-One ETFs, Vince will share key market insights to help you position for what’s ahead in 2026.
Recorded on January 16, 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.
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Vince Kraljevic, stratège en FNB, s’exprime sur les grandes tendances et les stratégies en matière de FNB qui marquent le début de l’année. Des rotations sectorielles aux nouvelles perspectives sur les FNB Fidelity Simplifié, notre expert livre son analyse des marchés pour vous aider à bien vous positionner en 2026.
Date : 16 janvier 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Chris Lee, Portfolio Manager and Chief Investment Officer, as he shares his latest market outlook and the trends he’s watching. Chris will also provide an update on the Fidelity Advanced U.S. Equity Fund – launched in 2025 – and talk about how Fidelity’s research and quantitative insights work together to drive this strategy.
Recorded on January 14, 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.
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Joignez-vous à Christopher Lee, gestionnaire de portefeuille et chef des placements, alors qu’il nous fera part de ses perspectives du marché et des tendances à surveiller. Il fera également le point sur le Fonds Fidelity Actions américaines avancées lancé en 2025. Il expliquera notamment comment les recherches et les analyses quantitatives de Fidelity sont intégrées pour soutenir cette stratégie.
Date : 14 janvier 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Denise Chisholm, Director of Quantitative Market Strategy, brings her unique insights and perspectives on the sectors to watch in global markets.
Recorded on January 15, 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.
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Denise Chisholm, directrice en chef, Stratégie de marché quantitative, nous fait part de ses analyses et ses perspectives uniques quant aux principaux secteurs à surveiller sur les marchés mondiaux.
Date : 15 janvier 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Fidelity equity research analyst Claire Fleming as she breaks down what’s shaping the materials sector, focusing on global demand trends and commodity pricing.
Recorded on January 9, 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.
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Claire Fleming, analyste en recherche sur les actions chez Fidelity, examine les dynamiques qui façonnent le secteur des matériaux, notamment les tendances de la demande mondiale et le prix des marchandises.
Date : 9 janvier 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Looking for insights on where income opportunities may lie in 2026? Join Adam Kramer, Portfolio Manager of the Fidelity Tactical High Income Fund and Fidelity Strategic Income Fund, as he shares his take on U.S. and global markets. Adam will walk through how he’s navigating today’s environment and where he’s finding ways to balance value and income for the year ahead.
Recorded on January 13, 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.
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Vous cherchez à savoir où trouver des occasions de revenu en 2026? Joignez-vous à Adam Kramer, gestionnaire de portefeuille du Fonds Fidelity Revenu élevé tactique et du Fonds Fidelity Revenu stratégique, alors qu’il partagera son point de vue sur les marchés américains et mondiaux. Le gestionnaire présentera ses idées pour composer avec le contexte actuel et ses stratégies pour équilibrer la valeur et le revenu pour l’année à venir.
Date : 13 janvier 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next.
Recorded on January 12, 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.
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Joignez-vous à Jurrien Timmer, directeur en chef, Macroéconomie mondiale chez Fidelity, pour mieux comprendre les moteurs des marchés mondiaux et vous préparer pour ce que nous réserve l’avenir.
Date : 12 janvier 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
After a year of divergence in global equities, Patrice will break down the key drivers behind his funds’ performance in 2025 and offer his outlook on where he sees opportunities ahead in 2026.
Recorded on January 8, 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.
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Après une année de divergence dans les actions mondiales, M. Quirion expliquera les principaux facteurs qui sous-tendent le rendement de ses fonds en 2025 et présentera ses perspectives quant aux occasions qu’il entrevoit en 2026.
Date : 8 janvier 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Andrew Marchese, CIO and Portfolio Manager, kicks off the new year by analyzing where equity markets are today and what could drive them in the year ahead.
Recorded on January 7, 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.
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Andrew Marchese, chef des placements et gestionnaire de portefeuille, débute l’année en analysant l’état actuel des marchés boursiers et les facteurs susceptibles de les influencer au cours de cette année.
Date : 7 janvier 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
David Tulk, Portfolio Manager, shares the latest insights from the Global Asset Allocation team. David will comment on Fidelity Managed Portfolios fund positioning, including recent underweights and overweights, and address how key macroeconomic themes may be shaping their outlook in the first quarter of 2026.
Recorded on January 6, 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.
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Découvrez les dernières analyses de l’équipe de répartition mondiale de l’actif avec David Tulk, gestionnaire de portefeuille. Notre expert commentera la structure des fonds des Portefeuilles gérés de Fidelity, y compris les récentes sous-pondérations et surpondérations. Il abordera également la façon dont les grands thèmes macroéconomiques pourraient influencer les perspectives de l’équipe au premier trimestre de 2026.
Date : 6 janvier 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next.
Recorded on January 5, 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.
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Joignez-vous à Jurrien Timmer, directeur en chef, Macroéconomie mondiale chez Fidelity, pour mieux comprendre les moteurs des marchés mondiaux et vous préparer pour ce que nous réserve l’avenir.
Date : 5 janvier 2026
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Payroll data remains noisy, but leading indicators from small businesses are turning higher. That matters because small business hiring has historically led shifts in the job market. At the same time, the Fed looks supportive but not reactive - a backdrop that’s often been constructive for markets. Today's guest says this combination could mean 2026 looks better than investors expect, particularly for undervalued sectors like financials. Does this shift change how we should be thinking about jobs, rates, and sector opportunities? Joining today's episode to walk us through what the data is really saying, is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.
Recorded on December 18, 2025.
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.
Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next.
Recorded on December 22, 2025.
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.
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Joignez-vous à Jurrien Timmer, directeur en chef, Macroéconomie mondiale chez Fidelity, pour mieux comprendre les moteurs des marchés mondiaux et vous préparer pour ce que nous réserve l’avenir.
Date : 22 décembre 2025
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une quatrième année consécutive lors du sondage 2024 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Dan Dupont, Portfolio Manager, gives his perspectives on today’s markets, including where he’s finding value-oriented investing opportunities. Also, he provides a positioning update on Fidelity Canadian Large Cap Fund and Fidelity Global Value Long/Short Fund.
Recorded on December 17, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
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Le gestionnaire de portefeuille Daniel Dupont fait le point sur la situation des marchés, y compris les occasions de placement axées sur la valeur, et s’exprime sur la structure des Fonds Fidelity Grande Capitalisation Canada et Valeur mondiale à positions longues/courtes.
Date : 17 decembre 2025
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une quatrième année consécutive lors du sondage 2024 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Portfolio Manager Salim Hart for an in-depth update on the Fidelity Global Micro-Cap Fund. Discover how regional trends are evolving, which sectors are shaping the micro-cap universe and where Salim sees opportunities as we head into 2026.
Recorded on December 16, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
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Joignez-vous à Salim Hart, gestionnaire de portefeuille, pour une mise à jour sur le Fonds Fidelity Microcapitalisations mondiales. Apprenez comment évoluent les tendances régionales, quels secteurs influencent les microcapitalisations et où M. Hart entrevoit des occasions en 2026.
Date : 16 decembre 2025
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une quatrième année consécutive lors du sondage 2024 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Étienne Joncas-Bouchard, Fidelity’s Director of ETF & Alternatives Strategy, for a year-end look at the 2025 ETF landscape – including insights on market trends and the latest updates to Fidelity’s All-in-One ETFs.
Recorded on December 10, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
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Étienne Joncas-Bouchard, directeur en chef, FNB et stratégies non traditionnelles de Fidelity, présentera un bilan de fin d’année sur les FNB. Au programme : des perspectives sur les tendances du marché et les dernières mises à jour sur les FNB Fidelity Simplifié.
Date : 10 decembre 2025
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une quatrième année consécutive lors du sondage 2024 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Bobby Barnes for a comprehensive discussion on the advantages of Fidelity’s quantitative research team, factor investing, as well as the factors and Fidelity ETFs that may be favourable in the marketplace in the months ahead.
Recorded on December 10, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
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Joignez-vous à Bobby Barnes pour une discussion approfondie sur les avantages que confère l’équipe de recherche quantitative de Fidelity ainsi que les placements factoriels, y compris les facteurs et les FNB Fidelity susceptibles de créer des occasions intéressantes au cours des prochains mois.
Date : 10 decembre 2025
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une quatrième année consécutive lors du sondage 2024 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Andrei Bruno, Director of ETFs, for a comprehensive discussion of the latest in capital markets, including an update on Fidelity All-in-One ETFs and the factors at play in today’s market cycle.
Recorded on December 15, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
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Andrei Bruno, directeur en chef, FNB, brosse un portrait détaillé de l’actualité sur les marchés financiers et discute des FNB Fidelity Simplifié ainsi que des facteurs à surveiller dans le contexte actuel.
Date : 15 decembre 2025
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une quatrième année consécutive lors du sondage 2024 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Canada has emerged as a global leader in artificial intelligence, driving innovation that’s shaping the future of business and technology. Join us for an exclusive conversation with Louis Têtu, former CEO and current Executive Chairman of Coveo, a pioneer in AI-powered digital experiences. Don’t miss this opportunity to hear from one of Canada’s most influential tech leaders on the strategies and breakthroughs defining the AI era, and how it can add value to your practice.
Recorded on December 9, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
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Le Canada s’est positionné comme chef de file mondial en matière d’intelligence artificielle, stimulant l’innovation tout en transformant l’avenir des affaires et de la technologie. Assistez à notre entretien exclusif avec Louis Têtu, président du conseil et ancien chef de la direction de Coveo, société pionnière des expériences numériques propulsées par l’IA. Ne manquez pas cette discussion avec l’une des figures de proue du domaine technologique au Canada, qui vous parlera des stratégies et des innovations qui définissent l’ère de l’IA, mais aussi de la valeur ajoutée que cette technologie peut apporter dans le cadre de vos activités.
Date : 9 decembre 2025
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une quatrième année consécutive lors du sondage 2024 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
The Bank of Canada and the Federal Reserve have made their final interest rate announcements of 2025. Join Ilan Kolet, Institutional Portfolio Manager, as he unpacks what their announcements may mean for fixed income, how bond markets are faring, and how the Global Asset Allocation team is making portfolio adjustments heading into the new year.
Recorded on December 11, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
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La Banque du Canada et la Réserve fédérale ont fait leurs dernières annonces de l’année sur les taux d’intérêt. Joignez-vous à Ilan Kolet, gestionnaire de portefeuille institutionnel, pour une analyse de ces décisions et de leur incidence sur les titres à revenu fixe. M. Kolet se penchera également sur les marchés obligataires et sur les ajustements de portefeuilles que compte apporter l’équipe de répartition mondiale de l’actif à l’aube de la nouvelle année.
Date : 11 decembre 2025
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une quatrième année consécutive lors du sondage 2024 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Abhijeet Singh, Institutional Portfolio Manager, discusses how he’s navigating the key themes shaping global markets – from technological disruption to shifting geopolitical dynamics – and what’s top of mind for investors as we head into 2026.
Recorded on December 5, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
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Abhijeet Singh, gestionnaire de portefeuille institutionnel, explique comment il aborde les principaux facteurs qui redéfinissent les marchés mondiaux, notamment les bouleversements technologiques et l’évolution du paysage géopolitique, et met en lumière les priorités des investisseurs à l’aube de 2026.
Date : 5 decembre 2025
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une quatrième année consécutive lors du sondage 2024 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next.
Recorded on December 1, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
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Joignez-vous à Jurrien Timmer, directeur en chef, Macroéconomie mondiale chez Fidelity, pour mieux comprendre les moteurs des marchés mondiaux et vous préparer pour ce que nous réserve l’avenir.
Date : 1 décembre 2025
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une quatrième année consécutive lors du sondage 2024 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Is travel still a priority? David Cochrane, Equity Research Analyst, dives into the latest trends in U.S. consumer travel and leisure. David unpacks what’s driving spending patterns, how consumer behaviour is evolving, and what it means for the broader markets.
Recorded on November 21, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
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Les voyages sont-ils toujours une priorité pour les consommateurs américains? David Cochrane, analyste en recherche sur les actions, explorera les dernières tendances en matière de voyages et de loisirs aux États-Unis. Notre expert analysera les facteurs qui influencent les habitudes de consommation, l’évolution du comportement des consommateurs et ce que cela signifie pour les marchés dans leur ensemble.
Date : 21 novembre 2025
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une quatrième année consécutive lors du sondage 2024 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next.
Recorded on December 8, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
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Joignez-vous à Jurrien Timmer, directeur en chef, Macroéconomie mondiale chez Fidelity, pour mieux comprendre les moteurs des marchés mondiaux et vous préparer pour ce que nous réserve l’avenir.
Date : 8 décembre 2025
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une quatrième année consécutive lors du sondage 2024 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
As the U.S. gears up for a pivotal election year, policy shifts and market movements are already taking shape. Join Denise Chisholm, Director of Quantitative Market Strategy, and Greg Lowman, VP, Digital Advocacy and Policy Communications, for a timely discussion on how political dynamics and legislative signals from the 2025 off-year elections are setting the stage for 2026.
Recorded on December 4, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
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Alors que se profile une année électorale charnière aux États-Unis, les grandes orientations politiques et les dynamiques de marché commencent à émerger. Assistez à un entretien très à propos entre Denise Chisholm, directrice en chef, Stratégie de marché quantitative, et Greg Lowman, vice-président, Promotion numérique et communications des politiques, sur l’impact des élections intermédiaires de 2025, entre évolution des politiques et signaux législatifs qui préparent le terrain pour 2026.
Date : 4 décembre 2025
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une quatrième année consécutive lors du sondage 2024 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
From capital gains to retirement contributions and charitable giving, join Jacqueline Power, Director of Tax and Retirement Research, as she unpacks what matters most in the final stretch of the year – and how to close the books on 2025 with confidence.
Recorded on December 3, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
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Jacqueline Power, directrice en chef, Recherche sur la retraite et la fiscalité, sera des nôtres pour expliquer les points essentiels à considérer avant la fin de l’année, allant des gains en capital aux cotisations de retraite et aux dons de bienfaisance, afin de clôturer 2025 en toute confiance.
Date : 3 décembre 2025
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une quatrième année consécutive lors du sondage 2024 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
As 2025 comes to a close, the digital asset space continues to evolve, and market participants are watching closely. Join Chris Kuiper, Vice President of Research at Fidelity Digital Assets, for a timely and insightful look at the current state of bitcoin and the broader digital asset landscape. From institutional adoption to regulatory developments and market trends, Chris breaks down what’s driving momentum, what’s changing and what it all may mean for you heading into 2026.
Recorded on December 2, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Alors que l’année 2025 touche à sa fin, le secteur des actifs numériques continue d’évoluer et les intervenants sur le marché suivent la situation de près. Joignez-vous à Chris Kuiper, vice-président de la recherche chez Fidelity Digital Assets, pour une analyse pertinente et approfondie de l’état actuel du bitcoin et de l’ensemble du secteur des actifs numériques. Qu’il s’agisse de l’adoption institutionnelle, des changements réglementaires ou des tendances du marché, M. Kuiper expliquera ce qui stimule le secteur, les changements en cours et ce que cela pourrait signifier pour vous à l’aube de 2026.
Date : 2 décembre 2025
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une quatrième année consécutive lors du sondage 2024 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Join Fidelity Equity Research Analyst Jin Hwang for a look at how Canada’s energy sector is faring in Q4, including fossil fuels, renewable energies, nuclear and uranium. Jin also shares what might be in store for 2026, including developments in pipelines and trade.
Recorded on November 28, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Joignez-vous à Jin Hwang, analyste en recherche sur les actions chez Fidelity, pour une analyse du secteur canadien de l’énergie au quatrième trimestre. Il abordera notamment les combustibles fossiles, les énergies renouvelables, le nucléaire et l’uranium. Découvrez aussi les perspectives pour 2026, y compris les tendances liées aux pipelines et au commerce.
Date : 28 novembre 2025
Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.
Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une quatrième année consécutive lors du sondage 2024 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.
Consumer sentiment has fallen to one of its lowest readings on record. History suggests these periods can feel uncertain, yet often precede pockets of opportunity. Does poor sentiment really mean weaker spending ahead? Or could it signal a turning point for Consumer Discretionary stocks? And what’s behind the emerging setup today's guest is seeing in the Healthcare sector? Joining this episode to break down the data - and to share a fresh look at her top and bottom sectors is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.
Recorded on November 20, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Last month's sharp sell-off on Wall Street has investors rushing to safer assets like treasuries, pushing yields lower. Even so, credit fundamentals remain solid, with tighter spreads and strong demand for yield. At the same time, today's guest notes that we’re also seeing growing dispersion and some early signs of stress in parts of the loan market. So what’s really driving this push-and-pull in credit right now? And where should investors be looking if conditions become more volatile? Joining this episode to break it all down is fixed income portfolio manager, Peter Khan.
Recorded on November 14, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
This week, U.S. markets have been fuelled by AI-driven tech rallies and the increased hope for a December rate cut. But this will end a relatively flat month. Closer to home, the TSX is moderately up in November. And globally, market action has been recently lead by European recovery and Asian exports, also capping off a flat month. Today's episode features portfolio manager Hugo Lavallée, who keeps tabs on both US, Canadian and global equities, all through his contrarian lens. This makes him the ideal guest today to share his market thoughts, with December and 2026 just around the corner. Hugo manages Fidelity Greater Canada Fund, Canadian Opportunities Fund, Climate Leadership, and is underlying manager on Global Equity+. Recorded on November 26, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
For the past few years, Artificial Intelligence has undoubtedly been the dominant conversation among investors globally. And while adoption and investment in this area may continue to dictate overall sentiment in the short term, it’s important that investors don’t lose sight of some of the “less loved” pockets of the market. One area that certainly fits that description is real estate. As central banks globally continue to lower interest rates, investors may find opportunities, attractive entry points, and diversification in an asset class that is less sensitive to what’s been dominating the recent news. Here to talk about real estate markets, where he’s finding opportunities, and a new strategy that combines both private and public real estate, is Fidelity Alternative Real Estate Trust Portfolio Manager Don Newman. Recorded on November 25, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
It’s been a standout year for international markets. After years of a strong US dollar, we’ve seen a meaningful shift - and global equities have responded. Today's guest says regions within Europe and Asia continue to offer attractive opportunities. So where exactly are those opportunities? And how does his experience managing both large and small mandates create a unique advantage of understanding the full market “food chain”? Joining today's episode to unpack all this and more is International Growth Fund portfolio manager, Jed Weiss.
Recorded on October 8, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
For the first time in over three years, median earnings growth in the US has turned positive. And today's guest says it’s finally looking like recovery just got a lot more durable. But are changes to tax policy hindering that path? And which sectors could be are poised for upside against this backdrop? Joining this episode to dissect her latest sector thesis is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.
Recorded on October 7, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today's guest reminds us that the version of AI we use today is the worst version of it. Rapid innovation in AI means the next iteration could be issued in just a few weeks’ time - and could be a vast improvement on today’s capabilities. The regulatory frameworks are also still to come. And how does an enterprise trust an AI provider with its valuable data? Joining this episode is the person who can weave context around all of these questions for investors: Ben Holton, Fidelity Research Analyst and Portfolio Manager.
Recorded on October 3, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Interest rates are falling, tariffs are evolving, and the AI market continues to hold steam. On this episode, we’re breaking down how those shifts are playing out in portfolios, supply chains, and across the consumer landscape - particularly in smaller names. And how does the breadth of Fidelity’s research help connect the dots across all of it? Joining the show today to discuss is Director of Research and portfolio manager Steve MacMillan, and equity research associates Connor MacGrath and Christian Ghezzi.
Recorded on October 2, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Canada continues to be an interesting story. In the face of mixed signals - tariffs, fiscal stimulus, and policy shifts - markets are navigating a constant push and pull. And the tension is showing up in sector performance: resources have been standouts, banks are holding steady, and cyclicals have been outperforming more defensive names. So, why Canada now? And what is today's guest hearing from our country’s top CEOs that might help us guide our way through the next quarter? Joining today's episode is portfolio manager Reetu Kumra, for a look at the key drivers moving the TSX, and what it may mean for you. Reetu manages several Fidelity funds including Fidelity Long/Short Alternative.
Recorded on September 30, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
We continue to power through bull market conditions, both on a secular and cyclical basis. A global well-spring of investment opportunities continues to broaden for investors, and technicals remain strong, for now. How will the upcoming earnings season impact the cyclical story? Will tariffs start to bite in a more meaningful way, or will policy changes stemming from the One Big Beautiful Bill kick in just in time? With the Cap-ex cycle for AI in relentless mode, today's guest says there is a lot to like about the current state of affairs for equity investors. Joining this episode to take us through the charts that spell out a continuing bull thesis, while exposing some of the cautionary elements in the marketplace, is Fidelity Director of Global Macro Jurrien Timmer.
Recorded on September 29, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Earlier this month the Federal Reserve cut interest rates for the first time this year. But did the Fed cut because conditions allowed - simply pulling back on policy that was too restrictive - or out of necessity, reacting to a weaker economy? And how can you spot difference while it’s unfolding? Today's guest says profits may hold the answer - a leading indicator that can help cut through the noise. Joining today's episode to discuss all this and more, including her top and bottom three sectors, is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.
Recorded on September 26, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
It’s autumn. The leaves are changing to brilliant colours, outdoor BBQs are getting wrapped up for the winter, and for those lucky enough to own a family cottage, the pipes will need winterizing and the windows are boarded up. In the land of real-asset investing, where does cottage ownership fit? Is it an investment, or a cost, season after season? And how to divide such assets between children when a parent dies, or when parents would like to sell out of their interest? There are several tax efficient manners in which to attempt such a thing, and there are also a host of tax inefficient ways pass on the family heirloom. Joining today's episode to get to the tax structures that really matter when attempting to change the deed on a family cottage is Director of Tax and Retirement Research, Jacqueline Power.
Recorded on September 24, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
The Federal Reserve’s latest rate cut has pushed treasury yields higher. Despite a lower policy rate, the U.S. 10 and 30-year yield jumped 10 basis points following the announcement. If rates continue to lower, how might this further impact fixed income? And what might be a good addition to your portfolio amidst the current market environment? Joining today's episode is Scott Mensi, Institutional Portfolio Manager, for a discussion on all this and more, including how Fidelity’s Tactical High Income Fund is currently positioned.
Recorded on September 23, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
As the trade channels of a new, multipolar world begin to form, the investment thesis that could stick is a global bull market. Is the current bull market a cyclical one within a much more secular story? Do the charts show us a new, sustainable leg up, with the Fed now in easing mode? And what are investors to do with inflation? Joining today's episode to help guide your decisions in this new era of Federal Reserve policy, layered on top of a relentless A.I. build out is Fidelity’s Head of Global Macro, Jurrien Timmer.
Recorded on September 22, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
The healthcare sector is facing challenges under the U.S. administration’s drug pricing reform, and tariffs continue to add uncertainty. The end-of-month deadline is approaching for drugmakers to respond with binding commitments in matching U.S. drug prices to overseas levels. How are equities in healthcare reacting? And what are the implications for pharma? On a positive note, med tech seems to be performing well. What opportunities lie there? Joining this episode from the UK to unpack the evolving landscape of the healthcare sector, tariffs, and investment opportunities is Portfolio Manager Alex Gold. Alex manages the Fidelity Global Health Care Fund.
Recorded on September 19, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Interest in ETF investing remains strong across Canada. In fact, Fidelity’s All-in-One ETF line-up recently crossed a significant milestone: $10 Billion in Assets Under Management since inception. So, what’s driving the popularity of ETFs, and more specifically, Fidelity’s All-in-One ETFs? Which factors may perform well in today’s market environment? Joining today's episode is Étienne Joncas-Bouchard, Director, ETF and Alternatives Strategy.
Recorded on September 17, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today’s topic is one that affects many Canadians and equally many of your clients – life after retirement. What exactly is shaping the retiree experience? And how can you better support your clients as they approach this significant chapter in their lives? Joining today's episode is one of the original members of Fidelity Canada’s retirement and research team, Peter Drake. Peter is the former Vice President, Retirement and Economic Research at Fidelity. From the depths of the global financial crisis to the start of the bull run on U.S. equities, he travelled coast to coast speaking to many of you and your clients. Peter has more than 50 years of experience as an economist, including working with the economics department of the TD Bank Financial Group, spending 11 years as a Vice President of the Bank and Deputy Chief Economist. It’s been 10 years since Peter retired from Fidelity in 2015, and he’s come back for a special sit-down interview to share his personal reflections and professional perspectives on life after work.
Recorded on September 16, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
The Bank of Canada and the Federal Reserve have slashed their benchmark rates by a quarter point. It’s the Fed’s first cut of 2025 and the Bank of Canada’s second - a synchronized move that sent North American equities higher at the open. Canadian yields have historically followed U.S. treasuries, but our next guest wonders - is that relationship beginning to shift? Joining today's episode to unpack what the latest rate cuts could mean for tariffs, mortgage rates, and more, is fixed income Portfolio Manager Lee Ormiston.
Recorded on September 18, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
2025 has been a transformational year. From trade to geopolitics and to monetary policy, seismic shifts are occurring underneath investors at a breakneck speed. One of these shifts is around crypto, with Washington legitimizing this asset class and technology. How is this new friendly policy crypto movement going to impact the future of investing? To tackle this big question, the tokenization of money and what short, medium and long term impacts investors could expect, we’re joined by equity research analyst Nicholas Everett. Nicholas is at the forefront of financial innovation, covering the U.S. FinTech and financial services sectors.
Recorded on September 12, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
We’re just hours away from rate decision day, with both the Fed and the Bank of Canada holding press conferences today. Last week’s inflation and employment reports suggest a green light for rate cuts across the board. But questions surrounding how current political sentiment is shaping long-term Fed independence still remain. How might the markets react if rate cuts do resume? And looking further down the line, will a change in Fed personnel result in a shift in how monetary policy is fundamentally conducted? Joining today's episode to discuss how these key economic and market factors are contributing to asset allocation decision making is Portfolio Manager and member of Fidelity’s Global asset allocation group, David Wolf.
Recorded on September 15, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
We are now less than a week away from next week’s highly anticipated Fed meeting. And with many expecting the Fed to cut rates, curiosity surrounding the size of the cut persists. Joining today's episode to discuss what a US rate cut could mean for the markets, and which sectors are top of mind is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.
Recorded on September 11, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
After what seems like forever, Parliament resumes in Ottawa next week with no shortage of legislative issues on the agenda. Tariffs, housing, U.S. relations, China, energy, and even a budget. These are only some of the topics that may be tackled in the House this session. And all this following an unprecedented election campaign won by Mark Carney just a few weeks after winning the Liberal Party nomination. So, what can investors and advisors expect from the Fall session? What can they expect from Prime Minister Carney himself? Joining today's show is Andrew Bevan, National Campaign Co-Director for Prime Minister Mark Carney and CEO at Catalyze4.
Recorded on September 10, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
With major markets charting different paths to recovery, how might investors assess what many are calling a “K-shaped economy”? Connor Gordon & Chris Maludzinski, Co-managers of Fidelity Global Small Cap Opportunities Fund, join us in studio to share an update on how these diverging market conditions are impacting their investing thesis and how the interest rate environment is affecting their portfolio. They also highlight where they are finding mis-pricing opportunities both in North America and across the globe.
Recorded on September 9, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
While the equity bull market remains narrow, with tech leaders directionally powering indices higher, does the rest of the market make sense today? And where in this market do newer assets, or newer asset allocations, take their place in the leaderboard? Where do gold, bitcoin, and bonds of all stripes rank? Does their current placement hold for the months and years ahead, as we settle into a space of fiscal dominance? Today's guest says that the earnings, buybacks and margins stories are indeed underwriting stock strength, despite a chaotic macro-economic picture. Though, there are signs this secular bull market is a maturing one. Joining this episode to share with you his latest research and thoughts is Fidelity’s Director of Global Macro, Jurrien Timmer.
Recorded on September 8, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Canada is facing economic challenges, and U.S. tariff stories continue to develop. How do trade tariffs impact the automotive industry in terms of consumer demand, pricing, and the supply chain?Consumer spending has been weak, but can the increase of defence and government spending be supportive for our economy? How does government spending such as infrastructure investment impact sectors like transportation and housing? Joining this episode to unpack cycles of government spending, and discuss how the auto industry and industrials are being reshaped under the impact of U.S. tariffs, is Equity Research Analyst Robert Reynolds.
Recorded on September 5, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
A potential Supreme Court ruling on the Fed’s independence is making headlines - and could reshape how monetary policy is managed in the US. As questions swirl around the Fed’s role and the broader policy landscape, we turn our attention to how investors are responding. Today, we begin with a look at industry flows: from ETFs to mutual funds and portfolio positioning as we head into Fall and the final stretch of the year. We’ll also explore international markets, all in one solutions, and whether today’s environment echoes the 1980s - a time of surging IPOs and housing activity. Joining today's episode to unpack it all is Andrew Clee, Vice President of Product and Managed Accounts.
Recorded on September 2, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Resilience in the face of a once-in-a-century tariff shock has been a defining theme in the markets this year. While company earnings worldwide have held steady, the key questions for investors are: What’s next this fall and into 2026? How will tariffs affect companies going forward? How will they impact different countries, companies, and asset classes? This episode will take a closer look at how the tailwind of artificial intelligence is being balanced against these headwinds - and where opportunities may lie for you. Joining today's episode for a conversation on the state of the markets is Andrew Marchese, Fidelity Portfolio Manager and Chief Investment Officer. Andrew leads a high-performing team of over 100 investment professionals, including portfolio managers, research analysts, traders and more that manage over $100 billion in assets.
Recorded on September 3, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Investors are watching the Fed’s next move very closely. With a softening labor market on one side, and persistent inflation on the other, a big question for the markets is how the largest central bank in the world is “duelling” with its “dual” mandate. To unpack the direction of travel for monetary policy, what it all means for the fixed income landscape, where there are opportunities, and how Fidelity is actively managing its bond strategies for unit-holders, Fidelity Institutional Portfolio Manager Christine Thorpe is joining today's episode to offer her perspectives and outlook.
Recorded on August 27, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
With markets now expecting a fed cut in September, many investors are wondering how they might need to "adjust" their portfolios. With this possible new stance from the Fed towards lower rates, the back to office push, and the infrastructure build to support the economy of the future, like data centres, what role can real estate play in your diversified portfolio in this environment and over the long term? And how are tariffs impacting supply chains of builders and major players in the global real estate sector? To unpack the fed cut story and how this might impact various sub sectors, and to give you insights on a topic that almost every Canadian likes to talk about, Portfolio Manager Steve Buller joins today's episode. Steve manages the Fidelity Global Real Estate Fund.
Recorded on August 26, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Three weeks from now, September 17th, is a very ‘live’ Fed decision day. At the Jackson Hole Symposium last week, U.S. Federal Reserve Chair, Jay Powell, opened the door wide to a rate cut at that meeting. However, a marked - and somewhat expected - shift in tone to the Labour side of the Fed’s dual mandate was present. The word “curious” was used to describe labour market traits at this time. Discussion of a cut in September lit equity markets on fire through Friday’s trade. But what do moves in the long bond space tell us? Today's guest says that with all the moving pieces in today's marketplace, the best strategy might be to stick with what you have deployed and not make any sudden moves. Joining today's episode to help put the macro themes - including massive earnings releases later this week - into perspective for you is Fidelity’s Director of ETFs, Andrei Bruno.
Recorded on August 25, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
With tariffs, commodity markets, and earnings season surprises making headlines, it seems everything is boiling down to one big question: Is this the beginning of a new era in global trade? And if so, what might global trade 2.0 mean for advisors and investors? Joining today's show to unpack the research and help answer these questions and more is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.
Recorded on August 22, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
We’re in the early innings of the tariff impact unfolding. As markets continue to shift, investors are re-evaluating their exposure across geographies, sectors, and asset classes. On this episode, we’ll explore how investors are navigating volatility - and how a lifecycle strategy can help keep clients stay on track toward their retirement goals. We’ll also unpack inflation, tariffs, and currency positioning, and what they mean for retirement-focused portfolios like the Fidelity ClearPath Target Date funds. Joining today's episode to share those insights is Jon Knowles, Institutional Portfolio Manager on Fidelity’s Global Asset Allocation team.
Recorded on August 21, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Canada’s ETF industry continues to evolve, and over the past month, we’ve seen strong interest in international trade and equities, highlighting a growing appetite for global diversification. In particular, there’s been a notable rise in active ETFs, with investors increasingly drawn to their flexibility and potential for outperformance. Recent market activity, including a rally in U.S. equities, has sparked conversations around concentration risk and portfolio construction. Joining today's episode to unpack what’s driving ETF flows, how Fidelity is adapting, and what investors should be watching in the months ahead, is Étienne Joncas-Bouchard, Fidelity’s Director of ETF and Alternative Strategy.
Recorded on August 20, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
This week, all eyes are on the Jackson Hole Symposium, where investors are waiting for Fed Chair Jerome Powell’s take on the direction of the economy. With interest rate decisions, employment trends, and questions around U.S. exceptionalism shaping today’s market conditions, how is Fidelity’s Global Asset Allocation team positioning portfolios for the second half of 2025? Joining today's episode to share his insights is Fidelity Institutional Portfolio Manager, and member of the Global Asset Allocation team, Ilan Kolet.
Recorded on August 19, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Ukrainian President Volodymyr Zelensky and several European leaders are in Washington for ongoing discussions, and attention is turning to the Federal Reserve ahead of the Jackson Hole Economic Policy Symposium taking place later this week from August 21st to 23rd. In the markets, Chinese equities are climbing - Shanghai-listed stocks just reached a ten-year high. Treasury yields are drifting lower, S&P 500 futures are steady, and Bitcoin has broken through a new level. Joining today's episode to unpack these developments, and what they mean for you, is Fidelity’s Director of Global Macro, Jurrien Timmer.
Recorded on August 18, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
The world is arguably becoming a riskier place, with weather events and natural catastrophes happening more frequently, and more severely over time. How are insurance companies adapting to these changes? In real estate, the rental market faces challenges marked by oversupply and financial strains on developers, with winners and losers in this sector. How is this affecting market dynamics and investment opportunities? Joining today's episode to discuss evolving trends, challenges, and market dynamics in the insurance and real estate sectors, and break down the risks and opportunities in the months ahead, is Equity Research Associate Connor MacGrath.
Recorded on August 15, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today we’re spotlighting ETFs - why they matter, how they’ve evolved, and what makes them a smart choice for investors seeking flexibility and diversification. Joining today's episode are two key voices from our investment team: Audrey Kim, Senior Investment Analyst, and Francois Jack, Investment Analyst, both supporting the product development side. Together, they’ll break down ETF basics, share insights on Fidelity’s expanding footprint in the ETF space, and explore how digital asset ETFs like Bitcoin and Ether are shaping the landscape. We’ll also look at trading best practices and how our investment team partners with advisors to navigate what’s next. Our goal today is to provide you with practical information about ETFs and Fidelity, so let’s jump in.
Recorded on August 14, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Is the AI-driven U.S. market rally overdone - or is it just getting started? And is this concentrated performance - driven by a handful of stocks - truly sustainable? For investors seeking broader economic representation and diversification, the rest of the world may offer compelling opportunities. Joining today's episode to share his perspective on the less crowded, lower-expectation markets of Europe and China is Portfolio Manager Patrice Quirion. Patrice manages several Fidelity funds including the Fidelity International Concentrated Fund and the Fidelity Global Fund. We’ll also explore the wild card: what happens if peace returns to Ukraine - especially with the high-stakes Trump-Putin summit set for this Friday. Plus, how tariffs, inflation, and the U.S. dollar are shaping global investment strategies.
Recorded on August 12, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
As we are in the midst of a week of significant releases on inflation data and serious geopolitical brinkmanship, it is time to take a look at what will shepherd investors through the bumps via ETFs. ETFs in Canada have been hitting record highs in recent months - across the whole Canadian industry, as well as at Fidelity, in particular. Investors are more and more interested in a vehicle that allows for broad diversification, core positioning and the where-with-all to add particular strategies for easily enhancing risk, or just as easily, decreasing exposure to risk.
Recorded on August 11, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Tariffs, or no tariffs, from an investment point of view, the consumer wanting to spend - and due to some de-regulation - being able to spend, might present a coiled-spring opportunity. Less onerous bank regulations and mortgage burdens could also free up spending ability. After the twin hits of Liberation Day fears, and the over-hang of COVID price hikes, consumer brands have had to adjust. To do this they are diving into the world of A.I. efficiencies. Though A.I. may not yet be deployed across vast businesses, today's guest says A.I. inside the brands is clearly around the corner. Today, Fidelity Portfolio Manager Aneta Wynimko helps us understand what the consumer is spending on - across all ages and budgets, and more on the Fidelity Global Consumer Brands Fund.
Recorded on August 8, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
In today’s dynamic market environment where trade, fiscal and monetary policy can change on a dime, many investors are looking for an actively managed diversified income solution. An income solution that is positioned for a range of outcomes, well diversified across many assets and sectors, and one that can be tactical to take advantage of new market opportunities. Joining this episode to reflect on the first half of the year, provide updates on positioning and unique perspectives of tariffs and what may be next, is Portfolio Manager Adam Kramer. Adam co-manages the Fidelity Tactical High Income Fund, which won a Lipper award in 2024.
Recorded on August 5, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
In today’s fast-moving tech landscape, advisors and investors are navigating both opportunity and risk - from AI-driven innovation to rising cybersecurity threats. Technology is reshaping how we work, invest, and stay secure. Joining this episode to explore what’s capturing attention in the markets, and what advisors and investors need to know now, are John Bradley, Director of Emerging Technologies, and Vishal Chopra, Equity Research Associate covering Canadian Technology and Healthcare. They're diving into sector trends, practical tips, and how Fidelity is harnessing technology to drive efficiencies and better support you.
Recorded on August 6, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
It appears we are close to learning who will be appointed as a new member of the FOMC. This is after the Federal Reserve held interest rates steady at their latest meeting in July. Most surveyed economists now believe a cut will come in September, after a dismal July jobs report. However, if the July jobs number is more of a data blip, of which this year has had many, then equity investors could be looking at a Fed cut on top of the tax cuts in the “One Big Beautiful Bill Act”, which could build potential wind in the sails of valuation expansion. Joining today's episode with her thesis for what an interest rate cut in the months to come might mean for stocks, is Fidelity Head of Quantitative Market Strategy, Denise Chisholm.
Recorded on August 7, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Where does Canada stand in the overall picture of growth? And to what extent are interest rates, and interest rate policy, crucial to growth in Canada’s age of industrialization? The Bank of Canada held interest rates steady for a third consecutive time last week. At 2.75 percent, the central bank says the rate is at the mid-way point of its neutral range. As the growth of global hyper-scalers roars ahead and the slowing-down of sectors not linked to the A.I. supply chain in some way unfolds, can North American central bank policy play the pivotal role it once did in driving economic outcomes? Joining today's episode to further discuss the Bank of Canada’s latest rate move - and the scenarios around which it was made - is former TD Bank Chief economist, Don Drummond. Don is also currently the Stauffer-Dunning Fellow at Queen’s University and Fellow-in-Residence at the C.D. Howe Institute.
Recorded on July 31, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
We are in earnings season, and investors are starting to get some much-needed clarity into exactly how tariffs are impacting the bottom line of companies, and where they might be headed next. Another useful way to forecast the future performance of companies is to look at the health of the consumer. How is the consumer faring today? Do they have the strength to spend and drive companies and the economy forward? To check in on the state and the mood of consumers, today's guest is equity research analyst Cameron Ho. Cameron covers the US retail and apparel sectors.
Recorded on July 25, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Many Canadians can attest that this summer has been red hot on a number of different fronts. What we’ve all felt in the pool or on the patio has, in a way, mirrored the heat we've seen in equity markets since mid-April. With that mind - this week comes with no shortage of data. Big earnings prints, a Federal Open Market Committee decision and jobs could all weigh on the market’s trajectory in the second half of 2025. Joining this episode to unpack some of those themes and how he’s navigating today’s climate through a Market Neutral strategy is Portfolio Manager Brett Dley.
Recorded on July 30, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Earnings season is underway, and results so far have been stronger than expected - offering early signals that are already being reflected in market sentiment and performance. This episode will take a broader look at what’s shaping the outlook for U.S. and global equities - including how innovation is driving efficiency, what AI could mean for jobs, and how shifting consumer dynamics, tariffs, and evolving fiscal and monetary policy are influencing the road ahead. Joining this episode is Chris Lee, Chief Investment Officer of the Equity Division based in Boston, and Portfolio Manager on over $100 billion in assets across balanced, global, and advanced equity strategies.
Recorded on July 29, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
With trade deal announcements in full swing, global business leaders are pouring over whatever details can be found to show the emerging architecture of America’s new trade connections. This week looks to major central banks in Canada and the U.S for decisions about whether to cut or hold interest rates, as well as for commentary from the BoC and the Fed on how to thread the needle between 'overly restrictive' and 'fighting future inflation'. For the economies of these two neighbours, it is a tale of two very different cities. Joining the show today to help set these moving parts into an investment thesis, while explaining the more evident fiscal dominance in markets, is Fidelity Director of Global Macro, Jurrien Timmer.
Recorded on July 28, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
As markets adjust to higher valuations and shifting economic signals, one thing is clear - capital expenditures are becoming a more meaningful part of the market narrative. With policy tailwinds like The One Big Beautiful Bill fuelling what some are calling a “cap-ex comeback,” investors are watching closely to see where the next opportunities will emerge - from tech and financials to energy and consumer discretionary. While many are focused on what the Fed might do next, Fidelity’s Denise Chisholm, Director of Quantitative Market Strategy, is looking beyond the headlines - and helping us understand what’s driving capital spending, how inflation is playing out, and which sectors are best positioned in today’s environment.
Recorded on July 24, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Canada’s ETF industry is on pace to surpass its previous annual inflow record, with equity ETFs - particularly those focused on international and Canadian markets - leading the way. It’s a clear signal that investors are leaning into diversified strategies amid shifting global dynamics. Fidelity’s expanding ETF lineup has navigated volatile markets with resilience since inception, offering advisors and investors innovative tools to stay ahead. Joining the show today to explore what’s driving ETF flows, how Fidelity is positioned, and what you should be watching in the months ahead is Étienne Joncas Bouchard, Fidelity’s Director of ETF and Alternative Strategy.
Recorded on July 25, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
The digital assets market continues to experience significant growth and evolution in 2025, driven by increased institutional adoption, key regulatory developments, and product innovation. Today, the total market capitalization of digital assets stands at approximately 5.5 trillion Canadian dollars, which is up more than 50 percent from a year ago. This coincides with important legislative developments in the U.S. last week, dubbed “Crypto Week,” with Bitcoin recently hitting a new all-time-high of 168-thousand Canadian dollars. Joining the show today to talk about these developments and what may lie ahead for Bitcoin and digital assets is Chris Kuiper, Vice President of Research at Fidelity Digital Assets.
Recorded on July 22, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
With new regulatory landscapes taking shape, mainly in the United States, but also across the global banking universe, how are financials poised to perform over the next few years? Has the lack of recession provided a bolster to the valuation story? And just how much consolidation could be on the books for not only U.S banks, but also their European brethren? Joining the show today to help paint this picture is Fidelity Co-Portfolio Manager and Senior Equity Analyst, Lee Sotos, and Fidelity Equity Research Analyst Thomas Goldthorpe.
Recorded on July 18, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
The market climb continues with earnings season now in full swing. Companies reporting thus far have been able to meet, beat and release some more guidance - after a semi-paralysis in communication due to the tariff unknowns. While tariffs are still unknowns, the one big beautiful bill has passed and a larger pond for investors to fish in has opened up across the globe. Concerns about the Fed and the bond market are not going away, as this wall of worry continues to be tackled. Joining today's show to bring context to what this moment in the markets means for you is Fidelity Director of Global Macro, Jurrien Timmer.
Recorded on July 21, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
With U.S. retail sales numbers out stronger than expected, it's clear that even in light of the tariff overhang, consumers are still spending into the economy. On today's episode, we learn more about where growth stocks may be hiding in plain view across US equity markets. Companies that often grow with long-term structural themes, as well as those that are currently pumping large amounts of free cash flows fit this strategy. Aspects of the A.I. trade fold nicely into the growth outlook, but which areas have the most untapped potential at this stage? Joining the show today to speak about growth opportunities across this market are Fidelity U.S. Growth Opportunities class Portfolio Managers Kyle Weaver and Rebecca Baker.
Recorded on July 17, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
The global high yield bond space can be a good place to weather recession, or sing along with a risk-on environment. With 10-year treasury yields at elevated levels, how is the picture looking for that extra piece of yield one can earn via the High Yield Bond market? Today's guest says it's looking pretty good! With some investors moving away from U.S. assets, will other hunting grounds, such as Europe, become more interesting for high yield issuance? Joining today's show to tour through the spreads, dispersions and sectors of the high yield bond trade is Fixed Income Portfolio Manager, Peter Khan.
Recorded on July 16, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Global stock markets have experienced significant volatility in 2025. After April’s downturn, triggered by U.S. tariffs, markets have since rebounded, with emerging markets, European equities and U.S. tech giants leading the global recovery story. U.K. markets have been resilient, with the FTSE 100 hitting record highs in June. London-based Investment Director Tom Stevenson joins host Kyle Cheropita to provide his global market perspectives, reflecting on the first half of 2025, and what key storylines to watch in the rest of the year. This episode was initially presented as a live "The Upside" webcast. For more Fidelity insights for investors, check out "The Upside" podcast.
Recorded on July 2, 2025.
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.
Sustained volatility is great for certain strategies, particularly when call-options are an option. Income strategies are all the rage at the moment, but Fidelity has been deploying such a strategy that first made its mark in the 1970s. If investors desire the trifecta of a smoother ride through volatility, earning an income, all while remaining keenly exposed to growth in equity markets, this may be the moment for an extra shot of caffeine as we dive into derivative strategies. Whether you seek to hedge market risk, or gain income on the vol, this is the discussion for you. Joining today's show is Portfolio Manager of Fidelity Equity Premium Yield ETF and Fidelity SmartHegde US Equity Fund, Eric Granat.
Recorded on July 15, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
With a monster week of earnings around the corner and high flyers in the crypto and Mag7 space, what is the rest of the market signalling? Still resilience? How will releases of eco data like inflation, US treasury quarterly reporting, and the march toward the August 1st tariff deadline nudge markets to travel higher, or take a pause? Giving us the view from the top today is Fidelity Head of Global Macro, Jurrien Timmer. His incredible charts and graphs could help you stick handle the roads to investing in the second half.
Recorded on July 14, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Global trade has been a risk to the markets for most of this year. Through last week, ever more so. The tariff story has been a shock to the system and is beginning to see governments spend differently at home. Investing in their own supply chains, or with new partners in the global system. Fresh rounds of local stimulus means new opportunities to bolster exposure to global local markets and give parts of the emerging world new reasons to shine. Joining the show today to discuss her approach to this new playing field is Fidelity Global Asset Allocation Portfolio Manager, Ayesha Akbar.
Recorded on July 11, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
As market narratives shift almost daily for traders and investors, a hard look at the underpinnings of what continues to power a lift is worthwhile. Today's guest says we are in the throes of the second scare of the tariff worries for 2025. However, that may be only a scare, or a blip, even? Corporate tax cuts from the so-called one big beautiful bill may provide sustainable tailwinds markets have been missing during the messy tariff policy rollout. Joining today's show is Head of Quantitative Strategy at Fidelity, Denise Chisholm.
Recorded on July 10, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
While markets continue to digest a bit of macro data rollercoaster, is there an enhanced case for yield via dividends across today's market place? If the combination of modestly higher growth, along with a good dose of volatility continues to be a reality for the medium-term, or longer, might a dividend strategy bring you closer to your goals? Or, perhaps you approach the dividend strategy as one to simply bring down your overall risk profile, while continuing to lean into a rising equity market. On today's episode to further discuss these aspects of the strategy is Portfolio Manager Don Newman.
Recorded on July 8, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
As the global trade story tilts to demand from other markets, and new partnerships are now opening up, how will commodities perform? For instance, does a shift to nuclear power have quite a different short-term investment thesis to the long-term? Will the global copper pull-forward earlier this year confuse pricing until 2026? How does the story for potash pan out in this rocky global market place? Tying together the impact of new trade dealings and the outlook for many materials producers on this episode is Fidelity Equity Research Analyst Claire Fleming.
Recorded on July 4, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Stock markets have shrugged off multiple layers of risk over the last week to sit in the all-time highs range. Today's guest says we are witnessing momentum, which usually begets more momentum. Is this the case in today’s market? How can investors evaluate which signals will inform us about caution, and which signals may help drive equities higher? On a macro level, can U.S. growth peak out, and pass from behind the certain debt drag that has been signed into law via the Big Beautiful Bill? Joining today's episode with research to help you wade through the slightly foggy, but potentially bullish picture is Fidelity’s Head of Global Macro, Jurrien Timmer.
Recorded on July 7, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Coming into last week's U.S. jobs print, analyst expectations were all over the place. Another sign that although perhaps past peak uncertainty, markets and expectations are volatile. New ways to provide ballast in one's portfolio are worth considering to help steady the release of both data and policy shifts across the board, and to help you take a much longer view. On the show today to discuss Fidelity's alternative investments - both liquid and less liquid - is Director of Alternatives, Rory Poole.
Recorded on July 3, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
As we try to get into the mindset for a discussion on global bond markets, think of a river with cross currents. Currents interrupting one another, reversing in swirls and backing up water in short bursts, as it all ultimately flows toward a lower body of water, in one big direction. According to today's guest, Fidelity Fixed Income Portfolio Manager, Michael Foggin, cross currents within global bond markets are providing more opportunities than ever. Geographies displaying differing rate policies, a depreciating US dollar, and a new narrative about safe havens all create new fertile ground for a global bond portfolio.
Recorded on July 2, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Some of the largest questions about the direction of markets are researched by a very special Fidelity team in Boston. They set to music issues ranging from: Will the tail wind set to come from US de-regulation and the tax cuts be evident over the medium term? Or will it be a much slower process? What does the diplomacy style of Donald Trump thus far in his administration tell us about the markets’ resilience to the upsets across the geopolitical playing field? And how will interest rate policy over the rest of this year stack up against what will need to be policy under a new Fed chair - less than a year from now. Fidelity’s Director of Asset Allocation Research, Dirk Hofschire, heads up this team of 12 researchers at Fidelity. He joins today's episode to elaborate on how his team informs decision-making across the entire company.
Recorded on June 25, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Let’s dig into a few sectors that really tell the growth story, or the lack there of, of this country. Consumer staples, many of them grocers, telecom, and utilities. There are shifting sands beneath two of these sectors, both of which are at the forefront of what is discussed as a so-called industrial revolution. The other, grocers, are life sustaining and the quintessential consumer staple. Today's guest, Fidelity Equity Research Analyst Andrew Hall, dives into the investment case for each of these sectors.
Recorded on June 27, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Canada's tech industry in 2025 is characterized by robust growth and the digital transformation of traditional industries, supported by a strong educational pipeline from Canadian universities. But where does Canada fit into the global tech picture? And what trends from AI microchips, robotics, and more, should you have on your radar? Joining today's episode to unpack all of this and more are Portfolio Manager Joe Overdevest and Equity Research Associate Vishal Chopra.
Recorded on June 10, 2025.
This episode was originally presented as part of The Upside, now available on your podcast platform of choice.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Is the price of oil adding to a stagflationary impulse that rests in markets right now? How are price swings of WTI and Brent crude leaching through to influence the economy’s medium-term direction? If oil prices zigzag higher on geopolitical news, can markets beat back the oil-induced recessions of yesteryear and have us land perhaps in stagflation-land? Which sectors of the equity market can power through, regardless? On today's show, to discuss departure points across the plains of economic history - and how you being better aware of them could help you in decision-making for clients - is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.
Recorded on June 26, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Much ink has been spilled discussing the end of "US-exceptionalism". But do the winnings of that so-called trade really end over the period of just a month or two? On today's episode, Portfolio Manager Steve Dufour dives into the weeds of what works, and what doesn’t, in a concentrated US-focused fund.
Recorded on June 24, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Leaving behind a legacy, sorting out details of your will, and figuring out plans for your estate… This type of legacy planning is vitally important, and financial advisors are well-positioned to assist clients with this meaningful work. Today's guest, Certified Executor Advisor and author Greg Barnsdale, offers ways for financial advisors to handle those delicate end-of-life conversations and discusses how it can lead to more financially and emotionally sound clients.
Recorded on June 18, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
For markets, all eyes on the Middle East means asset classes need to be seen through the lens of oil prices and the potential impact to the global economy. Will the relative calm in markets hold? How do we put this type of event into context globally? Today's guest is Fidelity International Investment Director Tom Stevenson, to help us shift through the noise amidst this new geopolitical reality.
Recorded on June 23, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
The last few months have been an extraordinary time to be diversified - to the fullest extent possible. Fidelity All-in-one ETFs were designed to proceed with precision and protection in exactly such unknown waters. By tapping into all investment factors - from low vol to quality and momentum - as well as giving investors exposure appropriate for their level of either conservatism, or more of a tilt to risk, Fidelity ETF’s have plowed through choppy waters since inception. Taking us through the expanding playing field for the Fidelity ETF line up on today's show is Director, ETF and Alternatives Strategy, Étienne Joncas Bouchard.
Recorded on June 11, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
With questions still not answered about the course of inflation in the United States, the Federal Reserve chose this week to keep rates on hold. Chairman Jerome Powell says he is comfortable enough with the economic growth and labour story to stick with his policy of no-sudden-movements. However, with a potential bite from tariffs still to come and a labour market showing continuing jobless claims at steady levels, how long can this rate position grind on for? And, how does the interest rate differential, globally, leave Canadians who are investors of the loonie? We are pleased today to be hearing the perspective of Fidelity’s Global Asset Allocation team with Institutional Portfolio Manager, Ilan Kolet.
Recorded on June 19, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
The popular Fidelity All-in-One ETF suite has expanded to include two new options: conservative income and fixed income. Tune in to hear ETF Strategist Vince Kraljevic discuss Fidelity’s larger ETF lineup, how all-in-one ETFs are designed, how they continue to resonate with investors and the lineup’s newest expansion.
Recorded on June 3, 2025.
This episode was originally presented as part of The Upside, now available on your podcast platform of choice.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Global stock markets have experienced significant volatility in 2025. April’s downturns triggered by U.S. tariffs have since rebounded, with emerging markets, European equities, and U.S. tech giants leading the global recovery story. Factor investing can help strengthen a portfolio during various stages of the cyclical market cycle. Looking ahead, investors are curious: What is the current market landscape as we wrap up Q2, and which factors are poised to benefit from the current environment? Is it time to be defensive, or is there more room to grow? We last spoke to today’s guest right before the tariff whirlwind. Is there more to the tariff story? Here to answer these questions and more is Bobby Barnes, Fidelity Head of Quantitative Index Solutions
Recorded on June 6, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
The average age at which Canadians are retiring has increased dramatically over the last 15 years. Combine that with individuals living longer, cost of living on the rise, and on-going market changes - there are several factors influencing the retirement landscape. On today's episode, our tax team of experts at Fidelity dives into the trends, insights, and concerns of Canadians from the newly released Fidelity Retirement Report. Incredibly, this is the 20th edition of the report! Joining today's show are Vice-President of Tax and Retirement Research Peter Bowen; and Directors of Tax and Retirement Research Michelle Munro and Jacqueline Power.
Recorded on June 13, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
The calm of last week’s trade has given way to the global headlines, and various asset class reactions therein. The questions swirling through geopolitical gyrations in recent days have led to two curious reactions - in the bond trade and the US dollar. Both have been the haven trades for decades, and both are getting shaken as the global trade structures change beneath our feet. However, investors' money flows to other areas of the world, and, when valued at lower prices, back into US asset classes. Helping us digest these new moves via his weekly charts and graphs for you is Fidelity Director of Global Macro, Jurrien Timmer.
Recorded on June 16, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Many things were playing out in the economy when the tariff shocks hit. One of them, importantly, was personal income growth. Consumers were in growth mode, and, as our next guest likes to remind investors, starting points matter. If corporate earnings were reaping the benefits of a ‘fit’ consumer, on balance, how much more could their bottom lines absorb, than if personal growth had been absent in the US economy? Joining the show today to explore this element of the corporate earnings story - and its connections to potential multiples growth - is Head of Quantitative Strategy at Fidelity, Denise Chisholm.
Recorded on June 12, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Denise Chisholm is a student of history who uses historical probability analysis when looking at the markets in her role as Director of Quantitative Market Strategy. On today's episode, Denise shares the sectors, trends and underlying indicators moving markets in June 2025 that investors should be looking at to evaluate the strength of the market.
Recorded on June 9, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
We stand at the halfway mark of what’s been a significant year in the markets so far. Severe tariff changes globally, a shift from U.S. exceptionalism to international investments, and government and policy changes in the U.S. and Canada, have all caused notable fluctuations in markets and currencies. So as it stands now, what changes in the economic landscape and what factors may drive investment opportunities in the second half of 2025? On today's episode, to share his overall thoughts on the market and what trends he’s keeping an eye is Fidelity Chief Investment Officer and Portfolio Manager Andrew Marchese.
Recorded on June 3, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Much of the equity trade so far this year has had an international flair. In the midst of a week flavoured by a difficult deficit backdrop, the headlines will be powered by the International trade agenda, both across the oceans, and here at home. How do investors get set with some new portfolio discussions that bring asset allocation for a new era to the fore? The man who has been thinking through this question over the past week - and has illustrated it for you - joins the show today, armed with charts and graphs that tell part of this market’s story. Joining the show today is Fidelity’s Head of Global Macro, Jurrien Timmer.
Recorded on June 9, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today's guest is Ilan Kolet, institutional portfolio manager and member of Fidelity's Global Asset Allocation, or GAA team. Ilan helps manage billions of dollars on behalf of Canadians. He discusses the latest Bank of Canada rate decision, what it means for Canadians, and what could be next. We'll also dive into the latest tariff news and unpack the U.S. tax bill. This show was initially presented as a live webcast of The Upside, our investor webcast.
Recorded on June 6, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
The Bank of Canada’s decision to leave interest rates at 2.75% tells Canadians that at this stage, the bank's eye is firmly on inflation. However, Governor Tiff Macklem made comments at the press conference showing a willingness to cut rates, if the Canadian economy showed signs of distress later this year. On today's show to help us dig into the considerations being taken by the BoC at this critical juncture - and for his view on how to allocate and balance portfolios in a somewhat more international trade, is Fidelity Portfolio Manager David Tulk.
Recorded on June 5, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Let's shift focus to a year from now. Keeping in mind the power of compounding, investing in high quality companies right now - in fortress North America - might just be the sensible option for investors sitting amidst rocky headline news. How can what you do today, in evaluating and choosing companies, help on the road to next year? Luckily, today's guest is the perfect person to put that question to. Joining the show today is Fidelity portfolio Manager Darren Lekkerkerker, who manages Fidelity North American Equity Class, Global Natural Resources Fund, and the equity sub-portfolio of Canadian Balanced.
Recorded on June 3, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Global markets have been shaken to the core after months of policy changes and tariff moves from the U.S. administration. As we steer away from this era of U.S. exceptionalism, eyes are on other investment opportunities across the globe. How is today's guest navigating complex market currents, and what areas is he leaning into? Joining the show today to discuss how he's unlocking global opportunities in China, other parts of Asia, Europe and elsewhere is Fidelity portfolio manager, Patrice Quirion.
Recorded on May 29, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
As investors stickhandle through news of global tariff uncertainty, an increasing option for steadying the ship is alternatives. Fidelity's growing universe of alts offers ways to include private real estate investments, cryptocurrencies and equity long/short strategy exposure to various portfolios. For instance, how can a longer term view on private real estate add ballast to your client's investments while short term market volatility reigns in these markets? On today's show to take us into the world of alternatives and how they could play a vital role in your clients' portfolios is Fidelity alternative investment strategist, Brendan Sims.
Recorded on May 30, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
As markets allowed for some relative calm through the end of last week, they are set up now for a heavy macro time. In the midst of a shifting trade narrative and with the ramifications of increasing global liquidity, can the equity markets quietly climb the wall of worry? Has the peak of uncertainty passed? Joining the show today to discuss his global macro view on equities, bonds and the players driving a more mercantilist world, is Fidelity Head of Global Macro, Jurrien Timmer.
Recorded on June 2, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
A broader look at the earnings picture shows revisions have been vast so far this year. A trend almost in lock step with the tariffs story. Does this overall market adjustment on earnings revisions suggest a contrarian signal? If it does, which sectors may be best positioned for potential earnings beats or, even earnings ‘meets’, on previous expectations. Also, if we have passed April’s peak tariffs worries are recession worries also in the rear-view mirror? Joining us to share her research on both the earnings picture and how she manages the math on recession risk is Denise Chisholm, Fidelity Director of Quantitative Market Strategy.
Recorded on May 29, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Emerging markets present the opportunity to invest in developing nations with fast-growing economies. In 2025, emerging markets have attracted significant investor interest, particularly in parts of Asia, Latin America and emerging Europe. Chinese equities have had a strong year, driven by fiscal stimulus and a recovery in large-cap tech stocks. But how will policy uncertainty and geopolitical tensions impact emerging markets? Will tariffs or the fluctuating U.S. dollar play a part? Host Pamela Ritchie is joined today by Abhijeet Singh, institutional portfolio manager, to discuss all of this and more.
Recorded on May 28, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On today’s episode, we’ll count down the top 5 May highlights from our FidelityConnects show. Connects is live daily for advisors, and then available on replay for all as a video podcast. Markets in May began like April, with global markets experiencing volatility. U.S. markets faced challenges due to President Trump’s trade policies, including the imposition of tariffs on imports from Canada, Mexico and China. By mid-May, the market showed signs of recovery, accelerated by eased trade tensions and investor optimism. Canadian stocks have remained stable, as have global markets, notably European and Chinese markets outperforming, driven by strong economic data and investor confidence. This show was initially presented as a live webcast of The Upside, our investor webcast.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
May marked the 10-year anniversary of Global Intrinsic Value Class. Spearheaded by Joel Tillinghast in 2015, the fund has steadily earned a reputation for its disciplined approach to global equity investing. As it enters its second decade, how is the team’s investment approach evolving to meet the demands of an increasingly complex global market? And what lessons from the past 10 years are shaping the next phase of the fund? Host Glen Davidson is joined by portfolio managers Sam Chamovitz, and Morgen Peck, alongside institutional portfolio manager, Naveed Rahman to discuss all this and more.
Recorded on May 27, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
President Donald Trump’s recent tariff threat on the European Union, followed by a subsequent delay, boosted European and Asian markets to start the week. What is currently shaping the markets, and what signals is today's guest looking to for clues about the path forward? Joining host Pamela Ritchie to unpack the macro themes on his radar, and to set you up for the trading week ahead is Fidelity Director of Global Macro, Jurrien Timmer.
Recorded on May 26, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
U.S. treasury yields are on the rise. Members of the House have approved a new bill with a staggering $4 trillion dollar price tag, pushing yields to levels not seen since 2023. With current yields suggesting caution while equity markets remain buoyant, our next guest says this disconnect could challenge the traditional 60/40 portfolio. Could this be a tailwind for long/short strategies. Joining host Pamela Ritchie to unpack the portfolio benefits of liquid alternatives and provide you with an update on Fidelity Long/Short Alternative Fund is portfolio manager, David Way.
Recorded on May 22, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
In an era of headline volatility, our next guest stands out for the conservative nature of her funds - focusing on downside protection and long-term resilience. So where is she finding the biggest alpha opportunities? And how do dividend-paying stocks bolster her downside protection? Host Pamela Ritchie is joined today by Ramona Persaud, Portfolio Manager, to unpack all this and more. Ramona manages several funds including Fidelity U.S. Dividend Fund.
Recorded on May 20, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Catch up on the best moments from VISION+, one of Fidelity’s premier advisor events, featuring insights from Patrice Quirion, Becky Baker and other Fidelity experts. VISION+ welcomed thousands of advisors in person and online who heard Fidelity’s portfolio managers share their latest perspectives on the markets and where they are finding investment opportunities. FOMO? Don’t worry. Today's podcast has the day’s top highlights for you. This show was initially presented as a live webcast of The Upside, our investor webcast.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
The price of oil has been declining. Brent crude and West Texas Intermediate - the two key benchmarks - are down more than 50% from their peak in 2022. Today's guest says, in a market hyper-focused on headwinds – particularly tariffs – it’s worth acknowledging that cheaper oil is like a sneaky little tax cut. What do lower oil prices signal about the markets, and which sector benefits most from this dynamic? Joining host Pamela Ritchie to unpack her latest market thesis, including the sectors on her radar, is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Young Canadians are already taking steps to save, invest and build a strong financial future. On today’s episode, join our panel of Fidelity experts to unpack a recent IPSOS study on young Canadian investing trends. Host Emily Anonuevo sits down with Kelly Lannan, Sarah Mocherniak and Audrey Kim to discuss what platforms young investors are using, who they are looking to for advice and what investing products are resonating with them. This show was initially presented as a live webcast of The Upside, our investor webcast.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
North American equity markets are seeing some relief. Markets got a massive boost after the U.S. and China agreed to a 90-day pause in their trade war. What is our next guest hearing from CEO’s about the trade volatility? And what investing strategy is he adopting as this all plays out? Joining host Pamela Ritchie for a look at how the Canadian investment landscape is unfolding, and how he’s navigating today’s markets is Joe Overdevest, portfolio manager of Fidelity Global Natural Resources fund.
Recorded on May 14, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On Thursday May 8, Fidelity Investments Canada hosted VISION+, a full-day event connecting Fidelity’s portfolio managers and experts with thousands of advisors joining both in-person and virtually across the country. Select sessions are available as FidelityConnects podcasts, and advisors can watch the event replay on fidelity.ca. On today's podcast, Patrice Quirion takes the stage at VISION+ to talk about the current global market environment, and his funds, Fidelity Global Fund, Global Concentrated Equity, and International Concentrated Equity.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Denise Chisholm is a student of history who uses historical probability analysis when looking at the markets in her role as Director of Quantitative Market Strategy. On this episode of The Upside, Denise will share the sectors, trends and underlying indicators moving markets in May 2025 that investors should looking at to evaluate the strength of the market. This show was initially presented as a live webcast of The Upside, our investor webcast.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Dividend-focused portfolio manager Ramona Persaud was rated by Morningstar as one of 2024’s top ten female portfolio managers, based on risk-adjusted returns. For Canadian investors, Ramona manages both U.S. and global funds: Fidelity U.S. Dividend Fund, and the equities sub-portfolio manager on Global Dividend and Global Monthly Income. In today's podcast, Ramona shares what she looks for in a dividend-paying company, reflects on 2025 so far, and provides a U.S. and global outlook for the remainder of the year. This show was initially presented as a live webcast of The Upside, our investor webcast.
Recorded on April 28, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On Thursday May 8, Fidelity Investments Canada hosted VISION+, a full-day event connecting Fidelity’s portfolio managers and experts with thousands of advisors joining both in-person and virtually across the country. Select sessions are available as FidelityConnects podcasts, and advisors can watch the event replay on fidelity.ca. On today's podcast, Adam Kramer and Scott Mensi take the stage at VISION+ to share their current positioning and outlook for the year ahead.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On Thursday May 8, Fidelity Investments Canada hosted VISION+, a full-day event connecting Fidelity’s portfolio managers and experts with thousands of advisors joining both in-person and virtually across the country. Select sessions are available as FidelityConnects podcasts, and advisors can watch the event replay on fidelity.ca. On today's podcast, Étienne Joncas-Bouchard and Brendan Sims take the stage at VISION+ to share their thoughts on industry trends in the ETF and alternatives space.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
After weeks of volatility, tech giants like Meta and Microsoft beat Wall Street expectations, lifting indices higher. Although earnings lifted tech stocks, it’s important to remember these results reflect a period before Liberation Day. So looking ahead with a longer-term lens, how is today's guest thinking about positioning? And which tech subindustry is he leaning into? Joining the show today to unpack what’s shaping the tech sector, and how he’s using his strategy to find opportunity, is Technology Innovators Fund Portfolio Manager, HyunHo Sohn.
Recorded on May 7, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On Thursday May 8, Fidelity Investments Canada hosted VISION+, a full-day event connecting Fidelity’s portfolio managers and experts with thousands of advisors joining both in-person and virtually across the country. Select sessions are available as FidelityConnects podcasts, and advisors can watch the event replay on fidelity.ca. On today's podcast, David Wolf, David Tulk and Ilan Kolet take the stage at VISION+ to talk about their global asset allocation outlook.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On Thursday May 8, Fidelity Investments Canada hosted VISION+, a full-day event connecting Fidelity’s portfolio managers and experts with thousands of advisors joining both in-person and virtually across the country. Select sessions are available as FidelityConnects podcasts, and advisors can watch the event replay on fidelity.ca. On today's podcast, Becky Baker takes the stage at VISION+ to talk about how Fidelity U.S. Growth Opportunities Class and the current market environment.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Markets rallied at the start of this week. In a significant development last weekend, the United States and China have agreed to a temporary trade deal. Negotiated in Geneva, the two countries will be drastically reducing tariffs on each other’s goods. Announced as an initial 90-day pause, this major de-escalation demonstrates that both countries want to focus on easing the escalating tensions seen over the last few months. What does this announcement mean for U.S. and international markets going forward? Joining the show today to unpack the macro themes on his radar, and to set you up for the trading week ahead, is Fidelity Director of Global Macro, Jurrien Timmer.
Recorded on May 12, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On Thursday May 8, Fidelity Investments Canada hosted VISION+, a full-day event connecting Fidelity’s portfolio managers and experts with thousands of advisors joining both in-person and virtually across the country. Select sessions are available as FidelityConnects podcasts, and advisors can watch the event replay on fidelity.ca. On today's podcast, Dave Way takes the stage at VISION+ to share his investment philosophy and his current market outlook.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Consumer spending is holding steady. Despite tariff announcements and a widening trade deficit, U.S. consumer spending increased solidly in March. But are we out of the woods? And how is Fidelity’s research culture empowering analysts to challenge ideas and drive results? Joining the show today are Director of Research and Portfolio Manager Steve MacMillan, and Equity Research Analysts David Cochrane and Nic Everett for a look at what’s driving U.S. equities, and where opportunity for investors may lie.
Recorded on May 6, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
U.S. equity markets are under pressure this morning following further tariff threats by President Trump. But as today's guest notes, we’ve now seen twice that sharp market selloffs have prompted the administration to retreat from its more extreme tariff measures. What clues might this tell us about spreads? And with a Federal Reserve announcement this week, might policymakers have no option but to stay on hold? Joining the show today to unpack the macro themes on his radar, and to set you up for the trading week ahead is Fidelity Director of Global Macro, Jurrien Timmer.
Recorded on May 5, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Tariffs top the worry list as earnings season kicks into high gear. In the industrials and energy sectors, leaders point to rising input costs and choppy demand, both driven by tariff uncertainty. How are today's guests navigating the noise, and still finding pockets of growth? And why might today’s environment be the perfect storm for long-term opportunity? Joining the show today for a closer look at how tariffs are impacting the global energy and U.S. industrials sectors are Equity Research Analysts Jin Hwang and Payton Liske.
Recorded on May 2, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
We're now into May, and April had no shortage of headlines with several major stories playing out globally. Tariffs and trade wars continue to be top of mind, as was an election for us Canadians. This episode will be reflecting on the month of April featuring clips from our Fidelity Connects and Upside webcasts. This show was initially presented as a live webcast of The Upside, our investor webcast.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
In today’s market environment, contrarian investing isn’t for the faint of heart. As the TSX continues to find its footing against the global market backdrop, investors are being challenged to look past the noise and stay focused on what truly creates value. This is where active management earns its keep and where conviction counts most. What if this environment isn’t chaos but calibration? Where is today's guest finding optimism amongst it all? Joining the show today for a look at how he’s navigating today’s market environment is Portfolio Manager Hugo Lavallée. Hugo manages several Fidelity funds including Fidelity Canadian Opportunities Fund and Fidelity Greater Canada Fund.
Recorded on May 1, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Election Day was earlier this week. After months of leadership uncertainty, Canadians now have a leader with a clear mandate. What might this mean for investors and future interest rate decisions? And as we close out the second quarter, what can recent flows tell us about investor sentiment? Joining the show today to discuss the second quarter in review, and for a look at what’s unfolding and how it may impact your portfolio, is Fidelity Director of ETFs, Andrei Bruno.
Recorded on April 28, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Canada has voted. The Liberals have secured a minority government. Led by Mark Carney, the party is leading with 168 seats, falling just shy of 172 needed for a majority. The Conservatives are set to remain in opposition. So, what could a 4th Liberal mandate mean for Canada’s economy, and your investments? And how are Canada and the world reacting to the news? On today's show, we have a panel of experts to break down the results of the federal election. David Herle is a former top advisor to Prime Minister Paul Martin, and host of popular political podcasts, “The Herle Burly” and “Curse of Politics”. David is also Partner at Rubicon Strategy. Also joining the show are Fidelity portfolio manager, David Wolf, and Fidelity Vice President of Tax and Retirement Research, Peter Bowen.
Recorded on April 29, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Average loans are currently trading around 95 cents on the dollar - the lowest since November 2023. And today's guest sees opportunity in the discount. Still, it’s not a market without its challenges. Investment sentiment is mixed, volatility has crept in, and there’s a wide dispersion in pricing. But that’s exactly where Fidelity’s deep research and active management can shine. So what role can loans play in portfolios today? And how is today's guest looking to history to navigate the current landscape? Joining the show today to unpack the state of the loan market, and what it could mean for investors right now is Fidelity Portfolio Manager, Eric Mollenhauer. Eric is the sub-portfolio manager of Fidelity Inflation-Focused Fund, and co-manages Fidelity Floating Rate High Income Fund.
Recorded on April 25, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
The federal election is just days away, and a record 7.3 million Canadians have already cast their ballot. With costed platforms now released by each major political party, how do each compare on key issues like taxes, housing, and economic recovery? I am pleased to be joined today by Canada’s Former Top Civil Servant, Michael Wernick for a look at how the election trail is unfolding, and what Canada’s first 100 days with a new Prime Minister might look like. Michael served as the 23rd Clerk of the Privy Council and Secretary to Cabinet from 2016 to 2019. With 28 years as an executive in the federal public service, including 17 years in the community of deputy ministers, and three as clerk, Michael is one of Canada’s most experienced and influential public sector leaders.
Recorded on April 24, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today we’re continuing our CEO series with a very special guest - the driving force behind one of the most influential social platforms on the web. Steve Huffman is the co-founder and CEO of Reddit - the online home to millions of conversations, including Fidelity Canada’s popular “Ask Me Anything” community. For those who may not be familiar with the platform, Reddit is a massive online network of communities where people dive deep into topics they are passionate about- from investing and personal finance to technology, science and pretty much everything in between. Under Steve’s leadership, Reddit has grown to a cultural force. So how is Reddit re-shaping the future of online engagement? And what opportunities does it present for advisors? Joining the show today is Reddit’s Co-Founder and CEO, Steve Huffman, to unpack all this and more.
Recorded on April 22, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
This month we’re celebrating 7 years of FidelityConnects - and 7 years of Fidelity Founders Class - a core equity strategy with a large-cap, growth bias, focused on harnessing the entrepreneurial spirit of founder-led companies. And in a full circle moment, Founders Class portfolio manager Dan Kelley was our first guest on Connects! As we reflect on the past seven years, we’ve seen a dynamic macro environment reshape the way investors think, act and allocate. So how has the environment influenced the way founder-led companies are identified? And what continues to drive long-term conviction? Joining the show today are portfolio managers Dan Kelley and Tom Williams, for a look back - and forward - at how those shifts have impacted both the market and the fund.
Recorded on April 23, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
For the first time in over five years, tech valuations have come down. Prices have cooled, but earnings expectations remain steady. This disconnect has caught the attention of today's guest - especially with the sector trading in line with consumer staples. So what’s driving this reset? And what might it tell investors about the tech sector moving forward? Joining the show today to unpack her latest market thesis, including the sectors on her radar, is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.
Recorded on April 24, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
U.S. equity markets opened under pressure at the start of this week. This drawdown comes after each of the three major averages logged a third weekly decline in the last four trading weeks. How anatomically similar is today’s market drawdown to 1998? And will it last, or is it just an interruption? Joining the show today to unpack the macro themes on his radar to set you up for the trading week ahead is Fidelity Director of Global Macro, Jurrien Timmer.
Recorded on April 21, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
The Bank of Canada is holding its key lending rate at 2.75 per cent. This is the first pause after seven consecutive rate cuts, and Macklem cites Trump’s tariffs for the decision. Is this the end of the bank’s easing cycle, or truly a pause in light of global trade uncertainty? Joining the show today to unpack all this and more is renowned economist Don Drummond. Don is a former Chief Economist at TD Financial Group, and current Stauffer-Dunning Fellow and Distinguished Visiting Scholar in the School of Policy Studies at Queens University.
Recorded on April 17, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Flows into international markets have surged. As investors grow cautious of President Trump’s trade policies, many are stepping away from the U.S. and putting their money elsewhere. Another hot spot for investors has been in Money Market funds. What messages are capital flows sending about the global economy? And as uncertainty prevails, which products can help protect and reduce risk? To help us make sense of it all in this month’s ETF Roundup is Fidelity Director of ETF and Alternatives Strategy, Etienne Joncas-Bouchard.
Recorded on April 16, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Join Ilan Kolet, Institutional Portfolio Manager, as he breaks down the latest Bank of Canada decision to hold the key lending rate at 2.75%, and its impact on inflation, mortgages and your wallet. Ilan, a former Bank of Canada analyst, will also explore how the upcoming federal election could affect Canadians’ finances, and the latest developments in tariff and trade troubles with our southern neighbours. This show was initially presented as a live webcast of The Upside, our investor webcast.
Recorded on April 17, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Positive news last week for Canada’s economy - the annual inflation rate fell to 2.3 per cent in March from 2.6 per cent in the previous month. While this drop offers a moment of relief for consumers and policymakers alike, it comes at a time when global markets grapple with mixed economic signals. With the U.S. seeing an exodus of investment, Canada’s market performance continues to stand out, outperforming its peers. What are some of the benefits to investing in Canada today? And which “super sectors” is today's guest closely watching? Joining the show today is Fidelity Director of Research and Portfolio Manager, Reetu Kumra, for a look at how a position in the Canada Long/Short Alternative Fund may benefit you and your clients.
Recorded on April 15, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
U.S. equity markets jumped at this week’s open after Trump announced a tariff exemption on select electronics. This rally emphasizes the fickleness of Trump’s governance style - reflecting the market volatility. By contrast, last week, all U.S. assets were on sale, which today's guest points out, raises the possibility that foreign investors are retreating their capital. And he says, “If a trade war morphs into a capital war, then there’s more at stake than tariffs.” Joining the show today to unpack the macro themes on his radar, and to set you up for the trading week ahead is Fidelity Director of Global Macro, Jurrien Timmer.
Recorded on April 14, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Canadian industrials are caught in the eye of the tariff storm. As trade tensions ripple through global supply chains, some sub-industries are finding unexpected opportunities in the reshuffling. What are some of the potential tariff off-ramps, and could they act as a positive catalyst for markets in the months ahead? Bobby Reynolds, Equity Research Analyst, is today's guest, joining host Pamela Ritchie for a deep dive into the forces driving Canada’s industrials and automotive sectors.
Recorded on April 11, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Fixed income investors have been taken on a wild ride recently. Though investors typically flock to treasury’s during times of market volatility, a bond sell off on Wednesday caused yields to spike. And when President Trump later announced a reprieve on most tariffs, followed by Thursday morning’s cooler-than-expected inflation report, yields swiftly lowered. How are our next guests digesting the latest market moves? And what do they think this might this mean for the Fed moving forward? Joining the show today to discuss all this and more through a fixed income lens are Fidelity Portfolio managers Sri Tella and Lee Ormiston.
Recorded on April 10, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Global markets did a 180 on Wednesday, marking a historical surge after Trump announced a 90-day reprieve on some his reciprocal tariffs. Thursday morning, markets settled lower at the open as investors remain cautious, recognizing that volatility is far from over. Still, some analysts see opportunity in the chaos, pointing to historical patterns that suggest sharp downturns can pave the way for strong rebounds. Joining today's show for another impactful edition of Sector Watch, is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.
Recorded on April 10, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Global markets opened sharply lower on Wednesday after China announced retaliatory tariffs on the U.S. Here at home, the ongoing trade war has pushed the TSX Composite to an eight-month low. As market uncertainty persists, what strategy is today's guest adopting, and which pockets of the market might Canadian investors want to focus on moving forward? Joining us today to unpack the Canadian equity landscape and to provide update on Fidelity True North® Fund is Portfolio Manager Max Lemieux.
Recorded on April 9, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Fidelity Canada recently launched a new investment opportunity for accredited investors - Fidelity Alternative Real Estate Trust. Co-managed by Brookfield Asset Management, the fund holds a mix of public and private real estate investments, combining the best of both worlds in one core portfolio. So, why should this fund be on your radar, and what sets this fund apart from others on the market? Joining host Pamela Ritchie to introduce the fund is Portfolio Manager Don Newman, and Director of Alternatives, Rory Poole.
Recorded on April 8, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Just two months ago the S&P500 closed at an all-time high. Now, the index is down 17% - hovering just shy of bear market territory. As investors wait with bated breath, does today's guest see this as a short-term correction, or the beginning of something bigger? Joining the show today to unpack the macro themes on his radar, and what they may mean for you, is Fidelity Director of Global Macro, Jurrien Timmer.
Recorded on April 7, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
A broad-based market pullback is unfolding worldwide. The rollout of Trump’s tariffs has investors worried about the path forward. High yield bonds and other credit assets have generally provided greater risk-adjusted returns for investors. Today's guest says that the way he has been navigating the landscape provides investors with a good cushion. Might now be a good time to buy high yield on the current market weakness? Which strategies is he using for today’s market cycle? Joining the show today to discuss what’s shaping the global bond landscape, and where he’s finding opportunities is Fidelity Portfolio Manager Peter Khan.
Recorded on April 4, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
In today’s volatile market, staying nimble is key. And investing in a portfolio that can manage risk while offering global exposure could be your ticket to paradise. How are today's guests leveraging their strategy to successfully navigate today’s market environment? And which market sectors are they closely monitoring? Joining the show today to discuss opportunities in global small caps for the months ahead are portfolio managers Connor Gordon and Chris Maludzinski. Together, they manage Fidelity Global Small Cap Opportunities fund.
Recorded on April 3, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Tax season is in full swing, and Fidelity is here to help. From key tax changes to new measures that could impact your bottom line, today's guest is here to answer your most pressing tax questions. How will updates to capital gains and corporate class structures impact investors? And what other tax measures should be on your radar before the deadline? Joining the show today to unpack all this and more, is Fidelity Director of Tax and Retirement Research, Jacqueline Power.
Recorded on April 2, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
It’s the start of the second quarter, and North American equity markets are under pressure. Despite ongoing headwinds, today's guest is keeping a close eye on emerging opportunities as the landscape continues to evolve. With volatility in focus, where should investors be looking for resilience? And how can advisors help clients stay the course in uncertain times? Joining the show today is Portfolio Manager Patrice Quirion, to unpack all of this and more. Patrice manages several Fidelity funds including Fidelity International Concentrated Fund and Fidelity Global Fund.
Recorded on April 1, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
North American equity markets stumbled at the open of the last trading day of the first quarter. While some investors worry about market declines, our next guest says the data points to a slowdown, not a recession. So should you use this drawdown as a buying opportunity? Joining the show today to unpack the macro themes on his radar for the trading week ahead, and what they may mean for you and your investments, is Fidelity Director of Global Macro, Jurrien Timmer.
Recorded on March 31, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
International equities are leading the charge. Even with the ongoing war in Ukraine, tariff concerns, and uncertain global growth, today's guest says this is a reminder that markets don’t always behave the way we expect. So if you’re only focused on the US market, remember - you’re missing out on 70 per cent of the world. Might this be the catalyst for change? Joining the show today to discuss what’s unfolding in Europe, Japan, and beyond, is Jed Weiss, Portfolio Manager of Fidelity International Growth Fund.
Recorded on March 28, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Continuing February's trends, March was a busy month, filled with market volatility, a developing trade war, and a changing political landscape here in Canada. On this episode, we'll be reflecting on the month that was, featuring Fidelity's portfolio managers, subject matter experts, and special guests. This show was initially presented as a live webcast of The Upside, our investor webcast.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
If you Google the word “recession” you’ll notice a clear trend - search spikes tend to peak during actual recessions. Last week, Google searches for “recession” were at an all-time high. But today's guest notes that this doesn’t necessarily signal an impending downturn. In fact, the data tells her that the market might have hidden opportunities for growth, and that the current market drop might not be as bad as investors think. Joining the show today to share which market indicators are shaping her analysis this week is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.
Recorded on March 27, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
In this quarter’s episode of Timmer Time, Jurrien Timmer, Fidelity’s Director of Global macro, provides a breakdown of how tariffs work, their potential market impacts, and answers key market questions for investors.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Canadians are headed to the polls. Just nine days after being sworn in as Prime Minister, Mark Carney has called a snap election for April 28th. Amid growing concerns around housing, immigration and an unprecedented trade war, voters are being asked to decide who they trust to lead the country forward. What does this snap election mean for investors and the economy? And how might each party’s platform impact key sectors? Joining the show today to unpack what you should be watching for in the days and weeks ahead, are Institutional Portfolio Manager, Ilan Kolet, and political journalist and Editor-at-Large at The Hub, Theo Argitis.
Recorded on March 25, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Markets are up this morning as reports circulate that the Trump administration could reduce the scope of tariffs scheduled to come into effect April 2nd. Cars, microchips and pharmaceuticals could be left out of those levies. But the Fed says even though growth remains solid, the economic outlook still remains uncertain. The impact of Trump’s policies continue to have a hold on markets, so as we brace for more change, what might it all mean for investors? Joining the show today to unpack the macro themes on his radar, and what it all may mean for you, is Fidelity Director of Global Macro, Jurrien Timmer.
Recorded on March 24, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
It’s been a mixed picture for treasury yields this week amidst the ongoing volatility. Despite the recent lows, US yields are still above the five-year average, making bonds an attractive investment to many. Which factors are driving the appeal of fixed income investments? And why might the Fidelity team be the right choice for you? Joining the show today for his fresh perspectives on the bond market, including his take on the Fed’s latest interest rate decision is Fidelity Portfolio Manager Celso Muñoz. Celso co-manages several funds including Fidelity Multi-Sector Bond Fund and Fidelity Tactical Credit Fund.
Recorded on March 21, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Europe is seeing a resurgence in investor interest. As President Trump’s tariff policies continue to fuel concerns of an economic downturn, market participants have turned their attention beyond the US. Is there more room for international markets to rise? And which investment themes is today's guest watching closely? Joining the show today to unpack his perspectives on the global market landscape is Fidelity Investment Director Tom Stevenson.
Recorded on March 19, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
The Federal Reserve has left its benchmark rate unchanged. Staying steady between 4.25 and 4.5 per cent, Fed Chair Powell stated that Trump’s tariffs threaten to slow the economy’s growth even more. During the press conference, Powell said that while “we were getting close and closer” to stabilizing prices, “I wouldn’t say we were at that.” Joining the show today to unpack the latest Fed decision, and what it means for inflation and the global economy, is Portfolio Manager, David Tulk.
Recorded on March 20, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On today's show, Fidelity Canada’s tax and estate planning experts unpack the Q&A from their recent Reddit AMA (Ask Me Anything). Are you looking to leverage a registered account such as an RRSP, TFSA or FHSA to your advantage? Purchasing your first home? Have elderly people in your life and need to consider an estate plan? Or maybe you want to get ahead and set your family up for success? Now is the perfect time to start thinking about smart financial decisions for yourself and loved ones.
Recorded on February 28, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Brookfield Real Estate is a global leader in property investment and management. With a diverse portfolio spanning residential, office, and retail sectors worldwide, Brookfield Real Estate remains at the forefront of industry innovation. Today's guest is at the helm of this dynamic business. As CEO, Brian Kingston oversees investments, operations, and the expansion of the Real Estate business. Under his leadership, Brookfield has conducted a wide range of mergers and acquisitions, further strengthening its global presence. Joining the show today is Brian Kingston, Chief Executive Officer of Brookfield's Real Estate business, for the third instalment of our series of conversations with CEO’s, to provide a look at how he’s navigating the complexities of today’s real estate market, and his vision for the future of the industry.
Recorded on March 18, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Bonds and equities continue to attract strong inflows. And for the first time in a long time, international equities have been selling on par with US equities, signalling a shift in where investors are putting their money. How are changes in global fiscal policies, especially in Europe, impacting international investment strategies? With more investors seeking diversification, how can Fidelity All-in-One ETF’s help clients balance their portfolios? Joining the show today to unpack all this and more is Fidelity Director of ETFs and Alternatives Strategy, Etienne Joncas-Bouchard.
Recorded on March 14, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
The Bank of Canada has cut its benchmark interest rate by 25 basis points. Sitting now at 2.75%, this is the lowest policy rate since 2022. B.O.C. Governor Tiff Macklem told reporters that while Canada’s economy finished 2024 on solid footing, it is now facing a new challenge due to the trade war with the US. What does this decision mean for fixed income and credit markets? Joining the show today for their reaction to the latest Bank of Canada rate decision, and what it may mean for Canadian investors, are Portfolio Managers Sri Tella and Lee Ormiston.
Recorded on March 13, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
At the start of the year, Fidelity Canada launched three new products built on Fidelity's robust quantitative and fundamental research. These new products and many others including Fidelity’s Factor ETFs are managed by Fidelity's Quantitative Research and Investments Team, which includes more than 200 dedicated quant developers and technologists. In today’s digital age where data is playing an increasingly important role in every facet of life, quantitative investing is expected to grow in the marketplace in the years and decades to come. Joining the show today is Neil Constable, Fidelity Head of Quantitative Research and Investments, to further unpack how the Quantitative Research and Investment Division fits within the broader Fidelity ecosystem and share how these new data-driven solutions may benefit you.
Recorded on March 12, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
With both the Ontario election and Liberal leadership race now decided, the attention of the nation is on the upcoming spring federal election. Under the threat - and the reality - of tariffs from the United States, Canadians are at an unfamiliar point in the nation’s history. How might new federal leadership deliver policy to help steer us into a new era of Canada/U.S. relations? Joining the show today to offer their insights into everything from tax policy to build-outs of A.I. and defence spending, as well as all things politics are Kory Teneycke, former director of communications to Prime Minister Stephen Harper and CEO of Rubicon Strategy, and David Herle, former top advisor to Prime Minister Paul Martin, and Partner at Rubicon Strategy.
Recorded on March 11, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Tariff discussions dominated last week’s news cycle, and with market uncertainty still high, major U.S. and Canadian indexes are down to start the week, with the DOW down 200 points. With some citing potential recession fears, what might it all mean for investors? Joining the show today to unpack the macro themes on his radar, and what it may mean for you, is Fidelity Director of Global Macro, Jurrien Timmer.
Recorded on March 10, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
The U.S. tariffs on Canada and Mexico have sparked industry disruptions. Just yesterday, President Trump announced he will lower the threatened 25 per cent tariff rate on Canadian potash to 10 per cent, after facing backlash from American farmers. Beyond potash, other areas like lumber and metals producers are feeling the heat. How are tariffs and policy demand affecting the materials sector? And which companies are better positioned to weather these impacts?Joining the show today to break down what’s shaping the materials sectors for this quarter and beyond is Equity Research Analyst Claire Fleming.
Recorded on March 7, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
With potential U.S. tariffs on Canada, and other news in the headlines, investing in the markets can feel scary. It doesn’t have to be. Tune in to listen to Fidelity’s experts managers on the latest in Canada-U.S. relations, their long-term perspectives on the markets and where they are finding investment opportunities to protect and grow people’s hard-earned savings. Additional insights from Andrew Marchese and Don Newman. This show was initially presented as a live webcast of The Upside, our investor webcast on March 6, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
It’s like the classic tale of “he said, she said”, but this time, it’s a battle between two different inflation indicators. The University of Michigan’s survey on long-term inflation expectations rose to the highest level in almost three decades. While their expectations have surged, market-based measures – such as TIPS breakevens - have been far more stable, showing a more modest rise over the last six months. So historically, which measure has been a better guide? Joining the show today to unpack all this and more, including the sectors she favours in today’s market uncertainty is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.
Recorded on March 6, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
President Donald Trump’s sweeping tariffs on Canada, Mexico, and China have world leaders and markets reacting sharply. Speaking from Parliament Hill last week, Prime Minister Trudeau says Canada will immediately begin implementing 25 per cent tariffs against 155 billion dollars’ worth of American Goods. Trudeau bluntly called Trump’s blanket tariffs “dumb”, and said Canadians “will not back down from a fight.” How will these tariffs impact Canadian industries and sectors? And how should Canadian officials approach negotiations and trade talks moving forward? To help us explore Canada’s next steps, former Canadian ambassador to the U.S. during the Obama and Trump administrations, David MacNaughton, joins the show today.
Recorded on March 5, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
So what is a tariff? Tariffs are taxes imposed by a country on imports from another, a varying percentage of the value of that import. In the U.S. the tariffs are paid by the importer to the U.S. Treasury, collected by the Customs and Border Protection agents. As far back as November, then president-elect Trump hinted at the possibility of imposing tariffs and now in early March the tariffs have been implemented. Today we have comments from five Fidelity experts to unpack how they are staying informed and level-headed, while aiming to protect investors hard-earned savings. This was initially presented as an episode of The Upside, our investor webcast.
Recorded on March 3 - 6, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Trump’s tariffs are now in motion. North American equity markets dipped last week following the effect of the 25% tax on goods from Mexico and Canada, along with an additional 10% duty on Chinese imports. With market uncertainty unfolding, dividend investing takes centre stage, offering investors stability in volatile times. As we see a shift in market dynamics, how is today's guest spotting the best dividend opportunities without taking undue risk? Joining the show today to discuss his outlook for the months ahead is Fidelity Dividend Fund Portfolio Manager, Don Newman.
Recorded on March 4, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
At Fidelity, we’re here to help. From expert insights to innovative investment solutions, we’re committed to guiding you through your investment journey. We’re also excited to introduce new products designed to help investors navigate today’s markets with confidence. Joining the show today for a look at how Fidelity is here to empower you is Fidelity Vice President of Product, Andrew Clee.
Recorded on March 3, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
2024 was an exceptional year for momentum. AI driven names helped fuel this win. But as 2025 unfolds, unveiling an air of uncertainty in the markets, today's guest says there is another factor stirring the pot. Joining the show today to discuss the factors shaping today’s markets and why, is Fidelity Head of Quantitative Index Solutions, Bobby Barnes.
Recorded on February 28, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Are politics in Canada and the U.S. dominating your news and social feed – and do they have you worrying about your investment portfolios? Tune in to learn about how Fidelity’s investing pros are thinking long-term and trying to step ahead. Fidelity Institutional Portfolio Manager and former Bank of Canada analyst, Ilan Kolet, will talk about what's happening in Canada and ways he is protecting clients portfolios. Tom Stevenson, Investment Director, Fidelity International, will share global impacts and where there might be investment opportunities in Asia, Europe and around the world. Additional insights from Jurrien Timmer, KY Wong, and Pedro Antunes. This show was initially presented as a live webcast of The Upside, our investor webcast on March 4, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Microcap stocks can be seen as risky, but for those with the right expertise, they can unlock a world of opportunity. Today's guest manages Fidelity Global Micro-Cap fund, leveraging a unique approach that combines value, quality, and both quantitative and fundamental analysis to find hidden gems. Where is he finding the best opportunities right now? And how might U.S. policy shifts and global valuations impact microcap investors? Joining the show today to share his investment style, and how he’s navigating global markets, is Portfolio Manager, Salim Hart.
Recorded on February 27, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Markets have been anything but predictable over the last four years. And for some investors, it hasn’t exactly been their type of market. Today's guest says it’s time to look beyond the Magnificent 7 and explore smaller, overlooked spaces. Joining the show today to share his perspectives on today’s markets, including where he’s finding value-oriented investing opportunities around the globe, is Portfolio Manager Dan Dupont.
Recorded on February 26, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
February has been a busy month, with some volatility in the markets, looming tariffs from our neighbours down south, and the upcoming changes to the political landscape here in Canada. So today we’re going to be diving into the top market stories, surprises and what should be on your investing radar in the near future. This show was initially presented as a live webcast of The Upside, our investor webcast.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
North American equity markets opened flat at the start of last week, as consumer confidence continues to find its footing. Concerns about tariffs and inflation, coupled with last week's batch of weak economic data raised some warning flags about US growth prospects. Despite the current market challenges, today's guest feels confident in his positioning, and even sees opportunity for Canadian equities later this year. Joining the show today to discuss how he’s navigating the North American equity market landscape is Portfolio Manager Darren Lekkerkerker.
Recorded on February 25, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
President Trump has pushed the reset button on the Canada/U.S. relationship, and Canada is now embroiled in a trade war it never wanted. The Conference Board of Canada recently examined how we will need to rethink how we engage with the U.S. and the rest of the world. Pedro Antunes, Chief Economist at the Conference Board of Canada, discusses their "Canada in a Changing World series" with host Pamela Ritchie.
Recorded on February 21, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Markets are moving fast. But the US market? Not so much. The Mag 7 hasn’t hit a new high since mid-December, and the broader market seems to be stuck in place. But while Wall Street pauses, global markets are heating up - especially in Europe and China. The MSCI Europe Index has been on a tear, signalling a potential shift in momentum. So what might this mean for investors looking beyond the US? Joining the show today to unpack the macro themes on his radar, and what it may mean for you, is Fidelity Director of Global Macro, Jurrien Timmer.
Recorded on February 24, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
The Fed minutes are out, and policymakers are ready to hold rates steady until further improvement on inflation and the debt ceiling. US treasury yields slightly dipped on the news, still hovering around 5 per cent. Today's guest calls this is ‘extraordinarily attractive’ compared to historical yields. So, what are today’s markets signalling for the bond investor? And how is our next guest navigating the fixed income landscape? Joining the show today to unpack his views on today’s fixed income markets is Institutional Portfolio Manager Beau Coash.
Recorded on February 21, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Billionaire Elon Musk has found a new home in Washington as a Senior Advisor to the President. And he’s been cracking down on what he calls “wasteful” government spending by DOGE - the Department of Government Efficiency. After years of well above average growth, what might a contraction in government spending mean for markets and the economy? Joining the show today to discuss her latest sector thesis is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.
Recorded on February 20, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
With an aim to achieve long-term capital growth, the recently launched Fidelity Advanced U.S. Equity Fund uses a proprietary quantitative model based on advanced research capabilities in the construction of its portfolio. Where might this strategy fit within a portfolio? How is Fidelity working to help you stay ahead of emerging opportunities? Christopher Lee, Portfolio Manager, and Gilbert Haddad, Head of Advanced Strategies and Research, join host Glen Davidson to unpack how Fidelity’s proprietary fundamental research and quantitative capabilities come together in this strategy.
Recorded on February 18, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
President Donald Trump has yet to complete his first month in office and he has already signed more than 65 executive orders - the most in any President’s first 100 days in more than 40 years. President Trump’s latest order: a newly formed energy council that seeks to win the AI race with China. Joe Overdevest, Portfolio Manager, is today’s guest, and as markets react to the uncertainty out of Washington, Joe says these are the moments to “turn lemons into lemonade.” Amid the volatility, where might the silver lining for investors lie? And how are today’s macro factors influencing our next guest’s investing strategy? Joe shares his latest thoughts on energy, commodities, and where he’s seeing long-term opportunities.
Recorded on February 18, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Fidelity Managed Portfolios has surpassed $50 billion dollars in assets. With several solutions to choose from, Fidelity Managed Portfolios utilize a range of investment styles to fit your needs. How is the Global Asset Allocation team working to continue driving performance for investors? Why should advisors consider incorporating them into client RRSPs? David Wolf, Portfolio Manager, is today’s guest, joining host Pamela Ritchie to unpack the latest market action influencing the Global Asset Allocation team.
Recorded on February 12, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Over the least three years, the consumer staples sector has lagged behind the broader S&P 500. The first US CPI reading of 2025 showed core inflation rising at its fastest pace in nearly a year, amid a further uptick in goods prices and ongoing stickiness in services inflation. What are the factors driving the hesitancy to be invest in consumer staples? Is an upside around the corner? Joining us to unpack today’s consumer story is Chase Bethel, Fidelity Equity Research Analyst, who covers the US Staples, Retails and Hardlines sectors.
Recorded on February 14, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Canadian ETF inflows hit $76 billion dollars in 2024 - a 45% increase from the previous record set in 2021. A big trend was flows returning to bonds and duration. While crypto was a huge driver of flows in the US, it wasn’t so hot with Canadian investors. What are some of the trends shaping the ETF space today, and how can investors benefit from Fidelity All In One ETFs? Etienne Joncas-Bouchard, Director of ETFs and Alternatives Strategy, joins host Pamela Ritchie on today’s podcast.
Recorded on February 12, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
There are only a few weeks left in RRSP season before tax season kicks into high gear. Add in the marquee tax topic of the year - the capital gains inclusion rate - and you have a full plate of financial decisions to navigate. With tax season around the corner, are you prepared for what’s ahead? And how can you make the most of RRSP season? Joining the show today to unpack all this and more, including a look at the latest tax and policy changes, is Fidelity Vice President of Tax and Retirement Research Peter Bowen, and Fidelity Director of Tax and Retirement Research, Michelle Munro.
Recorded on February 11, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Do you want to make the most out of your money this RRSP season? Hear from fellow Canadians on how they feel about this annual practice and learn from industry experts about retirement insights – whether you’re early, mid or tenured in your career. We’ll be joined by Fidelity’s tax and retirement experts Michelle Munro and Jacqueline Power and tax and estate planning expert Giselle de Sousa. Not sure what RRSP season is? Don’t worry, you’re not alone. Tune in to find out! Remember, working with a financial advisor can provide you with the experience and resources to achieve your goals and make the most of your money.
VIDEO ON! This video was first released as an episode of Fidelity Canada’s “The Upside” investor webcast series.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
U.S. equities opened higher this week as investors brace for key economic reports. On deck for release is U.S. CPI, PPI, and retail sales data. Fed Chair Jerome Powell also took to Capitol Hill for his semiannual testimony to lawmakers earlier this week. Joining the show today to unpack the macro themes on his radar this busy week ahead, and what it may mean for you, is Fidelity Director of Global Macro, Jurrien Timmer.
Recorded on February 10, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
The healthcare industry stands at a turning point. Aging populations, surging demand, and rising costs are among the key pressures facing global health care. However, these challenges also open the door to opportunities in innovation. What could be the top health care trends of 2025? And how is today’s guest navigating the current market environment? Alex Gold, Portfolio Manager, Fidelity Global Health Care Fund, joins host Pamela Ritchie to share his outlook on the global health care sector in 2025, and the themes he’s watching this year.
Recorded on February 7, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
With tariffs in focus, today's guest looks to history for market clues. She says that, according to history, “the more you see tariffs, the more you see a disinflationary trend." And she reveals three key lessons history can teach us. What are these lessons? And what are the top sectors in her playbook for the current market environment? Joining the show today to discuss her latest sector thesis is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.
Recorded on February 6, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
U.S. President Trump has hit pause on his tariff war with Canada and Mexico - a move that calmed consumers and investors around the world. Despite China announcing new retaliatory tariffs on select American imports, market sentiment remained cautiously optimistic. To what extent does President Trump’s tariff strategy reflect a genuine commitment to border security? And how might a trade war reshape international trade dynamics and geopolitical alliances? Joining today's show is Steve Verheul, Canada’s former Chief Trade Negotiator, for an insightful conversation on trade policy and negotiation, and what incoming tariffs may mean for investors. As Canada’s Chief Trade Negotiator from 2017 to 2021, Steve was responsible for negotiating Canada’s most important trade deals including the new NAFTA, or, USMCA, and the Canada-European Union trade agreement. Most recently, Steve served as a special advisor on trade policy to Canada’s Deputy Minister of Finance.
Recorded on February 5, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
To impose tariffs or not… that is the question. This week has been a whirlwind for Canada and the U.S., as it was announced that Trump’s impending tariffs would be paused for 30 days. With Trump in office for just shy of one month, market volatility is surging - and today's guest has the perfect word for the new administration: mercurial. How might investors turn moments of uncertainty into opportunity? Joining the show today to unpack where she’s finding high-quality investment opportunities in today’s market environment, and to provide an update on Fidelity U.S. Dividend Fund is portfolio manager, Ramona Persaud.
Recorded on February 4, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Join Ilan Kolet, Institutional Portfolio Manager, to understand how politics will affect your wallet in 2025. Ilan, a former Bank of Canada economist, provides context on how the political noise could affect your investment strategies during RRSP season, and provides an update on Fidelity Managed Portfolios. Also hear from Fidelity Portfolio Managers and leading political experts as they unpack news on both sides of the border. Prime Minister Trudeau’s resignation, a looming Canadian election and what’s next for fiscal policies. Also President Trump’s second term, trade and tariffs and the impact on geopolitics. This video was first released as an episode of Fidelity Canada’s “The Upside” investor webcast series.
Recorded February 6, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
The largest U.S. banks posted significant fourth-quarter revenue and profit gains. Earlier this month, U.S. banks reported positive earnings thanks in large part to busy trading during U.S. election season. Here at home, Canadian banks posted mixed earnings as mortgage renewals, rate cuts and credit loss provisions topped investor worries. What might be some of the headwinds for Canadian banks this year? And why does today's guest say this is the year of stabilization for banking sector? Joining the show today to unpack the latest in Canadian and U.S. financials, including what’s driving performance, and how tariffs may impact the sector in 2025 is Fidelity Equity Research Analyst, Thomas Goldthorpe.
Recorded on January 31, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Over the weekend, President Trump announced his intention to follow through with his tariff threat on key trading partners. Canada was to see a 25% tariff on goods exported to the United States, and a 10% tariff on energy resources. In response, the Canadian government was set to impose 25% tariffs on $30 billion dollars in goods imported from the US. These tariffs were ultimately averted, but the threat of future tariffs still looms over the North American economy. Joining the show today to unpack what this development means for global markets, and our integrated economies, is Fidelity Director of Global Macro, Jurrien Timmer.
Recorded on February 3, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
The Bank of Canada has cut its key interest rate by 25 basis points. This is the sixth consecutive cut by the bank, and it brings their key lending rate to 3%. With Trump’s tariff threat looming over Canada, what might this mean for future cuts? And what might it all mean for the economy, the dollar, and your investment decisions? Joining the show today to unpack all this and more is renowned economist Don Drummond. Don is a former Chief Economist at TD Financial Group, and current Stauffer-Dunning Fellow and Distinguished Visiting Scholar in the School of Policy Studies at Queens University.
Recorded on January 30, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Some of the biggest names making noise on Wall Street are founder-led. Notably, early last week, DeepSeek sent equity markets into a frenzy, highlighting the powerful impact of companies led by their original visionaries. What are some of the founder-led companies are making noise in today’s marketplace? And which themes are helping today's guest decide which companies to invest in? Joining the show today to discuss all this and more is Fidelity Founders Class portfolio manager, Dan Kelley.
Recorded on January 29, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On Wednesday January 22, Fidelity Investments Canada hosted VISION 2025 Toronto, a full-day event connecting Fidelity’s portfolio managers and experts with thousands of advisors joining both in-person and virtually across the country. During the afternoon the Fidelity Global Equity+ Fund trio of portfolio managers hit the stage. Hugo Lavallée moderated the session with his colleagues Dan Dupont and Mark Schmehl. We’ll hear today how this fund is a combination of their distinct styles, setting the fund apart and bringing diversification. These experienced portfolio managers who all manage funds of their own and have worked together for 20 years, hit the stage for nearly an hour.
Advisors can watch full video replays of the event and qualify for CE Credits. Please visit fidelity.ca or reach out to your wholesaler for more information.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Fidelity Canada launched three new products on Tuesday January 28. Built on Fidelity's robust quantitative and fundamental research, these new products are managed by Fidelity’s Quantitative Research & Investments team. In today’s digital age where data is playing an increasingly important role in every facet of life, quantitative investing is expected to grow in the marketplace in the years and decades to come. Today we’re joined by Neil Constable, Fidelity Head of Quantitative Research and Investments, to unpack how the Quantitative Research and Investment division fits within the broader Fidelity ecosystem and share how these new data-driven products may benefit clients.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On Wednesday January 22, Fidelity Investments Canada hosted VISION 2025 Toronto, a full-day event connecting Fidelity’s portfolio managers and experts with thousands of advisors joining both in-person and virtually across the country. Portfolio manager Will Danoff hit the stage in the afternoon, sitting down with moderator Glen Davidson. Among other topics, Will shared his main takeaways investing in 2024, and what he is focused on for 2025. Also, a look at his investment process, what has contributed to his success over a long career, and his thoughts on the current market environment and macroeconomic backdrop. For Canadian investors, Will manages Fidelity Insights Class.
Advisors can watch full video replays of the event and qualify for CE Credits. Please visit fidelity.ca or reach out to your wholesaler for more information.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
President Trump is continuing to threaten tariffs on Canada. What could tariffs do to the Canadian economy, the loonie, and consumers? Fidelity Investments experts weight in on this developing story, first released as an episode of Fidelity Canada’s “The Upside” investor webcast series. Today we hear from Ilan Kolet, Institutional Portfolio Manager, Reetu Kumra, Director of Research and Portfolio Manager, and Equity Research Analysts Bobby Reynolds, Claire Fleming, Andrew Hall, and Thomas Goldthorpe.
Recorded January 23 – 30, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Trump’s tariff threat and a strong U.S. dollar are putting pressure on Emerging Markets. While China’s economic activity accelerated more than expected in the final three months of 2024, was this short-lived? And within which regions does today's guest see value in over the next few months? Joining the show today discuss the investment themes shaping Fidelity Emerging Markets Fund for the months ahead is Institutional Portfolio Manager Abhijeet Singh.
Recorded on January 24, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
U.S. equity markets have retreated this week following a two-week hot streak. Big Tech is set to report their Q4 earnings, and the Federal Reserve will hold its first policy meeting of the year. What key trends should investors look for in Q4 results? And how might the Fed’s first policy meeting of the year set the tone for markets in 2025? Joining the show today to unpack the macro themes on his radar, and to set you up for the trading week ahead, is Fidelity Director of Global Macro, Jurrien Timmer.
Recorded on January 27, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On Wednesday January 22, Fidelity Investments Canada hosted VISION 2025 Toronto, a full-day event connecting Fidelity’s portfolio managers and experts with thousands of advisors joining both in-person and virtually across the country. Portfolio manager Steve Dufour closed out the morning sessions, speaking with moderator Agnes Doherty. Steve’s session is today’s podcast. We’ll hear about Steve’s investment process for his fund, Fidelity U.S. Focused Stock Fund, as well as his thoughts on the current market environment, and outlook for 2025.
Advisors can watch full video replays of the event and qualify for CE Credits. Please visit fidelity.ca or reach out to your wholesaler for more information.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On Wednesday January 22, Fidelity Investments Canada hosted VISION 2025 Toronto, a full-day event connecting Fidelity’s portfolio managers and experts with thousands of advisors joining both in-person and virtually across the country. For today’s podcast we’re bringing you an audio replay of portfolio manager Connor Gordon’s session. Connor speaks with moderator Agnes Doherty about the benefits of investing in small caps right now, how Connor’s fund looks to uncover hidden gems, and what under-the-radar industries or themes within small-caps he’s seeing. For Canadian investors, Connor manages Fidelity Global Small Cap Opportunities Fund alongside portfolio manager Chris Maludzinski.
Advisors can watch full video replays of the event and qualify for CE Credits. Please visit fidelity.ca or reach out to your wholesaler for more information.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
President Trump has been in office for just a week and has already announced several economic and political measures. It’s his 25% tariff threat on Canadian imports - which could be imposed as soon as February 1st - that has Canadians on the edge of their seat. With Trudeau having stepped down as Prime Minister, and a federal government prorogued until March 24th, how is Canada preparing to address the impending tariffs? And how might Canada’s and America’s shifting political landscape influence fiscal policies, and your investment strategies? Joining the show today to unpack all this and more, are Tim Hudak, Partner at Counsel Public Affairs - one of Canada’s leading public affairs agencies, and former Federal Minister and NAFTA Council Member, James Moore.
Recorded on January 23, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On Wednesday January 22, Fidelity Investments Canada hosted VISION 2025 Toronto, a full-day event connecting Fidelity’s portfolio managers and experts with thousands of advisors joining both in-person and virtually across the country. For today’s podcast we’re bringing you the second session of the day, featuring Neil Constable, Head of Quantitative Research and Investments. Neil speaks with moderator Glen Davidson about his career path, trends and quantitative research and how his large team operates, and introduces new Fidelity Canada products launching on January 28.
Advisors can watch full video replays of the event and qualify for CE Credits. Please visit fidelity.ca or reach out to your wholesaler for more information.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On Wednesday January 22, Fidelity Investments Canada hosted VISION 2025 Toronto, a full-day event connecting Fidelity’s portfolio managers and experts with thousands of advisors joining both in-person and virtually across the country. For today’s podcast we’re bringing you an audio replay of the first session of the day, featuring Fidelity’s Global Asset Allocation team – David Wolf, David Tulk, and Ilan Kolet. Ilan moderates the session.
Advisors can watch full video replays of the event and qualify for CE Credits. Please visit fidelity.ca or reach out to your wholesaler for more information.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Earlier this week, on President Trump’s first day in office, U.S. equity markets advanced at the open. Investors will be watching Trump’s trade policy and other key pieces of his agenda, along with a few major earnings reports this week. So how are today's guests navigating the current market environment? Joining the show today to unpack where they’re finding growth opportunities in 2025 are Fidelity U.S. Growth Opportunities class Portfolio Managers Kyle Weaver and Rebecca Baker.
Recorded on January 21, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
President Donald Trump has been sworn in as the 47th President. All eyes are on markets this week to see how they react to a new President, and his policies. Joining the show today to set you up for the exciting trading week ahead is Fidelity Director of Global Macro, Jurrien Timmer.
Recorded on January 20, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Donald Trump’s return to office is creating a buzz in the alternatives marketplace. The theme of deregulation within alts could offer more opportunity for the retail investor to gain exposure to private assets. How might policy changes impact alternative investments? And who are the key players in the private equity and credit space? Joining the show today to discuss the opportunities among alternative investments and the range of products Fidelity offers in the marketplace is Alternative Investment Strategist, Brendan Sims.
Recorded on January 17, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
U.S. stocks surged last week, driven by strong bank earnings and softer-than-expected core inflation data. The Dow Jones, S&P and the NASDAQ Composite all ended higher, posting their biggest daily gains in over two months. Might this momentum continue? And why does today's guest say he’s optimistic on Canada? Joining the show today to discuss where we are in the business cycle and what that means for portfolio construction ideas is Fidelity U.S. Vice President and Lead Portfolio Strategist, Paul Ma.
Recorded on January 16, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
2025 has kicked off on a high note. Just last week, Fidelity Canada proudly announced that the Fidelity All-In-One Balanced ETF has crossed the $2 billion dollar mark in AUM. And thanks to you, FidelityConnects was ranked the number one podcast in the 2024 Environics’ Advisor Digital Experience Study for the fourth year in a row. This year, we’re committed to bringing you even more timely market insights and innovative products. How is Fidelity Canada actively contributing to the success of its advisors? And what new products are on the horizon for you to explore? Joining the show today for a look at how Fidelity is here to support you this year is Fidelity Vice President of Product, Andrew Clee.
Recorded on January 15, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
North American equity markets opened in the green at the start of this week, with mining and tech stocks lifting the TSX composite. As investors assess the potential impact of President-elect Trump’s proposed trade policies, the spotlight is on natural resources. How is Fidelity navigating these trade uncertainties? And where is today's guest finding opportunities in today’s market environment? Joining the show today to unpack all this and more is Fidelity Global Natural Resources Portfolio Manager Joe Overdevest.
Recorded on January 14, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Friday’s employment data confirms that the U.S. economy remains strong and the labor market remains tight. Today's guest says this allows less room, if any, for the Fed to cut rates. Market expectations now suggest the Fed may be done easing, signally a potentially more hawkish stance. How might rising yields and a stronger U.S. dollar shape financial conditions moving forward? And what does he expect to be an ongoing theme for 2025? Joining the show today to unpack the macro themes on his radar, and to set you up for the trading week ahead, is Fidelity Director of Global Macro, Jurrien Timmer.
Recorded on January 13, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
The latest jobs report out of the U.S. this morning has dwindled the hopes of a rate cut by the Federal Reserve later this month. And with strong jobs data out of Canada, the big question is, might the Bank of Canada hold too? How is the rate story impacting insurance and real estate sectors? And where is today's guest finding investment opportunities in today’s market environment? Joining the show today to unpack the latest trends and opportunities in Canada’s insurance and real estate sectors is Equity Research Analyst, Connor MacGrath.
Recorded on January 10, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
The U.S. 10-year yield has hit an 8-month high and is un-inverted for the first time in two years. Today's guest says that while there isn’t a clear picture on what a steepened yield curve means for stocks and overall returns, it does hold information for sectors. Which sectors could be poised for gains amid a steeper curve? And could it ease your inflation concerns? Joining the show today to unpack all this and more is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.
Recorded on January 9, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
2025 has kicked off with an air of unpredictability as political uncertainty looms. News of Trudeau’s exit and a new tariff program from President-elect Trump have caused notable fluctuations in markets and currencies. Has the traditional market playbook changed? Joining the show today to discuss his latest markets thesis, including possible investment opportunities in 2025 from an institutional lens is Fidelity Chief Investment Officer and Portfolio Manager Andrew Marchese.
Recorded on January 8, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Prime Minister Justin Trudeau announced his resignation as the leader of the Liberal Party. Government will be prorogued until March 24th while a new Liberal party leader is chosen. The dollar popped on the news, and the TSX Composite opened higher earlier this week. So what are some of the policy and investment implications of Trudeau's decision? And what might this mean for options trading? Joining the show today to unpack all this and more is Fidelity Portfolio Manager, David Way, and former Liberal Finance Advisor and Political Strategist Tyler Meredith.
Recorded on January 7, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Prime Minister Justin Trudeau has announced his resignation. Trudeau declared his intention to stay on as prime minister until a new leader is chosen and has asked for the prorogation of Parliament until March 24. Wall Street and Bay Street opened higher on January 6, and investors will be watching December jobs data due Friday for signs of the U.S. economy’s strength. As we step into a new trading year, what were the key takeaways from 2024? And how can we apply those lessons to navigate the markets in 2025? Joining the show today to unpack the macro themes on his radar, and to set you up for the trading week ahead, is Fidelity Director of Global Macro, Jurrien Timmer.
Recorded on January 6, 2025.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
The United States Presidential Inauguration looms on Monday January 20th. As we wrap up 2024 and look ahead to 2025, the second Trump term continues to drive headlines. Today we’re joined by Joe Overdevest, Portfolio Manager, and Denise Chisholm, Director of Quantitative Market Strategy, for observations surrounding the US election, and what may be on the horizon in 2025. Joe reflects on the energy sector, and we’ll begin with Denise looking at how a second Trump administration might affect global financial markets.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On today’s podcast we’re wrapping up 2024 with our “Best of FidelityConnects” episode. Host Pamela Ritchie takes us through highlights from this year’s shows, featuring Fidelity’s portfolio managers and subject-matter experts, as well as special guests.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today we’re joined by Jed Weiss, Portfolio Manager, to discuss the potential of international equities, explore the impact of AI on global businesses, and investment opportunities in emerging markets. Jed manages Fidelity International Growth Fund, and today with host Pamela Ritchie, he dives into global growth prospects, focusing on valuation-driven investing and the long-term potential of undervalued global franchises in Europe and Japan. He also highlights how AI is driving cost efficiencies and innovation, noting its global footprint across industries and supply chains. Finally, he sheds light on key regions such as the UK, India, and China, addressing both the challenges and opportunities presented by geopolitical and macroeconomic trends.
Recorded on December 18, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On today’s podcast we’ll hear from Jurrien Timmer, Fidelity’s Director of Global Macro, in our quick hit series “Timmer Time” Today Jurrien outlines the most important questions facing markets in 2025, and let's you know what investors should focus on. For more from Jurrien, head to the Insights section of fidelity.ca to read a recap of his December market insights on the resilient bull market, potential policy shifts from the incoming administration, and the evolving cryptocurrency landscape.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today's guest is Radhika Surie, investment director of the Fidelity Technology Innovators Fund. The fund is positioned to capitalize on the rise of generative AI and other emerging technology themes. Radhika and host Pamela Ritchie speak about some of the fund's key investment themes, such as semiconductors and AI hardware, cloud computing and data infrastructure, IT services leveraging AI expertise, and opportunities in the Chinese tech landscape. The outlook for the tech sector remains positive, with the potential for broader market leadership beyond the Magnificent Seven in the coming years. Recorded on December 18, 2024. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study
Today's conversation is all about the advancements in Artificial Intelligence and how it is transforming various industries, including the financial landscape, as host Pamela Ritchie sits down with Fidelity Director of Emerging Technologies John Bradley, who provides an update on the capabilities and likely future uses of AI. John also speaks about the regulatory landscape around AI, how members of the finance industry can stay informed on the latest AI developments, as well as the potential risks of AI and how companies and individuals can protect themselves. Recorded on December 11, 2024. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study
Today’s episode focuses on Canada’s fall economic statement that was released in December. Portfolio Manager David Wolf, CEO of Rubicon Strategy, Kory Teneycke, and Rubicon Strategy partner, David Herle, break down Canada’s fall economic statement for advisors and discuss its far-reaching implications. They touch on the political fallout from Chrystia Freeland’s resignation, what it means for Canada’s future leadership, and ultimately what it all means for Canada’s economic future going forward.
Recorded on December 17, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study
Today Portfolio Manager Sri Tella joins us and discusses the Bank of Canada’s recent decision to cut rates by 50 basis points. Sri says the focus shouldn’t be on how much they cut, but rather where they are headed going into 2025. Sri also shares his bond market perspectives and says diversified bond funds are closer to 4 percent and risk reward is positive.
This podcast was recorded on December 13th 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study
Today Portfolio Manager Hugo Lavallée joins us to discuss current market volatility, navigating contrarian investing, and Canada’s evolving landscape. Hugo reflects on how global shifts, including geopolitical tensions and energy policies, are shaping opportunities for Canadian companies. He also provides strategies for investors aiming to stay ahead, with an emphasis on adapting to changing market dynamics.
Recorded on December 10, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study
Fidelity Director of Global Macro Jurrien Timmer is back on the show today to discuss the current market environment and his outlook for 2025. He addresses the strong year-end rally in the markets and the continued momentum in the “Magnificent Seven” stocks. He also discusses his expectations for earnings growth, interest rates, inflation, and treasury yields. Jurrien outlines how investors could navigate the new market environment by looking beyond the traditional 60/40 model and incorporating alternatives, gold, and cash.
This podcast was recorded on December 16th, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study
Today, host Pamela Ritchie is joined by Director of ETF Strategy, Étienne Joncas-Bouchard to discuss record-breaking ETF inflows, shifting trends in asset allocation, and innovation in the Canadian ETF space. Étienne highlights the evolving role of thematic ETFs, spotlighting their appeal in targeting emerging sectors like clean energy and technology. Additionally, he shares insights on how investors are leveraging ETFs for diversification and cost efficiency in a volatile market. With a keen focus on market trends and strategic ETF solutions, Étienne offers a comprehensive look at how investors can adapt to today’s dynamic landscape.
Recorded on December 6 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study
On November 21 and 22, Fidelity Investments Canada hosted FOCUS 2024 in Scottsdale, connecting our portfolio managers and experts with advisors. Today’s podcast features portfolio manager Darren Lekkerkerker’s session from the event, speaking with moderator Glen Davidson. Darren first joined Fidelity in 2004 as a research analyst, and has now just celebrated his 15-year anniversary as a portfolio manager, managing the equity sleeve of Fidelity Canadian Balanced Fund. Darren also manages Fidelity Global Natural Resources Fund alongside Joe Overdevest, and his Fidelity North American Equity Class. This fund typically has a 70% U.S. and 30% Canada split, and today we’ll hear if Darren is positioned close to that mix, or if he finding more opportunities within one of the countries, among other topics.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On November 21 and 22, Fidelity Investments Canada hosted FOCUS 2024 in Scottsdale, connecting our portfolio managers and experts with advisors. On today’s podcast we’ll hear portfolio manager Ramona Persaud’s FOCUS session, sitting down with moderator Agnes Doherty, VP Regional Sales. Ramona manages several flagship dividend strategies at Fidelity. She started out as an analyst at Morgan Stanley in 1996, and joined Fidelity in 2003. Ramona Persaud has close to three decades worth of financial industry knowledge to guide her, with her background in engineering giving her an edge in her stock-selection process. In a recent article from Barrons, they state "She picks apart businesses and examines trading data until she finds exactly what she wants. …[and]... She rarely settles for less." Today we’ll hear Ramona’s views on the market, her process and the key factors to keep an eye on going forward, as well as the positioning of her portfolios.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Fidelity Director of Global Macro Jurrien Timmer is back on the show today to provide his analysis of this week's markets. Much of today's focus is on Bitcoin. Jurrien explains why Bitcoin's demand has been increasing lately, and how this is driving its price. He speaks about Bitcoin's role as a monetary asset and a hedge against inflation, along with gold. Jurrien also analyzes the performance of the Magnificent Seven, and provides his outlook on the Federal Reserve's monetary policy.
Recorded on December 9th, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today, we are joined by institutional portfolio manager Beau Coash to discuss fixed income markets. With host Pamela Ritchie, Beau shares an outlook for treasuries, high yield and leveraged loan markets, and global investment opportunities. Beau explores the current environment for convertible bonds, particularly how they offer exposure to the evolving crypto space. Additionally, he touches on challenges faced by the mortgage sector, with a focus on agency mortgages that capitalize on underweighted market trends. With a focus on navigating risk and uncovering value, this podcast offers a comprehensive view of today's bond market.
Recorded on December 5th, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On November 21 and 22, Fidelity Investments Canada hosted FOCUS 2024 in Scottsdale, connecting our portfolio managers and experts with advisors. The Global Asset Allocation team kicked off the event, with a roundtable discussion about what they do, their career paths and how they got to where they are now, also their market outlook, and fund positioning. The GAA trio of portfolio managers David Wolf, David Tulk, and institutional portfolio manager Ilan Kolet, have a professional relationship that extends beyond their tenure at Fidelity; all meeting many years ago working at the Bank of Canada. Today, the GAA team manages over $90B in Canadian assets with the Fidelity Managed Portfolios. Ilan will be moderating the group discussion.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Denise Chisholm, Director of Quantitative Market Strategy, joins us on the program today to unpack the current landscape for financials and give her outlook on market dynamics. Denise explores the Fed’s evolving toolkit, highlighting its capacity to navigate economic shocks and support growth even amid sticky inflation. She also delves into the challenges and opportunities posed by de-globalization trends, emphasizing strength of U.S. financials compared to weaker international markets.
Recorded on December 4, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On November 21 and 22, Fidelity Investments Canada hosted FOCUS 2024 in Scottsdale, connecting our portfolio managers and experts with advisors. Kicking off the event’s second day was portfolio manager Becky Baker, sitting down with moderator Agnes Doherty, VP Regional Sales.Becky provides her thoughts on growth equity and the current market environment, sharing what key characteristics she looks for in a potential growth investment, as well as specific sectors and industries that are presenting growth opportunities. Becky works alongside portfolio manager Kyle Weaver on Fidelity US Growth Opportunities Class, a fund for Canadian investors.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On November 21 and 22, Fidelity Investments Canada hosted FOCUS 2024 in Scottsdale, connecting our portfolio managers and experts with advisors. On day two of the event portfolio manager Hugo Lavallée sat down with host Pat Bolland, which we’re featuring as today’s podcast. Hugo provides his insights on contrarian investing, and how he’s positioning his various portfolios heading into the end of the year. We’ll hear his thoughts on this eventful year, as we’ve seen significant market movements driven by volatility and rate cuts. Hugo also expands on Canadian versus U.S. opportunities, as depending on the fund, he looks for investments in both countries.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Fidelity Director of Global Macro Jurrien Timmer is back on the show today to outline the current state of the markets. Jurrien shares his views on the all-time highs made by the S&P 500 recently, the valuations of large-cap growth stocks, and the crypto market. He also provides an outlook for commodities, gold, and the auto industry, and speaks to the uncertainties around the policies of the incoming administration, including potential changes to taxes, tariffs and regulation, discussing the potential impacts of these policies on the economy and markets. This podcast was recorded on December 2nd, 2024. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
In today’s episode, we are joined by equity research analysts Brendan Cochrane and Andrew Hall. They discuss consumer debt, rising costs of living and higher unemployment and how that could all affect the Canadian consumer and staples. Brendan mentions how holiday shopping and traffic seems healthy at the moment with online shopping a popular choice. And Andrew talks about higher tariffs and what that could mean for the staples sector.
Recorded on November 29th, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On today's episode, we're joined by portfolio manager Patrice Quirion as he discusses key themes including reshoring manufacturing, U.S. market dominance, and the evolving global trade landscape. Patrice shares his strategic focus on U.S. equities, highlighting their premium valuations. He also discusses contrarian opportunities in under-appreciated markets such as China's consumer economy and selective European sectors.
Recorded on November 28, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On November 21 and 22, Fidelity Investments Canada hosted FOCUS 2024 in Scottsdale, connecting our portfolio managers and experts with advisors. Neil Constable is Fidelity’s head of quantitative research and investing, and he made his first appearance at a Fidelity Investments Canada event, sitting down at FOCUS with host Glen Davidson for a look at how Fidelity is quantifying tomorrow. Under Neil’s leadership, Fidelity has been expanding its data and quant capabilities and integrating them into traditional fundamental analysis. Neil heads the team responsible for the Fidelity Factor ETFs products, which are included in the Fidelity All-In-One ETFs. Neil touches on quantitative research trends, how his team and Fidelity tailor quant strategies to meet the specific needs of different clients, as well as his own unique career path that lead him to his role as head of quant research within a large financial institution.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On today’s episode, we welcome special guest Chris Kuiper, Director of Research at Fidelity Digital Assets, a subsidiary of Fidelity Investments. Chris discusses the digital asset landscape including building on bitcoin, how cryptocurrency rallies affect the market, and anticipated digital asset trends for 2025.
Recorded on November 27, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On today’s episode, Portfolio Manager Naveed Rahman explores the current global market, navigating market volatility, and gives an update on the Global Intrinsic Value Class. Naveed dives into the evolving M&A landscape, with a focus on opportunities for small and mid-cap firms amidst regulatory challenges. He also highlights sector-specific trends, such as undervalued auto suppliers, and the changing industrial sector.
Recorded November 26, 2024. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Fidelity Director of Global Macro Jurrien Timmer is back on the show today to discuss the current state of the markets. With its recent surge in value, Jurrien talks about Bitcoin today. He provides insights into the factors driving Bitcoin’s growth, including the potential impact of a crypto-friendly administration and the increasing adoption of Bitcoin-related investment products. He also speaks to concerns about the sustainability of Bitcoin’s valuation and the potential risks associated with investing in it. Jurrien’s conversation with host Pamela Ritchie also touches on the broadening of the market beyond the top-performing stocks, and the potential impact of rising interest rates and inflation on the market, as well as the implications for the U.S. dollar and its effect of emerging markets. And of course, no macro analysis this week would be complete without addressing the potential impact of policy changes under the new administration, including the possibility of tariffs and the potential effects on the market.
Recorded on November 25th, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today, we’re joined by Eileen Dibb, Portfolio Manager, to discuss the market outlook for Asia Pacific equities. Eileen’s management approach of both the Fidelity AsiaStar Fund and Fidelity Japan Fund combines macroeconomic analysis, analyst insights, and valuation metrics to identify companies with strong earnings growth. Eileens’s investments are also aligned with AI-driven infrastructure trends, focusing on data centres, utilities, and chipsets. With many currency dynamics emerging in new markets, there is more emphasis than ever in the inflation and stagflation discussion.
Recorded on November 22, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Fidelity equity research analysts Jin Hwang and Claire Fleming join host Pamela Ritchie on the show today for an in-depth discussion on the materials and energy sectors. They discuss the impact of lower interest rates on their sectors, sharing which industries are seeing the biggest changes in outlook and valuation. Jin and Claire address the state of the Canadian oil and gas industry, the uranium industry, copper, agriculture, and many more. They also give us an overview of the way permitting and regulatory issues are affecting the materials and energy sectors. Take a listen. Recorded on November 21st, 2024. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today’s guest is Darren Lekkerkerker, joining host Pamela Ritchie for an engaging discussion on how he’s navigating today’s market dynamics, while maintaining a focus on high quality companies that can compound free cash flow, have good growth, and is a monopoly. Darren manages the Fidelity North American Equity Class, and co-manages the Fidelity Global Natural Resources Fund, alongside Joe Overdevest. In North American Equity Class, his current focus spans financials, industrials, and consumer discretionary sectors. Darren also shares insights on uncovering opportunities in natural recourses – including coal and copper specifically.
Recorded on November 19, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On today’s podcast, host Bryan Borzykowski sits down for a special interview with Rob Carrick, The Globe and Mail’s personal finance columnist. Rob, who strives to simplify and not complicate in his columns, shares a look at the personal finance topics and trends he’s focused on right now, and what you should be paying attention to. Rob and Bryan will also have a segment in our Financial Literacy Month webcast, The Upside+, streaming live on LinkedIn and YouTube at 12:30 pm on Monday November 25.
Recorded on November 20, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On today’s episode, host Pamela Ritchie speaks with Raghav Mehta, ETF Strategist, about the performance and strategies behind Fidelity’s factor-based ETFs. Raghav dives into the quality and momentum investing factors, their role in navigating late-cycle markets, and the benefits of all-in-one ETF solutions.
Recorded on November 15, 2024. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Fidelity Director of Global Macro Jurrien Timmer is back on the show today to talk us through the current state of the markets. He speaks to the broadening of the stock market beyond the top tech companies, with small caps and other sectors participating in the rally. On the topic of valuations and earnings, he points out that while 2024 is seeing robust returns driven by earnings and valuation expansion, 2025 may be more earnings-driven as valuations normalize. Jurrien and host Pamela Ritchie also discuss Bitcoin and Crypto, AI and tech stocks, and how the Dollar’s strength relates to Fed policy. Take a listen. Follow Jurrien’s slides @TimmerFidelity on X.
Recorded on November 18, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today on the show Denise Chisholm, Director of Quantitative Market Strategy touches on key themes after the Federal Reserve announced a rate cut of 25 basis points. Denise says investors should focus on growth. They should prioritize growth metrics, such as earnings and wage growth, over rate or inflation movements when making investment decisions. The recent rate cut is not lowering yields, but instead are making them rise. Denise says this is a sign of a resilient market, as Historical patterns suggest that rising long-term yields, when linked to growth, are not a threat to equity markets.
Recorded on November 14, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today portfolio manager David Wolf discusses the results of the U.S. presidential election, as well as the Fed's latest rate announcement and what it could all mean for the markets. David emphasizes the importance of staying grounded in the investment process, and highlighted the positive macroeconomic outlook in the U.S., with growth, declining inflation, and stable employment. Him and the GAA team were overweight in equities going into the election, and they will continue staying grounded in this process. Here's Pamela Ritchie with more.
Recorded on November 12, 2024
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
In addition to our regular episode’s featuring Fidelity’s portfolio managers, subject-matter experts and thought leaders, we bring in special guests. On today’s podcast, we’re pleased to welcome Michael Litt, CEO and Co-Founder of Vidyard, who has an insightful conversation with host Agnes Doherty, VP Regional Sales, on the growing client demand for video communications and the influence of artificial intelligence in driving this trend.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On Tuesday November 5, Fidelity Canada hosted FOCUS 2024 in Quebec City, connecting our portfolio managers and experts with advisors. Portfolio manager David Way manages Fidelity Long/Short Alternative Fund, and on today’s podcast we’ll hear David’s session from the event, speaking with host Charles Danis, VP Regional Sales Eastern Canada. We’ll hear about David’s long/short investing approach and the potential value of alternative strategies in portfolios.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On today’s show, join Jurrien Timmer, Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next. Jurrien and host Pamela Ritchie discuss market movements after last week’s U.S. elections, and more. Follow Jurrien’s slides @TimmerFidelity on X.
Recorded on November 11, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
In today’s episode, host Pamela Ritchie is joined by Institutional Portfolio Manager Michael Hickey, who works alongside Will Danoff on Fidelity Insights Class. Today, Mike shares how the Insights team is navigating the current market landscape. He opens with a focus on the tech giants, highlighting their high valuations and solid long-term investments. He also sees a potential shift towards mid- and small-cap stocks, especially in undervalued tech segments. AI continues to be a significant trend, and impacting sectors like utilities and data centres, where tech spending is reshaping industries. He also sees AI’s potential in healthcare, with a focus on biotech firms that offer innovation without the risks of early-stage ventures.
Recorded on November 7, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
We connect with portfolio manager Jeff Moore to get his thoughts on the US elections, the impending rate cute announcement by the Fed and how both events could potentially affect the markets. Jeff says the market stability hinges on timely election results in the bond and stock markets. He says investors should maintain existing trades and add the main stabilizer of the bond markets will depend on if there are clear cut election results. Jeff says there is a high likelihood that the current government debt will prompt higher taxes, cause spending cuts, and potentially both higher taxes and spending cuts could occur. No matter the result, the election is expected to bring stability as markets revert to usual trends post-certification. Jeff says it’s important to continue to focus on inflation, employment, and GDP growth, and shaping monetary policy and rates.
Recorded on November 4, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
In today’s episode, Vince Kraljevic joins us to discuss ETF strategies for the fourth quarter, highlighting common misconceptions about ETFs, and how active management is reshaping this space. Vince talks about how falling interest rates could boost small and mid-cap stocks, with his team screening smaller companies for hidden opportunities within the Russell 1000. With a quality focused approach, the fund prioritizes financially sound companies with sustainable business models, helping mitigate risks in rising rate environments. In passive ETFs, there’s a concentration risk around the major tech players. Vince details how active ETF strategies rebalance to avoid overexposure to these stocks, instead focusing on factors like value, quality, and low volatility. Vince also explains that Canada is at the forefront of active ETFS – with 40% actively managed versus only 5% in the U.S. These active ETFs aim to diversify holdings, helping investors avoid concentration risk often associated with passive investing. He closes off by talking about how the fund is currently integrating AI and sector trends – such as renewable energy - by adjusting allocation to capture stable growth areas like industrials, utilities, and energy infrastructure.
Recorded on November 1, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On Wednesday October 23, Fidelity Canada hosted VISION 2024 in Toronto, connecting our portfolio managers and experts with advisors. On today’s show we’ll hear portfolio manager Connor Gordon’s VISION sit-down with host Glen Davidson, to discuss the investment strategy behind Fidelity Global Small Cap Opportunities Fund, and how investors could benefit from investing in this space. Connor manages the fund alongside portfolio manager Chris Maludzinski. Today's uncertain marketplace has highlighted the importance of investing in high-quality names, characterized by sound balance sheet structures that enable companies to weather more challenging environments. Although some investors correlate high-quality names with large cap companies, that isn’t necessarily true. The small cap space consists of several high-quality businesses with tremendous growth potential. In September 2022, Fidelity launched Global Small Cap Opportunities Fund, which aims to uncover value by identifying high quality companies that are mispriced. Connor reflects on how the fund has performed since launch, including the looking at the current investment landscape. Also, how a stock is researched and selected to be apart of this high-conviction portfolio of typically 40–80 small cap companies anywhere in the world.
Recorded on October 23, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On Wednesday October 23, Fidelity Canada hosted VISION 2024 in Toronto, connecting our portfolio managers and experts with advisors. On today’s podcast we’re presenting our Global Asset Allocation team’s VISION session, with host Kelly Creelman sitting down with portfolio managers David Wolf, David Tulk, and institutional portfolio manager Ilan Kolet. Fidelity’s Global Asset Allocation team currently manages $90B of multi-asset class funds for Canadian investors. As we’ll hear, there are two main ingredients for their funds: one - to reach across Canada, U.S., and internationally to pick managers of different asset classes, geography, style, sectors. Two – to use a rigorous and research based “Four Pillar Framework” to lean in or out of asset classes. Among other topics today we’ll also hear the team’s views on the current investing environment, inflation, interest rates and central bank moves, current under and overweights, and thoughts on diversification. Please note, a few slides were displayed to the crowd in the room.
Recorded on October 23, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today on the show, Director of Quantitative Market Strategy Denise Chisholm joins us to discusses the economic drivers that matter most to investors right now – growth, inflation, and sector-specific opportunities. Denise highlights that while inflation does impact interest rates, it’s the growth narrative that ultimately drives equity markets and investor confidence. She explains that if rates are high, but growth remains robust, cuts are less likely; however, if growth lags, rate cuts could be on the horizon. On a consumer front, Denise talks about how inflation has dampened real wage growth, impacting purchasing power and sentiment. She points out, however, that positive income growth has recently returned, hinting that consumer confidence could gradually strengthen. Denise also advises to focus on long-term drivers, like earnings and income growth, rather than getting caught up in election-related volatility. With low valuations and resilient consumer spending, small-cap stocks in consumer discretionary may offer significant opportunities as interest rates stabilize.
This podcast was recorded on October 31st, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On Wednesday October 23, Fidelity Canada hosted VISION 2024 in Toronto, connecting our portfolio managers and experts with advisors. One of the afternoon sessions was a discussion featuring the three portfolio managers behind Fidelity Global Equity+ Fund – Mark Schmehl, Dan Dupont, and Hugo Lavallée. All three have worked for Fidelity for over 20 years, and manage funds of their own. Fidelity Global Equity+ Fund, also available as an ETF, was launched one year ago and combines these three managers with long-term track records and complementary investment styles together to help diversify risk and offer the potential for above-market returns over the long-term. Hugo leads the discussion, with Dan joining him infront of the live audience, with Mark connecting in from San Francisco. In this lively hour-long discussion, we’ll hear how they all first joined Fidelity, lessons learned over their careers, where they are seeing opportunities right now, and what has and hasn’t worked recently in their portfolios.
Recorded on October 23, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On Wednesday October 23, Fidelity Canada hosted VISION 2024 in Toronto, connecting our portfolio managers and experts with advisors. Fixed income portfolio managers Jeff Moore and Michael Plage sat down at the event with moderator Kelly Creelman, Senior Vice President, Products and Marketing. This session from VISION is today’s podcast. Jeff and Michael reflect on fixed income investing in today’s market environment, as 2024 winds down and ’25 is on the horizon. Among other topics we’ll hear about the team-based approach to fixed income investing at Fidelity’s Merrimack, New Hampshire, fixed income headquarters, how the various team members contribute to Fidelity Canada’s funds, and what may be next from the Federal Reserve and other central banks. Also, the potential impacts of the upcoming U.S. elections on markets.
Recorded on October 23, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
In this episode, host Pamela Ritchie is joined by US Equity Research Analyst Chase Bethel to explore the evolving dynamics within consumer staples, retail growth strategies, and the pressures of inflation on everyday purchases. Chase opens by discussing how major consumer staples companies are thriving in an era where e-commerce and high valuations dominate. Despite inflationary pressures, retailers have leveraged their strong market positions to blending online and in-store experiences to sustain their resilience and keep consumer loyalty intact. He then discusses how rising operational costs are filtering down to consumers, particularly in grocery prices, which have surged by over 20%. Chase explains that these prices are likely to stay high, as retailers are grappling with enduring supplier and labour cost increases. Chase says for many households, dollar stores have now become a go-to, due to providing accessible price points. Chase closes off by discussing how the shift to digital retailing is here to stay, especially for groceries and even used car markets. He emphasizes that consumers are increasingly drawn to the convenience and accessibility of online shopping, a trend that has become integral to retails strategy and customer expectations.
Recorded on October 25, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
It's a busy time in global markets. We are only a few business days away from the US presidential election. It is also the busiest earnings week of the third quarter, with many tech heavyweights reporting. And here in Canada, market watchers are eagerly anticipating new GDP data. There's lots to unpack in the markets right now, and back on the show to help us break it all down is Fidelity's Director of Global Macro Jurrien Timmer. Jurrien addresses the prospect of a low-return environment ahead, as some market analysts predict a "lost decade" with moderate gains for both stocks and bonds. He notes that historically, markets oscillate between periods of high and low returns, and with current high valuations, mean reversion may naturally drive returns lower. Jurrien and host Pamela Ritchie discuss the role of liquidity, noting that technical factors like the reverse repo program have buffered the effects of the Fed's tightening. Jurrien expects these buffers to diminish in 2025, potentially spurring a liquidity wave that could boost equities without triggering a recession, though it may slightly elevate inflation. He highlights a balanced labor market, which reduces inflationary pressures, and believes supply disruptions like port strikes will have minimal impact. He also looks ahead to 2025, where he foresees both equity growth and rising yields, which could create occasional market volatility. Recorded on October 28th, 2024. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On Wednesday October 23, Fidelity Canada hosted VISION 2024 in Toronto, connecting our portfolio managers and experts with advisors. Today’s podcast is portfolio manager Will Danoff’s session from the event, sitting down with host Glen Davidson. Will has had a legendary career with Fidelity. As one of the world’s most recognized investors, Will has successfully managed through periods of major market and economic disruptions for more than 30 years. He is one of the most experienced portfolio managers in the industry who has consistently maintained his philosophy and diligent process over the past three decades. For Canadian investors, Will’s investment expertise is available with Fidelity Insights Class, while most in the U.S. know him as manager of the $100B Fidelity Contrafund.
Recorded on October 23, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On Wednesday October 23, Fidelity Canada hosted VISION 2024 in Toronto, connecting our portfolio managers and experts with advisors. On today’s podcast we’ll hear from Fidelity Canada Chief Investment Officer Andrew Marchese, providing the live crowd with his perspectives and market outlook as we head towards the end of 2024. Andrew, who first joined Fidelity in 1998 is also portfolio manager of Fidelity Canadian Disciplined Equity Fund. A few key factors Andrew is watching to determine the current market condition is corporate profits, interest rates, liquidity, and valuations. Additionally, he notes the global economic cycle is still in late phase, with central banks adjusting policies to prevent recession. Please note, a few charts were displayed to the live audience.
Recorded on October 23, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today we’re joined by economist Don Drummond for a live reaction of the Bank of Canada’s recent policy announcement. Don breaks down the Bank of Canada’s surprising decision to cut interest rates by 50 basis points, and what this means for the Canadian economy, housing market, and consumers. The rate cut is largely aimed at stimulating housing demand and supply, although Don points out that this move is unlikely to significantly impact housing prices. Instead, it serves as a boost to housing availability, potentially easing some pressure on a market in dire need of dense and affordable housing options. Addressing the broader economic impacts on the Canadian dollar and productivity, Don highlights a notable productivity gap between Canada and the U.S., which is tied to a weaker Loonie. This 20% disparity is a key challenge, as a less competitive currency can strain Canadian productivity growth relative to the U.S.
Recorded on October 24th, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
In today’s episode, we sit down with portfolio manager Max Lemieux for an in-depth look on the Canadian market landscape and the forces shaping it. He shares his perspective on economic shifts, industry positioning, and investment strategy amid a complex macroeconomic environment. Maxime addresses positioning in this uncertain landscape, focusing on companies with strong long-term growth potential and resilient earnings, even in a slow market. He emphasizes defensive stocks in sectors like utilities telecom, and renewable energy. Maxime also mentions that the rise in 10-year bond yields signals market confidence in a “soft landing” for the economy, thought the U.S. fiscal situation and potential for higher interest rates remain a concern.
Recorded on October 22nd, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On Wednesday October 23, Fidelity Canada hosted VISION 2024 in Toronto, connecting our portfolio managers and experts with advisors. Today’s podcast is portfolio manager Ramona Persaud’s session from the event. Ramona speaks with host Glen Davidson about her focus on downside protection and dividend investing. Ramona is known for looking at not just a fund’s ultimate destination, but also the quality of the journey. That journey being lower volatility, and the destination being strong risk-adjusted returns over a full market cycle.
Recorded on October 23, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Back on the show today for a detailed analysis of the macro factors shaping markets this week is Fidelity's Director of Global Macro Jurrien Timmer, offering a detailed analysis of the Fed's monetary policy and its implications for markets. Jurrien explains the technical factors, such as reverse repos and the Treasury General Account, that have offset the Fed's quantitative tightening effects. He outlines the scenario of a potential "fiscal cliff" if the government faces budgetary gridlock, which could push the Fed to end quantitative tightening to avoid reducing bank reserves, likely leading to increased liquidity. He sees this liquidity wave benefitting equities, gold, and bitcoin, since these are assets that generally thrive in a liquid environment. For inflation, Jurrien sees a higher baseline of around 2.5-3% as tolerable for the Fed, especially given fiscal challenges and elevated debt service costs. This environment could still support the stock market, as inflation in this range generally doesn't harm equity valuations. Bonds, however, may struggle to deliver capital gains, especially as yields have risen, reducing the negative correlation between stocks and bonds that once served as a key portfolio hedge. Recorded on October 21st, 2024. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today we speak to Fidelity Equity Research Associate Connor MacGrath. He discusses how cooling inflation and current market trends are shaping opportunities in the Canadian real estate and insurance sectors. Connor says as rates come down, the U.S. economy is holding a bit stronger while Canada's economy is slowing down. This is creating wider levels of dispersion within the real estate and insurance sectors, but from this dispersion, Fidelity can leverage its research capabilities allowing to pinpoint new investment opportunities. Connor highlights opportunities in retail real estate. He says grocery-anchored power centres are doing well. The industrial real estate sector however is slowing down, but some owners are turning to building data centers because of secured power access, which makes them attractive investments. Connor also touches on new trends in life insurance and the impact of AI on the insurance sector.
Recorded on Friday October 18, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Denise Chisholm, Director of Quantitative Market Strategy, joins us today on the podcast. With host Pamela Ritchie, Denise unpacks the impact of job market dynamics on inflation and equities, among other topics today. Denise notes that real retail sales have shown a slight contraction for two years but have recently picked up, indicating positive momentum. Also despite slowing job growth, with job openings declining and hiring rates stalling, she believes a reacceleration is likely.
Recorded on October 17, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today we speak to co-managers of Fidelity Global Small Caps Opportunities fund Connor Gordon and Chris Maludzinski as they give an update on the fund, talk about their investing strategy, and where they are finding hidden gems in North America and globally. Chris explains how the fund provides access to a broader range of companies across the world, offering exposure to sectors and regions often overlooked by larger-cap funds. He adds the fund focuses on identifying companies undergoing positive changes or temporary setbacks, which creates opportunities for value-driven gains as businesses recover or grow. Connor says the fund is heavily weighted toward industrials and energy sectors, especially in themes like nuclear energy for decarbonization and AI infrastructure, which are poised for long-term growth. Connor adds that although it’s difficult to predict moving inflation or interest rates, the fund takes advantage of market dislocations caused by macroeconomic changes, allowing them to find undervalued opportunities.
Recorded on October 16th, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today on the program we speak to Fidelity U.S. Asset Allocation Research Analyst Cait Dourney. As a research analyst, Cait covers mostly economies in the US, China, India, Europe, Canada, and then provides asset allocation recommendations to the multi asset class portfolio managers. Cait discusses the global business cycle, the unexpected normalization in the US labour market, and why Canada could have potential investment opportunities. In terms of the business cycle, Cait says the U.S. is still in an expansion phase, supported by strong corporate and consumer sectors, with mid-cycle dynamics like profit margin growth. Profit margins and credit conditions are improving and the labor market is normalizing, reducing immediate recession risks. And she adds recession risks have decreased globally, and international earnings revisions are now outpacing the U.S., leading to cautious optimism about non-U.S. markets. Cait also touches on Canada’s rate-sensitive economy, inflation concerns, and China’s slowing economy.
Recorded on October 11, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Joining us on today’s show is a special guest, Peter Bethlenfalvy, Ontario Finance Minister. When investors talk about Canada’s economy, productivity tops the chart in terms of conversations. But the nuance that doesn’t get highlighted enough is that ours is an economy of economies, with provinces and territories. Ontario is the largest economy, accounting for nearly 40% of our GDP - how is the productivity picture there? Today, Minister Bethlenfalvy, who is also MPP for Pickering-Uxbridge, will speak to host Pamela Ritchie about our economic future in both Ontario and Canada as whole. We’ll also hear about the path to balance Ontario’s budget, auto manufacturing, mining, green bonds, and financial literacy in school curriculums.
Recorded on October 15, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today on the show portfolio manager Joe Overdevest sits down with host Pamela Ritchie to discuss trends in the third quarter and what investors could expect in the remaining quarter of the year and even into 2025. Joe says even though interest rate cuts are happening, investors are waiting for more certainty in the markets before buying. He adds that some people try to time the market, but companies over time grow their earnings and the stock price usually follows, which highlights the power of compounding. For 2025, Joe says the economic picture is looking decent. He says with high level of earnings growth for this year and next year at around 10% for the US and Canada plus inflation in Canada and the US trending close to 3% and GDP growth in the US at around 3%, the US and Canadian economies seem to be on the right path. Joe also highlights the current energy picture. With a drop in oil prices and fading optimism around China's efforts to boost its economy, this has weighed heavily on energy and materials. He says the demand for commodities will be higher in the future and China is currently 10 to 50% of the demand depending on the commodity. Nuclear could be a solution for an energy transition, but it will take time. Joe adds natural gas could be a short-term solution for increasing electricity demand.
Recorded on October 9, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
From corporate earnings, to the inflation story and the upcoming US Presidential election, there are many themes affecting the markets today. Scott Mensi, Institutional Portfolio Manager of Fidelity’s Tactical High Income fund discusses how the portfolio pivots in today’s current market environment. Scott says since the spring, the fund has adjusted and invested in non-US equities, REITS, high yields and convertible bonds. The fund typically holds 45 % in equities. He also highlights the fund’s ability to move between different asset classes based on market conditions aiming for better downside protection and rebound potential. Scott also talks about the fund’s evolution over its 10 years. He says the fund continues to be an income solution that can invest in equities, investment grade bonds, bank loans and preferred securities. He adds the fund provides full-circle returns and risk rewards as well.
Recorded on October 8, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On today’s podcast, we’re bringing you another installment in our “Behind the Numbers” series, where Chris Pepper, VP, Corporate Affairs, sits down with Fidelity’s portfolio managers, analysts, subject-matter experts, and more, about what brought them into investing and what drives them every day. In this episode, recorded at Fidelity’s Boston headquarters, we hear from Denise Chisholm, director of quantitative market strategy, and Ramona Persaud, portfolio manager. You'll hear about Ramona & Denise's career paths, as well as how their friendship grew over the years, and how they currently work together.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On September 24, Fidelity Investments Canada hosted FOCUS 2024 Montreal – a bi-lingual event connecting our portfolio managers directly with advisors. For French podcasts from the event, please keep an eye on our DialoguesFidelity podcast, those will be released soon. Portfolio manager Connor Gordon’s session is today’s podcast, and we’ll hear about how small cap companies could play a big role in your investments. Connor manages Fidelity Global Small Cap Opportunities Fund alongside Chris Maludzinski, and today he provides a fund update to the live audience, and host Charles Danis, VP Regional Sales Eastern Canada. They touch on market volatility and what we’ve seen in markets so far this year, and in prior cycles. Connor notes this volatility creates buying opportunities, which him and Chris look to take advantage of in Fidelity Global Small Cap Opportunities Fund, which was launched in September 2022 and is also available as an ETF.
Recorded on September 24, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On September 24, Fidelity Investments Canada hosted FOCUS 2024 Montreal – a bi-lingual event connecting our portfolio managers directly with advisors. For French podcasts from the event, please keep an eye on our DialoguesFidelity podcast, those will be released soon. Today’s podcast brings you Adam Kramer and Scott Mensi’s session from the event, focusing on fixed income, and their fund Fidelity Tactical High Income Fund, managed alongside Ford O’Neil and Ramona Persaud. This event was a homecoming for Adam, portfolio manager, who is originally from Montreal and shares a bit about his journey that brought him to Fidelity in Boston. Among other topics he also shares how the fund is built and has had a strong process driven approach over time. Scott, institutional portfolio manager, shares the various asset classes that make up the fund, and how those have shifted over time. Please note, there were a few charts shown to the live audience during the event.
Recorded on September 24, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Following Friday's U.S. jobs numbers that were well above estimates, a soft landing appeared more within reach than ever. With strong labour numbers and a seemingly resilient economy, is there room for the bull market to continue? And what about Q3 earnings season? Can earnings maintain market momentum? Back on the show today to take us through these questions and many more, is Fidelity Director of Global Macro Jurrien Timmer. Jurrien emphasizes that while earnings are still growing, the acceleration may be slowing, which could affect momentum and stock prices, especially in popular sectors like AI. He notes that we're currently in the mid-stages of the current bull market, but rising interest rates could limit the upside. Jurrien and host Pamela Ritchie also talk about the valuation of emerging markets, particularly India, and the issue of stock dilution. Jurrien explains that while the U.S. market tends to reward shareholders more through buybacks and returns, emerging markets have historically diluted shareholder value, which affects their P/E ratios. Despite this, he believes that emerging markets will remain attractive due to various growth factors. Recorded on October 7th, 2024. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today, Denise Chisholm joins us on the program for a deep dive into the factors shaping today’s markets. She discusses the recent US Vice-Presidential political debate as well as the influence of taxes and commodities on the market. Denise talks about the vice-presidential debate and describes it as neutral and lacking new information. She emphasizes that political leadership, while a major talking point, often has minimal long-term impact on markets. She notes that historically, markets perform better with divided governments and tends to discount political changes before they happen, reducing volatility. Denise also touches on geopolitical risks and the potential for an oil price shock. She says that while Middle East tensions can drive oil prices up, a true risk to the economy would only emerge if prices hit $160 per barrel. At those points, the impact on corporations and consumers would be significant enough to pose recession risks. Shifting to gold, Denise points out that while gold prices are inversely related to interest rates, gold equities don’t always outperform when gold rises. Instead, she sees better opportunities in sectors like financials, real estate, and industrials, especially if those sectors are poised for recovery.
Recorded on October 3rd, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Joining the show today for a discussion on where they're finding growth opportunities as we enter the fourth quarter, are Fidelity U.S. Growth Opportunities Class portfolio managers Kyle Weaver and Rebecca Baker. Kyle and Rebecca focus on identifying long-term growth opportunities, even in controversial or volatile market conditions. Their investment approach often revolves around understanding secular growth trends, like AI and e-commerce, and finding the right business models to capitalize on them. Kyle and Rebecca underscore the complexity of investing in large themes like AI and the importance of selecting the right companies with sustainable business models. They explain how past technological shifts, like in wireless data, provide valuable lessons for navigating AI investment. Their discussion with host Pamela Ritchie also touches on other sectors where they are seeing opportunities, like solar energy, which could be influenced by political outcomes, industrial companies that stand to benefit from AI innovations, and used car retail, which is being transformed by online research and e-commerce growth. Kyle and Rebecca advocate for a balanced approach, where long-term growth themes are assessed alongside short-term cyclical factors to optimize their investment strategies. Take a listen. Recorded on October 2nd, 2024. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
In today’s episode, Portfolio Manager Dan Dupont provides an overview of how navigating the current market landscape and offers insight into various global trends and sectors. Dan discusses investment opportunities in China, where large-cap stocks are severely undervalued. With minimal downside risk, these investments rebounded faster than expected, and Dan’s patience has paid off as he’s been able to capture quick gains once the market corrected. Dan also discusses challenges in the U.S. market. He touches on the difficulties of finding attractive investments in a space characterized by high valuations and inflated margins. This has driven him to focus on global opportunities and more defensive sectors, where strong balance sheets offer stability in uncertain times.
Recorded on October 1st , 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
The global economic cycle may be due for a rebound. As September ends, the S&P, DOW, and NASDAQ are all up more than 1.5 percent on the month. And stocks in China surged over 8 percent for the country's best day in 16 years. So, going into Q4, where do we go from here? Back on the show today to unpack the latest market action is Fidelity Director of Global Macro Jurrien Timmer. Jurrien explains the complexities surrounding the concept of R-Star, the neutral interest rate, and emphasizes the challenges in determining whether the Federal Reserve's policies are restrictive or neutral, given the current economic context. Referencing plenty of economic data as usual, he highlights that the markets appear to be pricing in a soft landing scenario, with stable fundamentals and increasing earnings growth, while uncertainty about the upcoming U.S. elections adds complexity to market leadership. Jurrien and host Pamela Ritchie also discuss shifts in the labor market. The key question seems to be whether the Fed can maintain the current balance in the labor market without triggering a more significant economic downturn, as shifts in employment rates could lead to a different phase in the economic cycle. Recorded on September 30th, 2024. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today, Fidelity Investments Canada launched Fidelity Equity Premium Yield E-T-F. Portfolio manager Eric Granat, along with Fidelity Director of ETF’s Andrei Bruno join the program to discuss the fund’s genesis, objectives, and how it may fit into a client’s portfolio. Andrei says this new ETF product provides an option for investors who are seeking exposure to an equity and options-based investment strategy that can generate potentially higher levels of cash flow compared to equity-only strategies. Eric adds the new fund produces an attractive level of yield, while balancing upside opportunity. He says the balance of annual dividend is 6 to 8% to allow for equity appreciation, which could create alpha compared to other products. Eric says competitors typically trade or sell options against the equity once a month while Fidelity does it on a weekly basis. He says they use a laddered strategy - holding at least 4 options with different strike price and expiry dates.
Recorded on September 26, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On September 24, Fidelity Investments Canada hosted FOCUS 2024 Montreal – a bi-lingual event connecting our portfolio managers directly with advisors. For French podcasts from the event, please keep an eye on our DialoguesFidelity podcast, those will be released soon. Today we’ll listen in on our Global Asset Allocation Team’s session from the event, where portfolio managers David Wolf, David Tulk, and institutional portfolio manager Ilan Kolet sit down with Charles Danis, VP Regional Sales Eastern Canada. The Global Asset Allocation team manages several funds on behalf of Canadian investors, and we’ll hear an update on their current positioning and market sentiment, including what is exciting them currently, what’s keeping them up at night, how markets have moved this year, and where markets could go next.
Recorded on September 24, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today, Portfolio Manager and Director of Research Reetu Kumra joins host Pamela Ritchie to give an update on the the Canadian Long/Short Alternative fund and what alternative investing trends she’s keeping an eye on. Reetu talks about the fund’s positioning and describes the four super sectors she keeps an eye on: interest rate sensitive sectors, resources, consumer, and industrials. She says the Canadian Long/Short Alternative fund aims to generate alpha within the super sectors while being largely neutral across them. Reetu says there is no crypto in the Canadian Long/Short Alternative Fund, crypto is seen as a diversifier. But she does add that research has shown that adding a 1 to 3% slice of Bitcoin to a traditional 60/40 portfolio can increase risk adjusted returns by 12 to 34%. She also talks about the recent rate cuts by the Bank of Canada and how that affects the fund and how the fund leverages Fidelity’s strong research platform and aims to capture Fidelity’s high-quality research by going long on buy-rated names and short on sell-rated names.
Recorded on September 25th, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
For today’s podcast, we’re bringing you another installment in our “Behind the Numbers” series, where Chris Pepper, VP, Corporate Affairs, sits down with Fidelity’s portfolio managers, analysts, subject-matter experts, and more, about what brought them into investing and what drives them every day. Bobby Barnes, Head of Quant Index Solutions at FMR, is today’s guest. Bobby is now a Fidelity veteran and comes with a very intriguing resume of prior experience. Stay tuned to learn more.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
In today’s episode, Portfolio Manager Ramona Persaud sits down with host Pamela Ritchie to discuss strategies for finding dividends in today’s evolving markets. Ramona kicks off the conversation by addressing the growing valuation dispersion across various sectors and geographies. She explains how smaller caps, international markets, and higher-risk financial sectors offer opportunities to capitalize on valuation differences, particularly in areas where market fears and volatility are high. The discussion then shifts to how Ramona navigates market volatility. She shares her approach of deploying cash when opportunities arise, using recent examples like the Japanese yen carry trade volatility. She leverages these spikes to buy quality companies at more attractive valuations to provide more stability in uncertain times. Ramona also touches on the dispersion in China, where market fear has created selective opportunities. While these valuations are rising, she also continues to find value in Chinese-exposed companies or those benefiting from Chinese demand. To close off, Ramona emphasizes the importance of keeping cash on hand to capitalize on the expected U.S. election-driven volatility. While she remains cautious to not hold excessive amounts, she does remains ready to invest when the time is right.
Recorded on September 24th , 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome Senior Analyst Lee Sotos to the program. Lee is also assistant portfolio manager for the Global Financial Services Fund. He shares his thoughts on the latest rate cut by the Fed and what it may mean for the U.S. financial sector, consumer and credit. Lee says overall the financial sector responded to the cut positively, but at the same time the data is a little confusing he adds. Recent CPI numbers, increased terminal rate and near-term unemployment numbers suggest the market is still figuring things out. Lee says with all this data, we still can’t predict how this all plays out. Lee says the fund is not positioned to make major rate bets, but at the same token is not blind to the fact that rates could go down and keep going down. He emphasizes that the fund is positioned for lower rates, but also has exposure to higher for longer investments. He adds the team currently has little exposure to China and is focused on Singapore for wealth management and on India for banks.
Recorded on September 20, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today, Investment Director Tom Stevenson joins our host Pamela Ritchie to dive deep into global market trends and what top issues are facing the global economy. Tom highlights rising inflation and interest rates, and how central banks in the US and UK are grappling with these challenges. He says it’s still an ongoing debate between classifying the current trend as a mild economic slowdown, or an indicator of deeper recession, emphasizing continuous uncertainty surrounding these potential outcomes. He points out Germany’s economic struggles, particularly in its manufacturing sector, where some automobile companies face declining demand from China, as well as a loss of access to cheap energy. This downturn reflects broader global pressures and impacts electric vehicle tariffs. Tom also discusses his optimism about the UK and European commercial real estate market, suggesting there are opportunities to be had in its current pricing.
Recorded on September 23rd , 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On today’s podcast, host Glen Davidson sits down with Jurrien Timmer, Director of Global Macro, for an interview in a very captivating space – the Fidelity Chart Room. We’ll hear the history of how this esteemed room came to be decades ago, was used over the years, and how it is still used today.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
The Federal Reserve cuts interest rates by 50 basis points. Its first cut in more than four years. We check in with Director of Quantitative Market Strategy Denise Chisholm to get her thoughts on the recent announcement and what it could be signal for the broader economy. Denise said she expected the Fed to cut rates, but she’s not so sure that there's going to be an instantaneous reaction in the stock market. She says there very strong pockets of the market, small caps and parts of the consumer that are very rate sensitive that in some ways have felt the impact of the Fed's cycle much more than large cap corporate America. She says that’s where the most excitement will be felt. But she adds that it doesn’t mean it will translate directly into all stocks on the spectrum. Denise says real estate and financials are showing strong valuation support and wide valuation spreads and are something to consider as the current risk-reward is skewed to the upside. She also says defensive sectors such as consumer staples, healthcare, and utilities face margin and profitability issues.
Recorded on September 19, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Canada's annual inflation rate has reached its target 2 percent. Largely pushed by lower gasoline prices, it's the lowest level since February 2021. To explain how he is finding opportunities as Canada's economic picture shuffles, is Fidelity Long/Short Alternative Fund Manager David Way. David explains to the audience and host Pamela Ritchie how the fund is navigating the transition from a higher interest rate environment to a lower one, and how he is positioning the portfolio to take advantage of the sectors that stand to benefit. He also highlights the potential of AI and how the fund is looking for companies that can effectively deploy this technology to drive business growth rather than just cost savings. On the short side, David explains that it's often easier to identify companies that may struggle with technological disruption, such as those with functions that can be automated with AI. David also discusses the impact of consumer behavior, noting that value-conscious consumers are gravitating towards businesses that can offer compelling value propositions. Recorded on September 17th, 2024. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Fidelity Director of Global Macro Jurrien Timmer is back on the show today for his analysis on the latest market action, including the much-anticipated Fed announcement and what it may mean for you. He explains that the size and speed of the rate cut are not as important as the terminal rate and the Fed's path to reaching a neutral policy rate. He believes the Fed has room to be more aggressive with a 50 basis point cut to jump-start the rate cutting cycle, as inflation has moderated and the economy is not in crisis. Jurrien and host Pamela Ritchie also discuss the rotation in the market away from the mega-cap growth stocks towards the broader market, and how active management can help capitalize on this shift. Jurrien also touches on the favorable financial conditions, the strength of the earnings outlook, and the implications of fiscal dominance for gold prices. Recorded on September 16th, 2024. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Portfolio manager Aneta Wynimko manages Fidelity Global Consumer Industries Fund. She is based in London, but we caught up with her on a recent visit to Toronto. On today’s podcast, Aneta shares a 5-minute update on how consumers are responding to rate cuts. Now that rate pressures are starting to ease, where are consumers choosing to spend and save their money?
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today we’re joined by Bobby Barnes, Fidelity’s Head of Quantitative Index Solutions. He’s shares his thoughts on the current market environment, why buying the dip could be a winning move in large caps, and what opportunities to stay in invested in economic downturns. Bobby explains why focusing on permanent layoffs might provide a more accurate recession signal, and cautions against reacting too quickly to rising unemployment rates. Bobby also looks at the importance of long-term thinking in the current socioeconomic climate. With rate cuts taking long to materialize within the economy, to the potential impacts of the U.S. election outcome, Bobby remains focused on long-term trends, despite tactical opportunities that may come with current events.
Recorded on September 13th, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today, we sit down for a brief update with renowned Fidelity portfolio manager Will Danoff. In speaking with Glen Davidson, Will shares his strategies for navigating market changes as we transition from summer to autumn 2024. He also comments on the power of Fidelity, and why he's excited about the investing potential of artificial intelligence. For Canadian investors, Will manages Fidelity Insights Class and Fidelity Global Growth and Value Class.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Portfolio Manager Mark Schmehl answers these questions and more on today’s episode. Mark says we are currently in the digestion phase of the AI wave. He says everyone is invested in AI but nobody knows what the next big innovation will be in this space and what demand will look like. Host Pamela Ritchie says now that some tech stocks are cheap will he buy into the dip? Mark says no - he has seen this happen before and says you’re not going to miss anything, there will be other places to make money and invest. Besides AI, for Mark he is invested in healthcare, which he says people have ignored, but is doing well in a choppy economy. He’s also invested in non-tech growth stocks like home builders and biotech. Mark says there are lots of growth stocks that are not AI-related. His biggest worry is a potential recession, which he says alot of companies are not planning for, but should. Mark says overall he doesn’t think the consumer is in a great spot, but for now is okay and being cautious. He doesn’t quite know what the pain point would be for a potential recession, but he is keeping an eye on it and investing in other areas that are not necessarily AI-related.
Recorded on September 10, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
U.S. equity markets popped at the start of this week - a sign of hope for investors following a bleak trading week last week. After another soft jobs report last Friday, the focus is squarely back on growth. The JOLTS report shows that all of the excess labor demand from the pandemic has been corrected. So now the question is - does it stop here? Back on the show to shed light on this and much more is Director of Global Macro Jurrien Timmer. Jurrien reminds listeners and host Pamela Ritchie that market conditions have remained stable. He discusses the Federal Reserve's anticipated rate cuts, noting skepticism about the need for aggressive cuts, while emphasizing the shift in focus from inflation control to supporting economic growth. He addresses the debate over whether rate cuts indicate economic deterioration or a controlled slowdown, and of course, references many historical examples. Jurrien also touches on broader market trends, such as the potential unwinding of the dominance of the Mag Seven tech stocks and the strengthening of other sectors, and he considers the impact of AI on productivity and economic growth. Recorded on September 9th, 2024. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
How’s the state of the Canadian consumer? Is the Bank of Canada on the right pace in terms of rate cuts? And what does Canada’s recent unemployment rate mean for the broader economy? Joining us to discuss this and more are research analysts Thomas Goldthorpe and Brendan Cochrane. Brendan discusses the recent 25 basis point cut by the BOC saying the consumer would have probably benefited more from a bigger cut. He says with the refinancing of mortgages, this recent cut still affects the consumer’s discretionary spending. But Brendan adds they are still bearish on the Canadian consumer and there are still great opportunities in the Canadian consumer discretionary sector. Thomas says there may be more cuts are on the way, but it will take some time for the cuts to be fully made. Inflation is at 2.5 percent, down from where we were before, but he says it feels like we’re trending towards an inflation regime that could look something like pre-COVID days. They also touch on luxury consumer goods, on-going discussion on a soft landing vs. a hard landing, and the Canadian banking sector.
Recorded on September 6, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Portfolio Manager David Tulk joins us today to unpack the latest events in interest rate cuts, challenges facing Canada’s economy, and market volatility. David discusses the recent Bank of Canada rate announcement. He says how it’s clear that the BOC wants to continue to ease interest rates, given growing concerns over inflation. He explains how the BOC needs to get the overnight rate much closer to its neutral setting to battle the current rising unemployment rate. David also talks about the current affairs of Canada vs. Global Opportunities. He explains how U.S. elections coming up could lead to more fiscal spending and protectionist policies, which could impact Canada’s export-led growth. David also touches on diversified investment strategies, broad positioning, and immigration policies.
Recorded on September 5th, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Portfolio Manager Hugo Lavallée joins us today to share his unique perspective on navigating the current market. Hugo discusses the impact of recent interest rate cuts on consumers. While some relief is on the horizon, he notes that it’s coming slowly due to concerns over reigniting inflation. Hugo talks about the importance of time in his investment strategy. He emphasizes the value of patience in a market obsessed with immediate results. Hugo reflects on how his investment style has evolved over the past decade from quick trades to a more deliberate, long-term focus. With inflation cutting into purchasing power and interest rate pushing borrowing costs higher, Hugo is particularly focused on consumer discretionary stocks. Despite recent struggles, Hugo believes in the underlying strength of these businesses, and sees potential amidst the current market discrepancies.
Recorded on September 4, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
With the Bank of Canada set to make a rate cut announcement in the next coming days, we sit down with portfolio manager and Fidelity Canada’s Chief Investment Officer, Andrew Marchese, to get his latest insights on the market landscape and what a rate cut would mean for the broader economy. Andrew says in his opinion a cut of 25 or 50 basis points doesn’t matter – what concerns him is what a cut would signal to the market. Andrew says when you get into these rate cuts cycles, it's really about making sure that central bank reaction matches the economic backdrop. Most importantly, Andrew notes, the fate of the economy could probably be determined by one, macroeconomic metric and that's unemployment. That’s why you saw a dip in the market in August when the US reported higher unemployment numbers. For him, he’s concerned about the speed and the magnitude by which central banks cut. He also says we should be less concerned about a potential recession and be more mindful of possible leadership changes going into 2025 and what that means from a market perspective. Recorded on September 3, 2024. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
With inflation still above target, and continued evidence of a restrictive labour market, the economy appears to be in a late cycle pattern. Today's guest, however, points out the mid-cycle dynamics that have emerged, leading to broader economic growth globally. Joining us today for a look at the health of the global business cycle, and how it may shape investment decisions in the months ahead, is Fidelity US Asset Allocation Research Analyst Cait Dourney. Cait explains that the US is still in an expansion phase, supported by strong corporate and consumer sectors, with mid-cycle dynamics like profit margin growth. The large-scale stimulus has prevented typical late-cycle excesses, keeping private sector debt low and supporting continued growth. Profit margins and credit conditions are also improving, and the labor market is normalizing, reducing recession risks. Cait and host Pamela Ritchie also touch on international earnings revisions outpacing the US, inflation vs recession concerns, a potential Fed policy easing, and the benefits that rate cuts could have on the Canadian economy. Recorded on August 29th, 2024. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Joining us today to discuss what’s shaping the global bond landscape is Portfolio Manager Peter Khan. High yield bonds and other credit assets have generally provided greater risk-adjusted returns for investors. And Peter explains how he’s been navigating the landscape to provide investors with a good cushion. So why might now a good time to buy high yield on the current market weakness? And which strategies is Peter using for today’s market cycle?
Recorded on August 28, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Alternative investing could be an asset class that could offer investors greater choice. That’s the topic at hand on this episode of Fidelity Connects. Alternative investment strategist, Brendan Sims joins the program to discuss opportunities within alternative investments and the products Fidelity offers in this space. Brendan talks about the removal of barriers of entry and lower cost alternative solutions that makes alternative funds appealing. He discusses various types of strategies, the growth of alternatives and how it could potentially fit in a client’s portfolio.
Recorded August 30, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
With the rise of AI, cybersecurity is becoming a growing concern for all sectors of the economy. Today we’re joined by Imran Ahmad, Canadian cybersecurity expert and Partner and Head of Technology at global law firm Norton Rose Fulbright. Imran discusses how AI is changing the cybersecurity landscape for the investment sector and how advisors can best safeguard client information. He says the rise of deepfake technology is a real threat. Imran recommends advisors remain cautious and verify any unusual requests directly with clients. Monitoring client behaviour is vital, as is taking note of any financial transactions that deviate from your client’s typical patterns. Imran says advisors should stay on top of evolving and changing privacy laws in Canada. Our country has 24 different privacy and data protection laws, so it’s important to know the obligations under federal and provincial laws in order to fully protect your client’s data.
Recorded on August 27, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Signs of stabilization and potential growth are sprouting in the global real estate market. As economic conditions remain resilient, certain areas within the sector look more promising than others. Joining the show today to discuss the sectors in which he is seeing demand, and the strategies he implements to enhance portfolio resilience is Fidelity Global Real Estate Fund portfolio manager Steve Buller. Steve highlights that recent interest rate reductions have positively impacted real estate performance, especially when compared to broader global equity markets. He notes a significant shift towards income-oriented and defensive real estate sectors, like data centers and industrial properties, due to consistent demand and limited new supply. Going in-depth on data centers, he explains the "land-grab" effect they are experiencing due to the explosive growth in AI and cloud computing. He also discusses the evolving office market, explaining what the trend of companies reducing their office space due to remote work could mean for the future of the sector, particularly the potential of repurposing office buildings for other uses. Steve also touches on Hong Kong's market, the healthcare real estate sector, and the complex relationship between real estate and bonds. Recorded on August 26, 2024. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On this episode, Portfolio Manager Sri Tella discusses the outlook for bond markets in the second half of 2024. He anticipates gradual rate cuts, with the Federal Reserve focusing on employment and inflation, while keeping options open for more aggressive cuts if needed. Sri highlights its diversification benefits of fixed income saying it has stability against a high market volatility environment. He talks about how historically; fixed income has shown an asymmetric return profile at market cycle inflection points. Sri also discusses the outlook for rate cuts in Canada. He says he expects the cuts to continue, though much of this is already priced into the market. He touches on the current positioning within defensive sectors, noting a shift towards higher quality within the corporate space, explaining how provincial bonds are favored for their lower volatility and better liquidity.
Recorded on August 23, 2024.
For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Portfolio manager Aneta Wynimko joins us today as she discusses the latest global consumer spending patterns and where she is finding investment opportunities in the second half of 2024. Aneta talks about the challenges in the consumer sector over the past few years from spending on all sorts of beauty and health-related products coming out of the pandemic to slowly down spending in some parts of the world including China. Aneta is shifting her investment focus to India and Vietnam pointing out a lot of big consumption opportunities there. She says the Global Consumer Industries Fund includes large positions with exposure to consumer tech, whether it's Apple or Netflix or Amazon. They have strong growth. They have good visibility of earnings and valuations, so they are core and pillar of the fund. But Aneta also looks at other opportunities including early cyclicals - companies that will benefit if interest rates come down and when consumers will have more disposable income to spend.
Recorded on August 21, 2024.
For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Joining us today to delve deeper into the shifting tides of Canada’s economy is economist and futurist Linda Nazareth. Linda is a former Senior Economist with CIBC, and a current Senior Fellow for Economics and Population Change with the MacDonald-Laurier institute. Canada’s economic and labour landscape is continually evolving, and today they are significantly influenced by two major factors: AI and the green transition. So how might these factors be influencing how companies operate? What impact might this have on certain industries, investment decisions, and how we work? We’ll unpack this and more today with Linda, and host Pamela Ritchie.
Recorded August 1, 2024.
For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today we welcome Portfolio Managers Jeff Moore and Michael Plage as they discuss the fixed income landscape. Jeff and Michael touch on topics such as the positive correlation between stocks and bonds, the sustainability of the 60/40 portfolio, and what steeper unwinds mean for the U.S. treasury curve. With strong bond market flows, there have been significant returns, leading to an increased demand for treasuries in this sector. Jeff and Michael also touch on what geopolitical tensions could mean for fixed income. They explain how these escalations could accelerate Fed rate cuts and benefit bonds, but could also negatively impact equities.
Recorded on August 20, 2024.
For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Earnings estimates continue to rise. This rise in earnings combined with falling rates could be a good backdrop for equities, a few high valuations notwithstanding. Joining us to unpack the latest market action is Jurrien Timmer, Director of Global Macro. Jurrien speaks with host Pamela Ritchie about the risks and effects of a possible rotation out of mega caps stocks and how a gradual reduction in rates by the Fed could change the economic landscape. Expanding on his market insights, Jurrien says if we do get a rotation out of the Magnifcent 7, we could be in a “careful what you wish for scenario.” He says wherever big stocks go, people will follow. Jurrien says we’re coming to a normalization in the market in both directions since the pandemic and he believes we are not heading into a recession. Jurrien says yes, we need to stay vigilant and monitor market moves, but investors should also take this as an opportunity to rebalance and diversify their portfolios. You can also see Jurrien’s slides on X, formerly known as Twitter.
Recorded on August 19, 2024.
For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today on the program, Fidelity Equity Research Analyst Payton Liske joins host Pamela Ritchie for an in-depth discussion on the U.S. aerospace and transportation sectors. With nearly 11 years at Fidelity, Payton’s diverse background offers a unique perspective on these cyclical industries. Payton dives into the challenges and opportunities facing the transportation sector, which has experienced significant volatility and earnings drawdowns since the pandemic. He also sheds light on the slow but steady recovery of the aerospace industry, where domestic air travel is rebounding, but also touches on the supply chain issues that hinder OEM production. Payton talks about the supply chain dynamics, and how the stronger pricing powers within the less-than-truckload segment has benefitted from the market consolidation. Payton also discusses how advancements in digital brokerage are reshaping the logistics landscape, offering smaller trucking firms greater access to business opportunities.
Recorded on August 16, 2024.
For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Jurrien Timmer, Director of Global Macro, is back today for his quick hit “Timmer Time” to share why elections may, or may not, matter to financial markets. Also why bonds may be back!
For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome Institutional Portfolio Manager Naveed Rahman as he provides an update on Fidelity’s Global Intrinsic Value Class and where he is finding new opportunities globally. Naveed says the team continues to invest in high quality companies that are reasonably priced. The team’s strategy is not looking for cheap companies - rather they are focused on companies with attractive valuations and high margins. Naveed says in most downdrafts the fund has been able to capture 48% downside and about 85-86% upside making this fund a complementary piece to equity portfolios. Naveed adds the team is invested in small to mid-sized cap companies. The fund is not dominated by tech stocks and is not invested in the Mag 7. Rather the fund is invested in tech, but in secondary beneficiary companies that have a significant role in AI-related themes. He adds the fund invests in healthcare, energy and materials.
Recorded on August 15, 2024.
For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today, we chat with Portfolio Manager Dan Kelley about founder-led companies and where he’s seeing opportunities in areas of AI and innovation. He discusses Founders Class Fund, which focuses on companies whose founders are still deeply involved in its daily operations. Dan highlights the appeal of founder-led companies, including those in the "Mag 7," which are closely tied to secular trends. He also anticipates broader opportunities, particularly in cyclically driven companies that have been cautious until now. He adds despite concerns of an economic slowdown, he identifies opportunities in consumer cyclicals and financials, where many companies are currently undervalued and offer promising long-term growth. Dan explains his excitement for the potential of generative AI, seeing it as a transformative technology with the ability to revolutionize daily life. But he adds, the rapid growth in AI, could cause some instability in the long term. And while the fund is predominantly focused on U.S. companies, it does have some international exposure, including Canada.
Recorded on August 13, 2024.
For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
After a week of volatility, US equity and bond markets are on the rebound. Key economic data will be released shortly, including CPI and retail sales. Joining us to unpack the latest market action, and what it may mean for you is Jurrien Timmer, Director of Global Macro. Jurrien speaks with host Pamela Ritchie, and shares his latest thoughts on the Fed, monetary policy, and valuations. Also, what market movers to keep an eye on in the near future. As always Jurrien will be sharing his ever-popular charts, so we encourage you to follow along by watching this as a video podcast on platforms that support video such as Spotify or YouTube Music. You can also see Jurrien’s slides on X, formerly known as Twitter.
Recorded on August 12, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today we check in with Director of Quantitative Market Strategy Denise Chisholm for her sector watch analysis and what recent data is telling us about the broader economy. As the markets find its footing after last week’s global selloff, Denise shares if this was part of a healthy market correction or if it’s a sign that a recession or even possible hard landing is on its way. She says looking at historical data, what you will find is that when there are big spikes in the VIX, especially relative to the increase in credit spreads which run up , but not very much – what you will find is that in the top 2% of all occurrences, even in the top decile, those spikes tend to happen 85% of the time outside of recessions. So, for Denise, this recent sell off was not a typical recessionary signal. Yes, a shock to the market, but based on history, not shocking enough to tip the market into a recession. Denise says the labour market continues to be strong with the participation rate increasing especially those at prime age between 25 and 54 years old. In terms of strong sectors, Denise says financials and health care are showing potential to outperform. Denise says it may be time to lean into those economically sensitive sectors
Recorded on August 8, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
The Bank of Japan raised interest rates last week, causing a rippling affect that rocked global markets. The Japanese Yen surged, and the carry trade began to unravel. Global markets have rebounded since then, but may investors are searching for answers as to what this means for the markets going forward. Could the carry trade continue to unwind? And what could the Federal Reserve’s next move be as they look to cut interest rates next month? We speak to Fidelity Portfolio manager Salim hart to make sense of the latest events and what the Global Intrinsic Value team are positioning their portfolios for the months ahead. Salim recently visited Japan and provides insights into what the Bank of Japan could do next and what opportunities is finding at the moment. He also discusses the newly launched Global Micro-Cap Fund, which taps into the broad and less explored market and what opportunities he’s seeing with newer, less-established companies.
Recorded on August 7, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
The dust is settling somewhat as markets get a handle on a global selloff this past weekend that saw investors move money out of markets due to worries of a recession in the US, a slump in earnings from giant tech companies, and Japan’s Nikkei seeing its worst drop in almost two decades. To unpack this global market situation is Fidelity’s director of ETFs Andrei Bruno. Andrei sits down with host Pamela Ritchie to discuss how the market could recover and what this all means for investors. Andrei says although the global selloff is a bit worrisome, generally, market corrections are healthy. He says now is not the time to panic or make any extreme moves. He says now is the perfect time to diversify your portfolio and take advantage of active management where investment professionals can make sense of the chaos. With a wealth of experience in bonds and the capital markets, Andrei says to keep a close eye on fixed income. Perhaps it may be time to add duration to your investment sleeve specifically US bonds. Andrei adds many questions still linger as global markets begin to calm down, he adds this probably won’t be the last of the market volatility we’ll see this year. But a US recession won’t come tomorrow. Stay the course, and focus on diversification.
Recorded on August 6, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today on the show, we check in with two of Fidelity Canada’s equity research analysts Robert Reynolds and Claire Fleming. They share their latest insights into the industrials and materials sector and what they could see happening in the remainder of the year. Bobby and Claire sit down with host Pamela Ritchie and talk about the hit equity markets are taking as of late, and what that could mean for their respective sectors. Bobby reiterates the markets have seen days like this before. He says U.S. industrials have been relatively strong over the last year and half where certain themes like nearshoring could be beneficial. Claire points out materials, like copper, has seen some challenges. But she also says there are some great differences this cycle compared to past cycles where some secular trends can help offset some of those cyclical pressures. Claire and Bobby also touch on Mergers and Acquisitions, the latest earnings report and what a potential rate cut by the Fed could mean for sectors and for consumers.
Recorded on August 2nd, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
With the Fed’s latest decision to hold rates, but also signaling rate cuts ahead in September, we sit down with Institutional portfolio manager, Ilan Kolet to get his insights into the current inflationary environment, and what it means for the Global Asset Allocation team’s fund positioning. Ilan speaks to host Pamela Ritchie about current US unemployment numbers, productivity, and how the latest data is creating optimism in the markets. Ilan who previously worked at the Bank of Canada says the BoC’s is not motivated by geopolitics or other macro themes, but rather influenced on monetary policy and not politics. Ilan says the GAA team continues to be overweight US equities, albeit slightly trimmed down. He adds they are also overweight commodities and are invested into EM as they see this area filled with potential growth.
Recorded on August 1, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
As we relax this holiday long weekend it's time to clear our minds and look ahead. On today's podcast we welcome back Jessie Sarafian, host of our Invested in Wellness podcast and webcast, for a standing flow exercise to put our body and mind's in the right space.
With inflation cooling, a dovish Federal Reserve, and resilient growth, the US economy is exhibiting classic 'Goldilocks' conditions - neither too hot, nor too cold - but just right. And today's guest is seizing this opportunity. Joining the show today to discuss where he's finding opportunity in the US and beyond, including where we are in the business cycle and what that means for portfolio construction ideas is Fidelity US Vice President and Lead Portfolio Strategist Paul Ma. Paul gives the audience and host Pamela Ritchie an overview of the US economy and market conditions, and outlines a favorable environment of solid fundamentals, including strong GDP growth and lower inflation. He emphasizes the potential of small-cap stocks, noting their undervaluation compared to large-cap stocks, though he cautions that small-cap stocks are more vulnerable to economic fluctuations and high interest rates. He also discusses global market dynamics, focusing on India's economic growth amidst geopolitical tensions and trade shifts. Paul explains his approach of balancing investments between small and large-cap stocks while keeping an eye on global developments and inflation trends, and how this could help investors. Recorded on July 31st, 2024. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome institutional portfolio manager Tom Rollins. Tom works closely with portfolio managers Kyle Weaver and Becky Baker who co-manage Fidelity’s U.S. Growth Opportunities Class fund. We check in with Tom to discuss growth opportunities in AI, in mega-cap stocks, and what investment opportunities are on the minds of both Kyle and Becky. Tom emphasizes the appeal and opportunity within the artificial intelligence landscape noting that we are currently in the build-out phase of AI. Tom says the team is investing in supply chain companies that are supporting this massive buildout. Tom says the fund team looks for companies and stocks that fall into 3 main buckets of the growth landscape: one - mature companies that are growing faster than the market; two - companies demonstrating resilient growth and three, companies that are less mature and are on the tipping point of massive growth. Tom adds macro themes in the market don’t play a big role in the team’s investment decisions; they spend more time focusing on mini-cycles within certain industries and sectors that are timed differently than the overall market.
Recorded on July 30th 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today, we explore the fixed income landscape with Institutional Portfolio Manager, Beau Coash. Beau discusses AI’s impact on the bond market, market volatility amid political developments, and investment strategies in the corporate environment. With inflation cooling and yields no longer at their peak, Beau notes that the Fed is moving closer to cutting rates, signaling a more normal market environment. He also touches on the emerging opportunities in fixed income, which are supported by positive economic indicators such as consumer spending and easing wage pressure. Beau also highlights the bond markets attractiveness, with U.S. Treasury yields at levels not seen since 2006. He outlines investment strategies that favor maintaining liquidity, and shares his current thoughts on the US dollar’s strength.
Recorded on July 26th, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
On today’s podcast we hear from Joe Overdevest, portfolio manager, on two different topics: the AI transition, and commodities. We’ll hear Joe’s thoughts on companies you might not recognize that may benefit from the AI transition. Additionally, Joe manages Fidelity Global Natural Resources Fund alongside Darren Lekkerkerker, and he ranks his current favourite commodities, and discusses the implications for their fund.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
The Bank of Canada has cut its key interest rate by 25 basis points to 4.5%. This is the Bank’s second consecutive rate cut, and they’ve signaled more cuts ahead. Joining the show today to discuss what the latest rate cut means for Canada’s economy and for you, is renowned economist Don Drummond. Don has held several senior roles at the Federal Department of Finance where he was responsible for economic analysis, fiscal and tax policies. Don speaks with host Pamela Ritchie to dive into what lower interest rates could mean for the CAPEX story? And might lower interest rates spur further investment into Canada? They’ll also unpack inflation, wages, mortgages, immigration, and more. Let’s get to it.
Recorded on July 25, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
With the U.S. presidential election just three months away, and the incumbent president stepping down as the Democratic nominee, the race for the White House has taken quite the turn. So how does this race shape up now in terms of the global economy? What will it mean for trade, energy, and geopolitics in Canada? To unpack these issues and more, today we welcome special guest David MacNaughton to the show. David is the former Canadian Ambassador to the United States during the Obama and Trump administrations. He sits down with host Pamela Ritchie and shares his insights on a variety of political and economic topics. David says as one of the biggest trading partners to the U.S., Canada is very much reliant and affected by the political moves south of the border.
Recorded on July 24, 2024.
US equity markets bounced back at the start of this week following Friday's global IT outage that impacted several industries, and President Joe Biden's decision to drop out of the presidential race has some feeling a greater sense of uncertainty in the markets as the election becomes tighter. So how are the latest market developments influencing today's guests market outlook? Joining the show today to share his latest market thesis, including the macro themes moving markets this week, and what they may mean for you, is Fidelity Director of Global Macro Jurrien Timmer. Despite the various recent events in US politics, Jurrien emphasizes the resilience of US financial markets, driven by strong earnings growth and anticipated Federal Reserve rate cuts. He highlights the current unique scenario where earnings are accelerating while the Fed prepares to ease rates, a rarely seen combination that is supportive for most stocks. The conversation between Jurrien and host Pamela Ritchie also touches on the ongoing shift in market dynamics, with potential broadening and rotation away from dominant mega-cap stocks, which especially benefits small-cap and value stocks. Recorded on July 22, 2024. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Hello, and welcome to FidelityConnects, A Fidelity Investments Canada Podcast. Connecting you to the world of investing, and helping you stay ahead. Today, John Bradley, Director of Emerging Technologies, sits down with host Pamela Ritchie to discuss the benefits of artificial intelligence in the financial services industry. He touches on AI tools for advisors, and the accuracy and relevance of data used by AI. He emphasizes the irreplaceable role advisors play in matching their client’s emotions and responding to changes – something AI cannot do effectively. John also talks about the industry’s compliance stance, highlighting the importance of understanding where data is stored, who owns it, and when AI tools come into play. He says while generative AI is not yet capable of providing high-quality financial advice, John sheds light on other emerging technologies that could help advisors. He notes the critical importance of ethics in using AI for financial advice.
And a note to our listeners, Andrei Bruno, our Director of ETFs at Fidelity Investments Canada will hold an AMA on all things ETF. That’s coming up on July 23rd at 12 pm eastern. Go to: reddit.com/r/etfs to pre-sumbit questions now or ask live on July 23rd
Recorded on July 19th, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Portfolio Manager Don Newman joins the program and sits down with host Pamela Ritchie to discuss the investing outlook for Q3. Don talks about the impact of cooling inflation on dividend stocks, interest rates, and the overall market rotation. Don provides insights on sector-specific trends: how technology is feeling the impact of rate changes, while Energy and Financials might see growth from deregulation. Utilities and infrastructure are seeing an increased demand due to the need for AI and data centers, with infrastructure investments in regions like the Carolinas and Texas looking promising. Don also notes how Canadian energy sector companies are improving capital structures and enhancing shareholder returns through these yields. Don also touches how lower interest rates could benefit Canadian banks, and what the current real estate opportunities in the health care and industrial sectors looks like.
And a note to our listeners, Andrei Bruno, our Director of ETFs at Fidelity Investments Canada will hold an AMA on all things ETF. That’s coming up on July 23rd at 12 pm eastern. Go to: reddit.com/r/etfs to pre-sumbit questions now or ask live on July 23rd
Recorded on July 18, 2024
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today on the program, we speak to long-time portfolio manager Steve DuFour who manages the U.S. Focused Stock Fund. Steve shares his perspectives the current inflationary environment, the earnings cycle, and what the upcoming presidential race could mean for the US economy. Steve explains how the U.S. Focused Stock Fund is a concentrated fund comprised of 36 stocks. His niche is finding companies with strong relative earnings. For him, he spends time looking at companies with good balance sheets and good earnings. He’s not necessarily latching onto current trending themes. For him, he meets with company leaders, looks at company earnings as a whole, and from there discovers what themes are driving the company’s success. Steve also touches on the impact of AI, why he invests in healthcare, utilities, and REITS.
Recorded on July 17, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
With Canada’s annual inflation rate cooling, CPI falling to 2.7 percent in June and slower growth all around, how will this affect the Bank of Canada’s next move? Institutional portfolio manager, Ilan Kolet sits down with host Pamela Ritchie and shares his thoughts on interest rates, inflation, and the Canadian dollar. With the consistent cooling down of inflation, Ilan says this could give the BoC the green light to become less restrictive. He says we will probably see a cut real soon, but he adds, rates will noy go back to the historic lows we’ve seen in the past. He points out that households, especially Canadian households will still feel the pinch which will trigger cutbacks on alot of discretionary spending of Canadians. Ilan who previously worked at the Bank of Canada says the BoC is aware of this stress on Canadians and it has no plans to implode Canadian households. Ilan says what we need to focus on is improving Canadian productivity. Canada’s GDP didn’t see any growth in 2023 and has lagged greatly behind the US. Ilan says currently the Global Asset Allocation team is overweight US equities specifically in the productivity sector and underweight Canada. He adds the team is also focused on commodities including gold, oil, and global natural resources.
Recorded on July 16, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Fidelity Director of Global Macro Jurrien Timmer is back on the show today to share his latest market thesis, and the macro themes moving markets this week. Jurrien emphasizes that recent economic indicators, including the CPI and jobs reports, suggest that the Federal Reserve may soon begin cutting interest rates, possibly starting as early as September. He explains how this could potentially benefit both bond yields and equities. He points out that inflation has moderated, giving the Fed room to ease monetary policy. Jurrien discusses broader market implications, such as the potential for a broadening market rally, and the impact of global political outcomes on market sentiment, particularly in relation to fiscal policies and regulatory environments affecting different asset classes like bitcoin and traditional equities. The conversation also touches on the performance of the banking sector, the global implications of Fed policies, concerns around deflationary risks, and an analysis of recent corporate earnings reports. Take a listen. Recorded on July 15, 2024. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Institutional Portfolio Manager Abhijeet Singh joins the show today to take us through the current landscape of emerging markets around the world, and to discuss the investment themes shaping Fidelity Emerging Markets Fund. Abhijeet points out that a potential U.S. rate cut could benefit emerging markets by alleviating pressures from a strong dollar and high U.S. rates, which have historically posed challenges. He highlights specific regions like Brazil and Mexico, where maintaining higher interest rates has helped stabilize currencies despite well-controlled inflation. He contrasts the investment appeal of countries like China, with attractive valuations amid economic stabilization efforts, against India, where high valuations have tempered investment enthusiasm. In terms of sectors, he favors materials and consumer sectors but advises caution in tech due to inflated valuations. He highlights the benefits of a balanced growth at a reasonable price strategy, which positions the Fidelity Emerging Markets Fund to capitalize on diverse opportunities while managing risk and global uncertainties. Recorded on July 12, 2024. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
In today’s episode, we are once again joined by Director of Quantitative Strategy, Denise Chisholm, to discuss sector trends, market movements, and crucial topics in the investing industry. With the recent CPI number out, Denise believes a rate cut is likely. The latest data shows shelter costs aligning with 2021’s level, signaling that inflation pressures are easing. Denise then cautions that the rapid normalization occurring may feel like a recession given its contrast with the past decades conditions. She emphasizes that investors need to stay open-minded and consider diverse factors influencing the economy beyond recent historical norms. She notes that small caps have begun broadening out after a lagging effect over the past six months. Denise stresses the importance of considering earnings growth, as it drives the market. She says improving risk-reward profiles for small caps is evident if earnings growth accelerates and the Fed cuts rates. Denise closes off by giving her thoughts on Canada’s labour demand, diving into sectors sensitive to interest rates, and identifies attractive opportunities within small-cap stocks amid potential market shifts.
Recorded on July 11th, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today, we are joined by Portfolio Manager, Morgen Peck, to discuss value investing, opportunities in the international markets, and how the Global Intrinsic Value team co-manages their fund. Morgen begins by describing the Global Intrinsic Value fund as a co-managed fund that benefits from multiple portfolio managers specializing in risk evaluation and idea generation. It is a value fund with a quality tilt, offering strong downside protection during market drawdowns while keeping pace during upswings through quality stock picking. She then notes that there are numerous opportunities in the smaller and mid-cap segments. Looking internationally, Japan is also highlighted as a key area, as Morgen talks about its currently undervalued and overlooked public companies. Morgen also uncovers other hidden gems such as the driving consumer and energy sectors, the geopolitical landscape, and AI development. She closes off by going in depth with the fund’s contingency plans. While the fund doesn’t maintain a strong macro forward view, Morgen emphasizes a good margin of safety and downside capture, offering resilience in potential recessions. She says with her team, she is actively trying to provide results correlated with the funds unique nature.
Recorded on July 9th, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Capital gains taxes are going up for some Canadians, but there’s a lot of confusion among investors and cottage owners about what it all means. Ottawa says it’s only targeting the 0.13% but could it affect a wider segment of the population? What do the changes really mean and could it impact you and your summer oasis? We’re talking cottages and capital gains today, featuring host Bryan Borzykowski breaking down these changes, and speaking with a number of experts including Fidelity’s Michelle Munro, Director Tax and Retirement Research, and Phil Soper, CEO of Royal LePage. Today’s interview was initially presented as a webcast in our Upside+ series, which you can watch on Fidelity Canada’s LinkedIn page or YouTube channel.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Equities ended higher last week as fresh data showed weakness in the labor market, strengthening the case for the Federal Reserve to lower interest rates in September. With the mega growers continuing their highs, it continues to be a tale of two markets, making today's guest rethink the bullish broadening thesis. Joining the show today to share his latest market thesis and the macro themes moving markets this week is Fidelity Director of Global Macro Jurrien Timmer. Jurrien points out the dual impact of favorable inflation data and slower job growth, setting the stage for potential Fed action. He also notes the market's relatively calm reaction to recent political events, presenting historical data that suggests presidential elections have limited long-term impact on market returns. Jurrien speaks to the bifurcated nature of the current bull market, where a few mega growers dominate while broader market breadth remains narrow, posing challenges for stock selection as the gap between top-performing stocks and the rest of the market continues to widen. Recorded on July 8th, 2024. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
In today’s episode, we are joined by Portfolio Manager David Way, to discuss alternative strategies for the long and short fund in the third quarter. David provides insights for the growing interests in alternative investments, and the strategies to follow to help smooth out volatility in the current market. David begins by highlighting why alternatives are increasingly seen as a way to manage volatility. He talks about the opportunities available to enhance and generate returns on both the long and short funds. He emphasizes that given the current political volatility and market concentration, these strategies are proving valuable. When asked about the themes driving his stock picks and whether the AI story has been overplayed, David acknowledges that AI has led to a significant price appreciation within major companies. However, he also notes that there are companies facing existential risks from AI, and goes into the impacts it has on user metrics and revenue generation. He then talks about other relevant topics such as how the current rates environment is impacting his thesis, the performance of alpha in his short portfolio, and other risks involved in his long and short strategies. David then concludes with his thoughts on where we are in the market cycle, providing a broader perspective on how to navigate the current economic landscape.
Recorded on July 4th, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
In this episode, Investment Director Tom Stevenson joins us to discuss the impacts of the recent UK election results on the markets. Tom addresses the potential implications of the Labour party government on investing in the UK providing insights into how stock markets typically respond to elections. Tom highlights the positive response to the shift in power, looking at the equity market, fixed income/bond markets, and the pound, all of which have risen. Discussing trade and foreign direct investment, Tom explains that the new Labour government is likely to positively impact sectors like home building, while potentially imposing more taxes on oil and gas sectors. One of the Labour’s key strategies to promote growth is to rebuild relationships with the EU, which could enhance trade relations outside of Britain. Tom does note how the UK market is heavily influenced by global factors. Tom concludes that the election results is viewed positively for the domestic economy, making the UK market an attractive option for investors.
Recorded on July 5, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
For a few years now, we’ve welcomed today’s guest to our advisor-only live webcasts, and are pleased to offer this discussion also as a video podcast. Carlos Cardone, Senior Managing Director of Investor Economics, sits down with host Pamela Ritchie to share his team’s findings on the wealth management industry in Canada. This includes the latest trends shaping the industry so far in 2024, including the rising popularity of active ETFs, and much more. Investor Economics research is supported by a number of slides, so for those listening we encourage you to view this discussion on a platform that supports video podcasts such as Spotify or YouTube Music, for the full experience.
Recorded on July 3, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Fidelity Canada offers a range of Canadian, US, and global ETFs in different asset classes. Whether it's active, factor-based, fixed income, sustainable investments or digital assets, Fidelity offers a mix of ETFs for various investment styles or time horizons. Joining the show today to talk us through his best ideas with Fidelity ETFs, and for a look at the latest ETF industry trends, is Fidelity ETF strategist Raghav Mehta. Raghav delves into the concept of using factor-based models in ETF selection, citing Fidelity's Systematic Canadian Bond ETF as an example of how quantitative analysis can optimize bond portfolios for risk-adjusted returns. He also emphasizes the importance of seasonality in investment decisions, and how historical patterns can guide current strategies. As an example, he highlights the potential benefits of Canadian bonds with extended durations following rate cuts, pointing out their historical outperformance in such periods. He also discusses Fidelity's All-In-One ETFs as comprehensive solutions for diversified portfolios, being designed to navigate various market conditions efficiently, and explains his team's strategic approach to their ETF offerings, blending historical analysis with quantitative methods to address investor needs across different asset classes and market environments. Recorded on June 28th, 2024. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Hello, and welcome to FidelityConnects, A Fidelity Investments Canada Podcast. Connecting you to the world of investing, and helping you stay ahead. In this episode, we are joined once again by Director of ETFs, Andrei Bruno, to discuss the current third quarter in capital markets. Andrei provides valuable insights into the latest data, market trends, and investment strategies to navigate the current economic landscape. He starts by highlighting the importance of retail sales and inflation numbers this past week. H examines both US and Canadian data, noting a slight uptick in unemployment, but nothing concerning at this stage. He also touches on the divergence in market flows, and how each countries yield curves are looking. When asked about buffer ETFs, Andrei acknowledges that they haven’t gained a tremendous amount of traction. He explains that in a scenario where markets decline significantly, buffer ETFs are likely to outperform, offering a level of protection for investors. He then discusses the role of nuclear power in supporting the new, developing, AI ecosystem. He argues that nuclear power is essential for meeting increased energy demand while minimizing gas emissions, emphasizing its importance beyond just AI. Andrei closes off by sharing his cautious optimism about equity markets for the second half of the year, predicting that the US will not enter a recession this year, with these risks instead being pushed to 2025. He also answers questions regarding international equity exposure, the concept of deflation in markets, and future investments.
Recorded on July 2nd, 2024
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
For today’s podcast, we’re featuring Jessie Sarafian, host of Fidelity Canada’s “Invested in Wellness” podcast and live webcast series, who will take us through stretching exercises for our hands and wrists. There is a lot of strain on our hands and wrists these days – computers, phones, tablets, gaming, and more – and this discomfort can spread to the neck and throughout the body, so let’s take a few minutes to relax our muscles today with these simple exercises.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today, we’re joined by Fidelity Portfolio Managers Sri Tella and Lee Ormiston to discuss the latest economic developments, and what the results mean for investors. Our focus today is on the Bank of Canada’s recent interest rate cut, inflation, and evolving fixed income strategies. Lee shares his thoughts on the higher-than-expected CPI, highlighting that Canadian inflation has a momentum that is rising faster than global trends. Meanwhile, Sri talks about the timing and pace of these cuts, advocating for a gradual approach to these rate reductions. Both then discuss the yield curve, and how they anticipate it to steepen in the short-term. Lee mentions that long term rates are currently fair, and he sees opportunities in the front end of the yield curve. Sri then addresses the current economic outlook, and future investment implications. He suggests that regardless of the current recession risk, there is a low probability for recession given the strong labour market and population growth. Lastly, the two discuss their fixed income positioning, emphasizing a focus on ten-year notes, and a cautious approach due to long-end yield curve inversion. They close off by stressing the importance of earning yield with controlled risk, while simultaneously adapting to economic and market changes.
Recorded on June 27th, 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
In this episode, we check in with Director of Quantitative Market Strategy Denise Chisholm for her bi-weekly sector watch and what recent data is telling us about the broader economy. Denise believes the markets have had a muted reaction to recent jobless claims cementing her theory that the market is experiencing a very soft-hard landing. But is this softening too quick? Hiring continues in the labour market, but the question is will this last? Denise believes month-by-month numbers are not predictive of what’s happening in the broader market. To really understand, she says you need to zoom out and focus on the year-on-year changes. The only true predictive factor to her is profits and earnings. And at this moment, it seems like companies have enough capital to keep people employed and on the payroll. She touches on how inflation dynamics are playing out very differently in terms of profits. Why are we having this bull market? How is this affecting the consumer sector? Denise says the deceleration in the market has been good for the stock market, but not good for purchasing power on the consumer. Individuals are finding it hard to dig out of rent increases, food inflation, and housing issues. She advises investors to be on the defense and offence. She sees strength in utilities, healthcare and consumer staples. And if you want to look into the offence, financials, real estate and industrials could be something to consider.
Recorded on June 27th 2024.
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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Today on the show special guest Jack Mintz joins us. Jack is an economist and President’s Fellow at the School of Public Policy at the University of Calgary. He discusses Canada’s economy, and challenges Canadians face in this current market environment plus he highlights the recent changes to capital gains taxes. Jack shares his thoughts on the capital gain inclusion rate, touching on both the individual and corporate levels. He points out the capital gains inclusion rate is increasing from one half to two thirds. For individuals, there is a threshold of $250,000 where the 50% inclusion rate still applies. Most individuals won't be significantly impacted by this change, he says, but other taxpayers like corporations and trusts are affected from the first dollar. These new rules will come into effect on June 25th and the impact of these changes on the market is uncertain and will be observed over time. Jack also touches on the inflation story and how he does not see inflation dropping again any time soon, and that it’s going to take some time to get back to 2%. In terms of international investments, Jack believes that the current environment is a deterrent for foreign companies considering acquiring Canadian firms. He points out that Canada is struggling to attract investments, and how the country’s real per capita GDP has been declining for the last six quarters. Jack also addresses concerns about population growth, productivity output, and M&A synergy.
Recorded on June 25h, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
In today’s episode, we are joined by portfolio manager Aneta Wynimko as she gives us an update on global consumer trends and where she is seeing opportunities in the consumer space. Aneta says the beauty space in Europe has grown a lot since the pandemic especially in the fragrance area. She also notes the fragrance niche is hitting the younger female generation as opposed to the older female age group. She comments how the European economy is much more different and slower than the US economy sparking tourism influx into Europe. She notes prices haven't gone up that much in Europe making things much more affordable which is why you’re seeing a massive migration of tourists coming on holiday to European countries. She also notes higher ticket discretionary items are suffering as she says people are hesitant to invest in big ticket items for fear of going into debt. Aneta says anything to do with home improvement is very sluggish. Auto sales like the EV sales trend has slowed down quite a bit. Aneta also comments on the demand of spirits, chocolates and weight loss drugs and the effects they have on the consumer space.
Recorded on June 21st, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Hello, and welcome to FidelityConnects, A Fidelity Investments Canada Podcast. Connecting you to the world of investing, and helping you stay ahead. In today’s episode, we are once again joined by Director of Global Macro, Jurrien Timmer, to discuss key topics impacting the market in the second half of 2024. Jurrien looks at the current trends and suggests that we can expect a drama-free market. He notes that earnings growth is becoming more resilient, with positive momentum indicating a double-digit earnings growth for the latter half of the year. He highlights the significance of AI in driving economic growth. He explains that AI is one of the few factors that may generate sufficient economic growth to counteract the rapidly growing debt, and that productivity Is crucial for companies during this period to avoid falling into a debt trap. Jurrien then offers asset allocation advice, noting that bonds remain a competitive and viable asset class. He stresses the importance of diversification, suggesting that investors consider a broader range of options, including TIPS, commodities, and alternatives. As always, Jurrien shares his charts so please go to @TimmerFidelity on X (Formerly Twitter) to follow along.
Recorded on June 24th, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today we speak to co-managers of Fidelity Global Small Caps Opportunity fund Connor Gordon and Chris Maludzinski as they give an update on the fund, talk about their investing strategy, and where they are finding hidden gems in North America and globally. Chris points out the fund is 60 percent US-focused, but the other 40 percent is looking more attractive as valuations come down. Chris says being able to harness Fidelity’s global resources, visit management and go to trade shows is helping the team find attractive risk-reward opportunities. Connor adds that with global allocation they don’t take a top-down view and see it as an asset class, but rather an opportunity set. For example, mining equipment includes a lot of large caps in the US, but outside of the US, they are finding what they call “hidden global champions.” Chris adds that they believe volatility creates dislocation, and dislocation creates mispricing. They are putting the work in now so that they have a list of companies with price targets that they want to execute when the time comes. They go deeper into their selection of companies. Chris says they try to find dislocations, mispricings, and high-quality companies - which for them means companies that can grow earnings above market rates of return and have multiple arbitrage. Connor adds they look for situations where a quality company is mispriced because then we can have a differentiated view. Chris and Connor also discuss how AI fits in this mispricing story, how value and growth are interconnected, and how small caps are faring in this current high interest environment.
Recorded on June 20th, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
In today’s episode, we are joined by personal finance expert and author Robin Taub, who sheds light on how Canadian youth are navigating the current investing landscape. She explores the importance of teaching young people about budgeting, finances, and investing from an early age, and how key barriers, such as a lack of financial literacy might be affecting them. Robin also dives into the impacts of inflation and how its affecting young Canadians. She also highlights the 5 pillars of money and what these mean for young investors, and later discusses how managing day-to-day expenses, especially rent, is a significant struggle for this group. Robin touches on the differences between how men and women save, how families are helping their children financially, and the broader benefits of financial literacy for Canadians.
Recorded on June 19th, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Portfolio Manager Ramona Persaud joins us today to discuss her current investment strategies, how valuation is currently being dispersed, and how international markets are performing. Ramona talks about the current performance of value and dispersion outside the US, particularly in continental Europe, the UK, and parts of Asia – and touches on the potential in more cyclical sectors such as tech. She highlights how there is increased value dispersion and alpha signal abroad. She explores how the Europe’s concerns regarding sustainable growth have shifted focus from the energy sector to one of defense and notes how her team in Europe is always swiftly adapting to these changes. Despite market uncertainties, Ramona emphasizes how she continues to find compelling valuations in mid to large-cap sectors, and also talks about the importance of finding dispersion opportunities abroad.
Recorded on June 18th, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
With the Federal Reserve’s recent decision to hold rates amid cooling inflation, what does this mean for markets and the overall health of the ecomony in the US and in Canada? We sit down with portfolio manager and Fidelity Canada’s Chief Investment Officer, Andrew Marchese, to get his latest insights on the market landscape plus what potential opportunities there are for institutional investors. Andrew touches on this latest divergence in the market. The Fed has held rates and the Bank of Canada is relaxing. Andrew says he’s not surprised the path that interest rate policy is going at the moment. He says it’s important to evaluate profit and cash flow streams of companies into 2025. In terms of equity allocation, Andrew says we’re having an idiosyncratic year around stock selection. He’s always been pro-US in companies to invest in and he says it’s important to think long-term horizon. He adds he’s also paying close attention to utilities and commodities sectors.
Recorded on June 13th, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today, we are joined by Head of Quant Index Solutions, Bobby Barnes, to discuss upcoming trends in the market, and important narratives in the investing sector. Bobby talks about the latest performance of utilities, such as how they’ve emerged as the third-best performing sector year-to-date, and the impact AI advancements will have on their future performance. He explores the economy from a macro level, and how current consumer trends and predictable CPI data has led to an increase in interest rates. He discusses the impact of increasing unemployment and how discretionary spending has changed since COVID-19. Bobby also looks at key drivers, such as how the U.S market’s focus on high tech and services has factored into bullish earning expectations. Lastly, he advises how to diversify during this late cycle, emphasizing why it’s important to focus on maintaining momentum and quality.
Recorded on June 14th, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
In this episode, we speak to Director of quantitative market strategy Denise Chisholm as she provides her insights on what sectors to keep an on eye on plus what recent data point are telling us about the current market environment. Denise believes we have experienced what she calls a very soft-hard landing and she argues that we are now in the early stages of a recovery. Denise discusses the market’s reaction to recent market volatility and says the market is very data-dependant, but daily data points and moves are not very predictive of market returns. She says it’s important to step back and assess all data and any anomalies. Denise says people tend to focus on CPI movement, but she says it’s more important to focus on the standard deviation of the year-on-year inflation rate, which has fallen to the bottom half of its historical range. Denise highlights shelter costs pointing out that shelter is the main reason inflation remains high. She adds, outside of shelter, the Federal Reserve doesn't have an inflation problem - the year-on-year rate, excluding shelter, is below 2 percent. So how does the inflation story affect how investors should consider sectors? Denise says interest-rate sensitive sectors like financials and real estate are something to consider as the current risk-reward is skewed to the upside. She says defensive sectors such as consumer staples, healthcare, and utilities face margin and profitability issues. And she says the technology sector offers both offence and defense with strong free cash flow.
Recorded on June 13th, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
North American equity markets opened mixed this week, and U.S. treasury yields ticked higher. Over the weekend, the Minneapolis Fed President teased that the central bank may not cut rates until December. To unpack this, joining the show today to share his latest market thesis is Fidelity Director of Global Macro Jurrien Timmer. With the Fed confirming the market's recent tilt towards less easing and later, he notes that the only glaring difference between the Fed and the market is where neutral is at. Jurrien emphasizes the importance of earnings growth in maintaining stock market resilience despite a restrictive Fed policy. He discusses the narrow nature of the current bull market, driven by a few mega-cap stocks, and the challenges of broadening it. He also touches on the potential for non-U.S. markets to outperform, which depends on earnings momentum and currency factors. He also explores the implications of high central bank gold purchases and the role of commodities and other hard assets as hedges against fiscal dominance and inflation. Recorded on June 17th, 2024. 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
In this episode, we speak to portfolio manager Darren Lekkerkerker to get an update on the North American Equity Plus Fund, his thoughts on the current market environment, and what industries are market drivers in his mind. Darren says the economy continues to be resilient even though rates have not come down as expected earlier this year. Company earnings have accelerated, and we’ve seen differentiation between sectors and within sectors. Darren says this environment has been good for him because he is primarily a stock picker where he focuses more on the micro side rather than the macro environment factors. In terms of his investment style and stock picking strategy, Darren continues to look for high quality companies that have a competitive advantage, that are growing over time and have demonstrated superior return on invested capital, ideally rising over time. Darren adds that technology and AI are big market drivers and what he’s focuses on the fund. He owns software - constellation software, Microsoft and Nvidia. He is also invested in the industrial sectors including engineering and design companies. He believes they will benefit from massive fiscal infrastructure acts in the US. Darren points out he doesn’t hold any Canadian banks in his fund. At the moment, he is nervous about the Canadian economy compared to the US. He is concerned about the Canadian consumer since they are more interest rate sensitive than their US counterparts and because of our mortgage market structure in Canada.
Recorded on June 12th, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
In this episode, Christian Leuprecht joins us to dive into the geopolitical discussions at the upcoming G7 summit, focusing on foreign policy, economic growth, and geostrategic dynamics. Christian notes key agenda items such as enhancing security, prosperity, and democracy on the international front. He discusses topics such as the current relationship between Canada and the U.S., and what the upcoming elections mean from the macroeconomic perspective. He examines rising economic tensions, such as China’s relationship with Taiwan, and the current supply chain disruptions in the Indo-pacific region. He also talks about what the broader implications are for geopolitics, hybrid warfare, and economic integration with countries such as Russia and North Korea.
Recorded on June 11th, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
In today’s episode, we are joined by Chief Investment Officer and Portfolio Manager Andrew Marchese who discusses current market conditions, which includes the Bank of Canada’s recent decision to cut interest rates, the implications of rising inflation and unemployment, and how the speed and magnitude of future rate cuts will depend on upcoming data. Andrew talks about how this year has been a stock pickers market, and how it’s heavily influenced by overall corporate profits and macroeconomic indicators. He discusses the importance of a bottom-up strategy in portfolios moving forward. Andrew also takes a closer look at commodities in the markets prolonged late cycle, and how some sectors are facing a supply shortage with the current rising global demand.
Recorded on June 6th, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
In today’s episode, we are joined by Equity Research Analyst Evan Zehnal and Equity Research Associate Vishal Chopra to discuss the evolving AI landscape and its growing impact across the investing sector. Evan talks about the current AI narrative, its impact and benefits, and how AI is being used by companies. Vishal expands on the shift in corporate budgets over the last two years, how companies aim to tighten their spending, and what these implications are for AI’s adoption. Evan and Vishal both discuss the role of blockchain in the authentication process, and how to ensure data reliability. They touch on questions including how are companies using these measures amid pricing and cybersecurity concerns? Evan and Vishal also discuss the current artificial pull and push of the software cycle, and how companies are looking to branch out from some of the main semiconductor providers.
Recorded on June 7, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
On this episode, we sit down with portfolio manager and director of research Reetu Kumra. She talks to host Pamela Ritchie about the future of cryptocurrency in Canada, trends in alternative investing, and highlights the Canadian Long/Short alternative fund. Reetu says the crypto market is very volatile, and interesting space. Since 2023, there have been many changes in the ecosystem including bitcoin halving and bitcoin and Ethereum ETFs being approved in the US. She says bitcoin has become a store of value, showing high correlation with gold in this de-dollarization and debasement movement. Reetu views Bitcoin and Ethereum as diversifiers in a portfolio, as she sees them to be in their very own asset class. She believes adding a 1 to 3% slice in your portfolio can tremendously improve your risk-adjusted returns, signifying it as a true diversifier. Reetu also reminds the audience of the Canadian Long/Short Alternative fund she launched earlier this year. It’s a 130/30 long-short product leveraging Fidelity’s research platform and focusing on Canadian Equities. She adds the investment process involves comprehensive analysis and extensive access to company management, ensuring robust and accurate assessments.
Recorded on June 5th, 2024
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, we sit down with long-time contrarian investor Hugo Lavallee as he discusses a wide range of topics including commodities, equities, how he’s managing his climate leadership fund plus his contrarian style of investing in today’s current market environment. Hugo comments on commodities and says he’s treating all commodities equally. But he notes he owns more metals than energy. Canadian oil looks better on a relative basis, but unfortunately the world is shrinking so to him it’s easier to be positive on metals specifically copper. He says we need demand to come back on the commodities side, but if we get that cyclical rebound in demand, we will need to pay more attention to commodities. Hugo talks about infrastructure spending and how it’s a super bullish trend right now. He touches on telco and says it’s a battleground for stocks right now. For him, he views it has having two ponds – one pond where you can grow your earnings 10% a year, and the other is where you think companies can grow their earnings 15 to 20% a year. Hugo would rather dip into that pond. He explains how he looks at stocks and which companies to invest in. He’s always following great businesses. Then something happens to that company. Typically, what happens is margins get crushed, and they are under earning. Then he uses the luxury of time, which a lot of competitors are not afforded. He adds it’s very difficult to have the vision that things will get better over the span of, say, two years. But it’s that specific set up that he feels differentiates him from others and is what he’s looking at all the time.
Recorded on June 4, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Director of Global Macro Jurrien Timmer is back on the show today for his weekly overview of the markets. Today he discusses the implications of recent economic data on the Federal Reserve's interest rate decision, highlighting the Fed's bias towards easing and the evolving narrative around rate cuts. Jurrien emphasizes the resilience of the US economy despite the Fed's restrictive stance, unpacking the implications of the true neutral rate. He delves into the concept of fiscal dominance, noting its impact on inflation and bond yields. He also analyzes the changing dynamics of bond markets, noting the benefits of a diversified approach and alternative investments, especially in the face of shifting correlations and market uncertainties, and addresses the long-term secular trends in the market, foreseeing a maturing of the current bull market, as well as potential challenges ahead, including fiscal policy implications and market valuations. As per usual Jurrien will be sharing some charts, so please head to @TimmerFidelity on X to follow along. Today's podcast was recorded on June 10th, 2024. 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
In this episode, ETF Strategist Vince Kraljevic joins us to explore the changing landscape of investment strategies, and the current business cycle. With tech becoming the new dominant sector, Vince discusses how advisors are increasingly tilting away from mega, large, and mid-cap stocks - and how diversification and reducing exposure to certain names has become a priority. He also touches on Fidelity’s ETF products, and how the recently launched all-American ETF is weighted for the factors in the current business cycle. He also discusses how these allocations are expected to perform, and the performance of other Fidelity ETF products. Vince also talks about the differences between ETFs in the US market, active versus passive ETFs, and advice for those looking to utilize ETFs effectively.
Recorded on May 31st, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
With the healthcare and energy sectors on the decline, and the tech and utilities industries on the rise, we look at how the increasingly concentrated market is leading to many companies going private, and how this effects the defensive sector. Director of Quantitative Market Strategy, Denise Chisholm, explores why defensive sectors such as financials and industrials are standing out, reasons why consumer discretionary is struggling, and what this could mean for your investment portfolios. Denise also discusses why operating margins are declining, the importance of diversification, and how the recent performance of the tech industry makes it the new stable sector.
Recorded on May 30th, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
On May 30, Fidelity Investments Canada hosted FOCUS 2024 Vancouver, a daylong event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. One of the day’s sessions was a look at Fidelity Tactical High Income Fund, with portfolio manager Adam Kramer, and institutional portfolio manager Scott Mensi. Adam and Scott reflect on how the fund offers the potential for income and capital growth through investments across a broad spectrum of income-producing securities. This is accomplished by having the flexibility to invest where the best opportunities exist, being unconstrained by asset allocation profiles or benchmark weightings. These opportunities originate from a wide range of income-oriented asset classes, across the yield-beta spectrum. Stay tuned to learn more.
Recorded on May 30, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Portfolio Managers Sri Tella and Lee Ormiston join the show today for a look at the factors influencing the bond market landscape. Sri and Lee note that Canada's recent inflation rate slowdown, coupled with global economic trends, is influencing discussions about potential rate cuts by the Bank of Canada, and explore the broader implications for bond market dynamics. The conversation covers various factors affecting bond markets, including the housing market's response to rate changes, provincial bonds' attractiveness for investment, and Sri and Lee provide insights into different sectors like financials, telecom, and real estate. They also touch on their perspectives on the yield curve, inflation expectations, and the possible pace of rate cuts by the bank of Canada, as well as the implications for the Canadian dollar and the broader economy, emphasizing the importance of considering market signals and economic data before making decisions. Recorded on May 29th, 2024. 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
On May 30, Fidelity Investments Canada hosted FOCUS 2024 Vancouver, a daylong event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. For today’s podcast, we’ll listen in on Reetu Kumra’s FOCUS session. Reetu is Director of Research and Portfolio Manager of Fidelity Canadian Long/Short Alternative Fund. We’ll hear from Reetu about the Fidelity alternatives lineup, and the strategy and research behind these funds. Specifically for Canadian Long/Short Alternative, the fund builds on Fidelity’s historical track record of fundamental research in Canadian equities. Also, holding both long and short positions offers a different way to invest in Canadian equities, and have the potential to benefit from both rising and falling prices of securities.
Recorded on May 30, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
U.S. Equity markets opened mixed this week to kick off a new month of trading. This week, investors can expect several economic data reports, including a key jobs report on Friday. Today's guest says we are in a "7 by 7 cycle", and that bonds are the new centre of gravity. Here to explain these thoughts and much more is Fidelity's Director of Global Macro, Jurrien Timmer. He introduces us to the concept of a "7 by 7 cycle", suggesting that we're in the seventh inning of both the business cycle and the secular bull market. He explains that while the market has made new highs, it's still relatively early in the cycle, with historical patterns indicating potential for further gains. He highlights the shift from valuation-driven gains to earnings-driven gains, showcasing improving earnings and margins as positive indicators. He also notes the potential high risk posed by rising bond yields, which could lead to occasional tantrums in the stock market. The interview also touches on the concentration of gains in mega-cap stocks, the Fed's monetary policy stance, and the implications of fiscal dominance on bond markets. As per usual Jurrien will be sharing some charts, so please head to @TimmerFidelity on X to follow along.
Recorded on June 3rd, 2024. 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Joining us on the show today to cover a wide range of topics including commodities, natural resources and main takeaways from the earnings season is Portfolio manager of Global Natural Resources Joe Overdevest. Joe gives an overview of what’s happening in the economy. He notes the US economy is doing better than Canada. There is a focus on technology where corporations are seeing where they can spend on new technologies including AI. Resources in general are doing well, but it’s mostly dividend and buybacks that interest shareholders in this industry. Joe also touches on oil, energy, and metals like copper. He comments on the short versus long-term investing strategies. He says the thought is copper and oil will perform in a short-term. The main driver is GDP. US GDP is a driver for energy. China’s GDP is the main driver for base metals. The long-term perspective is that governments want to go carbon neutral while energy companies might not feel comfortable transitioning to that. In Canada, we are waiting to be carbon neutral even if Canada is a leader in the energy sector.
Recorded on May 27, 2024
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
In today’s episode, we are joined by Portfolio Manager Salim Hart who will manage the newly released Fidelity Global Micro-Cap Fund. The new fund is well-suited for investors looking for a wide range of return outcomes and opportunities in an often overlooked segment of the market. The fund combines bottom-up fundamental and quantitative research to aim to achieve long-term capital appreciation. Hart discusses several resources at Fidelity that will be used to provide deep insights and vital research for the fund, noting how AI and other large language models are used by analysts in this space. He also answers questions about the fund’s geographic allocations and capacity constraints included in this fund.
Recorded on May 22nd, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, we are joined by Director of ETFs, Andrei Bruno, as he dives into exciting new developments in our ETF and alternative investments lineup. He discusses the expansion of our 4 new ETF series: the Emerging Markets Fund, the Global Equity+ Balanced Fund, the Global Equity+ Fund, and the Tactical High Income Fund. These new products will bring options to investors looking for more choice and access. Following the latest trends in mutual funds and ETFs, Andrei discusses tradeoffs advisors may face - looking at fee structures, fund volatility, and diversification potential. He also identifies the target market for each of the funds in the series, and how they are integrated in the mandated investment strategies. Andrei also talks about the All-In-One’s exposure regions and its users, and how it works in relation to the new ETF series and the opportunities it brings.
Recorded on May 23rd, 2024
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Jurrien Timmer, director of global macro, is back today with another installment of Timmer Time, his quarterly quick hit on the markets, recorded live on location at our April FOCUS 2024 event. Among other topics, we first asked Jurrien if investors should expect the markets to cool or is there still room to run?
Recorded on April 19, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, we speak to portfolio manager David Wolf as he highlights the current market landscape and where investors could find diversification such as liquid alternatives. David notes recent core inflation numbers aren’t a surprise to the Bank of Canada. David, who is a former advisor to the governor of the BoC says expect cuts in the next 18 months regardless of the Federal Reserve’s movements and decisions. This is based on recent monetary policy report released by the BoC. David says what matters to the Global Asset Allocation team and how they manage funds is what the path of policy looks like versus what the market is discounting the path of policy at. He says this is important because this is what will affect the price of Canadian financial assets relative to the prices of other countries financial assets. David also touches on the pros and cons of illiquid alternatives, equities and bonds, plus looking at the 60-40 in perhaps a new way.
This podcast was recorded on May 21, 2024
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, long-time institutional portfolio manager Mike Hickey discusses the current market environment, possible Fed rate cuts, and what investment opportunities he’s keeping an eye on at the moment. Mike emphasizes the influence and importance of AI or artificial intelligence. He believes major tech companies will invest in AI infrastructure that will hit the $200 billion mark next year. Mike says our current economic conditions are looking favorable - inflation is decreasing, job numbers are steady, signaling a strong market similar to that of the late nineties. He says the outlook is bullish with substantial growth in sectors supporting AI. Mike says the team continues to stay disciplined focusing on companies with robust earnings, revenue, and market advantages particularly in tech. They are focusing on energy and industrial sectors as well.
Recorded on May 15, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
As liquid alternatives rise as a popular investing strategy, we check in with Fidelity’s Director of Alternatives, Rory Poole. Rory discusses the latest market trends affecting liquid alternatives and how they may fit in a client’s portfolio. Rory defines an alternative as any investment where the value is not solely driven by the stock or bond market going up. He says alternatives can involve many different types of strategies and assets and many investors don’t even realize that they own alternatives investments in their portfolio. Rory points out that liquid alternatives have evolved a lot in the eyes of the investor over the last 5 to 10 years. Rory talks about the five main alternatives classes including private equity, private debt and credit. He also deep dives into the various alternative funds Fidelity offers including the Canadian Long/Short alternative fund that was launched earlier this year.
Recorded on May 10, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Canada and the U.S. share many commonalities. Cultural influences, social values, and democratic political systems, to name a few. But the gap between the two countries has widened when it comes to the health of the consumer. Thomas Goldthorpe, portfolio manager, and Brendan Cochrane, equity research analyst, are today’s guests, joining host Pamela Ritchie. They’ll unpack the health of the consumer in both countries, including why U.S. is showing signs of recovery while Canada’s trade down continues to grow. Also, what implications does this have for Canadian investors? And where could they look for winning investment opportunities in this environment? We’ll hear how Thomas and Brendan believe that while the current situation is not ideal for Canadian consumers, few companies are completely exposed to them. And that in any sector, there are lots of companies that have different exposures and benefit from different types of economies, which presents an opportunity to create differentiated returns within a portfolio. They say there are lots of opportunities in the Canadian consumer space, and they just have to focus on the long-run potential instead of current positions.
Recorded on May 17, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, we highlight the 2024 Fidelity Retirement Report and its findings on how Canadians are viewing and preparing for retirement. Host Glen Davidson sits down with Peter Bowen, VP of Tax and Retirement Research and Michelle Munro Director of Tax and Retirement Research, as they break down the perspectives, challenges, and trends of pre-retirees and retirees. Peter notes the survey noted many pre-retirees are delaying retirement - delaying beyond 65 or in some cases not even considering retiring at all. In addition, Michelle points out women view retirement more negatively than men. Peter breaks down the impact of the recent capital gains inclusion rate changes saying it will affect those with second properties like vacation homes, but also those with incorporated businesses. Peter says be sure to connect with your financial planner to figure out the best course of action before the changes come into effect in June of this year. They also stress the importance of having a written financial plan that addresses each of your financial goals - 88 percent of Canadians surveyed say they feel financially prepared for retirement with a written plan compared to 56 percent without one who do not feel prepared.
Recorded on May 24, 2024
Today’s podcast is brought to you by the 2024 Fidelity Retirement Report. Head to go.fidelity.ca/retirement to receive the report and insights on how you can better prepare for your retirement, whatever that may look like.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today we welcome special guest Laura Tamblyn-Watts, CEO of CanAge and Author of “Let’s Talk about Aging Parents: A Real-Life Guide to Solving Problems with 27 Essential Conversations” . Laura tackles the topic of an aging population, how it could impact the financial advisor community and discusses other aging and generational trends and issues. Twenty years from now, about 1 in 4 Canadians will be 65 years or older. Canadians are living longer, and the sandwich generation is very prevalent these days where people are taking care of their parents, grandparents while also caring for their own kids. Laura notes the importance of having those crucial conversations with your aging loved ones about their finances, living situations and any medical issues. Financial advisors can help their aging clientele by preparing the family with any “what if” scenarios, possibly financial scams, establishing executors and helping prevent family arguments before they begin.
Recorded on May 14, 2024.
Today’s podcast is brought to you by the 2024 Fidelity Retirement Report. Head to go.fidelity.ca/retirement to receive the report and insights on how you can better prepare for your retirement, whatever that may look like.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
As US equity markets slide, we check in with Denise Chisholm, Director of Quantitative Market Strategy, to get her thoughts on international equities and other opportunities. With Europe most likely looking to cut rates earlier than the US, does this make a strong case for international equities? Denise says not necessarily. Even though European and international assets are cheaper than North America, Denise stresses the importance of growth. International equities have always been cheaper, but lack growth. She adds investing outside of the US has worse growth compared to the US in every cycle historically. Denise talks about the mining and metals sector and says it’s negatively skewed right now. She’s underweight mining and metals as well as healthcare. She says healthcare companies are no longer considered growth, but rather ex-growth and looking like a value trap. She adds defensive sectors are all looking like value traps at the moment.
Recorded on May 9, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, we are joined by special guest Danielle LeClair. Danielle is the Director of Manager Research at Morningstar Canada. Morningstar has been providing ratings to help investors find top-performing ETFs and Mutual Funds since 1985. Danielle deep dives into Morningstar’s methods and processes when it comes to determining star and medalist ratings. She also explains the importance of having a Canadian research team on the ground. Danielle explains how Canada is a different market with different nuances. She says the team can adapt global methodologies to suit Canadian market’s nuances, such as regulatory differences and currency considerations. Danielle also explains how Morningstar determines qualitative ratings. She says it’s based on three pillars – people, process and parent. Price is also factored into the rating and is evaluated relative to similar funds, as well as passive index funds because they are a competitor to active management. With medalist ratings, Danielle says the team analyze both quantitative and qualitative aspects of a fund and compares relative to peers.
Recorded on May 7, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
On April 18 and 19 Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. Today we’ll hear portfolio manager Salim Hart’s FOCUS session, sitting down for a discussion on-stage with host Glen Davidson. Salim is known to Canadian investors as co-portfolio manager on Fidelity Global Intrinsic Value, working alongside Sam Chamovitz and Morgen Peck. And today, in addition to speaking with Glen about the team’s approach to Global Intrinsic Value, he’ll also share the strategy behind a new fund – Fidelity Global Micro-Cap Fund, launched on May 22. Because of how often micro-cap companies may be overlooked, the the micro-cap universe represents one of the least efficient asset classes available to investors. At Fidelity there is no rock too small, and today’s micro-caps could become the large caps of the future, so there’s significant upside potential to getting in on the ground floor.
Recorded on April 18, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Between PPI, CPI, and retail sales, a slew of US economic data was released last week, and equities have continued to push higher as investors awaited the reports. But will the equity gains continue? Joining the show today to provide some answers, share how the latest bond market action is affecting his outlook, and much more, is Fidelity Director of Global Macro Jurrien Timmer. Jurrien discusses the significance of this new inflation data, particularly the Consumer Price Index, and its impact on market sentiment and Federal Reserve policy. He discusses the Fed's bias towards easing monetary policy, and also addresses the relationship between rising earnings and market valuations, highlighting the recovery in earnings estimates and its impact on market dynamics. He explains the relationship between price-earnings ratios and earnings growth during different phases of the market cycle. Jurrien also brings up some historical comparisons, drawing parallels between the current market cycle and the soft landings of 1994 and 1966-68, explores the recent performances of commodity markets and international markets, and analyzes the yield curve inversion and its significance. As per usual Jurrien will be sharing some charts, so please head to @TimmerFidelity on X to follow along. Recorded on May 13th, 2024. 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
This month marks the 10-year anniversary of Fidelity Tactical High Income Fund, which is regarded as a one-stop solution for your investment needs, its multi-asset construction is instrumental in navigating today’s market landscape. So, what is the strategy behind the fund? And how is the fund performing 10 years in? Institutional Portfolio Manager Scott Mensi works alongside portfolio manager Adam Kramer, and is today’s guest. Scott joins host Glen Davidson, and will dive into what’s driving performance, where the team is finding new investment opportunities in today’s markets, how new asset classes may be influencing the team’s investing strategy?
Recorded on May 8, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
For today’s episode we welcome back Jessie Sarafian, host of our Invested in Wellness podcast and live webcast series. We’re taking a break from our usual content today and encourage you to stand up and stretch with this 10-minute exercise. Join Jessie as she guides you through a series of movements standing up. We will focus on balance and posture ensuring we stand proud and tall as we go about our daily life. Perfect for all levels. For more from Jessie, make sure to subscribe to her podcast “Invested in Wellness” or tune in to her live webcast on Wednesday’s at 12:30 pm eastern. Fidelity.ca/TheUpside for more information.
Today on the show, we talk to Matt Siddle, portofilo manager and co-manager of the Fidelity Europe Fund. Matt discusses the recent activity in European markets and where he is seeing investing opportunities in this second quarter. Matt says even though the US market tends to look stronger than the European market, he argues Europe is more attractive on a valuation basis. He says by looking at PE as a measure, Europe has more value options with half of the market below 15 times earnings. US may have better growth stocks but Europe, from a broader perspective, is a better value proposition. Matt also looks ahead to June and discusses what a rate cut would look like if the ECB decides to cut. He says if this is a mid-cycle rotation and rates can come down without economic damage, this would be positive for markets. But if rate cuts are induced in response to a weakening market, which is not the current market sentiment, owning deep cyclicals would not be a good investment. Matt suggests early cyclicals, consumer and defensive stocks would be the better investment. Matt also compares the banking story across many European countries and touches on China and India’s export story and its impact on Europe.
Recorded on May 3, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
For today’s podcast, we’re pleased to present another installment in our “Behind the Numbers” series, where Chris Pepper, VP, Corporate Affairs, sits down with Fidelity’s portfolio managers, analysts, subject-matter experts, and more, about what brought them into investing and what drives them every day. In this episode, Chris sits down with Dave Way, portfolio manager of Fidelity Long/Short Alternative Fund. We’ll hear about Dave’s career path and his interests outside of work. You can head to Fidelity Canada on YouTube to watch the video version of this interview. Special thanks to Eggspectations at 483 Bay Street in Toronto as our shooting location.
Today’s podcast is brought to you by the 2024 Fidelity Retirement Report. For the past 19 years, we have delivered the Fidelity retirement report to provide insights and perspectives that can help you feel better prepared for your retirement, whatever that may look like. This year’s report explores how the rising cost of living is factoring into Canadians’ retirement plans and preparedness. Canadians are still positive about retirement, despite the current economic challenges. Considering these challenges, those with a written retirement plan and those who work with a financial advisor to build their savings are more likely to feel prepared. Visit go.fidelity.ca/retirement to receive the report and insights on how you can better prepare for retirement.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, institutional portfolio manager Ilan Kolet comments on the recent Federal Reserve announcement and what this means for markets and the positioning of the Fidelity’s Global Asset Allocation team. Ilan says what stood out to him in the Fed’s decision to hold rates is that there has been great progress made on inflation, but at the same time, in the last few months inflation has not been cooperative. There have been some lags in inflation indicators, but at this point it hasn’t shown up in the data. Once it does, inflation should move towards the target of 2 percent. Ilan points out the Fed decision doesn’t change much in the team’s positioning. The GAA team are still positioned stubbornly as he puts it for elevated inflation and what they think might be a very rare productivity expansion. Ilan also touches on the 60/40 portfolio, what a mini stagflation means, and compare the US versus Canada economic story.
Recorded on May 2, 2024
Today’s podcast is brought to you by the 2024 Fidelity Retirement Report. Head to go.fidelity.ca/retirement to receive the report and insights on how you can better prepare for your retirement, whatever that may look like.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, Peter Bowen, VP of Tax and Retirement Research at Fidelity Canada, breaks down the capital gains changes from the recently released 2024 Federal budget. He explains what the tax changes could mean for your clients and potentially their investment and retirement plans. Peter reviews what changed, including how the capital gains inclusion rate increased from one half to two thirds. He says most individuals won’t be affected, but these tax changes could affect corporations and trusts plus those with second homes, vacation properties and cottages. Peter also breaks down possible steps and scenarios for those affected by the capital gains changes. Those being small and large business owners, even doctors on the small business side. Should you consider selling your investments within your private corporation, or sell your entire portfolio to trigger the capital gains? Peter says the decision depends on the time value of money and if you want to pay taxes early at a lower rate. Either way, he suggests, to sit down with your financial advisor and figure out a plan well before the June 25th deadline.
Recorded on May 1, 2024
Today’s podcast is brought to you by the 2024 Fidelity Retirement Report. Head to go.fidelity.ca/retirement to receive the report and insights on how you can better prepare for your retirement, whatever that may look like.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today we welcome long-time Fidelity investor Mark Schmehl to the show. Mark talks about opportunities he’s seeing in technology and AI and what other disruptive trends he’s seeing in the market landscape right now. Mark says his focus is on AI solutions. He says AI solutions are changing the fundamental ways that companies do business. He adds that companies must spend, otherwise, they will be wiped out by competitors that make use of AI. He gives India as an example. On a recent trip there, Mark talks about one company using AI to elevate cosmetics and help sell and market beauty products. Mark is not looking at marco themes or rate cuts and doesn’t believe it’s going to happen. His focus is different, as he puts it - looking “at the best stories in the market.” He emphasizes that his sell discipline has not changed. Mark says he likes to own “winners” , likes to bet large from an allocation basis, and likes to sell things when he gets it wrong. He says he’s talking to CEOs all the time and being based out of San Francisco gets him access to so much information and data, which allows him to paint a picture ultimately resulting in strong investment decisions.
Recorded on April 30, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today we welcome special guest Chris Kuiper on the show. Chris is Director of Research at Fidelity Digital Assets. He discusses many digital landscape topics and trends including Bitcoin’s recent halving and SEC’s approval on Bitcoin ETPs. Bitcoin’s recent halving event is a process where the new incoming supply of Bitcoin is halved. This process takes place every four years and essentially reduces the reward given to miners for securing the network. Historically, Bitcoin halving usually precedes a surge in Bitcoin pricing, but it can also impact supply dynamics and Bitcoin scarcity. Chris notes despite halving reducing the number of Bitcoin received by miners, the significant increase in Bitcoin’s price over time has more than compensated for the reduction in coins received. Chris also comments on the SEC’s approval of Exchange Traded Products adding that ETPs for Bitcoin have been extraordinarily successful seeing massive inflows totalling over $12 billion in cumulative net flows in US dollars. Assets under management for these US products exceeded $55 billion. He also discusses ethereum’s performance and the rise of newer cryptocurrencies like solana.
Recorded on April 26, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Equity gains at the beginning of last week were in thanks to last Friday's weaker-than-expected US jobs report. That, along with a slightly higher unemployment rate, is leading investors to price in two interest rate cuts by the end of 2024, with the hopes of a cut as early as september. So is the rate scare officially over? Joining the show today to share his thoughts on this and more is Fidelity Director of Global Macro Jurrien Timmer. Jurrien speaks to the importance of inflation improvement for the Federal Reserve to consider easing monetary policy and addresses the resilience of the US economy, explaining the relevance of factors such as ample bank reserves and productivity growth, particularly driven by investments in AI. He explains the importance of productivity gains in allowing the economy to grow without generating inflation, which ties into the Fed's policy decisions. He also addresses concerns about the health of the US consumer and the stability of the banking sector following a mini crisis last year, underscoring the importance of distinguishing between temporary liquidity interventions by the Fed and broader quantitative easing measures. As per usual Jurrien will be sharing some charts, so please head to @TimmerFidelity to follow along. Recorded on May 6th, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
On April 18th and April 19th, Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. Today’s podcast features portfolio manager Hugo Lavallée. Hugo manages several portfolios including Canadian Opportunities Fund, as well as co-manages Global Equity Plus fund with Mark Schmehl and Dan Dupont. Hugo sits down with host Glen Davdison to talk about his investment style and what opportunities he’s excited about these days. Hugo also digs deep into his contrarian style of investing, explains how artificial intelligence is an area of opportunity, and where around the world he’s finding companies to invest in.
Recorded on April 18, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, we check in with Fidelity’s Director of Quantitative Market Strategy Denise Chisholm and get her thoughts on recent job growth numbers, the Federal reserve’s next possible move, and the impact of current geopolitical risks. Denise dissects recent positive job growth numbers and says if you step back and look at the overall picture, you will see that year-on-year payroll growth or even three to six months back, we are only in the second quartile and the correlation you see in this segment in terms of payroll growth equating to average inflation, is that it is bang on 2% growth. She adds payrolls drive service spending, but is only one piece of the overall CPI puzzle - productivity plays a roll, too. She also comments on the resiliency and advancement of the equity markets suggesting that it is much less dependent on Federal Reserve rate cuts than many investors might think. Denise also touches on how geopolitical risks could affect the market, and what is in her bottom and top sector watch.
Recorded on April 25th , 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
On April 18 and 19 Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. Today we’ll hear from portfolio manager Dan Dupont, as he sits down with host Agnes Doherty at FOCUS. Dan, a Fidelity veteran who joined Fidelity in 2001, manages or is underlying manager of several Fidelity funds for Canadian investors. This includes Fidelity Canadian Large Cap Fund, Global Value Long/Short, Northstar, among others. Dan is known for his downside protection approach of winning by not losing, and in today’s conversation he shares why the current market environment is favourable for him and matches his investment style.
Recorded on April 18, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, we take a look around the global markets as we check in with Fidelity International Investment Director Tom Stevenson. With the recent rally of the FTSE 100, UK’s leading stock market index, Tom breaks down what the upswing could mean for European markets and investors. He points out UK's market is currently attractively valued compared to the US, with a price-to-earnings ratio of about 12 compared to 20 in the US. Tom adds the decline in the pound's value benefits UK companies, contributing to the recent rise in the FTSE 100. He adds valuation of the UK stock market is relatively cheap, attracting investors who see potential value despite economic differences with the US. Tom also touches on China’s changing consumer landscape, Japan’s economic activity and his overall thoughts on the UK’s bullish market.
Recorded on April 24th, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
On April 18th and April 19th, Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. Today’s podcast features portfolio manager Connor Gordon who co-manages Fidelity’s Global Small Cap Opportunities Fund with Chris Maludzinski. Connor sits down with host Pat Bolland to discuss the fund which launched in 2022. We’ll hear how the fund is managed, how it applies a “go anywhere” approach and seeks the best investment opportunities around the world and is not confined to any specific regions. Connor adds strong security selection is his primary asset in his arsenal and elaborates on the process and how he picks and views stocks.
Recorded on April 18, 2024
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
A green economy has become a priority for governments and companies around the world, and investors are listening. As people look for ways to be more sustainable in their everyday lives, sustainable investing is becoming an increasingly important factor to many. Joining the show today are Portfolio Manager Anna Lester and Institutional Portfolio Manager Mike Hagopian, for a look at their sustainable investing methodology, and for an update on the Fidelity Sustainable World ETF and mutual fund. Anna and Mike discuss the evolving regulatory landscape and how it relates to ESG investing, the significance of incorporating scope 3 emissions data, the use of AI and machine learning in sustainable stock selection, and the importance of factors like governance in sustainability evaluations. They give us a look at how they apply their sustainability criteria for stock selection to align investors' ESG values with their financial goals. Recorded on April 23rd, 2024 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
On April 18th and April 19th, Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. For today’s podcast, we’re bringing you a discussion from this event, featuring portfolio manager and CIO Andrew Marchese and portfolio manager Reetu Kumra who both sat down with host Glen Davdison. Today we’ll hear how the fund is managed, how it complements other Fidelity alternative funds, and how it harnesses the power and depth of our research team. Reetu notes the fund essentially goes long on buy-rated names and goes short on sell-rated stocks. Andrew adds our research analysts are very good at picking out stocks that we don’t want to own, but he says in most situations those stocks could eventually hold much opportunity.
Recorded on April 19, 2024
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Fidelity Director of Global Macro, Jurrien Timmer, is back on the show today to discuss various aspects of the current market landscape and keep you up to date with the economic factors at play. Jurrien and host Pamela Ritchie have a conversation about the importance of earnings and interest rates in shaping market dynamics, with Jurrien highlighting positive trends in earnings growth and potential headwinds from rising bond yields. He notes that despite recent geopolitical tensions, the markets have stabilized, with earnings season well underway and interest rates remaining relatively calm. Jurrien also delves into sentiment indicators like investor surveys, and how they can be used to gauge market sentiment. He explores the potential for a cyclical bull market in commodities and offers insights into the near-term outlook for the economy. Recorded on April 29th, 2024. Today’s podcast is brought to you by the 2024 Fidelity Retirement Report. For the past 19 years, we have delivered the Fidelity retirement report to provide insights and perspectives that can help you feel better prepared for your retirement, whatever that may look like. This year’s report explores how the rising cost of living is factoring into Canadians’ retirement plans and preparedness. Canadians are still positive about retirement, despite the current economic challenges. Considering these challenges, those with a written retirement plan and those who work with a financial advisor to build their savings are more likely to feel prepared. Head to go.fidelity.ca/retirement to receive the report and insights on how you can better prepare for retirement.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
On April 18 and 19 Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. Portfolio manager David Way's session from FOCUS is today's podcast. Dave was originally hired in 2008 as a research analyst, then in 2020, now as a portfolio manager, his Fidelity Long/Short Alternative Fund was launched. Today Dave sits down with host Pat Bolland to explain how he is finding the winners and capitalizing on potential losers, in this in this fund that seeks to capture alternative sources of alpha.
Recorded on April 18, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
On April 18 and 19 Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. Today’s Fidelity Connects podcast brings you portfolio manager Mark Schmehl’s session from the event. Mark, a Fidelity veteran, manages Fidelity Global Innovators Class, Special Situations Fund, Canadian Growth Company, among others. He sits down for a nearly 1-hour discussion with moderator Agnes Doherty to share his current thoughts on the market and areas of interest, including some highlights of a recent research trip overseas.
Recorded on April 19, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
On April 18 and 19 Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. Today’s podcast is our Global Asset Allocation team’s session from the event, with host Pat Bolland sitting down with portfolio managers David Wolf, David Tulk, and institutional portfolio manager Ilan Kolet. The team currently manages over $84B on behalf of Canadian investors, and today they’ll share more about their process, how they are currently positioned including overweights and underweights, where they are adding value, and more.
Recorded on April 19, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome Equity Research Analysts Lulu Xiong and Jin Hwang. They provide a global tour of energy markets, including a discussion on tailwinds and headwinds for energy companies today. Jin claims that there is currently a substantial fear regarding OPEC due to a large amount “sitting on the sidelines”. Its producers may be inclined to increase production however due to the recent major increases in oil prices. Oil prices were fundamentally driven at the start of 2024, although over the last couple of months we’ve seen an uptick primarily due to a risk premium aspect. The current prices are sitting well above the marginal cost of production, which will eventually lead to a correctional response. In regards to Capital Expenditures, there is only a finite amount of tier one economic resource. The transition into the second phase of resources could potentially begin before the decade is finished, and this is when CAPEX budgets will begin creeping in and the need for rebuilding will become paramount.
Recorded on April 12th, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
On April 18 and 19 Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. For today’s podcast, we’re bringing you a discussion from this event, featuring portfolio manager Ramona Persaud, sitting down with host Glen Davidson. Ramona manages several dividend strategies including Fidelity U.S. Dividend Fund, and Tactical High Income Fund, among others. Morningstar has described Ramona as quote “she never rests on her laurels; instead, her drive to improve paired with the analytical rigor she applies to her process have led to continued excellence”. We’ll hear today how Ramona manages her several dividend strategies with a continued focus on downside protection.
Recorded on April 18, 2024
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
In this episode of the Fidelity ETF Exchange, host Étienne Joncas Bouchard welcomes Vince Kraljevic to the show. Vince is an ETF Strategist at Fidelity Canada, and in this episode Etienne and Vince break down all the notable trends in Q1 of 2024. Flows in the Canadian ETF industry continued their strong momentum in Q1, bringing in a total of $13.8B in assets. Some of the notable headlines include a roaring return for equities with inflows of $10.2B, but only $145M going towards Canadian equity mandates. On the fixed-income side, High-Interest-Savings-Fund ETFs have started to show signs of slowing down as investors increase their risk appetite. Lastly, the cryptocurrency category broadly saw outflows in Canada, in conjunction with the approval by the SEC for U.S. listed spot Bitcoin ETFs.
Recorded on April 23, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome dividend investor Don Newman. Don gives an update on the dividend landscape noting that dividends are currently thriving in the economy and where he sees them heading in the next few months. Don notes stability in the economy has led to most companies being in good financial standing. Interest rates remain sticky plus the number of expected rate cuts have reduced leading to a more favourable market sentiment. Don suggests this has also led to a Goldilocks scenario where the economy remains stable, inflation decreases slightly, and the stock market benefits. He adds historically low interest rates have punished savers, forcing them into riskier investments for higher returns. However, dividend stocks remain attractive, especially during rate cuts, as their yields remain stable or even increase over time. As rates decrease, dividend yields become comparatively more attractive than other investment options. Don says this trend is expected to continue, making dividend stocks a promising choice for investors.
Recorded on April 9, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Jurrien Timmer, Fidelity's Director of Global Macro, is back on the show today to discuss the current state of the markets and the economic factors affecting them. Jurrien points out that while markets frequently experience drawdowns, it's important to see these movements in context. For example, the S&P 500's recent 6% drop follows a significant rally. He speaks to the role of rising interest rates and their impact on market dynamics, highlighting a shift in the stock-to-bond correlation from negative to positive, which historically indicates less favorable conditions for equities. He also addresses the shift in investor expectations regarding the Fed's policies, noting the resilience of the economy despite high rates and persistent inflation, which suggests that the current monetary policy might be less restrictive than it appears. He also elaborates on the implications of earnings forecasts, particularly for big tech companies, suggesting that these firms are less sensitive to rate fluctuations due to their substantial cash reserves. He also suggests that while the equity market has shown signs of broadening, investors should maintain a long-term perspective despite potential short-term declines. Recorded on April 22nd, 2024. 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome Portfolio Manager Kyle Weaver. He provides an update on where he is finding growth investment opportunities in U.S. equity markets. Kyle discusses the early recognition of AI potential and its diverse applications, including coding languages and its various generative capabilities. Kyle explains his strategy of balancing growth and value, stating that the best way to find value is through identifying growth stocks that are undervalued over time. The investment approach utilizes a spectrum of targets, including growth stocks, index-based growth companies, and out-of-benchmark value stocks. The key metric is free cash flow per share growth, which is considered a fundamental indicator of a company’s future value within the strategy. This demonstrates its importance alongside traditional top-line growth metrics.
Recorded on April 4th, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
ETF strategist Étienne Joncas-Bouchard joins the show today to discuss the latest trends in the ETF industry. Étienne notes Canada's innovation in ETFs, including offerings like crypto, and how his team stays ahead by reacting to market changes. He discusses factors like quality and momentum when it comes to navigating market cycles, alongside the role of All-In-One ETFs in providing diversified exposure. He also explains the inclusion of Bitcoin in ETF portfolios, highlighting that this is a strategic decision based on diversification benefits and risk-adjusted returns. The conversation also touches on the blurring lines between active and passive management within ETFs, the emergence of factor-based strategies, and the structure, asset allocation, and rebalancing mechanisms of Fidelity's All-In-One ETF portfolios. Overall, he emphasizes the dynamic nature of ETFs and the importance of strategic allocation in a changing market landscape. Recorded on April 3rd, 2024. 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
On today’s podcast, we’re bringing you another installment of our “Behind the Numbers” series, featuring portfolio manager Connor Gordon. In “Behind the Numbers”, Chris Pepper, VP, Corporate Affairs, speaks with Fidelity’s portfolio managers, analysts, subject matter experts, and more, about what brought them into investing and what drives them every day. Today Connor shares his story of what first got him interested in investing, which lead to 15 years now with Fidelity, including managing Fidelity Global Small Cap Opportunities Fund since September 2022, alongside Chris Maludzinski.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
On today’s show we’re unpacking the various factors driving the bitcoin and digital currencies conversation. Sitting down with host Pamela Ritchie is Andrew Clee, VP Product, as he discusses recent trends in digital currencies, the different players in the market and regulatory changes that could have implications for the asset class, and what this could mean for investors. Looking at bitcoin specifically we’ve seen new highs this year, but historically volatility as well. From early adopters, to hodlers, to retail and more, there is a lot to unpack today.
Recorded on April 2, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the program, we welcome back Paul Ma, Vice president and lead portfolio strategist. He talks about where we are in the business cycle and what this means for portfolio construction. Paul comments on a running theme in the markets right now that he says is the “fear of missing out.” He believes investors will look back on the market last year where US equities were up 26 percent and not want to miss on that this year. He says inflows are now into equity. If investors have missed out on a previous rally, clients are more willing to put forth their money because they do not want to miss out again. He adds people are getting more comfortable with the fact that the Fed wants to cut rates. The key thing now is not how many times the Fed will cut, but that they are at a point of pausing, which indicates they are soon ready to cut. Paul says this makes it a great time to invest. Paul says the recession numbers are slightly above consensus. Therefore, quality is a better option right now than growth. The market right now is in a good place, where GDP is around 2% and inflation around 3, so until inflation changes, quality is the better choice.
Recorded on April 2, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome Director of Quantitative Market Strategy Denise Chisholm. She brings her unique insights and perspectives on the sectors to watch in the global markets. Denise talks about the recent Baltimore Key Bridge Collapse may not be as significant as perceived in news headlines, despite the severity of the incident. For instance, while Baltimore has been a significant port for auto deliveries, most auto imports come from Mexico and Canada with available alternative ports in addition to that. Overall, this downplays the potential inflationary or economic growth impacts that are being speculated, estimating a relatively small effect on GDP growth. Denise also assesses current opportunities that she has found with regional banks, large banks, capital markets and brokers all showing considerable strength, apart from insurance companies. There is a bit more concern surrounding commercial real estate especially in terms of office exposure, although the risk-reward ratio might still turn out positive. Despite the changes in this sector, there are also potential opportunities in real estate ETFs.
Recorded on March 28, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today we bring you a special extended episode of Fidelity Connects, focusing on the 2024 federal budget, released on April 16. We are featuring a panel of experts to break down the economic, tax, and political implications of the 2024 federal budget and what it all means for Canadians and their finances. Host Pamela Ritchie leads the discussion and is joined by Peter Bowen, Fidelity’s Tax and Retirement expert, fresh from the Ottawa budget lock-up. Andrew Clee, Fidelity VP Product, provides insights on what the budget means for the markets and the economy. Also joining us today is David Herle, a former top advisor to Prime Minister Paul Martin, among others, and is a Principal Partner at the prominent research firm, The Gandalf Group. As well as Kory Teneycke, who is a former director of communications to Prime Minister Harper and is a Co-founder and CEO of Rubcion Strategy, a full-service public affairs company.
Recorded on April 17, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
We’re joined again today by Director of Global Macro, Jurrien Timmer, for his global macro perspectives of the markets. He breaks down with the latest geopolitical tensions in the Middle East could mean on economies and why it’s important to have a investment plan and stick with it. Jurrien says consumer consumption remains strong even with geopolitical tensions rising. He says even though news headlines could make people nervous, he says in terms of your investments, you must remain unemotional and disciplined. Stick to the fundamentals and focus on rebalancing. Jurrien adds the market is down 2.4% the equal weighted index is down 3%, so in times like these, a diversified 60/40 portfolio will help if the stock market becomes wobbly. He also notes periods of volatility in the markets could indicate a opportune time to rebalance and move things around. As per usual Jurrien will be sharing some charts so please head to @TimmerFidelity on Twitter to follow along.
Recorded on April 15, 2024
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome equity research analysts Robert Reynolds and Claire Fleming. They break down what’s shaping the industrials and materials sectors, and what’s on their radar as we head into the second quarter. Robert and Claire provide an update on the copper supply story, explaining that there have been significant changes in the outlook since November of last year. Concerns were previously focused on how higher interest rates might impact demand in areas such as renewables and electric vehicles, although the biggest change has been in the supply outlook. This has caused challenges to sprout across the globe, which could eventually impact benchmark commodity prices. In regards to the materials sector, Claire and Robert cover a wide range of industries such as copper miners, forest products, coal, and chemicals companies. The packaging sector in particular has recently undergone changes that are independent of consumer behaviour. They add consumer Packaged Goods companies are refocusing on volume growth as inflation-driven pricing growth starts to fade away.
Recorded on March 22nd, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
The Bank of Canada held the key interest rate at 5% in the April 10th announcement. Inflation is slowing and Tiff Macklem, Governor of the BOC tipped that a June rate cut may be “within the realm of possibilities”. Joining host Pamela Ritchie for a special interview today to is Don Drummond, former TD Bank Chief Economist, who will breaks down what this latest Bank of Canada decision means for inflation, industry trends and financial markets.
Recorded on April 11, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome back Director of Global Macro Jurrien Timmer for his weekly market perspectives. He discusses market trends, bond performance, and investment strategies. Timmer notes that the market has been driven by liquidity, with the Fed’s balance sheet and Treasury cash balances affecting the repo market and causing knock-on effects for the stock market. He discusses the shift in power from monetary dominance to fiscal dominance, with bonds experiencing a regime change. Timmer suggests that investors should focus on diversification by investing in uncorrelated assets. He argues that Gold is a play in fiscal dominance, as a monetary base growth is rising despite the Fed tightening. He also predicts that debt service will become inflationary as real rates turn positive, which Gold is responding to. He also notes earnings growth is driving market optimism, reducing the need for Fed rate cuts. He also expresses that the Fed is aware of past policy mistakes and is currently leaning against fiscal dominance. So ,when they may cut rates is still up in the air as the optimism for several rate cuts diminishes.
Recorded on April 8, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
In March the U.S. Federal Reserve held rates steady and Fed Chair Powell commented that the Fed could reduce rates despite strong job numbers. All of these coulds and mights were all still in the narrative, and with markets generally rising and rates remaining pretty steady for longer than some thought, how do some of these changing market conditions and narratives impact asset allocation decision making? We’re joined today by portfolio manager David Tulk of Fidelity’s global asset allocation team, to speak about the Fed, global markets, Fidelity managed portfolios, and more. David sits down with host Pamela Ritchie.
Recorded on March 21st, 2024
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome Denise Chisholm, Director of Quantitative Market Strategy, with her monthly sector watch commentary. In this episode, Denise discusses this year’s presidential election and its impact on the economy, inflation and potential federal rate cuts, what sectors are on her radar. Denise says volatility in inflation is expected to continue, but, despite recent fluctuations, overall inflation growth remains modest and is not expected to significantly impact market returns. She notes unless inflation accelerates to top quartile levels (around 4.5%), it is not considered a critical market driver. The current level of inflation and Fed funds rate suggests a likelihood of a Fed rate cut in the near future, but when that will be is still unknown. From a sector perspective, this is what she’s looking at. Key market drivers continue to be: Earnings recovery and level of uncertainty in the market. She notes a level of uncertainty could be quite high when wide valuation spreads in the equity market are relative to very narrow spreads in the credit markets. As an investor, the best risk-reward could be in the cyclical oriented areas, such as the technology sector. Denise recommends avoiding “classic defence” sector in terms of utilities and consumer staples.
Recorded on March 14, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome Portfolio Manager Maxime Lemieux. He discusses the Canadian equity markets and provides an update on Fidelity True North® Fund. Max goes over the impact of the COVID-19 pandemic and geopolitical disagreements, as well as the recovery process for the market. There have notably been tensions regarding Eastern Europe and the Middle East over shipping lanes and retailers in North America, and disruptions within those lanes have driven up costs for some goods. The recovery for many business cycles has been sluggish with a significant downturn in various sectors, and thanks to varied conditions across these sectors it has been difficult to establish clear trend lines within them. Max also provides his strategic investment approach, mentioning the importance of selectivity when investing in telecom companies because of potential rate and cost cuts. He also advocates for a barbell strategy, balancing defensive companies that have strong balance sheets with more growth-oriented investments.
Recorded on March 26th, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Hello and welcome to Fidelity Connects – a Fidelity Investments Canada podcast – connecting you to the world of investing and helping you stay ahead. Today on the show, we welcome Portfolio Manager David Way. He outlines the portfolio benefits of liquid alternatives and Fidelity Long/Short Alternative Fund. Dave explains that this fund acts as a source of daily liquidity for investors to access investments beyond fixed income and equity. He believes that it can be a core holding for equity exposure and is meant to deliver attractive and absolute returns relative to other equity alternatives. The short side of the portfolio allows for more conviction and putting more power behind the long side, and has done well for protecting capital during periods of market drawdowns. Dave also discusses the Canadian economy, reinforcing that Canada is a much more indebted country than the US and faces significant interest resets. The oil prices are relatively healthy at the moment with a growing demand for copper, although the country still lags behind other economies in terms of productivity.
Recorded on March 27, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome Portfolio Manager Jeff Moore. He brings his unique perspectives on what the market is expecting, scenarios you may want to plan for, and how he is positioning multi-sector fixed income portfolios for your clients. Jeff explains that the Federal Reserve's emphasis on "nowcasting" instead of forecasting suggests their confidence regarding current trends and perceived inflation control. Short term market reactions may be influenced by the Fed's projections, although longer term segments of the yield curve such as 10s and 30s will likely remain unaffected. Current yields are still perceived as a favourable entry point for bonds. This especially applies to government bonds as they offer compelling total yields amidst stable inflation expectations and present potential opportunities for investors.
Recorded on March 18th, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Joining us on the program for his weekly look at the markets is Director of Global Macro Jurrien Timmer. Today Jurrien discusses inflation rates, a bullish outlook on the market, and Fed rate cuts. Jurrien says the stickiness of inflation continues. Hoping the rate would go down to 2% but 3 is now the new 2. What this in turn means is that the Fed could still cut rates, but it will probably cut less this year. Jurrien says the Fed could cut rates in June, but with the election season close don’t get your hopes up. As the Fed maintains its restrictive stance, warranting caution, Jurrien says the market appears resilient and is broadening. Markets adapt to Fed's reduced rate-cutting expectations and there is bullishness in the market as well. A type of cyclical bull market, Jurrien argues. 89% of stocks are above their 200-day and looking back historically bull market duration ranges from seven to 18 months, with a median of 30. As always Jurrien will be sharing his charts, so please head to @TimmerFidelity on X to follow along.
Recorded on April 1, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome Portfolio Manager Steve DuFour. He gives us a look at the US equities on his radar, and how he determines which companies to invest in. Steve describes how the market is currently presenting several investable themes, which signals a favourable time for investors to explore those potential opportunities. Steve says artificial intelligence and the transition to electric vehicles are gaining prominence. The reshoring trend is being observed across multiple industries, and continues to evolve as companies reassess their supply chain strategies and make investments in facilities closer to home. Steve provides an overview U.S. Focused stock fund strategy, explaining that the fund follows a concentrated investment approach with a portfolio consisting of under 40 names. It focuses on identifying long-term investable trends amidst short-term market fluctuations, and leans towards companies exhibiting strong earnings growth compared to the market.
Recorded on March 19, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Joining us on the program today is Head of Quantitative Index Solutions, Bobby Barnes. Bobby discusses factors shaping today’s markets, AI, rate cuts, and much more. Bobby explains how there is a broadening of the stock market. Market is top-heavy with large stocks, leading to underperformance for most stocks. He adds it’s important to have active management and concentrate on stock picking. For him, he believes the focus should be on the twelve to eighteen-month horizon. Bobby also touches on the significance of AI on market dynamics. He says AI is a theme to pay close attention to as it could potentially be a major factor at the stock level. Earnings are coming through right now for companies that are selling AI solutions. He adds the broadening out of the market and AI are connected. Turning to factor investing, he says things haven’t changed – what worked last year is working year-to-date. Bobby says drivers to follow are change in the cost of money, availability of money, consumer’s excess savings/consumer spending. He notes once the Fed cuts, you will not want to be in growth, quality, or momentum.
Recorded on March 15, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome long-time dividend investor Ramona Persaud. Ramona touches upon volatility, compound growth, and of course, her dividend investing strategy. Ramona explains how her investment strategy works with in a volatile market environment. She says she focuses on key pillars including excess return or alpha, downside protection and a reasonable level of income. Ramona says she’s currently looking at the markets with an open mind. She alludes that there may be a perception of a de-risked economy due to factors like inflation and supply chain issues. She adds, interest rates will most likely not go as high or as low post global financial crisis, but rather in between. When rates are high, this is good for value and great for economically sensitive stocks. Ramona believes there is a potential for a more stock-picking market where skilled picking can drive differentiation and success. She notes how dividend stocks have changed and evolved due to an increase in companies paying dividends. Historically, financials were the main dividend payers but have shifted over time. Ramona stresses the Importance of Active Management. Passive dividend strategies may not provide the desired volatility reduction. So for her, she advocates for an active and intentional approach to dividend investing.
Recorded on March 12, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
For today’s podcast, we’re excited to bring you an episode of our new “Behind the Numbers” series. In “Behind the Numbers”, Chris Pepper, VP, Corporate Affairs, speaks with Fidelity’s portfolio managers, analysts, subject matter experts, and more, about what brought them into investing and what drives them every day. Stacie Ware, quantitative analyst in Fidelity’s Merrimack, New Hampshire, fixed income team, is today’s guest. Stacie shares her intriguing background and life she lead before joining Fidelity.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome Michelle Munro, director of tax and retirement research. She discusses the importance of women in wealth management, including how women view money and how advisors can better connect with their female clients. Michelle describes today’s female investor as well educated, active in the workforce, earning their own money and contributing to the household finances. The influence of women in financial decision making has seen a substantial increase, and we see more women in executive roles and starting their own businesses in the current landscape. Michelle explains that women view financial concerns somewhat differently than men, particularly in terms of retirement and personal outlook. Women are more goal-oriented in terms of investing, connect emotional well-being with financial stability, and must prepare for more years of retirement thanks to higher life expectancy. It is important for advisors to cater to their female clients, partially because while men are starting to transition to a “do it yourself” investing approach, women statistically still want advice from advisors.
Recorded on March 8, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome Portfolio Manager Sri Tella. He discusses his outlook for Canada’s bond markets, and the opportunities for fixed income following the latest Bank of Canada interest rate announcement. Sri notes that the BoC hinted at concerns regarding inflation, contributing to the uncertainty surrounding rate cut decisions. Shelter in particular is expected to contribute roughly 50% to inflation over this year. There were no indications of rate cuts given to the market, and some cuts have been priced out of the market which suggests a potential delay in the magnitude of future cuts. Sri also outlines the bond market sectors that he now sees as most attractive. Provincial bonds, securitized products and the energy sector are currently favored due to factors such as historical valuations, short duration combined with high spreads, and stability respectively.
Recorded on March 7, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the program we welcome special guest Lorna Kapusta, Fidelity’s Head of Women & Engagement. Lorna leads female-focused initiatives building experiences, solutions and designing resources to better serve the unique needs of women. Studies have shown women are actually more risk aware when it comes to investing. Women tend to weigh the effort they put in for the money they’ve earned. Lorna highlights how the advisor community should focus on understanding a woman’s approach to money and that the way her decision-making on investments is different than a man. Recognize the possibility that she is trying to achieve several things rather than just one. Studies have also shown women ended up doing well with a holistic approach to financial planning and sometimes on average a little bit better than men. Lorna also discusses what motivates women to invest, what factors go into that, and she highlights Fidelity’s Women Talk Money program that provides women a financial community with live discussions, special guests, and workshops.
Recorded on March 5, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
For today’s podcast, we’re excited to bring you an episode of our new “Behind the Numbers” series. In “Behind the Numbers”, Chris Pepper, VP, Corporate Affairs, speaks with Fidelity’s portfolio managers, analysts, subject matter experts, and more, about what brought them into investing and what drives them every day. Today, Chris catches up with Montreal-based portfolio manager Hugo Lavallée who has had a long career with Fidelity, but only after some initial hurdles getting his foot in the door.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome Senior Cross-Asset Financial Analyst Lee Sotos. He looks at how the US financials sector is fairing in reaction to interest rates and global trends. Lee explains that the rates towards US Financials and Global Financial Fund are still being held, and that the market has decreased rate cuts this year moving from 6 to 3. The sector is still working towards a soft landing, although that is a difficult goal when unemployment remains high and components such as wage and inflation are engineered by the Federal Reserve. The Fed is currently being careful of the economy that is actively being pushed into a softer time period, where the rates stay higher up for longer. Lee also dives further into the Global Financial Services Fund, stating that its current team is primarily increasing fund payments of major companies like Visa and MasterCard. The team believes this fund is durable enough to keep up with a soft landing or even a no-landing scenario, and that it could have a more balanced approach should the rates go down faster than expected.
Recorded on March 6, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome back Director of quantitative market strategy Denise Chisholm. She discusses the Fed’s next possible move, her current market thesis, and what sectors are on her radar. Denise talks about durable recovery in terms of sectors. She says labor costs, good prices, and PPI came down faster than CPI. Technology was the first to be in the earnings recession, however it is now the first out. She sees a great setup for post-recessionary recovery and adds we are not in a situation where investors should be thinking about underweighting technology stocks. Denise touches on the Fed’s decisions on interest rate cuts saying they are not too concerned with the equity market. She adds there is very little correlation between acceleration of growth to the acceleration of inflation. The sweet spot would be an inflation rate above 2%. The sweet spot for equities is between 3 to 4% with Real GDP growth higher. She also highlights top sectors as consumer discretionary, and technology and bottom sectors as energy, consumer staples and utilities.
Recorded on February 29, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, Director of Global Macro Jurrien Timmer discusses the Fed’s latest policy announcement, the highs of the Japanese market, and other macro trends. The Fed’s recent decision to hold interest rates where they are was a bit of a surprise for the market. Jurrien says although the Fed maintains there will be three expected cuts, this new situation creates a timing issue. He says generally, the Fed doesn’t like to cut or hike rates around elections because it doesn’t want to be seen as meddling with the election cycle. In that sense Jurrien says, a March cut, a June cut and then walking away for a while would have been the best solution, but inflation numbers prevented a March cut from happening. Jurrien believes that the Fed will cut rates in June, and maybe in December, leaving the time around the presidential election untouched. Jurrien also speaks at length of a bullish broadening of the market stating the cap weighted index is continuing to make all-time highs. The highs are also joined now by the S&P 500 equal weighted index. He points out 81 percent of the stocks in the S&P 500 are above their 200-day moving average. This means that they are in a long-term uptrend. Jurrien says the market is broadening in the upwards direction, which is the best thing you can hope for if you’re an active investor. As always, Jurrien shares his charts so please go to @TimmerFidelity on Twitter to follow along.
Recorded on March 25, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
On the program today, Fidelity ETF Strategists, Vince Kraljevic and Raghav Mehta. From active, factor based, fixed income, sustainable investments to digital assets, Fidelity offers a mix of ETFs for various investment styles and time horizons. Vince and Raghav discuss ETF inflows, Fidelity’s Fixed Income ETF line-up, Bitcoin diversification and much more. They go into recent market trends and data affecting fixed income markets. They say Canada sees interest in shorter duration products, while the US experiences record-breaking flows into bonds. Despite meeting expectations, inflation components suggest interest in adding duration for yield advantages. They add despite PCE inflation numbers meeting consensus expectations, certain components like shelter costs and services have seen an uptick, suggesting that rate hikes may not be over. This has led to investors showing interest in adding duration to their fixed income portfolios for potentially higher yields. Vince and Raghav discuss bitcoin allocation and diversification. They say Inclusion of Bitcoin aims to enhance diversification and improve risk-return profiles. They add careful position sizing mitigates risk, ensuring balanced portfolio construction. They also discuss equity market dynamics and its implications, inflows and asset allocation.
Recorded on March 1, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome Portfolio Manager David Wolf. He provides insights on how the Global Asset Allocation team is positioning Fidelity Managed Portfolios for the year ahead, and why advisors should consider including them in client RRSPs. David explains that global asset allocation decisions for portfolios involve a top-down approach that is primarily focused on growth, inflation, policy, supply and demand. David explains supply is significantly more challenging to measure than the amount of demand present, and the models that Canadian consumers have been relying on continuously underestimate the capacity of America’s economy. David also discusses interest rates and how the timing and magnitude of rate cuts by central banks are determined. Rate cut periods usually fall under one of two scenarios; either the economy experiences a soft landing with gradual rate cuts, or the central bank is forced to cut them more aggressively due to increased economic deterioration. David adds while the Federal Reserve in the US may have the freedom to cut rates by choice, the Bank of Canada may be compelled to do so out of necessity to stimulate its economy.
Recorded on February 27th, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
On a recent podcast we heard from Jurrien Timmer, Director of Global Macro, for his five things you need to know right now. Today we’re pleased to present bonus "Timmer Time content", diving into a few more topics on Jurrien’s mind. Make to sure to subscribe to FidelityConnects to not miss any upcoming episodes. Jurrien’s weekly look at the markets returns soon, alongside daily content from Fidelity’s portfolio managers, thought leaders, subject-matter experts, and special guests.
Recorded on February 1, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today we’re bringing you a conversation from Fidelity Canada’s Vision 2024 event in Toronto. Vision offers insights from our portfolio managers and investment experts and provides their comments on the current market environment, Fidelity’s investment process, and our global research network operation. The following conversation is with our fixed income team made up of portfolio manager Jeff Moore and quantitative analyst Stacie Ware. They discuss the fixed income outlook for 2024 and where they are seeing trends and opportunities.
Recorded on January 31, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome Portfolio Managers Chris Maludzinski and Connor Gordon. They provide an update on Fidelity Global Small Cap Opportunities Fund and the benefits of adding small-cap equity exposure to clients’ portfolios. Chris and Connor describe the Global Small Cap Opportunities Fund as having a “go anywhere” approach, seeking the best investment opportunities around the world and not confined to any specific regions. The strategy is entirely bottom-up and focuses on security selection, leveraging the expertise of over 100 analysts globally to incorporate the best ideas into the fund. They add by identifying inflection points within high-quality companies, the strategy can provide a unique perspective on the future of the market. They explain the primary objective of investing in small-cap stocks is that they will grow into large-cap stocks over time. There is no strict limit or requirement to sell if a small-cap stock reaches the upper end of the market cap threshold, which allows flexibility to continue holding successful companies.
The podcast was recorded on February 28th, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
On today’s show it’s “Timmer Time” and we’re bringing you the five things investors need to know in the first quarter of 2024, looking to the rest of the year ahead. Director of Global Macro, Jurrien Timmer, joins us to present these topics, which include an eye on the U.S. Federal Reserve, and if there is a potential market impact from the upcoming U.S. election.
Recorded on February 1, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Joining us on the program today is Fidelity Senior Manager of Fidelity Labs, Matt Twigg. Matt provides a look into the latest A-I and tech innovations making noise around the globe and what AI products Fidelity is currently involved with. Matt explains how Fidelity is in the middle of an “early access” program with Microsoft. It’s a co-pilot 365, which has all the abilities of ChatGPT embedded into the Microsoft Office Suite. He says it is currently being tested by approximatively 300 people across the organization. Recent reports say the number one industry that could be affected by Artificial intelligence is financial services. Impacts include augmentation, job offloading to AI, and helping us get better at our jobs, not necessarily replacing us. Research shows that people can be much more productive, much more effective, and produce less errors by working with AI.
Recorded on February 22, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome Portfolio Manager Salim Hart and Institutional Portfolio Manager Naveed Rahman. They provide a comprehensive discussion of value investing strategies in today’s markets and where they are finding new opportunities globally. Salim and Naveed discuss the importance of macro-economic factors and interest rates. While prolonged periods of low interest rates can somewhat affect investor perceptions, current rates are closer to long-term historical averages than the recent lows. Both stock level and top-down analyses indicate a belief in higher inflation and interest rates, demonstrating the value of implementing macro-economic considerations in investment strategies. Current reports show that a lot of people are investing solely in cash, which Salim and Naveed agree comes with significant long-term risks such as the effects of inflation on wealth over time. They discuss the benefits of their more diversified approach that combines attractive returns with lower volatility, which has outperformed 97% of peers across several years prior. This was measured through a risk-adjusted basis, which demonstrates the approach’s strong performance relative to the level of risk taken.
Recorded on February 23rd, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
For today’s podcast, we’re excited to bring you an episode of our new “Behind the Numbers” series. In “Behind the Numbers”, Chris Pepper, VP, Corporate Affairs, speaks with Fidelity’s portfolio managers, analysts, subject matter experts, and more, about what brought them into investing and what drives them every day. In this episode, Chris speaks with Boston-based Fidelity portfolio manager Ramona Persaud, who was born in New York City and jokes that she had to choose between fashion or finance.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, Director of Global Macro Jurrien Timmer covers recent market trends, Q4, earnings, P/E ratios and the Fed. In terms of a soft landing, inflation and the Fed Jurrien explains the market has been betting on a soft landing, and so far, this has been correct. And he adds several pillars support the soft-landing thesis. During COVID, the labor market tightened significantly, with job openings outweighing job seekers at historic levels. Despite a subsequent softening in labor market conditions, the drawdown in excess labor demand has not led to a recession. This drawdown, combined with a decrease in inflation, allows for an economic softening without a recession. Jurrien says despite the influence of inflation, the fundamentals remain solid, indicating overall resilience in the market. In the US, wage growth now surpasses inflation, which is a positive development for consumers. Jurrien also speaks about Bitcoin and gold saying that he doesn’t believe the bitcoin rally will continue but does see it a viable asset in the long-term. As always, Jurrien shares his charts so please go to @TimmerFidelity on Twitter to follow along. And don’t forget Fidelity Canada’s VP of Product Andrew Clee will be back for his second Reddit AMA talking all about bitcoin and his thoughts on the markets. Submit your questions by March 20th and Andrew will answer them on March 21st.
Recorded on March 11, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, long time portfolio manager Dan Dupont joins the program to discuss his current investment strategy, gives an update on Canadian Large Cap Fund, and where he’s seeing opportunities in 2024. He says the concentration in his fund is primarily focused in the tech sector, especially in the Magnificent 7, which is trading at historically high levels. He’s also shifting his investment strategy towards overlooked areas like large cap, healthcare, staples, and Chinese markets. But he adds he’s cautiously investing in China due to significantly reduced valuations compared to the past. He’s also looking at investment opportunities in Japan, South Korea, and other regions. With Canadian Large Cap fund, he says the fund tends to excel during periods of volatility, showcasing its ability to weather downturns effectively. To add to this, historically, the large cap fund has demonstrated a downside capture averaging around 34 to 35%, indicating relatively low susceptibility to market downturns.
Recorded on February 21, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the program, we welcome Evan Zehnal, Equity Research Analyst and Vishal Chopra, Equity Research Associate. They discuss the impact of macroeconomic factors on the tech sector, and highlight the challenges and opportunities amid economic uncertainties. Vishal covers Canadian technology and healthcare sectors, including software, hardware, pharmaceuticals, and med-tech companies. Evan focuses on innovative technologies within US software, cybersecurity, and internet sectors. They deep dive into AI and its impact on the tech sector, employment, and remote work. Evan discusses how AI enhances software development processes and user interactions through natural language processing including coding, iteration, testing, and user interface design. They touch on the challenges in chip supply and tech spending adding that global chip supply constraints affect capital spending, but anticipation of increased investment arises as supply challenges ease – this is driven by AI demand and private firms innovating with AI.
Recorded on February 16, 2024
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
In this episode of the Fidelity ETF Exchange, host Étienne Joncas Bouchard welcomes Brendan Sims to the show. Brendan is an Alternative Investment Strategist at Fidelity Canada. Étienne and Brendan take a deep dive into the world of alternative investing. They discuss various types of alternative investment strategies, the growth of alternatives via ETFs, what are some trends to expect and where cryptocurrency fits into the bigger picture.
Recorded on February 28, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today we welcome back Director of Global Macro Jurrien Timmer for his weekly perspective on the markets. Jurrien discusses his outlook on equity risk premium, small caps, emerging markets, fed policy and many more. Jurrien comments on current market dynamic shifts saying the transition from the late-cycle to the mid-cycle is evident, characterized by robust earnings rebound and an ongoing soft-landing phase, which bolsters bullish market sentiment. He adds new bull markets are typically driven by valuation initially, with prices advancing ahead of earnings, which then follow in subsequent quarters. Jurrien touches on ERP – equity risk premium. Analyzing the current market scenario, the market is currently trading at around 21 times forward earnings, indicating a relatively high valuation. This low ERP suggests heightened market sentiment and valuation, with the market anticipating future earnings expansion. But it also indicates a limited margin for error in the market's pricing, leaving it vulnerable to economic downturns or unforeseen shocks.
Recorded on March 4, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the program, we welcome director of ETFs Andrei Bruno. Andrei highlights the launch of Fidelity’s All-Equity ETFs, how it focuses on strategic rationale and market timing, plus the future potential of the products amid the backdrop of economic conditions. Andrei says the All-Equity ETFs were launched in order to build on the success of the existing all-in-one product suite and leverage the power of the factor ETFs suite. It also addresses client and advisor feedback by offering a solution that packages factor ETFs for regional equity exposure. Andrei adds the ETFs are designed as "active in design, but passive in implementation," offering a strategic asset allocation approach to maintain diversification over the investment cycle.
Recorded on February 15, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome Portfolio Manager Adam Kramer and Institutional Portfolio Manager Scott Mensi. They discuss their tactical approach to fixed income investing, and where they are finding new investment opportunities in today’s markets. Adam and Scott provide a tactical high income portfolio overview, explaining that the fund intends to provide a level of income that exceeds that of traditional balanced funds. It also allows investors to identify the most promising risk-adjusted opportunities by leaving asset allocation decisions to an experienced team, making it a favourable structure for investors today. Kramer and Mensi say there are areas within the marketplace that are attractive which include opportunities in high-yield bonds, convertible bonds, foreign bank debt and floating rate preferred shares. There is also potential in various equity sectors such as large-cap dividend players in the energy and gold mining industries, in addition to a few value names in small and mid-cap sectors. The importance of both proper income-to-risk matching and seeking assets with favourable risk-reward profiles are emphasized when looking for opportunities.
The podcast was recorded on February 12th, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome Brett Dley, Portfolio Manager of the Fidelity Market Neutral Alternative Fund. He explains how a long/short investing strategy may be successful in periods of volatility, and where he sees opportunities in 2024. Brett describes market-neutral alternative funds as an equity-based fund without any correlation to separate underlying assets. It operates by concurrently buying one stock and shortening another to maintain a net exposure of zero, and engages in approximately 35 to 40 pair trades. This allows it to create long and short positions to focus on stock-specific differences. Brett discusses the fund’s role for investors approaching retirement and its emphasis on reducing portfolio volatility. He adds by incorporating an investment with lower volatility, investors can potentially navigate market fluctuations more comfortably and prevent impulsive selling decisions during downturns. He also says in the current macro environment, the fund is specifically deployed in response to market conditions and is positioned to mitigate potential downside in a frothy market.
Recorded on February 1, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome Portfolio Manager Michael Plage to share his perspectives on today’s fixed income markets, and provide an update on Fidelity Multi-Sector Bond Fund. Michael gives us a quick fixed income overview, explaining that the diversification between stocks and bonds has been surprisingly positive, but likely will not last due to the Fed’s actions. Negative correlation between stocks and bonds can be detected through events like the regional bank crisis or geopolitical tensions, but this trend is believed to be advantageous in a few ways. It benefits bond portfolios during shocks to the equity market, and will be helpful to the bond market and holders of bonds within diversified portfolios. Michael believes mortgage-backed securities and corporate bonds are essential to the portfolio strategy, stating that agency mortgages constitute around 30% of the US investment-grade bond market. Currently multi-sector bonds are not particularly favoured due to tight trading and negative convexity, although certain areas within asset-backed securities like aircraft securitization have appeal.
Recorded on February 9th, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome Investment Director Catherine Yeung. She provides an update on China’s recent growth, trade relations and the impact of regulatory and policy changes. Catherine says the Chinese government’s current focus is implementing a pragmatic policy which should maintain growth that is moderate yet robust. Catherine also reflects on critics calling China an “aging society”. She says there is prioritized shift in its growth dynamics, transitioning from high-quantity to high-quality with an expectation of maintaining a 4.5 to 5% growth rate. The emphasis is on innovation to drive growth in strategic sectors and move beyond traditional manufacturing.
Recorded February 8, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the program we welcome Director of Global Macro Jurrien Timmer for his weekly commentary on the markets and what macro themes are moving the markets. In this episode Jurrien talks about bitcoin, valuation versus growth, earnings and the tech bubble. Jurrien talks about bitcoin’s endurance and uniqueness and its maturity. He touches on the impact of tech companies and says this tech bubble doesn’t resemble bubbles of the past. In the early 70s and late 90s, the premium of the top 50 stocks over the bottom 450 in terms of P/E ratio was close to 100%. In other words, the P/E was twice as high on those stocks. Today we are at 30%In terms of inflation Jurrien says there are concerns reaching the 2% target. Looking at long-term inflation rate of change, the 5-year rate has gone from 2 to 3, but to reach the 2% mark, year-over-year marks must dip below 2 to reach that target.
Recorded on February 26, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the program we are introduced to a brand-new product - the Fidelity Canadian Long/Short Alternative Fund. Portfolio Manager Reetu Kumra will lead the new fund and she joins Fidelity’s CIO and Portfolio Manager Andrew Marchese on the show today as they both highlight elements of the new portfolio and what it offers. Andrew and Reetu speak to host Pamela Ritchie about the fund’s weighting and, how it uses the full breadth of Fidelity’s research capabilities to choose long and short positions to drive total return potential.The fund’s strategy capitalizes on research depth and breadth, independent of the market or economic cycle. The fund also maintains equal weight on long and short sides, following a 130/30 strategy with 100 percent net exposure. Andrew and Reetu add the fund is an “all ideas” portfolio reflecting the research team’s viewpoints across the coverage universe.
Recorded on February 6, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome Institutional Portfolio Manager Beau Coash. He discusses about the expectations surrounding inflation, the similarities and differences about Canada compared to the 2008 financial crisis in the United States, and much more. Beau explains how the US was able to add over 150 thousand jobs than what was initially anticipated. Major reasons for this included the opportunity for selective security investment which notes stabilization in the “big seven” companies, as well as significant productivity improvement expectations from them. NVIDIA is currently highlighted for its potential influence in the semiconductor industry, and other companies within that space will make an impact with NVIDIA as its centrepiece. Beau speaks on how the Federal Reserve’s goal for inflation remains to get down to 2%, with the current progress to doing so being confusing. The Reserve prefers to use the Personal Consumption Expenditures inflation metric which currently indicates movement towards the 2% target, but the consumer price index hovers around 3.1 or 3.5%, a significantly higher figure.
Recorded on February 2, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome Portfolio Manager Alex Gold. He discusses his outlook for the global health care sector in 2024, and the themes he’s watching this year. Alex shares that a major theme he has seen so far in the year is increased utilization of hospital services. This differs from a few years prior, where many were hesitant to check into hospitals during the majority of Covid-19. Last year healthcare was among the worst performing S&P subsectors, although the global market is expected to jump from 750 million people to around one and half billion. Because of this, Alex believes there is an opportunity to invest in healthcare’s long term structural growth. Alex also notes that the subsidies on the stage of valuations is another huge healthcare theme, primarily due to the major Nordic drug companies that are connected to weight loss products.
Recorded January 30, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome Director of Quantitative Market Strategy Denise Chisholm. She brings her unique insights and perspectives on the sectors to watch in global markets. Denise dives into the yield curve inversion and assures that it does not necessarily indicate an immediate recession as proven by the inversion in 1966. It is more the steepening of the inversion that causes issues for the equity market than the inversion itself, and half of the time there comes a recalibration of monetary policy. The current 6-month run rate of the PCE deflator has dropped to below 2%, and the price level remains 20% higher than it was before the start of Covid-19. Inflation has slowed down to the measure the Federal Reserve prefers.Denise discusses the current rate drops and how that could lead to risk assets from more economically sensitive sectors improving.
Recorded on February 20, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we’re bringing you a conversation from Fidelity Canada’s Vision 2024 event in Toronto. Vision offers insights from our portfolio managers and investment experts and provides their comments on the current market environment, Fidelity’s investment process and our global research network operation. The following conversation is with long time dividend investor Ramona Persaud. Ramona speaks about the current market environment, how she thinks about risk, and how that plays into her investment strategy.
Recorded on January 31, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we’re bringing you a conversation from Fidelity Canada’s Vision 2024 event in Toronto. Vision offers insights from our portfolio managers and investment experts and provides their comments on the current market environment, Fidelity’s investment process and our global research network operation. The following conversation is with our Global Asset Allocation team composed of David Wolf, David Tulk, and Ilan Kolet. The team gives their outlook and market perspectives for 2024.
Recorded on January 31, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we’re bringing you a conversation from Fidelity Canada’s Vision 2024 event in Toronto. Vision offers insights from our portfolio managers and investment experts and provides their comments on the current market environment, Fidelity’s investment process and our global research network operation. The following conversation is with portfolio manager Connor Gordon who co-manages Fidelity’s Global Small Cap Opportunities Fund. He talks about his journey into Fidelity, how Fidelity uses its breadth of research and resources, and he elaborates on the security selection process in his fund.
Recorded on January 31, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we’re bringing you a conversation from Fidelity Canada’s Vision 2024 event in Toronto. Vision offers insights from our portfolio managers and investment experts and provides their comments on the current market environment, Fidelity’s investment process and our global research network operation. The following conversation is with legendary and long-time Fidelity Portfolio Manager Will Danoff. Will highlights his investment strategy and how it has changed throughout his tenure. He also highlights sectors and industries he’s looking at and how technological innovation shapes his investment decisions.
Recorded on January 31, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we’re pleased to welcome a special guest, renowned economist Don Drummond. Don has held several senior roles at the Federal Department of Finance, including Associate Deputy Minister, where he was responsible for economic analysis, and fiscal and tax policies. Today, Don comments on the latest Bank of Canada announcement, possible rate cuts, the housing market and rental pressure. Don says the Bank believes in a model where creating slack in the economy will, over time, reduce inflation. The BoC also expressed confidence in its strategy, indicating that the first step of creating slack in the economy has been accomplished. But Don points out the market tends to anticipate economic changes, positioning itself in advance. He says the clock for these changes has just started, whereas people initiated this countdown a year or two earlier.
Recorded on January 25, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we’re bringing you a conversation from Fidelity Canada’s Vision 2024 event in Toronto. Vision offers insights from our portfolio managers and investment experts and provides their comments on the current market environment, Fidelity’s investment process and our global research network operation. The following presentation is with Fidelity Director of Global Macro Jurrien Timmer. Jurrien discusses market trends, economic growth, global interest rates, and much more.
Recorded on January 31, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we’re bringing you a special presentation from Fidelity Canada’s Vision 2024 event in Toronto. Vision offers insights from our portfolio managers and investment experts and provides their comments on the current market environment, Fidelity’s investment process and our global research network operation. The following conversation is with Fidelity Canada’s CIO and portfolio manager Andrew Marchese. He discusses the current state of the market, provides his insights for 2024, and introduces the new Canadian Long/Short Alternative Fund.
Recorded on January 31, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we’re bringing you a conversation from Fidelity Canada’s Vision 2024 event in Toronto. Vision offers insights from our portfolio managers and investment experts and provides their comments on the current market environment, Fidelity’s investment process and our global research network operation. The following conversation is with Fidelity portfolio managers Mark Schmehl, Dan Dupont, and Hugo Lavallée. They discuss the Global Equity Plus Fund and where they are seeing opportunities in 2024.
Recorded on January 31, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome Portfolio Manager Joe Overdevest to the program as he discusses commodities, unemployment, the new inflation reduction act and much more. Joe talks about commodities and says there is a positive outlook for both natural gas and copper. For natural gas, there is a surplus of supply because of the mild winter, but overall a positive outlook for 2024. And for copper there are positive sentiments there, but will be driven by a bullish perspective and dependent on conversations with major CEOs within the industry. Joe touches on many other topics and trends like the continuing conversation around interest rates, concerns with mortgages in Canada, and the importance of investing and compounding during these times. Joe says investors need to be careful and resist being swayed by current headlines and avoid abandoning long-term strategies due to short-term uncertainties.
Recorded on January 24, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome Fidelity Research Analysts Brendan Cochrane and Nic Bellemare. They dive into the banking sector, the current state of consumers and this year’s investment opportunities they are finding in these sectors. The current environment in the banking sector has displayed high rates and low loan growth, as credit delinquency rates slowly rise. Brendan and Nic discuss how the direction of credit is a crucial factor for influencing bank stocks throughout the rest of the year. Bank stocks started by reacting positively to the Bank of Canada rate cuts, alleviating credit concerns and reducing negative tail risks. However, rate cuts can also hinder the progression of revenue for banks, commonly through Net Interest Margin compression. Brendan and Nic take a look at various consumer statistics including spending behaviour, confidence and portfolio positioning. Consumers of all levels of income face specific economic challenges, and there have been observations of resistance to further price increases. The current consumer confidence appears to be strong meaning immediate government support may not be needed, but it is possible for things to get tougher before getting easier. Advisors are being urged to reassess the portfolio positioning, which will require acknowledging the potential economic scenarios.
Recorded on January 19, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome Patrice Quirion, Portfolio Manager of the Fidelity Global Concentrated Equity Fund. He opens up about where he is finding global investing opportunities so far in the new year. Patrice explains how this year’s market expectations are considerably higher than last year’s, with the risk perception dropping due to the greater certainty of upcoming interest rates. Many opportunities lie within undervalued areas, some dispersion within the market is observed once again, and while there may be a clearer direction forming for it, the journey to that point may not be entirely smooth. Rate cuts are also currently expected by year-end, although their full extent and timing are still uncertain and expectations should remain reasonable. Patrice discusses how numerous Asian markets, particularly China, are showing signs of eventual improvement in corporate governance. There are opportunities to search for undervalued assets, and the market’s disappointment with the lack of aggressive stimulus measures is factored into valuations. There are challenges surrounding the real estate sector and weak consumer confidence in the Chinese economy, but market stabilization and increased confidence and spending capacity create potential for a rebound.
Recorded on January 18, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the program, we welcome Fidelity’s Global Macro Director Jurrien Timmer as we get his perspectives on market trends, economic growth, global interest rates and more. The S&P 500 cap-weighted index reached a new all-time high, however, not for the equal weighted and for the small caps. Jurrien believes higher than expected earnings, and a tight labour market are major contributors to this recent rise. At the same time, Jurrien believes the market is overestimating the number of rate cuts the Fed will likely implement. He discusses the impact of Fed rate cuts being uncertain on Canadian homeowners and corporations. Overall, Jurrien expects a bullish broadening theme in the market this year. He adds there is a possibility of having a short bull market but, typically, the market tends to go up 70 to 80% on average in a short bull market. But he also says, it’s still too early to tell as he describes the market as a young bull market that potentially has more runaway left.
Recorded on February 5, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On the program today, Director of Emerging Technologies John Bradley discusses the latest advancements in artificial intelligence and how Fidelity is leveraging the newest technologies to benefit advisors and their clients. John goes over the various benefits of AI tools and how we can use them at Fidelity. AI allows for image and voice recognition, quicker and easier research and automated processes for implementing data and making it easy to understand. A number of companies such as Adobe and Microsoft are providing AI tools, and as long as we can recognize the tools that are being received positively and why, we can work to apply them advantageously. John discusses AI’s abilities to create faster content delivery, mitigate risks, assist in healthcare, education, entertainment and more. In many of these cases AI can be used to speed up various processes, provide a higher level of quality review, and generally assist in tasks that could be more easily performed by a program and its tools. John adds how incredibly important it is for us to stay up to date on AI trends and news to properly understand the technology so we can apply it and ensure future success.
Recorded on January 17, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On the program today, Senior Vice President of Advisor Sales and Vice President of Product Andrew Clee join host Pamela Ritchie to discuss industry trends, innovations and what advisors should keep top of mind in 2024. Andrew and Dave begin by commenting on the whirlwind that was 2023. Dave highlights GICs and GICs high interest savings accounts as a dominant topic amongst advisors and Andrew adds that we experienced two different markets in one year and it didn’t look promising until about mid-October. Andrew also adds we saw a double digit return in the last quarter of the year with big tech names ending on a high note. So, most of the year-to-date gains came in a short period of time. Andrew says for bonds although it didn’t do so well in 2023, the returns did come significantly in a short period of time. Andrew adds that the key is to stay invested rather than trying to time things out. Dave highlights a good strategy for 2024 - that is to leverage the Fidelity sales team as much as possible. Andrew adds to look at the redeployment of higher interest savings, GICs, and traditional 60-40 asset classes. He says to start thinking about reinvestment risk from an interest rate standpoint rather than the total return over the next twelve months.
Recorded on January 16, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we welcome Institutional portfolio manager Ilan Kolet as he discusses the Global Asset Allocation Team's positioning for Fidelity managed portfolios in 2024. Ilan discusses the differences in performance between a Balanced Fund and a Guaranteed Investment Certificate, or GIC, in Canada. Balanced Funds performed far better by the end of 2023 than in the year prior, surpassing the GIC. The risk adjusted return that can be provided in multi asset class funds has now become a better prospect for longer-term investors, although the GIC could still benefit those with a shorter investment horizon. Ilan explains how Canada’s upcoming productivity prospects and how they differ from the United States. While America’s productivity has been on a steep incline that does not look to be slowing down, Canada’s standard of living has not improved since the nineties with no major changes in the near future. The track record for each country is very telling regarding this year, and Canada does not have America’s airtight labour market or declining inflation that would solidify a notable increase in potential growth. Ilan covers the current housing shortage present In Canada, claiming it to be out of balance in terms of consistently low rates, lack of oversight of foreign investments and more.
Recorded on January 15, 2023
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the program, Fidelity Director of Global Macro Jurrien Timmer discusses the latest market moves, potential Fed rate cuts and possible supply chain issues. US equity markets opened up at all-time highs this week. So could these highs and rallies continue? And how much of an impact do these gains have on the Fed’s interest rate moves? Jurrien points out that although the S&P cap-weighted index did make a new all-time high, the Russell 2000 small cap index is in a bear market. It’s down 20 percent from its high. This is the first time in history we’ve seen this. He explains that small caps being behind is not unusual. It’s not unusual for large caps to go first then small caps to follow. But he points out, the spread has never been this wide. And that is a testament to the Magnificent Seven leadership in the market. But Jurrien says if history is any guide, these stocks will follow at some point. Jurrien also touches on the Fed and says back in December when the Fed gave a hint that we would get three rate cuts in 2024, the market just ran with it. Now the market is walking back a git and that’s also one of the reasons why small caps are under some pressure.
Recorded on January 22, 2024
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On today’s show we are joined by Fidelity ETF expert Étienne Joncas-Bouchard. He discusses various factors that he believes could be favourable in the current market environment and updates us on Fidelity all-in-one ETFs. Étienne discusses how value has a chance of doing well this year, but it’s not a guarantee. It will depend on many upcoming factors including getting fewer cuts than expected, the labour market remaining strong, large growth names continuing to work through challenging environments and more. He explains it ultimately relies on the macro standpoint; if the rates are going up while there is less sensitivity to the change in the discount rate. With that, your net present flows become worth more than companies that are discounting in the far future. Étienne also dives into the world of cryptocurrency, specifically how the SEC in America has given their approval of spot Bitcoin ETFs. This means that Canadian Bitcoin ETFs will lose a portion of its demand from American investors, and their prices will also decrease given the aggressive fee structure and increase in overall volume.
Recorded on January 12, 2024
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
In this episode of the ETF Exchange, Étienne Joncas Bouchard welcomes back Director of ETFs at Fidelity Canada Andrei Bruno. Andrei highlights ETF industry trends of 2024. He points out flows in the Canadian ETF industry continued their strong momentum in Q4, bringing the year end total to $38 billion. Some notable headlines include fixed-income outselling equities, Bitcoin ETFs making a comeback as well as U.S. equities finally seeing a lift in December. Étienne and Andrei also discuss the approval of spot Bitcoin ETFs by the Securities and Exchange Commission and other trends to keep an eye out further down the road in 2025.
Recorded on January 12, 2024
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Portfolio manager Darren Lekkerkerker joins the show today to discuss his outlook on equities and what his positioning is for 2024. With inflation coming down and possible rate cuts on the horizon, Darren says he’s looking into a few investment opportunities with a focus on energy and copper. He adds copper is a major beneficiary of the energy transition and that engineering and design companies will most likely do well this year due to reshoring trends. Darren says mid-caps and small caps could potentially outperform this year. In terms of his fund, Darren is focused on North America as it has historically been the best place to invest. He adds North America has the greatest exposure to secular growth industries like technology and healthcare compared to Europe and Asia.
Recorded on January 11, 2024
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Portfolio manager Jeff Moore joins us on the program today to talk us through the bond market and what factors might affect this space in 2024. Jeff speaks about the current inflationary environment. He says inflation is falling and most likely on the run. He adds with bond yields at 4% and real rates at 2% these numbers haven’t been as compelling since the nineties. But he says the bond market is basically at the same state as it was last year. Typically the returns from bonds are in the range of 6 to 10% depending on the asset. Jeff says the strategy here would be to enjoy the current yields, diversify your portfolios and avoid leverage. He advises to stay vigilant and responsive to changes in CPI numbers.
Recorded on January 9, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
As investors enter a brand new year, Fidelity Director of Global Macro Jurrien Timmer discusses what trends, topics, and headwinds he believes will move the markets in the weeks and months ahead in 2024. The inflation storyline continues to be the dominant headline. Will the Fed cut rates this year? Will it be possible to get back to 2% inflation? Jurrien says 3% could be the new 2%. He says getting back to two percent will be a challenge and it might require a period of negative inflation if we actually want to get back to two. Jurrien says we could be in for a bullish, broadening market. He points out the S&P 500 Equal Weighted Index is the most useful and interesting thing to be looking at right now. Jurrien also touches on Bitcoin and gold, tech stocks versus value and the impact of this year’s upcoming US election.
Recorded on January 8, 2024.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the program we check in with Institutional portfolio manager Ilan Kolet as he gives us his thoughts on the last Bank of Canada rate announcement of 2023, and what he sees in store for the New Year. The BoC kept its policy rate unchanged at 5 per cent, but it also warned that rate hikes aren’t off the table in 2024. Ilan says the expectation for next year is that discretionary consumer spending will continue to pull back as many Canadians want to ensure their principal mortgage gets paid. The more pullback you see could signal an upcoming recession. The US is experiencing a different story as the labour market remains tight and inflation slows down, plus the mortgage structure in the US is very different compared to Canada. Ilan says the Global Asset allocation team remains underweight Canadian equities. He adds with serious macroeconomic headwinds, he believes Canada will lag. The team is overweight US equities and underweight the Canadian dollar and overweight the US dollar hoping this will be a shock absorber for the fund.
This podcast was recorded on December 12, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Portfolio manager Sri Tella joins us on the program to discuss the latest Bank of Canada announcement and how that could affect Canadian bonds. Sri says the last BoC announcement signals an intention to cut rates and potentially adopt a less restrictive or more simulative approach. He adds the Fed shares a similar concern and outlook. They are aiming to keep inflation in check before considering rate cuts. Sri says financials particularly the Canadian banking sector continues to show consistency. This stability makes it a favoured and significant sector in the Canadian corporate market. Conversely, non-financial corporates are more of a neutral outlook due to higher interest rates and refinancing challenges.
Recorded on December 8, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the program we speak to Denise Chisholm, Director of Quantitative Market Strategy and portfolio manager Ramona Persaud. They highlight sector shifts and dividend opportunities in 2024. Host Pamela Ritchie asks Ramona as the year wraps up, how is she navigating the current market dynamics and how that influences her investment decisions. Ramona says her approach still revolves around 3 main objectives: excess returns, downside protection and reasonable level of income. As a conservative investor, volatility is a critical consideration and aligning the investor experience with the fund’s performance. Ramona says for 2024 a nuanced market might make way for under appreciated sectors to undergo a resurgence. Denise highlights unit labour costs as a key metric and a significant part of the why behind interest rates shaping investment decisions. She also talks about compensation costs, the Federal reserve and earnings growth prospects.
Recorded on December 7, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Special guest renowned Canadian political scientist Janice Stein joins us on the program today. Janice is an international relations expert and founding director of the Munk School of Global Affairs & Public Policy at the University of Toronto. Janice sits down with host Pamela Ritchie to discuss the geopolitical themes and issues moving the markets this past year and what could influence our world economies in 2024. Janice says we are in an era of geoeconomics. Geopolitics is now driving the global economy and it will drive trade and continue to accelerate and drive markets. Janice highlights the four big countries influencing our economies today - the US, China, Russia and India. Janice believes this is the century of US power, but she adds, what China has accomplished in the last 20 years, no other society has done. She says India is one of the largest countries, but its population is very young. Still, there is a lot of potential for growth in India. Russia is a declining economy, but is the biggest oil and gas export. Janice highlights many other geopolitical issues including the conflict in the Middle East. She says despite the brutal war, people are thinking about the future and what sorts of governance systems will emerge from these decisions.
Recorded on December 5, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the program we welcome Fidelity Equity Research Analysts Brendan Cochrane and Andrew Hall. They provide insights into consumer behaviour, economic trends, and the potential impact on various sectors in the coming months. With inflation cooling, Black Friday shopping proved to be better than feared this year, but many consumers were disappointed with the magnitude of the discounts. So what does this mean for the consumer discretionary and staples sectors as we head into the new year, and how might it affect your portfolio positioning? Brendan highlights that e-commerce was a clear Black Friday winner, showing significant growth. He explains the impact of over-inventory through the year that might have led to the weaker than expected Black Friday discounts. Andrew moves the discussion to the grocers' sector, noting that food prices remain high, and there are still concerns around inflation in 2024. The conversation also touches on trade-down trends, potential government interventions, and the economic outlook for 2024. They also delve into specific industries, such as the telecom and auto sector, discussing potential challenges and opportunities.
Recorded on December 5, 2023.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the program, we welcome Aneta Wynimko, portfolio manager of Fidelity Global Consumer Industries Fund. Aneta discusses consumer trends this holiday season and what she’s been focusing on as 2023 wraps up. She says there is a noticeable trend for online shopping, a habit formed by many during the pandemic. But Aneta adds, despite the rise of online shopping, consumers still desire the in-store experience. The hybrid trend reflects a dynamic and evolving consumer landscape. She says consumers are making choices based on the type of product, with routine items favoring online purchases and more experiential products driving in-store shopping. She says this in turn influences her investment strategy as she evaluates companies based on how they align with consumer preferences and mindsets.
Recorded on November 23, 2023.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
On today’s podcast, we speak to portfolio manager Don Newman as he reviews 2023 and what opportunities lie ahead for dividend investors. Don manages two dividend-focused Funds, the Dividend Fund and Dividend Plus Fund. Don points out there’s been a change in his investment strategy because of the rate changes we experienced this year. He’s looking for businesses that can withstand increased rates. Zoning in on companies with less average, lower payout ratios. That means lower dividend yield, but can still grow under higher interest rates. He adds that industrials have been a solid sector as of late. For example, it looks like the inventory destocking cycle is coming to an end which means more shipping opportunities specifically through rail. REITS have had a difficult year, but Don says there are still opportunities in real estate with respect to AI. Data centers could increase in demand next year. Don is looking at firms with large cash flow that can use their unique data along with AI and produce a competitive advantage.
Recorded on November 28, 2023.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
On today’s podcast, we take a look at Canada’s wealth management landscape and how it continues to evolve and change. Carlos Cardone, Senior Managing Director at Investor Economics, leads the discussion today as he highlights the on-going high interest rate environment, how that affects household financial wealth and where Canadians are choosing to invest their money. Carlos also highlights how saving dynamics have shifted amongst Canadians and how Canada’s high net worth trends compare to global trends.
Recorded on November 29, 2023.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Joining us on the podcast today is Denise Chisholm, Director of Quantitative Market Strategy. She speaks with host Pamela Ritchie about productivity and unit labour costs, higher wages and smaller margins misconceptions, as well as the global impact of AI. Denise says unit labour cost is a key variable impacting the stock market right now. She says there has been an abrupt normalization. One of the biggest concerns in the market is not goods cost because goods have been in deflation, but it is the middle part driven by wage growth. And in regards to the stickiness of wages, she says, what it actually means is that it’s good for profit margins on a go-forward basis. Denise also talks about the “miracle aspect of productivity.” She says two major factors contributed to the current situation. A.I. was a game-changer for productivity in software and computers and COVID created a positive productivity shock. This in turn generated a positive outlook for productivity cycles and their impact on the stock market.
Recorded on November 24, 2023.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Fidelity head of Quantitative Index Solutions, Bobby Barnes, joins the show today to discuss the current market cycle. While the magnificent seven have driven a 20% year-to-date increase in the S&P 500, he cautions against overlooking other areas of the market. He highlights the Fed's intention to combat inflation through interest rate hikes, emphasizing the importance of understanding the direction rather than the absolute level of economic indicators like the ISM. Bobby also provides insights on the market's potential trajectory, suggesting reasons to be positive but also noting the importance of considering factors like average stock performance and consumer indicators. The conversation also touches on late-cycle positioning, the role of AI in shaping market dynamics, the market's vulnerability to exogenous shocks, the outlook for interest rate cuts, and considerations for asset allocations, particularly in fixed income. Overall, Bobby advises investors to closely monitor incoming data and position portfolios accordingly in light of the hikes still to be digested.
Recorded on December 1, 2023.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
In this episode of the Fidelity ETF Exchange host Étienne Joncas Bouchard welcomes Fidelity District Vice President Stéphane Pitre to the show. Stéphane, a veteran at Fidelity, has been with the firm close to 20 years and has partnered with investment advisors across the country. Stéphane highlights ETF trends in the wealth management industry, how advisors can incorporate ETFs in their portfolios, and a brief look into the ETF industry in 2024.
Recored on December 7, 2023.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
On the program today, Fidelity Director of Global Macro Jurrien Timmer with his weekly discussion on macro themes on his radar for the trading week ahead. Jurrien says recent job reports reveal that the job market is slackening, excess demand of labor came out of the pandemic, so does this signal a move by the Fed to consider timing of possible rate cuts? Historically, a hiking cycle ends because the Fed has broken something, which results in a recession. The inverted yield curve signals a recession could be coming. But it looks like the market is confident that the Feds have stuck a soft landing. However, Jurrien says being right about a Fed pivot and soft landing doesn't lead to what the market would do as that all depends on price. The market often rallies before earnings recover.
Recorded on December 11, 2023.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Portfolio manager Alex Gold joins us on the program today. Alex manages Fidelity’s Global Health Care Fund for Canadian investors, and today, he looks at what trends shaped 2023 and what potential sectors could shape 2024. Alex says our aging population continues to drive the healthcare sector. It’s anticipated that the 65+ year-olds population will rise from 750 million to 1.5 billion by 2030. This will open up opportunities in the healthcare sector driven by innovation advancement in healthcare companies. A big theme as of late has been anti-obesity drugs. Novo Nordisk for example has been fighting the ongoing epidemic of diabetes and obesity for over a decade. The Danish drug manufacturer has seen an incredible 1,953 per cent increase since 2010. Companies that help with the manufacturing for medical vials and injectable cartridges have also benefited from this rise. Alex points out the fund is underweight pharma and large biotech and overweight managed care particularly focusing on major insurance companies.
Recorded on November 22, 2023.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the program, we welcome special guest Elizabeth Mullholland, CEO of Prosper Canada. Prosper is a national charity that focuses on expanding economic opportunities for people with low incomes across Canada through program and policy innovation. Liz brings an insightful discussion on how we can promote promote financial policies, programs and resources that could transform the lives of Canadians. One of those programs is Benefits wayfinder - an online tool that helps people typically with low to modest income to identify any provincial or federal tax credit or income benefits that aims to reduce taxes and boost income. Liz says there is a market gap when it comes to financial help for people with low income. Prosper have been piloting free one on one financial Advice services. People who need help with tax files or addressing any urgent financial issues.
Recorded November 21, 2023.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the program we are joined by Equity Research Analysts, Robert Reynolds and Claire Fleming, who break down what’s shaping the industrials and materials sectors, and what’s on their radar as 2023 comes to an end. Robert who focuses on the industrial space says high rates continue to have a major impact. Themes include inventory restocking, government spending and the pace of energy transition. Port and auto strikes are also having significant impacts on industrials. He adds services and airlines have been successful this year, but there are concerns of how long leisure travel will be sustainable. Claire focuses on materials, which includes Copper and diversified mining companies, agriculture and packaging. Claire highlights some macro themes affecting packaging. She says historically it’s been one of the most defensive sub sectors given that demand tends to be more stable for consumer products. However, the destocking of physical goods trend is negatively impacting the demand for packaging. She says we could see organic growth rates improve from companies working through the related impacts of destocking.
Recorded on November 17, 2023.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today we are joined by Abhijeet Singh, Institutional Portfolio Manager of the Emerging Markets Fund. He gives us an overview of his fund and his thoughts on investment opportunities he’s keeping an eye on. Abby shares his thoughts on China’s slow growth. A lot of consumers are sitting on cash and not spending. Abby says valuations do look attractive in China, so they are overweight China relative to the benchmark weight. They anticipate the valuation gap will close over time. He adds the Chinese-US relationship is crucial and a good sign where both economies need each other. On the other side, Abby says the valuations in India are expensive, which includes all sectors in comparison to Emerging Markets or Developed markets. He says because of this they’re underweight India. So far the picks they do have are working very well. He adds the consumer story in India is much smaller than in China. However, he thinks we’ll see a large number of companies going public in the next 5 to 10 years. Abby also discusses the US dollar, AI and Aerospace as a current area of interest.
Recorded on November 15, 2023.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today we are joined by Paul Ma, VP and Lead Portfolio Strategist, as he discusses his market thesis including where we are in the business cycle, and the growth stories in Europe, the US, and China. Paul says the Fed is looking a lot more relaxed and that we are reaching the peak, more of less, of the inflation story. He adds the market looks happy and bullish right now, so being diversified in your opportunities should be top of mind. Paul says Japan and India are the countries he’s keeping an eye on. Bringing manufacturing supply chains to India and Mexico could help our supply issues. He adds Japan is benefiting from some inflation. Paul also argues that the new emerging market is in North America in middle America, Canada, and Mexico. We use to house manufacturers in China, now those manufacturers are being set up closer to home.
Recorded November 16, 2023.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the program Fidelity Director of Global Macro Jurrien Timmer presents his weekly discussion on macro themes moving the markets and what trends and topics he has on his radar. This week Jurrien touches on a possible soft landing, what the most recent CPI and PCE reports indicate, and what’s on the horizon for the rest of 2023. Jurrien says if inflation does revert back to 2 to 3%, the Fed should be able to revert as well. That is from restrictive back to neutral. He adds, November has been a big relief for stock and bonds, as they have rallied as of late. And with the economy softening at the margins, Jurrien says the market could be justified at this point in saying the Fed could give back some of the rate hikes it has put out, even if we do go into a recession next year. Jurrien points out if we do get a soft landing next year, left-behind stocks, that are vulnerable to rising rates, could catch up quickly if rates start to fall.
Recorded on December 4, 2023.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
On the podcast today is director of ETFs Andrei Bruno. As the fourth quarter of the year wraps up, Andrei shares his perspectives on the current market environment and what outcomes and challenges he sees playing out for the rest of the year and into 2024. Andrei says market reactions suggest an anticipation of rate cuts early in the New Year and those probabilities of rate cuts are priced in for both U.S. and Canada. The Fed has indicated a cautious stance emphasizing a potential deviation from a smooth economic path. The Bank of Canada is perceived to have completed its rate hiking cycle, but recent GDP performance in Canada indicates flatness, raising the possibility of entering a technical recession if the trend persists. Andrei points out diversification remains paramount in uncertain economic times. He adds discussions about portfolio risk and strategic allocations need to occur and that longer-duration securities are potentially more attractive in an evolving interest rate environment.
Recorded on November 14, 2023.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Joining us today is Denise Chisholm, Director of Quantitative Market Strategy. She tells us what factors and market sectors she’s keeping an eye on and where she’s seeing opportunities. Denise talks about the volatility of the bond market pointing out that they have a volatility premium as the equity market. Denise says this creates a bear care for treasuries or higher yields. When you look at the speculators, the large speculators, you see net positioning is the most short its ever been historically going back to the 90’s. She says this is a great contrarian indicator. The more visible the bear thesis is the more likely it’s already priced into the market and the more likely it is there’s actually a total return opportunity in bonds as well as in equity. Denise also highlights opportunities in industrials, consumer discretionary, technology and financials. Bottom sectors would be utilities, and consumer staples.
Recorded on November 10, 2023.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today we’re joined by portfolio managers Connor Gordon and Chris Maludzinski, as they discuss the kinds of opportunities that they are unearthing in small cap companies across the globe. They co-manage the top rated Fidelity Global Small-caps Opportunities Institutional Trust. Connor explains their investment strategy, which includes ‘quality plus change equals mispricing.’ They search for situations where there is change and dislocation which creates uncertainty. Through that uncertainty with Fidelity's research advantage, they try to find situations where they can form a differentiated view of the future. Connor adds that they are looking for companies that have great free cash flow dynamics, high return on capital that allows them to grow at higher rates over time. Chris adds in the small-cap space, it really is prone to mispricing and dislocation. They look for exceptional management teams, companies that have really high return on invested capital, and more importantly large growth runways in front of them.
Recorded on November 9, 2023.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Fidelity Director of Global Macro Jurrien Timmer checks in with his weekly discussion on macro themes moving the markets and what trends and topics he has on his radar. As 2023 winds down, Jurrien highlights scenarios investors might face in the New Year and what types of questions are on their minds. He takes a look at different scenarios throughout history pointing out in this particular economic cycle we’re in, the cycle has been quite unusual as we have had twenty-two months of sideways performance. The gains have been quite modest compared to every other start of a bull market. From his charts, Jurrien says the outlook is unclear. He highlights that we do not know if it will be a hard landing or a soft landing. If we get a hard landing, historically, a lot of it has been priced in and will have little effect on the market. Data suggests a soft landing, but again, it is hard to say. Jurrien also discusses the next steps of the FED, will they continue with its tightening, is it done cutting rates, and are there any assets they are trying to get rid of.
Recorded on November 27, 2023.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome Portfolio Manager Brett Dley as he discusses Fidelity’s Market Neutral Alternative Fund and why investors may consider long/short investing strategies. Some considerations include volatility protection as the fund aims to neutralize market volatility, providing stability in uncertain times for both equity and bonds. Brett adds the fund has a volatility that is a fifth of the equity market and a lower volatility than bonds. In addition, the pairing strategy of the fund implements a relative value investing strategy, taking a long position in stronger assets and short positions in weaker assets, achieving a net exposure of zero. Brett further explains that strategically taking a long position on a stock that is growing faster, has better margins and trades cheaper than the comparable stock. And whether the economy or market is good or bad, it has no bearing on the returns of the fund. As long as the long position goes up more or down less than the short-positioned stock.
Recorded November 8, 2023.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Personal finance expert and award-winning author Robin Taub joins us on the program today. As financial literacy month continues in November, Robin highlights a variety of topics including dealing with debt, adjusting spending habits and financial technology. She says our society has gone almost cashless due to fintech and AI changing our spending habits and how we view money and saving and spending. That along with economic changes of high interest rates and increased debt has changed our environment. An environment favorable for savers, and challenging for spenders. Robin highlights the five pillars of financial health: earn, save, spend, share, invest. Educating our younger and older generations about financial wellness can be beneficial. She suggests initiating conversations with older clients about adopting fintech, perhaps involving the younger generations in explaining tech solutions and adapting to fintech advancements and staying vigilant against scams.
Recorded November 9, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today we check in with Fidelity Managing Director of Research, Charlie Hebard and Portfolio Manager Michael Kim. They give an update on Fidelity Disruptors Class, and discuss where they are finding emerging market movers within the space. They note, it’s been a challenging year for investors, but innovative disruptors have emerged in the marketplace, reshaping industries, and offering new avenues for investment. Their investment strategy focuses on diversification and equal distribution across various sectors. The Disruptors Class consists of five distinct sectors, disruptive technology, communication services, disruptive finance, medicine and disruptive automation. Charlie and Michael also highlight opportunities in healthcare including their thoughts on the weight loss drug market as well as AI emphasizing the impact of AI in sectors beyond consumer-facing applications.
Recorded on November 7, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today we check in with Portfolio Manager Eileen Dibb as she unpacks what opportunities she’s seeing in the Asia-Pacific region, as business activity across China’s service sector continues to expand, but ever so slightly. Eileen highlights opportunities within ASEAN and Emerging Asia Markets noting big movements in terms of consumerism, tourism and commodities. The pace has slowed down in the last couple of years, but consumer spending has gone up gradually especially in Singapore. Eileen says the AsiaStar Fund is a flexible investment vehicle. She invests in Australia, New Zealand, and India among other Asian countries. And invests in opportunities happening regionally and globally. In terms of themes she’s focusing on AI, labour productivity, and re-shoring in semiconductors in Asia.
Recorded November 3, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today on the program, we have a special panel discussion on Canada’s recently released Fall Economic Statement. Fidelity Portfolio Manager David Wolf and political strategists David Herle and Kory Teneycke break down the recent federal fiscal update and the implications it may have for investors. The panelists speak to host Pamela Ritchie about the report’s main highlights, which include new measures to tackle the housing crisis as well as the overall financial health of the country.
Recorded on November 22, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today we check in with Fidelity Director of Global Macro Jurrien Timmer for his weekly discussion on macro themes moving the markets and what trends and topics he has on his radar. This week, Jurrien touches on bullish signals and implications on the market, the impact of liquidity on inflation and rate cut expectations. Jurrien says three weeks ago, markets were retracing the gains they made and then on a dime, things changed. He points out the catalyst of these changes can be really technical – meaning things not seen by most people. Jurrien says what we experienced has been a long correcting period. The odds are now on the side of the market resuming whatever the prevailing trend is, which is higher for the stock market. Jurrien says soft payroll numbers along with a good CPI report has given the overall sense that the Fed is done with rate hikes. He adds the fact that liquidity is improving at the time when the Fed is tightening helps explain why the internal dynamic of the market is starting to improve.
Recorded on November 20, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Today we welcome portfolio manager David Way. David manages Fidelity’s Long/Short Alternative Fund, which is celebrating its three-year anniversary since its launch in October 2020. The fund seeks to capture alternative sources of alpha and expand the portfolio beyond traditional mutual fund solutions. David discusses current market trends and explains how liquid alternatives may fit into a client’s portfolio. He explains how the fund’s positioning has changed since the beginning of the interest rate hiking schedule and where geographically he is investing. David says the long/short alternative fund can be thought of as a market neutral fund where there are alternative sources of alpha. He adds the fund is an equity product that will help reduce the overall volatility of an equity allocation. David says he is optimistic about the future because he invests into change. He also shares his thoughts on valuations of companies, AI, and his thoughts on the continuing high inflationary environment.
Recorded on November 2, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome special guest, Tyler Fleming, Director of the Investor Office at the Ontario Securities Commission. As Financial Literacy month continues, Tyler shares the mandate of the OSC and how it sets out to educate investors and financial advisors. The OSC protects investors from improper and fraudulent practices, fosters capital formation, and contributes to the stability of Ontario’s financial system and the reduction of systemic risk amongst many other actions. Fleming and host Pamela Ritchie cover many topics including how consumers can protect themselves from cyber and fraudulent activities, the OSC’s focus on research in behavioral science plus highlights from some of its recent initiatives.One of which is their re-launch of its website get-smarter-about-money-dot-ca, which offers free, unbiased financial tools, resources, videos and more.
Recorded on November 1, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome Institutional portfolio manager Ilan Kolet to the program. Ilan is part of the Global Asset Allocation team, which manages approximately $77. 2 billion in multi-asset class funds for Canadian investors. Ilan gives an overview of the global markets, why we might appear to be in a recession, and how the GAA is positioning themselves in this current market environment. Bloomberg recently described Canada as “appearing to be in a recession.” Ilan points out that might in fact be true, as the flow of data in Canada has stalled. Our GDP flat-lined post recovery and we may in fact look back at this as a recession after some data revision. He adds it’s not going to get easier with elevated debt loans and lots of tightening from the Bank of Canada. Even with the Canadian dollar taking a dive, our economy appears to be resilient, which Ilan says is more akin to sustainability. Nevertheless, even with elevated rates of debt and high interest rates, growth in Canada hasn’t slowed down and our unemployment rates have been relatively unaffected. The GAA team does expect and is positioned for a further weakening of the Canadian dollar. He adds they are underweight Canadian equities and the dollar and overweight inflation protected assets, meaning commodity producers and inflation protected debt. Overall, Ilan says they are very close to their strategic allocation.
Recorded on October 31, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we check in with Fidelity Director of Global Macro Jurrien Timmer as he discusses the latest developments from the Federal Reserve’s policy meeting, how alternatives may fit in your portfolio, and if we are in fact in a bear market bounce. The Federal Reserve left rates unchanged at the end of its policy meeting last week. The Fed acknowledged that there are various lag effects, and that inflation is coming down signaling a pause and the need to become more data dependent. Jurrien says the narrative has moved on from this to the term premiums in the bond markets and how far the bond yields must go, and what is the interplay between monetary and fiscal policy? He adds rising rates and rising term premium has brought down the PE for the stock market, and so as rates start coming down, this has created a big sigh of relief in the equity markets. urrien says bond yields are currently at 4.64% and that could be split into two parts, the risk neutral rate and the risk premium. The term premium has dramatically flipped since 2020. It was -1.45% three years ago and reached as low as -9%. A few months ago, it was as high as 0.5%. Jurrien also comments on the Magnificent Seven, alternatives in your portfolio and the transition away from the Great Moderation regime.
Recorded on November 6, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome ETF Strategist Étienne Joncas Bouchard as he breaks down the latest ETF trends, including investing trends for the remainder of the year. Étienne gives an overview of the growth of ETFs in Canada. Last year, there was $35 billion in net new assets. As of September of this year, we are at $30 billion for the industry, which is dominated by the fixed incomes, mostly cash alternatives such as HISA ETFs and MM. He notes there has been significant growth in the active side of ETF industry over the past couple of years. Étienne points to a survey done by a discount broker in the US reports that 89% of millennials own ETFs and it’s their vehicle of choice. And more than 60% of baby boomers would use ETFs as their vehicle of choice. Taking a look at US equities, Étienne says in terms of performance it has been pretty good when you look at the benchmark. He says we’ve seen double digit returns so far this year on the S&P500, but a big concern is the lack of breadth. There are fears that this index is too concentrated and is really pulled up by the magnificent seven stocks. Those stocks represent 95.6% of the YTD total return of the index as of October 20th. Étienne also touches on the volatility of the bond markets, factor investing, and all-in-one- ETFs.
Recorded on October 27, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome renowned economist Don Drummond who discusses the Bank of Canada’s latest interest rate decision as well as the overall health of Canada’s economy. Don has held several senior roles at the Federal Department of Finance, including Associate Deputy Minister, where he was responsible for economic analysis, and fiscal and tax policies. Don and host Pamela Ritchie discuss the Bank of Canada’s decision to hold the key interest rate at 5%. Don says the key thing now is how the BoC revises inflation. He’s concerned with the zero-level output gap we’re coming to where excess demand was slightly greater than supply, but how is nearing a zero gap. He believes we need to create slack in our economy. Right now, the economy is sitting right on its supply capacity so there is currently no slack to rely on. The housing market can help with this, but right now the market is showing resilience. Still lots of demand for houses and still alot of people coming into Canada looking for homes.
Recorded on October 26, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the show we welcome institutional portfolio manager Mike Hickey. Mike and host Pamela Ritchie discuss a range of topics including investing in Japan, the demand for AI and the state of the consumer. Mike says inflation is coming down and notes that the sweet spot for equities is around 3% inflation. Revenues are nominal and he says a little bit of inflation is good for corporate America. He adds that they are focused on growth, and tend to be biased to sectors in tech, consumer space , and healthcare. These areas, he says, have characteristics of high growth and are global businesses. They are very scalable and are capital light and not so affected by interest rates because of a massive balance sheet. Mike who has worked alongside long-time investor Will Danoff for many years says in terms of value versus growth, they are always biased to growth. They are willing to pay for good names that might look expensive. He adds we are still in the early days of corporate America embracing AI, but if you’re worried about a company being too expensive to invest in, you may miss out on some big moves.
Recorded on October 25, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
In this episode of the Fidelity ETF Exchange, host Étienne Joncas Bouchard welcomes Andrei Bruno back to the show. Andrei is director of ETFs at Fidelity Canada and he sits down with Étienne and reflects on the notable ETF industry trends of the past quarter. They highlight how flows in the Canadian ETF industry continued their strong momentum in Q3, bringing the year-to-date total to $30.1 billion as of the end of September. Some other notable headlines include weakening demand for U.S. equity ETFs in favour of international equities, continued appetite for cash alternatives ETFs, as well as a rebound in the ESG category.
Recorded on October 20, 2023
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the show we welcome Michael Brooks - CEO of REALPAC, and Tim Hudak - CEO of the Ontario Real Estate Association. Together, they discuss the present state of Canada’s housing market, highlight future trends, as well as affordable housing solutions. Brooks and Hudak explain to host Pamela Ritchie the path that led to our country’s current housing situation, shedding light on influential factors such as the rate of home construction and the influx of immigrants. To add to that rising interest rates have halted housing development, and immigration numbers continue to rise in Canada. They also discuss necessary policies and systems that could be implemented to enhance our economy. They explain the need for an across-the-board solution. Many individuals without rental alternatives often turn to non-profit or social housing, which could potentially lead to more challenging living conditions. Many of these discussion points can be found in Hudak and Brooks’ report ‘The Multi-Sector Approach', which looks at the factors driving the national housing crunch, and their recommendations to improve the situation.
Recorded on October 19, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On today’s show, we chat with Portfolio Manager Dan Kelley as he provides an overview of founder-led companies, outlining their differences, risks, and his own predictions for their growing evolution. Dan explains that a successful founder must have a long-term focus on the firm they are growing, be able to see beyond just the market numbers, and provide a unique service or product to customers to stand out. In the last couple of years, Dan says, we have been able to see founder-led companies get a full economic cycle, which included a secular low in interest rates and lots of fluid aspects and dispersion in returns. Dan particularly has invested in many founder-led sectors within the Russell 3000, with some of the biggest drivers in these sectors being healthcare and biotech. He mainly invests in public equities that are later in their development, and many of those relationships stem from his professional or personal circles. Not all of these companies are American in his portfolio, as 10% come from Canada or Europe. Dan believes that founder-led companies need to be adaptable and keep up with their ever-changing environment in order to maintain a consistent level of growth. He also discusses the process for selling the companies, what happens when a founder moves on from the company or passes away, and the role of AI for acquiring market share.
Recorded October 17, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the program, we welcome VP of Products Andrew Clee to the show. Andrew gives listeners an overview of the markets – where we are at, why we’re in the most “discounted recession” in history and how the US and Canadian economies differ at this time. As the year slowly wraps up, Andrew reflects and says 2023 was all about inflation, interest rates and an impending recession. But interestingly, you put them all together and the Nasdaq is still up 30%, S&P 15% so risk assets are still behaving and so there is a lot of negative headlines in the market. He adds this is the most “discounted” recession in history because historically you didn’t really know that we were going into a recession, but now everyone expects it and is waiting. But the recession will be influenced by rates. If interest rates are higher for longer, Andrew says consumers will have to dial back their spending behaviors which will hurt the economy. Andrew touches on the housing situation and mortgage market in Canada and the US. In the US the mortgage is fixed and non-portable, whereas in Canada rate resets every 5 years and is portable. He adds the US consumers don’t really care except if you are looking to move or buy a new house, they only care about their lifestyle choices versus in Canada we care about when interest rates go up.
Recorded on September 25, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On today’s episode, Portfolio Manager Patrice Quirion who manages Fidelity Global Concentrated Equity Fund and Fidelity International Concentrated Equity Fund puts Global equities into focus. Patrice touches on inflation and says there is still work to be done to erase the perception of high inflation. This could mean to go higher or stay for a longer period. But Higher rates remain dependent on how the economy fares and if we see things deteriorate. And The risk-reward around cost of capital may cause defensive sectors to be more attractive with a slowing economy as well as bond proxies to be in a portfolio. As a contrarian investor, Patrice, says there might not be an outright dislocation but a more compelling risk-reward in parts of the market. He adds it would make sense to get into a defensive position where he can pull when it’s time to get into the offence. Patrice says the risk profile for equities is still higher than fixed income, but the compounding returns is more favorable, even on defensive stocks. He adds Dividend yields are still a little lower than long term bond yields; however, these companies are still going to grow long-term, but not at growth stock levels such as 10 percent.
Recorded on October 16, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the program, we welcome Portfolio Manager David Tulk back to the show. David and the Global Asset Allocation team manage many funds for Canadian Investors including $80B in assets across more than 20 funds. David comments on our current market environment, how the team is dealing with rising inflation rates, and what he sees the Bank of Canada doing for the rest of 2023. Although the Bank of Canada paused its tightening agenda from its last rate announcement, Statistics Canada’s August report on inflation showed a rise to 4% year over year. That is up from 3.3% year over year back in July. David’s initial reaction to rising inflation – he believes “we’re going the wrong way.” But that’s the type of landscape we’re dealing with, he adds. Going through the inflation stats, we can see there’s some wage growth and service level inflation, which all contributes to the underlying price pressure. Also gasoline is one of the biggest factors that pushed headline inflation higher. So are rising oil prices on a global basis good for the Canadian economy or to the central banks? He says it doesn’t change the trajectory of spending, but changes the composition and this is still a concern from the central bank’s perspective. David says the banks want the economy to slow down, but for Inflation to cool off, we need a period of economic weakness, mostly in the labor market. However, that part of the economy has yet to show any weakness at all. Companies are holding on to their labor due to the pandemic and are looking to keep labor instead of rehiring months into the future. For the GAA team, they are still leading defensively in all the funds managed. They have taken more neutral equity betas and are much closer to benchmark on equity allocation. In terms of currency, they use an underweight to the Canadian dollar to enhance the defensiveness of a portfolio. The team is hedging underweight Canadian equities and overweight to global energy.
Recorded on September 19, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Joining us on the podcast today is Denise Chisholm, Director of Quantitative Market Strategy. She tells us what factors and market sectors she’s keeping an eye on. Denise takes us through the indicators investors should be paying attention to. She highlights the importance of sentiment indications, such as those provided by the NFIB or the National Federation of Independent Association, considered the “voice of small business owners.” She notes sentiment indicators can be essential tools for understanding the state of small businesses and, by extension, the broader economy. And what sets sentiment indicators apart is their ability to offer real-time insights. Unlike government data, which typically lags. Denise also discusses the consideration between a value trade and value investing. She says where it becomes particularly relevant is in sectors like consumer staples. She says to be aware that valuation hasn't consistently delivered safety or prevented losses over time. So, relying solely on valuation may not be a reliable strategy. In terms of offensive sectors or defensive play, Denise suggests sectors like discretionary, Technology, and Industrials. These sectors exhibit historical cyclicality and varying risk-reward profiles, making them key considerations in offensive strategies.
Recorded on September 28, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the show, we welcome Equity research analyst Thomas Goldthorpe. He discusses market trends and shares his perspectives on the Canadian energy landscape. Thomas reflects on the ups and downs of the oil market since the beginning of 2023. He says the energy sector underperformed in the first half of the year, which was on the back of weaker prices. In the summer, oil prices cooled off and energy stocks underperformed. But, he adds, with a rebound in oil prices from that period plus overall inflation sentiment, we’ll see stocks perform better. Thomas comments on the Canadian and American energy markets and what they are grappling with as of late. He notes the US had robust growth year-over-year, but it is set to decline plus inventory issues are popping up creating some issues. Thomas says the Canadian oil market side is fairing very well, with a healthy growth outlook and marginal acceleration with stronger prices. Thomas discussed how OPEC and the Saudi government are taking proactive steps instead of reactive ones in terms of oil cuts. For OPEC, cutting earlier in the cycle when projected weakness is coming instead of after weakness happens has been a significant move. The Saudi government is trying to be more commercial and try to reach the highest oil prices possible for its kingdom. Thomas notes we will see rolling demand for oil, yet OPEC cuts are at recessionary levels to help balance the market.
Recorded on September 21, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we welcome Imran Ahmad, a cybersecurity expert, lawyer and University of Toronto professor. Imran shares the latest developments in artificial intelligence and the cybersecurity space. According to recent reports by Bloomberg Intelligence, generative AI is poised to become a $1.3 trillion market by 2032. Imran says there’s alot of noise in the AI market especially since the launch of ChatGPT in November of 2022. Since then, companies have increased their investments in AI because their competitive future depends on it. But Imran notes the real value of AI is on the proprietary technology that is going to use data sets unique to clients. Without the right data set, you may not get a good outcome. He adds the three main types of investment in AI are: generative AI which is consumer-friendly, transformative AI which is a little more difficult to use and thirdly, joint investments which translates into collaborating to create a better tool. Imran says the best practices to keep data safe is creating less extensive accounts, being mindful of what you share with others, keeping your digital footprint short and doing your due diligence when buying AI products.
Recorded on September 22, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the program, we welcome back portfolio manager Jeff Moore as he discusses the state of fixed income for the rest of 2023. Inflation is rising, and so is consumer spending. The latest CPI, PPI, and retail data out of the US all rose, largely from a big jump in energy prices. The recent figures indicate that consumers will continue to hold up well despite rising prices and increasing levels of credit card debt. What might this mean for the Fed, and for you? Jeff and host Pamela Ritchie delve into the Fed's strategy, the health of corporations, and the high yield market. Jeff reinforces the bond market's view that inflation is under control. He also expresses optimism about treasuries, citing positive real rates. He discusses the importance of flexibility in fixed income allocation and highlights the defensive nature of a successful fixed income portfolio during these times. Jeff also touches on factors like energy, fiscal policies, and global demographics. He sees North America as a more favorable investment space and provides insights into his duration strategy, talking us through potential scenarios and market reactions.
Recorded on September 14, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we dive into a discussion of the Canadian equity markets and get an update on Fidelity’s True North® Fund with portfolio manager Max Lemieux. Fidelity True North® Fund, is a Canadian equity fund that seeks to invest in companies that are expected to grow over the long term and that are trading at reasonable valuations. Despite a volatile week for the TSX composite, Max emphasizes that the Canadian market is an interesting play right now and it’s more than just banks per se that are appealing. He says there are energy companies that look interesting and there is diversity from food to technology. Max reiterates that he buys stocks gradually based on his conviction or milestones that the company reaches. He notes not all companies will hit their bottom at the same time. He says some industrial companies last October and November were very close to their bottoms. Then they had an upside of 50 to 100 percent. He notes it should pay off to be patient in the long-run. He adds Canada has many corporations that are well run with quality names and good balance sheets. He also notes the True North® Fund seeks to take advantage of changes in the economy and that he is very careful about valuation. Max also discusses recession probabilities, and housing in Canada and the US, among other topics.
Recorded on September 20, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Transcript available: https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-lemieux-sept20.pdf
On the program today is Fidelity’s Vice President of Tax Research Peter Bowen and host Kelly Roberts, Vice President of National Accounts for a deep dive into how the Alternative Minimum Tax works and the changes you can expect. Earlier this year, the Federal 2023 budget announced significant changes to the Alternative Minimum Tax system. The changes apply to certain areas like inclusion rate on capital gains, and stock options. So how will this affect investors? And what should advisors keep in mind when informing their clients of these changes? Peter says changes to the Alternative Minimum Tax or AMT doesn’t come into effect until next year. Some key highlights - the tax rate on newly calculated tax base (for AMT) is going up from 15% to 20.5%. This is federal rate, provincial rates are layered on top. Peter says the good news is the exemption is increasing from $40 000 to $173 000 – this is the deductible amount before calculating tax burden based on increased rate. He adds 80% of capital gains is included in calculation, next year will be 100%. In terms of advisor planning for the changes to the AMT, Peter says is less of providing tax advice but helping clients be aware of changes and suggesting the right strategies. Changes don’t come into effect until next year, so if your client is looking to sell something with significant capital gains, could be done before year end. And they are planning on using capital loss this year, maybe delay that as in future years will only be able to use 50% of that.
Recorded on September 14, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the program, we welcome back director of ETFs Andrei Bruno. Andrei gives us an overview of the capital market playbook for the rest of 2023. Some key highlights he points out is If the Fed continues to raise rates while the Bank of Canada is still on hold and we continue to see a widening in interest rate differentials, U.S. is our number one trading partner so we may import more inflation from that FX mechanism. Andrei’s financial background is in capital markets and the FX desk. He says he’s focused on cracks in credit market. He notes we will see those before equity markets moves. So far we haven’t seen any this yea. Andrei says the majority of maturities are in 2025 and distressed debt levels and default rates are within historical averages. He states fixed income flows are still the main story for ETFs. And he adds duration is a strong recommendation for soft or hard landing scenario with decent yield and lower reinvestment risk. Andrei remains cautious. He suggests analyzing whole portfolio for tilts to a particular risk, asset class or investment style. Quality is recommended for a recessionary environment. Earnings will have to grow into valuations for tech to continue to rally.
Recorded on September 11, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we welcome Fidelity Portfolio Manager Sri Tella who provides us with his outlook on Canada's bond markets and the indicators to watch for as we head into the fourth quarter of 2023. Following two consecutive rate hikes, the bank of Canada has kept its key interest rate steady at 5%. How are higher interest rates affecting today's fixed income landscape? And which factors are delaying the impact of rate hikes. Sri notes that while inflation remains a concern, signs of economic slowing are emerging, giving the bank of Canada room to observe and evaluate data before making further decisions. Sri and host Pamela Ritchie also discuss the resilience of the Canadian economy, the complexities of the fixed income landscape amid higher interest rates, and the factors delaying the full impact of rate hikes. Sri suggests that the economy's robust performance is partially due to fiscal spending, built-up savings, and pent-up demand. The interview also covers the potential effects of rate hikes on mortgages, consumer spending, and the broader economy. He emphasizes the importance of being cautious in the current market environment, as investors might become complacent amid the ongoing positive economic trends.
Recorded on September 7, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we welcome back Fidelity Director of Quantitative Market Strategy Denise Chisholm. Denise discusses the correlation between oil prices and equity markets, rising rates and what it means for the US and the Canadian economies, and what top sectors she has in mind. Denise explains what would cause a shock in oil prices in consumers. She says when she thinks of shock its historically has historically needed to be that big and quick to take the consumer down. She points out in 2008 the consumer didn’t collapse on itself until the shock came from the Fed and oil prices. And she adds in this cycle and in most cycles it takes a long time for interest rates to provide a shock to debt service. Plus in the US mortgage debt is locked in at 3 per cent whereas in Canada that mortgage debt is mainly at variable rate. Denise also touches on rising rates and the impact on the economy. She says it’s not important that the rates are rising, it’s the why behind higher rates and higher oil prices. Rising rates are a bad thing when you also have falling growth in the economy but GDP remains steady with an acceleration in real growth GDP. She adds growth in GDP is more important than interest rates as it relates to the equity markets. The question becomes, “How fast can your economy grow without a problem?” In some ways the US has been able to grow a little bit faster without a problem relative to Europe.
Recorded on September 15, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On today’s show we welcome back income investing portfolio manager Mark Schmehl. Mark manages several funds, including Fidelity Canadian Growth Company Fund, Fidelity Global Innovators Class, and Fidelity Special Situations Fund. During these uncertain times in the market, Mark is focused on investing in the tails - cheap, boring tech stocks that pivot to AI companies and achieve significant earnings, or clear winners. He says the economy is clearly slowing down, but this is the most widely expected recession, which has not occurred so far. But his funds aren’t focused on the macro environment, he says. It’s a distraction from what’s really important. He adds, interest rates are not typically a factor in his investment decisions, but he is still mindful of it. Mark’s Global Innovators fund is a play on AI exposure. He says the early part of this cycle is going to be driven by investment; similar to when the internet came out. We know AI build will happen, but we don’t know who will be the one to build it. He adds an early part of the AI wave is deploying hardware to make it work. In the future, software is the clear beneficiary. Mark believes Companies will invest in AI at massive scale for the next 10 plus years.
Recorded on September 12, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the program, we welcome back Fidelity’s Investment Director Tom Stevenson as discusses the impacts of rate hikes, inflation, and housing on different economies around the world. Tom comments on the effects of rates hikes on GDP and if that could in fact lead to an inflation lead recession. He explains how this is a big puzzle firstly for central banks and it is what the Fed has been grappling with for so long. They just don’t know what the cumulative impact will be after all these rate hikes. In the UK, Tom says you are starting to see in the housing market for example, and other areas of the economy as well, a real slowing down in the economy, which could indicate that the wind is catching up with all those interest rate hikes. The danger he says is that you keep hiking, and it just becomes counterproductive, and you unnecessarily push the economy into a recession. But now, it looks like the markets have regained their poise and have bounced back really quite nicely, placing itself in this type of Goldilocks economy of “not too hot not too cold.” Tom also discusses China’s slower than expected growth, Japan’s unexpected economic climb, and how that all could affect global economies. He also touches on the UK job market and the state of consumer confidence. He says we are seeing quite a strong wage growth in the UK, which is one the key drivers of inflation. He adds that going to be make it harder to squeeze inflation out and the interest rates are going to have to stay higher as a result.
Recorded September 6, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
In this episode of the Fidelity ETF Exchange host Étienne Joncas Bouchard welcomes Audrey Kim to the show. Audrey is a Capital Markets Analyst on Fidelity Canada’s ETF team. As Fidelity Canada celebrates the 5th anniversary of its first ETF launch, Audrey explains to investors what ETF products Fidelity offers and elaborates on its many categories such as, equity factors, fixed-income, thematic, multi-asset and more. Étienne and Audrey also touch on the five common myths about ETFs and also five tips when it comes to trading ETFs.
Recorded on September 22, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On today’s show we welcome former Premier of Alberta the Honorable Jason Kenney. His current position is as senior advisor at Bennett Jones. He speaks to host Pamela Ritchie about his current position, his time as Premier of Alberta and Canada’s longest serving immigration minister, and also his thoughts on government spending and affordable housing. Jason Kenney says this is the first time since post-war history and perhaps modern history where the emerging generation is facing a diminished standard of living compared to their parents. Home equity is out of reach for 90 per cent of young Canadians. He says broadly across Canada this is a cost-of-living crisis. He explains his thoughts on attracting investment and business noting that Canada is attracting less and less foreign investment and to him this is a warning signal. He says policy is driving business away.
Recorded on September 13, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Sarah Hoffman, Vice President of AI and Machine Learning Research, joins host Pamela Ritchie today for a look at how artificial intelligence and machine learning is affecting investing today. Sarah unpacks the latest trends, concerns and issues surrounding AI and the effects it has on companies, people and the overall economy. She notes that Open AI recently released an enterprise-friendly version allowing companies to use the technology more seriously. So how does this relate to security concerns? Sarah points out that generative AI can alleviate data security concerns for companies, but despite improved security, challenges like fabrications, legal issues, and data ownership require attention before adoption. Sarah also touches upon emerging digital financial technologies and how it could change the way we invest and think about money and she also addresses AI in the workplace and how it could affect training and employees.
Recorded on August 30, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Head of Quantitative Index Solutions, Bobby Barnes joins us on the show today to unpack the latest moves in the U.S. equity markets, lower than expected initial jobless claims and rising oil prices and how he’s navigating it all through factor investing. In terms of the current economic cycle, there are mixed signals, Bobby points out. He says some think we’re at the beginning of a bull market and economic activity is going to be accelerated but Bobby is in the camp of a late cycle playbook rather than something that looks and feels like an early cycle. Turning to factor investing, Bobby looks at various drivers of risk and return, including the value of a company, the performance of its stocks, and its profitability over time. He says the way to think about factors is that they are simply a characteristic of stocks. The way to use factors in your portfolio is through structural allocation, a cyclical approach and as a way to fine tune the risk return profile of a portfolio.
Recorded on September 8, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Institutional Portfolio Manager Ilan Kolet joins us on the program and walks us through the inflation story, the resiliency of the market, and how the Canadian consumer is faring in this current market environment. Ilan is part of Fidelity’s Global Asset Allocation team. He says the team expected to see stress in the Canadian economy but that does not seem to be the case. The Canadian Household has also been more resilient than the team would have expected. He says two major things have contributed to the sustainability of the Canadian Consumer – excess savings built up during the pandemic and generational transfer of wealth. But the question remains – when will this cushion of savings run out? The GAA team predicts the middle of 2024. Ilan looks ahead to the Bank of Canada’s upcoming rate announcement and believes until the BOC sees cooled housing, spending, and employment, we can expect further rate hikes. He also gives an overview of the team’s asset allocation – adding that they continue to be underweight Canadian and US equities and overweight international and emerging markets. On the bond side, they are underweight investment grade, overweight credit and spread factors and of course, inflation protected bonds.
Recorded September 5, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Fidelity Director of Quantitative Market Strategy Denise Chisholm is back on the show today, to share her insights on the current market movers, and the sectors she's keeping an eye on. Denise discusses her views on the recent statements by Fed Chair Jerome Powell at the Jackson Hole Economic Symposium, and shares some potential implications she could see this messaging having on the markets. She highlights that the level of interest rates matters less than the reasons behind rate changes. She believes that if higher rates are driven by economic growth, this can be generally positive for the equity market. Denise also provides insights into the relationship between inflation, wages, and the labor market, highlighting the importance of real wage growth for the market's performance, and touches on the resilience of the banking sector in the face of rising interest rates, noting that consumer strength plays a crucial role in supporting banks.
Recorded on August 28, 2023
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Fidelity equity research analyst Nic Bellemare and equity research associate Connor McGrath join host Pamela Ritchie on the show today to discuss what's shaping the Canadian financial industry, the impact of the Jackson hole Symposium, and what would an extended rate cycle mean for real estate sectors. Nic and Connor unpack the implications of Powell's remarks on Canadian markets, and also take a look at the impact of the broader current economic environment on the specific sectors of Canadian real estate and financials, and the role of regulations in shaping these industries. They emphasize the importance of monitoring credit conditions, housing supply, and demand dynamics, as well as the influence of interest rates on financial and real estate markets. They both also highlight the potential for investment opportunities within the financial services sector, particularly in companies that can navigate challenging environments and capitalize on market dislocations. Among other topics, Nic and Connor also touch on the impact of remote work trends on the commercial real estate sector, sharing some of the operational challenges and the impact of rising vacancy rates on Canadian commercial real estate.
Recorded on August 25, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On today’s program we highlight the European markets with Fidelity Europe Fund Portfolio Manager Matt Siddle. Matt speaks to host Pamela Ritchie about the macroeconomic landscape, including the long-lasting impacts of the COVID-19 pandemic, stimulus measures, and inflation. Matt emphasizes the wide valuation gaps in various sectors, particularly in consumer staples, and highlights opportunities in mid-cap stocks. Speaking on his investment approach, Matt mentions that his strategy is not purely value or growth oriented, but instead seeks companies with a good mix of quality and attractive valuations. He says that he is currently excited about finding undervalued businesses in this market environment. Matt also touches on the importance of pricing power for businesses in managing costs and maintaining profitability, unpacks the factors influencing the energy sector, sharing how energy prices relate to cost inflation, and notes some attractive opportunities in banks due to rising interest rates.
Recorded on August 24, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Fidelity Institutional Portfolio Manager Beau Coash joins the show today, to speak with host Pamela Ritchie about his expectations for the Economic Policy Symposium in Jackson Hole, Wyoming. Beau emphasizes the importance of Powell's communication, sharing that Powell's statements and messaging are critical in guiding market expectations and shaping investor sentiment. He highlights the key indicators that investors are watching closely, such as owners' equivalent rent and wage trends. Among other topics, Beau touches on his view of the fixed income market, global investment opportunities in areas such as Brazil or Mexico, the need for investors to embrace market volatility, and the role of central banks in market behaviour and investor decisions. He also discusses his views on duration, and potential scenarios for the future, including the possibility of higher rates. He mentions that demographic factors may lead to a "higher for longer" interest rate environment, and discusses the possibility of investors turning to bonds given the current high yield levels.
Recorded on August 23rd, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Personal finance expert and award-winning author Robin Taub joins us on the program today. The former Chartered Professional Accountant discusses how advisors can engage with the next generation of investors and the importance of financial education. Robin says young adults are struggling to save and the effects of social media have exacerbated it. Financial education can start at home at an early age. She suggests involving your children in conversations about money and finances and most importantly track your kids’ spending habits early on. Robin offers tips on how financial advisors can tailor their communication with the next generation and spark their interest in financial education. Use social media and other platforms catered to the younger generation and speak about their needs and goals. And focus on younger clients. Don’t count out young people who are building up their wealth including millennials and the Gen Y group.
Recorded on August 22, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Despite high mortgage rates, growing demand has kept both Canadian and US real estate markets competitive through the first half of 2023. After a year of resilience, Asian markets posted losses this week after concerns over China's property sectors remain top of mind. Joining the show today to discuss the current global market landscape and share what themes he is evaluating for the remainder of the year is Steve Buller, portfolio manager of the Fidelity Global Real Estate Fund. Steve tells host Pamela Ritchie about the impact he has seen China's property sector have on the global real estate market, focusing especially on the indirect correlations through GDP growth. He explains that while there's no direct contagion, a prolonged downward trend in Chinese property could indirectly impact global GDP, and, subsequently, the demand for commercial real estate. Elaborating on commercial real estate, Steve discusses the evolving dynamics of the office space, considering factors like remote work, hybrid models, and the competition posed by co-working spaces. On a related note, he also touches on alternative real estate segments, such as data centers, which are seeing increased demand due to digitization and AI. Steve also talks us through the effect of rising interest rates on real estate segments, the role of balance sheets, and the potential value of education centers within cities. Throughout the discussion, Steve emphasizes that the fundamentals of real estate, including demand and supply dynamics, remain strong despite challenges and interest rate fluctuations.
Recorded on August 18, 2023
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the program, we are joined by Étienne Joncas-Bouchard, Fidelity ETF strategist and host of the ETF Exchange podcast. Étienne highlights recent trends in global government bonds, including rising yields and inflation concerns. He emphasizes the importance of considering factors as a way to navigate the business cycle, and explains how various factors and bonds are incorporated into Fidelity ETFs to provide a diversified solution for investors. Étienne also touches on the potential impact of inflation, consumer behaviour, and upcoming earnings reports on the markets, discusses the potential implications of Global Monetary Policy shifts, and shares his views on the relevance of sustainable investing in the current market landscape.
Recorded on August 17, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the podcast we are joined by Director of Global Macro Jurrien Timmer to discuss what's moving markets. US equities have been rallying recently, and concerns over prolonged high interest rates seem to be mellowing out as investor sentiment improves. Jurrien notes that the complex relationship between interest rates, earnings growth, and yield curve control is significantly influencing the current market dynamics. Jurrien takes a closer look at the behavior of the bond market, explaining the rise in the 10-year treasury yield due to changes in the term premium, which had been negative during the era of low interest rates. He discusses the potential impact of rising interest rates on equity valuations and the market's anticipation of a soft landing for earnings growth. Jurrien also touches on China's economic challenges and the consequences of excessive debt, potential parallels between China's current situation and historical examples, as well as the differences between policy banks and private banks in China.
Recorded on August 21, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we check back in with Investment Director Catherine Yeung who is located in Hong Kong. She discusses China’s current investment landscape and what investors should be keeping in mind for the rest of 2023. Catherine says China’s economy is on shaky ground right now, but she believes headline news is driving sentiment rather than the actual details. China’s growth has been slower than expected, but Catherine says we need to reset expectations. This recovery isn’t like previous recoveries she points out, the reason being is that policy is different this time around. Each cabinet from a government perspective has been told to focus on growth. But, it’s a different type of growth - it’s a moderate measured growth. So investors need to be patient, Catherine suggests. She also says in other countries around the world, policy response has been quite aggressive. The Chinese have taken a step back and are being very moderate. There’s no golden solution to China’s situation. Catherine says it’s really about ensuring that confidence is restored in China, both from a consumer perspective as well as a corporate perspective. Catherine also touches upon the recent real estate headlines as well as updates us on China’s growth, trade relations and the impact of regulatory and policy changes in the country.
Recorded on August 16, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Joining us on the program is one of the country’s leading securities lawyers in mergers and acquisitions, Walied Soliman. He highlights the global economy and capital markets. Canada remains one of the top destinations for global investors, so is Canada a capital flight or a capital flow jurisdiction? Walied discusses trends shaping Canada’s capital markets and where investors can potentially find opportunities. Looking at the current state of M&A activities, Walied explains that while there might be a noticeable ebb in formally announced mergers and acquisitions, this doesn’t necessarily imply reduced engagement. The most adept managers and boards, he says, continue to actively explore strategic possibilities. He also touches on potential opportunities beyond India and emerging economies that should be considered.
Recorded on August 15, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Director of Quantitative Research Denise Chisholm is back on the program. She discusses second quarter earnings results, and whether tech still sits in a leadership position within the market. Denise explains to host Pamela Ritchie that while investors were surprised by market resilience, historic data indicates that heightened inflation increases the likelihood of fewer earnings contractions. She says that on a go-foreword basis, markets are seeing a shift from above-average to modest returns but remain above negative territory. Denise says that although tech has delivered historic outperformance, from a ranking’s perspective, she prefers consumer discretionary over technology. Along with consumer discretionary, Denise adds there is also opportunity in the small cap space with industrials. She also touches on the bond market and what she thinks of the yield curve inversion.
Recorded on August 14, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Back on the program today is Fidelity VP and Lead Portfolio Strategist Paul Ma to discuss where we are in the business cycle, how to approach your portfolio construction in today’s market environment, and how the remainder of the summer might shape up for equity markets. Paul suggests we need to see core inflation come down a little more even though headline CPI is down a lot already about 3% at the moment. In terms of the business cycle, we’re still in the late cycle in the US. Down the line, high interest rates will cause a slowing down of the economy. Paul says it’s not a question of if a recession will happen, but rather how long it would take to get there. Paul adds investing in quality names could work in this space and avoid looking at companies with a risky balance sheet . He points out less quality nature companies get swept away when interest rates are high.
Recorded August 9, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the program, we welcome President and CEO of the Business Council of Canada, Goldy Hyder. He unpacks what could be on the minds of Canadian CEOs and how they are adapting to the current economic environment. In addition, Goldy discusses the challenges of geopolitical tensions, new government measures, and emphasizes the need for collaboration between the private sector, communities, and governments to support the future of Canadian business. Goldy also speaks to the impact of global shifts on business strategies, concerns about the decline of democracy around the world affecting public policy. Overall, he says he is optimistic about the ability of Canadian business to persevere and be competitive.
Recorded August 2, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Aneta Wynimko joins us on the program today to discuss the latest consumer spending patterns, and share where she is finding opportunities around the globe. Aneta manages the Fidelity Global Consumers Industry Fund, which focuses on companies engaged in various sectors of the consumer industry, such as retail, luxury goods, cosmetics, apparel, electronics, and many more. Aneta shares that her focus is on identifying companies with powerful brands, pricing power, and the ability to adapt to changing conditions. She seeks out high-quality management teams with innovative ideas that have a proven track record of execution, leading to sustainable growth over time. Aneta touches on a variety of topics, including the impact of interest rates on consumer behavior, the interplay between brand loyalty and quality, and a concept Aneta calls "money illusion", where consumers don't realize the impact of inflation on their spending power.
Recorded on August 11, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we welcome Assistant Portfolio Manager at Fidelity Global Finanical Services Fund, Lee Sotos, as dives into the financial sector and gives an overview of the effect of regulations on banks. He says the regulations involve increasing capital by 20 per cent in risk-weighted assets to slow lending. Banks are adapting to higher regulation but are not completely closed off to lending. They are exploring other forms of income and deposits and not just focusing on loans. Regional banks are trying to keep up and compete with larger banks. They face extra macro-prudential regulation if they have over 100B in assets. They participate in more stress tests and follow more liquidity rules. He adds that there are opportunities in the banking sector, especially for banks with stable deposit bases and better capital situations. And big banks offer diversification in deposits, loan books, and revenues. Lee also points out that despite the potential risks of higher rates or credit losses, banks are already reserving for credit issues, positioning themselves well for any downturn.
Recorded July 28, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Director of Quantitative Research Denise Chisholm joins us once again on the program to discuss credit rating agency's Fitch’s downgrade of the US government credit rating, and how it plays into the ongoing inflation story. Denise says that valuation spreads remain wide in the equity market and are resting at the exact same levels as they were during the trough of correction after the 2011 debt downgrade, a historical pattern that points to the ability of markets to shrug off current uncertainty. Denise also explains to host Pamela Ritchie that in some ways the debt story is related to the inflation story, with the debt to GDP ratio markedly higher on the government side than on the consumer side.
Recorded on August 3, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the program we welcome back Fidelity International Investment Director Tom Stevenson to the show as he discusses the state of the global equity markets, what are the latest developments in Europe and around the globe, and where he is seeing opportunities. Tom speaks about the inflation and points out that inflation is coming down in Canada and in Europe it’s becoming moderate, but adds we’re not out of the woods yet. Over the next few months, it might go up again 4 to 5 per cent. He adds UK interest moved up a bit. The next question is how long will interest rates stay at peak then come down again as we move towards a recession. Tom also speaks about earnings. He says we’re halfway through the earnings season and so far, so good. The expectation is that we get a decent double-digit bounce back, which constitutes a soft landing. Tom also touches on the slower than expected growth in China and what stocks look attractive right now including consumer stocks in Europe.
Recorded on August 8, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the program are Equity Research Analysts Evan Zehnal and Vishal Chopra. They discuss how technology and A-I are moving the markets right now and what that could mean for Canada and the U.S. Vishal, whose coverage includes Canadian technology and healthcare, explains that IT services have experienced elevated flows with regards to earnings. Evan, who covers U.S. software, cybersecurity and internet, says that this year’s market story has largely been one of consumer resilience, but that companies are still trimming their budgets to get leaner in anticipation of a recession. Vishal and Evan speak to host Bryan Borzykowski and explain that with rising interest rates companies are looking to grow at a slower and more sustainable rate and are paying attention to things like near term cash flows as opposed to growth duration.
Recorded on August 1, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the program, Director of ETFs Andrei Bruno shares his insights on the capital market playbook for the second half of 2023. Andrei speaks about the inflation story and how it may change and he also points out the different indicators he’s looking at that may potentially move the markets. He says inflation is heading in the right direction. With Canadian consumers much more sensitive to interest rate hikes than their US counterparts. He believes the Bank of Canada is more hawkish and says we won’t see the interest rate going down anytime soon, maybe sometime in 2024. In terms of market factors, he’s keeping an eye on import-export data, employment numbers, and GDP. The main goal is to get that number to 2 per cent or below but banks do not want to push the economy into a hard landing scenario. Andrei also discusses the inverted yield curve, the state of the equity market and if people are taking on more risk at this point in time.
Recorded on July 31, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the program, we’re joined by fixed income portfolio manager Jeff Moore. Jeff provides his insights on the fixed income markets for the short and long term, what’s moving the market, and where he sees inflation going at this point in time. So is inflation under control right now? Jeff says inflation is falling, but we’re not getting back to two percent anytime soon. At this stage, the market is saying the Fed is behind pace, but is making progress. Jeff adds an analogy saying if we get to a blue or black ski run, that means something in the economy has broken - but right now, we’re on the green run. But what if something does break, and a recession happens, why do you want to be in bonds? Jeff suggests you’d love to be in bonds right now because of yields. We’re seeing the power of yield and compounding come to the forefront. Jeff also touches upon China’s slow growth and opening and the European central banks latest moves.
Recorded on July 27, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Joining us on the podcast today is economist and author Linda Nazareth. She discusses the shifting tides of Canada’s economy, and how factors such as technological advancements and climate change are altering the future of work. She says AI is causing huge changes and it’s time as individuals and a society to start changing with technology. She adds organizations need to be constantly on top and looking for what they need - this means hiring people, retraining them, and figuring out how to make employees stay long-term. Linda explains to host Pamela Ritchie that there are two primary ways to boost productivity- either have people work longer hours or invest more in advanced technology. She adds companies must change the climate of work and avoid a toxic work environment to get the best performance out of employees. Linda says investing in machines that boost productivity are essential, in addition to re-educating workers as they get older.
Recorded on July 26, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the podcast we are joined by Director of Global Macro Jurrien Timmer to discuss what it will take for markets to enter a recessionary environment and what he thinks about recent earnings. And with earnings season well underway, many companies are reporting better than expected numbers. But despite these results, Jurrien says he doesn’t expect the Fed will give markets an easy out, with a recession expected to occur 3 to 9 months after the yield curve’s most inverted point. Jurrien explains to host Pamela Ritchie that declines in earnings have largely been the result of shrinking profit margins following inflation. He says that top 10 S&P mega-caps continue to move the market, but that 87% of stocks in the S&P 500 remain above the 50-day moving average, a big difference from the last several months.
Recorded on July 24, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On this episode of the Fidelity ETF Exchange, host Étienne Joncas Bouchard welcomes returning guest Andrei Bruno to the show. Andrei breaks down all the notable ETF industry trends of the past quarter. Flows in the Canadian ETF industry for the second quarter came in at 8 point 9 billion, bringing the YTD total to 19 point 6 billion as of end of June. Fixed-income dominated equity flows, with $5.7B versus $1.5B. Some of the other notable headlines include weakening demand for U.S. equity ETFs and continued appetite for cash alternative ETFs.
Recorded on July 18, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the program, we’re joined by Fidelity Director of Quantitative Market Strategy Denise Chisholm. Denise takes us through the indicators investors should be paying attention to right now, including real wage growth, a potential turnaround in the housing market, and the importance of understanding the Fed's actions in relation to potential problems or risks arising in the banking sector. Denise also touches upon the substantial positive change real wage growth has experienced recently, which may indicate a more sustainable market cycle, and even a reduced recession risk. She is also seeing signs of improvement in the housing market, with housing starts and sales improving, suggesting an uptick in real GDP growth. Denise speaks about inflation, highlighting that while it remains a concern, the rate of deceleration is an important indicator to watch out for. Overall, Denise believes the market has potential for further cyclical outperformance and is cautiously optimistic about its trajectory.
Recorded on July 20, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Joining us on the program today is director of research and portfolio manager Joe Overdevest. Joe touches on the energy sector and financials and explains what he believes is moving the markets right now. He points out that Canada is looking pretty good right now adding that it had a great start to the year and economic data coming in is very promising. Joe also touches upon earnings, which have been slow in recent quarters, but are showing improvement. He adds the market is currently valued at around 20 times earnings and the S&P is at 18 times. He also discusses China's slow economic growth, how it's affecting business owners and could potentially affect global supply chains.
Recorded on July 18, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On this episode of the Fidelity ETF Exchange, host Étienne Joncas Bouchard welcomes Rory Poole to the show. Rory is director of Alternatives at Fidelity Investments Canada. He gives a review of what alternative investments are and how to incorporate them into a portfolio. Other topics in the show include various types of strategies, their availability through different vehicles as well as future trends to keep an eye on.
Recorded on July 14, 2023
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Joining us today on the podcast is Portfolio Manager Sri Tella, who manages several portfolios including Fidelity Corporate Bond fund and Fidelity Tactical Fixed Income Fund. He discusses the Bank of Canada’s decision to raise rates, the effect on Canadian mortgages, and where he sees opportunity within fixed income markets. Sri explains to host Pamela Ritchie that while the increase was a bit of a surprise, the rationale behind it is consistent with historical trends. Despite recent rate increases, Sri says that the economy still looks strong due to various structural factors causing a delay in their impact. The high leverage and mortgage debt of the Canadian consumer is a concern, but he says that the nature of rollovers and refinancing mean it will take several years before the impacts of rate increases are fully felt.
Recorded on July 14, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On today’s program, Fidelity Director of Global Macro Jurrien Timmer discusses what a strong earnings season could mean for bull market optimists and touches on next week's Fed announcement. Jurrien explains to host Pamela Ritchie that last week’s Consumer Price Index report was very bullish, with CPI rising in the U.S. at a rate of only 3%. If the markets declare victory too soon, he says, financial conditions will loosen, and investors may see a continuation of the Fed’s hawkish rhetoric. Since the market is pricing in an eventual pivot back to a three and a half percent neutral rate, he says that the Fed will remain restrictive longer than expected. So are we currently in a bull market? Jurrien says it’s never really known in real time, by the time we know it's too late to do anything. Historically, when a bear market rally retraces more than roughly half of the preceding decline, it is a new bull market with very few rare exceptions. He adds if there was a time that something could be different it’s in this post-pandemic time.
Recorded on July 17, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On the podcast today, Director of ETFs Andrei Bruno gives an overview of the ETF landscape as we pass the mid-year point of 2023. Andrei discusses his outlook on interest rates, money market yield rates, and how investors could navigate the ETF landscape. He says paying attention to the housing market could provide investors with insight into whether the market is at or nearing a bottom, allowing for increased flexibility in investment allocation according to changing market cycles.
Recorded on July 7, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
For today’s podcast, we’re excited to bring you an episode of our new “Behind the Numbers” series. In “Behind the Numbers”, Chris Pepper, VP, Corporate Affairs, speaks with Fidelity’s portfolio managers, analysts, subject matter experts, and more, about what brought them into investing and what drives them every day. In this episode, Chris sits down with portfolio manager Dan Dupont. Dan is based in Montreal, but we caught up with him on a recent visit to Toronto.
Recorded May 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On the program today, former TD Bank Chief Economist Don Drummond joins us. Don unpacks the latest Bank of Canada rate decision, its impact for future federal policy decisions, and the trajectory of the Canadian dollar. Don says the prolonged period of low interest rates has created a culture of indebtedness, which can be seen in lines of credit, business loans, and mortgage holders. He explains that investors should be looking at how much higher than normal these new rates actually are. In terms of the Canadian dollar, Don says that Canada’s 20% productivity deficiency means that the dollar should be priced at a 20% discount, but explains that deviations may occur depending on commodity prices.
Recorded on July 13, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, host Étienne Joncas-Bouchard welcomes Fidelity International ETF director, Dorcas Phillips to the show. Dorcas speaks to Etienne about what major trends are moving the ETF European market, as well as how the market is structured. She also touches upon the impact of multiple exchanges in other countries as well as the continued growth in the thematic and ESG space.
Recorded on June 29, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On the show today, director of Global Macro Jurrien Timmer joins us to take an in-depth look at the earnings season. The current expectation is a 9% year-over-year contraction in Q2 earnings. Jurrien explains how the market is betting on a soft landing, and looks ahead at the prospect of an earnings recovery next year. Also discussed are the impact of real rates on the market, especially as seen in the prices of gold and bitcoin. Other topics include the relationship between inflation and the labor unrest in the US and Canada, the state of investing in Asia, particularly China, and a look at the performance of the so-called 'magnificent seven' stocks.
Recorded on July 10th, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the podcast, we put the spotlight on disruptive innovation and how the Fidelity Disruption Funds capitalize on global trends and gain exposure to an innovative way to invest with long-term trends, values and strategies. Charlie Hebard and Michael Kim, portfolio managers from the team behind Fidelity Disruptors Class, Fidelity Disruptive Automation Class, and Fidelity Long-Term Leaders Fund speak with host Bryan Borzykowski about industry trends and how these future leaders are identified. The funds focus on the long-term investment thesis of each company, not necessarily expecting them to be disruptors during the next year, but later on in each company’s life cycle.
Recorded on July 6, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the podcast, Equity Research Analysts Robert Reynolds and Claire Fleming put the spotlight on the global implications of China’s new export rules, and other themes shaping the industrial and materials sector. Robert, who covers Canadian industrials, says that things like the prices-paid measures are coming down a bit, indicating that the Fed may be taking their foot off the gas at some point this year. They also explain to host Bryan Borzykowski that the industrial economy has been slowing down for the past eight or nine months, with freight companies experiencing recession-like conditions without an overall recession. Claire, who covers materials, says her research strategy is centered around finding companies that are well positioned on the cost curve, have stellar management teams, and deliver great assets that are difficult to replicate.
Recorded on July 5, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On the podcast today, Director of Global Macro, Jurrien Timmer, joins us to discuss some of the macro themes he’s watching out for, and where investors might find opportunities in today’s market environment. Jurrien says that the lengthy period of low interest rates we’ve lived through has decreased the cost of capital, resulting in an increase of the present value of future cash flows and creating a mini bubble across asset classes. He explains to host Pamela Ritchie that investors can throw market playbooks out the window with the release of second quarter earnings next week, which are on track to decline by about 3%. On the earnings side Jurrien says the market is seeing a soft landing, but it’s difficult to know the degree to which liquidity will impact that outcome.
Recorded on July 5,2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Joining the show today to discuss how he’s navigating this year’s market environment within the context of a liquid alternative strategy is Brett Dley, Portfolio Manager. Brett joined Fidelity in 2008 as a research analyst, and initially covered a variety of sectors and managed the sector’s respective component of Fidelity Canadian Disciplined Equity Fund. In 2019, regulatory changes created an opportunity for Brett to use his unique skillsets to lead a new liquid alternative strategy, Fidelity Market Neutral Alternative Fund. Today, Brett joins host Rory Poole, Director, Alternatives, to share the thesis behind his fund, and comment on how he’s seeking to find the winners and capitalize on the potential losers. Brett also explains how a long/short strategy may be successful in periods of volatility, and where he is seeing opportunities in the second half of 2023.
Recorded on June 22, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Joining us today is Portfolio Manager David Tulk, to discuss the resilience of the current market, whether it will last, and any implications for asset allocation going forward. David explains to host Pamela Ritchie that central banks are continuing to figure out how tight monetary policy needs to be to get inflation back down to a level they’re comfortable with. He points out that economies have proven more resilient than what central banks would have thought, and emphasizes that we aren’t out of the woods yet in terms of interest rate hikes. As interest rates have gone up, David also says he is surprised we haven’t seen more weakness in the housing market and predicts that mortgage pressure will be very acute over the next couple of years.
Recorded on July 4, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Joining the podcast today is Director of Emerging Technologies John Bradley to discuss the evolution of AI, and how it might be used to enhance various economic sectors. John explains that emerging technologies represent a competitive advantage for businesses and says that AI has been particularly helpful in places like the logistics industry, where it has the capability to forecast supply chains and recommend optimized routes. Turning to the uncertainty felt by many about emerging digital tools like ChatGPT, John says that it pays to be cautious when adopting new technology, especially given the possibility of increased regulatory oversight in the future.
Recorded June 29, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On June 13th, Fidelity Investments Canada hosted FOCUS2023 Toronto, a daylong live event for advisors, featuring insightful insights from Fidelity’s portfolio managers and experts. Today’s podcast features portfolio manager Darren Lekkerkerker’s session from the event, sitting down with host Kathryn Black, Director, Sales Enablement. Darren sheds some light on North American equities today, including his outlook for both countries, and what the optimal balance may be for someone’s portfolio. For Canadian investors, Darren manages Fidelity North American Equity Class, co-manages Fidelity Global Natural Resources Fund alongside Joe Overdevest, and is also the equities subportfolio manager on Fidelity Canadian Balanced Fund, among others. Darren also shares his thoughts on the current macro environment, and notes how uncertainty and volatility can lead to opportunities.
Recorded June 13, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On June 13, Fidelity Investments Canada hosted FOCUS2023 Toronto, a daylong live event for advisors, featuring insightful insights from Fidelity’s portfolio managers and experts. Today’s podcast focuses on the FOCUS2023 session on global small caps, with host Glen Davidson, VP Regional Sales, Ontario, sitting down with Fidelity Global Small Cap Opportunities Fund portfolio managers Connor Gordon and Chris Maludzinski. We’ll hear today how the fund is a high-conviction portfolio, made up of typically 40–80 small cap companies from anywhere in the world. Connor and Chris look for mispriced investment opportunities where the market has under-reacted to positive change or over-reacted to negative change, and they believe this is a vast but less efficient part of the market with greater potential for active return
Recorded June 13, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On June 13, Fidelity Investments Canada hosted FOCUS2023 Toronto, a daylong live event for advisors, featuring insightful insights from Fidelity’s portfolio managers and experts. Today’s podcast features portfolio manager Patrice Quirion’s session from the event, sitting down with host Glen Davidson, VP Regional Sales, Ontario. For Canadian investors, Patrice manages Fidelity Global Concentrated Equity Fund and Fidelity International Concentrated Equity Fund. Both funds are concentrated in nature, typically with under 60 holdings. Both funds are focused on quality companies that Patrice believes are reasonably priced and that have the potential to exhibit predictable and durable earnings growth. As we’ll hear today from Patrice, one main difference in the funds is International Concentrated Equity excludes North American holdings. Patrice shares his thoughts on the current market environment, reflecting on what we’ve seen these past few years, and what may be ahead for the second half of 2023.
Recorded June 13, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Portfolio manager of Fidelity Long/Short Alternative Fund, David Way, joins the podcast today. There is a lot for portfolio managers to take in right now. Between the market moves and macro questions including interest rates and world events, there are a lot of factors to analyze, figure out what matters, and invest accordingly. To Dave’s advantage, running a liquid alts strategy allows him to own stocks he is both optimistic and pessimistic about. Today we’ll hear which opportunities Dave is excited about for the second half of 2023, and how liquid alternative strategies may fit into one’s overall investment portfolio. Dave also shares his outlook for Canadian equities with host Pamela Ritchie.
Recorded on June 27, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On the podcast today, we check in with Director of Global Macro, Jurrien Timmer. Jurrien speaks about the latest market moves, how he is maneuvering through the current market cycle, and what investors should be looking out for. With the fiscal quarter coming to an end, Jurrien says that he considers earnings to be a frontline indicator of the overall economy’s health. Earnings for 2023 are expected to decline by 3%, but he explains to host Pamela Ritchie that inflation has masked certain market weaknesses. Jurrien says that while it remains difficult to determine whether we’re in a bull or bear market, the S&P and the equal weighted index have retraced around 64% and 61 to 62% respectively, suggesting a potential transition from a bear market rally to a new bull market.
Recorded on June 26, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we’re shining a light on personal finance trends for Canadians, with a special guest expert on the topic, Rob Carrick, journalist, author and podcast host. Rob is personal finance columnist at The Globe and Mail, and has spent 27 years with them. His in-demand insights can be found in his newsletter “Carrick on Money”, available twice weekly. Rob joins host Bryan Borzykowski to share the personal finance topics and trends he’s focused on right now and in the months ahead.
Recorded on June 21, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we check in with Fidelity’s director of Quantitative Market Strategy, Denise Chisholm, to discuss all things ranging from the fed pause and the risks of future rate hike shocks, to what she is seeing in today’s market makeup, and which sectors are coming out on top through this time of relative uncertainty. Denise explains that, while the pause was a consensus decision from the Fed, there is still the possibility of future rate hikes due to concerns about inflation. However, looking at the data, she is seeing a much more modest picture of inflation than the Fed’s actions might suggest, and no strong correlation between rate hikes and recessions. The focus should instead be on potential shocks to the consumer. Denise also takes a look at the actions of central banks globally, and addresses concerns about the possibility of policy mistakes, and raising rates too quickly. She highlights historical patterns and suggests that while the timing of a recession is uncertain, the most important thing for investors during this time is to focus on market lows and the ability of stocks to overcome pessimistic sentiments.
Recorded on June 20, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
This episode is focused more on content and insights the average Canadian investor would find helpful. If you’re a financial advisor, you may find last week’s episode with both Michelle and Peter Bowen more relevant, where they look at the 2023 Retirement Report with an advisor’s lens. For 18 years now, Fidelity has been surveying Canadians about their retirement plans and preparedness. Year over year a main takeaway is the value of a written retirement plan. Today we’ll unpack which highlights and trends stood out this year, relative to prior surveys, including the affects that a rising cost of living, market uncertainty, inflation, and more, have on retirement preparedness. Investor behaviour is changing, and here to help us understand more is one of the authors of the report, Michelle Munro, Director, Tax and Retirement Research, who joins host Emily Anonuevo. If you would like to receive your own copy of the report, please head to https://go.fidelity.ca/retirement
Recorded on June 21, 2023
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On today’s podcast, we’re taking a break from our regular content to welcome back Jessie Sarafian, host of Fidelity Canada’s Invested in Wellness podcast and live webcast, who will lead us in an effective exercise preparing for quality sleep. As you prepare your body for rest, take a full body scan, and release any blockages from your mind. Slow things down as Jessie guides us through a deep meditation to unwind and settle the body and mind for sleep.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On the podcast today, Director of ETFs Andrei Bruno unpacks the current ETF landscape, and discusses emerging trends that are on his radar. Andrei explains to host Bryan Borzykowski that Bank of Canada rate hikes weren’t a shock to the market, and inflation in both the U.S. and Canada remain above the 2% target. The European Central Bank, however, faces worse inflationary pressure, with inflation continuing to run higher than their 2% projection. As consumption slows, Andrei explains, the extent and outcome of economic cooling will depend on various factors including the effectiveness of central bank policies, consumer behaviour, and global economic conditions.
Recorded on June 20, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Joining us on the podcast today is Equity Research Analyst Thomas Goldthorpe, to discuss higher commodity prices, global energy market trends, and the energy transition themes he sees heading into the summer. From a commodities perspective, Thomas explains to host Pamela Ritchie that the big picture remains the Fed’s attempt to lower inflation. Lower economic activity, and by extension lower energy demand, is a potential headwind over the next few years that he says investors must be aware of. Turning to natural gas markets, Thomas says that an increase in supply over the last six months has led to a depression of natural gas prices, but that increases are expected in both 2024 and 2025.
Recorded on June 16, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the podcast, we check in with Fidelity Investment Director Tom Stevenson. He discusses increases in both employment and annual wage growth, its implications for the European Central Bank, and where investors can find opportunity in a higher interest environment. Tom speaks to host Pamela Ritchie and explains that wage growth is still very strong in the UK, despite slow GDP growth at 0.1% quarter on quarter. With UK interest rates sitting at 4.5%Tom predicts that the Bank of England will raise rates by another quarter point. Tom discusses AI and says that while AI has the potential to become a transformative technology, it could also have negative implications for job losses and other labour market disruptions. As seen in the airline industry, Tom emphasizes that technological revolutions can change the world, but not necessarily the fortunes of investors.
Recorded on June 14, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
This episode is focused on content for financial advisors. Investors, stay tuned for an upcoming episode where Michelle looks at the 2023 Retirement Report with an investor’s perspective. For 18 years now, Fidelity has been surveying Canadians about their retirement plans and preparedness. Year over year a main takeaway is the value of a written retirement plan. Today we’ll unpack which highlights and trends stood out this year, relative to prior surveys, including the affects that a rising cost of living, market uncertainty, inflation, and more, have on retirement preparedness. Host Kelly Roberts is joined by the authors of the report, Peter Bowen, VP, Tax and Retirement Research, and Michelle Munro, Director, Tax and Retirement Research. If you would like to receive your own copy of the report, please head to https://go.fidelity.ca/retirement
Recorded on June 15, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Joining the podcast today is portfolio manager Hugo Lavallée. For Canadian investors, Hugo manages Fidelity Canadian Opportunities Fund, Fidelity Greater Canada Fund, and Fidelity Climate Leadership Fund. Today, Hugo discusses the extent to which he hears recession concerns within corporations, and how much these concerns might bleed into consumer stocks. Hugo explains to host Pamela Ritchie that markets are unusual right now, because returns are highly concentrated, as is the case with the S&P 500. He says that as a contrarian investor, although his funds have over 100 holdings, he has a higher concentration with the top 10-20 stocks, so his strategy is to see what has been left behind, especially in the Greater Canada Fund. Hugo discusses how Fidelity engages in discussions with companies to encourage them to pivot business models to accommodate an economic environment with higher interest rates. He says companies need to focus on profitability and returning value to shareholders, especially considering they are competing against a risk-free rate of 5%.
Recorded on June 7, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
With the Federal reserve expected to put a pause in rate hikes this week and the markets seemingly moving along, we check in with Director of Global Macro Jurrien Timmer. He unpacks the recent market moves and helps us understand what’s happening beyond the headlines. And per usual, Jurrien will do this with his popular charts. You can follow along using @TimmerFidelity on Twitter. Jurrien shares his views on the markets commenting that the US economy has proven to be quite resilient and seems to have become less interest rate sensitive. In terms of a recession, Jurrien says it has been rescheduled for the time being. And he shares his thoughts on a bull market. He says not quite - there are still three things he needs to see in order to call a bull market - a path to an earnings recovery, a path to the end of the rate cycle, and better market breadth.
Recorded on June 12, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Inflation and interest rates continue to be a much-discussed topic, with every move by the U.S. Federal Reserve, the Bank of Canada, and other global central banks predicted, watched, and analyzed. On today’s FidelityConnects podcast we’ll get an exclusive window into the Bank of Canada with special guest David Dodge, economist and former Governor of the Bank of Canada. David served as Governor from 2001 to 2008 and was made an Officer of the Order of Canada in 2007. Today he joins host Pamela Ritchie to share his perspectives on both the global economy and Canada, including immigration, housing and more.
Recorded on June 13, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On today’s podcast we’re doing a deep dive into the Tax-Free Savings Account, or TFSA for short. Michelle Munro, Director of Tax and Retirement Research breaks down the advantages of a TFSA, explains the tax benefits, and touches on a very important topic of how the TFSA differs and complements other investment options available to Canadians such as the Registered Retirement Savings Plan and the new First-Home Savings Account. Michelle joins host Emily Anonuevo today, and also covers why both young Canadians and those in or nearing retirement should consider a TFSA. We’ll also hear about the types of investments someone can hold in a TFSA, as well as key rules you need to be aware of, such as how savings room and limits are calculated, and rules surrounding withdrawing, among other topics.
Recorded on June 7, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Joining us on the program today is Head of Quantitative Index Solutions, Bobby Barnes. Bobby discusses the implications of Canadian GDP growth in the first quarter, the impact of the debt ceiling agreement on investors, and which market factors he sees people gravitating towards. Canada GDP growth was up 3 point 1 per cent in the first quarter, which Bobby says indicates two thoughts - things are going well in the economy, but also that the Fed hasn’t been doing a great job at slowing market tightness. Bobby discusses the market volatility generated by uncertainty over whether the deal debt ceiling would get done. But he says when it comes to long-term prospects, however, he doesn’t believe that near-term volatility will carry forward. Turning to factor investing, Bobby looks at various drivers of risk and return, including the value of a company, the performance of its stocks, and its profitability over time.
Recorded on June 2, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we welcome Global Asset Allocation Portfolio Manager Ayesha Akbar to the program. She discusses the strong American labour market, its implications for future Fed rate cuts, and the regions in which she sees significant opportunity. Ayesha explains to host Pamela Ritchie that although chances of a recession remain high, she hopes it will follow a normal cyclical pattern. She sees opportunity in places like the United Kingdom and Japan, particularly within the Energy Sector which remains incredibly cheap. Speaking to productivity and recent developments in A.I., Ayesha says that the technology is in its early days, although the potential is certainly there. Healthcare and semi-conductor stocks are two sectors she could see benefitting as A.I. capabilities continue to be realized.
Recorded on June 9, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On today’s podcast, we’re taking a break from our regular content to welcome back Jessie Sarafian, host of Fidelity Canada’s Invested in Wellness podcast and live webcast, who will guide us through a guided meditation that you can do while walking outside. Regardless of where you’re headed, or maybe it’s even just a walk around the block, practicing mindfulness, deep breathing and body awareness can be done anytime, anywhere. It’s a fantastic way to center yourself and clear your mind.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Joining us on the podcast today is Denise Chisholm, Director of Quantitative Market Strategy. Denise speaks about a narrowing of market breadth in the aftermath of the Fed’s efforts to replenish cash reserves, and how she sees this impacting short-term market performance. She explains with only a few stocks leading in the market, the underlying trend becomes far less robust which increases vulnerability. There are several ways, she says, that gaps in an upwardly advancing market led by a handful of stocks can be closed. Either markets can correct back to a downward trend in breadth, or breadth could advance, which has historically been the case. And turning to the job market, Denise says things are slowing but not stopping, with contractionary household employment trends suggesting that the Fed may impose additional rate hikes.
Recorded on June 6, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
After weeks of negotiations, and with just two days to spare, President Biden has averted a first-ever U.S. default. The debt ceiling bill has been signed. So with the bill now passed, what does this mean for the Treasury? And how could it all ultimately affect the Fed and market trajectory? Jurrien Timmer, Director of Global Macro, is back with us today to unpack the recent market moves and help us understand what’s happening beyond the headlines. And per usual, Jurrien will do this with his popular charts. You can follow along using @TimmerFidelity on Twitter. Jurrien shares his views on the debt ceiling bill, and explains to host Pamela Ritchie that Treasury drawdowns over recent weeks mean that they will be looking to replenish between $600-700 billion. Also, looking at the potential direction of markets, Jurrien notes that markets have mostly been sideways for 1 year now, and that COVID has thrown off a lot of the key indicators and signals traditionally used to predict the direction of markets. What’s next? Stay tuned.
Recorded on June 5, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we are joined by Naveed Rahman, Institutional Portfolio Manager, and Salim Hart, Portfolio Manager, from the team behind Fidelity Global Intrinsic Value Class. They discuss market lows, particularly in Asia, the beneficiaries of the banking crisis, and which regions are currently on their radar. Naveed and Salim explain that the debate over the impact of the pandemic continues in the marketplace, with the CPI at over 8% in the US but expected to decline further. They say their approach as bottom-up stock pickers enables them to prioritize good businesses and valuations, as opposed to relying on market speculation. Turning to Asian markets, Naveed and Salim explain that their analysts enjoy searching for micro-cap stocks in Japan and often find companies with single-digit PE ratios, with market caps and cash on the balance sheet. Japan is a region that has always been of interest to portfolio manager Joel Tillinghast. Joel, as you may know, is retiring at the end of 2023. Salim and Naveed provide an update on the multi-year transition that included bringing Morgen Peck and Sam Chamovitz onto the fund, and continues with Joel remaining as an advisor upon his retirement from portfolio manager.
Recorded on May 31, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Dividend Plus fund portfolio manager Don Newman joins us on the podcast today. Don discusses fluctuating market conditions, the benefits of dividend investing, and the macro-economic factors influencing his investment decisions. Don says that it’s been interesting to watch how bond markets have been pricing interest rates during the past three to six months. Wages remain sticky, with many individuals locked into multi-year contracts with limited flexibility, and unions that continue to reduce inflation-related losses. Don comments on Canadian banks and explains that while they tend to be profitable early cycle stocks, we’re currently at the tail end of the cycle, with the market pricing them down as things start to slow. He says that dividends remain safe, with good capital ratios and valuations.
Recorded on May 30, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Between the latest earnings, debt ceiling talks, and inflation concerns, it’s been a choppy month for North American equities. With the Bank of Canada set to make another rate decision, where can investors find solace in this fast-moving market environment? And how is today’s guest positioning his fund amid the latest market hurdles? Darren Lekkerkerker, portfolio manager of Fidelity North American Equity Class breaks down his investing method, and shares where to consider your next position in North America. Darren also runs the equities subportfolio of Fidelity Canadian Balanced Fund, and co-manages Fidelity Global Natural Resources Fund. Today he shares with host Pamela Ritchie that his North American Equity Fund currently sits at 70% U.S. and 30% Canadian companies, with a continued focus on high quality companies. The fund is roughly 25% invested in technology, and Darren notes that A.I. is extremely relevant, currently being looked at as a mega theme. Darren touches on the most recent earnings season, transportation and railroads, housing, and of course natural resources. The energy transition is another mega theme being watched, as well as how China’s reopening affects materials.
Recorded on May 29, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Equity Research Analysts Evan Zehnal and Vishal Chopra join us on the podcast today. Evan and Vishal discuss all things new and innovative in the Canadian technology sector. They discuss how Canada is making a name for itself within AI, where they see investor opportunity, and the importance of cybersecurity. Vishal and Evan speak about the University of Toronto's influence on AI model and training development, work which has formed the basis for some of the transformer models in modern applications today. Companies within Canada that have built relationships with U of T are well positioned to take advantage of these developments, and build their own large language models or use existing models to amplify their products. Evan and Vishal explain that Chat GPT has pioneered the fastest tech adoption the world has ever seen, reaching 100 million users in the past two months. Since these large language models work with text, they have serious disruptive potential and can be used by companies to streamline various tasks such as drafting emails or proposals. Significant attention is being paid to regulation, and Evan and Vishal predict that large tech companies will begin to work with governments to stay ahead. They say North America continues to remain the main story for AI, particularly Toronto and Silicon Valley.
Recorded on May 26, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the program, we put the spotlight on Fidelity’s newly launched active equity ETF and ETF series. Director of ETF’s Andrei Bruno explains how the new products could help your clients achieve their long-term investment goals and diversify their portfolios. Andrei says Fidelity’s new suite of active ETFs provides choice for the investor, offering products run by different managers who have different investment styles, perspectives, cap focuses, and geographies. He also speaks about the ETF space and current trends. Andrei points to continued inflows, primarily to defensive areas like fixed income, as a trend worth following. Looking at longer term trends, Andrei says that ETFs continue to see year over year growth, despite the passive approach taken by many investors. He also explains the difference between ETFs and mutual funds, lies primarily in how they are traded, with ETFs being exchange traded and benefitting from intraday liquidity and ease of bulk trading. Andrei also describes his tips and tricks for trading ETFs, including avoiding trading at the open and close, due to increased volatility, and reaching out to your trading desk about preserving liquidity when executing block trades.
Recorded on May 25, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the podcast we welcome Portfolio Manager Sri Tella to discuss his outlook on the fixed income market, whether investors should consider adjusting the risk profile of their portfolios, and the extent to which Canada is grappling with the same part of the ongoing inflation story as the United States. On the fixed income side, Sri explains to host Pamela Ritchie that issuance has generally been down in Canada, fuelling the strength of the Canadian market. Strategies like tactical mandates, reduced exposure to the broader market, and placing focus on companies with strong fundamentals all help to balance risk and return. From a growth and economic perspective, Canada looks good to international investors and there continues to be demand for high quality fixed income in markets. Sri describes how demand has shifted into the service sector, as the market for goods has declined post-pandemic, due to higher prices. High savings rates are fuelling consumer spending in both Canada and the United States, with Canada’s inflation coming down to around 4%. Towards the latter half of the year, the Bank of Canada is forecasting a 3% inflation rate, which remains high by historical industry standards. Turning to the debt ceiling, Sri says that investor concern is primarily related to the possibility of short-term volatility in the market. He is confident that a deal will be reached, but whether it will be reached on time remains uncertain.
Recorded on May 24, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we are joined by Director of Quantitative Market Strategy, Denise Chisholm, to discuss the impending debt ceiling decision, the treasury implications following a deal, and how it could affect the market environment. As pressure mounts on leaders to reach a deal, Denise explains to host Pamela Ritchie that investors are concerned about liquidity, following a debt ceiling resolution. She describes how, over the last year, the General Account of the Treasury has been using significant resources, which it will likely attempt to replenish by issuing Treasuries, in turn depleting the reserves of the banking system. The near perfect correlation between those reserves at banks’ balances and the S&P 500 over the last 21 months suggests that a liquidity withdrawal will negatively impact equity markets, even if a debt ceiling deal goes through. Turning to the developing inflation story, Denise explains that the Fed could keep hiking rates if the service side of the economy stays strong. She suggests that investors may not want to look to the Fed when it comes to predicting market trends, and instead suggests that overall inflation is a more effective driving metric. Denise also breaks down emerging trends in the technology sector, citing the 40% peak to trough contraction in the NASDAQ and the 60% decline of individual growth stocks as primary reasons for its recent defensiveness.
Recorded on May 23, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we speak with the Honourable Ahmed Hussen, Member of Parliament for York South-Weston, and Minister of Housing and Diversity and Inclusion. Minister Hussen speaks about the national housing strategy, how racial gaps affect economic gaps, and how the housing market remains affected by immigration. Minister Hussen explains to host Pamela Ritchie that while 68% of Canadians own a home, housing still needs to be built for everyone, including those experiencing homelessness. Canada’s National Housing Strategy, launched in 2017, aims to get people off the street and into permanent housing. He also cites programs like the first-time homebuyer incentive and tax-free savings account, as additional ways home ownership can be supported. Disparities in homeownership, Minister Hussen says, are even more pronounced among Indigenous and black Canadians. He describes some of the steps being taken to address the gap, which includes the recent allocation of $4 billion to invest in housing on reserves through the Urban, Rural and Northern Indigenous Housing Strategy. Speaking about how the housing market is affected by immigration, Minister Hussen says that Canada is at an advantage because of a strong immigration system that remains effective in attracting skilled workers for housing construction. The $4 billion Housing Accelerator Fund aims to double housing construction in Canada over the next 10 years.
Recorded on May 17, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. Today, we put the spotlight on portfolio manager Hugo Lavallée as he speaks about his contrarian approach to investing, how he navigates volatile times, and his current strategies. Hugo's contrarian approach involves staying at the bottom and navigating through difficult moments because when that element of change comes, it can be magical and profitable, he explains. Hugo says he's constantly researching and studying companies so he is ready and can react quickly when the time comes to make a move. His current strategy focuses on active alternative managers and private equities. He's invested in tech, industrials, transportation, and rail, but not so much in consumer stocks. In terms of geography, he’s still mainly focused on North America and Europe.
Recorded May 11, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we speak with Portfolio Manager Matt Siddle as he discusses the impacts of rising interest rates on European consumers, opportunities for-long-term investing in staples, and his investing philosophy. Within the European labour environment, Matt explains to host Bryan Borzykowski, historically low unemployment levels continue to enable wage inflation. In turn, unions continue to push for wage hikes of between 10 and 15 percent to match rising costs. The cost of food has risen by almost 40%, and while the removal of the “fear factor” around gas shortages has caused European markets to rally, the price of petrol and diesel has continued to double, even quadruple, in other countries. The impacts of American regional bank failures and the Credit Suisse banking crisis on European markets has been limited, Matt explains, because of decreased exposure to commercial real estate. Matt also emphasizes that consumer staples remain a significant avenue of opportunity for investors due to their strong pricing power and high returns. When it comes to sourcing ideas, Matt describes the extensive team of analysts and researchers assembled in Europe covering stock recommendations and pitching investment ideas. In addition to the rigorous screening process he deploys to identify the quality of a given business, Matt emphasizes that his goal is to find the profitable opportunities and attractive valuations that are consistent with his investment process.
Recorded on May 18, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. On today’s podcast, we’re putting the spotlight on our fixed income team made up of portfolio manager Jeff Moore and quantitative analyst Stacie Ware who sat down with host Katherine Black. Jeff and Stacie speak about the state of the fixed income market, the inflation and Fed storyline, and what it all means for fixed-income investors going forward. Jeff says they believe inflation has peaked and they expect a stationary state for inflation to get around sub-four by Christmas. If this is the case, this is a particularly good setup for bonds and the bond market. Stacie who is new to the team, explains her role. She is actively involved in the day to day management of the portfolios and she also runs scenario analysis. She spends time with macro analysts and sector specialists to talk about how the market may play out and new opportunities in different sectors. And based on all that information, she produces potential outcomes for fixed income portfolio construction. Both Jeff and Stacie suggest how clients should approach investing in today's market landscape, diversification in fixed income and how treasuries are attractive at this point in time.
Recorded on May 11, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
An ETF or Exchange Traded Fund, is like a basket made up of stocks, bonds, or any other kind of asset you can invest in. ETF’s cover a wide range of options giving investors exposure to many investments. So what are the different types of ETF’s on the market? And what does Fidelity bring to the table that’s unique from our competitors? Étienne Joncas-Bouchard, ETF Strategist, joins host Bryan Borzykowski today to breakdown the latest ETF trends, including potential industry changes. This includes reflecting on the growth of the ETF industry over time, where flows have been going lately, and what Etienne sees ahead. Today’s podcast starts at the basics, but for more insights from Etienne, you can look up his podcast series “The Fidelity ETF Exchange”, released under this FidelityConnects banner.
Recorded on May 16, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. Dividend-focused portfolio manager Ramona Persaud hit the stage early in the day, joining host Kathryn Black to discuss her approach to value investing. For three consecutive years Ramona has been recognized as one of Morningstar’s top 10 rated female portfolio managers. Morningstar considers risk-adjusted returns when looking at investment products and managers, and today Ramona shares how she looks at risk playing into her process, while focusing on providing a smoother ride for the investor. Ramona and Kathryn also discuss North American dividend payers versus European or Asian companies, as well as the market volatility we’ve seen so far this year, which has been centred around inflation and central bank uncertainty in the financial sector. Ramona also touches on her market outlook and how her funds are currently positioned. She also shares insights on the global strength of Fidelity’s research teams.
Recorded on May 11, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we check in with Equity Research Analysts Brendan Cochrane and Andrew Hall, as they discuss the spring consumer story, their thoughts on inflation, and what investors can expect heading into the summer. Brendan and Andrew share highlights from the recent Consumer Price Index announcement. They say food prices have been affected by the above annualized rate of inflation, something consumers can expect to notice on their grocery bills. Though prices have increased steadily across all categories for the past 18 months or so, commodify categories such as dairy and meat have been hit hard by labour shortages and rising production costs. Brendan and Andrew also provide an overview of the ongoing growth of telecom, citing the close of the Rogers-Shaw merger after a two year governmental review as a sign that the industry is embarking on a new era of competition. Turning to the auto sector, Brendan and Andrew explain that as new car production continues to increase, the prices of used cars will drop, positively affecting inflation. The big story of 2023, they say, is the normalization of the supply chain, allowing production to return back to pre-COVID levels.
Recorded on May 16, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. One of those studio sessions featured the portfolio managers of Fidelity Global Small Cap Opportunities Fund, Connor Gordon and Chris Maludzinski. Connor and Chris joined host Glen Davidson for a short discussion, highlighting the big opportunities in small cap investing. The pair unpack how the fund came to be, the investment strategy behind their fund, and answer why small caps and why now.
Recorded on May 11, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. On today’s podcast we’re bringing you our ETF expert panel’s session from the event, with host Agnes Doherty speaking with Vivian Hsu, VP Private Wealth, and Andrei Bruno, Director ETFs, about how the ETF industry has evolved in recent years, where flows have been going, and the increase of active ETFs. Andrei also provides an update on the Fidelity All-In-One ETF strategies.
Recorded on May 11, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. On today’s podcast we’re bringing you portfolio manager Mark Schmehl’s FOCUS2023 discussion with host Pat Bolland. Mark is focused on the long-term. He believes that inflation has peaked and he’s focusing firmly on owning companies for their expected earnings in 2025 and 2026. Mark shares that macro is very difficult to judge, and he is ignoring the recession concerns and is buying companies he believes have good fundamental strategies. Mark also shares his thoughts on both growthier and defensive companies right now, and which ones fit into his various portfolios, and why. This includes unpacking his geographical investments in the U.S., Canada, and globally. Mark and Pat also field a few questions from the live audience, and speaking of that live audience, you will hear a few references to slides that were shown to the room.
Recorded on May 11, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both on-stage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. On today’s podcast, our retirement and tax experts Peter Bowen and Michelle Munro discuss the new FHSA or First-Home Savings account - the main highlights of the new investment vehicle and how the FHSA could fit in your overall investment strategy. Buying a home can be a challenge for many first-time home buyers especially in today’s environment, but this new registered account allows you to save up to 40-thousand dollars tax-free towards the purchase of your first home. Peter explains how the FHSA is a powerful investment tool that combines the benefits of an RRSP and TFSA. He says there is no tax on the withdrawal from a FHSA if it’s going towards the first purchase of a home and there are other options like transferring FHSA funds into an RRSP or RRIF. And Michelle addresses common questions about the FHSA such as contribution room and criteria and eligibility of the investment account.
Recorded on May 11, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. Early in the event, Adam Kramer and Scott Mensi took to the stage, to discuss their tactical approach to income investing. Adam is portfolio manager of Fidelity Tactical High Income Fund and Fidelity Strategic Income Fund, and he shares that Tactical High Income offers an attractive combination of income and total return, with having a flexible mandate to invest across the full spectrum of income-oriented asset classes, including bonds (e.g. treasury bonds, investment grade bonds, high yield bonds, etc.) and dividend-paying equities. Scott, institutional portfolio manager, unpacks just how tactical this fund has been in the past. Among other topics, Adam and Scott, with host Pat Bolland, share how the fund is currently positioned, as well as opportunities they are seeing across the spectrum of bonds. They also field a few questions from the live audience.
Recorded on May 11, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. On today’s podcast, we’re bringing you portfolio manager Don Newman’s session from the event, sitting down with host Pat Bolland. Don manages two dividend-focused Funds, the Dividend Fund and Dividend Plus Fund. He discusses how Dividend equities have worked well during a volatile market environment and generally, how dividends fit overall in an investor’s portfolio. In the past, Don has focused on inflation protection and companies with pricing power. This year's his focus is on earnings rather than the total enterprise due to market conditions. He says earnings have held up well so far and that can be attributed to companies raising prices, seeing stable demand, and improving labor availability. He also adds his current strategy is to focus on maintaining a portion of the portfolio with predictable earnings and buy stocks at a reasonable price.
Recorded on May 11, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the program, Fidelity Director of Global Macro Jurrien Timmer discusses what’s moving the markets and provides his insights on what investors should keep top of mind. The Fed, inflation and when rates could be cut are the main discussion points this week. Jurrien believes the Fed has reached its limit to how far they could tighten their policy. He adds the Fed has probably raised rates for the last time at least for a while and could do with a pause, but even if they’re done raising rates, it doesn’t necessarily mean they will start cutting rates right away. Now it’s just a matter of waiting to see what the repercussions are from a year of aggressive tightening policy. Jurrien also touches upon earnings. He says no question that the first quarter of earnings season was a good one, as we wait for a recession that refuses to arrive. Jurrien says earning downgrades are less severe, and there’s been an overall uptrend for US earnings. He also comments on where we are in the bull market saying that the secular bull-market is still alive well and most likely in its twilight or final phase.
Recorded on May 15, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. Fidelity’s Global Asset Allocation team manages multi-asset class funds for Canadian investors, approximately $80 billion in assets, and today we’ll hear from portfolio managers David Wolf, David Tulk, and institutional portfolio manager Ilan Kolet, in their FOCUS2023 session, joining host Kathryn Black. Among several other topics in today’s 30-minute discussion, we’ll hear the team’s perspectives on inflation and rates, and how their experiences working at the Bank of Canada gives them an edge as an asset allocator. The panel expands on how protecting investors capital is important, and they’ll explain how their market outlook has affected positioning across their various funds. They also take questions from the live audience.
Recorded on May 11, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. On today’s podcast, we’re bringing you portfolio manager Dan Dupont’s session from the event, sitting down with host Pat Bolland. Dan is known for his time managing Fidelity Canadian Large Cap Fund, and today he shares why a focus on downside protection continues to be important. He’ll unpack how he’s achieved capturing close to one third of the overall market downside with this fund. Additionally, Dan shares his thoughts on the current market environment, and how he is positioning his funds accordingly. This includes shorting opportunities in Fidelity Global Value Long/Short Fund. Dan and Pat also field questions from the live audience, and please note you will hear references to a few slides that were displayed to the room.
Recorded on May 11, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. We’ll be releasing more of the event sessions as podcasts in the coming days. To start, today we’re featuring a discussion on the benefits and structure of the Fidelity Private Investment Program - where your wealth meets the investment expertise it deserves. Cameron Chamberlain and Rory Poole break down how the program is an institutional-style approach to money management, where you can gain access to investment pools that utilize Fidelity’s proprietary research methods and investment strategies with a focus on risk management. The program is designed around carefully selected and constructed pools aiming to achieve specific goals or objectives. In addition, the tiered pricing structure is based on investment levels, and the premium level of service is supported by enhanced account reporting, plus access to a dedicated client services team.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Denise Chisholm, Director of Quantitative Market Strategy joins us again to share her unique insights and perspectives on the sectors to watch in U.S. and global markets right now. Denise is a student of history who uses historical probability analysis when looking at the markets. With host Pamela Ritchie today she’ll unpack the trends and underlying indicators that can be used to evaluate the strength of the markets.
Recorded on May 10, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Over the past year, there’s been a huge demand for diabetes drugs that also promote weight loss. And now, a promising clinical trial of an experimental Alzheimer’s drug could be the next frontier. Today we ask how much of an impact could these developments have on the overall healthcare sector? And what are some of the regional stories at play? Portfolio manager Alex Gold joins us today from London. Alex manages Fidelity Global Health Care Fund for Canadian investors, and today will look at the latest trends and opportunities in the global healthcare sector, including unpacking some of the key themes on his radar for the second half of 2023. Alex also answers how politics and lobbying may influence health care, and how much of a role tech plays into global health care trends, among other topics today, with host Pamela Ritchie.Recorded on May 9, 2023.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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Earnings continue to be in focus this week, as will a key congressional hearing on the debt ceiling crisis, and the ‘Federal Response to Recent Bank Failures’ meeting on Capitol Hill. Markets are also still digesting last week’s Fed rate hike. Joining us today is Jurrien Timmer, Director of Global Macro, who feels the market's expectation that the Fed will soon begin an easing campaign is “wishful thinking”. With host Pamela Ritchie today, Jurrien addresses what is his biggest area of focus and concern from a technical perspective. He’ll also unpack this week’s key market movers, and explains what they could mean for you. Per usual, Jurrien will be sharing his charts, so please head to @TimmerFidelity on Twitter to follow along.
Recorded on May 8, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Joining us today is Meghan Chen, Digital Assets Strategist, who walks us through what’s currently happening in the digital assets markets and what is driving crypto assets higher despite the negative headlines. Meghan speaks to Colin Randall, Director of Research and says January saw a strong start for crypto with Bitcoin and Ether prices going up. She explains crypto prices have rebounded this year for two reasons. She notes risk assets performed well in January, as well as stocks and the NASDAQ creating a general tailwind for crypto. Also the collapse of regional banks in the US also created a spike in Bitcoin. When vulnerabilities arise in the traditional finance system, they tend to be a tailwind for crypto prices. Especially for Bitcoin as it is the largest and most established cryptocurrency.
Recorded on May 5, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
The Federal Reserve has raised the benchmark interest rate by 25 basis points to 5.25% This move comes amid America’s ongoing debt ceiling crisis and further regional bank woes. Today we’re joined by fixed income portfolio manager Jeff Moore who shares that despite these challenges, the bond market itself is not seeing a deep downturn or recession in the near term. With host Bryan Borzkykowski, Jeff also unpacks the key indicators he is keeping an eye on for guidance on where markets are heading. Also today, Jeff stresses the importance of flexibility in fixed income allocations and explains which asset classes within fixed income are a good complement to an equity portfolio. Based out of Fidelity’s Merrimack, New Hampshire, fixed income headquarters, Jeff manages several fixed income funds for Canadian investors including Fidelity Multi-Sector Bond Fund, and the fixed income subportfolio of NorthStar Balanced Fund.
Recorded on May 4, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today, we welcome Beau Coash. Beau is an institutional portfolio manager for fixed-income strategies at Fidelity Investments. Before joining the fixed income team, Beau was global head of syndicate and primary trading for Fidelity Investments Equity Trading division. Beau speaks to host Pamela Ritchie about the current market landscape, its impact on a fixed income and where he’s seeing opportunities right now. Beau explains to Pamela that the team is very excited about bonds this year after a tough go last year. He says we finally have yield back in fixed income and US treasury bonds triple-A rated are looking very attractive. He adds you only get a few chances to buy treasuries really cheap, so this might be a good time to invest. For now, the team is taking a conservative position. They are half-weighted in the high-grade corporate bucket. Beau says anywhere you go with a long duration, there’s lots of wiggle room.
Recorded on May 4, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Joe Overdevest, portfolio manager, joins us today to discuss the Canadian equity market across sectors, as well as provide an update on Fidelity Global Natural Resources Fund. Joe co-manages Global Natural Resources alongside Darren Lekkerkerker and is also subportfolio manager of Fidelity Canadian Asset Allocation Fund and Fidelity Inflation-Focused Fund. With host Pamela Ritchie today, Joe shares what he is seeing during this earnings season, which includes a look at the possible direction for valuations, as well as both oil and natural gas prices. Joe reiterates the Fidelity research process and how high-quality companies are identified and chosen for his funds. Joe also touts the benefits of compounding over time. Also today, among other topics, Joe reflects on inflation, energy, lithium, copper, and how nuclear factors into the overall energy discussion. He’ll also share what his top questions are for CEO’s in his upcoming trips to both Texas and Alberta.
Recorded on May 3, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
In today’s increasingly digital economy, cyberattacks are becoming more common and more sophisticated than ever before. Businesses and financial advisors who can be a step ahead of these attacks and earn the trust of their clients as stewards of their data could achieve a competitive advantage. We’re joined today by Imran Ahmad, cybersecurity expert, lawyer and University of Toronto professor, to look at how you can better protect yourself and your clients in the digital economy, and to reflect on how the cybersecurity landscape looks from a financial services industry perspective. Imran is also a Partner at Norton Rose Fulbright, where he leads the technology practice, and is the co-Chair of the Data Protection, Privacy and Cybersecurity practice. Imran speaks with host Pamela Ritchie and will share some of the latest developments in the cybersecurity space. Among other questions today, Imran unpacks how the future of AI could impact security, understanding who hackers are and why they can target Canada, should an organization or government actually agree to pay ransomware, and in the event of a breach what should the playbook look like?
Recorded on May 2, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we’re joined by Director of Global Macro, Jurrien Timmer, as he discusses what’s currently moving the markets and what investors should keep an eye on. Jurrien says the main theme right now is the same theme we’ve seen in the last 6 months and that is the sentiment of “when is the other shoe going to drop?” Jurrien says people have been very scared about the inversion in the yield curve, all the negative banking headlines and this sense of caution that the Fed is going to break. Jurrien further suggests if the market is in limbo this year, it could lead to different opportunities. He also discusses the performance of small caps as of late and where he stands on the 60/40.
Recorded on May 1, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
It’s been a volatile start to the year for the industrials and materials sectors. But strong second-quarter earnings from a few key industrial players, and optimism for copper around China’s reopening are just some of the factors driving positive sentiment around the two sectors. So, why should investors be looking at industrials and materials? And how could electrification impact them? We’re joined today by two of Fidelity’s Equity Research Analysts, to discuss what’s shaping the industrials and materials landscape. Robert Reynolds and Claire Fleming, Equity Research Analysts, join host Bryan Borzykowski today, to unpack all of this and more, including how they define a good investable company, and how their role supports the portfolio managers and others on the investment team.
Recorded on April 28, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
European equity markets have been lower lately as concerns over the global banking sector re-ignite. The declines are another hit to the overall health of the UK economy, which is currently an outlier amongst other global markets. So what is driving the inflation story in the UK? And why is today’s guest optimistic about its future performance? London-based Tom Stevenson, Investment Director at Fidelity International, joins host Pamela Ritchie today to discuss what’s at play now and into the second half of 2023 for the UK and Europe. Tom shares it's a big week for tech stocks as we're right in the thick of earnings season now, and as earnings season goes on we will have a pretty good sense of how tech is doing. Also, that these companies are instrumental as they are large contributors to the rally in markets this year. The S&P 500 is up 8% this year, and two thirds of that rise has been accounted for by just five tech stocks. Among other topics today, Tom shares insights on if we’ll see a global recession, or if it will be more mild, or a soft landing.
Recorded on April 26, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Andrei Bruno, Director ETF Capital Markets at Fidelity Canada, joins the program to discuss recent economic data, the risk of a recession, and how he’s positioning his portfolio in the current market landscape. Andrei explains personally for him with all this market uncertainty, it’s time to remain defensive. The risk is greater to the downside, so it's important to protect the downside. Andrei was also part of the fixed income group, so for him he worries about risk more than his counterparts. Regarding bonds, yields are still attractive, as we’ve had a positive year for fixed income so far. Andrei says what people need to remember, there’s still room to run on bonds in a drawdown scenario.
Recorded on April 21, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
North American markets have been relatively flat throughout this earnings season, leaving market watchers to wonder what’s next? Also, how could this earnings season impact next week’s Fed meeting? Jurrien Timmer, Director of Global Macro, is back with us today to break down what’s on his radar. Jurrien shares with host Pamela Ritchie that the market seems to be betting on a soft-landing scenario. He says not just for earnings, but one where the Fed plays along, maybe raising rates one more time and eventually easing down to a neutral rate of around 3%. Looking at earnings season, Jurrien notes that the companies who have reported earnings so far have reported earnings of about 5%, which is larger than normal. Jurrien will unpack why earnings have been resilient. Among other topics today Jurrien also focuses on the price low last October and if it was the start of a new cyclical bull-market, as well as the possible direction for currencies including the US and Canadian dollars.
Recorded on April 24, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Director of Quantitative Market Strategy Denise Chisholm is back on the program to lay out what economic factors are driving the markets, what sectors to keep an eye on at this time. Denise speaks to host Bryan Borzykowski and notes that things seem to be leveling off in the markets, the regional banking situation has cooled down, so is the market looking more optimistic? She says sentiment is not necessarily predictive of optimism. For Denise, she has a persistent silver lining view of the markets based on data and what can be measured. For example, she looks at CPI and year-over-year it’s doing what it normally does. And looking at CPI in the last 6 months on a core basis and outside of shelter, she notices that we haven’t decelerated this much since the 1970s and interestingly it’s the only time we’ve decelerated this rapidly without a recession. She adds “we are off cycle in this cycle” and that is actually more of a bullish setup than bearish. Denise says her top sectors are consumer staples and utilities and her bottom sectors are tech and real estate.
Recorded on April 24, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
North American equity markets have been relatively flat of late, following a wave of disappointing earnings this earnings season. U.S. Treasury yields have also slipped as new data signalled a greater-than-expected economic slowdown. Today we ask how this market environment is affecting the ETF space. Etienne Joncas-Bouchard, ETF strategist, joins host Bryan Borzykowski today, for a discussion on which factors may be favourable in the current market environment, and to provide an update on the Fidelity All-in-One ETFs. Etienne shares today that the main reason all-in-one ETFs have been growing in popularity is due to their simplicity as well as ensuring broad diversification. Among other topics, Etienne also comments on the market's ambition to expect rate cuts, shares how not every dividend strategy is the same, and notes that high-quality names have been popular lately as those businesses generally do well coming out of a slowdown and are able to weather inflationary pressures better.
Recorded on April 20, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Canada’s inflation picture has recently seen notable changes. One of the key recent highlights is the latest CPI data, which came in at 4.3% - the lowest since August 2021. This comes following the second consecutive rate pause from the Bank of Canada, perhaps ‘backing’ the central bank’s decision. Looking ahead, what can we expect to hear from the Fed? And how is all of this impacting how portfolio managers are allocating to stocks and bonds and their geographic preferences around the world? Portfolio manager, David Tulk, from Fidelity’s Global Asset Allocation team joins us today to discuss all this and more, including a look into his short, medium and long-term investment mentality. David and the team manage a suite of funds for both retail and institutional investors, and please note today’s discussion was originally presented as a webcast for institutional clients, with a slide referenced partway through. Also today, with host Bryan Borzykowski, David expands on how rate-sensitive different parts of the economy are and also shares how the GAA team is currently positioned. They do not think the Bank of Canada, Federal Reserve, and other central banks are likely to start cutting interest rates by the end of the year. In their funds they are defensive overall, protecting still against inflation. Selective allocations are made to be offensive, and lately emerging markets equities have provided this.
Recorded on April 19, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
In this episode of the Fidelity ETF Exchange, powered by FidelityConnects, host Étienne Joncas Bouchard welcomes recurring guest Andrei Bruno to the show. Andrei is the Director of ETFs at Fidelity Canada. Today, our panel breaks down all the notable ETF industry trends of the past quarter. As both equity and fixed-income markets rebounded in Q1 of 2023 with some strong performance, ETF flows ensued. As of the end of March, there were $10.6B of net inflows into the Canadian ETF industry. International equities outpaced U.S. equities by more than $1.5B, while cash alternatives ETFs remained popular with another $2.7B inflows.
Recorded on April 19, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
A surprise production cut from OPEC+ earlier this month has rocked oil markets. The price of oil rallied following the announcement but have since stabilized as inflation concerns linger. All of this unfolding as the U.S. continues to shift towards cleaner and more sustainable forms of energy. How much of an impact will the OPEC cuts have on energy and overall inflation? And where can investors find opportunity within the sector? Paul Gooden, Senior Research Analyst, joins us today to discuss the latest trends in the U.S. energy sector, including his investment thesis for the months ahead. Paul explains the “energy trilemma” framework of balancing affordability, sustainability and reliability, to host Pamela Ritchie today. Without managing all three, Paul says, you get unintended consequences, like coal demand being at an all-time high today. He also notes the energy transition is still in the first innings, with peak oil demand not forecasted until the 2030s or later. CapEx on oil and gas is 70% below its 2014 peak and Paul sees opportunities for more CapEx in oil field services, as well as opportunities in the clean energy space if we are disciplined as investors.
Recorded on April 19, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Statistics Canada has reported that the annual inflation rate slowed to 4.3% in March. This is the lowest level since August 2021, and off the highs of February’s 5.2%. Does this latest data support the Bank of Canada’s decision to pause? And what does it mean for interest rates, and the real economy moving forward? Institutional portfolio manager Ilan Kolet is today’s guest, sharing his outlook on inflation and what he’s optimistic about in the months ahead. With host Pamela Ritchie, Ilan provides a deep dive into the key points explored in the Global Asset Allocation team’s recent white paper, which includes a look at where inflation is now, and where is it likely heading. This in the context of central bank policy. Ilan also explains why the team doesn’t believe that rate decreases are on the horizon. We’ll also hear Ilan’s thoughts on the labour market, opportunities in emerging markets, the role of currencies in asset allocation, and much more on today’s show.
Recorded on April 18, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Earnings season is in full swing, and eyes are on the big banks to see how much of an impact, if any, the SVB chaos has had on the sector. What are some of the big movers to watch out for in the near future? And why is today’s guest putting a soft-landing on the table? Joining us today to unpack the latest market action is Jurrien Timmer, Director of Global Macro. With host Pamela Ritchie today, Jurrien shares that the interest rate picture is not hurting the economy, but it's hurting what seems like isolated pockets of the economy We are still making new all-time highs with revenues in a very steady way, with the caveat that inflation is eroding those nominal numbers. We’ll also hear from Jurrien with additional thoughts on the Federal Reserve, commercial real estate, smaller banks, gold, bitcoin, and more. Per usual, Jurrien will be sharing charts so please head to @TimmerFidelity on Twitter to follow along.
Recorded on April 17, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Host Pamela Ritchie joins Fidelity Director of Research Reetu Kumra, and equity research analysts Nic Bellemare and Connor MacGrath as they discuss how the research team operates and what sectors Nic and Connor cover. The research team is collaborative-based and is made up of nine analysts with each team member covering 25 stocks. Reetu credits the strength of the team to Fidelity’s global reach and deep knowledge of various sectors of the market. Among many topics, the team discusses the recent fallout of US regional banks including SVP and Signature Bank. Nic Bellemare who covers Canadian banks says although he stayed on-top of the banking news out of the US at that time, it did not have a significant impact on his sectors and research. He says Canadian banks work on different regulations than the US banks in terms of asset liability matches and diversified deposit bases. Connor MacGrath who covers insurance companies says he was following the US banking news closely too and at that time continued to focus on researching balance sheets and investment book exposure on insurance companies.
Recorded on April 14, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Monetary policy is not done. That is the key takeaway from the April 12th Bank of Canada press conference following their decision to hold its key interest rate at 4.5%. This is the second consecutive pause for the Bank of Canada, and if you’re in the camp that’s hoping for, or projecting a rate cut later this year, Governor Tiff Macklem swiftly squashed that idea saying, that it “doesn’t look like the most likely scenario.” Joining us today to unpack what the latest Bank of Canada decision means for growth, housing, and the real economy is renowned economist Don Drummond. Don has held several senior roles at the Federal Department of Finance where he was responsible for economic analysis, fiscal and tax policies. He later served as Senior Vice President and Chief Economist at TD Bank, and is currently Fellow-in-Residence at the C.D. Howe Institute. Don speaks with host Pamela Ritchie today, and he is not surprised by the Bank of Canada’s decision, since they’re far from getting inflation down to 2%. However, he says “pleasantly surprised” they communicated that further hikes are a possibility in the future, and put an end to the speculation that cuts could be coming in 2023. We also hear today from Don that globalisation, including companies lowering costs by moving production overseas, allowed us to keep inflation low with strong growth in the past, but a lot of that has run its course for the moment. Don believes 1.5-1.7% is a reasonable sustainable long-term growth rate.
Recorded on April 13, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we put the spotlight on the new First Home Savings Account - a new investment vehicle for Canadians looking to purchase their first-time home. Buying a home can be a challenge for many first-time home buyers especially in today’s environment, but this new registered account allows you to save up to 40-thousand dollars tax-free towards the purchase of your first home. Host Kathryn Black sits down with Fidelity Canada’s tax and retirement experts Peter Bowen and Michelle Munro to talk about what criteria and eligibility is involved in the FHSA. They also lay out different scenarios and investment strategies to consider when looking at the FHSA and how it could be used alongside other investment vehicles like a TFSA and RRSP.
Recorded on April 11, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Inflation, energy, and tech continue to dominate headlines. The latest U.S. jobs report came in softer than expected, with many economists seeing March's jobs data as the beginning of a slower growth period. Our guest today is Denise Chisholm, Director of Quantitative Market Strategy, who will share her current market thesis, including which sectors she believes are in a pull position. Denise is a firm believer in historic probability analysis, and with host Pamela Ritchie today she’ll unpack the key market indicators that could indicate the overall health and direction of the markets.
Recorded on April 11, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Risk assets bounced back in the first quarter of 2023 - but returns did not come without volatility. Equity markets seem to be leaning more towards an easing scenario later in the year, whereas rate markets are more skeptical around the path forward. This continued uncertainty has encouraged investors to seek out new forms of diversification and strategies which are better equipped to navigate a potentially bumpy road. Joining us today to talk about one of Fidelity Canada’s equity long/short offerings is David Way, portfolio manager of Fidelity Long/Short Alternative Fund. David joins host Rory Poole, Director, Alternatives, and shares that the two sleeves (long and short) come together to generate a portfolio that really does not rely on the use of additional leverage. The fund does not contain any financial leverage beyond what's generated by shorting stocks, generating cash, and investing more in Fidelity's best long ideas. David focuses on opportunities where he feels there is material mispricing because of the uncertainty in the market. Also, he is valuation sensitive, but willing to invest in companies at higher valuations if they show strong and durable growth.
Recorded on April 6, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Andrew Marchese is today’s FidelityConnects podcast guest. Andrew is Fidelity Canada’s Chief Investment Officer and manages several funds including Canadian Systematic Equity, Canadian Disciplined Equity, and Canadian Core Equity for investors. Andrew talks to host Bryan Borzykowski about the latest factors weighing on the markets and how he’s navigating current investment hurdles. He says most of his portfolios look pretty much the same as they did twelve months ago, but he continues to look for companies that have healthy balance sheets. For him, it’s about picking your price and then patiently waiting. He also discusses inflation, real estate, and how the Fed could navigate markets from this point forward.
Recorded on April 5, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Artificial Intelligence, or AI, is rapidly transforming the world we live in. Today, AI is being used in financial markets in various ways including trading, risk management, and fraud detection. How is this innovative technology being applied elsewhere and is it an investable theme? And why is our next guest keeping a close eye on its latest developments? Portfolio manager Mark Schmehl joins us today to share his perspective on this and more, including global markets and the trends influencing his fund positioning. Mark was recently featured in a Morningstar article, highlighting how his keen intuition and unwavering momentum have been the driving forces behind his ability to generate long-term positive returns. Mark speaks with Glen Davidson, VP Regional Sales Ontario, and shares he is reasonably confident the economy's going to come through the recent turmoil in a relatively quick timeframe, and it's not going to be that painful which is why we’re seeing technology rally of late. Mark also notes that when the world economy slows down, the US dollar goes up and he thinks that's something that we can expect again. Among other topics, Mark shares his thoughts on consumer discretionary, and energy, and notes he’s been cautiously optimistic and semi-offensive, he’s looking for the rebound, not playing defensive.
Recorded on April 4, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
We’re now in the second quarter of 2023. As the quarter begins equity markets have been a bit mixed. And energy is in the spotlight following OPEC’s recent surprise production cuts, which saw an increase in oil prices. Director of Global Macro Jurrien Timmer unpacks the latest oil news and what it could mean for the broader markets. He also examines the banking crisis from a few weeks ago. He believes the fallout of the US banks SVP and Signature Bank does not indicate a systemic crisis. He also discusses bitcoin, the earnings front and how the 60/40 outlook looks at this point in time. Jurrien will be sharing his charts so please head to @TimmerFidelity on Twitter to follow along.
Recorded April 3, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, host Étienne Joncas Bouchard welcomed recurring guest Cameron Chamberlain. Cameron is a Portfolio Strategist at Fidelity Investments Canada. The focus of the conversation was around ETF industry trends and their impact on portfolio construction. Some of the key topics discussed include the increase in popularity of cash-alternative ETFs as a replacement for fixed-income, duration management in fixed-income, understanding that not all Dividend ETFs are built the same and many more.
Recorded on April 3, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
April is a time for spring cleaning, and as we relax this holiday long weekend it’s time to clear our minds and look ahead. On today’s podcast we welcome back Jessie Sarafian, host of our Invested in Wellness podcast and webcast, for a standing flow exercise to put our bodies and minds into the right space. Use this quick standing flow to celebrate a new season of renewal. Grab the whole family for an all-levels class to cleanse and clear our energy for a fresh start ahead.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Energy is in the spotlight today with equity research analysts Thomas Goldthorpe and Lulu Xiong. They'll speak on the global energy markets, Europe's energy supply, and other trends affecting the sector. In her research, Lulu covers midstream and uranium, as well as precious metals. Lulu notes there is really good visibility at what the uranium space will look like over the next few years, which may lead to an attractive investment opportunity. Thomas comments on the overall economic picture and how it impacts oil prices, noting the economy has slowed down so demand for oil is weaker. On the supply side it has not been as bad as expected. Among other topics covered today, they comment on the energy transition, carbon capture technology, liquified natural gas, and more.
Recorded on March 31, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
We’re joined today by portfolio manager Patrice Quirion who manages Fidelity Global Concentrated Equity Institutional Trust, for institutional investors. For retail investors, Patrice manages Fidelity Global Concentrated Equity Fund and Fidelity International Concentrated Equity Fund. Patrice explains how the fund is very concentrated with only 50 stocks. He adds it’s also very flexible in terms of geography and sector allocation, plus it spans across the market-cap spectrum to include small, medium and large caps. For him, it’s about looking for the intrinsic long-term value of businesses and what its fair value is in normal market conditions. He also comments on the recent banking sector crisis and the fall out of Silicon Valley Bank. For him the latest banking issues doesn’t affect his fund because he stays away from the US regional banking market. Although it might look like a contrarian opportunity, he says he can’t find the quality predictability level he’s comfortable with in regional banks.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Recorded on March 30, 2023.
Joining us today is portfolio manager Jeff Moore. Jeff unpacks the latest market activity from a fixed income lens, including where he sees opportunities in the months ahead. The curtains closed in March, and the markets have been putting on a busy and unpredictable performance, leaving investors on the edge of their seats. The Bank of Canada announced a rate pause, the U.S. Federal Reserve raised rates by a quarter of a percentage point, and two banks collapsed. With the markets still trying to piece together what the fall of SVB and Credit Suisse means for the bigger picture, what does it mean for you? Jeff looks at all of this and more today with host Pamela Ritchie. For Canadian investors, Jeff manages several Fidelity fixed income funds including Fidelity Multi-Sector Bond Fund and Fidelity Global Bond Fund and is based out of Fidelity’s fixed income headquarters in Merrimack, New Hampshire. We caught up with Jeff during a visit to Toronto.
Recorded on March 30, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we bring you a special one-hour episode of FidelityConnects, focusing on the 2023 federal budget, which was released on March 28th. Spending on dental coverage, a new grocery rebate, and investment in green technology are some of the big-ticket items tabled in the budget, bringing the projected deficit to 40.1 billion dollars. New tax measures, including a move to target banks with a dividend tax change, also made the final cut. Today we are proud to feature a panel of experts to break down the economic, tax, and political implications of the 2023 federal budget and what it all means for Canadians. Host Pamela Ritchie leads the discussion and is joined by David Herle, a former top advisor to Prime Minister Martin among others, and is a Principal Partner at the prominent research firm, The Gandalf Group. As well as Kory Teneycke, who is a former director of communications to Prime Minister Harper and is a co-founder and CEO of Rubicon Strategy, a full-service public affairs company. Also joining us today are Fidelity’s Tax and Retirement experts, Peter Bowen and Michelle Munro, who were in the Ottawa budget lock-up. Peter is Vice-President of Tax and Retirement Research, and Michelle is Director. Peter and Michelle advise financial advisors and their clients on complex tax issues that affect Fidelity’s investment funds and investors. Rounding out our panel is Fidelity Portfolio Manager David Wolf. David is a member of Fidelity’s Global Asset Allocation team, and a former Adviser to the Governor of the Bank of Canada.
Recorded on March 29, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Paul Ma, VP, Lead Portfolio Strategist, joins the show today to explore where we are in the business cycle and see what that means for portfolio construction. With inflation still sticky and the banking sector taking a hit, Paul discusses options investors can go to in this current market environment. He says that expensive tech companies could be a good investment as they are still seen as dependable revenue generators. Paul adds that in an environment where there is higher inflation, stocks, and bonds are highly correlated and can go down together. You need to look for asset classes less correlated with stocks and bonds. Through slides and charts, Paul explains how alternatives could be a good choice if you are looking for another asset than bonds. He says in the short term, all eyes will continue to be on inflation if that starts to cool down, that could be an environment favorable for equities.
Recorded on March 27, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
As the financial and banking sector continues to be under pressure, we speak to Institutional Portfolio Manager Naveed Rahman about what this all means for the global markets, central banks and furthermore the benefits of value investing in this type of market environment. Rahman says the Fed’s current path is a complicated one in that it is dealing with very sensitive and fragile financial conditions, especially in the last several weeks. That being said, Rahman says the underlying components of inflation are pretty robust and well above the Fed’s target of 2 per cent. So for Rahman and his team, they think inflation will gradually grind lower but will remain higher historically. Rahman addresses investors' concerns about the latest events in the markets being similar to the financial banking crisis of 2008/2009. He says although central banks are facing similar issues since that time, banks are better equipped today. Plus they are not making the same credit mistakes and bad loans that they did in 2008. Rahman says the team’s analysis suggests it’s not going to be a repeat of that time. Rahman also speaks to host Bryan Borzkykowski about how investors might position themselves in Fidelity’s Global Intrinsic Value Class during these uncertain times. Rahman says the fund focuses on two main pillars - investing in high quality companies that are consistently profitable and investing in companies that will generate their own cash in a market environment where credit markets seize up. He says the fund tries to find that perfect intersection of high-quality companies with the benefit of a lower beta profile.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
A new survey from BMO finds that Canadians believe they now need a whopping $1.7 million dollars in savings to retire. This figure is up 20% from their 2020 survey, and it comes as Canadian inflation continues to run hot. With a figure that high, is the concept of retirement as we know it archaic? And how are current retirees spending their retirement in today’s high-inflation environment?
David Cravit is today’s guest, joining Bryan Borzkywoski to discuss the post-pandemic trends impacting retirees. David is the Chief Membership Officer and Chief Marketing Officer of the Canadian Association of Retired Persons, and we’ll hear today how retirement planning for boomers has become complicated. According to David, the classic definition of retirement is over. Retirees today are living longer and wanting more out of their retirement, leading to greater cash flow needs. We have CPP, but who is going to pay for the growing demand in the future? David asks what if boomers have 30 more years to live at 65, and notes on average they are not saving enough. Among other topics discussed today, David also thinks that the boomers are going to end the healthcare debate and private health insurance is going to become a major player soon.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
David Tulk and the Global Asset Allocation team manage many funds for Canadian investors, including Fidelity Inflation-Focused Fund and the Fidelity Managed Portfolios suite. David speaks to host Pamela Ritchie about the Federal Reserve’s latest rate hike decision on the heels of a major bank takeover in Switzerland that rocked the markets this past week. David explains how the Fed’s recent rate hike of 25 basis points was tailored for the economy and that Fed Chair’s Jerome Powell’s move was all in an effort to prevent the markets from becoming unhinged. David explains at this time the GAA team is taking a defensive approach to their portfolios which means being underweight the Canadian dollar and more preference towards the US dollar.
Recorded on March 23, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
We’re joined today by Andrei Bruno, Director of ETF Capital Markets for a look at how the outcome of the recent Federal Open Market Committee meeting could affect the capital markets environment for ETF investors. Andrei speaks with host Pamela Ritchie today, and explains that lately more ETF flows have been going into fixed income relative to equities. And that investors are taking note of uncertainty and are allocating capital accordingly into fixed income. Andrei notes that investment grades and treasuries have done well, leading the pack in terms of sub sectors within the fixed income market. He also shares that defensive names are likely to be in favour this year, especially with the increased uncertainty around the banking sector. The banking sector is also discussed today by Andrei and Pamela, reflecting on the Silicon Valley Bank situation and other news.
Recorded on March 22, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
In a recent historic deal, Switzerland’s largest bank acquired rival bank Credit Suisse. This follows on the heels of the recent collapse of U.S. lenders Silicon Valley Bank and Signature Bank. Fidelity Vice President of Product Andrew Clee breaks down what this historic deal in Switzerland means for central banks around the world and what it could mean for investors. Andrew says although the market is still digesting the news in some respect, at the same time, markets have reacted. Never before has a transaction like this benefited equity holders above debtholders. In response, the 2-year treasury yield curve shifted by 8 standard deviations, an unprecedented move never seen before. Along with rallies in the 10 year, bonds are now moving the opposite direction of stocks, which is good for the 60/40. Clee also highlights now more than ever in this type of market environment, financial advice has never been more crucial. Investors should stay defensive and diversification is critical.
Recorded on March 20, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Between buying clothes via TikTok, Instagram and other apps, or flying to Europe to purchase a luxury handbag, the way consumers shop has greatly evolved. It’s not just how consumers purchase their products, but what they are purchasing and why that can offer insight into the state of the global economy. In today’s market environment, how are consumers spending their time and their money? And are higher interest rates impacting the consumer how we might think they are? Aneta Wynimko, portfolio manager of Fidelity Global Consumer Industries Fund, joins host Bryan Borzykowski today to discuss where she is seeing opportunities in consumer brands. Aneta shares how she looks for companies with strong brands that have been built over decades or even centuries. Currently, she favours companies that sell directly to a consumer. As we’re living in a world where there is a lot of noise, a lot of new products and companies, well-known brands can cut through that noise. And as consumer sentiment shifts, Aneta comments on the changes that have impacted how people spend, noting consumers are resilient and lately have increased their focus on sustainability, wellness, mental health and physical health. Aneta is also paying attention to companies who control their own inventory and also strengthen the relationship with their consumers through their own sites, and apps, and taking feedback. Also today Aneta and Bryan discuss inflation, the affordability of credit, travelling, brand loyalty, trends in China, and if there are still supply chain concerns, among other topics.
Recorded on March 17. 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Joining the show today is portfolio manager Connor Gordon. Today's uncertain marketplace has highlighted the importance of investing in high-quality names. Late last year, Fidelity launched Global Small Cap Opportunities Fund, which aims to uncover value by identifying high quality companies that are mispriced. Could a position in this space be what investors need during a time of market volatility? Connor joins host Bryan Borzykowski to discuss all of this and more, including an update on the fund and explaining why investors should be looking at small caps. From a long-term perspective, Connor is a believer in market leadership and given that the last 12 years have been led by U.S. large cap and tech stocks, a favour to global small caps could be favourable. Short term, small caps are attractively valued currently with a wide valuation spread relative to large caps. He’ll also touch on the complimentary approach achieved by Connor and co-portfolio manager Chris Maludzinski, bringing a diversity of experience from their sector coverage and Fidelity career experience. Also, the funds sell discipline and where they are finding investment opportunities globally, among other topics.
Recorded on March 16, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
It’s been a big week for market news, and in today’s FidelityConnects podcast we’re bringing you some quick insights on the big topics of the week. Jordan Chevalier, communications manager, spoke with both Jurrien Timmer, director of global macro, and Jeff Moore, fixed-income portfolio manager. Jurrien unpacks the developing Silicon Valley Bank situation, and Jeff reflects on the latest action in both U.S. and global bond markets, as well as the latest European Central Bank rate hike.These are evolving situations, please note that Jurrien’s comments are as of March 13, and Jeff was recorded on March 17, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
It’s been a rocky start to the year for real estate markets as volatility persists. A stronger job market in the U.S. and a complete return-to-office in most Asian countries are just some of the factors driving real estate. Could we see a boom in rental demand, and if so, in which sector? And what strategy is today’s guest using to be best positioned for an interest rate pivot? Steve Buller, portfolio manager of Fidelity Global Real Estate fund joins us today to discuss how he’s navigating today’s global real estate market landscape, and where he’s finding opportunities. Steve shares with host Pamela Ritchie how he takes a balanced approach to his portfolio, balancing growthy and defensive with risk-on and value. Among other topics, Steve also unpacks office real estate being affected by hybrid working. Also, trends he is seeing in leisure, lodging and business travel in both North America and internationally. As well as patterns in malls and retail real estate.
Recorded on March 16, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
The constant tug-of-war between rising interest rates and the related strength of global economies means that investors are still wondering how 2023 will shape up. Regardless of which side of the narrative resonates most with you, the potential for volatility and uncertainty remains a common agreement among many market participants. Here to discuss how he’s navigating this environment within the context of a liquid alternative strategy is Brett Dley, Portfolio Manager. Today Brett joins host Rory Poole, Director, Alternatives, to share more about his fund, Fidelity Market Neutral Alternative Fund, and how his strategy fairs in today’s market environment. He also explains what a pair trade looks like for his fund, using an example from the industrial factor. Brett also explains how his investments are one dollar long and one dollar short for a net exposure of zero, and if dividends factor into his investment decisions, among other topics today.
Recorded on March 14, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Whether you or someone you know is planning to buy a new home, or if owning your own home is a dream of yours down the road, the first home savings account or an FHSA, allows you to save up to $40,000 tax-free towards the purchase of your first home. The Federal government recently announced this new tax-free account for first-time homebuyers. To tell us all about this new initiative is David Daladouire, Director of Operations in Client Services. David discusses with host Emily Anonuevo the details of an FHSA and how it can help investors save for their first home. He also breaks down the nitty-gritty details of an account, such as the tax benefits of signing up and how long you can keep your account… which is longer than you might think!
Recorded on March 2nd, 2023.
Boost your down payment! You could win $8,000 and put it toward your first home. Learn more and enter here: https://go.fidelity.ca/FHSA-Contest
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
The fallout from Silicon Valley Bank continues to send shockwaves through the markets. The U.S. banking sector has been hit the hardest, and as we continue to assess and digest the news, we ask what lessons can be learned from the collapse of SVB. Joining us today is Fidelity Director of Quantitative Market Strategy, Denise Chisholm. With host Pamela Ritchie, Denise looks at if the SVB situation means potential opportunities for active managers. And, how this could impact central banks and their path to fight inflation, or lead to more regulatory efforts to ensure financial stability. Denise looks at how the collapse could affect other sectors and explains the differences from the 2008 financial crisis. Denise unpacks this and more including focusing on global macro variables, and the key sectors and factors to keep an eye on currently, all from her quant perspective.
Recorded on March 14, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
The fall of Silicon Valley Bank has shocked investors and the markets. SVB is the second largest bank failure since 2008, and it was quickly overtaken by U.S. and Canadian regulators. What effect will the collapse of Silicon Valley Bank have on the financial sector? And in light of this situation, is a Fed rate hike off the table? Joining us today to discuss the broader impact SVB may pose to markets, and some of the other key market drivers this week is Jurrien Timmer, Director of Global Macro. With host Pamela Ritchie today, Jurrien also looks at the upcoming CPI report, the recent action in the bond market, and if the SVB situation could affect Canadian banks, among other topics.
Recorded on March 13, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Canada’s economy added twice as many jobs in February - 21,800 to be exact. This is versus the estimated 10,000. The U.S. economy added more than 300,000 jobs in February vs. the estimated 225,000. This jobs data comes after the Bank of Canada hit its first-rate pause in a year, and follows Fed Chair Jerome Powell’s hawkish comments last week on capitol hill. Amid this key economic data, what could this signal for the Fed in two weeks’ time? And is this moment a key driver for considering a factor investing strategy? Joining host Bryan Borzykowski today to discuss all this and more is the Head of Quantitative Index Solutions, Bobby Barnes. Also today, Bobby outlines which factors he’s looking to watch in the late cycle, including High Quality, Low Vol and Momentum, and how dividends fit. They also discuss the developing story surrounding Silicon Valley Bank.
Recorded on March 10, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the program, we welcome portfolio manager Sri Tella. Sri is based out of Fidelity’s fixed income headquarters in Merrimack, New Hampshire, and for Canadian investors is involved with 12 Fidelity funds, including Fidelity Canadian Bond Fund, Corporate Bond Fund, and the fixed income subportfolio of Fidelity Inflation-Focused Fund. Sri comments on the Bank of Canada’s latest interest rate announcement calling it marginally hawkish. The BoC seemed to emphasize that rates could go higher depending on inflation. Sri says the Bank of Canada clearly remains data-dependent and it will most likely stay like that. With the announcement, there was marginal outperformance in the Canadian fixed-income rates versus the US. The overall bond market outlook shows a risk in the near term that rates continue to drift up, but Sri says fixed income will generally be attractive in this environment.
Recorded on March 9, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the program, portfolio manager Ramona Persaud joins us, as she discusses how she’s positioning herself in today’s sensitive market environment and where she is finding opportunities, specifically alpha in US equities. Ramona manages Fidelity U.S. Dividend Fund, which includes Private Pool and Registered versions, and also sub-manages several income mandates. Ramona speaks about valuations from a global perspective. She says one thing that’s stayed true is inside developed markets. The US has done extremely well so US valuations are much richer. Ramona talks about areas of potential for alpha in discretionary. She says discretionary is a middle ground zero and has been in this very inflationary time. For her, they are really interesting valuations and valuation dispersion inside of discretionary. In terms of where she is seeing discretionary opportunities, she points to the US and the UK. But she notes that when you can buy the business at a compelling valuation, a lot of those risks are already priced in. So you’re not trying to buy the stock for six months, you’re buying it for two, three plus years.
Recorded on March 7, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
The U.S. Fed and jobs data is in focus this week. We’re joined today by Jurrien Timmer, Director of Global Macro, who reflects on this new data and the biggest market movers he’s seeing right now. With host Pamela Ritchie, Jurrien unpacks how good news is now bad news on the economy. Good news means the Fed must go further in raising rates, being more likely to overtighten, and we likely get a recession. Among other topics today, Jurrien also looks at market leadership shifting, U.S. mortgages, consumer debt levels, what’s next for fixed-income, and how the overall economy has proven very resilient. Per usual, Jurrien will be sharing charts, so please head to @TimmerFidelity on Twitter to follow along.
Recorded on March 6, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, host Étienne Joncas Bouchard welcomes Fidelity Global Asset Allocation Portfolio Manager David Tulk to the show. David and the Global Asset Allocation Team manage approximately $80B in assets for Canadian Investors across more than 20 funds. This episode focuses on investing through the eyes of an asset allocator. The panel recaps a challenging 2022 as well as discusses some of the main risks and opportunities for 2023. Given the ETF focused nature of the show, David also shares the way his team incorporates ETFs into their funds as well as their approach to managing Fidelity’s Monthly High Income ETFs.
Recorded on March 2, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we are celebrating International Women’s Day - an annual global celebration focusing on women's successes, rights and advocacy. And in recognition of this special day, we are sharing two incredible and inspiring stories from Fidelity.
Today, host Emily Anonuevo sits down with two outstanding Fidelity employees, Claire Fleming an equity research analyst and Reetu Kumra, a 15-year veteran in the financial industry, director of research, and portfolio manager. Claire and Reetu share their career journeys and what it is like to work within the financial industry. They discuss the obstacles they face as a woman in finance and the career advice they would give their younger selves. They also share what it is like working at Fidelity and what makes a career here at Fidelity unique.
For more, please check out the podcast we released earlier today featuring Michelle Munro and Kathryn Black looking at research and trends regarding women and their finances, addressing the gaps in women and wealth.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the show, Michelle Munro, Director of Tax and Retirement Research, speaks about how Fidelity Investments Canada champions women issues and highlights research and trends regarding women and their finances. This is all in celebration of International Women’s Day recognized worldwide every March. Michelle is responsible for evaluating and communicating the latest tax and retirement research to financial advisors and investors. Her expertise focuese on estate planning, women and investing and of course retirement. But she also educates advisors on how to connect with female investors and how to strengthen those relationships. Michelle notes changing trends in education, work and earnings. She says changes in women in the workforce also go beyond gender diversity and extends into ethnic diversity, too.
Recorded on March 2, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
March 2023 marks one year since the Bank of Canada raised its key benchmark interest rate for the first time since 2018. The U.S. Federal Reserve followed suit shortly after. Now, one year later, juxtaposing messages from the BOC and the Fed have investors closely monitoring what a potential pause, and raise, could do to the markets. Portfolio manager Joe Overdevest joins host Bryan Borzykowski today to share his outlook on Canadian and global markets, and the sectors he is most excited about. So, are rising rates still the biggest overhang on the markets? How might lower inflation expectations play out in 2023? And are there any new trends that could shape investment opportunities? Bryan and Joe unpack all of this and more today.
Recorded on March 1, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Is inflation still a worry, did we already hit a hard landing in the market late last year and what is the Federal Reserve’s next move? These questions and more are answered in this latest episode with Denise Chisholm, Director of Quantitative Market Strategy, who shares her insights on the markets and what investors should keep an eye on in the weeks ahead. Denise speaks about inflation and further explains how government data can be a little tricky and nuanced. She says we should be looking at trends and historical data rather than any month-by-month numbers. Denise also provides an update on her top and bottom sectors right now – noting consumer discretionary is still in the top three and real estate remains in the bottom three.
Recorded on March 1, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
2022 was filled with several market disruptors. Russia invaded Ukraine, the Federal Reserve hiked interest rates for the first time since 2018, and inflation hit decade highs. These factors led to a macro-driven market environment, as investors focused heavily on where central banks were heading next. Our guests today say 2023 has already shown signs of a momentum shift, and they are optimistic that a stock-picking environment could soon be back on the table. Joining us today to break down where they are seeing long-term leaders, and how long-term leaders have changed over the last year are Fidelity’s Managing Director of Research and portfolio manager Charlie Hebard, and Quantitative Analyst and portfolio manager Michael Kim. Charlie and Mike speak with host Pamela Ritchie and reiterate the types of companies that can be found in Fidelity Long-Term Leaders Fund. They are looking for franchise stocks to hold for a 3 – 5 year investment horizon, not swapping in and out every quarter. Charlie notes that earnings are going to drive stock and they want to find names that have the potential to outperform their peer group. Mike also notes the advantages of being diversified, noting that the fund does have a large and mid-cap bias, but small-caps are attractive especially when coming out of a recession. Is one coming? Charlie and Mike also look at this and more today.
Recorded on February 28, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
February has been a volatile month for markets following a number of inflation prints. And while there are signs that inflation is coming down, it is still sticky. Our guest today is portfolio manager Don Newman who reminds us it’s important to have something to offset inflation in your portfolio. So why are dividends the best option in today’s environment? And what economic data should you keep an eye out for? Don, who manages Fidelity Dividend Plus Fund for Canadian investors, answers these questions and more, with host Pamela Ritchie today. Don also looks at what is happening in today’s markets, and what might be next from the Federal Reserve and Bank of Canada. He reflects on the journey we’ve had from record low interest rates, into the peak of the pandemic and the associated stimulus, now on to higher interest rates and having seen higher inflation. Don shares that dividends can help maintain the purchasing power of your savings, providing yield plus growth. Also, looking at earnings season today, among other topics, Don shares which sectors and industries he is finding with attractive growth, as more companies are showing negative revisions.
Recorded on February 28, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we’re joined by Director of Global Macro, Jurrien Timmer, as he discusses what’s currently moving the markets and what could be next for investors. Jurrien doesn’t expect the markets to drop to any new lows, but rather it will be in sideways-limbo pattern until it finds the “end game,” as he describes it. It’s a trend Jurrien’s mentioned before where he suggests markets this year will move in a choppy trend that he believes will bugger up both bears and bulls. Jurrien further suggests if the market is in limbo this year, it could lead to different opportunities. The market will be less robust and investors may not experience a huge return as in previous years, but he says this could pave the way for a different pool of opportunities. For example, value stocks over growth, small caps over large caps and international opportunities over US. Jurrien also talks about yield curves, bonds, and what China’s reopening could mean for global markets. Recorded on February 27, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
The PCE price index, the Fed's preferred inflation measure, rose .6% in January and 4.7% on a core year-over-year basis. The latest reading signals that inflation is not falling as expected and that the Fed might still have work to do. So where should investors go from here? Is the risk of a recession stronger than previously thought? Joining us today to discuss all of this and more is David Wolf, portfolio manager on Fidelity’s Global Asset Allocation team. David shares that the GAA team currently is focusing on the medium term, not the short term. He knows the end point of Fed tightening and tries not to get mixed up in all the noise. David and host Pamela Ritchie discuss Canadian, U.S., and global markets today. Regarding European markets, David notes that last fall everyone was worried about gas and the economy shutting down. But the weather in Europe has generally been good, leading to an uplift in markets. David also shares today that the GAA team has some defensive positioning for the long term by using the currency markets, noting that the U.S. dollar has been reliably negatively correlated with risk with equity markets.
Recorded on February 24, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the program we welcome Beau Coash. Beau is an institutional portfolio manager for fixed income strategies at Fidelity Investments. Before joining the fixed income team, Beau was global head of syndicate and primary trading for Fidelity Investments Equity Trading division. Beau speaks to host Bryan Borzykowski about fixed income investing in 2023, inflation, and where he is seeing opportunities in the market right now. Beau speaks about the excitement surrounding bond yields, specifically treasury yields. He notes treasuries are at their cheapest levels in decades. Even back in 2007, spreads were tight, so they were selling risky assets for treasuries. Beau comments that you only get a few chances to buy treasuries really cheap, so investors must act fast and be nimble and ready. He also talks about the diversification of the fixed income portfolio, and how demographics and duration impact yields.
Recorded on February 23, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
We’re joined by portfolio manager Patrice Quirion today to discuss global equities and where he is finding opportunities today. For Canadian investors, Patrice manages Fidelity Global Concentrated Equity Fund and Fidelity International Concentrated Equity Fund as well as private pool strategies. Patrice’s positioning is very much dependent on his contrarian style of investing. He looks at the fair value of a company, not necessarily on their earnings, but specifically can the company create cash flow in future years to come? He leans more towards the partsof the market that are unloved and out-of-favour. Patrice notes he’s actually finding more opportunities to buy today compared to a few years back and says there are opportunities in the cyclical parts of the market.
Recorded on February 21, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we’re joined by portfolio manager Jed Weiss who shares his thoughts on international markets and what opportunities he’s finding in today’s current market environment. Jed manages Fidelity International Growth Fund, which launched roughly 15 years ago with a Canadian version launching shortly afterwards. The fund targets companies with multiyear structural growth prospects, high barriers to entry and attractive valuations, based on earnings forecasts. The fund is a concentrated one with only 75 companies and Jed notes he is looking for companies that can maintain or even raise their price despite extremely adverse economic environments. Jed also touches upon where he sees growth opportunities including Japan and Africa.
Recorded on February 16, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
The latest CPI data out of the U.S. data showed that inflation for January came in 0.5 percent higher than last month. On an annual basis, inflation rose to 6.4 percent, slightly higher than the 6.2 percent widely expected by economists. U.S. treasury yields are climbing on the news, with the rate-sensitive two-year Treasury yield approaching the highest level since November. Today we ask if the idea of a soft-landing is still on the table? And where should you consider adding exposure in this environment? Fixed income portfolio manager Jeff Moore sits down with host Bryan Borzykowski today to unpack these questions and more, including providing his insights on fixed income investing for the short and long term, and to share where he is adding and reducing exposure in his funds. For Canadian investors, Jeff manages several fixed-income funds including Fidelity Multi-Sector Bond Fund, as well as ETFs, and mandates for institutional clients. Jeff and team believes peak inflation happened in the second half of 2022, and he also notes if there is a hard landing treasuries will do better than corporates, which is something the team is keeping an eye on for their portfolios. Among other topics, Jeff reflects on bigger global market trends, and trends in the institutional pension fund industry in the U.S.
Recorded on February 15, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Director of Quantitative Market Strategy Denise Chisholm is back on the program to lay out the economic factors driving the markets and what sectors to watch for in the global markets. Firstly, Denise tackles the ongoing recession narrative. For quite some time, her stance has been that the market has already priced in a recession. Now, she says we are in a soft landing even a no-landing recession based on historical data. She goes on to say that the consumer doesn’t gradually walk into a recession, there has to be a shock to the system and she believes we felt that shock in 2022 with the oil situation and rate hikes. Now, in 2023 we have stimulus from oil and rates are going higher, but at a slower lift. And she says the factor that nobody is looking at is that inflation is already coming down and that didn’t happen in past recessions. Denise believes the narrative for 2023 will be the stimulus around the disinflation. Denise also notes the top three sectors to keep an eye on are consumer discretionary, metals and mining and industrials. The bottom sectors in her mind are real estate and staples.
Recorded on February 15, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
For today’s episode we welcome back Jessie Sarafian, host of our Invested in Wellness podcast and live webcast series. We’re taking a break from our usual content today and encourage you to stand up and stretch with this 10-minute exercise. Join Jessie as she guides you through a series of movements standing up. We will focus on balance and posture ensuring we stand proud and tall as we go about our daily life. Perfect for all levels. For more from Jessie, make sure to subscribe to her podcast “Invested in Wellness” or tune in to her live webcast on Monday’s at 12:30 pm eastern. Fidelity.ca/TheUpside for more information.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Portfolio manager David Way’s Fidelity Long/Short Alternative Fund was launched in October 2020 and seeks to capture alternative sources of alpha and expand the portfolio beyond traditional mutual fund solutions. David discusses current market trends and explains how liquid alternatives may fit into a client’s portfolio. He talks about the fund’s structure - how it's designed as 130% long and 30% short. David is very much focused on North America. For example, on the short side of his fund, the focus is titled more towards the US with an average holding period of six to twelve months. David also touches upon his investing approach, which is a flexible one. With over 15 years of industry experience, he says he’s comfortable in both value and growth situations. He notes his goal is to deliver good client value and experience despite market conditions.
Recorded on February 14, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Director of Global Macro, Jurrien Timmer is back on the program to provide his thoughts and insights on the markets. Jurrien discusses a variety of topics including the Fed and its stance on rate hikes, how reported earnings are affecting the markets, and what he thinks about a market correction and possible recession. Jurrien believes 2023 will be a base-building year, a trading range year where everyone will have frustrations. He says the Fed is sticking to its guns and is adamant about getting properly restrictive in order for inflation to come down specifically to 2.5%. So the question is whether the interest rate of 5% is peak for the Fed or will that number go higher. Jurrien also unpacks the topic of commodities, meme stocks, and overall liquidity.
Recorded on February 13, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
U.S. and Canadian markets have continued rallying in February, continuing the green seen in January. With several large cap companies continuing to cut their workforce, what could this signal about future earnings? Which sectors should you keep an eye on for further growth? Also what is next for crude oil, copper and precious metals? Joining Bryan Borzykowski today to explain his investing method, and where to consider your next position in North America, is Fidelity North American Equity Class portfolio manager Darren Lekkerkerker. In addition to North American Equity Class, Darren also co-manages Fidelity Global Natural Resources Fund, and manages the equity sub-portfolio of Fidelity Canadian Balanced Fund, among others. Darren shares today that he has a high-quality investing style, investing in companies that have the potential for a high return on invested capital, and rising return on investment capital. He’ll also touch on the typical Canada/U.S. split in his fund. This year, Darren is keeping an eye on good companies that under-performed in their earnings last year because of high inflation, as well as companies that are high-growth areas such as tech, who had large drawdowns and are ready to rebound after changing their business culture through restructuring or reducing costs. Darren also notes that he hopes there will be more focus on individual company fundamentals overall this year, rather than macro headlines. Darren and Bryan also discuss opportunities in Canada’s energy sector, the appeal of rail companies, and what he’s hearing from companies in the many daily meetings he has, among other topics.
Recorded on February 9, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we unpack the likelihood that inflation in Canada will fall as expected, and which sectors of the Canadian marketplace look positive in the near-term. Host Pamela Ritchie speaks with Max Lemieux, portfolio manager of Fidelity True North® Fund, a Canadian equity fund that seeks to invest in companies that are expected to grow over the long term and that are trading at reasonable valuations. Bank of Canada Governor Tiff Macklem spoke recently in Quebec City and reaffirmed that no new rate hikes will be needed if inflation falls as expected. Meanwhile in Washington, Fed Chair Jerome Powell said that further rate increases are ahead, after January’s extraordinarily strong jobs report. Max shares if this news will impact his investment thesis. He also reflects on the diversity within Canadian markets, noting that the market is more diversified now than in the early 2000’s, with energy and resources now not even 30% of the market. Max also shares that each sector and each stock has its own characteristic, and each stock will have its own bottom before or maybe after the market has reached its own bottom. This reaffirms that it’s the portfolio managers job to take a detailed look at all earnings and data, and then determine whether a stock is very close to its bottom or peak. Max and Pamela also discuss recession probabilities, private markets, and housing in Canada, among other topics.
Recorded on February 8, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
The latest jobs report out of the U.S. came in much stronger than expected, continuing to show just how resilient the U.S. economy is. And as market participants analyze the recent string of economic reports for guidance, some economists aren’t so sure the outlook is as sunny as anticipated. With market uncertainty lingering, it’s important for investors to stay vigilant as they navigate uncharted waters. Though inflation is falling, will it fall as quickly as central banks are hoping for? And which asset classes or regions may offer opportunity in 2023? Today we’re joined by portfolio manager David Tulk, to answer these questions and more. David is part of Fidelity’s Global Asset Allocation team, which manages several multi-asset funds for Canadian investors, including the Fidelity Managed Portfolios suite. With host Bryan Borzykowski, David dives into where inflation could settle. He believes based on various data points that we have hit peak inflation, so now will it settle at a friendly 2% level, or above the Central Bank’s target? Among other topics today they unpack if we’re going into a recession, and how the traditional 60/40 portfolio continues to live, but what should go into the ‘40’ is the bigger question.
Recorded on February 7, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Portfolio Manager Jeremy Podger joins us on the program to discuss how to navigate the global marketplace. Jeremy manages the Fidelity Global Fund which aims to uncover potential investment opportunities among high-quality businesses, undervalued securities and companies undergoing positive change. So far this year, he sees a positive outlook for global markets. He notes in this fund, he has come back full-circle to being overweight in Europe and Japan. He’s throwing some caution into communication and tech, but he says positive things for healthcare and financials. China's reopening is good for the fund especially in the luxury goods sector. Jeremy also discusses European Central Banks, and how he’s looking at emerging markets.
Recorded on February 7, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
The bull versus bear debate has heated up following recent U.S. employment numbers and market rally. Will these recent employment numbers prompt an even more hawkish Fed? Are some of the leading market indicators painting a clear runway for stocks or have stocks gotten ahead of themselves? Joining us today to unpack these questions and dissect some of the different scenarios within this, the key economic and macro themes, is Jurrien Timmer, Director of Global Macro. Jurrien speaks with host Pamela Ritchie and looks at earnings season which has seen 70% of companies beaten estimates so far, a fairly typical number according to Jurrien. But they’ve beaten estimates by an average of 1.3% which is a little weaker than normal. The topic of a possible recession is also centre-stage, with Jurrien noting that the manufacturing side of the economy is already in a recession, but it is only one tenth of the economy. Also unpacked today is the fluctuating global currencies seen of late, specifically Japan and the UK in 2022. Per usual Jurrien will share some slides so please head to @TimmerFidelity on Twitter to follow along.
Recorded on February 6, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On today’s show, ETF strategist Etienne Joncas-Bouchard shares his thoughts and insights on the ETF landscape for 2023 and explains what factors could thrive in the first half of the year and beyond. He says to keep an eye on international equity markets, as this category saw inflows of about $500 million and it is a category he believes is underappreciated. He says it will be interesting to see how it continues in 2023. He adds movement with yields and the bond market will be something to watch for this year, as well as ESG ETFs. Étienne also touches on the benefits of Fidelity All-in-One ETFs and what factors to consider in this type of investment approach. He says the All-In-One ETFs provide very broad exposure with 2,500 holdings and a fully diversified solution and strategic outlook.
Recorded on February 3, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the program, we welcome Institutional Portfolio Manager Ruthann Pritchard. She discusses why the Fidelity ClearPath portfolio may be a right fit for investors and how it could provide a good investment mix. ClearPath is a multi-asset portfolio that consists of 14 suites which help target investors’ retirement, and their children’s post-secondary education and future goals. With our current market environment and the volatility we experienced in 2022, Ruthann notes ClearPath could provide a steady and value-based approach to your investments on a long-term basis.Recorded on February 2, 2023
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Joining the show today is Hugo Lavallée, portfolio manager, who will share his views on investing in both Canadian and global equities, and discuss the latest market developments. Hugo is known for his contrarian investment style, and today he’s going to talk about what that means for his three funds and where he’s finding opportunities to support these strategies. Those three funds are Fidelity Greater Canada Fund, Fidelity Canadian Opportunities Fund, and Fidelity Climate Leadership Fund. Today’s podcast is a recorded feature session from Fidelity Canada’s Vision 2023 event. We’ll first hear a short presentation from Hugo, followed by a Q&A with host Pat Bolland. For Hugo, investing against the grain has paid off and we’ll hear his thoughts on 2022’s market environment and recent earnings season while looking ahead to what may be next in 2023. Hugo’s unique contrarian investment style focuses on out-of-favour stocks or situations he believes may improve over the next two or three years. Hugo also identifies that with volatility comes opportunity. He preaches patience and maintains a focus on one’s long-term goals. Also today Hugo notes which geographical regions and specific sectors are of interest to him currently.
Recorded on January 31, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On today’s podcast we’re featuring portfolio manager Mark Schmehl, sharing his appearance at Fidelity’s Vision 2023 event with you, that was held recently in Toronto. For Canadian investors, Mark manages Fidelity Special Situations Fund, Canadian Growth Company, and Global Innovators, and today with host Pat Bolland we’ll hear Mark’s thoughts on the current market environment and how he is positioning his funds for 2023 with both offence and defence. Also, as there are continuing headlines surrounding inflation and tapering, we’ll hear if this changes Mark’s market outlook. Mark believes that despite continued volatility in global markets, visibility has improved compared with six months ago, with more clarity now on central bank actions and the state of the economy. Looking ahead, Mark believes it is important to analyze companies with a long-term perspective, looking beyond 2023 and focusing on what earnings could look like in a more normalized environment. Against this backdrop, Mark is spending a lot of time looking at long-term secular growers that he believes present good risk/reward profiles over the long term. We’ll hear more about which specific opportunities he is excited about. Mark and Pat also take a few questions from the audience.
Recorded on January 31, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On today’s podcast we’re featuring portfolio manager Dan Dupont’s appearance at Fidelity Canada’s Vision 2023 event that was held recently in Toronto. Since joining Fidelity in 2001 as a research analyst, Dan has gone on to manage several mandates including: Fidelity NorthStar Fund - alongside Joel Tillinghast, Morgen Peck, Sam Chamovitz and Kyle Weaver, Fidelity Canadian Large Cap Fund - a value-oriented large cap strategy, and Fidelity Global Value Long/Short Fund - a value oriented all-cap strategy that features both long and shorting opportunities. Dan speaks with host Pat Bolland today, and reflects on a number of topics including how his investment style of aggressive patience faired during 2022 and throughout his overall tenure. Also, a look at how Canadian Large Cap Fund has captured less than half of the market downside during Dan’s tenure, what kinds of opportunities he looks for when shorting companies, and how macro narratives such as inflation and monetary policy could impact his positioning. Overall, Dan is constantly looking to build a portfolio of stable companies that aren’t as impacted by unpredictable macro developments and trading at cheap valuations in relation to the sustainable free cash flow they generate. Additionally, Dan and Pat field questions from the live audience. Please note, you will hear references to a few slides displayed to the in person audience.
Recorded on January 31, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we’re featuring portfolio manager Connor Gordon’s appearance at Fidelity Canada’s Vision 2023 event – held recently in Toronto. With host Pat Bolland, Connor dives into the big opportunities available in global small caps, and why investors should think about incorporating exposure to global small caps in their portfolio. In September 2022, Fidelity Canada launched a new fund: Fidelity Global Small Cap Opportunities Fund, managed by Connor and Chris Maludzinski. This fund may be new to the public, but it builds off the success of a similar institutional strategy that Connor and Chris have been managing since 2019. The fund looks for mispriced investment opportunities where the market has under-reacted to positive change or over-reacted to negative change. Connor reflects on today’s market environment and shares more details about the fund’s strategy, while also taking questions from the live audience.
Recorded on January 31, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Inflation, recession fears, and the optimal stocks and bonds balance in one’s portfolio are top of mind for investors in 2023. Who better to address this and more today than Fidelity’s Global Asset Allocation team? On today’s podcast, we’ll hear from portfolio managers David Wolf, David Tulk, and institutional portfolio manager Ilan Kolet. Their working relationship extends well beyond their tenure at Fidelity – the three of them met years ago while working at the Bank of Canada. Today, the GAA team manages nearly $80 billion in multi-asset funds for Canadian investors, while the overarching Fidelity GAA group manages $200 billion. Today the team sits down with host Kelly Creelman, SVP Products and Marketing, to dive into who they are, and what they manage, and touch on the topics on the minds of investors today. 'What they manage' includes the Fidelity Managed Portfolios suite of funds. We’ll hear about the similarities and differences between the products, including how to determine which product is the right fit for you. Today’s podcast was recorded in front of a live audience during Fidelity Canada’s Vision 2023 event. The panel also fields questions from the audience. Please note you will hear references to a few slides displayed in the room.
Recorded on January 31, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we’ll hear from Ramona Persaud and Denise Chisholm. Ramona is a Portfolio Manager who manages several dividend strategies available to Canadian investors including Fidelity U.S. Dividend Fund. Ramona focuses on downside protection while still delivering strong risk-adjusted returns. Denise is the Director of Quantitative Market Strategy and is responsible for the research of Fidelity’s portfolio construction strategies. Throughout her over 20 year career in financial services, she’s mastered the use of data in uncovering investable insights as an analyst, portfolio manager, sector strategist and now as Director of Quantitative Market Strategy. Denise shares how her insights are used by the portfolio management team. Ramona and Denise join moderator Kelly Creelman, SVP Products and Marketing, to share how they think the markets are shaping up for 2023 and the key factors they’re keeping an eye on going forward. We’ll also hear Ramona and Denise’s thoughts on various sectors including energy, and their comments on various geographical areas including the U.S., and emerging markets.
Recorded on January 31, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On today’s podcast, we’re bringing you fixed income portfolio manager Jeff Moore’s appearance at Fidelity Canada’s Vision 2023 event, which was held recently in Toronto. Jeff joined Fidelity in 1995 and has been managing portfolios since 2000. For Canadian investors, he manages a number of strategies including Fidelity Tactical Credit Fund, Multi-Sector Bond Fund, Investment Grade Total Bond, Global Core Plus Bond ETF, and NorthStar® Balanced, among many others. Jeff sits down with host Kelly Creelman, SVP Products and Marketing, to share his thoughts on the challenging fixed income environment we saw in the last couple of years and how he’s positioning for 2023 and beyond. This includes looking at what’s next from the U.S. Federal Reserve and other central banks, how investors could approach investing in uncertain times, and how Jeff and his colleagues stress test their portfolios.
Recorded on January 31, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Director of Global Macro, Jurrien Timmer is back on the program to provide his weekly thoughts and insights on the markets and give his breakdown of key macro themes. Jurrien states that just because the S&P broke a downtrend line, it doesn’t necessarily mean that a new uptrend is in place. Basically, this doesn’t tell us anything about whether the next bull market is underway. Jurrien says his outlook for 2023 so far is that the market will continue its post-COVID price discovery journey in a choppy, sideways fashion that will frustrate both bulls and bears alike. In this episode, Jurrien also discusses other topics including quantitative tightening, the debt ceiling and emerging markets.
Recorded on January 30, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
The Bank of Canada has raised their benchmark interest rate by a quarter of a percentage point to 4.5% - the highest it’s been since 2007. This is the eighth consecutive interest rate hike for the Bank of Canada, but Governor Tiff Macklem signalled that it might be the last hike of the cycle. One of the most significant announcements by the Bank of Canada in their policy report is that they are confident in bringing inflation down to the target of 2% by 2024. We’re joined today by renowned economist Don Drummond to unpack if this timeline is advantageous. Also, to see what this 25-basis point rate hike means for housing, markets, consumer spending and the real economy. Don has held several senior roles at the Federal Department of Finance, including Associate Deputy Minister, where he was responsible for economic analysis, fiscal and tax policies. He later served as Senior Vice President and Chief Economist at TD Bank and is currently Fellow-in-Residence at the C.D. Howe Institute. One key takeaway today that Don shares with host Pamela Ritchie are that inflation has peaked and should continue dropping under 6% year-over-year as we get into this spring. Stay tuned for all of this and more.
Recorded on January 26, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Fixed income markets are off to a promising start this year after facing their worst-ever year on record in 2022. Last week, the 2 and 10-year Treasury notes fell to a four-month low following weaker economic data, and now all eyes will be on the Fed’s next rate move to see how it will impact bond yields once again. So, will rates remain elevated? And what are some scenarios at play in a higher rate environment? Joining us today to discuss scenario analysis across a range of fixed income sectors in 2023 is Fidelity Quantitative Analyst, Stacie Ware. Based in Fidelity’s fixed income headquarters in Merrimack, New Hampshire, Stacie works closely with the Tactical Bond, Core and Core Plus teams on asset allocation and risk management. In speaking with host Pamela Ritchie, Stacie shares how she and the team are constantly recalibrating models as more data comes in on inflation and other macro variables and projections. They use a propitiatory risk model with 5000 simulations conditioned on the VIX, both current and forward, which shows them how various models relate to future outcomes for Fidelity fixed income portfolios.
Recorded on January 25, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
It’s been a choppy start to 2023 for U.S. equity markets, as signs of cooling inflation and slower growth has left investors wondering what’s next. With recession fears still looming, investors may want to consider a defensive, options-based equity strategy that could hedge against potential market declines. And now investors have the opportunity to do just that, with the all-new Fidelity SmartHedge™ U.S. Equity Fund. Joining FidelityConnects today to introduce Fidelity SmartHedge™ U.S. Equity Fund are Portfolio Manager and Derivatives Analyst Eric Granat, and Investment Product Vice President Tim Callahan. Eric and Tim join host Pamela Ritchie to explain how this fund may complement an investor's existing investment portfolio and address why might financial advisors want to consider this strategy now. Fidelity SmartHedge™ U.S. Equity Fund aims to achieve long-term capital growth, investing primarily in equity securities of some of America’s largest companies. The Fund uses an options-based derivatives strategy to hedge market exposure to help mitigate downside risk while providing upside participation. Eric manages the fund, alongside Zach Dewhirst, and Mitch Livstone, and also leverages Fidelity’s global research network and investment expertise.
Recorded on January 24, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Director of Global Macro, Jurrien Timmer joins us on the show to provide his weekly thoughts and insights on the markets. Jurrien explains how the market could be looking at a mild contraction but quickly followed by a robust recovery. He points to the inverted yield curve and what its pattern is telling us about a potential recession, and the behavior of the markets. With China set to reopen, he says it will be interesting to see how that will affect global markets and create cross currents in an otherwise negative outlook from the yield curve and by extension by earnings. Jurrien also discusses other topics including the debt ceiling, a potential recession this year, and what the earning season is telling us so far in 2023.
Recorded on January 23, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Portfolio manager Alex Gold is on the program today to discuss Fidelity Global Health Care Fund, what themes he’s focused on for 2023 and how he’s positioning the fund this year. Alex says healthcare stocks have shown resilience in 2022 and he expects this trend to continue. He says he’s focusing on good quality businesses in the fund and is currently overweight in science tools and medical devices. He explains the fund is a good mix of defensiveness with companies like big pharma and health insurance industries. Other topics touched upon include supply chain issues, inflation, and what sub-sectors could benefit from the industry’s ongoing challenges.
Recorded on January 20, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, host Étienne Joncas Bouchard welcomed recurring guest Andrei Bruno to the show. Andrei is Director, ETF Capital Markets at Fidelity Canada. In this episode, our panel breaks down all the notable ETF industry trends of the past year. 2022 brought approximately $35B in net creations, good for the third-best year in history following only 2021 and 2020. Some of the key topics discussed include the resilience in fixed-income flows, the slowdown in interest for crypto ETFs, Dividend stocks making a solid return as the equity factor with the most inflows, and more. The panel also wrapped up the conversation with a brief outlook of potential emerging trends for 2023.
Recorded on January 18, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Jurrien Timmer, Director of Global Macro, joins us again on today’s podcast. The U.S. Federal Reserve has been working hard the last year to tame inflationary pressures while avoiding a recession; a term known as a “soft landing.” Now, after one year of seven consecutive rate hikes, and six straight months of cooling inflation, are the dreams of a soft landing close to reality? And has a soft landing already been priced into the markets? Jurrien Timmer unpacks all of this and more today, with host Pamela Ritchie. Per usual Jurrien’s views will be supported by his in-demand charts, so please head to @TimmerFidelity on Twitter to follow along.
Recorded on January 18, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Director of Quantitative Market Strategy Denise Chisholm is back on the program sharing her insights and thoughts on what factors are driving the markets and what economic indicators she’s keeping an eye on. Denise says inflation will still be an important topic this year and adds that investors need to be open-minded and that maybe all bad news about inflation is more likely in the rearview for the markets rather than staring us in the face. Denise says she’s finding relative valuation as an important predictor of what works within equities and actually equities overall relative to bonds. She adds parts of the market are deeply overvalued like software and tech, but as an investor, you aggregate those things together with areas of the market that are deeply discounted. She lists the top three sectors as materials and consumer discretionary, financials, and industrials and the bottom three, is consumer staples and utilities, real estate, and tech.
Recorded on January 17, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today on the show, Matt Siddle, portfolio manager of Fidelity Europe Fund, joins us to discuss the latest market movements in Europe, and where he is finding opportunities in 2023. Matt provides an outlook on the overall European Economy and how he’s positioning his fund based on the latest movements. He says one key item he’s keeping an eye on is natural gas. He says the tailwinds and issues of 2022 are gone as governments are now sourcing gas from other places, however; even with the rise in optimism, he says the economic environment in Europe will be tough in the next six to twelve months. Matt says the mood in Europe has improved, but data indicates the economy is starting to slow - data, job numbers and temporary staffing roles have contributed to the slowing economy. For him, he’s optimistic about the medium outlook for the next three years view however the next six months will be tough. For opportunities right now, Matt is focusing on businesses that are less volatile, less cyclically at risk and have cheap valuations.
Recorded on January 13, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Lunar New Year kicks off this weekend for a week-long celebration, and for the first time in nearly three years, mainland China is opening its borders to Hong Kong, allowing loved ones to celebrate together. This move comes following the Chinese government’s pivot last month, announcing they would be rolling back their covid-zero policies, despite rising covid numbers. So. as the world’s second-largest economy begins to re-open, how optimistic should investors be? Fidelity Investment Director Catherine Yeung, who is based in Hong Kong but joins us today from London, speaks with host Pamela Ritchie to discuss what the year of the rabbit could have instore for investors and the markets. Also today Catherine looks at valuations, interest rates impact on the value vs. growth debate for Chinese stocks, Chinese travel both domestic and international, and the reopening trade. This includes reflecting on current status of covid in China, with Catherine also noting the differences between urban and rural settings where access to aide is different.
Recorded on January 13, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we welcome Andrew Marchese, Chief Investment Officer and Portfolio Manager at Fidelity Canada. Andrew provides his outlook and insights into the market landscape for 2023. He says the big story last year was rising inflation. For 2023, the story will be the manifestation of inflation. He adds that 2023 will be all about homework. He explains that now is the time to do your research on a micro level. If the homework is done properly, we’ll be ready for a new economic cycle. Andrew says the market will ebb and flow this year and even though headlines will sound bad, there are always opportunities if you look hard enough. Andrew says he’s looking out on a multi-year horizon rather than what will happen in the next three to six months.
Recorded on January 12, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
We’re bringing you a special episode of FidelityConnects today, welcoming back Jessie Sarafian, host of our "Invested in Wellness" podcast and live webcast series. The start of a new year is an ideal time to reflect on your future aspirations and goals for the year. Today Jessie will lead us through a manifestation meditation to clear our minds and prepare for the year ahead. For more from Jessie, subscribe to her podcast “Invested in Wellness” or tune in to her live webcast on Mondays at 12:30 pm eastern. Fidelity.ca/TheUpside for more information.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Joining us today to discuss how he sees the technology sector panning out in 2023 is HyunHo Sohn, Portfolio Manager of Fidelity Technology Innovators Fund. In December 2022, HyunHo was named Mutual Fund Manager of the Year by Investment Executive magazine. It was a turbulent year for the tech sector in 2022. Soaring inflation, higher interest rates, and fears of a recession daunted consumers and investors, leading to mass layoffs within large-cap companies, and a market downturn that saw the Nasdaq 100 finish 32% lower on the year. Should investors be more optimistic about a tech bounce back in 2023, and what are some of the macro stories that could help or hinder tech this year? HyunHo answers these questions and more today with host Pamela Ritchie. HyunHo also comments on tech valuations, noting valuations are attractive right now, and his decisions are driven by focusing on company fundamentals with a long-term view. Also, how much are these valuations and fundamentals being controlled by macro variables. A few other topics touched on today include cybersecurity, mergers and acquisitions, and e-commerce trends.
Recorded on January 12, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
We’re joined today by Joe Overdevest, Director of Research and Portfolio Manager, for a look at the Canadian market across sectors, and how rising rates could impact the markets this year. Central bankers from around the world gathered in Sweden this week to discuss the health of the global economy, including a focus on climate change and the green transition. Investors are looking ahead to the next Federal Reserve interest rate decision on February 1, and wondering what moves are next. Investors are also pondering what big themes to look out for in 2023, which Joe unpacks today with host Bryan Borzykowski. Joe also shares his thoughts on where he sees energy going this year, housing and mortgages, and earnings expectations for 2023, and will detail which conferences the Fidelity portfolio managers and research analysts have been attending lately.
Recorded on January 10, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Early January’s jobs data out of the U.S. showed a smaller-than-expected increase in wage growth and a soft reading on service-sector activity for the month of December. The data came just days after the release of December’s FOMC minutes, which highlighted that the Fed is on track to keep rates high. But just how high will policy interest rates have to go? How is Fidelity’s Global Asset Allocation team responding to the current economic and monetary policy environment within their multi-asset class funds? To offer his insights on all this and more, we’re joined by Ilan Kolet, Institutional Portfolio Manager. Ilan notes that wage growth remains exceptionally robust in Canada and the U.S. – which leads to higher prices for goods and services passed on to the consumer. They also discuss inflation’s effect on the traditional 60/40 portfolio, with Ilan drawing comparisons between 2022 and the 1970s environment. He shares that commodities do well in the presence of elevated inflation. The Fidelity Inflation-Focused Fund was positioned in commodities throughout 2022. On the topic of positioning, we’ll also get an update from Ilan on the Fidelity Managed Portfolios, which includes some defensive positioning currently. Another key takeaway is Ilan noting that 2023 is an important year to closely follow Central Bank communication. More on this and more coming up.
Recorded on January 9, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Joining us today for a look at the global markets is Jurrien Timmer, Director of Global Macro. Today with host Pamela Ritchie, Jurrien touches upon many topics including currency issues, China’s potential reopening, and how emerging markets will fare this year. Jurrien explains the importance of not getting caught up in the short-term moves in the market because ultimately it comes down to earnings and liquidity. He says his sense is that 2023 will be a year of frustration both for the bulls and the bears. He also adds that emerging markets may be the rising star this year led by China’s reopening after a zero-COVID policy environment. Per usual Jurrien will be sharing his charts so please head to @TimmerFidelity on Twitter to follow along.
Recorded on January 9, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Portfolio manager Brett Dley joins host Rory Poole to discuss Fidelity Market Neutral Alternative Fund. Brett talks about the diversification benefits that alternative investing brings to the table and why one should consider a long-short strategy. Brett explains the way he invests in this fund is by relative value investing. He doesn’t focus on the direction of the underlying market or asset class, rather he focuses on identifying situations where there are discrepancies between valuations and fundamentals. The aim is to have returns come strictly from stock vs. stock as they don’t have any market or style biases. Furthermore, he focuses on fundamentals and asks “has anything changed? Is my thesis incorrect? If nothing has changed, Brett maintains his conviction. In addition to his investment strategy, Brett discusses his thoughts on long and short positioning in 2023 and underlying themes and trends in health, tech and consumer discretionary.
Recorded on January 6, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today portfolio manager Ayesha Akbar joins us on the program to share her insights on how to navigate the global markets in 2023. For Canadian investors, Ayesha manages Fidelity Global Asset Allocation Fund. Ayesha says inflation will still be top of mind for many investors this year with energy and food prices the main drivers behind the ongoing inflation story. In terms of asset classes, Ayesha is leaning more toward bonds as she is not ready to put her focus on equities just yet. For her, 2023 is a mixed picture so far and her focus will continue to be on the U.S. Fed’s moves, the labour market in the U.S. and upcoming jobs and employment data.
Recorded on January 5, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On today’s show we’re shining the spotlight on ETFs with Vivian Hsu, Reetu Kumra and Meghan Chen. Our panel of ETF experts speak with host Pat Bolland, for a discussion that was recorded in front of a live audience at our December Focus 2022 event. Vivian is Director of Product Innovation – responsible for developing Fidelity Canada’s ETFs, Alternative, and ESG product strategy. Reetu, Analyst and Portfolio Manager, manages components of Fidelity Canadian Disciplined Equity Fund, as well as Fidelity Advantage Ether ETF and Advantage Bitcoin ETF. Meghan, Digital Assets Strategist, is responsible for research and development of our alternative products. Fidelity has been rounding out its product shelf with innovative new strategies, including our all-in-one ETFs and digital assets. Today the panel provides an overview of these products, reflects on the past year, and shares what they’re expecting from the ETF industry in 2023.
Recorded on December 9, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Andrei Bruno, Director, ETF Capital Markets, joins us for a look at what may be on the horizon for capital markets in 2023. With host Pamela Ritchie today, Andrei reflects on this business cycle which has moved much faster than typical cycles. Andrei and Pamela also discuss what’s next from the U.S. Federal Reserve, the overall inflation story and if the traditional 60/40 portfolio is back. They’ll also look at earnings throughout 2023, Canadian real estate including if there is potential for higher mortgage defaults, Europe, ETF flows in 2022, and more. For more on the topic of 2022, ETF flows you can also listen to Andrei’s discussion with Etienne Joncas-Bouchard on our Fidelity ETF Exchange podcast that was released on January 2.
Recorded on January 4, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Joining us today for a look at the global markets and what to keep an eye out for in 2023 is Jurrien Timmer, Director of Global Macro. Today with host Pamela Ritchie, Jurrien touches upon many topics including inflation, the bond market, value versus growth, and China. Jurrien believes we won’t dip into a recession unless the consumer stops spending and people start losing jobs. He says if it does happen, a recession will come in the second half of the year. He adds the energy sector will continue to be a secular outperformer as well as commodities in general.
Recorded on January 3, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
We’re joined today by Connor Gordon, co-manager of the new Fidelity Global Small Cap Opportunities Fund, which was launched in September 2022 for Canadian investors. The fund may be new to the public, but it builds off the success of an institutional version of the fund, that Connor and Chris Maludzinski have been managing since 2019. Connor shares the funds strategy and the appeal of global small caps with host Pat Bolland today. A key takeaway is that this fund focuses on two types of mispricing targeting both high-quality growth at a reasonable price and value stocks with a catalyst for improvement. Rather than being labeled as a growth or value fund, their style encompasses both. Prior to his portfolio management responsibilities, Connor joined Fidelity in 2009 as a research analyst covering the industrial, tech and healthcare sectors, and managed the corresponding components of the Fidelity Canadian Disciplined Equity Fund. From 2013 to 2019 he was a generalist analyst with responsibilities across all sectors and geographies with a focus on small- and mid-cap securities.
Recorded on December 9, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
The team behind Fidelity Global Intrinsic Value Class are today’s FidelityConnects podcast guests. Salim Hart, who initially joined Fidelity as a quantitative analyst, co-manages the fund alongside Morgen Peck and Sam Chamovitz. The three of them speak with host Pat Bolland today to share their thoughts on the markets, provide a fund update, and to discuss the transition of Morgen and Sam being added to the fund last year, leading up to portfolio manager Joel Tillinghast’s upcoming retirement in late 2023. They’ll also reflect on how the fund is designed to navigate challenging market conditions, and share where globally they are finding cheap and high-quality companies these days, among other topics.
Recorded on December 9, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
In this episode of the Fidelity ETF Exchange – powered by FidelityConnects, host Étienne Joncas Bouchard and guest Andrei Bruno, Director ETF Capital Markets at Fidelity Canada, sit down to recap all things fixed-income for 2022. With more than $13B in net inflows this year, fixed-income ETFs showed resilience despite the very challenging year from a performance standpoint. Some of the key topics discussed by our panel today include ETF flows by category, the impact of rising interest rates on various fixed-income sectors, as well as an outlook on some of the potential opportunities for 2023.
Recorded on December 15, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Since joining Fidelity in 2002, portfolio manager Hugo Lavallee has held an impressive track record. For Canadian investors Hugo manages Fidelity Greater Canada Fund, Canadian Opportunities Fund, and Climate Leadership Fund. Hugo is known for his contrarian investment style, and today he’s going to talk about what that means for his three funds and where he’s finding opportunities to support these strategies. He’ll also explain the difference between a value investor and a contrarian, share his thoughts on this past earnings season, global macro influences, and climate, among other topics.
Recorded on December 8, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
There are still a lot of question marks around inflation and earning expectations in 2023. Portfolio Manager Ramona Persaud joins us today to provide her insights on dividend investing and what she sees in store as we enter the new year. For Canadian investors Ramona manages Fidelity U.S. Dividend Fund, and also sub-manages several mandates including Global Dividend Fund, as well as private pools. With host Pamela Ritchie, Ramona reflects on markets in 2022, looks at valuation in 2023, and shares which sectors and regions are currently appealing for dividend investing, among other topics.
Recorded on December 19, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
2022 was a rough year for investors, particularly in the equity and bond markets. But certain segments of the ETF market thrived, outperforming other asset classes. So what does this say about ETFs as an investment vehicle? And what ETF trends should advisors look out for in 2023? Joining us today to discuss where we are now in the market cycle, and for an update on Fidelity’s ETF lineup including the All-In-One ETF’s is Etienne Joncas-Bouchard, ETF Strategist. Etienne joins host Bryan Borzykowski to unpack the various factors including low volatility, value, high quality and more as we wrap up 2022 and look ahead to 2023. Etienne also shares how he’s seen investors use ETF investments during this year’s volatile markets, especially cash alternative ETFs which have seen approximately $7 billion of flows this year.
Recorded on December 16, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Director of Quantitative Market Strategy Denise Chisholm is back on the program discussing recent data that may affect your portfolio and where advisors might want to look for opportunities in today’s market. Inflation is still the top story as we close out the year and look ahead to 2023. Denise points out the position of central banks and how their rhetoric may have caught the market off guard with their hawkish approach. Investors may want to base their decisions not on what the Fed or the ECB says, but on what they are willing or would be willing to do instead. Denise says to keep in mind both the Fed and ECB were team transitory last year and they got the forecast wrong. Denise also touches upon value, growth and recent CPI numbers as well.
Recorded on December 15, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
It’s the holiday season and it’s normally a busy time for retailers and consumers as they prepare to sell and purchase holiday gifts. With Canada’s inflation rate sitting at high of 6.9%, how cautious will consumers be, and will retailers feel the brunt of inflation? We’re joined today by two experts to answer these questions and more – Fidelity equity research analysts Brendan Cochrane and Andrew Hall. Brendan and Andrew join host Bryan Borzykowski for a look at what’s shaping the consumer discretionary and consumer staples sectors. This includes looking at gas, groceries, mortgage rates, and other key focuses for Canadian investors as we wrap up 2022. They comment on consumer trends seen this year, including surrounding November’s Black Friday and Cyber Monday, and what we could expect to see on Boxing Day. They’ll also look ahead to 2023, looking at developing trends, and areas of investment opportunity.
Recorded on December 14, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
The Bank of Canada has raised its key benchmark interest rate seven consecutive times in 2022 in its fight to tame inflation. Canada’s key lending rate now sits at 4.25 % - its highest in nearly 15 years. So as we look to the next market cycle, how can Canada boost growth and productivity? And how can investors protect themselves from what’s to come? Joining us today to discuss Canada’s path forward is economist Jack Mintz and analyst Philip Cross, speaking with host Pamela Ritchie. Jack Mintz is the President’s Fellow of the School of Public Policy at the University of Calgary, and a Distinguished Fellow at the MacDonald-Laurier Institute. Philip Cross is the former Chief Economic Analyst at Statistics Canada and is currently a Senior Fellow at the MacDonald-Laurier Institute. A few key insights shared today include noting that we’re finally going through some deleveraging - meaning that housing prices will most certainly be tempered in the big markets like Toronto and Vancouver, where prices went up extraordinarily high. Our guests also look at provincial budgets, noting that budgets have been balanced to a large extent, except for Ontario. Oil is also discussed today, with our guests sharing how the oil price is back to levels seen prior to Russia’s invasion of Ukraine.
Recorded on December 13, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Portfolio manager Dan Dupont is today’s guest, catching up with host Pat Bolland. Since joining Fidelity in 2001 as a research analyst, Dan has gone on to manage several mandates including a portion of Fidelity NorthStar Fund, managing Fidelity Canadian Large Cap Fund - a value-oriented large cap strategy, and Fidelity Global Value Long/Short Fund. You might be asking yourself how has Dan - a value investor - done managing a Long/Short fund? Today Dan explains how he manages this liquid alternative strategy with the same investment principles as his long-only ones. This includes a look at how merger arbitrage works, a continued focus on downside protection, and comments on macro variables and the market cycle. Dan also takes questions from the live audience, as this discussion was originally featured at a live event for financial advisors. As this was from a live event, you’ll hear references to a few slides displayed to the room.
Recorded on December 8, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Joining us today is Jurrien Timmer, Director of Global Macro as he shares his insights on the global markets and how he sees market action playing out in 2023. Jurrien explains to host Pamela Ritchie that if CPI numbers keep on track as it was a month ago where numbers came in below expectations, it will give more solace to the markets that the Fed is indeed winning the battle against inflation. He adds the likelihood of a recession next year should not be underestimated or discounted. Jurrien says if we get a recession, earnings will likely come down at least in real terms. Jurrien also touches on China’s potential re-opening, more Fed tightening, and financial engineering.
Recorded on December 12, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On today’s podcast we’re shining the spotlight on alternative strategies at Fidelity, with portfolio managers Brett Dley and David Way. Both Brett and Dave joined Fidelity in 2008 as research analysts, covering a variety of sectors and managing their respective components of Fidelity Canadian Disciplined Equity Fund. Then in 2019, regulatory changes created an opportunity for them to use their unique skillsets to lead two of Fidelity’s liquid alternative strategies. Now, Brett manages Fidelity Market Neutral Alternative Fund, and Dave manages Fidelity Long/Short Alternative Fund. Today they join host Rory Poole to share the thesis behind their respective funds, and comment on how they’re seeking to find the winners and capitalize on the potential losers.
Recorded on December 8, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On today’s podcast we’re bringing you insights from 3 reoccurring guests – portfolio managers David Wolf and David Tulk, with institutional portfolio manager Ilan Kolet. David, David and Ilan actually met years ago while working at the Bank of Canada. Together today they manage $80 billion for Canadian investors, while the overarching Global Asset Allocation team they are apart of manages $200 billion of assets. Today they join host Pat Bolland to share who they are and what they manage. Additionally they’ll unpack inflation and the possibility of a recession, among other topics. This discussion was recorded in front of a live audience at a recent event for financial advisors, with the panel fielding questions from the audience, and also displaying a few slides.
Recorded on December 8, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Portfolio manager Steve MacMillan is today’s guest. Steve sits down with host Pat Bolland, for a discussion recorded in front of a live audience at our December Focus2022 event for financial advisors. Steve joined Fidelity in 2008, and for Canadian investors, Steve manages Fidelity Small Cap America Fund and Fidelity American Equity Fund. He also co-manages Fidelity CanAm Opportunities Class alongside Mark Schmehl. Recently Steve was appointed Director of Research for U.S. equities, responsible for leading Fidelity’s Toronto-based U.S. equity research team. Steve will provide an update on his portfolios today as well as sharing his thoughts on secular trends, how he maintains low portfolio turnover, growth vs. value, and large vs. small cap performance, among other topics.
Recorded on December 8, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today’s podcast dives into the topic of fixed income investing and Fidelity’s multi-sector funds, with portfolio managers Jeff Moore and Michael Plage. Jeff has been managing portfolios for Fidelity since 2000, and Michael has been with Fidelity since 2005. They now co-manage a number of strategies together including Fidelity Tactical Credit Fund, Fidelity Global Core Plus Bond ETF, and Fidelity Multi-Sector Bond Fund, to name just a few. Today they speak with host Pat Bolland for a discussion recorded in front of a live audience at our December Focus2022 event for financial advisors. Jeff and Michael unpack today’s challenging fixed income environment, including where they are seeing opportunities, and how central bank moves may impact the bond market.
Recorded on December 8, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On today’s podcast, we’re featuring portfolio manager Don Newman, bringing you a discussion recorded in front of a live audience at our December Focus2022 event for financial advisors. For Canadian investors, Don manages two dividend-focused strategies: Fidelity Dividend Plus Fund and the equity portion of Fidelity Dividend Fund. Today, Don speaks with host Pat Bolland about the strategy behind his fund, reflects on the year so far including the current market environment, and he also touches on how he is positioning his funds in a rising rate environment. Inflation continues to be a large focus for investors and Don also shares how he thinks about how dividend paying stocks fit into inflation.
Recorded on December 8, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we speak to Portfolio Manager Paul Ma who shares his insights and strategies on how investors could potentially construct their portfolios heading into 2023. Paul explains how investors can deal with volatility. He says the answer is rebalancing – specifically selling the winners and buying the losers. People believe the market is going to be volatile, so rebalancing will help mitigate that. He adds annual rebalancing outperformed the buy and hold strategy by 35 basis points per year over the last 20 years. Paul adds that commodities and alternatives could help in a high inflation environment and diversify your portfolio. Paul also touches upon what’s happening in China, some of the short and long-term scenarios as it deals with its zero-COVID policy and how demographics affect China’s economy.
Recorded on December 6, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
For today’s podcast, we’re featuring Jessie Sarafian, host of Fidelity Canada’s Invested in Wellness podcast and live webcast series, who will take us through stretching exercises for our hands and wrists. There is a lot of strain on our hands and wrists these days – computers, phones, tablets, gaming, and more – and this discomfort can spread to the neck and throughout the body, so let’s take a few minutes to relax our muscles today with these simple exercises. For more from Jessie, visit fidelity.ca/theupside for more information on her Monday webcasts, and listen to the Invested in Wellness podcast on your platform of choice.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Portfolio manager Sri Tells is back on the program to share his thoughts on the bond market, inflation concerns and potential rate hikes and what it all means for investors. Sri is based out of Fidelity’s fixed income headquarters in Merrimack, New Hampshire and for Canadian investors is involved with 12 Fidelity funds including Fidelity Canadian Bond Fund, Corporate Bond Fund, and the fixed income sub-portfolio of Fidelity Inflation-Focused Fund.
Recorded on December 2, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Fed Chair Jerome Powell recently signalled a slowdown in the pace of interest rate hikes as soon as this month. Have we officially reached peak inflation? And what are the implications? We’re joined by portfolio manager Patrice Quirion today to discuss global equities and where he is allocating geographically as we enter 2023. For Canadian investors, Patrice manages Fidelity Global Concentrated Equity Fund and Fidelity International Concentrated Equity Fund as well as private pool strategies. Today, with host Pamela Ritchie, Patrice explains how he takes a very contrarian approach to managing his portfolios. This means that he enters parts of the market that have been out of favour, where the market likely overreacted to the downside from perceived risk, or just trends going the wrong way. For the past few years, it meant being more exposed to the financials sector, as well as more geographical exposure to Europe and to China at the detriment of large underweights in the U.S. Also, reflecting on the U.S., Patrice believes the U.S. dollar's strong performance has peaked.
Recorded on December 1, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
The biggest news story of 2022 has been inflation. Particularly, how central banks around the world have responded to inflation, and its implications to the financial markets. We’ve seen the effects of rising interest rates on several sectors, including the labour market. But how successful have policy makers been with their deflationary strategies? Our guest today is economist and author, Todd Hirsch, who joins host Pamela Ritchie to discuss the new ways in which we should think about government and economic policies, and how we can better prepare for an uncertain future. Todd notes policy makers are playing too much from the 20th century playbook, and it’s about time they update their methods to fit the 21st century. A few topics also discussed today include labour dynamics, Central Banks and liquidity, geopolitics, supply chains, and Canada’s oil-producing provinces debts.
Recorded on November 28, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Director of Quantitative Market Strategy Denise Chisholm is back on the program to share her insights and perspectives on the global markets. Denise speaks to host Bryan Borzykowski about the top sectors she’s seeing in the market right now. Those sectors include consumer discretionary, financial services, and mid-cap industrials and materials, specifically metals mining. She says it may be a good idea for investors to move their investments from the energy sector and into metals and mining. Denise also comments on a potential recession in 2023. She says a lot of people are using the inverted yield curve to predict a light recession next year, but the issue there she says is there are a lot of tailwinds to combat the headwinds we are experiencing right now, which makes it difficult to predict how everything is going to play out in 2023.
Recorded on November 30, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, host Étienne Joncas Bouchard welcomed Bobby Barnes to the show. Bobby is Head of Quantitative Index Solutions at Fidelity Investments. In this episode, our panel provides a recap of equity markets from a factor perspective for 2022. Some of the key topics discussed include a review of where we are in the market/economic cycle, which factors worked and didn’t work over the past year, and how to use factor ETFs to diversify the equity sleeve of a portfolio. The panel also discussed potential positioning for a challenging year ahead in 2023.
Recorded on November 29, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Inflation, travel restrictions and the global supply and demand crisis are all issues affecting retired Canadians and or those individuals thinking about retirement. Today we take an in-depth look into Fidelity’s 2022 Retirement Report with Michelle Munro, Director, Tax and Retirement Research. Host Quinn Flaherty, Manager, Editorial Content, asks Michelle to dive into the long-term insights, trends, and information about what Canadians are experiencing. Overall, Canadian are focused on retirement and saving up for retirement. Although the media pushes the idea that individuals are unsure, anxious and unprepared; according to the report, Canadians are optimistic, prepared and confident. The report also highlights 5 key risks: inflation, longevity, asset allocation, withdrawal rate, and health care risks.Other insights from the report include having a very strong financial plan to battle inflation. Recognizing your cash inflows and outflows and incorporating resilient asset types into your investment portfolio.
Recorded on November 29, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On today’s episode, we’re putting financials in focus with Nicolas Bellemare, equity research analyst. Nic unpacks various topics including the upcoming rate announcement by the Bank of Canada and the earnings reports from major Canadian banks set to be released soon. Nic also talks about issues around funding, capital and the credit cycle. Additionally, what a recession could mean for Canadian banks, and what a slowing housing market could mean for our overall financial sector. He also shares what opportunities he’s seeing for Canadian banks and what other opportunities there are in other financial sub sectors.
Recorded on November 25, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
2022 has been a rough year for the technology sector; the tech-heavy Nasdaq Composite Index has plunged 27.9% year to date. With rising interest rates and record-setting inflation, a number of large cap companies missed earnings expectations and laid off thousands of employees. Healthcare on the other hand, while down around 2% year to date, has grown faster than the overall economy, and remains attractive to investors. Will the downturn in the tech sector carry over into the new year? And how might healthcare hold up in 2023? Fidelity Equity Research Analysts Max Adelson and Evan Zehnal join host Pamela Ritchie today, to discuss what investors could expect from healthcare and technology in the months ahead both in Canada and worldwide. Max and Evan note that Canadian markets year-to-date have been impacted by changes south of the border, and that many of Canada’s large healthcare companies make their business in the U.S. They’ll also look at how cybersecurity is affecting tech and look at software subscription models, e-commerce trends, and more.
Recorded on November 24, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
As 2022 comes to a close, Tom Stevenson, Investment Director, Fidelity International, is back on the FidelityConnects today as he rounds out the year and discusses what investors can look forward to in 2023. He also gives a global outlook on what is currently happening in world markets. He says Europe including the UK is in a recession or at least showing signs it is headed into a recession, but he says it will be a much shallower recession than expected. He points out that government bonds look really interesting at this point. For him, the principal driver of the turn of the markets is bond yields. He believes the focus at the start of the turn will be in the bond market, specifically in the government bond market. Tom says green energy is another sector to look out for and believes it is the most secure long-term investment in his mind. Among other topics, Tom also comments on US-China relations and the commodity super cycle and what it could mean for the UK.
Recorded on November 23, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
As we inch closer to the end of 2022, what can we expect in 2023? Will the current bearish market conditions follow us into the New Year? Joining us today to unpack the latest market action, and for a preview of where he sees markets heading in 2023 is Fidelity Director of Global Macro, Jurrien Timmer. Today Jurrien notes that 90% of the market is above its 20-day moving average and the hard part starts now, possibly heading into a recession next year. Jurrien also looks at inflation, corporate earnings, and more, with host Pamela Ritchie. Per usual, Jurrien’s points are supported by his charts, and you can follow along @TimmerFidelity on Twitter.
Recorded on November 21, 2022.
For more insights from Fidelity experts, circle Tuesday November 29 on your calendars for a Reddit AMA featuring David Wolf, portfolio manager on Fidelity’s Global Asset Allocation team. David will field questions on his economic and market outlook, and share what it takes to be a resilient investor. New and seasoned investors, financial advisors and anyone looking for insights on markets and investing can join and ask their questions:reddit.com/r/PersonalFinanceCanada
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Bobby Barnes, Head of Quantitative Index Solutions, is with us today to discuss the current economic environment and what factors to consider heading into 2023. Specifically, what are some factors that could weather the current economic ups and downs and what short-term and long-term scenarios could well play out into 2023. He says value has done well this year and momentum has rebalanced throughout the rest of the year. He suggests taking a more defensive stance and holding out on the factors of low vol, quality and momentum going into 2023.
Recorded on November 17, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we’re joined by Matt Egerton, Fidelity analyst and portfolio manager for a look at investment opportunities with an ESG lens. The 2022 United Nations Climate Change Conference is underway in Egypt with global policymakers coming together to discuss several key climate change issues, including how to reduce greenhouse gas emissions, reach net zero by 2050, and the ongoing energy crisis. But the conference hasn’t come without criticism of America’s Inflation Reduction Act. What are the implications between the two, and is there a commitment from the U.S. financial community to fund the energy transition? Matt unpacks this and more with host Bryan Borzykowski today. A few additional key topics include the role of oil and gas in the future if rich countries should be compensating poor countries for the effects of climate change, how ESG ratings are created, and what is Fidelity’s approach to ESG metrics and ratings?
Recorded on November 18, 2022
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
It’s that time of year again. As we approach the winter solstice, the sun is shining less, we’re seeing inclement weather, and don’t the commutes feel longer? For today’s podcast, we’re teaming up with Jessie Sarafian, host of Fidelity Canada’s Invested in Wellness podcast and live webcast series, to lead us through an effective and relaxing meditation that you can do while commuting to get you relaxed, focused, and better prepped for your day. If your commute involves transit or walking this is the perfect exercise for mid-commute, and if you’re driving this exercise is best completed after you’ve arrived at your destination. For more from Jessie, visit fidelity.ca/theupside for more information on her Monday webcasts, and listen to the Invested in Wellness podcast on your platform of choice.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Joining the show today is Hugo Lavallée, Montreal-based Fidelity Canada portfolio manager. Hugo joins host Pamela Ritchie for a portfolio update and a look at how he is applying his contrarian investing style to his funds in this year’s choppy markets. Hugo recently celebrated his 20-year anniversary with Fidelity and has long-managed Fidelity Greater Canada Fund and Canadian Opportunities Fund. He also manages Fidelity Climate Leadership Fund, launched in May 2021, which is a global equity strategy designed to reduce the risks and benefit from opportunities created by the global decarbonization trend. As 2022 comes to a close, it’s important to highlight and dissect areas of the market that gained momentum and investor interest, to help shape the trends of 2023. One area that continues to gain traction is the ESG movement. Hugo and Pamela unpack what ESG strategies advisors and investors should consider leading into 2023, and look at what’s on the horizon for climate leadership in the new year. Reflecting on his current positioning, Hugo shares that his European exposure is growing as there is an opportunity to create a double positive involving both capital gain on stocks and exchange rates. He also notes that he and his team look to find strong companies at a cheap valuation as the market dampens, sharing that when the market is uncomfortable it leads you to buy cheap stocks, and the stocks are cheap because they are uncomfortable.
Recorded on November 15, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
It’s another busy week in the markets and Director of Global Macro Jurrien Timmer shares his insights on the latest market news and moves. Jurrien speaks to host Pamela Ritchie and says the way the markets are tracking, we have confirmed bottom and may not be out of the woods just yet. He says the recent CPI report was softer than expected both on the headline and the core. He says the recent midterm elections could have had something to do with it, but he also points out the seasonality of the midterms and how it has played out historically in the past. Jurrien says also discusses commodities, inflation, and the recent positive meeting between US President Joe Biden and China’s President Xi Jinping.
Recorded on November 14, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Between the Fed’s latest rate move, the U.S. midterms, U.S. CPI print, and continued focus on both earnings and inflation – the economy has definitely been jolted leaving investors to question what is next. As we venture through this uncertain environment and look ahead to year-end and 2023, today we’re joined by a sensible expert here at Fidelity. David Tulk, portfolio manager on the Global Asset Allocation team, is today's guest. David joins host Bryan Borzykowski to reflect on the numerous factors affecting markets right now. This includes action by central banks, with David noting central banks will continue to take stimulus out of the economy and continue to leave financial conditions very tight. David also shares how the market is currently pricing in a 50-basis point rate hike from the Fed in December, and he’ll look at factors determining how deep of a recession could be on the horizon. David also shares a positioning update for the Fidelity Managed Portfolios and other funds managed by the Global Asset Allocation Team. This includes areas of interest, and current overweights and underweights.
Recorded on November 10, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
A day after the midterm election vote, we’re joined by Fidelity Director of Quantitative Market Strategy, Denise Chisholm, and Fidelity Vice President of Digital Advocacy and Policy Communications, Greg Lowman, as the pair break down the initial results and what impact it could have on the markets. This podcast was recorded on November 9, and Denise and Greg speak to host Pamela Ritchie about the key takeaways and what history can tell us about the markets post-midterms. Greg says the results provide clarity for the Republicans' potential candidate lineup in 2024, especially on the Senate side. And Denise says historically under democratic leadership, a divided government provides higher long-term returns to the market than a democratic sweep.
Recorded on November 9, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we’re joined by fixed income portfolio manager Jeff Moore. Jeff provides his insights on the fixed income markets for the short and long term, what the Fed’s latest moves mean for the markets and what impact the midterm elections could have on investors. Jeff believes the bulk of the Fed’s interest rate hikes are over for the year, however, the Fed can announce two more hikes by the end of December. Jeff also comments on the recent results of the midterm elections. Jeff says no one really cares if the Senate flips and he believes the current President isn’t going anywhere. He also adds with political gridlock you don’t have to worry about the Fed raising extra interest rates to offset the fiscal stimulus. The more fiscal stimulus there is, the more likely the Fed will raise rates.
Recorded on November 8, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On today’s podcast, host Bryan Borzykowski is joined by two members of Fidelity Canada’s equity research team - analysts Robert Reynolds and Claire Fleming. The equity research analysts focus on the industrials and materials sectors respectively. They explain how the two sectors are shaping up as we wrap up the last quarter of the year. They discuss how the two sectors could look like in a recessionary environment and how they could be impacted once China reopens its country after a strict zero-Covid policy.
Recorded on November 4, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
We saw a fourth consecutive 75 basis-point rate hike from the U.S. Federal Reserve in November. With Fed Chair Powell indicating that there is more room to run, is now the time for investors to adjust their portfolio model and consider a larger position in bonds? Our guest today is Andrei Bruno, Director, ETF Capital Markets, at Fidelity Canada. With host Pamela Ritchie, Andrei unpacks the latest updates from the November FOMC meeting and what it may mean for capital markets. A couple of key highlights from today’s discussion include Andrei noting the outlook for inflation does look a bit better for 2023 compared to what we saw in 2022. Also, in the U.S., pension plans are starting to look at fixed income closer, specifically mid to longer-dated investment-grade bonds, replacing equity investments.
Recorded on November 3, 2022.
Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-bruno-nov3.pdf
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Fidelity North American Equity Class portfolio manager, Darren Lekkerkerker, is today’s Fidelity Connects podcast guest, for a focus on North American equities. For Canadian investors, Darren also co-manages Fidelity Global Natural Resources Fund alongside Joe Overdevest, and is subportfolio manager on Canadian Asset Allocation, Canadian Balanced, and Inflation-Focused Funds. Today’s discussion was initially featured at a recent live event for advisors, held on October 26th in Toronto, with Darren sharing how he is picking winners in this year’s choppy markets. Darren joins host Glen Davidson, VP Regional Sales Ontario, and also touches on his investment style and shares which sectors he has his eye on, among other topics. Darren also fields questions from the event audience including how Canada is positioned in the global energy sector.
Recorded on October 26, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
In September 2022, the Fidelity Global Small Cap Opportunities Fund was launched. This fund is managed by Connor Gordon and Chris Maludzinski, who are today’s guests. Connor and Chris speak with host Glen Davidson, VP Regional Sales Ontario, and today’s episode was recorded in front of a live audience, on stage at a recent event for advisors held on October 26th in Toronto. Both Connor and Chris began as analysts with Fidelity in 2008. After demonstrating a strong ability to identify small-cap winners, they began managing a Global Small Cap fund for institutional clients 3 years ago, before the retail Global Small Cap Opportunities was launched in September 2022. Connor and Chris share some more background on themselves and what they learned initially as analysts. They also touch on the psychology around small caps, dive into the investment thesis behind their fund, explain the Fidelity global research resources available to them, and offer some thoughts on how this fund could fit into one's overall portfolio.
Recorded on October 26, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Investors brace for another potential wild week in the markets as inflation remains top of mind and all eyes are focused on the US midterm elections. Joining us today to break down the latest market action is Jurrien Timmer, Director of Global Macro. Today with host Pamela Ritchie, Jurrien breaks down the Fed’s latest moves and explains how the Fed’s mandate is two-fold. He says the Fed is solving for getting inflation back to 2 percent and the market is solving for the Fed getting things done as soon as possible so we don’t get a recession and instead we get a soft landing.
Recorded on November 7, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On today’s podcast, we’re featuring portfolio manager Don Newman. For Canadian investors, Don manages Fidelity Dividend Plus Fund, as well as underlying or sub-portfolio manager on several other funds including Dividend Plus Fund. Don speaks with host Glen Davidson, VP Regional Sales Ontario, in today’s show that was recorded on stage during a recent event for advisors held on October 26th in Toronto. Don shares how dividend investing can work in a rising rate environment, especially coming from a downside protection-focused manager. Additionally, how his dividend funds could fit into an overall portfolio. Don also shares how he got his start at Fidelity in 2003 and how the team has grown leaps and bounds from the initial “Team Canada” analysts based in Boston. In terms of the portfolios, we’ll also hear Don’s perspectives on this market cycle and this year’s investment environment compared to prior years.
Recorded on October 26, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Andrew Marchese is today’s FidelityConnects podcast guest. Andrew is Chief Investment Officer and Portfolio Manager of Fidelity Canadian Disciplined Equity® Fun, as well as two private pools. On this episode, Andrew talks to host Bryan Borzykowski about how he sees the market shaping up as we settle into the last quarter of the year. He offers his thoughts on various Canadian sectors and key themes, and what a recessionary environment could look like in 2023. He also discusses inflation, real estate, and how the Fed and Bank of Canada could navigate markets from this point forward.
Recorded on November, 2. 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Inflation continues to weigh on Canadians, and it is not a new phenomenon. Throughout history, decision makers and markets have rallied and tamed the monetary beast before. But each time, the fight to restore price stability and confidence has been different, requiring a policy response that is suited for the unique circumstances of the time. So, what are the characteristics of the global and domestic economic woes we face today? What fiscal, monetary and free market weapons should come to bear? To offer his perspectives we welcome Canada’s 22nd Prime Minister – the Right Honourable Stephen Harper. Prime Minister Harper co-founded the Modern Conservative party of Canada, won three successive national elections in 2006, 2008 and 2011, and lead our economy through the financial crisis. He was most recently inducted into Order of Canada, is an author and Chairman of Harper Associates Consulting and International Democrat Union. Today, with host Pamela Ritchie, we’ll hear Prime Minister Harper’s thoughts on inflation and liquidity. Additionally, the energy transition, cryptocurrencies and the current investment environment, noting we are in a period of macroeconomic and geopolitical turmoil. Prime Minister Harper also looks at geopolitics, including the Russia-Ukraine conflict. He’ll also outline opportunities for Canada.
Recorded on November 1, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On October 13-14, Fidelity Investments Canada proudly hosted an in-person event for financial advisors featuring several Fidelity portfolio managers and subject-matter experts. On today’s FidelityConnects podcast we’re bringing you one of these sessions, with portfolio manager Dan Dupont sitting down with host Pat Bolland. For Canadian investors, Dan manages Fidelity Canadian Large Cap Fund and Global Value Long/Short, among other products. In today’s discussion with Pat, Dan shares how he is identifying opportunities in the volatile market period we’re in. This includes short selling in his Global Value Long/Short Fund. Dan notes his long opportunities focus on quality companies, sustainable businesses and not overpaying for a stock. With short opportunities he looks at opportunistic shorts and merger arbitrage.
Recorded on October 14, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we welcome Portfolio Manager Mark Schmehl to the show as he celebrates five years since the launch of the Fidelity Innovators Class. For Canadian investors, Mark manages the Innovators Class, the Fidelity Special Situations Fund, and the Canadian Growth Company Fund. On today’s show, Mark and host Pamela Ritchie talk about the evolution of the Innovators Fund from its inception until the present day. His investment style for the fund has allowed him to be flexible and adaptable to market changes. He adds the current fund strategy is to start with defence and gradually add offence. If something goes wrong, sell it to avoid losing a lot of money. He says that the world appears to be in bad shape right now, but there are still opportunities amidst the uncertainty, especially in North America.
Recorded on October 31, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, host Étienne Joncas Bouchard and guest Christopher Drynan sat down to recap notable trends and headlines in the Canadian ETF Industry for Q3 2022. The Canadian ETF industry saw a strong third quarter of inflows at more than $5B. This was led by risk-off ETFs, more specifically in the cash alternative segment. Flows into ESG ETFs continue to stay positive with more than $2B net inflows YTD; our panel discusses why this is the case despite weaker relative performance. The panel also discussed equity factor performance for the quarter, and fixed-income market movements, as well as provided an outlook for the rest of the year.
Recorded on October 28, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On October 13-14, Fidelity Investments Canada proudly hosted an in-person event for financial advisors featuring several Fidelity portfolio managers and subject-matter experts. On today’s FidelityConnects podcast we’re bringing you one of these sessions, featuring a discussion between moderator Pat Bolland with Adam Kramer, Portfolio Manager, and Scott Mensi, Institutional Portfolio Manager. Adam manages Fidelity Tactical High Income Fund, a diversified income solution that can offer the potential for enhanced yield while employing active asset allocation to take advantage of market opportunities. Adam and Scott share how the fund is currently positioned, how the positioning has actively shifted over time, and where they see these challenging markets going. With Pat, Adam and Scott also field questions from the live audience.
Recorded on October 13, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On October 13-14, Fidelity Investments Canada proudly hosted an in-person event for financial advisors featuring several Fidelity portfolio managers and subject-matter experts. On today’s FidelityConnects podcast we’re bringing you one of these sessions, with host Pat Bolland leading a panel discussion on ETFs and Digital Assets. Pat is joined by Vivian Hsu, Director, Product Innovation, Meghan Chen, Digital Assets Strategist, and Reetu Kumra, Analyst and Portfolio Manager. Fidelity has an extensive ETF lineup, including the All-In-One ETF suite. Digital asset products have also been introduced to round out the lineup with products focused on both Bitcoin and Ether. The panel will unpack all of this and more with Pat today.
Recorded on October 13, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
It’s been a wild year for investors both in equities and fixed income. As we approach the end of the year, what factors should investors consider as we settle into a late cycle? What factors tend to outperform during this period? On today’s show, ETF strategist Étienne Joncas-Bouchard explains how he is attracted to high-quality and low volatility. With host Kathryn Black, Director of Sales Enablement, he shares his thoughts on a fixed income. In the coming year, he says to expect GICs to be a great short-term opportunity. Moreover, it might be helpful to look at more options as GICs have yet to outperform bonds the last two years in a row. Étienne also touches on the benefits of Fidelity All-in-One portfolios. While the fees are slightly higher, those higher fees allow Fidelity’s strategy to be vastly different from competitors, involving factor-based equities and active fixed income.
Recorded on October 28, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-joncas-bouchard-oct28.pdf
The energy sector is in the spotlight on today’s episode of Fidelity Connects as equity research analyst Thomas Goldthorpe shares his perspectives on global energy markets with host Pamela Ritchie. And with the EU’s December ban on most Russian crude-oil imports looming on the horizon, investors are waiting to see how this ban will affect risk and supply, increased compliance and other costs. Thomas expands on the Russian oil story. He says the country will become a two-way risk. He explains how the oil can be redirected, but there may be some short-term, 30 to 60 days friction, as a result. In addition, places like China, India and the Middle East will import more Russian oil as they do not believe in the embargo of Russia’s products. In addition to the oil situation in Russia, Thomas also touches on how investors should look at equities or their energy equities within their portfolios, getting gas pipelines built in Canada, and natural gas as part of the energy transition story.
Recorded on October 27, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-goldthorpe-oct27.pdf
On October 13-14, Fidelity Investments Canada proudly hosted an in-person event for financial advisors featuring several Fidelity portfolio managers and subject-matter experts. On today’s FidelityConnects podcast we’re bringing you one of these sessions, featuring a discussion between portfolio manager Jeff Moore and moderator Pat Bolland. Inflation, earnings, recession fears, and upcoming moves by central banks continue to dominate headlines. Jeff unpacks all of this and more in today’s discussion with Pat. Jeff is a fixed-income portfolio manager, and alongside his colleagues in Fidelity’s fixed-income headquarters in Merrimack, New Hampshire, he is involved in many funds for Canadian investors, including Fidelity Multi-Sector Bond Fund, Investment Grade Total Bond, Global Bond, and Global Core Plus Bond ETF. In addition to providing his thoughts on the markets and business cycle, Jeff also explains the similarities and differences between Fidelity’s multi-sector fund lineup. He also takes questions from the live event audience.
Recorded on October 13, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On October 13-14, Fidelity Investments Canada proudly hosted an in-person event for financial advisors featuring several Fidelity portfolio managers and subject-matter experts. On today’s FidelityConnects podcast we’re bringing you one of these sessions, featuring portfolio managers Dave Way and Brett Dley joining moderator Rory Poole, Alternative Strategist. Dave manages Fidelity Long/Short Alternative Fund, and Brett manages Fidelity Market Neutral Alternative Fund, which we’ll hear more about on today’s podcast.
Recorded on October 14, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Denise Chisholm, Director of Quantitative Market Strategy, joins us again today for a look at earnings season and the positive momentum we’ve started to see in equity markets lately. One key theme we’re seeing emerge from earnings is that consumers are resilient, and are continuing to spend, despite today’s inflationary environment. Now we ponder if this will have an effect on the Fed’s interest rate decision next month? And are these gains in the market temporary, or is there more room to run? Denise joins host Bryan Borzykowski to unpack this and more, including looking at recession fears, and sharing her thoughts on sectors to watch and avoid.
Recorded on October 25, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On October 13-14, Fidelity Investments Canada proudly hosted an in-person event for financial advisors featuring several Fidelity portfolio managers and subject-matter experts. On today’s FidelityConnects podcast we’re bringing you one of these sessions, featuring a panel discussion. Moderator Pat Bolland is joined by Global Asset Allocation team members David Wolf, David Tulk and Ilan Kolet. The Global Asset Allocation team run many funds for Canadian investors, totalling $80B and they are part of a bigger group out of the U.S. that run over $800B – an impressive number. If you’ve listened to our podcast before you’ve likely heard from one of these three guests, and we’re fortunate to have the three of them on today’s show, joining Pat. We’ll hear about their investment process, an overview of the funds managed, thoughts on the current market cycle, and much more in today’s 40-minute discussion. The panel also takes questions from the audience, and please note, as this was originally presented as a discussion at a live event, there were a few slides displayed to the live audience.
Recorded on October 13, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we welcome Catherine Yeung to the show. Catherine is an Investment Director with Fidelity International and is based out of Hong Kong. On the heels of President Xi Jinping’s precedent-breaking new term as the leader of the Communist Party in China, Catherine breaks down the significance of this event. She speaks to host Pamela Ritchie about what we can expect to see under Xi’s leadership in the next few months and how investors should position themselves for what’s to come. Catherine provides her on-the-ground perspectives, discussing several topics including China’s COVID-Zero policy, how China’s economy views the energy sector, and what areas she sees growth in China.
Recorded on October 24, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
North American equity markets have had positive momentum of late, and in bond markets the 2-year yield reached 4.61% with the 10-year reaching 4.33%. So what is the latest market action telling us about the path of monetary policy? To unpack this and more we’re joined again today by Jurrien Timmer, Director of Global Macro. With host Pamela Ritchie today, Jurrien also looks at earnings season, and will share his fascinating charts – which can be referenced by following along @TimmerFidelity on Twitter.
Recorded on October 24, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On October 13-14, Fidelity Investments Canada proudly hosted an in-person event for financial advisors featuring several Fidelity portfolio managers and subject-matter experts. On today’s FidelityConnects podcast we’re bringing you one of these sessions, featuring a discussion between Fidelity Global Natural Resources portfolio managers Joe Overdevest and Darren Lekkerkerker, joining moderator Pat Bolland. In addition to Global Natural Resources, you may know Joe from his private investment pools and as Director of Research managing the equity research analyst team. Darren manages Fidelity North American Equity Class, and is subportfolio manager on funds including Fidelity Canadian Balanced Fund. Joe and Darren unpack the current market environment and look at how their funds positioning may have shifted of late. They’ll also field questions from the live audience.
Recorded on October 13, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On October 13-14, Fidelity Investments Canada proudly hosted an in-person event for financial advisors featuring several Fidelity portfolio managers and subject-matter experts. On today’s FidelityConnects podcast we’re bringing you one of these sessions, featuring a short presentation and then discussion between portfolio manager Hugo Lavallée and moderator Pat Bolland. Hugo, who just celebrated his 20th anniversary with Fidelity, manages several funds for Canadian investors, including Fidelity Canadian Opportunities Fund, Greater Canada, and Climate Leadership. Hugo is known for his contrarian investment style, seeking value in out-of-favour stocks. Today we’ll hear where Hugo is finding opportunities in this year’s choppy markets, and he’ll share his perspectives on how this current bear market compares to market cycles of the past. Hugo also takes questions from the live event audience.
Recorded on October 14, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Joining us today is Meghan Chen, Digital Assets Strategist, who breaks down the latest trends and issues affecting the digital asset space. This is the first instalment for a quarterly update from Meghan who will focus on key developments in terms of where the markets are heading in the digital asset landscape. On this episode, Meghan sits down with Colin Randall, Director, Research and gives an overview of bitcoin and ethereum and how it’s holding up as the year comes to a close. She says bitcoin and ethereum have outperformed traditional equity classes in the third quarter after being down 60% and 65% respectively at the beginning of the year. Meghan also discusses the effects of inflation on cryptocurrency. She also touches on Tornado Cash, decentralized finance and provides a broader market outlook in terms of developments in the digital asset space.
Recorded on October 21, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On October 13-14, Fidelity Investments Canada proudly hosted an in-person event for financial advisors featuring several Fidelity portfolio managers and subject-matter experts. On today’s FidelityConnects podcast we’re bringing you one of these sessions, featuring a discussion between portfolio manager Mark Schmehl and moderator Pat Bolland. For Canadian investors, Mark manages Fidelity Special Situations Fund, Canadian Growth Company, and Global Innovators. Mark shares his thoughts on today’s markets and business cycle, and also provides an update on his funds. This includes where he is currently finding opportunities - which focus on the tails of the market and uncovering positive change in both Canada and abroad. Mark and Pat also field questions from the audience.
Recorded on October 13, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today Portfolio Manager Steve MacMillan joins us on the program as he sits down with Glen Davidson, Regional Vice President of Sales in Ontario. Steve manages Fidelity Small Cap America Fund, American Equity Fund, and co-manages Fidelity CanAm Opportunities Class alongside Mark Schmehl. Steve discusses his current positioning and says small cap industrial companies with a focus on professional services are attractive whereas the utility sector is not appealing because it lacks protection that most investors are looking for. He says that small caps price in a recession much faster and having exposure to the US dollar reduces volatility. In addition to his portfolio positioning, Steve also discusses the impacts of inflation and quantitative tightening, and why businesses he invests in may excel in the later stages of the business cycle.
Recorded on October 20, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we welcome special guest Lynette Ong. Ms. Ong is a professor of Political Science at the University of Toronto, author, and China subject matter expert. As China's 20th Communist Party Congress continues, an event that happens once every five years, Ms. Ong breaks down President Xi Jinping’s key messages and the implications behind this historic congress.
Ms. Ong talks to host Pamela Ritchie about China’s zero-covid policy, the state of the country’s economy, and relations between Taiwan and the West. She adds that the east and the west economies are very intertwined, so fears of another Cold war might be too extreme because there's a lot of employment in the economic relationship between China and the West.
Recorded on October 19, 2022
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we welcome special guest and Canadian Ambassador to the United Nations, The Honourable Bob Rae to the program. Mr. Rae joins host Pamela Ritchie for a wide-ranging conversation on the impacts of war, today’s energy crises and climate change. Mr. Rae speaks about Canada’s role on the world economic stage. He says today’s current issues on trade, food production and immigration all affect our global economy. The former Premier of Ontario offers tools and strategies needed to further support Ukraine. He also discusses the current situation in Iran and how Canada should continue to draw global attention to what’s happening in the Middle-Eastern country.
Recorded on October 18, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Joining us today for a look at the latest market action is Jurrien Timmer, Director of Global Macro. Today with host Pamela Ritchie, Jurrien breaks down recent market numbers as US markets kicked off the week in green on all three major indices. But Jurrien believes this latest jump is just part of a zig-zag pattern of the market trying to find equilibrium. He says the market is either in price discovery mode or trying to find balance. He also says the stock market is now 85 percent along the way of reaching a typical recession decline of 33 percent and 78 percent along the path of discounting a recession. He also touches upon the latest in inflation, financials and the Fed. Stay tuned for this and more.
Recorded on October 17, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
North American markets have continued to be choppy throughout October, accelerated by a hotter-than-expected U.S. CPI result, and the beginning of earnings season. Joining us today to look at what we can expect from the rest of the earnings season and to provide his insights on value investing is Naveed Rahman, Institutional Portfolio Manager. Naveed works alongside Joel Tillinghast, Morgan Peck, Sam Chamovitz and Salim Hart on Fidelity Global Intrinsic Value Class, and today joins host Bryan Borzykowski to share his outlook on the markets and provide a positioning update for the fund. Recorded on October 14, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Director of Quantitative Market Strategy Denise Chisholm is back on the program discussing recent data that may affect your portfolio and where advisors might want to look for opportunities in today’s market. Lately, there’s been a lot of uncertainty surrounding the market and recent government numbers may be causing concern for investors. Still, Denise says she doesn’t like to talk about government data because they tend to have very quirky calculations. And these calculations tend to be predictive in terms of the market over long, sustained periods. Denise often adds times at peak levels of uncertainty in the markets could mean opportunity in stocks. She believes mid-caps are the sweet spot right now and she looks for valuation spreads that are wide and relative valuation that is cheap and low. Sectors that are a bit risky are utilities, consumer staples and real estate.
Recorded on October 13, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Global markets have been primarily selling off of late, and investors are bracing themselves for what many economists are predicting is an inevitable recession by early 2023. In the UK, the Office of National Statistics reported that the country's GDP fell by 0.3% in August - an unexpected drop driven by a sharp decline in manufacturing and maintenance work, which slowed down the oil and gas sector. Also, the International Monetary Fund lowered its forecast for the global economy in 2023, warning that conditions could deteriorate amid multiple headwinds including high inflation and rising interest rates. Joining us today is Fidelity International Investment Director Tom Stevenson, who optimistically notes that the time to get interested as an investor, is when everyone thinks it’s the end of the world. Tom joins us from London to share his perspectives on economies and opportunities in the United Kingdom, Europe, and globally. Tom joins host Bryan Borzykowski.
Recorded on October 12, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we’re thrilled to again welcome back Matt Twigg, senior manager and lead researcher at Fidelity Labs, based out of Tokyo, Japan. Matt joins Colin Randall, Fidelity Canada's Director of Research, for a discussion on NFTs or non-fungible tokens. NFTs have skyrocketed in popularity making headlines for their million-dollar works of art and their imprint in the digital space. But what do NFTs mean beyond expensive art pieces? Matt breaks down definitions and concepts behind NFTs, tokens, and blockchain technology. He also provides real-life examples of NFTs in the marketplace right now and how NFTs can also apply to the healthcare industry, not just the music and art space.
Recorded on October 11, 2022
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Portfolio manager Ramona Persaud is back on the program, sharing her thoughts on investing during these uncertain times of economic slowdown. Ramona says there is a lot of fear and unpredictability in the markets these days, leaving investors concerned. But she says her approach remains focused on a few core factors: downside protection and risk-adjusted return. She adds that the type of investor who is attracted to a dividend-oriented strategy wants some amount of stability in returns, and lower volatility. When you maintain patience and focus on downside protection you can get these results.
Recorded on October 6, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
We’re pleased to welcome a special guest on today’s podcast - renowned economist Don Drummond, to discuss the health of Canada’s economy. Don has held several senior roles at the Federal Department of Finance, including Associate Deputy Minister, where he was responsible for economic analysis, and fiscal and tax policies. Don later served as Senior Vice President and Chief Economist at TD Bank, and he is currently Chair of the Canadian Centre for the Study of Living Standards; Fellow-in-Residence at the C.D. Howe Institute and a member of the Expert Advisory Group to the Canadian Institute for Climate Choices. As the Canadian economy has changed rapidly over the last few years, investors continue to grapple with how to navigate its volatile landscape. With Canada’s annual inflation rate sitting at 7%, pushing food and gas prices higher, how can policymakers slow inflation and grow Canada’s economy? We pose these questions and more to Don today, with Don sharing his unique perspectives with host Pamela Ritchie.
Recorded on October 5, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today's uncertain marketplace has highlighted the importance of investing in high-quality names, characterized by sound balance sheet structures that enable companies to weather more challenging environments. Although some investors correlate high-quality names with large-cap companies, that isn’t necessarily true. The small-cap space consists of several high-quality businesses with tremendous growth potential. In September, Fidelity launched Global Small Cap Opportunities Fund, which aims to uncover value by identifying mispriced high-quality companies. Joining today’s show to discuss the investment strategy behind Fidelity Global Small Cap Opportunities Fund, and how investors could benefit from investing in this space, are the fund’s co-portfolio managers Connor Gordon and Chris Maludzinski. A key highlight is that Connor and Chris share that volatility creates dislocation, and dislocation creates mispricing, which is what sets the stage for future returns. And there is no market area that is more dislocated right now than global small caps.
Recorded on October 4, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
We’re now in the fourth quarter of 2022. Markets continue to bounce between green and red, continuing last quarters trends, which saw the S&P500 fall to its lowest levels in September since March 2020. We’re joined again today by Director of Global Macro, Jurrien Timmer, for his global macro and markets update, as we look ahead to earnings season, the next Fed meeting, and what else is on the horizon globally to impact markets. As stocks aim for a rebound, what can we expect from this earnings season? Among other insights shared today with host Pamela Ritchie, Jurrien believes we're starting to get indications that we're getting closer to the end of this decline, than we have been so far. Jurrien will be sharing his charts so please head to @TimmerFidelity on Twitter to follow along.
Recorded on October 3, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
China Manufacturing PMI data reported an uptick in activity for the month of September - the first expansion since June. But while the country’s manufacturing activity grew, services and new factory orders contracted, continuing to put pressure on China’s overall economic growth. Meanwhile, Japan’s large-scale monetary easing policy has contributed to its low inflation - the lowest amongst major economies. Portfolio manager Eileen Dibb joins us today to unpack what’s next for Asia and look at how advisors and investors could position themselves in this region for the months ahead. For Canadian investors, Eileen manages Fidelity Asia Star Fund and Fidelity Japan Fund. Also today, among other topics, Eileen will provide a positioning update for her funds, across the Asia-Pacific region.
Recorded on September 30, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Worries about global economic growth and if a soft landing by the Federal Reserve is possible, remains top of mind with market watchers. So what should investors keep an eye on in the weeks ahead? We’re joined by Denise Chisholm, Director of Quantitative Market Strategy, who shares that the U.S. is in a much better position than the rest of the world because interest rates will likely be high enough to be able to generate some sort of stimulus and demand. Also, that it is likely inflation will begin to decelerate more quickly at some point over the next six months. Additionally, Denise provides an update on her top and bottom sectors right now – also noting that the risk-reward is rapidly shifting for energy stocks.
Recorded on September 29, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
There has been a lot of movement lately in global currencies - the pound, euro, and Canadian dollar have all shown signs of weakness, putting further pressure on investors and consumers. So as investors grapple with how the dip in regulated currencies are affecting their portfolio, many are looking to alternative asset classes, particularly cryptocurrencies. Recently, Ethereum, the second largest cryptocurrency, made a big move on the blockchain network called “The Merge”, and leading to an increased investor interest as it paves the way for a greener crypto future. On September 28th Fidelity Investments Canada announced the launch of two new products: Fidelity Advantage Ether ETF and Fidelity Advantage Ether ETF Fund. On today’s show we welcome Portfolio Manager Reetu Kumra and Digital Assets Strategist Meghan Chen, joining host Pamela Ritchie for a look at what exactly is Ether, how does it differ from Bitcoin, and how could these two new products for Canadian investors leverage your portfolio in a time of market volatility?
Recorded on September 28, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
North American markets have continued their turbulence of late, and with central banks trying to contain inflation and oil prices falling - market volatility is not out of frame just yet. During this period of continued uncertainty, where can investors access downside protection and even the potential for some upside with liquid alternatives? Joining us today to offer his insight on today’s market landscape, and to provide an update for both Fidelity Global Value Long/Short Fund and Fidelity Canadian Large Cap Fund is portfolio manager Dan Dupont. Dan shares that downside protection continues to be the main feature of his process, believing this provides the opportunity to outperform as compounding can happen from higher levels. Also today Dan looks at oil companies, the macro picture, shares his thoughts on the overall economy and recession fears, and the state of US companies versus global.
Recorded on September 27, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Global markets are still adjusting to the September FOMC meeting and subsequent rate hike. It remains clear that the Fed is committed to its plan to lower inflation, and investors are looking to obtain fair value in a financial climate laden with opportunities. Jurrien Timmer, Director of Global Macro, is back for his weekly look at the markets, to help unpack what investors could see in the short-term, and look at what current valuations say about where those opportunities will arise moving forward? Jurrien shares today that if the Fed goes where it says it's going and inflation expectations are correct, considering the effects of quantitative easing we are heading for significantly restrictive monetary policy. Jurrien also looks at the Fed cycle, the 60/40 portfolio, Europe’s energy crisis, and more. Also, per usual, Jurrien shares some charts so please head to @TimmerFidelity on Twitter to follow along.
Recorded on September 26, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
One of the most common market questions being asked is ‘have we reached the bottom?’ With another rate hike recently, one emerging view is that ‘we may be getting closer to the end.’ So, with this view in mind, what are the market expectations at this point in the cycle? What role do ETFs play and how should investors position their portfolios moving forward? ETF Capital Markets Director, Andrei Bruno joins us today to share insights on the latest market action, leadership in the ETF landscape, and thoughts on current and long-term portfolio construction. Andrei also shares today that he believes as we get a little bit more clarity into the inflation story and what the Fed and the Bank of Canada are going to do, it is time to start looking at fixed income. Andrei also notes that the upcoming earnings season is going to be very important for the equity outlook.
Recorded on September 23, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
We’re shining a spotlight on value investing today with institutional portfolio manager Naveed Rahman. As inflation remains a stubborn thorn in the side of the global economy, Naveed begins today’s show reflecting on the news of yet another 75 basis point hike by the U.S. Federal Reserve. Naveed also shares an update on positioning and the investing approach of Fidelity Global Intrinsic Value Class. This includes being constantly on the hunt for high-quality cheap companies that are cash generative. Among other topics covered today include companies “right-sizing” their debt, positioning in Japan including a look at the Yen and Japanese Central Bank, valuations of small caps versus large caps, and consumer trends.
Recorded on September 22, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On today’s show we welcome Chris Kuiper, director of research at Fidelity Digital Assets, based out of Boston. Chris joins host Colin Randall, director of research at Fidelity Investments Canada, to discuss all things digital assets. One of the most anticipated and significant events in digital assets relatively short history occurred in the early hours of September 15th. Dubbed the Merge, the event marks the Ethereum blockchain's transition move from a proof-of-work consensus mechanism to a proof-of-stake mechanism. Chris unpacks what this means, including how the Merge represents significant change in Ethereum's technical structure, its economics and environmental footprint, which some say will reduce the blockchain's energy consumption by more than 99%. Also, Chris and Colin discuss the differences between the Ethereum and Bitcoin networks, also what’s driving the price drops in Bitcoin and Ethereum this year, and how cryptocurrencies could fit into a portfolio.
Recorded on September 21, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
We’re joined today by a special guest, the Honourable John Baird, former Canadian Foreign Affairs Minister serving under Prime Minister Harper. The inflation story is continuing to move markets, and a major piece of the inflation story this year has been geopolitics including the Ukraine crisis and its consequences on energy and agriculture. Also, a rising China, shifting supply chains, and economic and military alliances across the globe. John Baird shares his views today on the geopolitical climate, to help make sense of what it all means for Canada. John has had a front seat in the world of diplomacy, trade negotiations, national security and decision-making at the highest levels of government. Some highlights from John’s discussion with host Pamela Ritchie include a look at the most significant geopolitical factors right now, the impact of inflation in Canada and globally, Canada’s relationship with the U.S., infrastructure, housing, immigration, and more.
Recorded on September 20, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Aneta Wynimko, portfolio manager of Fidelity Global Consumer Industries Fund, joins us today for a timely discussion on global consumer spending at a time when global economic activity may be slowing. Aneta, who is based in London, shares that trends are showing an upcoming weakness in consumption, especially in Europe. This means investing in consumers could be complex, and it is very likely consumption in Asia will continue to grow. Aneta also shares that companies with strong brand and innovation will be successful, and she unpacks habits of Gen Z consumers – noting they place a large emphasis on sustainability and the value of their purchases.
Recorded on September 16, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Joining us today for a look at the latest market action is Jurrien Timmer, Director of Global Macro. Today with host Pamela Ritchie, Jurrien breaks down recent market news surrounding interest rates, as well as sharing his perspectives on valuation, the business cycle, comparisons to past cycles and recession risk. Particularly, on the comparisons to past cycles, Jurrien note the similarities in today’s economy to the 1940’s during World War II. The demographics are different, but there are enough similarities to pay attention. Stay tuned for this and more.
Recorded on September 19, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
As summer turns to fall, many things are changing, but inflation remains directionally unchanged - stubbornly high. The August U.S. CPI numbers came in hotter than expected at 8.3%, causing further volatility in the markets the rest of the week. So, does this point to another aggressive rate hike by the Fed, and what will that mean for portfolio allocation decisions? David Tulk is today’s guest to unpack this and more. David is a portfolio manager on Fidelity’s Global Asset Allocation team who manage many funds for Canadian investors, including Fidelity Inflation-Focused Fund and the Fidelity Managed Portfolios suite. A few key topics from today’s 30-minute discussion between David and host Pamela Ritchie include a positioning update on the G.A.A. team’s funds including global allocations, specifically China. Also, a look at energy, gold, a long-term outlook for the Canadian dollar which includes looking at housing and interest rates. Additionally, David believing inflation is likely to be more persistent than what central banks and the market believes.
Recorded on September 14, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Denise Chisholm, Director of Quantitative Market Strategy, joins us again today. We’ve seen a lot of volatile market activity of late and Denise will keep us focused on the sectors and factors making headlines. All eyes are on Fed Chair Jerome Powell after his latest commitment to raise interest rates in the fight against inflation pressures. What will higher interest rates mean for the bond market? And with energy prices down and the markets looking for relief, is crude oil the key player in solving the inflation crisis? Denise is a student of history who uses historical probability analysis when looking at the markets and today she’ll share the trends and underlying indicators investors should be monitoring to evaluate the strength of the markets.
Recorded on September 15, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Portfolio manager Mark Schmehl is today’s featured guest. For Canadian investors, Mark manages Fidelity Special Situations Fund, Canadian Growth Company, and Global Innovators. We caught up with Mark on September 13, a day when the U.S. CPI announcement caused volatility in the markets. Is the current market environment ripe for stock picking? Perhaps a time to opportunistically position one's portfolio for the eventual recovery? Mark shares his thoughts on these questions and provides his perspectives on this year's equity markets and the current positioning of his portfolios. Among other topics today, with host Pamela Ritchie, Mark comments on energy, financials, the state of innovation, when is or was the bottom of the market, and how he is shifting from defence to offence. Mark shares that now is the time for him to look for opportunities he wants to own for the next cycle.
Recorded on September 13, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
The topic of retirement and retirement savings is ever-present in the minds of Canadians. It can be complex, and Inflation makes things more complicated. But today we hope to ease some concerns and help you stay on track, with this shorter 15-minute episode featuring Michelle Munro, Director of Tax and Retirement Research. With host Quinn Flaherty, Manager of Editorial Content, Michelle unpacks the savings journey to retirement, key risks to retirement income and how a financial advisor is an invaluable resource in retirement planning.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Jurrien Timmer, Director of Global Macro, joins us again for his global macro and markets update. In today’s discussion, recorded on Monday September 12 ahead of the U.S. CPI numbers released on Tuesday, Jurrien draws some parallels between today’s market and 1994. He notes that in ’94 the market was not able to bottom until the Fed was done tightening – and the current narrative is that the Fed is not done tightening. Also today with host Pamela Ritchie, Jurrien unpacks how in a traditional 60/40 portfolio, the 40 is the most interesting place to be right now and it looks like the 60 is still going to be at risk for a little while longer.
Recorded on September 12, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Bobby Barnes, Head of Quantitative Index Solutions, is here with us today to discuss how factor investing can help investors find calm in the chaos, and which factors fit best in today’s market cycle. As U.S. equity markets are anticipating a 75-basis point rate hike by the Federal Reserve, Bobby notes that allocations to momentum and quality factors should give you participation if the market is rising, but at the same time can offer good downside protection. Bobby also shares how his work has found that the low vol factor historically performs well in both late cycle and in recessionary environments. Also today, with host Pamela Ritchie, Bobby reflects on housing affordability, where we are in the market cycle, and touts the benefits of knowing ones investment strategy and risk tolerance to not get caught up reacting to short-term market movements.
Recorded on September 9, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Veteran fixed income portfolio manager Jeff Moore is today’s guest. For Canadian investors, Jeff is involved with many Fidelity Canada funds, including Fidelity Multi-Sector Bond Fund, Global Bond Fund, U.S. Monthly Income and NorthStar Balanced. With the Bank of Canada announcing a 75-basis point rate hike, there are now questions surrounding how other central banks will follow, and what affect this will have amongst investors. The bond market has had an extremely volatile year, but is it now at a buying level? And what could the U.S. CPI print tell us about where bonds and yields are headed in the months ahead? Jeff and host Pamela Ritchie unpack all of this and more today.
Recorded on September 8, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, host Étienne Jonas-Bouchard welcomes Ghislain Maillet, District Vice President at Fidelity Investments Canada. The objective of this episode is to get some refreshing perspectives on the Canadian ETF industry, and its evolution over time from the eyes of a seasoned industry expert. Étienne and Ghislain explore questions such as, when was the true rise of ETFs in Canada, what are some of the main use cases for ETFs in advisor and investor portfolios, how do you balance active and passive exposure and many more.
Recorded on September 6, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Portfolio manager Darren Lekkerkerker joins the show today. For Canadian investors, Darren manages Fidelity North American Equity Class, is co-manager of Global Natural Resources Fund and manages the equity sub-portfolio of Canadian Balanced Fund, among other mandates. Today Darren joins host Pamela Ritchie for a look at North American equities, including where he is seeing opportunities and which sectors he is bullish on for the months ahead. The Bank of Canada raised its benchmark rate to 3.25%, which means Canadian monetary policy is now in the restrictive territory – meaning the range in which the interest rate will begin to suppress economic activity. Darren mentions how September is conference season and he’s been busy with conferences and CEO meetings. Among other topics, Darren reflects on commodities including copper and fertilizer, also currencies, railroads, what he’s learned from managing during past periods of market volatility, and more.
Recorded on September 7, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
As inflation rages on, it continues to eat away at the investment plans of many, including retirees, who are often neglected when it comes to discussing how to build an income portfolio. With the Bank of Canada announcing another interest rate hike, how can advisors guide investors, especially those nearing or in retirement, to construct a solid portfolio during a period of inflation and market uncertainty? Paul Ma, VP Lead Portfolio Strategist, joins host Pamela Ritchie to share his portfolio construction insights, including a “bucket strategy” which helps manage behavioural biases by taking advantage of the mental accounting of treating money differently depending on different needs, and timelines. Paul shares that younger people are more likely to panic in times of uncertainty and may need to reassess risk profiles and consider moderate portfolios.
Recorded on September 6, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Russia’s invasion of Ukraine has caused an energy crisis. As a result, countries around the world have significantly changed the way they’re approaching energy. The European Union has made plans to increase its solar and wind power. Amidst this whirlwind of transition, how important is it for advisors to look at investing in renewable plays and why should they consider a fixed income approach? Today, Kris and Sajiv share how they seek to identify leaders in global decarbonization to include in Fidelity Climate Leadership Bond Fund, which includes utilizing Fidelity research analysts from across the globe. They note how this changing macro backdrop is the most challenging in decades, and also share thoughts on the expansion of EV charging stations, opportunities in South Korea, supply chains, and real estate, among other topics in today’s 30-minute discussion.
Recorded on September 1, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Federal Reserve Chair Jerome Powell’s hawkish remarks at the Jackson Hole Economic Symposium have raised a slew of questions around the health of the economy and where it’s heading. One area that analysts are keeping a close eye on in the midst of the news is the credit market. With higher interest rates coming, what does this mean for credit spreads? Is it possible for there to be a credit resurgence over the course of the year? Joining us today to discuss her thesis for credit, and where she sees opportunities in the markets in the months ahead is Denise Chisholm, Director of Quantitative Market Strategy. On the topic of inflation, Denise notes that unemployment and wages are not necessarily drivers of inflation and that government spending has been the bigger driver of inflation. Additionally, Denise shares her thoughts on various sectors including consumer discretionary, financials, and energy.
Recorded on August 31, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
David Way, portfolio manager of Fidelity Long/Short Alternative Fund, is today’s guest. As investors focus on the daily market moves and wonder where rates are heading, David notes it’s important to consider how higher interest rates could affect company performance over time. Today with host Pamela Ritchie, David shares where he’s seeing opportunities, provides an update on the current positioning of Fidelity Long/Short Alternative Fund, explains how he approaches short selling and unpacks how interest rates affect the housing market.
Recorded on August 30, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Frequent guest Ilan Kolet is back with us again today. Ilan is an institutional portfolio manager on Fidelity’s Global Asset Allocation team who manage several funds for Canadian investors, including the Fidelity Managed Portfolio suite of funds. We caught up with Ilan the week after the U.S. Federal Reserve’s Jackson Hole Economic Symposium. Ilan looks at key takeaways, and unpacks what this has meant for the U.S. equity markets, and what may be next for inflation, rates, and possible recession. A few findings include hiring may slow and unemployment drifting higher in the U.S., services prices being largely determined by the labour market and wage growth, and the Fidelity Managed Portfolios continuing to hold Treasury Inflation-Protected Securities (TIPS) as inflation protection.
Recorded on August 29, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Sarah Hoffman, Vice President of AI and Machine Learning Research, joins host Pamela Ritchie today for a look at how artificial intelligence and machine learning is affecting investing today. Artificial Intelligence is a branch of computer science involved with the design of computers or other programmed mechanical devices having the capacity to imitate human intelligence and thought. Built-in smartphone assistants, smart cars, and even music and video streaming services that seem to recommend you the perfect playlist to listen to and film to watch, are all everyday examples of Artificial Intelligence. But there is still room for advancement. So what is next for AI? And how could we potentially use AI in the financial industry to change the way we invest and think about money? Sarah and Pamela will unpack all of this and more today.
Recorded on August 26, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
We’re looking at financials today, posing the question of how banks and asset managers are navigating through the current market environment. Also, where are the immediate and long-term investment opportunities across financials in North America? Analyst and portfolio manager Matt Egerton joins us to discuss the latest on the financial sector and to share his equity research findings. Matt also shares some perspectives on the U.S. Federal Reserve and Jackson Hole summit that was taking place at the time of recording.
Recorded on August 25, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Joining us today for a look at what’s next for sustainable investing is Fidelity Sustainable World ETF portfolio manager Anna Lester, and institutional portfolio manager Mike Hagopian. Governments around the world are taking swift action to battle climate change by advancing the transition to a clean economy. Prime Minister Justin Trudeau and German Chancellor Olaf Scholz met recently and discussed several green initiatives, including a hydrogen alliance. South of the border, a new climate bill put in motion by President Biden would see about $375 billion over 10 years to encourage industry and consumers to shift from carbon-emitting to cleaner forms of energy. Anna and Mike join host Pamela Ritchie to unpack what all of this means for companies and how they operate and report. Also, what will be different in the way society approaches investing? Also today, Mike explains the strategy behind Fidelity Sustainable World ETF which is a global equity fund focusing on best-in-class ESG companies. Anna details companies in the portfolio – which are companies that are strong financially and are strong from an ESG scoring perspective.
Recorded on August 24, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we’ll hear from two members of Fidelity’s Global Asset Allocation team who should be familiar names to our podcast audience. This discussion was recorded at a recent live event, with host Gord Thomson joined by portfolio manager David Tulk and institutional portfolio manager Ilan Kolet, on stage in Vancouver in front of an advisor audience. David and Ilan field questions from the live audience, provide a positioning update on the several funds the team manages, and share their unique perspectives on the current market landscape.
Recorded on August 16th at Fidelity Canada’s recent Focus 2022 event in Vancouver.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we’re focusing on digital assets, ETFs and the metaverse. Vivian Hsu, Director of Production Innovation, and Meghan Chen, Digital Assets Strategist, join host Gord Thomson, VP Regional Sales for Western Canada. Meghan shares her thoughts on the Metaverse - how these immersive worlds have grown, where it’s going, and how it is investable. Meghan notes she looks at four key areas of opportunity: digital infrastructure, content, economy and interface. Aside from gaming and socializing, some other areas of opportunity include remote working, education, and shopping. Vivian details the launch of the Fidelity Total Metaverse Index ETF and ETF fund, as well as the overall Fidelity Canada ETF lineup, including the All-In-One ETF suite. Vivian, Meghan and Gord also discuss ESG trends, regulation in the metaverse and cryptocurrencies. Also, cryptocurrency adoption, how bitcoin may fit into a traditional 60/40 portfolio and Meghan addresses common questions and criticisms.
Recorded on August 16th at Fidelity Canada’s recent Focus 2022 event in Vancouver.
Looking for more insights? Vivian is hosting a Reddit AMA (Ask Me Anything) event on September 8 from 12:00 pm - 2:30 pm EST. All are welcome to stop by and ask their questions about markets and investing: reddit.com/r/fidelitycanada
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Tom Stevenson, Investment Director at Fidelity International, is back on FidelityConnects today. A new report out of the Office for National Statistics reported that during the height of the COVID-19 pandemic in 2020, U.K. GDP shrank to 11% - a number not seen in over 300 years. Though their economy bounced back to pre-pandemic size late last year, inflation is running hot at 10.1% in July, and as Tom notes today, is projected to hit its highest level in nearly 50 years next year at 18.6%. With the ongoing energy crisis in Europe, global droughts, and a summer rally that is appearing to fade, what is next for equity markets? Tom joins host Pamela Ritchie today to unpack all of this and more, including U.K. labour supply shortages fueling high prices for goods like food, a hawkish Bank of England monetary policy driving a decline in demand for the UK hosting, and how the U.K. economy appears to be in better shape than continental Europe.
Recorded on August 23, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
In October 2020, Fidelity Investments Canada launched a series of liquid alternative funds. Many liquid alternative funds seek returns that are less correlated with traditional asset classes, by using additional investment strategies such as short selling, borrowing or derivatives. This can widen the scope of opportunities available to investors beyond long-only investing. On a recent podcast, we heard from portfolio manager Dan Dupont, who manages Fidelity Global Value Long/Short Fund. Today we hear from two portfolio managers who both started at Fidelity in 2008 as analysts. We’ll hear from Brett Dley, manager of Fidelity Market Neutral Alternative Fund, and Dave Way, manager of Fidelity Long/Short Alternative Fund. Leading the discussion is Rory Poole, Alternative Strategist. Among other topics, Brett and Dave share their thoughts on the current market environment, as well as some details on their individual investment approaches and their respective funds' strategy.
Recorded on August 16th at Fidelity Canada’s recent Focus 2022 event in Vancouver.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Jurrien Timmer, Director of Global Macro, joins us again for a macro and markets update sharing his perspectives and thoughts on what may be ahead. Jurrien notes how since the June lows we’ve retraced half of the equity markets declines. But now we’re at a crossroads as bear market rallies historically never retrace more than half of a decline. Jurrien also looks at what might be next from the U.S. Federal Reserve, sharing the expectation is for rates to rise to 3.5% then ease back to 2.5%. Also today Jurrien looks at supply chains, inflation, the yield curve, and fixed income in today’s market environment including the health and validity behind the traditional 60/40 portfolio.
Recorded on August 22, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Veteran Fidelity portfolio manager Dan Dupont shares what the term “aggressive patience” means to him, and lessons learned while investing across his 20+ year career. Dan also provides an update on his funds. For Canadian investors, he manages Fidelity Canadian Large Cap, Global Value Long/Short, is a co-portfolio manager on NorthStar and is an underlying fund manager on several funds.
Dan notes how he sticks to his deep-value process through the various stages of the market cycle, reflects on the market activity seen this year, and shares some perspectives on what’s to come.
Recorded on August 16th, 2022, at Fidelity Canada’s recent Focus 2022 event in Vancouver.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Denise Chisholm, Director of Quantitative Market Strategy, joins us again today to share her perspectives on the markets, and the sectors you need to pay attention to right now. Investors are paying close attention to what the inverted yield curve says about the trajectory of the economy. Denise unpacks this today with host Kathryn Black, Director of Sales Enablement, noting that when looking at history, in hindsight a yield curve inversion does predict a recession. But, that recession has historically happened between 6 months to 4 years from the inversion. Also discussed today are geopolitics, bond markets, the economic cycle being driven by bank lending, and the topic of consumer sentiment. Denise also looks at various sectors including a big focus right now on energy, financials, and consumer discretionary.
Recorded on August 18, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Technology and health care harmoniously go hand in hand. Without the proper medical devices, many life-saving medical procedures could not be performed. And since the covid-19 pandemic, a modern merger of these two sectors - telehealth - has flourished. But with telehealth comes cloud computing, and cyber security - the latter being of focus by tech companies this year as Russia’s war in Ukraine has caused an increase in ransomware attacks. Max Adelson, equity research analyst, joins us today to unpack what’s driving the health care and tech sectors, and shares key trends and opportunities he’s focusing on looking ahead.
Recorded on August 4, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Major U.S. markets have came off recent lows and the debate on where we are at in the cycle seems to be shifting. On today’s show, ETF strategist Etienne Joncas-Bouchard shares that it feels like we’re in a late-cycle environment and he’ll note which factors he is paying attention to for the current market environment. With host Quinn Flaherty, Manager Editorial Content, Etienne notes that investing in quality right now versus investing in value has a higher probability of a positive outcome, based on this market environment in the past. Among other topics, Etienne also provides an update on the Fidelity All-in-One ETFs. For more from Etienne, please check out his podcast episodes “The Fidelity ETF Exchange”, posted monthly within this FidelityConnects channel. Recent episodes include a Q2 2022 recap, and a look at overall portfolio construction.
Recorded on August 16, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
We’re joined today by Catherine Yeung, Investment Director with Fidelity International, who is based in Hong Kong. As overall growth in China has slowed, what is on the horizon? What should investors brace for over the next few months, and how can they make the most of their investments in the world’s second-largest economy? Catherine provides her on-the-ground perspectives today, unpacking several topics including the property market in China, the healthcare sector, policy changes, and the country's zero-COVID policy which has led to various lockdowns as well as entertainment and leisure closed.
Recorded on August 15, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Matt Siddle, portfolio manager of Fidelity Europe Fund, joins us today to discuss the latest market movements in Europe, and where he is finding opportunities in the second half of 2022. Matt also provides a positioning update for his fund, and explains why European value is looking cheap right now. With host Pamela Ritchie, Matt unpacks the energy needs in Europe this winter, the health of the consumer in Europe and how this differs from country by country, thoughts on moves by central banks - specifically the Bank of England, and more. Matt believes buying a value based European equity fund is a good fit for those investors looking to diversify from North American exposure.
Recorded on August 12, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Jurrien Timmer, Director of Global Macro is back with us today to provide his macro and markets update. After strong equity market rallies in the last two months, we’ve seen some red this week. Will recent news surrounding slowing growth and a key interest rate cut in China cause any lasting implications in North American markets? More importantly perhaps will it impact how the Fed handles their interest rate moves in September? Jurrien breaks down these hot topics and more alongside host Pamela Ritchie. Per usual Jurrien will be sharing his charts so please head to @TimmerFidelity on Twitter to follow along.
Recorded on August 15, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Veteran portfolio manager Steve DuFour joins us today, manager of the concentrated Fidelity U.S. Focused Stock Fund, for Canadian investors. 2022 has been a turbulent year in equity markets and Steve shares with us today where he is currently finding opportunities using his rigorous stock-picking process, and he notes the key to his process is focusing on relative earnings growth during this time of bearish economic outlook. Today with host Pamela Ritchie, Steve also reflects on the energy sector, e-commerce payment companies vs. the traditional payments companies, and healthcare, among other topics. One interesting note on healthcare is Steve sharing that healthcare in the U.S. is moving towards small and personalized medicine for small subsets of the population.
Recorded on August 11, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
With the highest inflation rate we have seen in decades, Canadians are concerned about the rising cost of living and its impact on their retirements. Today’s episode is part two of a look at five key risks for retirement income planning, featuring Michelle Munro, Director, Tax and Retirement Research. Whether you are in retirement, nearing retirement, or planning for future retirement needs, today’s episode will definitely be of interest. In case you missed it, part one was posted on July 21, 2022.
Recorded on August 10, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
What is the right asset allocation approach in the current market environment? Where are the investment opportunities in the Canadian and U.S. markets in the coming months? To answer these questions and more we’re joined today by portfolio managers David Wolf and David Tulk of Fidelity’s Global Asset Allocation Team, who join host Pamela Ritchie. Today David and David look at where we are in the business cycle, and if inflation is more structurally entrenched than markets are accounting for. Also what’s behind the up/down markets we’ve seen this year, and what could be next from central banks.
Recorded on August 10, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we’re pleased to welcome Kelly Lannan back to the show for an informative discussion on the financial habits of Gen Z and Millennial investors. Kelly is Senior Vice President, Emerging Customers, with Fidelity Investments based out of Boston. This year we’ve seen the global trend “The Great Resignation” in North America. But Millennials aren’t just re-thinking their career moves, they are also making the shift to re-prioritize longer term financial strategies. So are how are the younger generations investing? And how much are investment decisions impacted by life-stages rather than more linear by age as was more common with other generations? Kelly joins host Pamela Ritchie today to answer these questions. Please note that in today’s discussion Kelly references studies completed by Fidelity Investments in the United States, as well as some products, apps, services, and marketing initiatives applicable to the U.S.
Recorded on August 8, 2022.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Fidelity Global Real Estate Fund portfolio manager Steve Buller joins us today. U.S CPI data for the month of July has come in at 8.5%. We now wonder if this downward pressure on CPI indicates a more dovish call from the Federal Reserve in September. Steve looks at how this could impact commercial real estate and the REIT market globally. Additionally, Steve shares the real estate trends he is following, and touches on his fund’s positioning and investment strategy.
Recorded on August 10, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Joe Overdevest joins us on today’s podcast. Joe is the director of research and portfolio manager at Fidelity Canada. For Canadian investors, Joe co-manages Fidelity Global Natural Resource Fund, as well as private pools, strategies for institutional clients, sub-portfolio manager on Canadian Asset Allocation Fund, and equities sub-portfolio manager on Fidelity Inflation-Focused Fund, a fund launched in September 2021 that aims to invest in securities collectively resilient to inflation. As director of research, Joe oversees a team of equity research analysts who focus on specific sectors, providing research and analysis to portfolio managers. Today Joe looks ahead to autumn 2022 and trends in both Canadian and global markets. Joe reflects on different sectors and how rising rates and inflation may affect markets in the coming months.
Recorded on August 9, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
On today’s podcast host, Pamela Ritchie is joined by two members of Fidelity Canada’s equity research team – analysts Robert Reynolds and Claire Fleming. The equity research analysts focus on specific sectors, providing research and analysis to portfolio managers. Today we’re shining a spotlight on the industrials and materials sectors, breaking down what’s shaping those sectors currently, and what is on Robert and Claire’s radars in the second half of 2022.
Recorded on August 3, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we welcome back Tom Stevenson, Investment Director at Fidelity International, based out of London. In speaking with host Pamela Richie, Tom provides us with his up-to-date outlook on global markets amidst the market volatility and high inflation we’ve seen of late. Diversification continues to be important during times of crisis, and Tom shares what he is seeing on the ground in London, and observations on global markets.
Recorded on August 2, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, host Étienne Joncas Bouchard and guest Cameron Chamberlain sat down to discuss everything portfolio construction. Cameron is a Portfolio Strategist at Fidelity Investments Canada. He joined the podcast to discuss how advisors and investors can improve the diversification of their portfolio. With 2022 shaping up to be one of the most challenging years of the past decade from an asset allocation perspective, the panel explored how to manage interest rate vs. credit risk, how to combine various investment factors, as well as what are some of the potential risks we are facing on a go forward basis.
Recorded on July 28, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we’re bringing you an engaging discussion featuring portfolio manager Ramona Persaud and director of quantitative market strategy Denise Chisholm, joining host Pat Bolland. This conversation was recorded during Fidelity Canada’s Focus 2022 event in Boston. Both Ramona and Denise should be familiar names to our podcast audience. Denise is responsible for researching Fidelity’s portfolio construction strategies, which then is a resource for Fidelity’s portfolio managers. Ramona manages several dividend-focused portfolios and maintains attention on downside protection and delivering strong risk-adjusted returns. We’ll hear their thoughts on the market environment and business cycle, as well as finding alpha from top-down to bottom-up. Also, some more information on how Denise’s use of historical probability provides insights to the portfolio managers on what may be coming ahead.
Recorded on July 15, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Institutional portfolio manager Abhijeet Singh joins us today for a look at key drivers and regions in focus in emerging markets. Abhi works alongside portfolio manager Sam Polyak on Fidelity Emerging Markets Fund, and today provides a fund update with host Pamela Ritchie. Abhi will comment on the affect a strong US dollar has on emerging markets, thoughts on the upcoming election in Brazil, as well as sharing areas of interest currently within China, India, and other regions. Another interesting topic Abhi unpacks is what areas could transition from frontier to emerging and emerging to developed within the next few decades. He notes South Korea for example is currently classified as developed by FTSE but not by MSCI.
Recorded on July 28, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
What does a rising rate environment mean for bond investors, and is now the time for them to consider leveraged loans? Today we catch up with portfolio manager Michael Plage for a look at the fixed-income market landscape. We caught up with Michael on the morning of July 27th, the day of the U.S. Federal Reserve announcement. Markets traded in positive territory in anticipation of the rate announcement on the backs of strong earnings from tech leaders in this current earnings season. Michael shares that the upcoming CPI Print on August 10th is important, believing a double-digit number means the Fed isn’t slowing but 7-8%, and the market will read as Fed is almost done. So in addition to unpacking Fed moves and an overall look at the market landscape with host Pamela Ritchie, Michael also provides an update on positioning in the several fixed income funds he is involved with for Canadian investors.
Recorded on July 27, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Oil is in focus today with equity research analyst Thomas Goldthorpe. This is a timely topic as the European Union recently agreed to cut their natural gas use to prepare for further supply cuts or even a full cut-off from Russia. Thomas also looks at what is happening closer to home and what role Canada could play in this. So what’s on the horizon for oil, gas, and renewables? A few highlights Thomas shares today include noting we are going to see demand rationing which generally requires higher prices, and this could create issues in both Canada and the U.S. Also, how wind, solar and nuclear energy comes into the discussion, and how ESG and carbon capture continues to be a big story.
Recorded on July 26, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Today we’re looking at how veteran Portfolio manager Adam Kramer and Institutional portfolio manager Scott Mensi balance income and risk within their funds. For Canadian investors, Adam manages Fidelity Tactical High Income Fund and Fidelity Strategic Income Fund. As Adam explains, he runs a flexible mandate to invest across the full spectrum of income-oriented asset classes, and with Tactical High Income, the team is rounded out by Ford O’Neil and Ramona Persaud to offer a diversified income solution that can offer the potential for enhanced yield. Scott looks at the traditional changing leadership and dispersion among asset classes, and how the asset classes within the fund change as well. Today’s discussion was recorded at Fidelity Canada’s recent Focus 2022 event in Boston. Please note, two slides were displayed to the in-person audience.
Recorded on July 15, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
We’re joined today by Bobby Barnes, Head of Quant Index Solutions, and Kevin Robertson, Quantitative Analyst. Bobby provides a brief background of quantitative analysis and investing at Fidelity and how quant investing led to the launch of factor ETFs. The main focus of today’s discussion is centered around the metaverse – a virtual world with real opportunities. Kevin explains to host Pat Bolland how this “more immersive version of the internet” is demonstrating the progression of augmented and virtual reality, and also reflects on centralized vs. de-centralized, NFTs, among other topics. Bobby and Kevin also look at how the metaverse is investable and how it all relates to factor investing, thematic investing, and cryptocurrencies. Today’s discussion was recorded at Fidelity Canada’s recent Focus 2022 event in Boston. Please note, that a few slides were displayed to the in-person audience.
Recorded on July 15, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
In a time of steep interest rate hikes and market uncertainty, where can opportunities be found from a geographic and sector standpoint? Joining us today are members of the team behind Fidelity Global Intrinsic Value Class – portfolio managers Morgan Peck and Sam Chamovitz, and institutional portfolio manager Naveed Rahman. Morgan, Sam, and Naveed work alongside portfolio managers Joel Tillinghast and Salim Hart on Global Intrinsic Value, a fund available to Canadian investors. Today’s panel reflects on the current market environment we find ourselves in, including the big topic of inflation. Also, the current structure of their portfolio, its investment thesis, and where globally they are finding opportunities. Additionally, they’ll share some thoughts on the upcoming earnings season.
Recorded on July 21, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
In this episode of the Fidelity ETF Exchange, powered by FidelityConnects, host Étienne Joncas Bouchard and guest Andrew Clee, VP, Product, sit down to recap notable trends and headlines in the Canadian ETF Industry for Q2 2022. The Canadian ETF industry saw a rare month of outflows to cap off the second quarter of the year, the first in three years as investors sold equities to buy bonds. Total year-to-date flows remain strong at $16.9B as of end of June. Key topics also covered today include the resurgence of flows in fixed-income ETFs, the impact of interest rate hikes on the Canadian ETF industry, as well as a recap of equity factor performance.
Recorded on July 20, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Joining us again to provide his insights on what’s making news in the markets this week is Jurrien Timmer, Director of Global Macro. Today, Jurrien shares with host Pamela Ritchie that when and if there is a recession is based on much more than just GDP growth. In addition to the big recession question, Jurrien also looks at earnings estimates, valuation, moves by the U.S. Federal Reserve, and commodities, among other topics. Per usual Jurrien’s perspectives are supported by his charts and graphs. Please head to @TimmerFidelity to follow along.
Recorded on July 25, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
We’re shining a spotlight on emerging markets investing and the Fidelity Emerging Markets Fund, managed by today’s guests Sam Polyak, portfolio manager, and Abhijeet Singh, institutional portfolio manager. It’s been a tough year so far for investing in emerging markets, as Sam shares why off the top of the show. Despite this, many individual investors, funds, and institutions are increasingly looking at emerging markets. Fidelity Emerging Markets Fund, managed by Sam and available for Canadian investors, is a concentrated fund with a strong focus on active management and leveraging Fidelity’s proprietary global research network to identify opportunities within these developing nations with fast-growing economies.
Recorded on July 15, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Michael Plage is a portfolio manager on Fidelity’s fixed-income team, based out of Merrimack, New Hampshire, and today he joins host Pat Bolland to share his perspectives on fixed-income investing in the current market environment. For Canadian investors, Michael co-manages numerous fixed-income funds including Fidelity Multi-Sector Bond Fund, Investment Grade Total Bond, Global Core Plus Bond ETF and the fixed-income subportfolio of NorthStar Balanced.
Recorded on July 15, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Canadian inflation for the month of June has come in at 8.1% - slightly lower than the 8.4% expected by economists. While this month’s figure does provide some relief that the acceleration hasn’t been as bad as economists were expecting, inflation is sitting above 8% for the first time since the early 1980s. So how should we interpret core inflation rising 5% from May? Today’s guest, Ilan Kolet, is here to answer that question. Ilan is an institutional portfolio manager on Fidelity’s Global Asset Allocation Team. His prior roles with Fidelity Investments (U.S.), Bloomberg, and the Bank of Canada, make him the perfect guest to analyze inflation.
Recorded on July 20, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Dividend-focused portfolio manager Ramona Persaud is our guest today to unpack the role of dividends in today’s inflationary environment. U.S. inflation has accelerated at a record pace, up 9.1% in June from last year, affecting everything from everyday goods to gas, groceries, and rent. Ramona believes dividends and a higher quality portfolio matter during this confusing market period. Ramona joins host Pamela Ritchie to discuss how her funds are currently positioned, share her thoughts on what we’ve seen in markets this year, and what is on her radar for the months ahead, including a big focus on valuation.
Recorded on July 19, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Denise Chisholm, Director of Quantitative Market Strategy, joins us again today to share her insights on the current market environment, and the sectors and factors making headlines. Specifically today, with host Pamela Ritchie, Denise reflects on the consumer, looking at consumer discretionary and staples. They also discuss utilities, financials, and health care. Denise notes health care can help play both offence and defence in a portfolio. Denise and Pamela discuss if inflation has peaked, the state of the traditional 60/40 portfolio and how the bond market looks right now.
Recorded on July 19, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Jurrien Timmer, Director of Global Macro, is back with his weekly look at the markets. Today, with host Pamela Ritchie, Jurrien looks at style rotation noting that as the bear market continues, we get to a point where nothing is trading at the top half of its range. Looking at the U.S. Federal Reserve, Jurrien shares there is speculation the Fed will follow the Bank of Canada's footsteps and make an aggressive 100 basis point rate hike. And on the topic of inflation, Jurrien notes the market expects inflation to be peaking here, and we’re also seeing oil, copper, and used car prices coming down, as well as container shipping rates. Jurrien will be sharing his charts, so please use @TimmerFidelity on Twitter to follow along.
Recorded on July 18, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
With the highest inflation rate we have seen in decades, Canadians are concerned about the rising cost of living and impact on their retirements. Today, Michelle Munro, Director of Tax and Retirement Research, joins the show for an informative discussion on how inflation and other risks can affect those in retirement and those planning for retirement. Michelle will be sharing these five key risks for retirement income planning with us and with host Quinn Flaherty, Manager, Editorial Content.
Recorded on July 14, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Geopolitical tensions are ongoing in Europe, and inflation continues to rise. Join Ayesha Akbar, Portfolio Manager, as she shares her insights on how to navigate global markets safely. For Canadian investors, Ayesha manages Fidelity Global Asset Allocation Fund.
Recorded on July 15, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Luc Froehlich, Fidelity Global Head of Digital Asset Solutions, shares his insights into blockchain and the impact it will have on the industry in 2022 and beyond. In speaking with host Colin Randall, Director Research, Luc notes we are only at the early stages of blockchain technology as we haven’t figured out all of the use cases. A key takeaway is that investors should take this opportunity to learn more about blockchain technology, while focusing on blue-chip tokens and infrastructure.
Recorded on July 13, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Portfolio Manager Sri Tella comments on the Bank of Canada’s latest interest rate decision and what it means for bond markets. Sri is based out of Fidelity’s fixed income headquarters in Merrimack, New Hampshire, and for Canadian investors is involved with 12 Fidelity funds, including Fidelity Canadian Bond Fund, Corporate Bond Fund, and the fixed income subportfolio of Fidelity Inflation-Focused Fund. A fund launched in September 2021, that aims to invest in securities collectively resilient to inflation, leveraging Fidelity’s vast global network and proprietary research.
Recorded on July 14, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Andrew Marchese, Fidelity Canada Chief Investment Officer, and Portfolio Manager, discusses the latest on various Canadian sectors, such as financials and energy, and how to invest safely in today’s turbulent economic landscape.
Recorded on July 12, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Looking for leading analysis to better understand what’s moving the markets around the world and to be better prepared for what may be next? Joining us again for his weekly view on the markets is Fidelity’s Director of Global Macro, Jurrien Timmer. Jurrien will help us make sense of the current market environment, as we’ve seen green one day and red the next.
Recorded on July 11, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Join Charlie Hebard and Michael Kim as they provide an update on Fidelity Long-Term Leaders Fund and discuss the importance in today’s environment of identifying and assessing long-term industry leaders worldwide.
Recorded on July 8, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
June was a volatile month as inflation reaches all-time highs and central banks scramble to cool it by raising their key interest rates. Sector Strategist Denise Chisholm brings her unique insights and perspectives on the sectors to watch in global markets. Denise is a student of history who uses historical probability analysis when looking at the markets, and today she joins us for her sector watch – highlighting the sectors, factors, and underlying indicators investors should be monitoring to evaluate the strength of the markets.
Recorded on July 7, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
The Bank of Canada recently released the results of their Summer business executive and consumer surveys. On inflation, the survey showed that many Canadians expect higher inflation to persist longer than previously thought. So where could investors turn, and could dividends be the place for the foreseeable future? And specifically which sectors of dividends? Joining us today to tackle this question and more, is veteran portfolio manager Don Newman. For Canadian investors Don manages Fidelity Dividend Plus Fund, and is also the underlying or subportfolio manager on other Fidelity Canada funds including Dividend Fund and Monthly Income Fund. Don is also director of research managing a team of equity research analysts on the Fidelity Canada investment team.
Recorded on July 6, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Jurrien Timmer, Director of Global Macro, joins us again today, for his first third quarter 2022 appearance. The S&P 500 was down 21% for the first half of the year, which was the biggest first-half-of-the-year decline since 1970. Today with host Pamela Ritchie, Jurrien reflects on trends in bear markets of the past, as we wonder how long will this current bear market last. Also, if this is a recession or non-recession bear market. Jurrien also looks at the upcoming earnings season, and notes we’re transitioning from worrying about inflation to worrying about growth. Per usual, Jurrien will be sharing some charts so please head to @TimmerFidelity on Twitter to follow along.
Recorded on July 5, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Joining us again today to provide his analysis of global markets is Tom Stevenson, Investment Director at Fidelity International, based in London. The G7 summit wrapped up last week in Germany where leaders of the world’s seven richest countries discussed a number of global issues, particularly an end to Russia’s war in Ukraine. As fears of a global recession loom, we’ve seen the price of oil slipping, and commodities such as copper are trading at a 17-month low. Among other topics today, Tom and host Pamela Ritchie look at earnings and the bond market. Also, the big topic of inflation, including if a recession is on the horizon. Tom notes that the Bank of England is expected to raise rates this month, and shares that the increase in the cost of living is hitting people hard in the UK. Wages are front and center as people are dealing with increases in the price of food, energy, and more. Tom also explains how this has led to strikes.
Recorded on July 4, 2022.
Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_stevenson_july4.pdf
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Investors remain a little on edge ahead of the second-quarter earnings season and the Fed’s handling of high inflation in the U.S. Some economists speculate a market slowdown, and we’ve seen volatile markets of late. So how can investors take advantage of this volatility? Dave Way, portfolio manager of Fidelity Long/Short Alternative Fund, joins us today to discuss his fund and the advantages of an alternative investment style, which may be effective for investors in this market environment. Today, among other topics, Dave and host Pamela Ritchie discuss the downward pressure on goods inflation and how we’re now contending with services inflation, how commodities are a very attractive asset class and tend to be the most resilient in delivering real returns to portfolios over time, and also how Dave finds his opportunities for shorting across three different categories – classic financial shorts, ESG detractors, and “hedge for long”.
Recorded on June 28, 2022.
Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_way_june28.pdf
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Paul Ma, VP, Lead Portfolio Strategist, joins the show today to explore where we are in the business cycle and see what that means for portfolio construction. June was a volatile month as inflation reaches all-time highs and central banks scramble to cool it by raising their key interest rates. Paul says “do not fear, there is something for you”, and explains today to host Pamela Ritchie that the most important horizon is the strategic long-term horizon. Paul also adds that the 60/40 portfolio has worked out well, and when looking at the business cycle we are into a late cycle, the recession is next and we don’t know exactly when. This discussion was initially presented as a live webcast, with Paul polling and taking questions from the virtual audience.
Recorded on June 27, 2022.
Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_ma_june27.pdf
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Joining us today for a discussion on U.S. equities is Tom Rollins, Institutional Portfolio Manager. Tom works alongside portfolio manager Kyle Weaver, who for Canadian investors manages Fidelity U.S. Growth Opportunities Class and co-manages NorthStar Fund. Tom notes the unprecedented level of macroeconomic cross-currents of late. Inflation and the response from the Federal Reserve, impacts on global supply chains, the war in Ukraine, and the Zero covid response in China are all affecting growth stocks in North America. Tom also shares how their fund is currently positioned and what shifts have been made in 2022. Tom reminds us they look for stocks that look cheap on a 3-7 year view of their earnings or free cash flow, and these stocks fall into 3 categories.
Recorded on June 24, 2022.
Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_rollins_june24.pdf
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Joining us today for a discussion on the metaverse is Pamela Neville, Social Product Leader at Fidelity Investments, based out of Boston. With host Pamela Ritchie, Pamela Neville looks at the adoption potential, market opportunity, and how Fidelity is positioning itself to become a leader in this new space. Today, Pamela reflects on the changes from Web 1.0, to 2.0, and 3.0., the differences between high-poly and low-poly in the Metaverse, and the logistics of purchasing land in Decentraland, among other topics. If you are interested in learning more about the Metaverse and the Fidelity Stack, please look up two videos that will be referenced in this podcast. First is “An immersive Decentraland experience” on the Fidelity Investments YouTube channel. As well as “Matthew Ball and the Metaverse Road Map”
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
In this episode, we will be joined by Bailey Parnell, founder, and researcher at #SafeSocial, for a discussion on social media’s impact on mental health. How is this activity we spend so much time doing actually affecting how we think and feel? We will explore the factors in social media that create an environment in which mental health issues can arise and learn how to improve our experience online. Bailey Parnell is the CEO of SkillsCamp, a soft skills training company, the founder and a researcher at #SafeSocial, a TEDx speaker, and one of Canada’s Top 100 Most Powerful Women. Today’s podcast is hosted by Jessie Sarafian, corporate program & event manager, certified yoga instructor, and host of our Invested in Wellness webcast and podcast.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
What’s happening with the big topic of inflation? What’s on the horizon for energy and other sectors, and how can history guide us for what may come next? Denise Chisholm, Director of Quantitative Market Strategy, is with us again today to answer these questions and provide her sector and factor perspectives. Eyes continue to be on both Fed Chair Jerome Powell and President Biden as inflation and gas prices continue to soar in the U.S. Denise believes that rising CPI has been largely driven by the housing market and also that headlines are making the inflation problem seem worse than it truly is, and that the market might be pricing in too many rate hikes. Stay tuned.
Recorded on June 23, 2022.
Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_chisholm_june23.pdf
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Joining us today is Meghan Chen, Digital Assets Strategist, to help make sense of bitcoin and digital assets. Meghan joins host Colin Randall, Director, Research, to break down what bitcoin is, how investors buy and hold it, and how to navigate its current market environment. Meghan and Colin also debunk common myths and discuss how digital assets go beyond bitcoin. They will unpack the decline we’ve seen so far in 2022 and why investors should take a long-term view, including how some governments and institutions have invested in bitcoin. Also discussed today is blockchain as an emerging technology.
Recorded on June 23, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Joining us today is Portfolio Manager of Fidelity True North Fund, Max Lemieux. As Canada’s CPI print for the month of May came in at a record 7.7%, we wonder how this rising rate environment may be the same or different from other cycles. Will this CPI print affect the Bank of Canada’s rate hike next month? Also, ultimately, what does this mean when it comes to investing in Canadian equities and commodities? Today, Max highlights that debt-wise, Canada is in good shape relative to other Western countries. Looking at his fund, Max notes that he continues to focus on companies that have a good balance sheet long-term and are well managed and profitable. Max also unpacks if there could be a correction for some commodities in the future, and provides his outlook for Canadian markets looking ahead.
Recorded on June 22, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Joining us today to share his local perspectives on trends in the United Kingdom and Europe overall is Tom Stevenson, Investment Director, based in London. We saw European markets in positive territory following positive global sentiment from the European Central Bank announcing it will be taking a firm stance on tackling inflation. Today, Tom provides his perspectives on the rising cost of living in the UK, also noting that inflation is expected to reach double-digits later this year. Tom also unpacks how earnings are key to where the market moves next.
Recorded on June 21, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Markets continue to be mixed as central banks grow more hawkish and investors worry over economic growth. Today with Jurrien Timmer, Director of Global Macro, we look at what is on the horizon and pose the question if we are officially in bear market territory? And if so, what does that mean for valuations, earnings, and your portfolio? Jurrien notes today that during inflationary periods, earnings tend to hold up because companies are selling into the nominal economy, not the real economy. Also, reflecting on secular market trends, Jurrien shares that cyclical markets can last 15-20 years, and currently, we are 13 years into a secular bull market. Per usual Jurrien shares some slides so head to @TimmerFidelity on Twitter to follow along.
Recorded on June 20, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
On today’s show, ETF strategist Etienne Joncas-Bouchard joins host Quinn Flaherty, Research and Thought Leadership Manager, for a look at the ins and outs of ETF investing. Etienne and Quinn break it down to the basics today looking at ETFs (exchange-traded funds), what makes them different from other investment products, and what makes one ETF different from another. They will also touch on the latest market trends and the current investing landscape, as well as Fidelity’s range of ETF products, including the Fidelity All-in-One ETFs lineup. For more in-depth content from Etienne, you can check out his monthly podcast “The Fidelity ETF Exchange”, a regular series within this FidelityConnects podcast.
Recorded on June 16, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
On today’s episode, we’re putting financials, insurance, and real estate in focus with Reetu Kumra, analyst and portfolio manager, and Nicolas Bellemare, equity research analyst. Inflation and rising rates are the new normal as we’ve seen central banks around the world raising their key interest rates as these heightened inflation levels continue to shock global economies. The U.S. Federal Reserve, the Bank of England, and even Switzerland raised their key interest rates by 75, 25, and 50 basis points, respectively. Reetu and Nic will unpack what opportunities and risks there are for the Financial sector. Also, when it comes to housing, how do these higher interest rates impact resell volumes and mortgages. Reetu and Nic discuss how this has been one of the quickest cycles in recent history, as we’ve seen record monetary easing turning into rapid rate rises in just a few years. Finally, they look at commercial real estate, the long-term adoption of bitcoin, innovation in banking, and sharing the advantages of the Fidelity research resources.
Recorded on June 17, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
On today’s episode, we’re putting natural resources front and center with Joe Overdevest and Darren Lekkerkerker, portfolio managers of Fidelity Global Natural Resources Fund. You may know Darren from managing Fidelity North American Equity Class, and as equities sub-portfolio manager of Canadian Balanced Fund. Joe manages funds for institutional clients, and is Director of Research, overseeing a team of equity research analysts. It’s quite fitting that this discussion was recorded during a recent event held in Calgary, Alberta, with Joe and Darren speaking with Gord Thomson, VP of Regional Sales for Western Canada, and also taking questions from the live advisor audience. Today Joe and Darren discuss recent trips and meetings with company management, they share their thoughts on various commodities in today’s market environment and look at the current big story of inflation, among other topics. Also, Darren and Joe reflect on how their fund is currently positioned - including the mix of large, mid, and small-cap companies, and why they take a concentrated approach.
Recorded on June 8, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Today’s guest needs little introduction. We’re pleased to welcome Portfolio Manager Will Danoff to the show today. Will has headed Fidelity Contrafund, one of the largest actively-managed mutual funds in the United States by assets, since 1990. For Canadian investors, Will manages Fidelity Insights Class, and co-manages Global Growth and Value Class alongside Joel Tillinghast. Will shares his views on today’s volatile markets, including what he is hearing from company management of late. Will notes that now is the time to focus on the fundamentals, and, simply knowing what you own and why you own it.
Recorded on June 15, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
On June 15th, the Federal Reserve hiked its key benchmark interest rate by 75 basis points - the highest rate hike since 1994. Stocks immediately rallied following the announcement, as the aggressive hike signalled an inflation slow-down, which could ultimately end fears of a recession. But then, markets were drastically in the red the next day, which is when host Pamela Ritchie spoke with today’s guest, Ilan Kolet. Ilan is an Institutional Portfolio Manager on Fidelity’s Global Asset Allocation Team, and unpacks what this rate hike means from an investment perspective, what might be coming next from the Federal Reserve, and what else is happening globally. Ilan believes the reports and data are showing that inflation will be stubbornly elevated for a while, and reminds us of three questions to ask when understanding inflation: What’s happening? Why should we care? And what are we doing about it? Additionally, Ilan comments on supply chains, housing, and why transparency from central banks is important, among other topics.
Recorded on June 16, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Nos invités d’aujourd’hui, Maxime Lemieux et Nicolas Bellemare, partageront leur point de vue sur les conditions actuelles du marché. M. Lemieux, en provenance de Montréal, s’est joint à Fidelity en tant qu’analyse de recherche sur les actions en 1996. Il est présentement le gestionnaire de portefeuille du Fonds Fidelity Frontière Nord. Notre deuxième invité, M. Bellemare est présentement analyste de recherche sur les actions, et situé à Toronto. L’animateur Charles Danis et ses invités M. Lemieux et M. Bellemare sont le trio parfait pour aborder le secteur des placements actuel, tant sur le plan canadien que mondial, étant donné les fluctuations quotidiennes du marché. L’inflation, la hausse des taux, le prix du pétrole, les gains et des sujets connexes continuent de faire la une des journaux. M. Lemieux et M. Bellemare nous aideront à faire fi du bruit et à démystifier les grands titres.
Date : 7 juin 2022
Nous avons récemment lancé une chaine de baladodiffusions distincte pour notre contenu en français. Auparavant, nous présentions des entrevues en français sur notre site de baladodiffusions en anglais « FidelityConnects ». Abonnez-vous directement à « DialoguesFidelity » pour avoir accès à notre répertoire de baladodiffusions en français.
How should investors look to prepare and diversify their assets over the long term in what could be a more hawkish environment? Perhaps global small caps may be an answer. We're joined today by Portfolio Manager Shah Badkoubei, who manages Fidelity Global Small Cap Fund, and Institutional Portfolio Manager Nick Horn, who supports this strategy. Shah and Nick take us through their investment thesis and look at the case for global small caps. Fidelity Global Small Cap Fund has a risk-managed, bottom-up investment approach and the fund is supported by a team of 13 small-cap analysts with combined 200 years of experience. Today, Shah and Nick also discuss the current inflationary and recessionary concerns with host Pamela Ritchie and note they view each company in the portfolio from a fundamental standpoint. They’ll also share some global themes currently in focus, including the devaluation of the Japanese Yen, and emerging markets taking producer market share and supply chains from China.
Recorded on June 10, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Markets have continued to be volatile after an 8.6% U.S. C.P.I. print, which was a 40-year high. Today to unpack this and more is Jurrien Timmer, Director of Global Macro, who joins us for his weekly look at the markets. In addition to the big focus on inflation, the U.S. Federal Reserve and movement in North American markets, Jurrien also shares with host Pamela Ritchie that we’re seeing some issues in Europe with the spread between Italian bonds and German bonds widen. Today, Jurrien also looks at the U.S. dollar, volatility in Bitcoin and crypto, the upcoming second quarter earnings season, and more. Please reference @TimmerFidelity on Twitter for Jurrien’s charts.
Recorded on June 13, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, host Étienne Joncas Bouchard and guest Andrei Bruno, Director ETF Capital Markets at Fidelity Canada, sat down to discuss the intricacies of the ETF vehicle. ETFs have played an important role in the portfolios of Canadian investors for more than 20 years, yet there still remain some misconceptions and misunderstandings about their structure. Notable topics discussed include the main differences between ETFs vs. Mutual Funds, the role of the market maker, and best practices for trading ETFs.
Recorded on June 9, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Denise Chisholm, Fidelity’s Director of Quantitative Market Strategy is back again to share her unique insights and perspectives on the sectors to watch in global markets right now. Denise and host Pamela Ritchie also explore the climbing U.S. 10-Year Yield, the softening U.S. labour market as indicated by a higher-than-expected Initial Jobless Claims report, as well as the big topic of inflation, wages, energy and commodities, and more!
Recorded on June 9, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Today we set our sights on factor investing with Bobby Barnes, Head of Quantitative Index Solutions. Bobby will reflect on which factors could be a fit for you in today’s market cycle and see how factor investing can help investors find calm in the chaos. The energy sector has been a strong performer during 2022’s market volatility, but can this run last into the second half of 2022? Also, what’s next for consumer discretionary? Bobby shares with host Pamela Ritchie that consumer spending is still strong, but there has been a shift in disposable income. Among other topics today, Bobby and Pamela also touch on commodities, the automobile industry, metaverse stocks, and how China’s reopening could affect inflation globally.
Recorded on June 8, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Today we’re thrilled to again feature Matt Twigg, senior manager and lead researcher at Fidelity Labs, based out of Tokyo, Japan. Matt again joins Colin Randall, Fidelity Canada Director of Research, for a discussion on the metaverse, focusing on key considerations for investors. Despite market volatility of late, companies continue to invest heavily in developing these new virtual worlds, including new social, economic, and governance structures within them. That leads to big questions such as who gets a say in how these worlds are created, how they should be governed, and how is the economic value produced and accessed? Matt and Colin look at these questions and more, including what key trends we should be watching for going forward, the concept of centralized vs. decentralized, digital identity, digital twins, and the economic implications of the metaverse. Matt and Colin’s first episode was released on May 30 if you’re interested in also listening to that one.
Recorded on June 7, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Joining us on today’s show is Catherine Yeung, Investment Director at Fidelity International, based in Hong Kong. We recently saw Shanghai lift its two-month lockdown, opening up the city to more than 25 million of its residents. But then just one day later - 2 million residents were placed under lockdown again after being deemed a “high risk” neighbourhood for covid by the government. We’ll hear from Catherine today about how she feels that investors are bearish on China despite these persistent lockdowns, with the consumer story as the key driver for economic growth. Catherine also notes that the biggest risk in Asia right now is global inflation. She also explains to host Pamela Ritchie how China is currently taking reflationary measures that put them one cycle ahead of the rest of the central banks around the world.
Recorded on June 3, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Joining us again for his weekly views on the markets is Fidelity’s Director of Global Macro, Jurrien Timmer. Jurrien will help us make sense of the current market environment, as we’ve seen green one day and red the next. Oil prices are in focus again, as well as the ongoing inflation story and wondering how central banks will continue to react. Jurrien shares with host Pamela Ritchie that he believes the market is oversold enough to expect we’ve established the bottom of the drawdown. Also that earnings are the key metric that needs to hold in order for the markets to stay flat. Per usual Jurrien will be sharing a few charts so please head to @TimmerFidelity to follow along.
Recorded on June 6, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Patrice Quirion, portfolio manager of Fidelity Global Concentrated Equity Fund and International Concentrated Equity Fund joins us on today’s show. Patrice is a contrarian investor who first joined Fidelity in 2005 as a research analyst. He is known for his investment style of focusing on quality at a reasonable price and disciplined security selection. We’ll hear more about this investment style today, as well as where Patrice is finding opportunities as we look towards the second half of 2022. This discussion was recorded during our recent Focus 2022 event on May 17th in Vancouver, with Patrice also taking questions from the live and virtual audience. Advisors are encouraged to watch full video replays of the event by visiting fidelity.ca or reaching out to your Fidelity representative.
Recorded on May 17, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Joining us on today’s podcast is portfolio manager Dan Dupont. Dan initially joined Fidelity in 2001 as a research analyst, and now manages multiple mandates including Fidelity Canadian Large Cap Fund – a value-oriented large cap strategy. Dan also co-manages Fidelity NorthStar Fund, alongside Joel Tillinghast, Sam Chamovitz, Morgen Peck and Kyle Weaver. In October 2020, Dan’s Global Value Long/Short Fund was launched, which seeks to exploit mispricing of value-oriented stocks, utilizing a combination of both long and short positions. Today Dan will share how he approaches building his portfolios, what he is currently excited about and bullish on, and how today’s macro themes may be impacting how Dan manages his portfolios. This discussion was recorded during our recent Focus 2022 event on May 17th in Vancouver, with Dan also taking questions from the live and virtual audience. Advisors are encouraged to watch full video replays of the event by visiting fidelity.ca or reaching out to your Fidelity representative.
Recorded on May 17, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
On today’s episode we’re joined by two members of Fidelity Canada’s equity research team – analysts Brendan Cochrane and Andrew Hall. We’ve now heard that the Bank of Canada has raised its key benchmark interest rate by 50 basis points, to 1.5%. They signalled that more hikes are coming and that inflation is likely to go higher before easing. Today Brendan, Andrew, and host Pamela Ritchie, look at how much these rate hikes will impact consumer discretionary spending, and in which areas of consumer discretionary and staples can investors play defence? They will also discuss how consumers currently have strong personal balance sheets from increased savings and home equity appreciation, how the devaluation in the markets pose opportunities as earnings are still strong, and the probability of a wage-price spiral.
Recorded on June 1, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
The metaverse has become an increasingly hot topic in recent years. Given that it may be the next iteration of virtual experience, it has the potential to offer a significant investment opportunity. Fidelity Canada recently launched Fidelity Total Metaverse Index ETF and ETF Fund – which invests in companies expected to drive the construction and enablement of the metaverse experience, including exposure to digital payments and crypto related companies that are expected to drive the digital economy. On today’s podcast we welcome a panel of experts to talk about this innovative new product, the implications of geopolitics, crypto regulation, and broader ETF opportunities as we look ahead to the remainder of 2022. Host Pamela Ritchie is joined by Vivian Hsu, Director, Product Innovation, Meghan Chen, Digital Assets Strategist, and Reetu Kumra, Portfolio Manager and Analyst. This discussion was recorded during our recent Focus 2022 event on May 17th in Vancouver, with the panel also taking questions from the live and virtual audience. Advisors are encouraged to watch full video replays of the event by visiting fidelity.ca or reaching out to your Fidelity representative.
Recorded on May 17, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Fidelity’s Global Asset Allocation team manages over eighty billion dollars for Canadian investors. On today’s podcast, host Pamela Ritchie welcomes portfolio managers David Wolf and David Tulk, and institutional portfolio manager Ilan Kolet. The panel discusses how they’re positioning their various funds against today’s inflationary backdrop, shares the investment approach of their funds, and introduce a newly launched fund to the lineup. This discussion was recorded during our recent Focus 2022 event on May 17th in Vancouver, with the GAA team also taking questions from the live and virtual audience. This podcast may be of interest to both investors and financial advisors. Advisors are encouraged to watch full video replays of the event by visiting fidelity.ca or reaching out to your Fidelity representative.
Recorded on May 17, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
While U.S. inflation seems to have peaked in April, gasoline and food prices remain at elevated levels. Joining us today to discuss his latest thoughts on inflation, the Fed, and much more is Fidelity’s Director of Global Macro, Jurrien Timmer. With host Pamela Ritchie, Jurrien looks at this weeks meeting between President Biden, Fed Reserve Chair Jerome Powell, and Treasury Secretary Janet Yellen. He touches on how stagflation could cushion the blow for a while and prevent a recession in the U.S. Also, what it means that share buybacks are running at a very robust rate. Per usual, Jurrien has a few charts to share so please head to @TimmerFidelity on Twitter to follow along.
Recorded on May 31, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Dave Way, portfolio manager of Fidelity Long/Short Alternative Fund, is featured on today’s episode. Dave who first joined Fidelity in 2008, demonstrated a track record of identifying sell-rated stocks, making him a perfect fit for Long/Short Alternative Fund, launched in October 2020. Dave joins host Pamela Ritchie today and we’ll find out where he finds the ideas to support this long/short strategy, and how current events may be impacting his portfolio and approach. This discussion was recorded during our recent Focus 2022 event on May 17th in Vancouver, with Dave also taking questions from the live and virtual audience. This podcast may be of interest to both investors and financial advisors. Advisors are encouraged to watch full video replays of the event by visiting fidelity.ca or reaching out to your Fidelity representative.
Recorded on May 17, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Through all of the recent market volatility, one sector that has remained relatively unchanged globally is healthcare, and a rise in the aging population could be a tailwind for the sector. Joining us today is portfolio manager Alex Gold. Alex has been on the show a few times before and it’s always a pleasure to get his perspectives. Alex is based out of London and manages Fidelity Global Health Care Fund. Today with host Pamela Ritchie, Alex shares his insights on the global healthcare sector. We’ll find out why he deems it “defensive growth”.
Recorded on May 27, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Despite persistent global inflation and recessionary fears, today’s guest says there is one tell-tale sign that a recession is not imminent - and it all lies with the banks. Today, host Pamela Ritchie sits down with Director of Quantitative Market Strategy, Denise Chisholm, to discuss which areas of the market she believes investors should focus on, including her outlook for energy. Denise also touches on the other sectors and factors you need to be paying attention to right now.
Recorded on May 26, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Today we feature portfolio manager Hugo Lavallée on the show. For Canadian investors, Hugo manages Fidelity Greater Canada Fund, Canadian Opportunities, and Climate Leadership Fund. Hugo is largely known for his contrarian investment style, and today alongside host Pamela Ritchie, we’re going to find out where he is finding opportunities amidst the recent market volatility, and specifically what opportunities he thinks Canada has to offer. This discussion was recorded during our recent Focus 2022 event on May 17th in Vancouver, with Hugo also taking questions from the live and virtual advisor audience. This podcast may be of interest to both investors and financial advisors. Advisors are encouraged to watch full video replays of the event by visiting fidelity.ca or reaching out to your Fidelity representative.
Recorded on May 17, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
On today’s show, we welcome Matt Twigg, senior manager and lead researcher at Fidelity Labs, based out of Tokyo. Matt joins Colin Randall, Fidelity Canada Director of Research, for an engaging discussion on the metaverse. The metaverse has captured headlines in recent months, but research shows that there are widely divergent opinions among investors about what the metaverse is, what it isn’t, as well what opportunities and challenges it may bring in the coming years. Investors have questions – social, technological, and even environmental questions. Matt is with us today to answer these questions and demystify the metaverse. Matt shares that in the next 5-10 years, VR gear will become commonplace similar to what phones are for us today. Also, the metaverse is not limited to gaming. It has become an economy and source of income for those affected by the pandemic or unable to physically work. But, technology must improve and costs decrease before a fully immersive Metaverse experience can be a consumer product.
Recorded on May 19, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
While many investors are concerned about rate hikes, our guest today believes it’s just as important to focus on the pull-back of quantitative easing. Joining us today to discuss what is on his radar in today’s market environment, including his outlook on inflation, is Institutional Portfolio Manager Naveed Rahman. For Canadian investors, Naveed works alongside Joel Tillinghast and the team behind Fidelity Global Intrinsic Value Class. Among other insights, we’ll hear from Naveed today on how he believes the trajectory of inflation is getting better, but transitioning from goods to services inflation. Also, how rising interest rates impact value stocks compared to growth, and where the team has trimmed and adjusted their portfolio of late.
Recorded on May 25, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
As markets have been green one day and in the red the next, investors can’t help but wonder if we’re in a bear market, and if so, how long might it last? To unpack this question and more we’re happy to be joined today by Jurrien Timmer, Director of Global Macro. We’ll hear from Jurrien today that he believes we’re in a valuation reset, or a growth scare, that reflects a starkly changing liquidity environment, and that it’s too early to call this a traditional typical recession bear market. Per usual, Jurrien will be sharing his charts, so please head to @TimmerFidelity on Twitter to follow along.
Recorded on May 24, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
En prévision du deuxième semestre de l’année, les gestionnaires de portefeuille Daniel Dupont et Patrice Quirion se joignent à l’animateur Charles Danis pour une discussion sur les marchés canadien et mondiaux, la structure de leurs portefeuilles et l’investissement en période de volatilité. MM. Dupont et Quirion discutent de la structure de leurs portefeuilles au cours des deux dernières années et se prononcent sur l’évolution favorable ou défavorable des marchés dans les mois à venir. M. Quirion explique à quel point il est important, en tant qu’investisseur à contre-courant, de s’en tenir à une stratégie, surtout au cours des six premiers mois de cette année pendant lesquels les marchés ont connu des circonstances imprévues. M. Dupont nous fait part de ses réflexions sur le secteur des services financiers au Canada et en Europe et nous explique comment la hausse des taux d’intérêt a eu des répercussions différentes de celles du passé sur les compagnies d’assurance.
Date : 10 mai 2022
The weather is finally warming up across Canada. The days are longer, the sun is shining and the flowers are blooming. But what’s the spring forecast for factors? Joining host Quinn Flaherty today are Fidelity Canada ETF Strategists Etienne Joncas-Bouchard and Himesh Patel for a look at factor investing. Given the recent market volatility, inflation concerns, and how central banks will react to inflation, this seems like an opportune time to revisit the Fidelity Canada ETF lineup and specifically the factor-based ETFs. Etienne and Himesh also share their perspectives on the current market environment, look at the performance of various factors, and look at the topics and storylines they’ll be following in the weeks and months ahead.
Recorded on May 18, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Today we feature portfolio manager Don Newman, who manages Fidelity Dividend Plus Fund, and the equity portion of Fidelity Dividend Fund. Don and host Pamela Ritchie discuss energy, financials, and real estate. Don also shares how dividend paying stocks can help in an inflationary environment like we currently find ourselves in. This discussion was recorded during our Focus 2022 event on May 17th in Vancouver, with Don also taking questions from the live and virtual audience. Today’s podcast may be of interest to both investors and financial advisors. Advisors are encouraged to watch full video replays of the event by visiting fidelity.ca or reaching out to your Fidelity representative.
Recorded on May 17, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Today we hear from portfolio manager Steve MacMillan. Steve is an American equities investor who has a prudent focus on downside protection – making money by not losing money, with a low-turnover, long-term approach. For Canadian investors, Steve manages Fidelity Small Cap America Fund, American Equity Fund, and co-manages Fidelity CanAm Opportunities Class alongside Mark Schmehl. Steve discusses his current outlook and portfolio positioning, shares opportunities he is seeing in 2022, and notes the importance of investing expertise in the current environment. This presentation and Q&A session was recorded during our Focus 2022 event on May 17 in Vancouver, with Steve also taking questions from the live and virtual audience with moderator Pamela Ritchie. Today’s podcast may be of interest to both investors and financial advisors. Advisors are encouraged to watch full video replays of the event by visiting fidelity.ca or reaching out to your Fidelity representative.
Recorded on May 17, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Coming off another week of notable volatility, U.S. markets opened lower to begin the week of May 16, on weaker economic data out of China feeling concerns about global economic slowdown. With the prospect of continued volatility, inflation concerns and tightening monetary policy, what should investors be keeping an eye on? Also of note, China's lockdown-driven retail sales dropped by about 11% in April over last year marking their worst decline since March 2020. To share his latest insights and make sense of today's markets we're joined by Jurrien Timmer, Director of Global Macro. Jurrien helps us make sense of the data with his always helpful charts and graphs. Please head to @TimmerFidelity on Twitter to follow along.
Recorded on May 16, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
As Shanghai plans to reopen and be zero-COVID in the near future, we pose the question if China is more investable now than a few months ago? Also, what opportunities lie ahead for investors in the Asia-Pacific markets? Portfolio manager Eileen Dibb is our guest today to discuss all of these moving parts and the overall investment thesis for her portfolios. For Canadian investors, Eileen manages Fidelity AsiaStar Fund and Fidelity Japan Fund. Eileen also provides insights about the mRNA vaccine currently being developed in China, the depreciation of the Japanese yen hurting importers but positively affecting importers, commodities, investing in Indonesia, and the rising middle-class in Asia, among other topics.
Recorded on May 13, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Denise Chisholm, Director of Quantitative Market Strategy, joins us today. Inflation continues to be a major story, and Denise looks at both inflation and the connection to wages. U.S. CPI data is up from last month, and when the data was announced, markets slid and treasury yields spiked. Recessionary fears still loom, as we await the next move from the U.S. Federal Reserve. Today, Denise will unpack what investors should be focusing on, specifically looking at sectors and factors.
Recorded on May 12, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Rising inflation continues to be top of mind for investors. Joining us today to look at how dividends can be used to hedge against inflation is portfolio manager Ramona Persaud. For Canadian investors, Ramona manages Fidelity U.S. Dividend Fund, as well as private pools, and sub-portfolio manager on several funds including U.S. Monthly Income Fund, and Global Dividend Fund. Ramona is a Fidelity veteran, who focuses not just on a fund’s ultimate destination, but also on the quality of the journey – that journey being lower volatility, and the destination being strong risk-adjusted returns over a full market cycle. With host Pamela Ritchie today, Ramona also shares how her funds are positioned for the current market environment, and what may be coming up in the months ahead.
Recorded on May 10, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Jurrien Timmer, Director of Global Macro is with us today for his global macro update and markets outlook. Today, Jurrien shares that the bond market is caught in the crossfire of the actions taken by the Fed to achieve its goals, and the 10-year yield has moved up quite a lot lately. Also, looking at the recent earnings cycle with host Pamela Ritchie, Jurrien explains that the earnings cycle has been robust, and the economy is decelerating but still growing. Per usual, Jurrien will be sharing some charts so please head to @TimmerFidelity on Twitter to follow along.
Recorded on May 9, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Portfolio manager Steve Buller joins the show today. For Canadian investors, Steve manages Fidelity Global Real Estate Fund, and today he’ll dive into where he is finding opportunities in the current market environment. The real estate landscape is always changing, especially of late in this elevated inflationary environment. So what trends are Steve paying attention to, and how is his portfolio positioned accordingly? And what does he see in the months ahead for the real estate sector? Steve answers these questions and more today with host Pamela Ritchie. Recorded on May 6, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Portfolio manager David Tulk joins us today, as we’ve experienced some recent uncertainty in the markets. With host Pamela Ritchie, David speaks on a wide range of topics including global asset allocation, the U.S. Federal Reserve and Bank of Canada, as well as the Fidelity Managed Portfolios suite, and inflation. Inflation continues to be top of mind, and David shares insights on the current positioning and outlook for the Fidelity Managed Portfolios, amid rising inflation and interest rates. David and the G.A.A. team manage many multi-asset funds for Canadian investors, including the aforementioned Fidelity Managed Portfolios suite of funds, and Fidelity Inflation Focused Fund - which was launched in September 2021 and aims to invest in securities collectively resilient to inflation. Recorded on May 5, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
We’re joined today by portfolio manager Darren Lekkerkerker for a focus on North American equities. Darren shares today he has a positive outlook for Canada and the U.S., but what is the right balance for investors wanting to focus on North America? For Canadian investors, Darren manages Fidelity North American Equity Class, co-manages Fidelity Global Natural Resources Fund alongside Joe Overdevest, and is also the equities sub-portfolio manager for Canadian Balanced Fund, among others. With host Pamela Ritchie, Darren shares his thoughts on the current macro environment and notes how uncertainty and volatility can lead to opportunities. He comments on the current positioning of his portfolio in the second quarter of 2022, including sharing thoughts on commodities, waste management companies, and railroads – companies that traditionally have performed well in inflationary environments. Darren also touches on his investment approach which focuses on quality companies that trade at reasonable valuations. Recorded on May 4, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Portfolio manager Mark Schmehl focuses on innovative and disruptive companies in today’s rapidly changing world. Mark joins us today to explore the market themes he is watching and comment on how he has adopted his portfolios for the current market environment, as well as prepping his portfolios for what’s to come in the rest of 2022. For Canadian investors, Mark manages Fidelity Special Situations Fund, Canadian Growth Company Fund, and Global Innovators Class. Today, Mark draws comparisons between the current market environment to both 2000 and 2007, and shares lessons learned from past times of volatility and experiencing this part of the market cycle. Among other topics, with host Pamela Ritchie, Mark touches on his barbell investment strategy, noting he is currently favouring resources – with defensive plays as well. This discussion was first presented as a webcast with Mark also fielding questions from the live audience.
Recorded on May 3, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, host Étienne Joncas Bouchard welcomed Eric Balchunas to the show. Eric Balchunas is a Senior ETF Analyst at Bloomberg Intelligence. He is also the author of the newly printed book The Bogle Effect. This unique episode of the Fidelity ETF Exchange is a deep dive into some of the most notable trends in the ETF Industry (Canada and U.S. alike), as identified and described by our guest. Some of the key topics discussed include the shift from core Beta/Passive exposure to high active share ETFs, the rise of Cryptocurrency ETFs and what the future holds for them, as well as some of the tools Bloomberg has developed that advisors and investors can use to better understand what they are buying in the ETF space.
Recorded on April 28, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
We’re continuing to see market volatility amidst fears about a global economic slowdown, prompted by high inflation and rising interest rates. Today we focus on what’s happening closer to home with every move, and anticipated move, by both the Bank of Canada and U.S. Federal Reserve being watched closely and discussed at length. Portfolio manager Sri Tella joins host Pamela Ritchie for a focus on bond markets, central bank policy, and key indicators to watch in the coming months. Sri is based out of Merrimack, New Hampshire, in Fidelity U.S.’s fixed-income headquarters, and for Canadian investors, Sri manages or is sub-portfolio manager on several funds, including Fidelity Canadian Bond Fund, Tactical Fixed Income Fund, Canadian Balanced Fund, and Fidelity Inflation-Focused Fund. Fidelity Inflation-Focused Fund was launched in September 2021 and aims to invest in securities collectively resilient to inflation.
Recorded on April 29, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Joining us today for an insightful discussion on emerging markets is Amit Goel, portfolio manager with Fidelity International. Amit is based in Singapore and has over 15 years of experience covering emerging markets equities. He is a member of the Global Emerging Markets team and manages several Emerging Market strategies. Historically, emerging markets have presented strong opportunities to capture higher returns in fast-growing regions. But with ever-present challenges facing the global economy - including growing geopolitical risks, inflationary pressures, and a slowdown in China - many are wondering if this thesis still holds true. So, given that different regions have varying investment risks, how should investors approach investing in emerging markets? And how will consumers in emerging markets be affected by higher inflation and rising rates? Amit shares his insights today with host Pamela Ritchie.
Recorded on April 28, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Les perturbations liées au changement climatique réorientent tout autant les comportements des gouvernements que ceux des citoyens. La transition énergétique vers des solutions à faible émission de carbone comme le nucléaire, l’hydroélectricité, le solaire et l’éolien prend de plus en plus d’ampleur. Les investisseurs, pour leur part, cherchent à profiter des opportunités créées par la tendance mondiale à la décarbonisation. De ce fait, l’invité d’aujourd’hui est particulièrement bien placé pour parler de ce domaine en pleine expansion du secteur des placements. Le gestionnaire de portefeuille Hugo Lavallée, responsable des Fonds Fidelity Leadership climatique, Fidelity Potentiel Canada et Fidelity Canada Plus sera parmi des nôtres. L’animateur Charles Danis et son invité M. Lavallée discutent de la structure de portefeuilles des fonds dont ce dernier assume la gestion, des placements ESG et comment s’articule le leadership climatique, ainsi que son approche anticonformiste en matière d’investissement.
Date : 21 avril 2022
Renewables, oil and gas are the topic of the day, with Joe Overdevest and Thomas Goldthorpe joining host Pamela Ritchie. Joe is Director of Research and Portfolio Manager of Fidelity Global Natural Resources Fund, and Thomas is an Equity Research Analyst. The war in Ukraine has highlighted the importance of energy security, particularly for countries who depend on Russia. With higher energy prices prompting consumers and industries to look at more sustainable alternatives, we’ve also seen accelerated demand in the renewable energy market. Joe and Thomas will offer their expert insights today, discuss the implications of rising interest rates on energy markets, and dive into the near and long-term factors impacting renewables, oil and gas in this current environment.
Recorded on April 27, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Director of Quantitative Market Strategy, Denise Chisholm, joins us again today for her sector and factor watch, to provide her insights on the latest data she’s watching. With much of the world learning to adapt and live with COVID-19, the reopening trade continues to gain momentum as consumers become more comfortable with dining in restaurants and travelling on airplanes. However, March’s consumer price index revealed that inflation is at a 40-year high, which likely comes as no surprise to consumers who have seen a steady increase in the cost of various goods and services. Denise and host Pamela Ritchie are with us to unpack what the current inflationary environment means for consumer discretionary, and how is the looming threat of a recession affecting consumer confidence?
Recorded on April 26, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
We are excited to announce the launch of a new podcast to the Fidelity Canada lineup: Invested in Wellness with our very own Jessie Sarafian. Jessie is a long-time member of our corporate events team, and is a certified yoga instructor. You may know her from her Invested in Wellness Monday live webcast series, and we’ve now launched a podcast version of her show. Jessie joins us today to take us through a 2-minute stretching and breathing exercise you can do from your chair, and to highlight what’s coming up in her first few episodes. We’ve released the first three episodes as a batch, with new episodes to be released weekly. This includes an upcoming episode with special guest Bailey Parnell, founder of SafeSocial and named one of Canada’s top 100 most powerful women, to discuss social media’s impact on mental health. We hope you’ll join us and subscribe to Invested in Wellness on your podcast platform of choice.
Invested in Wellness is the newest addition to our podcast lineup that includes our flagship FidelityConnects podcast, our French DialoguesFidelity podcast, and our post-secondary student focused FidelityNext podcast.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
To help us make sense of the latest market developments, we’re joined by Fidelity’s Director of Global Macro, Jurrien Timmer. We’re continuing to see market volatility amidst fears about a global economic slowdown, prompted by high inflation, rising interest rates, and concerns about the world’s second largest economy. Chinese stocks recently suffered their worst selloff in more than two years as the country remains steadfast in its zero-Covid strategy, even as cases continue to increase in major cities. On the monetary policy front, pressure is mounting on central banks to control inflation as the prospects of a looming recession become more palpable. So, with much urgency and uncertainty dominating the markets, what do investors need to know about navigating this environment? Jurrien unpacks this and more today with host Pamela Ritchie. Jurrien also looks at anticipated future moves by the Fed, and comments on the current earnings season. Per usual, Jurrien has a few charts to share so please head to @TimmerFidelity on Twitter to follow along.
Recorded on April 25, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
To discuss her approach to ESG investing we’re joined by portfolio manager Anna Lester. For Canadian investors, Anna manages Fidelity Sustainable World ETF alongside her colleagues Max Kaufmann and Shashi Naik, and today will explore how the fund is positioned for 2022. The war in Ukraine continues to have widespread economic implications for companies around the world, though perhaps none have been feeling the effects more than those operating in Russia. When it comes to ESG, it’s become clear that consumers and investors alike expect not only companies to maintain high standards, but also the countries in which they operate. Anna will unpack this and more today with host Pamela Ritchie, as well as how is ESG evolving, and what do global standards created by the SEC and other governing bodies mean for investors? This discussion was initially presented as a live webcast on Earth Day, with Anna also taking questions from the webcast audience.
Recorded on April 22, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
With climate change-related disruptions continuing to change the behaviours of governments and citizens alike, the energy transition to low carbon solutions like nuclear, hydro, solar, and wind is gaining momentum. Joining the show today to look at climate leadership is portfolio manager Hugo Lavallée. For Canadian investors, Hugo manages Fidelity Canadian Opportunities Fund, Fidelity Greater Canada Fund, and Fidelity Climate Leadership Fund which was launched in May 2021. Hugo discusses how he is positioning his funds, how he views ESG, and how it all intersects with climate leadership and his contrarian approach to investing in 2022.
Recorded on April 21, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Many investors are exploring the growing number of ESG investment solutions available to them in the marketplace. The options can be overwhelming, and for those looking to include sustainable investments in their portfolios, greenwashing continues to be a major concern. To discuss the ins and outs of how he evaluates investment opportunities with an ESG lens, we’re joined by Matt Egerton, analyst and portfolio manager. Matt and host Pamela Ritchie discuss what the regulatory landscape in North America and beyond means for ESG, and also how companies disclose information. Matt also touches on what engagement and accountability look like within Fidelity’s sustainable investing approach and screening process. This includes using a new ESG rating system called Version Two, launched recently at the end of March. Matt notes there are over 3,000 issuers now rated by Fidelity’s analysts in that system.
Recorded on April 20, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
With inflation at a 40 year high and more interest rate hikes to come, consumers are feeling the pinch as the cost of gas, groceries and housing continue to skyrocket as we’ve seen in recent months. Here at home, unsustainable household debt is also a major issue plaguing Canadian families, and the cost of servicing this debt only continues to rise. Joining us today to unpack what all of this means from an investment perspective is Ilan Kolet, Institutional Portfolio Manager on Fidelity’s Global Asset Allocation team. Ilan shares how the GAA team is responding to the current economic and monetary policy environment within their multi-asset class funds. This includes their funds being overweight to commodity producers. Ilan also reflects on where we are in the cycle, and looks at the Canadian housing market.
Recorded on April 19, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Director of Global Macro, Jurrien Timmer, joins us again today for his global macro and markets update. Today’s show was recorded on Monday April 18, during a week of major first quarter earnings results that investors are paying close attention to. With host Pamela Ritchie, Jurrien looks at how markets and their underlying dynamics are responding to the Federal Reserve having pivoted to a more aggressive tightening stance. Also today, Jurrien shares that equity has downward pressure whereas bond has a downside protection. So if you haven’t rebalanced your 60/40 portfolio for a while, it may be worth considering.
Recorded on April 18, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Surrounding a slew of economic data released recently, both here in Canada, and in the U.S., questions around how the central banks will fight inflation and how to navigate high yield curves have been top of mind with advisors and investors. Joining host Pamela Ritchie to unpack the data and more is Denise Chisholm, Director of Quantitative Market Strategy. Denise joins us regularly to look at historical data, and provide insights on sectors and factors you need to pay attention to.
Recorded on April 14, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Scott Mensi, institutional portfolio manager, joins us today to break down the opportunities in high-income markets, from floating rate debt to U.S. high yield, amidst surging inflation in Canada, the U.S., and globally. The Bank of Canada has raised their key interest rate by fifty basis points, to one per cent. South of the border, treasury yields have hit three-year highs on the backs of their highest inflation print since 1981, and further supply chain woes as China enters another lockdown. With host Pamela Ritchie, Scott shares that credit markets are healthy because of what has happened over the past two years, and that credit markets are signalling that credit risk is not the main story. Stay tuned for more.
Recorded on April 13, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
We’re pleased to welcome back Tom Stevenson to the show. Tom is an Investment Director with Fidelity International, based out of London. Today we ask how investors should position themselves amidst global market volatility and stagflation? We’re seeing European Markets experiencing volatility due to a U.S. investment firm selling its stakes in two of Germany’s biggest banks, and inflation continues to loom over investors as Russia’s invasion of Ukraine continues. Closer to home, U.S. CPI data for the month of March rose to 8.5 per cent compared to one year ago. Tom makes sense of it all for us today, with host Pamela Ritchie.
Recorded on April 12, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
In this episode of the Fidelity ETF Exchange, powered by FidelityConnects, co-hosts Étienne Joncas Bouchard and Himesh Patel sit down to recap notable trends and headlines in the Canadian ETF Industry for Q1 2022, including the Canadian ETF industry attracting 13.9 billion dollars in net flows through the first three months of the year. Key topics of discussion for today include the rational behind strong inflows into Energy sector ETFs, a continued interest in Dividend and Value factor ETFs among investors, a slowdown in ESG themed ETFs as well as an outlook for the remainder of the year.
Recorded on April 11, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
The metaverse is a big topic of discussion right now as everyday more people are entering these immersive virtual worlds. Virtual reality overall, including these worlds and spaces like the meteaverse is a continually developing technology emerging within our economic and social landscapes. But how could these new worlds affect we how interact with others and ourselves, and what does it all mean for our well-being? We’re pleased to feature a very special guest today, Dr. Anna Lomanowska, cyberpsychologist and founder of the Digital Well-being Lab, who joins host Nicole Correale.
Recorded on April 7, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
The cost of capital is reacting to the Fed’s hawkish tone with treasury yields, corporate yields, and mortgage rates all up significantly since September 2021. But a disconnect between the discount rate and the earnings yield could result in a reverse wealth effect. We’re joined by Fidelity’s Director of Global Macro, Jurrien Timmer, to discuss what all of this means and to make sense of the current market environment using historical analogs. Per usual, Jurrien has a few charts so please head to @TimmerFidelity to follow along.
Recorded on April 11, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Geopolitics and monetary policy aimed at combatting surging inflation has been dominating headlines of late – prompting investors to re-evaluate their positions amid increased volatility and changing market dynamics. Here at home, we wonder what the outlook is for various sectors like financials and energy. Joining us on today’s episode to help us avoid the clutter and keep us focused on what matters is Andrew Marchese, Fidelity Canada Chief Investment Officer and Portfolio Manager. As CIO, Andrew leads a team of portfolio managers, analysts, traders, and other investment professionals. And today with host Pamela Ritchie, Andrew shares his views on the markets - which includes noting that quantitative tightening and monetary policy will be major themes in 2022, and that as the economic cycle matures, high quality stocks, from a balance sheet and a business model perspective, tend to get rewarded.
Recorded on April 6, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
We’re joined today by Catherine Yeung, Hong Kong based Investment Director with Fidelity International. Catherine works closely with Portfolio Manager Jing Ning of Fidelity China Fund. From semiconductors and electronics to financials and auto manufacturing, Shanghai is a global economic powerhouse, a hub for many multinational companies, and the world's busiest shipping port. But recently, the city has faced a spike in COVID cases that has led to a complete lockdown of its over 25 million residents - China's largest since the pandemic began. This lockdown could have widespread implications for the world's second largest economy, with consumer spending down and short-term supply chain disruptions rippling through the country. Catherine shares her perspectives today with host Pamela Ritchie on what investors need to know about investing in China in the current economic environment. Additionally, Catherine and Pamela discuss China’s zero-COVID strategy, geopolitical considerations, and where she’s seeing opportunities in the country in the months ahead.
Recorded on April 5, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Denise Chisholm, Director of Quantitative Market Strategy, joins us again for another instalment of her frequent sector and factor watch. The recent inversion of the U.S. yield curve has investors on edge, as traditionally a recession or economic slowdown follows yield curve inversions. But, what is it signalling this time? Denise unpacks this today with host Pamela Ritchie, in addition to her usual look at sectors and factors making news in today’s markets. Housing is also discussed today, which is a major topic that is always on the minds of Canadians and Americans.
Recorded on April 5, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
With inflation continuing to ripple through the economy, investors have increasingly been looking to position their portfolios for income and capital appreciation, and one strategy that has been gaining traction is dividend investing. We’re joined today by Don Newman, a veteran portfolio manager at Fidelity Investments Canada, who is also Director of Research, managing an ever growing team of Equity Research Analysts. For Canadian investors, Don manages Fidelity Dividend Plus Fund, as well as the equities subportfolio on several funds including Fidelity Monthly Income Fund. Don and host Pamela Ritchie discuss how have dividends performed throughout this inflationary period, and why investors may consider dividends as part of their portfolios. Additionally, Don shares his thoughts on utilities, financials and energy.
Recorded on April 5, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
The 2022 federal budget was tabled on Thursday April 7. From action on housing affordability to new taxes, there is a range of measures that will impact the economy and the markets, as well as financial advisors and investors. So what do you need to know? And what are the main themes that Fidelity’s experts are focusing on? Here to share their insights and analysis is Peter Bowen, VP, Tax and Retirement Research, Michelle Munro, Director, Tax and Retirement Research, David Tulk, Portfolio Manager on Fidelity’s global asset allocation team, and Andrew Clee, VP of Product. The panel breaks down the budget with host Pamela Ritchie, with particularly attention to items that affect financial advisors and their clients. This discussion was originally presented as a live webcast, with the panel also taking questions from the audience.
Recorded on April 8, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Given the uncertainty that has dampened market sentiment in recent months, what should investors be thinking about when it comes to managing volatility in the current market environment? At a time when central banks are grappling with persistently higher inflation, and geopolitical stresses are affecting market mechanics and economic growth, investors are wondering how far will central banks be willing to go in monetary policy normalization. We’ll answer that question today with portfolio managers David Wolf and David Tulk, from Fidelity’s global asset allocation team, the group behind many multi-asset class funds for Canadian investors, including the Fidelity Managed Portfolios suite, and Fidelity Inflation-Focused Fund. Also today with host Pamela Ritchie, David Wolf and David Tulk discuss if the outlook for emerging markets has changed, and will the disruption in global supply chains and higher energy prices act as a brake on the world economy? They’ll also summarize where they are seeing opportunities in the second quarter of 2022, and how they may be repositioning their funds accordingly.
Recorded on April 5, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
In March, Federal Reserve Chairman Jerome Powell asserted that he and his colleagues hoped that interest rate increases would help the economy achieve a soft landing, with inflation coming down and unemployment holding steady. But inflation is higher, the labour market is tighter, and real rates are more negative than in past periods when the Fed raised rates without causing a recession. So what are the odds that a soft landing is actually possible? And what does history tell us about the various scenarios we could see playing out in the coming months? We’re joined again today by Fidelity’s Director of Global Macro, Jurrien Timmer, to make sense of the latest data he is watching, along with relevant historical analogs. Also, per usual, Jurrien will be sharing some charts, so please head to @TimmerFidelity on Twitter to follow along.
Recorded on April 4, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Bobby Barnes, Head of Quant Index Solutions, joins us again for a look at factors in focus right now. Lately we’ve also heard about sectors and factors from Etienne Joncas-Bouchard, Denise Chisholm, and others. Today, Bobby points out to host Pamela Ritchie that a Fidelity advantage is that there is no “house view”, and there are complementary and contrasting views on all topics, which leads to some engaging discussions. Also today, Bobby looks at the probability of a mid-cycle slowdown in 2022, and how consumer’s purchasing power is being pinched due to the differences in wage growth and inflation. Additionally, Bobby highlights it is important to look at companies with positive earnings revisions, noting some factors with positive earnings revisions include Momentum, Low Volatility, and Quality.
Recorded on April 1, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
It’s no surprise that market sentiment in recent months has in many ways been shaped by negative news coverage, from high inflation and volatility to geopolitical conflicts and supply chain issues. But the headlines don’t tell the whole story of all the dynamics at play. Denise Chisholm, Director of Quantitative Market Strategy, joins us again today. Denise is a student of history who uses historical probability analysis when looking at the markets, and today she joins us for her sector watch - highlighting the sectors, factors, and underlying indicators investors should be monitoring to evaluate the strength of the markets. A few main topics discussed today include emerging markets valuations, energy and crude oil prices, financials, health care, and tech.
Recorded on March 31, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Portfolio manager of Fidelity Long/Short Alternative Fund, David Way, joins us today. Dave notes there is a lot for portfolio managers to take in right now. Between the stock market and world events there are a lot of factors to analyze, figure out what matters and invest accordingly. Dave shares he is looking for situations where something different is happening from what everyone thinks is happening. He also highlights the benefits of having a long/short fund, which expands his opportunity set and allows him to really drill down to individual companies to see if they are a good long or short opportunity. Also today Dave looks at supply chain issues and commodity shortages, leisure and travel increasing, ESG trends, housing market trends, as well as inflation, rising interest rates and the effect on consumer spending.
Recorded on March 29, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Today we’re looking at portfolio construction with Paul Ma, VP, Lead Portfolio Strategist, with Fidelity Investments in Boston. Paul shares his perspectives that may helpful for both financial advisors and investors. Paul believes we have to learn to live with inflation, and that it will be with us longer, and higher. He explains the benefits of inflation-hedges such as energy and commodities on today’s show. Also, Paul believes we’re still in mid-cycle, and with host Pamela Ritchie, Paul looks at the traditional 60/40 portfolio and shares his thoughts on adapting that in the current environment. Additionally, Paul shares how advisors could arrange a portfolio for the habits of younger investors, and looks at wealth-transfer and the habits of Baby Boomers, Gen X, and Gen Y. This includes thoughts on crypto and bitcoin, which Paul compares to early boom or bust days of tech – noting that having a small allocation to bitcoin in a portfolio may be beneficial, but having too much could increase volatility.
Recorded on March 24, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
As markets are rapidly adjusting to a new reality in the rates markets, the effects are rippling through the equity and bond markets. Jurrien Timmer, Director of Global Macro, is back again for his weekly update touching on global macro trends and sharing his valuable market perspectives. Per usual, Jurrien will have a few charts so please head to @TimmerFidelity on Twitter to follow along. Today with host Pamela Ritchie, Jurrien looks at the U.S. Federal Reserve’s anticipated moves in the coming months and also draws some comparisons to the Fed’s moves in the 90’s. Jurrien also looks at valuations, earnings estimate progression, and how the copper to gold ratio is a good proxy for where bond yields should be.
Recorded on March 28, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
In today’s rapidly evolving global economy, investors are seeking to take advantage of opportunities created by changing market dynamics while mitigating risk. In addition to investment considerations like diversification across regions, market caps, and styles, investors are also looking at what factors may be in favour in the months ahead. Étienne Joncas-Bouchard, ETF Strategist, looks at how various factors like Value, Quality, and Low Volatility could perform in the volatile market environment we’ve been in lately with surging inflation, rising interest rates, and geopolitical developments. Etienne further explains how factors traditionally perform at different parts of the market cycle, discusses how Fidelity All-in-One ETFs are positioned in this environment, and shares information on rebalancing made lately to Fidelity’s factor ETFs.
Recorded on March 25, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
David Tulk, portfolio manager on Fidelity’s Global Asset Allocation Team, joins us today for a look at today’s market landscape, specifically focusing on inflation and fund positioning. David and the G.A.A. team manage many multi-asset funds for Canadian investors, including the Fidelity Managed Portfolios suite of funds and Fidelity Inflation Focused Fund. In addition to inflation and fund positioning, among other topics today, David and host Pamela Ritchie look at the recent comments from Jerome Powell and the U.S. Federal Reserve, the elevated commodity environment of late and what it means to Canada, and the health of the consumer.
Recorded on March 22, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Investors have been faced with several complex and unprecedented challenges in recent months, whether it's contending with surging inflation, ongoing supply chain issues or, of course, the war in Ukraine. Volatility and uncertainty have so far defined global markets in 2022. Portfolio manager Ayesha Akbar joins us today to unpack what role active asset allocation can play in enabling investors to take advantage of market opportunities across regions and asset classes. Ayesha shares with host Pamela Ritchie how she is navigating the global marketplace and how she's currently positioning her fund, Fidelity Global Asset Allocation Fund, a global core holding with a neutral mix of 65% equities, 30% fixed income, and 5% cash equivalents.
Recorded on March 18, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Jurrien Timmer, Director of Global Macro, joins us again for his global macro and market perspectives. In today’s update Jurrien, student of history and our resident chart maker, looks at how the U.S. economy is more resilient to commodity price increases since it does not rely on Russian energy. Also, with eyes on the U.S. Federal Reserve, Jurrien notes it was not surprising to see the recent March rate hike, and looking ahead if high inflation does not start to fall, then the Fed is in a difficult position of choosing between inflation or a slowdown. Jurrien also looks at earnings estimates and if the market for international equities is attractive, among other topics today.
Recorded on March 21, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Today we welcome portfolio manager Patrice Quirion. Patrice reflects on 2022 so far, noting that markets have been dealing with volatility because of uncertainty. He reminds investors at this time it’s wise to leave emotions aside and lengthen your time horizon. Additionally, because the markets have a tendency of over-react, those are the windows that create buying opportunities. For Canadian investors, Patrice manages Fidelity Global Concentrated Equity Fund, Fidelity International Concentrated Equity Fund, as well as private pools. Today Patrice speaks to how he builds his portfolios as a contrarian investor, and what geographical regions are of interest currently. Patrice also shares an outlook for U.S. markets and the U.S. dollar, and comments on energy and commodities, rising interest rates, the global consumer, and specific opportunities in China, among other topics.
Recorded on March 16, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Fixed income portfolio manager Jeff Moore joins the show today for a look at interest rates, the Federal Reserve and bond markets. For Canadian investors, Jeff manages many fixed income funds, including Fidelity Multi-Sector Bond Fund and Global Core Plus Bond ETF, as well as the fixed income subportfolio of Global Monthly Income Fund and NorthStar Balanced Fund, among others. Today with host Pamela Ritchie, Jeff reflects on the recent Federal Reserve announcement to raise rates, the volatility in the MOVE index, the timing and discussion of companies postponing bond issuances, and the potential for an inverted yield curve. Jeff also speaks on current positioning and his future outlook for the various fixed-income funds he manages.
Recorded on March 17, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Abhijeet Singh, institutional portfolio manager, is today’s guest to look at key drivers in emerging markets right now. For Canadian investors, Abhi works alongside portfolio manager Sam Polyak on Fidelity Emerging Markets Fund. Today, Abhi looks at emerging markets feeling the affects of spiking energy prices and soaring inflation threatening their economic growth. Also though, what tailwinds and perhaps opportunities across emerging markets regions could be possible in this environment. Specifically, Abhi shares that energy importing countries will be focusing on keeping their currencies under control, and countries that export energy materials may benefit. Abhi also shares his thoughts on specific regions such as Brazil, India, and China, looks at the short and long term for emerging markets investing, and comments on the global research resources available to him at Fidelity. This includes governance research analysts and geopolitical experts.
Recorded on March 11, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Joining us today to discuss the road ahead for North American financials is Matt Egerton, analyst and portfolio manager, and Nic Bellemare, equity research analyst. Matt, Nic, and host Pamela Ritchie discuss the extent that persistent inflation pressures, Russia’s invasion of Ukraine, and other key financial considerations will affect the sector this year and beyond. Also, how banks, asset managers, and insurers are navigating through the recent market volatility. Also discussed in today’s episode is the expectation for seven U.S. Federal Reserve rate hikes this year, the impact that spiking oil prices have on financials, how banks are viewing digital currency, their thoughts on ESG, Canadian Banks, and the Canadian housing picture including mortgages and rising rates.
Recorded on March 15, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Jurrien Timmer, Director of Global Macro, provides his weekly market outlook and global macro update. In today’s podcast, recorded earlier this week, Jurrien looks at market reaction to the expectations for a U.S. Federal Reserve rate hike. He notes it’s interesting that prior to the Russia-Ukraine conflict, the markets were expecting a 50-basis point hike, which is now down to a 25-basis point expectation. Jurrien and host Pamela Ritchie also discuss commodities, emerging markets, and the traditional 60/40 portfolio in the current environment – noting we may need to rethink what goes into the 40 during this inflationary environment. Please head to @TimmerFidelity on Twitter to follow along with Jurrien’s charts.
Recorded on March 14, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Joining us today to focus on the latest investment opportunities and challenges facing Europe, is London-based portfolio manager Matt Siddle. For Canadian investors, Matt manages Fidelity Europe Fund, a regional equity strategy that aims to offer exposure to companies in the European market. Matt shares that there is uncertainty about the current geopolitical environment. The Europe market was already cheaper and this has just accentuated, but he reminds us it’s important to look at valuations and at different time frames. There may be short term uncertainty but when looking medium to long term, valuations have become even more attractive. With host Pamela Ritchie, Matt also discusses how his two decades of experience helps navigate this market volatility, looks at financials and European banks specifically, as well as alternative energies, specifically wind and solar, noting different options suit different regions best.
Recorded on March 10, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
On today’s show we’re taking a deep dive into cryptocurrencies with portfolio manager Reetu Kumra, and digital assets strategist Meghan Chen. Reetu and Megan look at the drivers of return for Bitcoin in the past, and also what’s driving Bitcoin and cryptocurrencies looking ahead – which includes institutional investor adoption, countries recognizing and accepting Bitcoin as legal tender, and investors looking for portfolio diversification or a store of value. Reetu and Megan also discuss risks and common criticisms, which stem from volatility driven by the uncertainty in Bitcoin’s value. One comparison for a store of value, is gold fluctuating in the 70’s and then stabilizing in the 80’s at it became more adopted.
Recorded on March 8, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Jeremy Podger, Portfolio Manager, manages Fidelity Global Fund for Canadian investors. Today he’ll be discussing his portfolio positioning and sharing his regional outlooks amidst ongoing supply chain constraints and rising interest rates. Jeremy is based in London, England, and within Fidelity Global Fund, he looks for investment opportunities among high-quality businesses, undervalued securities, and companies undergoing positive change. Jeremy also speaks to opportunities across different sectors, inflation, central banks, macro, and earnings estimates within different geographical markets.
Recorded on March 9, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Ilan Kolet joins us today for a timely discussion on tackling inflation and higher interest rates. Ilan is an Institutional Portfolio Manager in Fidelity’s Global Asset Allocation group, and he’ll share why we’re seeing the highest inflation rate since the 1980’s and looks at how inflation is likely to evolve. He notes the team is looking at changes in underlying data, what’s happening with supply chains, and the labour market including how wages affects the price of the good or service. Ilan also looks at how inflation could affect value and growth stocks differently, and how the Global Asset Allocation team builds balanced portfolios that include assets that have traditionally protected against inflation. Additionally, Ilan discusses currencies, and correlations between commodity prices and the Canadian dollar.
Recorded on March 10, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
After four straight weeks of decline we’re still clearly seeing a lot of volatility in the markets, and there are a lot of headlines and noise to make sense of. Jurrien Timmer, Director of Global Macro, is with us today to provide his weekly update. Jurrien looks at how fears of the Ukraine-Russia conflict could slow the global economy, how commodities have been performing very well in the past weeks, and how investors are reacting to rising gas prices and crude oil cost. Please head to @TimmerFidelity on Twitter to follow along with Jurrien’s charts.
Recorded on March 7, 2022
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
On today’s show we’re diving into energy and materials, and what short supply could mean for investors. We’re joined by Joe Overdevest, portfolio manager and director of research, and two members of his team, equity research analysts Thomas Goldthorpe and Claire Fleming. With host Pamela Ritchie, the panel looks at market trends shaping energy and materials in Canada and around the world. This includes reflecting on how the market is not used to this level of geopolitical risk, and discussing if volatility will continue as it tries to price in the risk of Russian energy supply being cut off. Joe, Thomas, and Claire also look at ESG, the reopening of travel and activities, as well as the recent high commodities prices and how this could benefit Canada’s economy.
Recorded on March 4, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
In this episode of the Fidelity ETF Exchange, host Étienne Joncas-Bouchard welcomes Bobby Barnes to the show. Bobby is Head of Quantitative Index Solutions at Fidelity Investments, based out of Boston. Etienne and Bobby discuss equity markets from a factor perspective. Some of the key topics discussed include a review of where we are in the market and economic cycle, the strength in commodities and which factors to look for to get exposure, and how to use factor ETFs to diversify the equity sleeve of a portfolio.
Recorded on March 4, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Preparing and saving for retirement is always on the minds of Canadians. Whether you are in retirement, are approaching retirement, or are early in your career and retirement is decades away – having a plan and working with a financial advisor can help you feel better prepared for retirement. But how do you then withdraw your retirement nest egg in a tax-efficient manner? Michelle Munro, Director, Tax and Retirement Research, is today’s guest to first look at the accumulation stage of an investor, and offer some guidance on what to consider when then withdrawing investments in retirement. In today’s conversation with host Quinn Flaherty, Michelle also notes some key risks to watch out for and shares some helpful statistics.
Recorded on March 3, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Today we’re delighted to bring you a special episode for International Women’s Day. Diana Godfrey, SVP, Human Resources, hosts an executive women’s panel of six very prestigious senior leaders who represent different areas at Fidelity Investments Canada. The panel includes Paige Wadden, CCO & VP Risk Oversight, Kelly Creelman, SVP Products, Reetu Kumra, Analyst & Portfolio Manager, Mengting Li, Manager, Finance & Data Analytics, Najma Pilgrim, VP Human Resources & Inclusion, and Violeta Dikanovic, VP Corporate Initiatives & Emerging Technology. The panel discusses their roles at Fidelity, their best and worst career decisions, and the challenges they face when filling a role at Fidelity. They also expand on how Fidelity values culture and how you can have a successful career at Fidelity. As women in leadership, they understand that their paths can be different from men and explain how they rise up in an industry that is mostly male dominated.
This discussion was initially featured in the 4th annual Fidelity NextGen Women’s Summit - a conference to provide the next generation of female leaders with an opportunity to hear from leading thinkers, inspirational women, and successful professionals from various areas at Fidelity.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Denise Chisholm, Director of Quantitative Market Strategy joins us today for another instalment of her sector and factor watch. Today’s show focuses on a few key themes: the steep rise in energy prices, inflation, recessionary risks, interest rates, and wage spikes. Looking at the U.S. Federal Reserve and rates, Denise shares that when the Fed raises interest rates, the yield curve compresses and then we ultimately end up contracting, which is not where we are yet. Denise also explains we’ve seen three successive shocks that suggest de-globalization may be happening. Those three shocks were tariffs, the pandemic, and geo-political risk. Per usual Denise also shares which sectors and factors to pay attention too. One key area is the financial sector which Denise shares is still interesting given the risk/reward factors affecting the market.
Recorded on March 3, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Today we’re looking at global markets with Naveed Rahman, Institutional Portfolio Manager. Naveed is on the team behind Fidelity Global Intrinsic Value Class, which includes portfolio managers Joel Tillinghast, Salim Hart, Morgen Peck and Sam Chamovitz. Fidelity Global Intrinsic Value Class focuses on companies undervalued by the market and that have the potential for long-term capital appreciation. Today Naveed provides an update on the fund with host Pamela Ritchie, and also notes the fund doesn’t necessarily have a mandate to be a low beta downside risk portfolio, but it is a happy impact. Naveed also shares his thoughts on the crisis in Ukraine, noting the market had a very defined direction prior to the Ukraine crisis. That direction was the markets being focused on what the central banks would do to combat high inflation.
Recorded on March 2, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Jurrien Timmer, Director of Global Macro, joins us again today for his weekly market outlook and global macro update. In today’s interview, Jurrien reflects on the markets trying to put a floor to the recent drawdowns, as well as looking at data surrounding corrections over the last 100 years. Among other topics, Jurrien and host Pamela Ritchie also look at earnings, potential moves by the U.S. Federal Reserve, the yield curve, and the U.S. dollar. Please head to @TimmerFidelity on Twitter to follow along with Jurrien's charts.
Recorded on February 28, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Vivian Hsu, Director ETFs and Alternatives, and Meghan Chen, Digital Assets Strategist, share a discussion on what’s behind the rise of NFTs (non-fungible tokens), including how they work and what they could mean for the investment world. Whether it’s digital art, videos, or even GIFs being sold for millions of dollars, NFTs have captured the world’s attention. Among other topics, Vivian shares that there were over $20B of NFT sales in 2021. Meghan looks at the history of NFTs, and also how musicians specifically are utilizing this new technology to provide exclusive offerings to their fans. Also, if you’re interested, we recently released two episodes diving into the Metaverse – what it is, and why it is attracting so much investment attention.
Recorded on February 23, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Portfolio manager Eileen Dibb joins us today, to unpack the latest developments across the Asia-Pacific region, and to discuss how she’s currently positioning Fidelity AsiaStar Fund and Fidelity Japan Fund. Eileen notes that China remains a high potential region regardless of the COVID-zero policy that’s resulting in one of the most restrictive lockdowns in the world. She shares that sectors such as ESG and EVs showing a lot of potential. Eileen also discusses inflation in Asia-Pacific, the internet sector, opportunities in Japan and opportunities in India, including detailing how India could benefit from geopolitical issues between China and the U.S.
Recorded on February 11, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Alors que la situation géopolitique devient de plus en plus préoccupante, les gestionnaires de portefeuille Hugo Lavallée et Patrice Quirion discutent des répercussions des événements sur leur approche de placement et leurs portefeuilles. M. Quirion explique qu’il est un investisseur anticonformiste et qu’il peut tirer son épingle du jeu sur les marchés même lors des périodes d’incertitude. M. Lavallée, quant à lui, traite des prix du pétrole et du gaz qui ne cessent d’augmenter et de la structure du Fonds Leadership climatique dans cette conjoncture. Il décrit également les caractéristiques des sociétés dans lesquelles il investit à l’heure actuelle. En compagnie de l’hôte Charles Danis, les deux gestionnaires évoquent les événements historiques dont ils ont été témoins sur les marchés et les leçons qu’ils ont tirées pour faire face aux crises mondiales comme celle que nous vivons présentement.
Date : 24 février 2022
Fixed income portfolio managers Jeff Moore and Michael Plage are today’s guests, to discuss the strategy behind their new fund, Fidelity Tactical Credit Fund, as well as the benefits gained by investing across capital structure – using tools such as asset allocation, security selection, duration management, and yield curve positioning. Jeff and Mike also detail how it is important to be tactical currently, what may be coming next from the U.S. Federal Reserve and international central banks, what areas for investment are attractive to them currently, and their overall thoughts on the fixed income markets both in the U.S. and globally.
Recorded on February 15, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Jurrien Timmer, Director of Global Macro, joins us again for his weekly global macro and markets update. Jurrien explains that all eyes are on the Federal Reserve in the U.S. as they debate causing a recession by tightening for inflation, or if it will tolerate higher inflation to keep the economy from contracting. Also today Jurrien looks at earnings growth expectations, gold, bitcoin, and the Russia-Ukraine conflict. Although, please note the recording date outlined below. Jurrien shares that usually geopolitical events don’t impact global markets too much, but the energy component of this conflict is the big variable.
Recorded on February 22, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Denise Chisholm, Director of Quantitative Market Strategy, provides another instalment of her update focusing on the sectors and factors you need to be aware of in today’s market environment. Inflation and interest rates continue to be a big story and Denise is a big believer in historical probability. She notes that history will help us understand whether the markets prefer growth with a hawkish Fed, or, slower or no growth but with an accommodative Fed. Denise shares her thesis that inflation might have more headwind this year than last year and if inflation decelerates, real wages might be very stable.
Recorded on February 17, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Today we’re joined by Vivian Hsu, Director ETFs and Alternatives, and Meghan Chen, Digital Assets Strategist, for part two of our look at the Metaverse, focusing on what it is and why are companies investing in it. Expanding on part one’s discussion, Vivian and Meghan look at the centralized vs. decentralized elements of the Metaverse, both now and what may come in the future. Also, what are the hardware and infrastructure requirements to enter the Metaverse, who is building the Metaverse, and possible regulation in the Metaverse.
Recorded on February 16, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Joining the show today for an insightful discussion on everything ETFs is Etienne Joncas-Bouchard, ETF Strategist. You may know Etienne from his ETF Exchange podcast series, and today he’ll be joining host Pamela Ritchie to outline the benefits of investing in ETFs, debunk common ETF questions and concerns, and look at the Fidelity Investments Canada ETF lineup. This includes several factor focused ETFs, and Etienne outlines the diversification benefits of the Fidelity All-In-One ETF offering.
Recorded on February 17, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Whether you are saving for your next vacation or your retirement, the power of investing in dividend stocks can help you reach your savings goals. A key theme throughout this most recent quarterly earnings season has been reports of dividend growth and a rise in dividend payouts to shareholders. Ramona Persaud, portfolio manager of Fidelity U.S. Dividend Fund, joins us today to discuss her individual investment approach, and highlight the benefits of investing in a dividend strategy, which can provide relative security of high quality companies and a steady income during inflationary times. Ramona reflects on the current market and interest rate cycle, noting how she’s adapted during this transition. She’ll also focus on different sectors including energy and financials, and touch on investing in both the U.S. and globally. In addition to managing Fidelity U.S. Dividend Fund, Ramona is a subportfolio manager on Fidelity Global Dividend Fund and Fidelity Global Monthly Income Fund.
Recorded on February 15, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Vivian Hsu, Director ETFs and Alternatives, joins the show today to walk us through the benefits of multi-asset funds and touch on the ETF product lineup at Fidelity Canada. Vivian highlights how multi-asset class funds, including the Fidelity All-In-One ETFs, are strategically diversified and can provide more of a broad market exposure. As we’ve seen market volatility of late, being well diversified across asset classes is more important than ever. Vivian looks at product flows, ESG, crypto, inflation, and the funds investing internationally vs. just in North America.
Recorded on February 10, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Back again for his market outlook is Fidelity’s Director of Global Macro, Jurrien Timmer. In today’s show, Jurrien draws parallels between 1994 and what we’re currently seeing for U.S. rate hikes. Many rate hikes are now being expected for 2022. Interest rates and inflation are the main focus of this week’s show, and Jurrien has been doing a lot of research on the topic. He has a few charts to share, so please head to @TimmerFidelity on Twitter to follow along.
Recorded on February 14, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
So, what is the Metaverse, and why are companies investing in it? That’s the question we’ll answer today with Andrew Clee, VP Product, and Meghan Chen, Digital Assets Strategist. Andrew and Meghan explain how the Metaverse is not a video game. It’s a massively scaled virtual 3D reality that is infinite, with users interacting, and being able to make transactions, game, shop, attend concerts and more. Andrew and Meghan look at why both users and companies are interested, where is the money in the Metaverse, and where it will grow from here. Part two of this discussion will be released soon - subscribe to not miss it!
Recorded on February 9, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Nicole Connolly, portfolio manager of Fidelity Women’s Leadership Fund, is today’s guest. Nicole shares that as time goes by, more and more consumers are starting to care a lot more about sustainability, and that evidence is mounting that ESG can be a good long term investment strategy. Nicole is sticking to her process and investing in quality as a long-term strategy for Women’s Leadership Fund – which focuses on investing in companies that prioritize and advance women’s leadership and development. Also discussed today are ESG flows in 2021, clean energy, carbon credits, supply chains, and what pieces of Build Back Better in the U.S. should investors be keeping an eye on.
Recorded on February 8, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Andrew Marchese is today’s FidelityConnects podcast guest. Andrew is Chief Investment Officer and Portfolio Manager of Fidelity Canadian Disciplined Equity® Fund, as well as two private pools. Andrew’s 24 year’s of industry experience shines through in today’s discussion as he unpacks the key themes he sees ahead for both Canadian and global markets, and reflects on why we’ve seen market volatility so far this year. He also shares, with host Pamela Ritchie, how he and the Fidelity Canada portfolio managers adapt and prepare for what's next.
Recorded on February 9, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Portfolio manager Adam Kramer and Institutional Portfolio Manager Scott Mensi are today’s guests. Adam is portfolio manager of Fidelity Tactical High Income Fund, with the team rounded out by Scott and subportfolio managers Ramona Persaud and Ford O’Neil. Today Adam and Scott share their investment approach with host Pat Bolland, explaining their strategy and what opportunities they are currently seeing in the multi-asset income space. This includes a focus on taking advantage of selloffs where too much bad news is priced in and the market has mispriced risk. They take a flexible approach, noting how the leaders in asset classes change each year, and they aim to adapt accordingly. Also on the topic of flexibility, the fund is U.S. centric but has the ability to go anywhere.
Recorded on January 26, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
David Wolf, David Tulk, and Ilan Kolet are today’s panel guests, speaking with host Pat Bolland. The Global Asset Allocation team oversees of $83B in multi-asset funds for Canadian investors. These funds, including the Fidelity Managed Portfolio suite, have various mandates and strategic allocations, resulting in many choices for individual investors. Today the panel shares the differences between their funds and how the funds are assembled. Also, how they see the current market landscape, and portfolio positioning in 2022. This Includes continuing to monitor inflation, and looking to protect against inflation concerns. Other topics discussed today include geopolitics, emerging markets, supply chain concerns, and the fixed income market.
Recorded on January 26, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Director of Global Macro, Jurrien Timmer, is back for his weekly look at the markets. Jurrien and host Pamela Ritchie discuss how the market expectations for Fed tightening have really ratcheted up of late. Also, looking at the overall business cycle, Jurrien shares that at some point the cycle will be mature enough that investors will need to look at quality. Jurrien also looks at the labour market, and shares data showing how Corporate Insiders have increased the buying of their own stock recently, which also draws some interesting parallels to history. @TimmerFidelity on Twitter to follow along with Jurrien’s charts.
Recorded on February 7, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
We’re joined today by Denise Chisholm, Director of Quantitative Market Strategy, for another instalment of her sector watch, where she will take us through the factors and sectors to pay attention to. Central banks continue to grapple with rapidly rising inflation not seen in decades, and we’ve seen a rotation into value this year, so there is a lot to unpack. In addition to market leadership, sectors, and factors, Denise and host Pamela Ritchie also discuss market psychology, how crypto and digital assets fit into the discussion, and dividends and buybacks. Denise notes that when you look at the relative valuation of dividend yielding stocks, they are the cheapest they've ever been.
Recorded on February 3, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Between surging inflation, rising interest rates, and the return of volatility, investors are wondering where there may be opportunities in the current market environment. Portfolio manager of U.S. Focused Stock Fund, Steve DuFour, shares his outlook ahead for U.S. equities in 2022, and discuss what sectors and themes may offer positive long-term growth opportunities. Steve also explains his meticulous approach for finding companies to include in his concentrated fund, reflects on the market activity we’ve seen so far in 2022, and discusses the metaverse, transportation, and health care, among other topics.
Recorded on February 2, 2022.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_fidelityconnects_dufour_02feb.pdf
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Portfolio manager Patrice Quirion takes us through his investment approach to finding quality at a reasonable price. For Canadian investors, Patrice manages Fidelity Global Concentrated Equity Fund, and Fidelity International Concentrated Equity Fund. Patrice reflects on 2021 and shares his current strategy looking ahead at 2022’s market environment, noting there are similarities and differences between the two years. Some of this is the reopening trade with anticipations turning into actual events taking place, and the renormalization of spending, away from goods and more into services. Being a global investor, Patrice also shares why investors should be looking beyond the U.S. Patrice unpacks if the pandemic permanently changed consumer behaviours, and touches on how he looks at market trends and leadership, as a contrarian investor.
Recorded on January 26, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Factors are in focus on today’s podcast, with our guest Bobby Barnes, Head of Quantitative Index Solutions at Fidelity. Bobby shares that with a potential economic slowdown in 2022, value does not have the same tailwind it traditionally would have in a rising rate environment. When it comes to growth, Bobby believes it’s very important in 2022 to bifurcate growth and look at quality growth and speculative growth separately. Bobby and host Pamela Ritchie also discuss the rebalance of momentum towards higher quality names, inflation, financials, and themes tied to energy including clean energy and government support.
Recorded on January 28, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
For Canadian investors, portfolio manager Steve MacMillan manages Fidelity Small Cap America Fund, Fidelity American Equity Fund, and is a portfolio co-manager on Fidelity CanAm Opportunities Class alongside Mark Schmehl. On today’s show, Steve discusses his investment style with host Pamela Ritchie. This consists of a low turnover, long-term approach that protects on the downside. Steve also reflects on market psychology and the growth vs. value debate. Also, Steve discusses how inflation, rising rates, supply chain issues, labour concerns, and other macro factors, may or may not affect how he invests.
Recorded on January 26, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
If you’ve listened to our podcast before, portfolio managers Jeff Moore and Michael Plage should be familiar voices, as they bring their portfolio management experience to countless Fidelity fixed income funds for Canadian investors. Today they’ll discuss fixed income investing and generating yield in today’s evolving and ever-changing market environment. Jeff and Mike will also introduce the new Fidelity Tactical Credit Fund. In a yield starved environment, investors have had to take on more risk to generate a reasonable yield. Fidelity Tactical Credit Fund invests in a diverse range of fixed income securities and sectors, with the ability to tactically enhance yield and lower interest rate risk through unique credit opportunities at their discretion.
Recorded on January 26, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Fidelity Investments Canada is proud to offer a wide-range of ETF products. The lineup has grown over the last 3 years and now includes factor based ETFs, All-in-One ETFs and Fidelity Advantage Bitcoin ETF, which offers exposure to bitcoin through the first Canadian regulatory approved digital asset custodian, Fidelity Clearing Canada. Joining host Pamela Ritchie today is Vivian Hsu, Meghan Chen and Reetu Kumra. They reflect on the record-breaking year the ETF industry had in Canada in 2021 and discuss what’s next for 2022. Also, the panel looks at the range of ETF products offered by Fidelity Canada, and dives into bitcoin and the blockchain technology. This includes looking at bitcoin’s place in the market, addressing common criticisms, and seeing how a bitcoin allocation could fit into a traditional portfolio.
Recorded on January 26, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
Speaking to us from Hong Kong is Catherine Yeung, Investment Director at Fidelity International. Today we’re looking at what’s ahead in the Year of the Tiger, with Catherine sharing her insights on Chinese and Asia-Pacific markets. Catherine believes that China’s markets are expected to outperform other emerging and developed markets this year, since they corrected in the second half of 2021. But, there could be volatility this year with the nation still pursuing a COVID zero strategy. Catherine also touches on current opportunities that Jing Ning is paying attention too. Jing manages Fidelity China Fund for Canadian investors. Among other insights today, Catherine shares how consumers have saved a lot of money during lockdowns these past two years, and it’s believed the key to boosting the economy is improving consumer sentiment so these savings are spent.
Recorded on February 1, 2022.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_fidelityconnects_yeung_01feb.pdf
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.
There is a lot to make sense of in today’s market environment. Jurrien Timmer, Director of Global Macro, is back to help us cut through the noise with his weekly global macro and markets update. Jurrien explains that the worst of the correction is behind us now. Also, that the markets expectations have been altered by the speed of the U.S. Federal Reserve. Per usual, Jurrien has a few charts to share, so please head to @TimmerFidelity on Twitter to follow along. Today’s charts include topics such as the Fed’s tightening cycles, and a focus on the Utilities Sector. When looking at certain sectors, Jurrien reflects on the shifts we’ve seen over the last two years, and noting that the Utilities Sector, which traditionally underperforms in a rising market, offers a nice yield and low beta currently.
Recorded on January 31, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
Portfolio manager David Way is featured on today’s episode. For Canadian investors, Dave manages Fidelity Long/Short Alternative Fund, and he explains his investment approach to host Pat Bolland, noting how the fund allows him to own stocks that he is both optimistic and more pessimistic about. Dave explains how he looks for change happening in an industry that could have an impact on stocks, but the market is not yet paying attention to. This is done balancing optimism about the future, and short-term bumps or challenges. Dave further details the short side of the portfolio, comments on trends he is currently following, opportunities he is seeing, and promotes the benefits of Fidelity’s research resources.
Recorded on January 26, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
Hugo Lavallée, portfolio manager, explains his contrarian style of investing on today’s podcast. According to Hugo, this means focusing on what’s out of favour and analyzing why it’s not working, before making investment decisions. Hugo relies on the fundamentals and technical analytics to analyze companies, and right now is spending time researching what is unpopular, which he says is small caps, The Russell Indexes, the previously popular COVID winners, and IPOs. Among other topics, Hugo and Pamela also talk tech, ESG, market volatility, and the Fidelity Climate Leadership Funds, launched in 2021. In addition to Climate Leadership, Hugo manages Fidelity Canadian Opportunities Fund and Fidelity Greater Canada Fund, for Canadian investors.
Recorded on January 26, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
On today’s show we welcome fixed income portfolio manager Sri Tella. Sri is based out of Fidelity’s fixed income headquarters in Merrimack, New Hampshire, and for Canadian investors is involved with 12 Fidelity funds, including Fidelity Canadian Bond Fund, Corporate Bond Fund, and the fixed income subportfolio of Fidelity Inflation-Focused Fund. A fund launched in September 2021, that aims to invest in securities collectively resilient to inflation, leveraging Fidelity’s vast global network and proprietary research. Sri and host Pamela Ritchie look at the state of fixed income, including Sri’s outlook for Canada’s bond market and indicators to watch in 2022. This discussion was recorded on Thursday January 27th during a week of central bank and monetary policy developments. Sri reflects on the Bank of Canada not raising rates, discusses the various asset classes within fixed income, looks at Canadian debt levels, housing, and employment.
Recorded on January 27, 2022.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_fidelityconnects_tella_27jan.pdf
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
Dans cet épisode de la série Échange sur les FNB Fidelity, présentée dans le cadre des DialoguesFidelity, l’animateur Étienne Joncas-Bouchard accueille Meghan Chen. Mme Chen est stratège en actifs numériques chez Fidelity Investments Canada. La discussion d’aujourd’hui vise à offrir aux conseillers et aux investisseurs une explication sommaire des cryptomonnaies et du bitcoin en particulier. Mme Chen traite de ce qui définit une cryptomonnaie et le bitcoin, des moyens d’investir dans des actifs numériques (en mettant l’accent sur les FNB de cryptomonnaies) et, surtout, du rôle qu’ils peuvent jouer dans un portefeuille.
Date : 24 janvier 2022
Jurrien Timmer, Director of Global Macro, joins us again today to share his markets and global macro perspectives. Today’s podcast was recorded on the morning of January 24th, amid a time of volatility in the markets. Jurrien and host Pamela Ritchie reflect on this volatility, with Jurrien sharing that drawdowns are normal, especially against the backdrop of the growth seen since the March 2020 lows. Jurrien also looks at inflation, historical market performance during U.S. election and mid-term years, returns of various sectors, and geopolitics, among other topics. Per usual, Jurrien will have a few charts, so please load up @TimmerFidelity on Twitter to follow along.
Recorded on January 24, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
Director of Quantitative Market Strategy, Denise Chisholm, joins us again for her sector and factor watch. Today Denise looks at which sectors and factors may lead in the coming months, also reflecting on the current narratives in the market, including that the value factor of cheap stocks tend to be protective when the Fed is raising rate. Today Denise also looks at value in energy and financials, noting that energy and financials are the cheapest of the 11 sectors, ranked relative to the market and their history. Additionally, Denise believes inflation is going to be higher cycle to cycle mainly because of the wage dynamics that have been seen, which have taken hold and will be long lasting.
Recorded on January 21, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, co-hosts Étienne Joncas Bouchard and Andrei Bruno sit down to recap notable trends and headlines in the Canadian ETF Industry for 2021. With more than $50B in net new assets coming into the ETF industry, 2021 was another record year. Key topics discussed include the return of positive flows for fixed-income ETFs, continued growth for multi-asset ETFs, as well as a conversation on investment factor performance, and an outlook for 2022.
Recorded on January 20, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
John Roth, Portfolio Manager of Fidelity U.S. All Cap Fund, discusses the latest on U.S. equities and where they may be going against the backdrop of rising inflation. Fidelity U.S. All Cap Fund boasts the flexibility to invest in the best companies regardless of sector, style and market capitalization. With host Pamela Ritchie, John reflects on market performance of the past and looks at what it means for the future, and how he’s positioned his fund accordingly. John expands on what parts of the market he is currently excited about, including sharing some thoughts on EVs and the auto industry, as well as energy.
Recorded on January 20, 2022.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_fidelityconnects_roth_20jan.pdf
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
There is a lot happening in the world, and a lot of news to digest. Today we welcome back Tom Stevenson, Investment Director at Fidelity International, who will provide his views on the global markets, including insights on macro trends and areas of opportunity across the different sectors. Tom is based out of London, and will help us look beyond the headlines today - focusing on inflation, central bank response, earnings season and valuations, COVID reopenings, and more, with host Pamela Ritchie. Also today, Tom looks at energy and geopolitics, trends in ESG investing, and why some are now considering investing in China to be a contrarian opportunity.
Recorded on January 19, 2022.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_fidelityconnects_stevenson_19jan.pdf
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
From the rapid spread of the omicron variant to the demographic opportunities across the global health care sector, join Portfolio Manager Alex Gold for his outlook for the sector in 2022. For Canadian investors, Alex manages Fidelity Global Health Care Fund. Alex is based in England, and will discuss the sub-sectors within health care, and how these different sub-sectors have been affected by COVID, and the lockdowns and reopenings over the last few years. Alex has the opportunity to speak with many industry CEOs and he’ll share what may be next for COVID vaccines, variants, and investment opportunities if COVID shifts to being endemic. Alex also discusses the current positioning of Fidelity Global Health Care Fund, noting the strong benefits of Fidelity’s global research resources.
Recorded on January 18, 2022.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_webcast_fidelityconnects_gold_18jan.pdf
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
Naveed Rahman, Institutional Portfolio Manager, shares his outlook on investing in global markets and describes the fund positioning for Fidelity Global Intrinsic Value Class. Naveed works with renowned Portfolio Manager Joel Tillinghast on Global Intrinsic Value. Naveed shares the team’s perspectives on what’s happening in global markets currently, noting that they typically invest in reasonably priced stocks, that are high quality and cash generative in nature. Among other topics today, Naveed also discusses how the fund is currently overweight financials, energy and slightly overweight materials, relative to their benchmark. Naveed notes those are more cyclical sectors that should continue to benefit if we see a continuation of an inflationary, higher rate-oriented environment.
Recorded on January 18, 2022.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_theupside_rahman_18jan.pdf
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
Jurrien Timmer, Director of Global Macro, joins us again for his weekly look at the markets. In today’s half hour discussion with host Pamela Ritchie, Jurrien dives into the current market environment. He shares we are seeing some changes recently from large cap growth to large cap value, such as financials and energy, which are benefiting from this rising rate environment. Also, emerging markets or non-U.S. stocks in general, may also benefit from these conditions. It’s earnings season, and Jurrien reflects on what we’re seeing so far. At the time of recording, 26 companies in the S&P have reported. Follow along with Jurrien’s charts: @TimmerFidelity on Twitter
Recorded on January 17, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
Aneta Wynimko, portfolio manager of Fidelity Global Consumer Industries Fund, joins the show today. Today Aneta looks at the state of the global consumer in 2022, noting that consumers have a lot of pent-up savings that they are willing to spend on travel and experiences currently, rather than goods. We’re also seeing a big trend with baby boomers in or nearing retirement, and a lot of their accumulated wealth will be spent in the coming years. A few others topics Aneta and host Pamela Ritchie unpack today include apparel and luxury goods trends, the food and beverage industry including plant-based foods and premium spirits, and supply chain issues that remain persistent.
Recorded on January 14, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
Join Darren Lekkerkerker as he discusses his portfolio positioning entering into 2022 and where he is finding opportunities. Darren manages Fidelity North American Equity Class, and with host Pamela Ritchie, he’ll discuss striking a balance between U.S. and Canadian equities, for investors that are focusing on North America. Darren reflects on his personal investing style, current consumer sentiment, and shares his thoughts on industrials, supply chains, and transportation. He’ll also comment on exposure to commodities and combating inflation. In addition to managing Fidelity North American Equity Class, Darren also manages the equity subportfolio of Fidelity Canadian Balanced Fund, and co-manages Fidelity Global Natural Resources Fund alongside Joe Overdevest.
Recorded on January 12, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
So, what’s in store for Canadian investors in 2022? Today that question will be answered by Joe Overdevest, Director of Research and Portfolio Manager. Joe will be exploring the impact of COVID and the trends affecting Canada’s place in the global economy. With host Pamela Ritchie, Joe dives into the big topic of inflation, before looking at secular and cyclical themes, discussing financials, resources, and supply chains, among other topics. Also, as Director of Research, Joe shares a bit about how the investment team has adapted over the last two years, and how they continue to foster new talent while working remotely.
Recorded on January 13, 2022.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_theupside_overdevest_13jan.pdf
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
Today we’re pleased to bring you another episode focusing on digital assets and bitcoin, featuring Vivian Hsu and Meghan Chen. On December 13, 2021, we posted our first episode with Vivian and Meghan, and we’re excited to continue the conversation today. Vivian is Director ETFs and Alternatives, and Meghan is Senior Product Solutions Analyst. With host Pamela Ritchie, Vivian and Meghan look at Fidelity’s advantage in the digital asset space and how advisors and investors can add bitcoin to their portfolio. Additionally, Vivian and Meghan will wrap up 2021 reflecting on flows, and looking ahead to trends and current market activity to keep an eye on this year. They will also speak about Fidelity Advantage Bitcoin ETF™ and Mutual fund, launched in December, and touch on the recent announcement that the All-In-One ETF products will now include a small allocation to bitcoin.
Recorded on January 13, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
From dividend yields to industry and sector shifts; join Ramona Persaud, Portfolio Manager, as she looks at what could drive opportunities in 2022. For Canadian investors, Ramona manages Fidelity U.S. Dividend Fund, and is subportfolio manager on four funds including Fidelity Global Monthly Income Fund. Ramona’s mantra is to face discomfort and to push through it. The last few years have been chock full of discomfort, and Ramona explains to host Pamela Ritchie how prior events helped her to face the COVID volatility with resilience and adaptability. Today, among other topics, Ramona looks at central bank policy, health policy and how that affects how she looks at markets. Also Ramona discusses “why dividends?”, and how she looks to generate returns.
Recorded on January 11, 2022.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_fidelityconnects_persaud_11jan.pdf
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
Jurrien Timmer, Director of Global Macro, is back for his weekly appearance. Among other topics, Jurrien shares how the U.S. Federal Reserve has accelerated monetary policy more than usual, leading to an expected volatile change of hands towards value equities and lower volatility assets. Also as a result of the past stimulus packages Jurrien explains that the high volatility environment over the last year has caused growth equities to appreciate significantly. With the higher rates we are now seeing a reversion to this mean. Please head to @TimmerFidelity on Twitter to follow along with Jurrien’s charts.
Recorded on January 10, 2022.
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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.
Charlie Hebard and Michael Kim provide an update on Fidelity Long-Term Leaders Fund, the Fidelity Disruption™ Funds, and discuss the importance of identifying and assessing long-term industry leaders worldwide. The team believes that disruptive companies may shape what the market looks like for years to come, responding to advances in technology, emerging industries, and changing consumer preferences. Charlie, managing director of research, and Michael, quantitative analyst, explain to host Pamela Ritchie what and who these funds are for, and why these types of products matter in 2022. Charlie expands, noting the funds look to invest in companies the team believes may disrupt profit pools, to become the mega-cap companies of tomorrow. Also discussed today are factors to consider for the markets in both the short and long term, valuations, inflation and commodities, among other topics.
Recorded on January 6, 2022.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_fidelityconnects_hebard_06jan.pdf
Abhijeet Singh, institutional portfolio manager, works alongside Sam Polyak on Fidelity Emerging Markets Fund, and today he shares the trends and patterns currently shaping the fund. Abhi shares that they are positioned for the reopening trades in emerging markets. The fund has been pro-cyclically positioned, but the COVID variants that are more or less severe in different parts of the world, forces the team to look regionally. Additionally, Abhi explains to host Pamela Ritchie that the team had been underweight China and overweight Brazil and Mexico but this has started to reverse. Abhi also looks at the theme of premiumization in emerging markets, especially in China. Abhi and Pamela also discuss supply chains, energy, tech, opportunities in India, and currencies in emerging markets and those currencies relation to the U.S. dollar.
Recorded on January 7, 2022.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_fidelityconnects_singh_07jan.pdf
Tom Stevenson, Investment Director at Fidelity International, is today’s FidelityConnects guest. He was a frequent guest on our shows last year, and we’re happy to have him back in this first week of 2022. Host Pamela Ritchie asks Tom about the most pressing themes he is seeing right now, and Tom will dive into inflation, central bank reactions, valuations, the earnings cycle, and of course COVID and the recent Omicron wave. Tom believes 2022 is the year the world learns to live with COVID, rather than trying to eliminate it outright. Tom explains that inflation will probably peak and fall off, and earnings may drop off from last year’s recovery rally. He also is intrigued by current central bank responses, noting in the U.S. there is a difference between what the Fed thinks it can do, and what the market thinks it will do.
Recorded on January 5, 2022.
Jurrien Timmer, Director of Global Macro, joins us on today’s show to kick off 2022 and share his unique insights with us. Jurrien reflects on Sharpe Ratios and returns of the different asset classes in 2021 and for prior years. He also explains how the earnings cycle is peaking after a strong 2021. Jurrien sees 2022 as being a mid-cycle year. Jurrien also comments on how a 60/40 portfolio looks and could react in 2022, and discusses the five trillion dollars in money market funds on the sidelines. Also discussed today are recent moves by the Fed in 2021 and what may be in store for 2022. Jurrien also looks at the recent Omicron variant wave and how that relates to new lockdown measures in different parts of the world, and travel. Please visit @TimmerFidelity on Twitter to follow along with Jurrien’s charts.
Recorded on January 4, 2022.
On today’s podcast we welcome portfolio manager Steve Buller, who runs Fidelity Global Real Estate Fund for Canadian investors. Reflecting on the current state of his portfolio in this phase of the pandemic, Steve explains throughout the second half of 2021 he has had a balanced approach for the portfolio – this means owning sectors and companies that are long-term consistent growers. He has also added some reopening beneficiaries. Steve shares with host Pamela Ritchie that in certain areas of the world, he has been underweight bricks and mortar - especially in North America and the United Kingdom. He is favouring centres that distribute necessity-type goods and more recently he has bought into urban high-luxury retail. Steve also comments on restaurants, office space, and the rising rate environment we find ourselves in. Steve shares that inflation is arguably good for real estate. This is due to replacement cost – the price of materials and labour has gone up. As well the land value goes up, and rent increases.
Recorded on December 17, 2021.
Michelle Munro, Director, Tax and Retirement Research, joins the show today to discuss the 2021 Fidelity Retirement Report, and share important retirement insights you should know about right now. Whether you are personally close to retirement, far away, have a parent nearing or in retirement, or you are professionally advising someone on their retirement – this is a show not to be missed. Michelle and host Quinn Flaherty, Research and Thought Leadership Manager, discuss how, in its 16th year, this year’s report demonstrated that Canadians are resilient and optimistic about retirement, despite inflation and the pandemic. They will discuss key findings including regional similarities and differences across Canada, how COVID may have changed a retirement vision, that health care planning is more important to Canadians, inflation is top of mind, and how a written plan drives confidence and optimism.
You can visit fidelity.ca/retirement for more information, and to download a copy.
Recorded on December 16, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_TheUpside_Munro_16dec.pdf
In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, co-hosts Étienne Joncas Bouchard and Andrei Bruno welcome Meghan Chen to the show. Meghan is a Digital Assets Strategist at Fidelity Investments Canada. Today’s discussion aims to provide advisors and investors with an in-depth overview of cryptocurrencies, with an emphasis on Bitcoin. Meghan explains what is a cryptocurrency, what is Bitcoin, how to invest in digital assets (with an emphasis on Crypto ETFs), and most importantly, what role they can play in a portfolio.
Recorded on December 16, 2021.
Hugo Lavallée, gestionnaire de portefeuille des Fonds Fidelity Leadership climatique, Canada Plus et Potentiel Canada est avec nous aujourd’hui. En compagnie de son hôte, Charles Danis, M. Lavallée discute de l’élan qui anime les placements axés sur le climat et explique comment les investisseurs canadiens peuvent intégrer ce marché. En tant qu’investisseur anticonformiste, M. Lavallée s’efforce de voir au-delà des dislocations temporaires et de dénicher les occasions de placement qui se dessinent sur un horizon de deux à trois ans. Il affirme que son objectif n’est pas de convaincre les gens que le changement climatique est réel, mais plutôt de leur montrer comment le monde change et qu’il est dans leur intérêt et celui de leurs placements d’accueillir le changement. M. Lavallée explique que la transition qui s’opère dans le secteur de l’énergie amène les sociétés pétrolières et gazières à réorienter leur modèle d’affaires vers la capture du carbone, et traite de l’utilisation des véhicules électriques et de l’impact de la mode circulaire sur notre climat.
Date : 10 décembre 2021
As we enter another point of uncertainty in the markets, portfolio manager David Tulk joins us to speak about the increasing levels of inflation and what that means for asset allocation. Canada is said to be heading towards the peak of inflation, which is 1% over the comfort zone of 2%. As a result, an elevated degree of understanding is required when digesting forecasts from the Feds and National Banks to gain an understanding of where economies are heading. Right now David sees a benefit to having the Fidelity Inflation-Focused Fund, as this product includes many asset classes including equities, commodities, and bonds which are designed to protect you against the inflationary environment. Finally, David feels we should be cautious of Canadian real estate. By ensuring the housing sector continues to grow, this will uphold our underweight dollar. The number one priority is keeping exposure to a variety of markets and maintaining a heavily diversified portfolio.
Recorded on December 15, 2021.
Joe Overdevest, Director of Research and Portfolio Manager, is joined by Brendan Cochrane, Equity Research Analyst, and Andrew Hall, Equity Research Associate, on today’s episode. The panel speaks with host Pamela Ritchie about supply chain issues, labour, consumer health, housing, ESG, bankruptcies, and the energy transition. Brendan believes that there are two factors in the past year that stand out when investors think of supply chain issues. The first being ocean shipping costs which have skyrocketed and the second is the chip shortage as there is an increased demand for work from home electronics. Andrew mentions that he is seeing wage increases that are higher than normal and increases for frontline jobs, also noting that companies are scrambling to hire back employees that were let go during the pandemic. Joe comments on housing, noting that we are spending more time in our homes, causing the focus of real estate to shift from office building to home building. He added that supply is still not keeping up with demand believing that we are not yet at the point where supply is outstripping demand.
Recorded on December 14, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_fidelityconnects_overdevest_14dec.pdf
Étienne Joncas-Bouchard, ETF Strategist, is featured on this episode providing the key factors that are in focus, along with his outlook for 2022. Étienne discusses the CPI and provides his interpretation as to why the markets are still considered stable. The housing market was also discussed extensively where Étienne highlights potential concerns and upsides. Throughout the episode, Étienne provides his outlook on both the current and future market and suggests various factors that will be important to focus on for investing. Étienne highlights the business cycle and interest rate which will ultimately be vital for the overall success of the market. Étienne also provides his thoughts about the super-cycle on this episode. Additionally, Étienne discusses the importance of not being too growth-tilted, and unpacks the idea of speculation and how this type of behaviour impacts the market.
Recorded on December 10, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_fidelityconnects_bouchard_10dec.pdf
Nous sommes heureux de vous présenter aujourd’hui une émission un rien plus longue que d’habitude. Nous souhaitons la bienvenue aux gestionnaires de portefeuille Hugo Lavallée et Patrice Quirion pour une discussion approfondie les leçons tirées de leurs en 2021. Ils partagent également leurs réflexions sur ce que les marchés pourraient nous réserver en 2022. MM. Lavallée et Quirion traitent de nombreux sujets avec l’hôte Charles Danis, notamment les enjeux ESG, le climat et la gestion en période de volatilité. Ils s’en tiennent tous deux à leur propre démarche de placement et ne se laissent pas distraire par les placements qui ont la cote. M. Lavallée explique que la volatilité crée des occasions de placement pour les gestionnaires actifs, surtout pour lui qui est un investisseur à contre-courant. Pour ce qui est de 2022, il établit aussi des comparaisons avec le cycle du marché de 2011. Selon lui, nous avançons dans la bonne direction, mais nous faisons trois pas en avant, puis deux pas en arrière. M. Quirion, quant à lui, estime que 2022 sera l’année où nous apprendrons à vivre avec la COVID-19. Pas seulement du point de vue de la santé, mais aussi de l’économie et des marchés, qui devraient être moins affectés par la pandémie.
Date : 9 décembre 2021.
Transcription : https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_theupside_lavallee_09dec.pdf
Director of Global Macro, Jurrien Timmer, touches on inflation, the global money supply, geopolitical tensions, and value prospects in this episode. Commencing with inflation, Jurrien notes that CPI came in as expected, year over year at 6.8% and that the market is moving beyond that - believing that the bond market is reflecting that the worst is behind us. Jurrien adds that the U.S Federal Reserve is likely to announce this week that they are going to turbo taper in March 2022 instead of June 2022. In terms of political tensions and possible effects on supply chains, Jurrien explains to host Pamela Ritchie that geopolitical tensions are not a good thing for markets, but believes that the current Russia and Ukraine tensions are not going to be market moving . He also adds it’s important to distinguish if a tension is systemic. Jurrien will be sharing a few charts so please head to @TimmerFidelity on Twitter to follow along.
Recorded on December 13, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_fidelityconnects_timmer_globalmacro_13dec.pdf
Join Hugo Lavallée, Portfolio Manager of Fidelity Climate Leadership Fund™, Fidelity Greater Canada Fund and Fidelity Canadian Opportunities Fund, for a discussion of his contrarian investment strategy, the future of climate-focused thematic investing and his views on investing in Canada in 2022. As a contrarian investor, Hugo focuses on pushing through short term dislocation and looking at opportunities within companies over the next two to three years. Hugo also discusses how Europe is years ahead in getting closer to net zero carbon emissions and how North American countries can adopt their thinking to also reach a net zero goal. Hugo states he is not here to convince people on climate change but rather to show them how the world is changing, and investors should embrace change to protect themselves and their investments. With the energy transition, Hugo explains how oil and gas companies are pivoting their business model for carbon capture, the use of EVs and the impact of circular fashion on our climate.
Recorded on December 9, 2021.
Portfolio manager Mark Schmehl joins FidelityConnects for an insightful discussion with host Pamela Ritchie. For Canadian investors, Mark manages Fidelity Global Innovators Class, Fidelity Special Situations Fund, and Fidelity Canadian Growth Company Fund. Today, Mark reflects on the market volatility seen throughout November and December, noting it gave him a chance to add to his favourite positions. He has high conviction in his top ideas, and attributes the recent volatility to a collective panic from a lot of investors who have the same bets. Mark also discusses the overall economy and market cycle, oil, and regulation for tech companies. Mark shares the differences and similarities between his funds, including the opportunity to invest in private companies. Also today Mark looks at the big topic of the metaverse, believing people are going to spend more time in these immersive worlds. Mark sees many investors incorrectly viewing the metaverse more like a video game, whereas Mark compares it to a different version of TV.
Recorded on December 8, 2021.
HyunHo Sohn, Portfolio Manager of Fidelity Technology Innovators Fund, reflects on recent trends in the tech industry throughout the pandemic, recent investor pressures, and overall modernization. Overall, HyunHo recognizes the general importance of technology when it comes to efficiencies and increased digitization, therefore, HyunHo believes mega-cap tech companies are projected to continue doing well. Some big opportunities that come from these efficiencies include process automation for many different industries, software management that reduces time, money and resources and connecting businesses to customers, as well as other businesses. Privacy risks are constantly being improved as social media and cyber security become widely used in our society, and HyunHo believes there will be more need to traffic data centres as a result. Japan is also noted as a leading innovator, recently developing robotics, automation technology and trading at more attractive multiples than US companies. Additional thoughts are shared on the Metaverse, government infrastructure, regional positioning, semi-conductors and opportunities and barriers for Chinese companies.
Recorded on December 3, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_fidelityconnects_sohn_03dec.pdf
Vivian Hsu, Director ETFs and Alternatives, and Meghan Chen, Senior Product Solutions Analyst, are featured on this episode discussing Bitcoin investing and the potential offerings it can provide to investors. In addition to introducing the new Fidelity Advantage Bitcoin ETF and Fidelity Advantage Bitcoin ETF Fund, Vivian provides an industry update, highlighting recent ETF success and the increased demand for cryptocurrency and Bitcoin related products. Meghan provides a high-level overview and explains some of the main features of Bitcoin. Additionally, Meghan discusses who is responsible for tracking all the Bitcoin transactions that occur around the network. The blockchain was also highlighted extensively throughout the episode, where Meghan discusses consumers perception of the blockchain. Further in the episode, Meghan discusses Bitcoin mining and how miners can be found across the world on a global scale. Additionally, Meghan discusses the energy requirements needed in mining for Bitcoin. Vivian and Meghan also discuss the opportunities for investors and the potential exposure that investors could see in the cryptocurrency space. Finally, Meghan discusses the storage capabilities of Bitcoin and the safety related to investors.
Recorded on December 2, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript-podcast-chen-bitcoin-investing-02dec.pdf
Le gestionnaire de portefeuille Daniel Dupont est de retour à notre émission aujourd’hui pour nous faire part de ses réflexions sur les marchés en 2021 et ses perspectives pour 2022. M. Dupont investit en mettant l’accent sur la protection en cas de baisse. Il gère les Fonds Fidelity Grande Capitalisation Canada et Valeur mondiale à positions longues/courtes pour le compte des investisseurs canadiens. Il est également cogestionnaire d’autres produits de placement, dont le Fonds Fidelity Étoile du Nord. En compagnie de l’animateur Charles Danis, M. Dupont discute de la volatilité récente sur les marchés et partage son opinion sur les évaluations boursières, l’inflation et l’incertitude entourant les politiques fiscales et monétaires. À son avis, les actions américaines se négocient à des cours trop élevés alors que celles du Royaume-Uni sont plus attrayantes. Le gestionnaire rappelle également aux investisseurs de demeurer très vigilants. Il considère que l’inflation est élevée et qu’elle pourrait augmenter encore plus, et ajoute que le haut niveau d’endettement pose problème, car si les banques centrales tentent de freiner la situation, la tendance économique pourrait être complètement renversée.
Date: 2 décembre 2021
Lire la transcription : https://www.fidelity.ca/cs/Satellite/doc/transcript_webcast_dupont_02dec_f.pdf
Jurrien Timmer, Director of Global Macro, joins for this weeks “global macro view” to give a weekly market overview. He discusses rising inflation reaching a CPI change of 6.2% in the U.S. and going well above the Fed’s comfort zone, although there still are some transitory elements present. Jurrien talks about the U.S. unemployment report which was released Friday December 3rd, that has shown employment rates are now beyond full capacity. He touches on the supply chain bottle necks potentially causing a significant slowdown in economic activity coinciding with the Fed normalizing policy in 2022. He also spoke on the historical trend of the Fed using lagging indicators to set forward looking policies that caused many policy errors in the past. Jurrien touches on the “stealth correction” seen where the market has rotated to favour different investment styles and sectors compared to earlier this year.
Recorded on December 6, 2021.
In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, co-hosts Étienne Joncas Bouchard and Himesh Patel welcome Andrei Bruno to the show. Andrei is an ETF Strategist at Fidelity Investments Canada. Today’s discussion is centred around fixed-income markets, securities and ETFs. The panel takes the time to recap some of the notable movements among various sectors for 2021. The conversation also includes comments on Central Bank policy, the interest rate environment, as well as a brief outlook for 2022.
Recorded on December 2, 2021.
The Honourable Peter Bethlenfalvy, Ontario Minister of Finance, is featured on this episode providing an economic and regulatory update. Within this episode, Minister Bethlenfalvy discusses Ontario’s debt levels and the plan to get back to a balanced budget. Minister Bethlenfalvy reflects upon Ontario’s environment and provides a variety of aspects that will be detrimental to getting back to a balanced budget. The housing sector was also discussed throughout the episode where the Minister provides his plan and approach to the situation. He also discusses a variety of constraints that are contributing to the overall problems in the housing sector. Finally, Minister Bethlenfalvy discusses the type of role that cryptocurrency might play in the future within Canada and Ontario specifically. He provides his thoughts about cryptocurrency and the attention that it has generated with the Government of Canada and Bank of Canada.
Recorded on November 25, 2021.
Today we welcome back Denise Chisholm, Director of Quantitative Market Strategy, who will be presenting another instalment of her sector watch – today with a focus on top sectors, trends and themes of 2021, and upcoming in 2022. In speaking with host Pamela Ritchie, Denise looks at the big inflation story and reflects on the recent announcements from the U.S. Federal Reserve, noting that when you provide consumers with income from government stimulus and wages, what you usually get are higher prices and those higher prices tend to be sticky. Denise studies historical patterns and historical probability to watch for future trends, and today she also dives into what might be ahead for markets and growth in 2022, as well as reflecting on the recent market volatility and spike in the VIX volatility index.
Recorded on December 2, 2021.
Today’s episode features Salim Hart, portfolio manager, and Naveed Rahman, institutional portfolio manager. For Canadian investors, Salim and Naveed work alongside legendary investor Joel Tillinghast on Fidelity Global Intrinsic Value Class, a fund that focuses on global companies that the portfolio managers believe to be undervalued by the market and have the potential for long-term capital appreciation. The episode discusses their thoughts on current market conditions, areas of the market they find attractive, where they believe the market cycle is affected by price and employment pressures, monetary policy, and that central banks are slightly less accommodating due to the potential for rising rates. The episode also discusses the transition of portfolio manager Joel Tillinghast, who will retire from investment management at the end of 2023, but will continue to work with the team as a senior advisor and remain engaged with Fidelity. The fund has welcomed portfolio managers Morgen Peck and Sam Chamovitz as co-mangers, and these four managers on Global Intrinsic Value have over 50 years of work experience with Joel. The transition will be consistent and gradual.
Recorded on December 1, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_webcast_hart_rahman_01dec.pdf
Portfolio manager of Fidelity Dividend Plus Fund, Don Newman, joins us today to share his outlook and view on opportunities in dividend investing for 2022. In addition to managing Fidelity Dividend Plus Fund, Don is a subportfolio manager for Fidelity Canadian Asset Allocation Fund, Fidelity Dividend Fund, Fidelity Income Allocation Fund, and Fidelity Monthly Income Fund. In this episode, Don discusses the concerns about rising inflation and the use of dividend-paying investments to protect investors’ purchasing power. As inflation rises, GIC products are no longer yielding as much interest and investors in GICs are losing purchasing power. Don addresses the dividend market shifts over the past few years as well as his outlook for the upcoming year in the material, financial, real estate, utilities, and consumer goods sectors. With rising inflation pressures on the market, dividend investing allows Canadians to have income coming in steadily and the opportunity to compound investments over time.
Recorded on November 30, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_newman_30nov.pdf
Fidelity’s Director of Global Macro, Jurrien Timmer, touches upon volatility, COVID-19 variants, inflation, and his market cycle outlook in this episode. Jurrien believes that on a short-term basis, the market is already oversold, also mentioning that he recognizes the recent spike in the volatility index (VIX), but believes that there is nothing in the VIX chart that indicates a drastic change. Jurrien shares that we won’t know if vaccines are effective against the Omicron variant for at least another few weeks. He also noted that the Delta wave increased hospitalizations in the U.S. from 2% to 14%, and did not lead to any significant lockdowns. He believes that if the Delta wave did not cause the economy to get locked down, it is unlikely that any other wave will, unless the vaccines are completely ineffective. In terms of inflation, Jurrien believes that it is going to take a lot more than what we saw on Friday November 26 to slow down the U.S. Federal Reserve, and that if the Omicron variant is a legitimate scare, in terms of slowing down economic growth, that might be enough to quell the inflation anxiety. Looking at the market cycle, Jurrien believes that this has been an earnings-driven bull market and that as long as that continues to be the case, every one of these scares is likely to be short lived because the fundamentals will take over. He also believes that we will continue to be in a bull market, albeit in a more mature mid-cycle phase over the next 6 to 12 months, meaning that earnings will continue to grow but at a slower pace.
Recorded on November 29, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_webcast_timmer_29nov.pdf
Himesh Patel, ETF strategist, joins the show today for a conversation with host Pamela Ritchie on equity ETFs, factor ETFs, and how Fidelity All-In-One ETFs are positioned as 2021 draws to a close, and we look ahead to next year. Himesh dives into the various factors, such as quality, value, and momentum – how they’ve performed this year and how they typically perform during the business cycle. Himesh also shares thoughts on how to best create a diversified portfolio in today’s market – one that protects on the downside when there is volatility, but also can participate in the up markets. Himesh touches on how Fidelity All-In-One ETFs compare to the Fidelity Managed Portfolios, sharing they are very different in strategy and can compliment each other in a personal portfolio. Himesh and Pamela also discuss the recent market volatility, with Himesh noting the markets are taking back the bullish nature we saw throughout October and November.
Recorded on November 26, 2021.
Ilan Kolet, Institutional Portfolio Manager, speaks about inflation, supply chain issues, the labour market, and Fidelity Inflation-Focused Fund in this episode. Commencing with inflation, when asked about sectors that were closed/affected by the pandemic, Ilan remarked that it should be unsurprising that we are seeing inflation in those sectors. He also notes that he and his team are seeing and recognizing what all of us are seeing in news headlines and in our day-to-day lives, adding that he is seeing prices move materially higher and not all of it being transitory. Furthermore, he notes that we have a tremendous increase in the prices of goods from a year ago, and that service inflation will dictate the path of underlying inflation over the medium term. Looking at supply chain issues, Ilan believes we shouldn’t expect supply chain issues to disappear so quickly as disruptions will take longer to normalize. He also adds that Fidelity analysts estimate that these disruptions will normalize in about 18-24 months. Ilan considers the labour market exceptionally tight. He believes the way to resolve the tightness is to increase wages. Ilan also anticipates by mid-2022 we should have clearer view of the labour market, wages, and underlying service inflation.
Recorded on November 24, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_kolet_24nov.pdf
Portfolio manager Patrice Quirion joins us today to share his outlook on global equities for the year 2022. Patrice manages Fidelity Global Concentrated Equity Fund, Fidelity Global Equity Private Pool, Fidelity International Concentrated Equity Fund, and Fidelity International Equity Private Pool. With 2021 coming to an end the market is expected to regain its foothold and economic growth is anticipated as the world moves past COVID slowdowns. With the expected economic growth, there are potential inflation consequences and rising interest rates which may result in some form of volatility in the market. Patrice discusses his positioning, and thoughts on interest rate increases, as well as how he will mitigate the risk placed on valuations. Patrice further discusses his outlook on future opportunities as the markets shift and shares that economic recovery may be a powerful earnings driver on the market. Global markets in Europe, the United Kingdom, China, India, Southeast Asia, and Russia are discussed, and Patrice shares his outlook on potential future positioning in these markets.
Recorded on November 23, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_quirion_23nov.pdf
The market faced many challenges in 2020, and global economies continue to adjust to changing markets. Ayesha Akbar, portfolio manager, examines growth among the bond market, China, Europe and USA to determine trends and opportunities when it comes to property markets, COVID impacts, technology, emerging markets, inflation and more. While China adopted the strategy of “never letting a good crisis go to waste” in 2020, their property market has been causing a decline in overall market performance. Ayesha touches on policy announcements that have taken place to relieve this issue. Contrarily, the bond market has been thriving due to China’s real estate struggles, and these trends look promising. Europe has been facing road bumps due to Brexit and COVID, but energy and cyclical stocks provide opportunities for returns and will be further studied for longevity. Current consumer trends in the US show high consumer spending that suggests continued growth - even with fear of inflation. Mass growth and inflation concerns will be closely followed and should better indicate long-term patterns in the coming months.
Recorded on November 19, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_fidelityconnects_akbar_19nov.pdf
Jurrien Timmer, Fidelity’s Director of Global Macro, shares his thoughts on recent global macro and business cycle trends as we close out November 2021. Jurrien discusses the conundrum that exists around low nominal yields despite higher expected inflation and a return to near-full capacity. He compares our current late-cycle position to that which we experienced in 2015/2016, and the potential to revert to a mid-cycle position in 2022 or follow the cycle into recession. He mentions the possibility of a cycle extension under more structural inflation conditions where real returns remain negative driving consumers and businesses to lever up and maximize purchasing power. Jurrien shares his thoughts on potential impacts to the U.S. dollar, inflation linked securities, commodities, and recent investment style trends. He also speaks about potential fiscal policy movements relating to corporate taxes and a potential buyback tax and how this could impact equities in the context of rising earnings, dividends and buybacks. Additionally, Jurrien discusses the potential for gold, silver & Bitcoin to benefit if inflation expectations remain high and real yields remain at their current negative levels.
Recorded on November 22, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_fidelityconnects_timmer_22nov.pdf
Portfolio manager of Fidelity True North® Fund, Max Lemieux, joins us again today for a discussion on Canadian equities. Max shares that we’re in an exciting time for active managers, and he’s seeing a renewal of the Canadian marketplace after seeing it shrink for several years. Max further explains how he is finding opportunities across various sectors, how inflation is playing into his investment approach, how he manages risk, and his thoughts on the Canadian dollar.
Recorded on November 18, 2021.
Aujourd’hui, notre invité est Maxime Lemieux, gestionnaire du Fonds Fidelity Frontière Nord, qui analyse le marché canadien et nous présente sa stratégie de répartition et ses perspectives actuelles. Lors de cette discussion avec l’animateur Charles Danis, il partage ses opinions sur les mouvements du marché au cours des derniers mois et parle des changements qu’il a apportés à son portefeuille. M. Lemieux a notamment liquidé certaines positions plus spéculatives au profit de titres de qualité à plus grande capitalisation. Les secteurs de l’énergie, des services financiers et des technologies au Canada font également partie des sujets abordés. Finalement, le gestionnaire aborde les facteurs qui ont contribué à son succès au cours des vingt dernières années, notamment une judicieuse sélection des titres, mais aussi les connaissances, l’expérience et l’excellence de l’équipe de recherche de Fidelity.
Date : 17 novembre 2021
Jeff Moore, fixed income portfolio manager, is back for his monthly perspectives on the fixed income environment. Jeff manages, co-manages, or manages the fixed-income sleeve of many Fidelity Canada funds, including Fidelity Multi-Sector Bond Fund and Investment Grade Total Bond Fund. Today Jeff dives into inflation, what’s next from central banks, crypto, and currencies. Jeff also reminds us about his 5-step process, comments on his team’s multi-sector approach to fixed income investing, and explores why they are liking the “BB” area right now.
Recorded on November 17, 2021.
Portfolio manager Dan Dupont is back on the show today to provide his thoughts on the markets throughout 2021 and looking ahead at 2022. Dan invests with a large focus on downside risk mitigation, and for Canadian investors he manages Fidelity Canadian Large Cap Fund, and co-manages Fidelity NorthStar® Fund, among other offerings. Dan shares his views on valuations, inflation, and the uncertainty around fiscal and monetary policy. With this uncertainty, Dan reminds us that investors need to remain extremely vigilant. Dan also speaks on mining, the Canadian dollar, as well as investing in oil and gas, and areas of ESG. Dan comments we’ve seen positive ESG stories in some areas, but they are highly priced and we’re seeing some minor and some major bubbles in other areas of ESG.
Recorded on November 16, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_webcast_fidelityconnects_dupont_16nov.pdf
Jurrien Timmer, Director of Global Macro, joins us again for his global macro and markets update. Inflation continues to be a main focus right now, with Jurrien sharing inflation expectations have now made a new high at 2.7%. He jokes that people are debating whether that it too high or too low, but the fact is inflation is rising. Jurrien has a few charts for his deep dive on inflation, visit @TimmerFidelity on Twitter to follow along. Today Jurrien also looks at the U.S. supply chain issues and if it matters to the markets, as well as energy, crypto, and gold.
Recorded on November 15, 2021.
Portfolio manager of Fidelity Europe Fund, Matt Siddle, joins the show today. Matt speaks with host Pamela Ritchie about the current inflationary pressures, noting the inflation environment differs between countries. The U.S. has greater inflationary pressures than European countries. He also looks at these pressures coming from two sources – commodities and labour markets. Matt speaks on how the recent increase in COVID cases have been impacting continental Europe and the UK and if there is an effect on markets. He also shares his thoughts on real estate in China, ESG and COP26, as well as the recent earnings season, and his criteria for how companies make it into his portfolio. His fund is traditionally a concentrated portfolio of around 60 names.
Recorded on November 12, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_siddle_12nov.pdf
Today we are joined by Matt Egerton, analyst and portfolio manager, and Andrew Hall, equity research associate, to talk about opportunities in ESG and renewables. Andrew says that there has been a great level of awareness and commitment to renewable goals of late. Also, recognition that solar technologies are more economically competitive with traditional fossil fuels than ever before. Matt says that it is about understanding where the opportunities are, and being diversified with the approach, instead of just following the “hot areas” in ESG. When discussing whether ESG is inflationary, Matt says that ESG has seen elements of inflation which is a reminder of the challenges in the transition. However, there has not been much pushback and everyone is on board, however, it will differ from country to country. Lastly, when asked about whether certain industries should be excluded from investment portfolios that may have exploitive practices, Matt says that Fidelity has taken an engagement rather than exclusion approach to this. Bringing companies closer, having robust conversations and having that partnership approach is what Matt believes will help us get to where we need to be in the end.
Recorded on November 10, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_egerton_hall_10nov.pdf
Portfolio manager of Fidelity Founders® Class, Dan Kelley, joins the show today. The fund was launched in Canada in April 2018 and is focused on harnessing the entrepreneurial spirit of founder-led companies, through small-, medium- and large-cap companies, as well as private offerings. Dan shares how founder-led companies have excelled in the past couple of years, why their eccentric nature works, and how innovative companies have gotten us through the pandemic; they have rolled out new vaccines in a matter of months, improved our cloud and software technology to adapt to the home office life and more. He reflects on founders’ personality types, tending to be eccentric risk-takers. With the right underlying skillset and vision, Dan believes embracing the founders’ unique nature brings their companies to new heights and scales. He also discusses ESG and its growth potential, recognizing that more and more companies are becoming committed to reducing their carbon footprint. He believes that going forward, we will witness a huge shift in emissions, as energy sectors can be both powerful and committed to ESG.
Recorded on November 9, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_kelley_9nov.pdf
As the economic cycle continues to shift from early cycle into mid cycle, investors look for market direction from the head of Quantitative Index Solutions, Bobby Barnes. According to Bobby, stocks such as retail and airlines are finally starting to rise, and as a result, we can see positive trends in the market. He notes, the main catalyst behind this positive movement is the reopening of economies and value investing. Bobby also emphasizes the impact of value and momentum investing as we enter a new economic cycle. Leveraging quality stocks would also be beneficial as we will continue to see periods of accelerated growth. Bobby also believes in the power of Just-In-Time, an innovative inventory solution to the rising supply and demand concern. Finally, Bobby comments on the rapid growth behind cryptocurrency, but notes because it is still new it can be hard to predict how companies will ensure consistent profitability.
Recorded on November 5, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_barnes_5nov.pdf
Fidelity’s Director of Global Macro, Jurrien Timmer, starts off today’s show touching upon equities, the United States Federal Reserve, and emerging markets. Jurrien remarked that there is always a concern about corrections in bull markets and notes that the market is now up 110% from its bottom in March 2020. He also notes that he is seeing strong earnings especially with the S&P 500 profit margin which is now at an all-time high of 14%, which he believes demonstrates a much faster recovery than anticipated. In terms of the United States Federal Reserve tapering, Jurrien shares that the bond market tapering is starting this month, but the market is not reflecting an expectation of a neutral policy, which he expects may lead us into a period similar to the 1940s with the Fed accepting higher structural inflation as collateral for a healthy economy. When asked about his response to fears of a market crash if the Fed stops being so accommodative, Jurrien indicates that market internals are improving quite a bit, and instead of fretting about slight downturns, he said to remember that even though markets go down 40% of the time, we still see compounded annual growth at 11%, and that’s where he believes staying invested carries a prize. Lastly, Jurrien believes that we are not going to see outperformance in emerging markets (EM) or Europe, Australasia, and the Far East (EAFE) without a relative earnings story to back it up, also noting that these regions are now showing negative earnings momentum.
Recorded on November 8, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_webcast_timmer_08nov.pdf
Denise Chisholm, Director of Quantitative Market Strategy, joins us today. The topic of the day is disruption, and how investing in disruption can give investors exposure to groundbreaking companies. From industrial robotics and artificial intelligence to cloud computing and autonomous vehicles, disruption can be found in many areas of the economy. What industries and sectors are being disrupted today, and how could these innovations shape the next decade? Fidelity Canada recently launched two funds to capture this market momentum – Fidelity Disruptors™ Class and Fidelity Disruptive™ Automation Class. With host Pamela Ritchie, Denise breaks down using sectors and factors as building blocks of a portfolio, shares her perspectives on the current economy, and highlights what areas of the market she is strategically paying attention to as we head towards the end of 2021.
Recorded on November 4, 2021.
Hugo Lavallée, portfolio manager of Fidelity Climate Leadership Fund, Greater Canada Fund, and Canadian Opportunities Fund joins us today for an update on his funds, his contrarian investment strategy, and to unpack the accelerating trend of decarbonization and combating climate change. Hugo’s Climate Leadership Fund, which was launched in May 2021, aims to achieve long-term capital growth by investing in companies that are believed to be climate leaders, climate solutions providers and climate reformers. This is an idea Hugo has been working on for a few years and he is proud of the traction and interest in his fund so far. This pairs with the acceleration of global commitments to becoming carbon neutral: changing corporate behaviours, changing consumer behaviours, and the recent climate commitments discussed at the 2021 United Nations Climate Change Conference, which Hugo also reflects on today. Hugo also looks at electric vehicles and the EV substitution accelerating, at home solar panels, and the similarities, differences and performance of the two funds Hugo has managed over a longer time period – Greater Canada and Canadian Opportunities.
Recorded on November 3, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_webcast_lavallee_03nov.pdf
Portfolio manager Kyle Weaver joins the show today for a look at the U.S. equities investment landscape as we head towards the end of 2021. For Canadian investors, Kyle manages Fidelity U.S. Growth Opportunities Class and is a co-portfolio manager on Fidelity NorthStar® Fund alongside Joel Tillinghast and Dan Dupont. Kyle shares how he is a growth manager who believes in deep value, and focuses on finding the undiscovered future blue-chip companies. Additionally, long-term growers and resilient growers who will prove to be very cheap on a three to seven year view are Kyle’s ideal investments. Today in speaking with host Pamela Ritchie, Kyle shares he is finding value-based care and healthcare a promising area. Also, Kyle is looking at companies that combine e-commerce and brick & mortar together, sharing that companies that allow the consumer to buy online and pick-up in store, and do it well, are becoming people pleasers. Kyle shares he is seeing some powerful macro factors currently, but doesn’t get caught up in macro and remains focused on stock-picking. He looks at what's just short term noise and what may be here to stay, while noting he aims to take advantage of this noise while remaining a disciplined investor.
Recorded on November 2, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_weaver_2nov.pdf
Eileen Dibb, portfolio manager of Fidelity AsiaStar® Fund and Fidelity Japan Fund, is featured on this episode discussing Asia-Pacific equity opportunities. Eileen provides a market update, revolving heavily around vaccines and the reopening of countries. Within this episode, Eileen provides her thoughts on outside investor preferences and the deciding factors as to why they choose one country over the other. Additionally, Eileen discusses China’s policy changes and their impact on the stock markets. The topic of healthcare in China was also highlighted and how it has become an area of focus, predominately within biopharmaceuticals. Eileen provides further detail and describes a variety of key features and benefits of Fidelity AsiaStar® Fund. Finally, Eileen discusses housing and the certain aspects that will continue to impact it moving forward.
Recorded on October 28, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_dibb_28octpdf
Jurrien Timmer, Director of Global Macro joins us today for his global macro update, and will speak on two reoccurring themes: inflation, and supply and demand. Jurrien believes we are in a commodity super cycle and as a result there remains a large emphasis on the energy equity sector. Historically, energy commodities have had a positive correlation with inflation. Therefore, Jurrien believes we’ll continue to see this sector grow. Jurrien also shares his thoughts on the pieces of inflation that are related to the supply chain, he believes a resolution is near as companies remain adamant on delivering product to their consumers. Additionally, Jurrien comments on the Canadian Dollar making a connection between positive trends in commodity currencies when strong commodity influence is present in the market. Visit @TimmerFidelity on Twitter to follow along with some charts.
Recorded on November 1, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_timmer_1nov.pdf
Portfolio manager David Tulk joins us today to look at the impacts of rising inflation, unpack the recent moves by global central banks, and to help us look beyond the headlines. David unpacks the October 27th Bank of Canada announcement to end the Quantitative Easing bond buying program. He also explores the recent bond market action, describing a push and pull tug of war between how central banks are conducting policy and how the bond market is interpreting what central banks are saying. Host Pamela Ritchie also asks David about the Canadian dollar, housing, consumer debt, and how inflation pressures could change how investors look at a traditional 60/40 portfolio. David and the Global Asset Allocation team manage several funds for Canadian investors, including the new Fidelity Inflation-Focused Fund. This fund aims to invest in securities collectively resilient to inflation, an optimized balance between various inflation-focused asset classes in a single strategy.
Recorded on October 28, 2021.
This edition of FidelityConnects features David Way, Portfolio Manager of Fidelity Long/Short Alternative Fund. This fund, which launched in October 2020, has an investment philosophy anchored in the belief that skilled active management can consistently identify attractive investment opportunities through the economic cycle. This is achieved through three key philosophies: finding the change before the change, harvesting superior industry/company analysis and style-agnostic stock picking. David discusses the breakdown of Fidelity Long/Short Alternative Fund, how it may fit in one’s portfolio, and dives into further detail on the diversification opportunities presented by the “short” side of the fund. Also, David looks at opportunities in effective supply chains, a normalizing economy, transitions in technology and energy, and the impact of stimulus on today’s economy.
Recorded on October 27, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_way_27oct.pdf
Charlie Hebard and Michael Kim, portfolio managers on Fidelity Disruption™ Funds, and Denise Chisholm, Director of Quantitative Market Strategy, join us today to share their approach to thematic and disruption investing. Charlie believes that disruption is happening all around us and defines their strategy as investing in companies that have the potential to disrupt industries, whether that is through legacy companies or new companies that have the ability to change the landscape in that industry. According to Charlie, there are five themes that the team identified for Fidelity Disruption™ Funds and they are Technology, Communications, Medicine, Automation, and Finance. Denise expresses that themes, sectors, and factors are the building blocks to investing, where themes are grouping companies together based on underlying drivers. Michael feels that the markets have been choppy over the past year, and for Fidelity Disruption™ Funds, they are focused on a long-term investment thesis of each company, not expecting them to be disruptors during the next year but later on in each company’s life cycle. Michael says that there will be more volatility in these companies which they will take advantage of when prices are low, and his job is to try and smooth this volatility across the fund. At the moment, the team is not investing in private companies but is open to investing in companies that have recently gone public if they feel there is a potential for rapid growth over time.
Recorded on October 26, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_hebard_kim_chisholm_oct26.pdf
Portfolio manager Sri Tella provides a look at fixed income investing in Canada, the U.S. and abroad. Sri looks at what’s on the horizon for Canadian consumers and potential moves by the Federal government. During the recent election a big fiscal package was promised and Sri unpacks what might be next. Energy is also a big story for Canada and globally. Sri shares his thoughts with host Pamela Ritchie, noting that the transition away from fossil fuels and a focus on renewables is a headwind for Canada, but Sri says it’s a drawn out transition that will take time. Sri shares that we’re seeing renewable sources of energy around the world that can’t keep up with demand, such as an increase in coal usage in China. So there is a shift to renewables, but it will take time. This results in Sri and the fixed income team looking at which companies can make that transition and investing accordingly. Looking at the big topic of inflation, Sri believes that inflation is going to be elevated and sees a perfect storm of late - base effects, reopening surge in demand, capacity taken out of manufacturing causing supply chain shortages, COVID spikes in manufacturing centres overseas, and natural disasters recently in manufacturing countries.
Recorded on October 22, 2021.
Joining the show today for a look at dividends is portfolio manager Don Newman. Don shares his dividend outlook, opportunities he is seeing currently, and how he is positioning Fidelity Dividend Plus Fund to add value now and in the future. Also, with inflation and the ability of our purchasing power to keep up with inflation on everyone’s minds, Don looks at what’s next for the Canadian consumer. Don explains that growing income is very important to Canadians, and with dividend-paying stocks you benefit from capital appreciation over time as earnings grow. This can be especially important in keeping up with inflation concerns and generating more income than money sitting in a bank account or GIC. Don explains what a dividend-paying company actually is, shares his investment approach as a “growth at a reasonable price” investor, and speaks about how he is also a Director of Research.
Recorded on October 21, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_newman_21oct.pdf
Fidelity’s Director of Global Macro Jurrien Timmer, speaks about central banks, global growth, and wages with respect to job vacancy and unemployment rates in his global macro view episode. With regards to central banks across the globe and their policy responses, Jurrien shares that the responses of central banks he is seeing are different due to the different mandates the banks have. An example he emphasized was the European Central Bank choosing to focus on price stability whereas the United States Federal Reserve chose to have a dual mandate of full employment and price stability. Jurrien also noted that, in his opinion, the Bank of Japan is acting differently compared to the other central banks as they have very large debt stocks to monetize. In terms of global growth, Jurrien believes it will be slowing as China is becoming a drag on the global economy whereas in the past it would be China that would lift the global economy out of a slump. He believes this is because China would increase infrastructure spending and buy up copper & oil, creating a new global capital expenditure cycle. Lastly, Jurrien shares his thoughts on wages and if they can solve the conflicting signals between job vacancy and unemployment. He believes that it is not just a case of wages, but thinks wages are what clears the supply and demand imbalance while noting there are other things going on as well. Follow along with Jurrien’s charts on Twitter: @TimmerFidelity
Recorded on October 25, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_timmer_25oct.pdf
Portfolio manager Steve DuFour joins the show today. Steve, who first joined Fidelity in 1992, manages Fidelity U.S. Focused Stock Fund for Canadian investors. His fund is a concentrated U.S. equity portfolio focused on investing in large-cap growth companies. Steve discusses his view on U.S. equity valuations in today’s market environment, where he is finding opportunities, and expands on his investment approach. Steve holds a firm focus on companies that are trading at a reasonable price, while expected to grow over the long term. Steve shares he is very interested in the future of hydrogen, explaining that wind and solar power have been reducing the reliance on coal, but hydrogen’s advantage is not being dependent on the weather. Steve also notes that one big area of focus during the economic reopening in the U.S. has been on casinos. In addition to physical casinos, Steve explains how the U.S. Supreme Court allowed online gambling a few years ago, so there are opportunities focusing on companies benefiting from this digital shift. Steve also discusses inflation, commodities and supply chains.
Recorded on October 21, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_dufour_21oct.pdf
The topic of inflation continues to dominate headlines and that’s the topic of today’s show. David Wolf, portfolio manager and former policy advisor to the Governor of the Bank of Canada, shares his outlook on inflation, monetary policy, and the investment implications for global asset allocation. David shares that protecting against inflation in a thoughtful way isn’t easy to do, and he believes that the current inflation situation is a lot less transitory than people think and the Central Bank may want. He also shares it’s global, and that Canada is not alone, noting the U.S. Federal Reserve’s decisions have more ripple effects globally. Host Pamela Ritchie poses the question what can the consumer handle right now and how should investors be thinking when it comes to savings in their bank accounts with rising inflation. David also explains the strategy behind the new Fidelity Inflation Focused Fund, launched in September. The fund aims to invest in securities collectively resilient to inflation, an optimized balance between various inflation-focused asset classes in a single strategy.
Recorded on October 20, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript-podcast-wolf-oct20.pdf
In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, co-hosts Étienne Joncas Bouchard and Himesh Patel sit down to recap notable trends and headlines in the Canadian ETF Industry for the third quarter of 2021. With the first nine months of the year behind us, the Canadian ETF industry has brought in a record $39B in net new assets (new calendar year record). Key topics of discussion today include the return of positive flows for fixed-income ETFs, continued growth for multi-asset ETFs, as well as a conversation on investment factor performance, and an outlook for the end of 2021.
Recorded on October 19, 2021.
Portfolio manager of Fidelity True North® Fund, Max Lemieux, joins us today for a discussion focusing on Canadian equities and where he is seeing opportunities as he looks ahead to 2022. We last heard from Max earlier this year, and host Pamela Ritchie gets Max’s thoughts on the recent market action, and adjustments he’s made to his portfolio. Some of those adjustments Max explains were removing some speculative positions and adding more quality and large cap names. Max reflects on the energy, financial and technology sectors in Canada, also sharing he typically likes to keep exposure to a single sector under 25% but is keeping an eye on financials specifically to move more tactically within that sector. When asked what has been a leading contributor to his success throughout 20 years of investing, Max believes it comes down to smart stock picking, and highlights the benefit of knowledge, experience, and the quality of Fidelity’s research team being extremely helpful.
Recorded on October 19, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_lemieux_19oct.pdf
Catherine Yeung, Investment Director at Fidelity International, joins FidelityConnects again today. Catherine, who is based in Hong Kong, weighs in on developments in China, unpacks recent regulatory and policy changes and offers her thoughts on what investors need to know about investing in this current environment. Catherine provides an update on COVID restrictions in Hong Kong, sharing she has been back in the office quite a bit, cases are low, but borders remain closed and quarantine restrictions remain strict. Catherine also discusses investing opportunities in Asia, and how investors in North America should view investing in China. Catherine shares that Fidelity China Fund manager Jing Ning’s style is to consider policy change. Catherine notes that China remains an investable space with an understanding of the policy cycle, not being swept up in the policy-news headwinds, as well as having access to companies in the country. Among other topics, Catherine discusses inflation, energy, geopolitics, the upcoming Beijing Olympics, as well as the Evergrande developments and property in China. Catherine notes that property remains the backbone of the Chinese economy.
Recorded on October 15, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_yeung_15oct.pdf
Jurrien Timmer, Director of Global Macro, joins us again today for his weekly look at the markets. Jurrien unpacks the story behind commodities having done well since March 2020, noting a similar story after the Spanish flu in the 1920’s. He also analyzes future expectations for inflation and U.S. Federal Reserve rate hikes. When debating if inflation is transitory or structural, Jurrien believes it’s a bit of both. Transitory because base effects wear off, cycle progresses, bottlenecks in supply chain become resolved. But also structural, with demographics as a structural driver of inflation. Jurrien shares people are quitting their jobs in the U.S. with the quit rate at 4.2 million in the U.S. People doing that because they think they can get a better job at a higher wage. Visit @TimmerFidelity on Twitter to follow along with Jurrien’s charts.
Recorded on October 18, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_timmer_18oct.pdf
David Wolf and David Tulk, portfolio managers on Fidelity’s Global Asset Allocation Team are featured today for an update on the investment approach behind the several funds managed by the GAA team, including the Fidelity Managed Portfolios suite. David Wolf explains that a mixture of a strategic benchmark, individual security selection, and active asset allocation have meaningfully added to performance of Fidelity Managed Portfolios in the past. David Tulk reflects on where we are in the economy, what they’re seeing from Central Banks in North America and globally, and some thoughts on currency. Inflation continues to be a big story, and David Wolf introduces the strategy behind the new Fidelity Inflation Focused Fund, launched in September. The fund aims to invest in securities collectively resilient to inflation, an optimized balance between various inflation-focused asset classes in a single strategy. David shares this includes commodity equites that tend to go up with commodity prices for example, as well as global real estate equities and inflation linked bonds, among others. Also, David Wolf will be back soon for an episode solely focusing on inflation.
Recorded on September 29, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_access2021_tulk_wolf.pdf
Denise Chisholm, Director of Quantitative Market Strategy is back for another instalment of her sector watch. A reoccurring series sharing Denises’s perspectives on sectors and factors making headlines. Denise begins today’s show looking at energy. She notes energy impacts every consumer and every producer. Additionally, Denise believes we may have a long runway to higher crude oil prices rising before investors reach a tipping point reacting to these higher prices. Denise also looks at oil and gas, and possible global risks and supply shortages. Host Pamela Ritchie also asks Denise about technology and that sector goes in a rising rate environment. They also discuss financials and capital markets, gold, using disruption in a portfolio, and the ever popular topic of inflation.
Recorded on October 14, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_chisholm_oct14.pdf
Fixed income portfolio manager Jeff Moore is back for his monthly perspectives on the fixed income environment. Jeff looks at impending tapering from the U.S. Federal Reserve, rate hikes and the yield curve. Jeff also comments that transitory inflation is now embedded in expectations, and he believes the Fed is keeping their eye on changing expectations. Jeff manages, co-manages, or manages the fixed income sleeve of many Fidelity Canada funds, and he shares with host Pamela Ritchie how he and his team have diversified as much as possible to benefit from the multi-sector environment. This includes looking at emerging markets for opportunities and staying aware of how U.S. rate hikes could effect emerging markets countries.
Recorded on October 13, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_moore_13oct.pdf
Today we shine a light on balancing income and risk in fixed income investing with Adam Kramer, portfolio manager, and Scott Mensi, institutional portfolio manager. Adam and Scott share that Fidelity Tactical High Income Fund offers a flexible mandate with a full spectrum of income producing asset classes, aiming to provide a consistent yield for investors, and a cushion during periods of market volatility. Adam believes it’s the markets tendency to misprice risk, which makes it beneficial to offer a broad range of asset classes in the fund. He explains if you’re in an asset class that has too much bad news, and that bad news doesn’t happen, that is where you make money, and that is where the fund is trying to be. In addition to their investment approach, Adam and Scott also share their current market perspectives, and outlook for 2022. Scott adds that it’s beneficial to maintain a long-term approach.
Recorded on September 29, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_access2021_kramer_mensi.pdf
Portfolio manager Mark Schmehl is back to discuss positive change investing, and how he uncovers opportunities in Canada, the U.S., and abroad. For Canadian investors, Mark runs Fidelity Canadian Growth Company Fund, Fidelity Special Situations Fund, and Fidelity Global Innovators Class. In speaking with host Pat Bolland, Mark shares how his portfolios are currently positioned, noting he is more heavily focused in companies that haven’t done that well and are starting to get better. Mark has repositioned with purchasing cheap resources and cyclicals, and reminds us he plays in the tails of the market, where things are changing the most. Mark comments he is paying attention to the software sector and the metaverse theme. He also shares his thoughts on biotech, electric vehicles, bitcoin and crypto, and the Fidelity research resources.
Recorded on September 29, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_access2021_schmehl.pdf
Director of Global Macro, Jurrien Timmer, reminds us the market only goes up 60% of the time, so having a strategy for the other 40% of the time is one of the most important things an investor can do. As he’s commented on in past shows, Jurrien also looks at inflation pressures, and actions by the U.S. Federal Reserve. Diving into earnings and P/E ratio, Jurrien shares we’re starting to see slowing earnings growth and no longer a P/E tailwind, with the market progressing from early-cycle expansion and into mid-cycle expansion. Jurrien also looks at energy, bitcoin, and host Pamela Ritchie poses an important question right now – could tensions in the Chinese markets spill out globally, and to what extent are these tensions affecting trade and supply chains? Head to @TimmerFidelity on Twitter to follow along with a few charts.
Recorded on October 12, 2021.
Tom Stevenson, Investment Director at Fidelity International, is back on the show for his global look at the markets. The current investment climate may feel uncertain to many investors with rising inflation, supply chain disruptions, and questions surrounding the pandemic’s ongoing impacts, as we head into the final months of 2021. Today, in speaking with host Pamela Ritchie, Tom addresses what’s on the minds of investors, including parallels to the 1970’s. Tom shares that in London, England, he’s seeing people lining up for gas, and supermarket shelves being empty of some products. Among other topics, Tom looks at the signs of inflation shifting throughout the year, how a balanced portfolio has performed over the last year and a half, and the differences in stock market performance in countries that reopened at different times.
Recorded on October 7, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_stevenson_oct7pdf
Portfolio manager of Fidelity Global Real Estate Fund, Steve Buller, joins us today to share his outlook for global real estate and where he is finding opportunities. Inflation is on everyone’s minds, and Steve notes that inflation can be good for real estate securities overall, but the potential for rising interest rates raise some doubts. Steve shares that office demand will be disrupted by remote work in the future as flexible scheduling will impact the need for office space going forward. Steve describes a war for talent happening, where employees are choosing companies that have flexible policies, and this is impacting how companies react. Steve also unpacks what this means for cities and downtown urban centres. Looking at Steve’s current positioning he shares he’s balancing the consistent long-term growers like logistics facilities and data centres, with the reopening trade such as hotels, gaming, retail, and assisted living. One shift Steve notes is the traditional malls in the past catered towards apparel shopping but now sees an increase in leisure activities. Also, with retail logistics, stores are leasing the same amount of space as before but with less space allocated to foot traffic and more for inventory and prepping online orders.
Recorded on October 7, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_buller_07oct.pdf
Portfolio managers Joel Tillinghast and Ramona Persaud join us to discuss using Fidelity’s resources and strength to uncover opportunities in value investing and dividend investing. For Canadian investors Joel manages Fidelity Global Intrinsic Value Class alongside Salim Hart, Fidelity NorthStar Fund alongside Dan Dupont and Kyle Weaver, and Fidelity Global Growth and Value Class alongside Will Danoff. Joel first joined Fidelity in 1986 and now serves as a mentor for the next generation of investors. Host Pat Bolland asks Ramona for her perspectives on the role Joel has played for her and others both in the office and during COVID’s work-from-home. Ramona is a dividend investor who has been with Fidelity since 2003. For Canadian investors she manages U.S. Dividend Fund in addition to several private pools, and sub-portfolio manager responsibilities on many multi-asset funds including Global Monthly Income Fund. Both Joel and Ramona share their investment approaches and principles, reflect on their current positioning, and share where they are finding opportunities. They also offer their perspectives on the current market environment, different sectors valuations, U.S politics affecting the markets, and the value vs. growth discussion.
Recorded on September 29, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_access2021_tillinghast_persaud.pdf
Portfolio managers Hugo Lavallée and Kris Atkinson join the show today to discuss Fidelity Climate Leadership suite of funds, which were launched earlier this year. The topic of the day is investing in the future. Hugo shares that climate change is very real and people are changing their day-to-day habits in response to climate change. The suite of Fidelity Climate Leadership Funds are apart of that with the funds being designed to reduce the risks and benefit from opportunities created by the global decarbonization trend. Hugo and Kris speak with host Pamela Ritchie about the research that goes into the funds, with Hugo commenting on equities and Kris on bonds. Kris notes he needs to ensure that the bonds they are selecting for the fund are in-fact having a positive impact on the climate. So leveraging Fidelity’s global research capabilities are important when making investment decisions.
Recorded on September 29, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_access2021_lavallee_atkinson.pdf
Portfolio manager Will Danoff joins the show today. For Canadian investors, Will manages Fidelity Insights Class, and also co-manages Fidelity Global Growth and Value Class with Joel Tillinghast. U.S. investors know Will as manager of Fidelity Contrafund since 1990. Will reflects on the current positioning of Fidelity Insights Class, which remains having a focus on technology names. Insights aims to invest in “best-of-breed” firms which Will believes will offer sustained, above average earnings growth. Will discusses how the market is up significantly off the March 2020 bottom, and corporate earnings are quite high. Will notes the market right now is not cheap, but it is not necessarily expensive. He shares that in speaking with CEOs he is seeing a lot of innovation and that there is a remarkable amount of entrepreneurial spirit out there. Will looks at inflation, the types of companies he stays away from, and shares his observations about his industry.
Recorded on October 5, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_danoff_oct5.pdf
Fidelity ETF strategists Étienne Joncas-Bouchard and Himesh Patel share a discussion with host Pamela Ritchie on equity ETFs, the various factors at play and how Fidelity All-in-One ETFs are positioned. Himesh explains that we haven’t seen inflation over the last few decades, and he thinks it will be one of the biggest themes we’ll continue talking about for many years. Étienne reflects on factors that perform well during times of inflation. He also discusses the Fidelity All-in-One ETFs and how they are positioned, noting that all-in-one, multi-asset solutions have been very in demand this year with momentum starting to build from a flows standpoint last year. Étienne and Himesh promote that a diversified approach can help combat market volatility. This is also reinforced by looking at the market action over the last few weeks and the growth vs. value fight that’s been happening for a while. For more from Étienne and Himesh, you can listen to their podcast “The Fidelity ETF Exchange”, posted monthly on this FidelityConnects channel.
Recorded on October 1, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_bouchard_patel_1oct.pdf
Fidelity ClearPath Portfolios automatically adjust their investment mix for your time horizon, making you less vulnerable to market swings as you approach your goal. The farther way from your goal, the more stocks your Portfolio will hold for growth. The closer you get to your goal, the more bonds and cash your Portfolio will hold to preserve gains and generate income. Bruno Crocco, Portfolio Manager, and Ruthann Pritchard, Institutional Portfolio Manager join the show today for a discussion on Fidelity’s ClearPath suite of products. Bruno and Ruthann discuss the investment thesis of the ClearPath funds, and the mechanics of the roll down strategy. Which Ruthann shares is a glidepath based approach with these portfolios become more diversified and conservative over time as they reach their target date. These funds use active management and Fidelity’s top managers as building blocks and today Bruno and Ruthann expand on how the funds are positioned currently, how they will combat inflation, and how the funds are supported by Fidelity’s global resources.
Recorded on September 30, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_crocco_pritchard_30sept.pdf
Jurrien Timmer, Director of Global Macro, joins us again for his regular look at the markets. Today, Jurrien and host Pamela Ritchie look at where we are in the markets and what trends Jurrien is seeing. Jurrien also comments on what the U.S. Federal Reserve is watching in the markets, and he’ll dive into unemployment numbers in the United States. Jurrien also looks at the Federal Reserve tapering, shares issuance, gives his insights on oil and gas, and looks at flows into money market funds, bonds, and equities. Head to @TimmerFidelity on Twitter to follow along with a few charts.
Recorded on October 4, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_timmer_04oct.pdf
Joining host Pamela Ritchie for a thorough discussion on the sectors and themes shaping 2022 and beyond is Denise Chisholm, Director of Quantitative Market Strategy, and Christopher Lee, Portfolio Manager. Denise explains why we have to understand what thematic investing is, to better understand the potential for disruption in the markets. Denise also shares what lessons have been learned from 2020, 2021, and throughout the past using historical probability. Chris introduces the new Fidelity Disruptors™ Class and Disruptive™ Automation Class, two global equity strategies which are designed to invest in innovative business models, emerging industries and technologies that the portfolio manager team believes have the potential to disrupt or displace incumbents over time. Chris also expands on the collaborative approach to idea generation for the funds. Denise and Chris also look at the theme of automation, how individual companies progress towards maintaining disruption is monitored and what are some of the quant determinants of a disruptive company.
Recorded on September 29, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_access2021_chisholm_lee.pdf
Portfolio manager Patrice Quirion is focused on finding growth at a reasonable price. This means looking for good companies that might have been overlooked. This approach results in Patrice building Fidelity Global Concentrated Equity Fund and International Concentrated Equity Fund with three categories - quality growth, quality defensive and quality cyclical. He believes most of his opportunities will come from quality cyclical stocks. Patrice reflects on the last 18 months since the March 2020 correction, sharing that markets have bounced back strongly, evaluations are moving up, earnings estimates reflect a better future, and large amounts of liquidity have been put into the system resulting in some parts of the market being more profitable. As someone who looks globally for opportunities, Patrice shares which geographic sectors are a current focus, including exposure to emerging markets. He’ll also speak to inflation and interest rates, ESG in his portfolio, and market reactions and psychology, among other topics.
Recorded on September 29, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_access2021_quirion.pdf
Dividends are focus today with portfolio manager Don Newman. Don explains his investment process to host Pat Bolland, noting he is trying find good companies at reasonable prices that will maintain and grow dividends over time. He also looks to leverage Fidelity’s research process in finding these companies. Don examines the current inflationary landscape, and shares what he is keeping an eye on from a macro perspective. Don also explains the differences between Fidelity Dividend Fund and Fidelity Dividend Plus Fund. Don will be appearing on our live public webcast series The Upside on Thursday October 21st. If you’d like to learn more about dividend investing and participate in a Q&A with Don, you can register at fidelity.ca > Investor Education > The Upside
Recorded on September 29, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_access2021_newman.pdf
Portfolio manager Sam Polyak joins host Pamela Ritchie for a discussion on emerging markets. For Canadian investors, Sam manages Fidelity Emerging Markets Fund, and takes a “growth at a reasonable price” approach. Sam shares that Brazil, India and Indonesia had a tough time with COVID but now has higher vaccination rates. Investment opportunities are being created by people in those countries staying at home less, traveling more, and spending more. Among other topics, Sam and Pamela also look at investing in China, which includes certain domestic companies performing well of late, and a current trend of premiumization in China. Sam notes that emerging markets are a good place for U.S. and Canadian investors to diversify grow at different speeds and cycles from developed countries.
Recorded on September 29, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_access2021_polyak.pdf
Jurrien Timmer, Director of Global Macro, is back for his regular look at global markets and macro developments. Today, Jurrien looks at recent movements in the market spurred by developments in China. He will also unpack the seasonal wobble that historically calls for a market peak in the first week of September before some volatility. Jurrien also discusses how much of an impact the U.S. presidential cycle may have on the markets, as well as looking at emerging markets, crypto, and tapering by the U.S. Fed. Follow along with Jurrien’s slides by visiting @TimmerFidelity on Twitter.
Recorded on September 27, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_timmer_27sept.pdf
The global consumer landscape has changed dramatically over the last year-and-a-half. Online shopping, grocery delivery, and streaming services, for instance, soared during the pandemic, but with many major economies now reopening, consumer trends are evolving as more people choose to spend their money on entertainment and leisure travel. Portfolio manager Aneta Wynimko discusses this new global consumer landscape, where consumer spending is taking place and how it is evolving as economies continue to reopen. Aneta manages Fidelity Global Consumer Industries Fund and joins us today from London, England. Aneta also looks at current trends in terms of values, lifestyles, preferences, and savings. She shares that the middle class in China has been growing and continuing to grow. Aneta also discusses the growing trend globally away from “fast fashion” instead with a focus on high quality clothing that can be owned longer or resold.
Recorded on September 24, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_wynimko_24sept.pdf
In the 22nd episode of the Fidelity ETF Exchange - powered by FidelityConnects, co-hosts Étienne Joncas Bouchard and Himesh Patel welcomed Rory Poole to the show. Rory is an Alternatives Strategist at Fidelity Investments Canada. In today’s discussion, our panel along with our guest, took the time to explore the different types of Alternative strategies that exist in the Canadian market place, what role they can play in a portfolio, as well as the potential for growth of Alternative strategies in the ETF space.
Recorded on September 23, 2021.
Portfolio manager Darren Lekkerkerker explains that in the Federal Reserve’s September meeting they increased their views on what inflation would be this year and next year. He expects we’ll continue to hear lots about supply chain problems and pressure on raw materials. For Canadian investors, Darren manages Fidelity North American Equity Class, and manages the equity subportfolio of Fidelity Canadian Balanced Fund, among other mandates. Looking at inflation, Darren poses two questions – what stocks can benefit from inflation? And do the high-quality stocks he owns have the pricing power to cover the costs of inflation? Also on today’s show, Darren and host Pamela Ritchie discuss digital infrastructures, mergers and acquisitions, gold, supply chains, and how software and information services companies currently have strong pricing power. Darren also co-manages Fidelity Global Natural Resources Fund and looks at some recent news surrounding natural gas.
Recorded on September 23, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_lekkerkerker_23sept.pdf
Fixed income portfolio manager Jeff Moore is back for his monthly look at the fixed income landscape. For Canadian investors, Jeff manages the Multi-Sector Bond Fund, Investment Grade Total Bond Fund, and several other mandates. Jeff shares that the August CPI (Consumer Price Index) report indicates cooling inflation. While this means that the U.S Federal Reserve probably won’t hike rakes imminently, many believe that a tapering could be announced in the near future. Jeff looks at global demographics, noting there is a headwind on GDP as the world population ages. He also speaks about current positioning for his funds.
Recorded on September 22, 2021.
From the state of the global vaccine distribution program to the outlook for the overall health care sector this fall, portfolio manager Alex Gold joins the show today, speaking to us from London, England. For Canadian investors, Alex manages Fidelity Global Health Care Fund, an equity fund that offers exposure to dynamic growth opportunities across the global health care sector. Alex shares regional and global opportunities he’s looking at for his fund, and promotes the benefits of being aided by global healthcare analysts who provide local insights. One area Alex is watching is how drug pricing in the U.S. has an impact on European companies that operate in the U.S., and also that a lot of healthcare businesses have exposure outside of the U.S. in countries such as China.
Recorded on September 17, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_gold_17sept.pdf
Today we welcome back Director of Global Macro, Jurrien Timmer. This global macro and markets update was recorded on Monday September 20th, a day that experienced some volatility in the markets. Jurrien dives into why Monday was volatile, and looks at what the major narrative is in the markets right now. Jurrien notes to host Pamela Ritchie the S&P 500 had tested it’s 50-day moving average several times over the past year and every time it survived it to make new highs. Monday September 20th was the first time in a year where it was below the 50-day moving average. Head to @TimmerFidelity on Twitter to follow along with a few charts.
Recorded on September 20, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_timmer_20sept.pdf
Our discussions surrounding the 2021 Canadian federal election continue with another Fidelity expert panel. Peter Bowen, VP of Tax and Retirement Research, Andrew Clee, VP of Product, and Ilan Kolet, Portfolio Manager on the Global Asset Allocation team discuss the election results with host Pamela Ritchie. The panel reflects on the tax and investment implications for Canadians overall, and specifically for financial advisors. The content in this episode is suited for a financial professional audience. Personal investors are encouraged to listen to the “Canada election: Insights and analysis for investors” episode.
Recorded on September 21, 2021.
Jeremy Podger, portfolio manager of Fidelity Global Fund, discusses his portfolio positioning and shares his regional outlooks amidst an uneven global recovery. Jeremy breaks his holdings into three categories - change, value and franchise - with different criteria and time horizon expectations applied to each category. Jeremy shares where he is currently finding opportunities around the world, noting he has been adding more names based in India of late. Jeremy speaks about the distortion in labour markets in both the U.S. and Europe, looks at slowing growth in China, discusses the developed world recovering faster than emerging markets, and shares his thoughts on financials, consumer staples, and health care.
Recorded on September 14, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_podger_14sept.pdf
News outlets projected another minority government late Monday night as voters dealt Liberal leader Justin Trudeau nearly the same hand of cards he had when the campaign began. Join Fidelity’s expert panel for a discussion about the potential tax and investment implications for investors following the Canadian election. Michelle Munro, Director of Tax and Retirement Research, Nicolas Bellemare, Equity Research Analyst, and Reetu Kumra, Equity Research Analyst, join host Jason Stahl to unpack the election results, share what to look out for in the markets, and look at important platform points including housing, climate change, and vaccination rates.
Recorded on September 21, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_munro_bellemare_kumra_21sept.pdf
Fidelity experts share an interactive panel discussion on equity research findings and investment opportunities across leading sectors. Director of research and portfolio manager Joe Overdevest joins the show today, along Nicolas Bellemare and Reetu Kumra, equity research analysts. The panel discusses a wide array of topics, including housing and commercial real estate, financials, insurance, commodities and tech. Joe shares insights into Fidelity’s research capabilities, and the sheer amount of company access and research available to the team of portfolio managers and research analysts. The panel also unpacks about how potential outcomes to the Canadian Federal Election may affect banks.
Recorded on September 16, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_analyst_panel_16sept.pdf
Fixed-income portfolio manager Sri Tella shares his perspectives on the Canadian economy, and unpacks the big inflation debate in the markets right now. For Canadian investors, Sri has portfolio manager or subportfolio manager responsibilities on 12 Fidelity Canada mutual funds, ETFs and private pools. Today, Sri looks at the upcoming Canadian federal election. Sri also comments on housing and Canada’s debt levels, among other topics. Sri explains how the bond markets may be affected by the Bank of Canada keeping it’s key interest rate target and the U.S. Federal Reserve planning to dial back it’s ultra-low rate policies.
Recorded on September 16, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_tella_16sept.pdf
Portfolio manager Steve MacMillan shares that he is currently focusing on business that are gaining market share, and have secular growth to them. He’s not necessarily looking for businesses that need a strong economy to grow, but rather ones that can do well regardless of what the economy is doing. Steve manages Fidelity Small Cap America Fund and American Equity Fund. Steve also co-manages Fidelity CanAm Opportunities Class with Mark Schmehl. Steve believes that U.S. equities offer a complement to Canadians. Also that the technology and consumer sectors are larger in the U.S. than in Canada, while the energy and financials sectors are smaller parts on the U.S. market compared to Canada.
Recorded on September 15, 2021.
Bobby Barnes, Head of Quant Index Solutions, looks at which factors are in focus as we enter the fourth quarter of 2021, also with an eye on next year. Bobby shares that over the next few months he sees opportunities for early cycle dynamics - pro-cyclical industries and factors that do well when the economy is reaccelerating. For next year, at this point Bobby sees policy easing, noting as the business cycle moves into mid-cycle, the Fed doesn’t need to provide the same amount of stimulus. Bobby also looks at the trajectory for growth stocks, interest rates, and speaks about how this is a unique environment to invest in dividends.
Recorded on September 10, 2021.
Sector strategist Denise Chisholm shares her insights into the economic outlook for the rest of the year and touches on the disconnect between valuations and earnings. Denise shares what she thinks about the valuations of stocks at the moment. She points out valuations are down 40 percent from the peak in 2009 and down 10 to 15 percent year over year. She says valuations shouldn’t be a critical driver for investors because historical data shows, more likely than not, that earnings are not always right. Other topics she tackles, the Federal reserve reducing bond purchases, what sectors she is keeping an eye on, and CPI and inflation expectations.
Recorded on September 13, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_chisholm_13sept.pdf
Nicole Connolly manages the Women’s Leadership Fund and discusses how investing in companies that prioritize and advance women's leadership and development could potentially offer investors strong risk adjusted returns. Nicole says the interest in ESG is changing and that we just experienced a record flow year of $50 billion into the space just last year. Demographic tailwinds are pushing the movement of "investing for impact." Nicole also discusses the impact of climate investing, how Fidelity gauges company viability and other ESG-friendly trends.
Recorded on September 8, 2021
On today’s episode, we welcome Peter Bowen, VP Tax and Retirement Research and Andrew Clee, VP of Product, for a panel discussion on the tax and investment implications of the 2021 Canadian federal election. From rising inflation to housing costs and other economic issues, Peter and Andrew lay out the platforms of the different parties and what it could mean for investors. The panelists expand on possible outcomes of the election, what it could mean for future spending, what sectors could be affected, and how it could change various tax issues and rules. Recorded on September 9, 2021.
On this episode of the Upside, we speak to Global Consumer investor Aneta Wynimko. Aneta manages the Fidelity Global Consumer Industries Fund for Canadian investors and globally, she manages a similar fund and demographics fund. She adds that she invests in different parts of the world with a big emphasis on the U.S. and Chinese market. Aneta is focused not only on consumer goods and services, but also intellectual property, brands, and pricing power. Aneta speaks to host Emily Anonuevo about the changing consumer landscape since the beginning of the pandemic until now. For example, the US consumer is more open and unrestricted whereas the European consumer behaves a little more cautiously. Aneta points out consumers now are more concerned with quality products rather than fast fashion and that younger consumers are committed to sustainability and “greener” products than ever before.
Recorded on September 8, 2021.
Director of Global Macro, Jurrien Timmer, shares his insights on what investors expect to see in the markets as we step into the Fall months. He says the fall season is usually quite busy with people on the road, conferences taking place and schools reopening, but that all is changing now. Jurrien comments on the large cap growth and how it seems to be resuming its leadership in the market due to mega-trends like demographics, and aging baby boomers. He says it has become the cash flow machine that bonds use to be, but aren't any longer. Jurrien also discusses the reflation trade and where he thinks it will go from here. He explains it's on remission, on hold of sorts. But he believes there will be another version on its way once the Delta Variant wave subsides. He says it's clear the market believes the that spike in inflation is transitory. Recorded on September 7, 2021.
A decline in unemployment benefits in the U.S., upcoming job reports and movement in the job market overall is the basis of Sector Strategist Denise Chisholm’s discussion this week on FidelityConnects. Denise offers her insights and discusses her assessment of capital expenditure performance and their effects on value stocks. She also touches upon the resurgence of COVID-19 numbers, the on-going issue of inflation, and what other factors could hit the economy if we were to come across vulnerable moments in the markets in the weeks and months ahead. Recorded on September 2, 2021.
In the 21st episode of the Fidelity ETF Exchange - powered by FidelityConnects, co-hosts Étienne Joncas Bouchard and Himesh Patel welcome back Cameron Chamberlain to the show. Cameron is a Portfolio Strategist at Fidelity Investments Canada. Today’s discussion is centered around what are the main factors that impact risk and return for an equity portfolio. Some of the key topics discussed include the notable home bias for Canadian investors and how to diversify from a geographic and sector standpoint, the impact of investment styles as well as the effect of ESG from a risk standpoint.
Recorded on September 1, 2021
Institutional Portfolio Manager Scott Mensi breaks down the opportunities in high income markets amidst potential rising inflation and provides his thoughts on where investors could find opportunities in the second half of 2021. US leveraged loan assurance climbed 60 percent in the first half of 2021, Scott explains what factors are driving this recent performance, and what trends are expected to shape the loan and high yield markets. In addition, he describes what fixed income opportunities are there for investors following the Jackson Hole Summit. Scott also talks about the role of the CLOs market, or collateralized loan obligations, within the loan market right now and how it could fit into one's portfolio.
Recorded on August 31, 2021
Jurrien Timmer, Director of Global Macro, unpacks the recent U.S. Federal Reserve Jackson Hole Symposium. Jurrien notes that the U.S. Federal Reserve has an eye on starting to raise rates, but are currently buying billions in bonds. Since they can't raise rates while buying bonds, they'll have to taper to zero purchases before raising rates. Jurrien also looks at how the fourth wave of COVID-19 is not impacting the U.S. economic reopening as much as past waves. Jurrien also touches on value vs. growth, gold, and what investors should be looking for when making decisions throughout the rest of 2021. Recorded on August 31, 2021.
Institutional Portfolio Manager for Fidelity’s Global Asset Allocation team, Ilan Kolet, discusses the recent Jackson Hole Symposium and where the GAA stands on the positioning of its funds. The annual symposium brought to light the rising concern of inflation and the tapering process that is set to begin by year end. Ilan said from the meeting, the GAA team is thinking about three main issues: the timing around the removal of stimulus, the rising interest of inflation, and the labour market. Ilan also discusses the level of inflation that would disrupt the equity markets and the differences and the similarities between the US Federal Reserve strategies and the Bank of Canada.
Recorded on August 30, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_kolet_30aug.pdf
ETF strategist Himesh Patel shares his insights on the rise behind inflation, what might work well in a rising inflationary environment, and if inflation is temporary or here to stay. He says inflation is the number one thing on investors minds right now and will be a major topic on hand at the Jackson Hole Symposium, which takes place at the end of August. But he also stresses that it is difficult to really know if inflation will be transitory or persistent. At this juncture, his view is that we will see higher levels of inflation over the next few quarters. Himesh also shares his latest research findings and speaks to how Fidelity's all-in-one ETFs are uniquely positioned in today's market environment.
Recorded on August 27, 2021.
Naveed Rahman, institutional portfolio manager, shares his outlook on the global markets, and discusses fund positioning of Fidelity Global Intrinsic Value Class. The fund is managed by legendary investor Joel Tillinghast, and Naveed shares they’ve added more traditional banks, financials, and some consumer credit names to the fund. Naveed also discusses the Jack Hole Symposium, tapering, inflation, and the potential implications on the markets as concerns of the Delta variant spread. Naveed notes employment numbers are strong. Reports month-after-month show a tick up in consumer prices, which all indicate that the U.S. will reduce monetary support at some point.
Recorded on August 26, 2021.
On this episode of the Upside, we speak to two Fidelity experts - Andrew Clee, Vice-President of Product and Vivian Hsu, Director, ETFs and Alternatives. Today's topic revolves around three core things investors should know about ETFs and Mutual Funds. They also touch on trends and performance in today’s current market and what the investment landscape could look like for ETFs in the second half of 2021. Andrew and Vivian discuss the record-breaking year ETFs have had so far, and Andrew credits it to the significant emergence of balanced ETFs or all-in-one ETFs. Vivian says in addition to balanced ETFs, Canadian equities have done well in this asset class. It actually has outperformed US equites which usually tends to be the leader in this category. They both explain in the weeks and months ahead, investors should focus on diversifying their portfolios. Andrew says knowing what your investment horizon is and your risk tolerance are key. Vivian adds seeking the guidance of a financial advisor will help keep your investment goals on track.
Recorded on August 26, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript-podcast-upside-clee-hsu-26aug2021.pdf
Our Fidelity expert panel reflects on the current market environment, and provides an in-depth analysis of the energy and materials sectors. Director of research and portfolio manager Joe Overdevest leads the discussion, along with equity research analysts Brendan Cochrane and Thomas Goldthorpe. Traditional energy - or oil - is continuing to lead the way and making some significant strides as of late. So what's driving this recent rally and how can investors take advantage of the opportunities in this sector? Thomas speaks to ESG and the oil sands. He says the five largest oil sands producers in Canada have formed a coalition to develop and implement a new technology that is supportive of ESG. And with this technology, if net zero emissions levels are reached, this will allow for them to become ESG winners in the future. Even though the energy sector is experiencing positive runs as of late, Joe explains we are seeing supply side constraints on the commodities side in many areas. Brendan says lumber and copper are two materials to keep an eye on. He adds keeping an eye on China will reflect on how well copper will do in the future.
Recorded on August 25, 2021.
Ahead of the Jackson Hole Economic Symposium at the end of August, Director of Global Macro Jurrien Timmer, discusses why some commodities are back on fire, if the Federal Reserve will start tapering, and what tapering could mean for the US dollar and gold. Jurrien is bullish on gold, but is surprised it hasn’t done better with many opportunities to rally. It makes you wonder, he says, if it’s a sign the market is suppose to be doing something and if it’s not, then why? He says it could be because of the state of the dollar or the rise of Bitcoin. He says if Bitcoin hits an equilibrium, then gold might be rediscovered. All eyes will be on the Fed’s next moves. In terms of potential tapering, Jurrien says the Fed has to look at all financial conditions including the stock market, credit spreads and interest rates. Right now, financial conditions are the easiest they’ve been, but if the Fed starts to taper and for some reason the system can’t handle it, and financial conditions begin to tighten the Fed will have to pull back. It really doesn’t have a choice. Recorded on August 23, 2021.
In today's episode, fixed-income portfolio manager Jeff Moore discusses fund positioning and shares his thoughts on the upcoming Jackson Hole Symposium. Jeff manages Fidelity Multi-Sector Bond Fund, Investment Grade Total Bond Fund, and several other mandates. Jeff says he and his team do not expect anything specific on quantitative easing and raising rates at the Jackson Hole meeting. Jeff also shares his thoughts on demographics and what's influencing the markets. He notes that the population of Japan, Italy, and Russia is in decline and that the U.S. and Canada are likely to add 100% more sixty-year-olds in the next ten years. Sixty-year-olds are savers, so they are likely to demand more bonds, more rates, or more dividends. Jeff also discusses fund positioning across his various fixed-income funds.
Recorded on August 18, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript-podcast-moore-fixed-income-monthly-18-aug.pdf
Charlie Hebard and Michael Kim from the portfolio manager team behind Fidelity Long-Term Leaders Fund are today’s guests. As economies continue to reopen, Charlie and Michael unpack how the portfolio is positioned into the second half of 2021. Charlie expands on what makes a long-term leader, noting the fund focuses on what they think a company will be capable of earning over the next 3 – 5 years. They look at the strength of a companies competitive positioning and build a portfolio of companies that can grow over numerous cycles regardless of macro factors. Michael shares that as a quantitative portfolio manager, a systematic approach to portfolio construction is taken. The team aims to find names that show short-term weakness with long-term potential. The quant approach aims to deliver repeatable results and minimize behavioural biases. Other topics discussed include inflation, commodities, and emerging markets investing, and note the research resources behind the fund that expand to Fidelity’s global equity research team across the world.
Recorded on August 20, 2021.
July's Federal Reserve meeting minutes revealed plans to start tapering before the end of this year which raised concerns over persistent COVID-19 variants impacting global growth. Sector Strategist, Denise Chisholm, discusses what this means for the economic recovery. Denise notes that the Delta variant may have less of an impact than investors think. Denise says there are higher income levels and higher growth in this cycle. She notes that historically companies will invest to the extent that there is growth. Denise also discusses investor sentiment noting that investors are back in the bottom quartile levels, which has been a result of the delta variant news. Sentiment tends to correct relatively quickly and there is not as much correlation to consumer sentiment and spending.
Recorded on August 19, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript-podcast-chisholm-sector-watch-19aug.pdf
Markets continue to experience new highs, but investors know market ups and downs are regular. Investment Director Tom Stevenson joins host Emily Anonuevo to discuss key asset classes and potential areas of opportunity for investors. Tom shares that there's been a bit of a swing back to the defensive types of companies and the reliable things like utilities and consumer staples companies. Tom notes that investors should be thinking about the long-term rather than the market ups and downs. He also says he is positive about the markets as the economy and corporate earnings have been recovering, and valuations are reasonably high. Tom also shares his thought on Bitcoin and what it means from an ESG perspective. He says there has been a lot of renewed interest in bitcoin in the last few weeks and that Bitcoin mining is a much cleaner production than before.
Recorded on August 18, 2021.
Hong Kong-based Investment Director, Catherine Yeung, discusses opportunities for investors across Asian equity markets amidst uncertainty about COVID-19 variants. Catherine notes that there are opportunities for investors trying to look for correlation in the tech regulatory framework. Catherine believes that the areas we should be looking at moving forward are security, autonomy, and fairness. She says security should be an area of focus regarding the security of data and how data is being used. She describes autonomy in terms of the dual circulation policy and fairness in terms of ensuring that there is no monopoly or duopoly power. Catherine notes that investing in China is about understanding the fundamentals, the policy direction, and implementation.
Recorded on August 17, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript-podcast-yeung-asia-econ-recovery-17aug.pdf
A 700% increase in new COVID-19 cases in the U.S. increases concerns of possible new restrictions and lockdowns. Jurrien Timmer, Director of Global Macro, shares his thoughts on how a fourth wave could affect the U.S. economy and the market implications of this. Jurrien says the U.S. is one of the most open economies. The states with the highest number of new cases generally have the lowest vaccination rates, but are increasing their vaccinations at the highest rates. Jurrien believes the second act of the value or reflation trade will likely happen when the fourth wave reverses and momentum indicators start to pick up again. He also shares his thoughts on financials and technology in the reflation trade. Jurrien says he has learned that even with the rotation into value, one can see how strongly large-cap tech has returned.
Recorded on August 16, 2021.
The reopening story from an investment perspective is different in many parts of the world. Portfolio manager Jed Weiss provides insights on a rather uneven international recovery and where he is seeing opportunities. Jed manages the Fidelity International Growth Fund. He says that Covid has been disruptive for several industries, but disruption can lead to investment opportunities. He adds that he's finding opportunities in travel software, commercial catering, and aerospace, noting that aerospace companies have been given the opportunity to cut costs in the market. Jed also notes that he sees investment opportunities in both China and more developed economies. He believes that once the recent regulatory initiatives have been solved, the big tech platforms in China are likely to be the dominant players in the future. Jed also discusses various opportunities in the health care sector. He says blood-plasma based drugs are part of an oligopoly with significant barriers to entry.
Recorded on August 13, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_weiss_13aug.pdf
The recent Intergovernmental Panel on Climate Change (IPCC) study showed that we are ten years ahead of the 1.5-degree Celsius temperature increase. Portfolio manager Kris Atkinson joins us to explore how investors can help combat climate change through fixed income investing. Kris manages Fidelity Climate Leadership Bond Fund alongside Sajiv Vaid. Kris says he is looking for companies that are adjusting their business models to reflect the carbon transition risk but also incorporate the physical risks. He notes that it is important to consider the physical and transition risks of climate change in all investment decisions. Kris shares that he has two investment buckets. These are companies that have already done something to aggressively decarbonize, and companies from carbon sectors that have a strong strategy to change. Additionally, Kris discusses strategies he would use if inflation persisted, noting that he would invest in companies that can benefit from inflation.
Recorded on August 12, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_atkinson-fi-focus_climate-08-12.pdf
Recent U.S. consumer inflation data ease concerns around the unwinding of stimulus, as the data was softer than expected. Portfolio manager John Roth joins us to put this data into perspective and discuss what he sees in the markets. John says earnings were 15% higher than expected in the most recent earnings season. He notes that financials, materials, and energy have been the strongest sectors, but he believes their growth rates will decrease. John comments on the positioning of his fund, Fidelity U.S. All Cap Fund. He says he tends to be more overweight mid-cap and small-cap relative to the S&P 500. John also discusses mining, electric vehicles, and the energy sector. He notes that with mining, you want exposure to copper and that there are environmental pressures on where to mine.
Recorded on August 11, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_roth_us_opps_across_mkt_caps_08112021.pdf
Equity markets are doing better with value in cyclicals outperforming growth at the moment, but the Delta Variant could cause a major shake-up in the markets. Darren Lekkerkerker, portfolio manager, joins host Emily Anonuevo to discuss North American equities and what investors can expect in the coming months. Darren manages Fidelity North American Equity Class, and manages the equity subportfolio of Fidelity Canadian Balanced Fund, among other mandates. Darren shares his thoughts on the reopening, noting that the general reopening trade is done, and many people are focused on stock picking. He says he is finding opportunities in apparel retail, real estate retail, software, railways, and agriculture. Additionally, Darren comments on the benefits of financial advice and staying focused on the long-term. He adds financial advisors can help avoid financial and wealth management mistakes.
Recorded on August 12, 2021.
David Way, Portfolio manager of Fidelity Long/Short Alternative Fund, provides an update on the fund's performance and shares his thoughts on a variety of topics. David is very optimistic about the future as the fund has a beta between 0.8 to 1. He invests 130% on the long side and 30 to 40% on the short side. He says that he can short and buy back at a lower rate in areas where he is more pessimistic. David notes many companies have been able to reduce discretionary expenses due to many employees working from home, allowing them to increase their profit margin. He says these companies are delivering great performances because expenses are lower. David also discusses areas in which he is finding opportunities noting that tech is a unique sector and that they are stay-at-home winners. He adds that he has shifted his focus away from tech to other sectors such as industrials.
Recorded on August 10, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript-podcast-way-long-short-n-am-open-10aug2021.pdf
Portfolio manager David Tulk joins us to discuss the economic implications of new variants, issues in emerging markets, and the impacts of rising inflation on global asset allocation. As a member of the Global Asset Allocation team, David manages many global mandates, including Fidelity Global Balanced Portfolio, Fidelity Global Income Portfolio, and Fidelity Global Growth Portfolio. The Delta variant continues to have more of an impact on the Emerging Markets regions that are less vaccinated. The variant is limiting economic growth from both policy perspective as well as hesitation of individuals to embrace real life again. David notes that inflation is a challenge as it negatively impacts stocks and bonds beyond a certain threshold. He says elements of inflation being both transitory and permanent will persist, and it won't be clear one way or the other. David urges investors to hold gold on the equities side of the portfolio and maintain government-protected securities on the bond side of the portfolio to protect against inflation.
Recorded on August 9, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript-podcast-tulk-gaa-outlook-9aug2021.pdf
In today's episode, Sector Strategist, Denise Chisholm, joins host Pamela Ritchie to discuss the Fed's next move and what it might mean for various sectors. The market is concerned that the Fed will control the cycle, but history suggests otherwise. Denise believes that even though the Fed might not be correct right now, they will be correct eventually. Denise notes that in 2013, the market equated tapering to a Fed rate hike; this was not the case. She says this time, the market should understand that tapering is very different from a federal hike cycle. Additionally, Denise discusses stagflation noting that recessions begin when consumers think they would not have enough money next year. She says investors should look at confidence levels in the market, wage expectations, and consumer inflation expectations to predict recessions. Denise also adds that the energy sector and oil are interesting markets, noting that oil has its own supply and demand fundamentals.
Recorded on August 6, 2021.
Fidelity ETF Strategist Étienne Joncas-Bouchard joins us on today's program to discuss what the future may hold for different ETF factors like growth, value, momentum, and others. Etienne discusses the rotation from growth to value, and looks at whether we are in early or mid-cycle. Etienne notes that one of the best ways to gauge when someone should be making moves to rotate is looking at the price to earnings premium and discount on a percentile basis relative to the benchmark. Etienne also discusses Fidelity's All-in-One ETFs, how they're positioned, and shares that the All-in-One ETFs that were launched in January are built to be diversified for all weather conditions. Etienne also discusses the multi-sector approach to mitigate some of the risks of extended higher inflation associated with the All-In-One ETFs.
Recorded on August 5, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript-podcast-bouchard-factors-in-focus.pdf
Dividend payments are up, and many companies that typically didn’t provide high dividend payouts are looking more attractive. Portfolio manager Ramona Persaud discusses dividend investing and areas of opportunity that investors should be aware of with host Emily Anonuevo. Ramona manages Fidelity U.S. Dividend Fund, Fidelity U.S. Dividend Private Pool, and several other mandates. Ramona shares some specific strategies behind Fidelity U.S. Dividend Fund. She says that her strategies are designed to achieve three goals: investment return, capital protection, and cash flow from the return stream. Additionally, Ramona says dividend investing acts as a volatility dampener as dividends are more predictable, stable, and consistent than price return. Ramona follows a wide range of market sectors, noting that valuations in the UK or Continental Europe and parts of Asia are interesting. She also notes that she owns travel stocks like airports in Asia and Europe.
Recorded on August 5, 2021.
The topic of rising inflation continues to dominate headlines as June's Consumer Price Index report recorded the largest year-over-year increase in over 13 years. On today’s podcast, host Pamela Ritchie is joined by Portfolio Manager David Tulk and Institutional Portfolio manager Ilan Kolet from Fidelity's Global Asset Allocation Team. David and Ilan discuss inflation and how investors can best protect their assets in an uncertain inflationary environment. David notes that purchasing assets that have a hedge against inflation risk can counteract liabilities that have some link to inflation. Ilan says that certain inflationary data will fall out at various points in time as they are temporary. He believes that increases in airfares and car rental prices, supply chain disruptions, and the labour market and service inflation will fade as we emerge from the pandemic. Ilan and David also discuss whether it is best to hedge for inflation or outperform it, noting that the asset classes that best hedge unexpected changes to the inflation rate are commodities, gold, oil, natural resource producing stocks.
Recorded on August 4, 2021.
UK-based Investment Director Tom Stevenson provides his views on the trends in the global markets and the areas of opportunity across different sectors. Tom says the services sector Purchasing Managers’ Index (PMI) has been the best in 15 years. It measured at a 60, where 50 is the median line. Tom discusses strong earnings and the increase in dividend payments. He notes that sectors that are out of favour can be the ones with the best dividend rates, not necessarily ESG friendly sectors. Tom believes that people would enjoy these dividends but will steer towards renewables over the long term. Tom shares that for UK investors, there is an argument for investing domestically than in China. He says growth in the UK is cheaper, and government policy is more predictable. However, the challenge may be navigating Brexit. Tom also adds that there are two factors to consider regarding commodities: demand and supply. He notes that there is favourable balance for investors, but not so much consumers.
Recorded on August 4, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript-podcast-stevenson-live-from-london-08-04.pdf
Many countries worldwide have doled out billions of dollars in financial aid and stimulus to keep the economy afloat. Director of Global Macro, Jurrien Timmer, discusses possible scenarios that may occur as U.S. national debt is projected to increase. Jurrien says the Fed is forced into buying more and more debt to keep interest rates low, especially if those interest rates want to rise because of inflation. He notes that there may likely be a lot of supply coming in soon because of the American Jobs Act. This may lead to a trillion dollars of debt every year. Thus, the Fed would have to buy half of that debt and then in addition to that, buy some of the additional stock. Jurrien also adds although China owns a large portion of U.S. debt, he is unconcerned because the U.S. buys Chinese goods, and the proceeds are invested in U.S. treasuries. Follow along with Jurrien’s charts on Twitter: @TimmerFidelity. Recorded on August 3, 2021
Concerns about inflation, new variants, and a possible market correction loom over investors' optimism for the reopening. Fixed income portfolio manager, Sri Tella, joins us to discuss his outlook on the Canadian economy and the current positioning of the various funds he manages. For Canadian investors, Sri has portfolio manager or subportfolio manager responsibilities on 12 Fidelity Canada mutual funds, ETFs, and private pools – including Fidelity Canadian Bond Fund, Tactical Fixed Income Fund, and Canadian Balanced Fund. Sri believes that Canada is on pretty good footing as vaccination rates are high and there is growth in the global economy, which bodes well for Canada as it relies on exports. He notes that he is constructive on provincial bonds and thinks they look attractive from a valuation perspective. Additionally, Sri shares that in terms of positioning, he continues to like short corporate bonds and even lower quality bonds because the prospects for any defaults are extremely low. Sri also comments on housing in Canada and shares his thoughts on the Canadian dollar.
Recorded on July 28, 2021.
Institutional portfolio manager Tom Rollins discusses some events taking place in the second half of the year and provides an update on Fidelity U.S. Growth Opportunities Class, managed by Kyle Weaver. Tom says the release of second-quarter earnings will give investors insight into how companies are performing and what their expectations are for the rest of the year. He also finds it interesting to see how the market reacts to these reports. Tom notes that his team has been less bullish towards the Chinese tech market within the past year due to the regulatory environment and increased competition. He also goes over the three buckets that his team uses: aggressive growth, strong long-term growth, and slower top-line growth in more mature industries. Aggressive growth stocks are strong performers at the beginning of the cycle, long-term growers are established companies that continue to grow, and slow growth stocks are under-appreciated stocks. Additionally, Tom notes that to ensure the portfolio remains safe but still has access to growth, the team uses a combination of all three buckets in the portfolio.
Recorded on July 27, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_rollins_27july.pdf
All eyes are on central banks as investors eagerly await their policy response to different types of inflation. Institutional Portfolio Manager, Naveed Rahman, shares his thoughts on inflation and discusses some potential opportunities in the market. Naveed works alongside portfolio managers Joel Tillinghast and Salim Hart on Fidelity Global Intrinsic Value Class. Naveed believes that on the one hand, if inflation were to come to pass, cheaper companies' value stocks would all benefit disproportionately because large companies can pass through rising input costs. On the other hand, he is unsure if inflation is real as we may simply be seeing a year-over-year comparison that is very flattering for inflation. Naveed also shares his thoughts on wage inflation, noting that employees have a little more bargaining power as the pandemic has made them more flexible to work for different employees. Additionally, Naveed shares that he and his team are overweight financials, consumer credit stocks, and bank stocks as they are inexpensive relative to the market. Recorded on July 28, 2021
Following the recent dramatic one-day selloff, many investors are concerned about the possibility of a large market correction. Jurrien Timmer, Director of Global Macro, joins us to discuss the recent style rotation and possible counter-rotation, and his thoughts on the monetary policy and inflation debate. While the market is relatively calm, things are still moving quickly as the S&P 500 keeps climbing to new all-time highs each week. Jurrien sees lots of movement through the style boxes. He says value and small caps lead in the early cycle phase, but now that we’re in the earnings phase, growth has taken the lead. Jurrien believes that rates should be higher, but the Fed has kept rates lower. With higher rates, growth should be depleting, and value should outperform, but we see the opposite. Jurrien also believes that inflation will be transitory and that the rate of change will decrease, but the question is how much it will actually decrease. Follow along with Jurrien’s charts on Twitter: @TimmerFidelity.
Recorded on July 26, 2021.
Eileen Dibb, portfolio manager of Fidelity AsiaStar® Fund and Fidelity Japan Fund, shares her insights on the Asia Pacific region and discusses how she is positioned. Now that things look a bit more normal, especially with the progressive vaccination rollout in Canada and the U.S., Eileen’s focus is on looking for balance. In contrast, Eileen says most Asian countries are in need of vaccines. However, she notes that the focus is not only on the vaccination program but also on reopening economies and other criteria such as border controls. Eileen shares that she has been investing in many Japanese companies that are household names, consistently reinventing themselves, and have exposure to the U.S. and global aspects of trade. She also mentions that she is more skewed toward developed markets in Asia and tends to be overweight in a few North Asian countries.
Recorded on July 23, 2021.
Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript-podcast-dibb-23-july-2021.pdf