FidelityConnects

Diversify with U.S. small and mid-caps – Steve MacMillan, Connor MacGrath, and Christian Ghezzi


Listen Later

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.

...more
View all episodesView all episodes
Download on the App Store

FidelityConnectsBy Fidelity Canada

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

8 ratings


More shows like FidelityConnects

View all
Investing Insights by Morningstar

Investing Insights

515 Listeners

Masters in Business by Bloomberg

Masters in Business

2,173 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

932 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

284 Listeners

Market Insights by Fidelity Investments

Market Insights

52 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,012 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,109 Listeners

Value Investing with Legends by Columbia Business School

Value Investing with Legends

208 Listeners

The Long View by Morningstar

The Long View

896 Listeners

RenMac by Jeff deGraaf, Neil Dutta, & Stephen Pavlick

RenMac

75 Listeners

Excess Returns by Excess Returns

Excess Returns

81 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,549 Listeners

Ask The Compound by The Compound

Ask The Compound

317 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

351 Listeners

Long Term Investing - With Baskin Wealth Management by Barry Schwartz

Long Term Investing - With Baskin Wealth Management

6 Listeners