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.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fourth year 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.