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.

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

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

For a fourth year 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