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.