FidelityConnects

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.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-persaud-dec19-22.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.

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.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-joncas-bouchard-dec16-22.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.

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.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-chisholm-dec15-22.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.

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.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-Mintz-Cross-Dec13-22.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.

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.