FidelityConnects

On today’s podcast we’re bringing you insights from 3 reoccurring guests – portfolio managers David Wolf and David Tulk, with institutional portfolio manager Ilan Kolet. David, David and Ilan actually met years ago while working at the Bank of Canada. Together today they manage $80 billion for Canadian investors, while the overarching Global Asset Allocation team they are apart of manages $200 billion of assets. Today they join host Pat Bolland to share who they are and what they manage. Additionally they’ll unpack inflation and the possibility of a recession, among other topics. This discussion was recorded in front of a live audience at a recent event for financial advisors, with the panel fielding questions from the audience, and also displaying a few slides.

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.

Portfolio manager Steve MacMillan is today’s guest. Steve sits down with host Pat Bolland, for a discussion recorded in front of a live audience at our December Focus2022 event for financial advisors. Steve joined Fidelity in 2008, and for Canadian investors, Steve manages Fidelity Small Cap America Fund and Fidelity American Equity Fund. He also co-manages Fidelity CanAm Opportunities Class alongside Mark Schmehl. Recently Steve was appointed Director of Research for U.S. equities, responsible for leading Fidelity’s Toronto-based U.S. equity research team. Steve will provide an update on his portfolios today as well as sharing his thoughts on secular trends, how he maintains low portfolio turnover, growth vs. value, and large vs. small cap performance, 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.

Today’s podcast dives into the topic of fixed income investing and Fidelity’s multi-sector funds, with portfolio managers Jeff Moore and Michael Plage. Jeff has been managing portfolios for Fidelity since 2000, and Michael has been with Fidelity since 2005. They now co-manage a number of strategies together including Fidelity Tactical Credit Fund, Fidelity Global Core Plus Bond ETF, and Fidelity Multi-Sector Bond Fund, to name just a few. Today they speak with host Pat Bolland for a discussion recorded in front of a live audience at our December Focus2022 event for financial advisors. Jeff and Michael unpack today’s challenging fixed income environment, including where they are seeing opportunities, and how central bank moves may impact the bond market.

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.

On today’s podcast, we’re featuring portfolio manager Don Newman, bringing you a discussion recorded in front of a live audience at our December Focus2022 event for financial advisors. For Canadian investors, Don manages two dividend-focused strategies: Fidelity Dividend Plus Fund and the equity portion of Fidelity Dividend Fund. Today, Don speaks with host Pat Bolland about the strategy behind his fund, reflects on the year so far including the current market environment, and he also touches on how he is positioning his funds in a rising rate environment. Inflation continues to be a large focus for investors and Don also shares how he thinks about how dividend paying stocks fit into inflation.

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.

Today we speak to Portfolio Manager Paul Ma who shares his insights and strategies on how investors could potentially construct their portfolios heading into 2023. Paul explains how investors can deal with volatility. He says the answer is rebalancing – specifically selling the winners and buying the losers. People believe the market is going to be volatile, so rebalancing will help mitigate that. He adds annual rebalancing outperformed the buy and hold strategy by 35 basis points per year over the last 20 years. Paul adds that commodities and alternatives could help in a high inflation environment and diversify your portfolio. Paul also touches upon what’s happening in China, some of the short and long-term scenarios as it deals with its zero-COVID policy and how demographics affect China’s economy.

Recorded on December 6, 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.

For today’s podcast, we’re featuring Jessie Sarafian, host of Fidelity Canada’s Invested in Wellness podcast and live webcast series, who will take us through stretching exercises for our hands and wrists. There is a lot of strain on our hands and wrists these days – computers, phones, tablets, gaming, and more – and this discomfort can spread to the neck and throughout the body, so let’s take a few minutes to relax our muscles today with these simple exercises. For more from Jessie, visit fidelity.ca/theupside for more information on her Monday webcasts, and listen to the Invested in Wellness podcast on your platform of choice.

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 Sri Tells is back on the program to share his thoughts on the bond market, inflation concerns and potential rate hikes and what it all means for investors. Sri is based out of Fidelity’s fixed income headquarters in Merrimack, New Hampshire and for Canadian investors is involved with 12 Fidelity funds including Fidelity Canadian Bond Fund, Corporate Bond Fund, and the fixed income sub-portfolio of Fidelity Inflation-Focused Fund.

Recorded on December 2, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-tella-dec2-22.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.

Fed Chair Jerome Powell recently signalled a slowdown in the pace of interest rate hikes as soon as this month. Have we officially reached peak inflation? And what are the implications? We’re joined by portfolio manager Patrice Quirion today to discuss global equities and where he is allocating geographically as we enter 2023. For Canadian investors, Patrice manages Fidelity Global Concentrated Equity Fund and Fidelity International Concentrated Equity Fund as well as private pool strategies. Today, with host Pamela Ritchie, Patrice explains how he takes a very contrarian approach to managing his portfolios. This means that he enters parts of the market that have been out of favour, where the market likely overreacted to the downside from perceived risk, or just trends going the wrong way. For the past few years, it meant being more exposed to the financials sector, as well as more geographical exposure to Europe and to China at the detriment of large underweights in the U.S. Also, reflecting on the U.S., Patrice believes the U.S. dollar's strong performance has peaked.

Recorded on December 1, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-quirion-dec1-22.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.

The biggest news story of 2022 has been inflation. Particularly, how central banks around the world have responded to inflation, and its implications to the financial markets. We’ve seen the effects of rising interest rates on several sectors, including the labour market. But how successful have policy makers been with their deflationary strategies? Our guest today is economist and author, Todd Hirsch, who joins host Pamela Ritchie to discuss the new ways in which we should think about government and economic policies, and how we can better prepare for an uncertain future. Todd notes policy makers are playing too much from the 20th century playbook, and it’s about time they update their methods to fit the 21st century. A few topics also discussed today include labour dynamics, Central Banks and liquidity, geopolitics, supply chains, and Canada’s oil-producing provinces debts.

Recorded on November 28, 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.

Director of Quantitative Market Strategy Denise Chisholm is back on the program to share her insights and perspectives on the global markets. Denise speaks to host Bryan Borzykowski about the top sectors she’s seeing in the market right now. Those sectors include consumer discretionary, financial services, and mid-cap industrials and materials, specifically metals mining. She says it may be a good idea for investors to move their investments from the energy sector and into metals and mining. Denise also comments on a potential recession in 2023. She says a lot of people are using the inverted yield curve to predict a light recession next year, but the issue there she says is there are a lot of tailwinds to combat the headwinds we are experiencing right now, which makes it difficult to predict how everything is going to play out in 2023.

Recorded on November 30, 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.