FidelityConnects

In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, host Étienne Joncas Bouchard welcomed Bobby Barnes to the show. Bobby is Head of Quantitative Index Solutions at Fidelity Investments. In this episode, our panel provides a recap of equity markets from a factor perspective for 2022. Some of the key topics discussed include a review of where we are in the market/economic cycle, which factors worked and didn’t work over the past year, and how to use factor ETFs to diversify the equity sleeve of a portfolio. The panel also discussed potential positioning for a challenging year ahead in 2023.

Recorded on November 29, 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.

Inflation, travel restrictions and the global supply and demand crisis are all issues affecting retired Canadians and or those individuals thinking about retirement. Today we take an in-depth look into Fidelity’s 2022 Retirement Report with Michelle Munro, Director, Tax and Retirement Research. Host Quinn Flaherty, Manager, Editorial Content, asks Michelle to dive into the long-term insights, trends, and information about what Canadians are experiencing. Overall, Canadian are focused on retirement and saving up for retirement. Although the media pushes the idea that individuals are unsure, anxious and unprepared; according to the report, Canadians are optimistic, prepared and confident. The report also highlights 5 key risks: inflation, longevity, asset allocation, withdrawal rate, and health care risks.Other insights from the report include having a very strong financial plan to battle inflation. Recognizing your cash inflows and outflows and incorporating resilient asset types into your investment portfolio.

Recorded on November 29, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-munro-nov29-22.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.

On today’s episode, we’re putting financials in focus with Nicolas Bellemare, equity research analyst. Nic unpacks various topics including the upcoming rate announcement by the Bank of Canada and the earnings reports from major Canadian banks set to be released soon. Nic also talks about issues around funding, capital and the credit cycle. Additionally, what a recession could mean for Canadian banks, and what a slowing housing market could mean for our overall financial sector. He also shares what opportunities he’s seeing for Canadian banks and what other opportunities there are in other financial sub sectors.

Recorded on November 25, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcaset-fidelityconnects-bellemare-nov25-22.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 has been a rough year for the technology sector; the tech-heavy Nasdaq Composite Index has plunged 27.9% year to date. With rising interest rates and record-setting inflation, a number of large cap companies missed earnings expectations and laid off thousands of employees. Healthcare on the other hand, while down around 2% year to date, has grown faster than the overall economy, and remains attractive to investors. Will the downturn in the tech sector carry over into the new year? And how might healthcare hold up in 2023? Fidelity Equity Research Analysts Max Adelson and Evan Zehnal join host Pamela Ritchie today, to discuss what investors could expect from healthcare and technology in the months ahead both in Canada and worldwide. Max and Evan note that Canadian markets year-to-date have been impacted by changes south of the border, and that many of Canada’s large healthcare companies make their business in the U.S. They’ll also look at how cybersecurity is affecting tech and look at software subscription models, e-commerce trends, and more.

Recorded on November 24, 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.

As 2022 comes to a close, Tom Stevenson, Investment Director, Fidelity International, is back on the FidelityConnects today as he rounds out the year and discusses what investors can look forward to in 2023. He also gives a global outlook on what is currently happening in world markets. He says Europe including the UK is in a recession or at least showing signs it is headed into a recession, but he says it will be a much shallower recession than expected. He points out that government bonds look really interesting at this point. For him, the principal driver of the turn of the markets is bond yields. He believes the focus at the start of the turn will be in the bond market, specifically in the government bond market. Tom says green energy is another sector to look out for and believes it is the most secure long-term investment in his mind. Among other topics, Tom also comments on US-China relations and the commodity super cycle and what it could mean for the UK.

Recorded on November 23, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-stevenson-nov23-22.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.

As we inch closer to the end of 2022, what can we expect in 2023? Will the current bearish market conditions follow us into the New Year? Joining us today to unpack the latest market action, and for a preview of where he sees markets heading in 2023 is Fidelity Director of Global Macro, Jurrien Timmer. Today Jurrien notes that 90% of the market is above its 20-day moving average and the hard part starts now, possibly heading into a recession next year. Jurrien also looks at inflation, corporate earnings, and more, with host Pamela Ritchie. Per usual, Jurrien’s points are supported by his charts, and you can follow along @TimmerFidelity on Twitter.

Recorded on November 21, 2022.

For more insights from Fidelity experts, circle Tuesday November 29 on your calendars for a Reddit AMA featuring David Wolf, portfolio manager on Fidelity’s Global Asset Allocation team. David will field questions on his economic and market outlook, and share what it takes to be a resilient investor. New and seasoned investors, financial advisors and anyone looking for insights on markets and investing can join and ask their questions: reddit.com/r/PersonalFinanceCanada

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.

Bobby Barnes, Head of Quantitative Index Solutions, is with us today to discuss the current economic environment and what factors to consider heading into 2023. Specifically, what are some factors that could weather the current economic ups and downs and what short-term and long-term scenarios could well play out into 2023. He says value has done well this year and momentum has rebalanced throughout the rest of the year. He suggests taking a more defensive stance and holding out on the factors of low vol, quality and momentum going into 2023.

Recorded on November 17, 2023.

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’re joined by Matt Egerton, Fidelity analyst and portfolio manager for a look at investment opportunities with an ESG lens. The 2022 United Nations Climate Change Conference is underway in Egypt with global policymakers coming together to discuss several key climate change issues, including how to reduce greenhouse gas emissions, reach net zero by 2050, and the ongoing energy crisis. But the conference hasn’t come without criticism of America’s Inflation Reduction Act. What are the implications between the two, and is there a commitment from the U.S. financial community to fund the energy transition? Matt unpacks this and more with host Bryan Borzykowski today. A few additional key topics include the role of oil and gas in the future if rich countries should be compensating poor countries for the effects of climate change, how ESG ratings are created, and what is Fidelity’s approach to ESG metrics and ratings?

Recorded on November 18, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-egerton-nov18-22.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 that time of year again. As we approach the winter solstice, the sun is shining less, we’re seeing inclement weather, and don’t the commutes feel longer? For today’s podcast, we’re teaming up with Jessie Sarafian, host of Fidelity Canada’s Invested in Wellness podcast and live webcast series, to lead us through an effective and relaxing meditation that you can do while commuting to get you relaxed, focused, and better prepped for your day. If your commute involves transit or walking this is the perfect exercise for mid-commute, and if you’re driving this exercise is best completed after you’ve arrived at your destination. 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.

Joining the show today is Hugo Lavallée, Montreal-based Fidelity Canada portfolio manager. Hugo joins host Pamela Ritchie for a portfolio update and a look at how he is applying his contrarian investing style to his funds in this year’s choppy markets. Hugo recently celebrated his 20-year anniversary with Fidelity and has long-managed Fidelity Greater Canada Fund and Canadian Opportunities Fund. He also manages Fidelity Climate Leadership Fund, launched in May 2021, which is a global equity strategy designed to reduce the risks and benefit from opportunities created by the global decarbonization trend. As 2022 comes to a close, it’s important to highlight and dissect areas of the market that gained momentum and investor interest, to help shape the trends of 2023. One area that continues to gain traction is the ESG movement. Hugo and Pamela unpack what ESG strategies advisors and investors should consider leading into 2023, and look at what’s on the horizon for climate leadership in the new year. Reflecting on his current positioning, Hugo shares that his European exposure is growing as there is an opportunity to create a double positive involving both capital gain on stocks and exchange rates. He also notes that he and his team look to find strong companies at a cheap valuation as the market dampens, sharing that when the market is uncomfortable it leads you to buy cheap stocks, and the stocks are cheap because they are uncomfortable.

Recorded on November 15, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-lavallee-nov15-22.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.