FidelityConnects

It’s another busy week in the markets and Director of Global Macro Jurrien Timmer shares his insights on the latest market news and moves. Jurrien speaks to host Pamela Ritchie and says the way the markets are tracking, we have confirmed bottom and may not be out of the woods just yet. He says the recent CPI report was softer than expected both on the headline and the core. He says the recent midterm elections could have had something to do with it, but he also points out the seasonality of the midterms and how it has played out historically in the past. Jurrien says also discusses commodities, inflation, and the recent positive meeting between US President Joe Biden and China’s President Xi Jinping.

Recorded on November 14, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-jurrien-timmer-nov14-22.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.

Between the Fed’s latest rate move, the U.S. midterms, U.S. CPI print, and continued focus on both earnings and inflation – the economy has definitely been jolted leaving investors to question what is next. As we venture through this uncertain environment and look ahead to year-end and 2023, today we’re joined by a sensible expert here at Fidelity. David Tulk, portfolio manager on the Global Asset Allocation team, is today's guest. David joins host Bryan Borzykowski to reflect on the numerous factors affecting markets right now. This includes action by central banks, with David noting central banks will continue to take stimulus out of the economy and continue to leave financial conditions very tight. David also shares how the market is currently pricing in a 50-basis point rate hike from the Fed in December, and he’ll look at factors determining how deep of a recession could be on the horizon. David also shares a positioning update for the Fidelity Managed Portfolios and other funds managed by the Global Asset Allocation Team. This includes areas of interest, and current overweights and underweights.

Recorded on November 10, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-tulk-nov10.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.

A day after the midterm election vote, we’re joined by Fidelity Director of Quantitative Market Strategy, Denise Chisholm, and Fidelity Vice President of Digital Advocacy and Policy Communications, Greg Lowman, as the pair break down the initial results and what impact it could have on the markets. This podcast was recorded on November 9, and Denise and Greg speak to host Pamela Ritchie about the key takeaways and what history can tell us about the markets post-midterms. Greg says the results provide clarity for the Republicans' potential candidate lineup in 2024, especially on the Senate side. And Denise says historically under democratic leadership, a divided government provides higher long-term returns to the market than a democratic sweep.

Recorded on November 9, 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’re joined by fixed income portfolio manager Jeff Moore. Jeff provides his insights on the fixed income markets for the short and long term, what the Fed’s latest moves mean for the markets and what impact the midterm elections could have on investors. Jeff believes the bulk of the Fed’s interest rate hikes are over for the year, however, the Fed can announce two more hikes by the end of December. Jeff also comments on the recent results of the midterm elections. Jeff says no one really cares if the Senate flips and he believes the current President isn’t going anywhere. He also adds with political gridlock you don’t have to worry about the Fed raising extra interest rates to offset the fiscal stimulus. The more fiscal stimulus there is, the more likely the Fed will raise rates.

Recorded on November 8, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-moore-nov8-22.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 podcast, host Bryan Borzykowski is joined by two members of Fidelity Canada’s equity research team - analysts Robert Reynolds and Claire Fleming. The equity research analysts focus on the industrials and materials sectors respectively. They explain how the two sectors are shaping up as we wrap up the last quarter of the year. They discuss how the two sectors could look like in a recessionary environment and how they could be impacted once China reopens its country after a strict zero-Covid policy.

Recorded on November 4, 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.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-reynolds-fleming-nov4.pdf

We saw a fourth consecutive 75 basis-point rate hike from the U.S. Federal Reserve in November. With Fed Chair Powell indicating that there is more room to run, is now the time for investors to adjust their portfolio model and consider a larger position in bonds? Our guest today is Andrei Bruno, Director, ETF Capital Markets, at Fidelity Canada. With host Pamela Ritchie, Andrei unpacks the latest updates from the November FOMC meeting and what it may mean for capital markets. A couple of key highlights from today’s discussion include Andrei noting the outlook for inflation does look a bit better for 2023 compared to what we saw in 2022. Also, in the U.S., pension plans are starting to look at fixed income closer, specifically mid to longer-dated investment-grade bonds, replacing equity investments.

Recorded on November 3, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-bruno-nov3.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.

Fidelity North American Equity Class portfolio manager, Darren Lekkerkerker, is today’s Fidelity Connects podcast guest, for a focus on North American equities. For Canadian investors, Darren also co-manages Fidelity Global Natural Resources Fund alongside Joe Overdevest, and is subportfolio manager on Canadian Asset Allocation, Canadian Balanced, and Inflation-Focused Funds. Today’s discussion was initially featured at a recent live event for advisors, held on October 26th in Toronto, with Darren sharing how he is picking winners in this year’s choppy markets. Darren joins host Glen Davidson, VP Regional Sales Ontario, and also touches on his investment style and shares which sectors he has his eye on, among other topics. Darren also fields questions from the event audience including how Canada is positioned in the global energy sector.

Recorded on October 26, 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.

In September 2022, the Fidelity Global Small Cap Opportunities Fund was launched. This fund is managed by Connor Gordon and Chris Maludzinski, who are today’s guests. Connor and Chris speak with host Glen Davidson, VP Regional Sales Ontario, and today’s episode was recorded in front of a live audience, on stage at a recent event for advisors held on October 26th in Toronto. Both Connor and Chris began as analysts with Fidelity in 2008. After demonstrating a strong ability to identify small-cap winners, they began managing a Global Small Cap fund for institutional clients 3 years ago, before the retail Global Small Cap Opportunities was launched in September 2022. Connor and Chris share some more background on themselves and what they learned initially as analysts. They also touch on the psychology around small caps, dive into the investment thesis behind their fund, explain the Fidelity global research resources available to them, and offer some thoughts on how this fund could fit into one's overall portfolio.

Recorded on October 26, 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.

Investors brace for another potential wild week in the markets as inflation remains top of mind and all eyes are focused on the US midterm elections. Joining us today to break down the latest market action is Jurrien Timmer, Director of Global Macro. Today with host Pamela Ritchie, Jurrien breaks down the Fed’s latest moves and explains how the Fed’s mandate is two-fold. He says the Fed is solving for getting inflation back to 2 percent and the market is solving for the Fed getting things done as soon as possible so we don’t get a recession and instead we get a soft landing.

Recorded on November 7, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-timmer-nov7-22.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 podcast, we’re featuring portfolio manager Don Newman. For Canadian investors, Don manages Fidelity Dividend Plus Fund, as well as underlying or sub-portfolio manager on several other funds including Dividend Plus Fund. Don speaks with host Glen Davidson, VP Regional Sales Ontario, in today’s show that was recorded on stage during a recent event for advisors held on October 26th in Toronto. Don shares how dividend investing can work in a rising rate environment, especially coming from a downside protection-focused manager. Additionally, how his dividend funds could fit into an overall portfolio. Don also shares how he got his start at Fidelity in 2003 and how the team has grown leaps and bounds from the initial “Team Canada” analysts based in Boston. In terms of the portfolios, we’ll also hear Don’s perspectives on this market cycle and this year’s investment environment compared to prior years.

Recorded on October 26, 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.