FidelityConnects

Andrew Marchese is today’s FidelityConnects podcast guest. Andrew is Chief Investment Officer and Portfolio Manager of Fidelity Canadian Disciplined Equity® Fun, as well as two private pools. On this episode, Andrew talks to host Bryan Borzykowski about how he sees the market shaping up as we settle into the last quarter of the year. He offers his thoughts on various Canadian sectors and key themes, and what a recessionary environment could look like in 2023. He also discusses inflation, real estate, and how the Fed and Bank of Canada could navigate markets from this point forward.

Recorded on November, 2. 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-marchese-nov2.pdf

Inflation continues to weigh on Canadians, and it is not a new phenomenon. Throughout history, decision makers and markets have rallied and tamed the monetary beast before. But each time, the fight to restore price stability and confidence has been different, requiring a policy response that is suited for the unique circumstances of the time. So, what are the characteristics of the global and domestic economic woes we face today? What fiscal, monetary and free market weapons should come to bear? To offer his perspectives we welcome Canada’s 22nd Prime Minister – the Right Honourable Stephen Harper. Prime Minister Harper co-founded the Modern Conservative party of Canada, won three successive national elections in 2006, 2008 and 2011, and lead our economy through the financial crisis. He was most recently inducted into Order of Canada, is an author and Chairman of Harper Associates Consulting and International Democrat Union. Today, with host Pamela Ritchie, we’ll hear Prime Minister Harper’s thoughts on inflation and liquidity. Additionally, the energy transition, cryptocurrencies and the current investment environment, noting we are in a period of macroeconomic and geopolitical turmoil. Prime Minister Harper also looks at geopolitics, including the Russia-Ukraine conflict. He’ll also outline opportunities for Canada.

Recorded on November 1, 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 October 13-14, Fidelity Investments Canada proudly hosted an in-person event for financial advisors featuring several Fidelity portfolio managers and subject-matter experts. On today’s FidelityConnects podcast we’re bringing you one of these sessions, with portfolio manager Dan Dupont sitting down with host Pat Bolland. For Canadian investors, Dan manages Fidelity Canadian Large Cap Fund and Global Value Long/Short, among other products. In today’s discussion with Pat, Dan shares how he is identifying opportunities in the volatile market period we’re in. This includes short selling in his Global Value Long/Short Fund. Dan notes his long opportunities focus on quality companies, sustainable businesses and not overpaying for a stock. With short opportunities he looks at opportunistic shorts and merger arbitrage.

Recorded on October 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.

Today we welcome Portfolio Manager Mark Schmehl to the show as he celebrates five years since the launch of the Fidelity Innovators Class. For Canadian investors, Mark manages the Innovators Class, the Fidelity Special Situations Fund, and the Canadian Growth Company Fund. On today’s show, Mark and host Pamela Ritchie talk about the evolution of the Innovators Fund from its inception until the present day. His investment style for the fund has allowed him to be flexible and adaptable to market changes. He adds the current fund strategy is to start with defence and gradually add offence. If something goes wrong, sell it to avoid losing a lot of money. He says that the world appears to be in bad shape right now, but there are still opportunities amidst the uncertainty, especially in North America.

Recorded on October 31, 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 this episode of the Fidelity ETF Exchange - powered by FidelityConnects, host Étienne Joncas Bouchard and guest Christopher Drynan sat down to recap notable trends and headlines in the Canadian ETF Industry for Q3 2022. The Canadian ETF industry saw a strong third quarter of inflows at more than $5B. This was led by risk-off ETFs, more specifically in the cash alternative segment. Flows into ESG ETFs continue to stay positive with more than $2B net inflows YTD; our panel discusses why this is the case despite weaker relative performance. The panel also discussed equity factor performance for the quarter, and fixed-income market movements, as well as provided an outlook for the rest of the year.

Recorded on October 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.

On October 13-14, Fidelity Investments Canada proudly hosted an in-person event for financial advisors featuring several Fidelity portfolio managers and subject-matter experts. On today’s FidelityConnects podcast we’re bringing you one of these sessions, featuring a discussion between moderator Pat Bolland with Adam Kramer, Portfolio Manager, and Scott Mensi, Institutional Portfolio Manager. Adam manages Fidelity Tactical High Income Fund, a diversified income solution that can offer the potential for enhanced yield while employing active asset allocation to take advantage of market opportunities. Adam and Scott share how the fund is currently positioned, how the positioning has actively shifted over time, and where they see these challenging markets going. With Pat, Adam and Scott also field questions from the live audience.

Recorded on October 13, 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 October 13-14, Fidelity Investments Canada proudly hosted an in-person event for financial advisors featuring several Fidelity portfolio managers and subject-matter experts. On today’s FidelityConnects podcast we’re bringing you one of these sessions, with host Pat Bolland leading a panel discussion on ETFs and Digital Assets. Pat is joined by Vivian Hsu, Director, Product Innovation, Meghan Chen, Digital Assets Strategist, and Reetu Kumra, Analyst and Portfolio Manager. Fidelity has an extensive ETF lineup, including the All-In-One ETF suite. Digital asset products have also been introduced to round out the lineup with products focused on both Bitcoin and Ether. The panel will unpack all of this and more with Pat today.

Recorded on October 13, 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.

It’s been a wild year for investors both in equities and fixed income. As we approach the end of the year, what factors should investors consider as we settle into a late cycle? What factors tend to outperform during this period? On today’s show, ETF strategist Étienne Joncas-Bouchard explains how he is attracted to high-quality and low volatility. With host Kathryn Black, Director of Sales Enablement, he shares his thoughts on a fixed income. In the coming year, he says to expect GICs to be a great short-term opportunity. Moreover, it might be helpful to look at more options as GICs have yet to outperform bonds the last two years in a row. Étienne also touches on the benefits of Fidelity All-in-One portfolios. While the fees are slightly higher, those higher fees allow Fidelity’s strategy to be vastly different from competitors, involving factor-based equities and active fixed income.

Recorded on October 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.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-joncas-bouchard-oct28.pdf

The energy sector is in the spotlight on today’s episode of Fidelity Connects as equity research analyst Thomas Goldthorpe shares his perspectives on global energy markets with host Pamela Ritchie. And with the EU’s December ban on most Russian crude-oil imports looming on the horizon, investors are waiting to see how this ban will affect risk and supply, increased compliance and other costs. Thomas expands on the Russian oil story. He says the country will become a two-way risk. He explains how the oil can be redirected, but there may be some short-term, 30 to 60 days friction, as a result. In addition, places like China, India and the Middle East will import more Russian oil as they do not believe in the embargo of Russia’s products. In addition to the oil situation in Russia, Thomas also touches on how investors should look at equities or their energy equities within their portfolios, getting gas pipelines built in Canada, and natural gas as part of the energy transition story.

Recorded on October 27, 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-goldthorpe-oct27.pdf

On October 13-14, Fidelity Investments Canada proudly hosted an in-person event for financial advisors featuring several Fidelity portfolio managers and subject-matter experts. On today’s FidelityConnects podcast we’re bringing you one of these sessions, featuring a discussion between portfolio manager Jeff Moore and moderator Pat Bolland. Inflation, earnings, recession fears, and upcoming moves by central banks continue to dominate headlines. Jeff unpacks all of this and more in today’s discussion with Pat. Jeff is a fixed-income portfolio manager, and alongside his colleagues in Fidelity’s fixed-income headquarters in Merrimack, New Hampshire, he is involved in many funds for Canadian investors, including Fidelity Multi-Sector Bond Fund, Investment Grade Total Bond, Global Bond, and Global Core Plus Bond ETF. In addition to providing his thoughts on the markets and business cycle, Jeff also explains the similarities and differences between Fidelity’s multi-sector fund lineup. He also takes questions from the live event audience.

Recorded on October 13, 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.