FidelityConnects

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 portfolio managers Dave Way and Brett Dley joining moderator Rory Poole, Alternative Strategist. Dave manages Fidelity Long/Short Alternative Fund, and Brett manages Fidelity Market Neutral Alternative Fund, which we’ll hear more about on today’s podcast.

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.

Denise Chisholm, Director of Quantitative Market Strategy, joins us again today for a look at earnings season and the positive momentum we’ve started to see in equity markets lately. One key theme we’re seeing emerge from earnings is that consumers are resilient, and are continuing to spend, despite today’s inflationary environment. Now we ponder if this will have an effect on the Fed’s interest rate decision next month? And are these gains in the market temporary, or is there more room to run? Denise joins host Bryan Borzykowski to unpack this and more, including looking at recession fears, and sharing her thoughts on sectors to watch and avoid.

Recorded on October 25, 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 panel discussion. Moderator Pat Bolland is joined by Global Asset Allocation team members David Wolf, David Tulk and Ilan Kolet. The Global Asset Allocation team run many funds for Canadian investors, totalling $80B and they are part of a bigger group out of the U.S. that run over $800B – an impressive number. If you’ve listened to our podcast before you’ve likely heard from one of these three guests, and we’re fortunate to have the three of them on today’s show, joining Pat. We’ll hear about their investment process, an overview of the funds managed, thoughts on the current market cycle, and much more in today’s 40-minute discussion. The panel also takes questions from the audience, and please note, as this was originally presented as a discussion at a live event, there were a few slides displayed to 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.

Today we welcome Catherine Yeung to the show. Catherine is an Investment Director with Fidelity International and is based out of Hong Kong. On the heels of President Xi Jinping’s precedent-breaking new term as the leader of the Communist Party in China, Catherine breaks down the significance of this event. She speaks to host Pamela Ritchie about what we can expect to see under Xi’s leadership in the next few months and how investors should position themselves for what’s to come. Catherine provides her on-the-ground perspectives, discussing several topics including China’s COVID-Zero policy, how China’s economy views the energy sector, and what areas she sees growth in China.

Recorded on October 24, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-yeung-oct25-22.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.

North American equity markets have had positive momentum of late, and in bond markets the 2-year yield reached 4.61% with the 10-year reaching 4.33%. So what is the latest market action telling us about the path of monetary policy? To unpack this and more we’re joined again today by Jurrien Timmer, Director of Global Macro. With host Pamela Ritchie today, Jurrien also looks at earnings season, and will share his fascinating charts – which can be referenced by following along @TimmerFidelity on Twitter.

Recorded on October 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.

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 Fidelity Global Natural Resources portfolio managers Joe Overdevest and Darren Lekkerkerker, joining moderator Pat Bolland. In addition to Global Natural Resources, you may know Joe from his private investment pools and as Director of Research managing the equity research analyst team. Darren manages Fidelity North American Equity Class, and is subportfolio manager on funds including Fidelity Canadian Balanced Fund. Joe and Darren unpack the current market environment and look at how their funds positioning may have shifted of late. They’ll 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, featuring a short presentation and then discussion between portfolio manager Hugo Lavallée and moderator Pat Bolland. Hugo, who just celebrated his 20th anniversary with Fidelity, manages several funds for Canadian investors, including Fidelity Canadian Opportunities Fund, Greater Canada, and Climate Leadership. Hugo is known for his contrarian investment style, seeking value in out-of-favour stocks. Today we’ll hear where Hugo is finding opportunities in this year’s choppy markets, and he’ll share his perspectives on how this current bear market compares to market cycles of the past. Hugo also takes questions from the live event audience.

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.

Joining us today is Meghan Chen, Digital Assets Strategist, who breaks down the latest trends and issues affecting the digital asset space. This is the first instalment for a quarterly update from Meghan who will focus on key developments in terms of where the markets are heading in the digital asset landscape. On this episode, Meghan sits down with Colin Randall, Director, Research and gives an overview of bitcoin and ethereum and how it’s holding up as the year comes to a close. She says bitcoin and ethereum have outperformed traditional equity classes in the third quarter after being down 60% and 65% respectively at the beginning of the year. Meghan also discusses the effects of inflation on cryptocurrency. She also touches on Tornado Cash, decentralized finance and provides a broader market outlook in terms of developments in the digital asset space.

Recorded on October 21, 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 portfolio manager Mark Schmehl and moderator Pat Bolland. For Canadian investors, Mark manages Fidelity Special Situations Fund, Canadian Growth Company, and Global Innovators. Mark shares his thoughts on today’s markets and business cycle, and also provides an update on his funds. This includes where he is currently finding opportunities - which focus on the tails of the market and uncovering positive change in both Canada and abroad. Mark and Pat also field questions from the 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.

Today Portfolio Manager Steve MacMillan joins us on the program as he sits down with Glen Davidson, Regional Vice President of Sales in Ontario. Steve manages Fidelity Small Cap America Fund, American Equity Fund, and co-manages Fidelity CanAm Opportunities Class alongside Mark Schmehl. Steve discusses his current positioning and says small cap industrial companies with a focus on professional services are attractive whereas the utility sector is not appealing because it lacks protection that most investors are looking for. He says that small caps price in a recession much faster and having exposure to the US dollar reduces volatility. In addition to his portfolio positioning, Steve also discusses the impacts of inflation and quantitative tightening, and why businesses he invests in may excel in the later stages of the business cycle.

Recorded on October 20, 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-macmillan-oct20.pdf