Director of Quantitative Market Strategy, Denise Chisholm, joins us again for her sector and factor watch. Today Denise looks at which sectors and factors may lead in the coming months, also reflecting on the current narratives in the market, including that the value factor of cheap stocks tend to be protective when the Fed is raising rate. Today Denise also looks at value in energy and financials, noting that energy and financials are the cheapest of the 11 sectors, ranked relative to the market and their history. Additionally, Denise believes inflation is going to be higher cycle to cycle mainly because of the wage dynamics that have been seen, which have taken hold and will be long lasting.

Recorded on January 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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, co-hosts Étienne Joncas Bouchard and Andrei Bruno sit down to recap notable trends and headlines in the Canadian ETF Industry for 2021. With more than $50B in net new assets coming into the ETF industry, 2021 was another record year. Key topics discussed include the return of positive flows for fixed-income ETFs, continued growth for multi-asset ETFs, as well as a conversation on investment factor performance, and an outlook for 2022.

Recorded on January 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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

John Roth, Portfolio Manager of Fidelity U.S. All Cap Fund, discusses the latest on U.S. equities and where they may be going against the backdrop of rising inflation. Fidelity U.S. All Cap Fund boasts the flexibility to invest in the best companies regardless of sector, style and market capitalization. With host Pamela Ritchie, John reflects on market performance of the past and looks at what it means for the future, and how he’s positioned his fund accordingly. John expands on what parts of the market he is currently excited about, including sharing some thoughts on EVs and the auto industry, as well as energy.

Recorded on January 20, 2022.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_fidelityconnects_roth_20jan.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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

There is a lot happening in the world, and a lot of news to digest. Today we welcome back Tom Stevenson, Investment Director at Fidelity International, who will provide his views on the global markets, including insights on macro trends and areas of opportunity across the different sectors. Tom is based out of London, and will help us look beyond the headlines today - focusing on inflation, central bank response, earnings season and valuations, COVID reopenings, and more, with host Pamela Ritchie. Also today, Tom looks at energy and geopolitics, trends in ESG investing, and why some are now considering investing in China to be a contrarian opportunity.

Recorded on January 19, 2022.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_fidelityconnects_stevenson_19jan.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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

From the rapid spread of the omicron variant to the demographic opportunities across the global health care sector, join Portfolio Manager Alex Gold for his outlook for the sector in 2022. For Canadian investors, Alex manages Fidelity Global Health Care Fund. Alex is based in England, and will discuss the sub-sectors within health care, and how these different sub-sectors have been affected by COVID, and the lockdowns and reopenings over the last few years. Alex has the opportunity to speak with many industry CEOs and he’ll share what may be next for COVID vaccines, variants, and investment opportunities if COVID shifts to being endemic. Alex also discusses the current positioning of Fidelity Global Health Care Fund, noting the strong benefits of Fidelity’s global research resources.

Recorded on January 18, 2022.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_webcast_fidelityconnects_gold_18jan.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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

Naveed Rahman, Institutional Portfolio Manager, shares his outlook on investing in global markets and describes the fund positioning for Fidelity Global Intrinsic Value Class. Naveed works with renowned Portfolio Manager Joel Tillinghast on Global Intrinsic Value. Naveed shares the team’s perspectives on what’s happening in global markets currently, noting that they typically invest in reasonably priced stocks, that are high quality and cash generative in nature. Among other topics today, Naveed also discusses how the fund is currently overweight financials, energy and slightly overweight materials, relative to their benchmark. Naveed notes those are more cyclical sectors that should continue to benefit if we see a continuation of an inflationary, higher rate-oriented environment.

Recorded on January 18, 2022.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_theupside_rahman_18jan.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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

Jurrien Timmer, Director of Global Macro, joins us again for his weekly look at the markets. In today’s half hour discussion with host Pamela Ritchie, Jurrien dives into the current market environment. He shares we are seeing some changes recently from large cap growth to large cap value, such as financials and energy, which are benefiting from this rising rate environment. Also, emerging markets or non-U.S. stocks in general, may also benefit from these conditions. It’s earnings season, and Jurrien reflects on what we’re seeing so far. At the time of recording, 26 companies in the S&P have reported. Follow along with Jurrien’s charts: @TimmerFidelity on Twitter

Recorded on January 17, 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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

Aneta Wynimko, portfolio manager of Fidelity Global Consumer Industries Fund, joins the show today. Today Aneta looks at the state of the global consumer in 2022, noting that consumers have a lot of pent-up savings that they are willing to spend on travel and experiences currently, rather than goods. We’re also seeing a big trend with baby boomers in or nearing retirement, and a lot of their accumulated wealth will be spent in the coming years. A few others topics Aneta and host Pamela Ritchie unpack today include apparel and luxury goods trends, the food and beverage industry including plant-based foods and premium spirits, and supply chain issues that remain persistent.

Recorded on January 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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

Join Darren Lekkerkerker as he discusses his portfolio positioning entering into 2022 and where he is finding opportunities. Darren manages Fidelity North American Equity Class, and with host Pamela Ritchie, he’ll discuss striking a balance between U.S. and Canadian equities, for investors that are focusing on North America. Darren reflects on his personal investing style, current consumer sentiment, and shares his thoughts on industrials, supply chains, and transportation. He’ll also comment on exposure to commodities and combating inflation. In addition to managing Fidelity North American Equity Class, Darren also manages the equity subportfolio of Fidelity Canadian Balanced Fund, and co-manages Fidelity Global Natural Resources Fund alongside Joe Overdevest.

Recorded on January 12, 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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

So, what’s in store for Canadian investors in 2022? Today that question will be answered by Joe Overdevest, Director of Research and Portfolio Manager. Joe will be exploring the impact of COVID and the trends affecting Canada’s place in the global economy. With host Pamela Ritchie, Joe dives into the big topic of inflation, before looking at secular and cyclical themes, discussing financials, resources, and supply chains, among other topics. Also, as Director of Research, Joe shares a bit about how the investment team has adapted over the last two years, and how they continue to foster new talent while working remotely.

Recorded on January 13, 2022.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_theupside_overdevest_13jan.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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.