FidelityConnects

Today we welcome special guest Lynette Ong. Ms. Ong is a professor of Political Science at the University of Toronto, author, and China subject matter expert. As China's 20th Communist Party Congress continues, an event that happens once every five years, Ms. Ong breaks down President Xi Jinping’s key messages and the implications behind this historic congress. 

Ms. Ong talks to host Pamela Ritchie about China’s zero-covid policy, the state of the country’s economy, and relations between Taiwan and the West.  She adds that the east and the west economies are very intertwined, so fears of another Cold war might be too extreme because there's a lot of employment in the economic relationship between China and the West.

Recorded on October 19, 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-ong-oct19.pdf

Today we welcome special guest and Canadian Ambassador to the United Nations, The Honourable Bob Rae to the program. Mr. Rae joins host Pamela Ritchie for a wide-ranging conversation on the impacts of war, today’s energy crises and climate change. Mr. Rae speaks about Canada’s role on the world economic stage. He says today’s current issues on trade, food production and immigration all affect our global economy. The former Premier of Ontario offers tools and strategies needed to further support Ukraine. He also discusses the current situation in Iran and how Canada should continue to draw global attention to what’s happening in the Middle-Eastern country.

Recorded on October 18, 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 for a look at the latest market action is Jurrien Timmer, Director of Global Macro. Today with host Pamela Ritchie, Jurrien breaks down recent market numbers as US markets kicked off the week in green on all three major indices. But Jurrien believes this latest jump is just part of a zig-zag pattern of the market trying to find equilibrium. He says the market is either in price discovery mode or trying to find balance. He also says the stock market is now 85 percent along the way of reaching a typical recession decline of 33 percent and 78 percent along the path of discounting a recession. He also touches upon the latest in inflation, financials and the Fed. Stay tuned for this and more.

Recorded on October 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. 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 markets have continued to be choppy throughout October, accelerated by a hotter-than-expected U.S. CPI result, and the beginning of earnings season. Joining us today to look at what we can expect from the rest of the earnings season and to provide his insights on value investing is Naveed Rahman, Institutional Portfolio Manager. Naveed works alongside Joel Tillinghast, Morgan Peck, Sam Chamovitz and Salim Hart on Fidelity Global Intrinsic Value Class, and today joins host Bryan Borzykowski to share his outlook on the markets and provide a positioning update for the fund.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.

Director of Quantitative Market Strategy Denise Chisholm is back on the program discussing recent data that may affect your portfolio and where advisors might want to look for opportunities in today’s market. Lately, there’s been a lot of uncertainty surrounding the market and recent government numbers may be causing concern for investors. Still, Denise says she doesn’t like to talk about government data because they tend to have very quirky calculations. And these calculations tend to be predictive in terms of the market over long, sustained periods. Denise often adds times at peak levels of uncertainty in the markets could mean opportunity in stocks. She believes mid-caps are the sweet spot right now and she looks for valuation spreads that are wide and relative valuation that is cheap and low. Sectors that are a bit risky are utilities, consumer staples and real estate.

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.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-oc13.pdf

Global markets have been primarily selling off of late, and investors are bracing themselves for what many economists are predicting is an inevitable recession by early 2023. In the UK, the Office of National Statistics reported that the country's GDP fell by 0.3% in August - an unexpected drop driven by a sharp decline in manufacturing and maintenance work, which slowed down the oil and gas sector. Also, the International Monetary Fund lowered its forecast for the global economy in 2023, warning that conditions could deteriorate amid multiple headwinds including high inflation and rising interest rates. Joining us today is Fidelity International Investment Director Tom Stevenson, who optimistically notes that the time to get interested as an investor, is when everyone thinks it’s the end of the world. Tom joins us from London to share his perspectives on economies and opportunities in the United Kingdom, Europe, and globally. Tom joins host Bryan Borzykowski.

Recorded on October 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. 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 thrilled to again welcome back Matt Twigg, senior manager and lead researcher at Fidelity Labs, based out of Tokyo, Japan. Matt joins Colin Randall, Fidelity Canada's Director of Research, for a discussion on NFTs or non-fungible tokens. NFTs have skyrocketed in popularity making headlines for their million-dollar works of art and their imprint in the digital space. But what do NFTs mean beyond expensive art pieces? Matt breaks down definitions and concepts behind NFTs, tokens, and blockchain technology. He also provides real-life examples of NFTs in the marketplace right now and how NFTs can also apply to the healthcare industry, not just the music and art space.

Recorded on October 11, 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-twigg-oct11.pdf

Portfolio manager Ramona Persaud is back on the program, sharing her thoughts on investing during these uncertain times of economic slowdown. Ramona says there is a lot of fear and unpredictability in the markets these days, leaving investors concerned. But she says her approach remains focused on a few core factors: downside protection and risk-adjusted return. She adds that the type of investor who is attracted to a dividend-oriented strategy wants some amount of stability in returns, and lower volatility. When you maintain patience and focus on downside protection you can get these results.

Recorded on October 6, 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-persaud-oct06.pdf

We’re pleased to welcome a special guest on today’s podcast - renowned economist Don Drummond, to discuss the health of Canada’s economy. Don has held several senior roles at the Federal Department of Finance, including Associate Deputy Minister, where he was responsible for economic analysis, and fiscal and tax policies. Don later served as Senior Vice President and Chief Economist at TD Bank, and he is currently Chair of the Canadian Centre for the Study of Living Standards; Fellow-in-Residence at the C.D. Howe Institute and a member of the Expert Advisory Group to the Canadian Institute for Climate Choices. As the Canadian economy has changed rapidly over the last few years, investors continue to grapple with how to navigate its volatile landscape. With Canada’s annual inflation rate sitting at 7%, pushing food and gas prices higher, how can policymakers slow inflation and grow Canada’s economy? We pose these questions and more to Don today, with Don sharing his unique perspectives with host Pamela Ritchie.

Recorded on October 5, 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-drummond-oct05.pdf

Today's uncertain marketplace has highlighted the importance of investing in high-quality names, characterized by sound balance sheet structures that enable companies to weather more challenging environments. Although some investors correlate high-quality names with large-cap companies, that isn’t necessarily true. The small-cap space consists of several high-quality businesses with tremendous growth potential. In September, Fidelity launched Global Small Cap Opportunities Fund, which aims to uncover value by identifying mispriced high-quality companies. Joining today’s show to discuss the investment strategy behind Fidelity Global Small Cap Opportunities Fund, and how investors could benefit from investing in this space, are the fund’s co-portfolio managers Connor Gordon and Chris Maludzinski. A key highlight is that Connor and Chris share that volatility creates dislocation, and dislocation creates mispricing, which is what sets the stage for future returns. And there is no market area that is more dislocated right now than global small caps.

Recorded on October 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-maludzinski-gordon-oct4.pdf