FidelityConnects

Aneta Wynimko, portfolio manager of Fidelity Global Consumer Industries Fund, joins us today for a timely discussion on global consumer spending at a time when global economic activity may be slowing. Aneta, who is based in London, shares that trends are showing an upcoming weakness in consumption, especially in Europe. This means investing in consumers could be complex, and it is very likely consumption in Asia will continue to grow. Aneta also shares that companies with strong brand and innovation will be successful, and she unpacks habits of Gen Z consumers – noting they place a large emphasis on sustainability and the value of their purchases.

Recorded on September 16, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-wynimko-sept16-22.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.

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 news surrounding interest rates, as well as sharing his perspectives on valuation, the business cycle, comparisons to past cycles and recession risk. Particularly, on the comparisons to past cycles, Jurrien note the similarities in today’s economy to the 1940’s during World War II. The demographics are different, but there are enough similarities to pay attention. Stay tuned for this and more.

Recorded on September 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.

As summer turns to fall, many things are changing, but inflation remains directionally unchanged - stubbornly high. The August U.S. CPI numbers came in hotter than expected at 8.3%, causing further volatility in the markets the rest of the week. So, does this point to another aggressive rate hike by the Fed, and what will that mean for portfolio allocation decisions? David Tulk is today’s guest to unpack this and more. David is a portfolio manager on Fidelity’s Global Asset Allocation team who manage many funds for Canadian investors, including Fidelity Inflation-Focused Fund and the Fidelity Managed Portfolios suite. A few key topics from today’s 30-minute discussion between David and host Pamela Ritchie include a positioning update on the G.A.A. team’s funds including global allocations, specifically China. Also, a look at energy, gold, a long-term outlook for the Canadian dollar which includes looking at housing and interest rates. Additionally, David believing inflation is likely to be more persistent than what central banks and the market believes.

Recorded on September 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. We’ve seen a lot of volatile market activity of late and Denise will keep us focused on the sectors and factors making headlines. All eyes are on Fed Chair Jerome Powell after his latest commitment to raise interest rates in the fight against inflation pressures. What will higher interest rates mean for the bond market? And with energy prices down and the markets looking for relief, is crude oil the key player in solving the inflation crisis? Denise is a student of history who uses historical probability analysis when looking at the markets and today she’ll share the trends and underlying indicators investors should be monitoring to evaluate the strength of the markets.

Recorded on September 15, 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-chisholm_sept15.pdf

Portfolio manager Mark Schmehl is today’s featured guest. For Canadian investors, Mark manages Fidelity Special Situations Fund, Canadian Growth Company, and Global Innovators. We caught up with Mark on September 13, a day when the U.S. CPI announcement caused volatility in the markets. Is the current market environment ripe for stock picking? Perhaps a time to opportunistically position one's portfolio for the eventual recovery? Mark shares his thoughts on these questions and provides his perspectives on this year's equity markets and the current positioning of his portfolios. Among other topics today, with host Pamela Ritchie, Mark comments on energy, financials, the state of innovation, when is or was the bottom of the market, and how he is shifting from defence to offence. Mark shares that now is the time for him to look for opportunities he wants to own for the next cycle.

Recorded on September 13, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-schmehl-sept-13-22.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.

The topic of retirement and retirement savings is ever-present in the minds of Canadians. It can be complex, and Inflation makes things more complicated. But today we hope to ease some concerns and help you stay on track, with this shorter 15-minute episode featuring Michelle Munro, Director of Tax and Retirement Research. With host Quinn Flaherty, Manager of Editorial Content, Michelle unpacks the savings journey to retirement, key risks to retirement income and how a financial advisor is an invaluable resource in retirement planning.

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.

Jurrien Timmer, Director of Global Macro, joins us again for his global macro and markets update. In today’s discussion, recorded on Monday September 12 ahead of the U.S. CPI numbers released on Tuesday, Jurrien draws some parallels between today’s market and 1994. He notes that in ’94 the market was not able to bottom until the Fed was done tightening – and the current narrative is that the Fed is not done tightening. Also today with host Pamela Ritchie, Jurrien unpacks how in a traditional 60/40 portfolio, the 40 is the most interesting place to be right now and it looks like the 60 is still going to be at risk for a little while longer.

Recorded on September 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.

Bobby Barnes, Head of Quantitative Index Solutions, is here with us today to discuss how factor investing can help investors find calm in the chaos, and which factors fit best in today’s market cycle. As U.S. equity markets are anticipating a 75-basis point rate hike by the Federal Reserve, Bobby notes that allocations to momentum and quality factors should give you participation if the market is rising, but at the same time can offer good downside protection. Bobby also shares how his work has found that the low vol factor historically performs well in both late cycle and in recessionary environments. Also today, with host Pamela Ritchie, Bobby reflects on housing affordability, where we are in the market cycle, and touts the benefits of knowing ones investment strategy and risk tolerance to not get caught up reacting to short-term market movements.

Recorded on September 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.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-barnes-sept9.pdf

Veteran fixed income portfolio manager Jeff Moore is today’s guest. For Canadian investors, Jeff is involved with many Fidelity Canada funds, including Fidelity Multi-Sector Bond Fund, Global Bond Fund, U.S. Monthly Income and NorthStar Balanced. With the Bank of Canada announcing a 75-basis point rate hike, there are now questions surrounding how other central banks will follow, and what affect this will have amongst investors. The bond market has had an extremely volatile year, but is it now at a buying level? And what could the U.S. CPI print tell us about where bonds and yields are headed in the months ahead? Jeff and host Pamela Ritchie unpack all of this and more today.

Recorded on September 8, 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-moore-sept8.pdf

In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, host Étienne Jonas-Bouchard welcomes Ghislain Maillet, District Vice President at Fidelity Investments Canada. The objective of this episode is to get some refreshing perspectives on the Canadian ETF industry, and its evolution over time from the eyes of a seasoned industry expert. Étienne and Ghislain explore questions such as, when was the true rise of ETFs in Canada, what are some of the main use cases for ETFs in advisor and investor portfolios, how do you balance active and passive exposure and many more.

Recorded on September 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.