FidelityConnects

Portfolio manager Darren Lekkerkerker joins the show today. For Canadian investors, Darren manages Fidelity North American Equity Class, is co-manager of Global Natural Resources Fund and manages the equity sub-portfolio of Canadian Balanced Fund, among other mandates. Today Darren joins host Pamela Ritchie for a look at North American equities, including where he is seeing opportunities and which sectors he is bullish on for the months ahead. The Bank of Canada raised its benchmark rate to 3.25%, which means Canadian monetary policy is now in the restrictive territory – meaning the range in which the interest rate will begin to suppress economic activity. Darren mentions how September is conference season and he’s been busy with conferences and CEO meetings. Among other topics, Darren reflects on commodities including copper and fertilizer, also currencies, railroads, what he’s learned from managing during past periods of market volatility, and more.

Recorded on September 7, 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-lekkerkerker-sept7.pdf

As inflation rages on, it continues to eat away at the investment plans of many, including retirees, who are often neglected when it comes to discussing how to build an income portfolio. With the Bank of Canada announcing another interest rate hike, how can advisors guide investors, especially those nearing or in retirement, to construct a solid portfolio during a period of inflation and market uncertainty? Paul Ma, VP Lead Portfolio Strategist, joins host Pamela Ritchie to share his portfolio construction insights, including a “bucket strategy” which helps manage behavioural biases by taking advantage of the mental accounting of treating money differently depending on different needs, and timelines. Paul shares that younger people are more likely to panic in times of uncertainty and may need to reassess risk profiles and consider moderate portfolios.

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.

Russia’s invasion of Ukraine has caused an energy crisis. As a result, countries around the world have significantly changed the way they’re approaching energy. The European Union has made plans to increase its solar and wind power. Amidst this whirlwind of transition, how important is it for advisors to look at investing in renewable plays and why should they consider a fixed income approach? Today, Kris and Sajiv share how they seek to identify leaders in global decarbonization to include in Fidelity Climate Leadership Bond Fund, which includes utilizing Fidelity research analysts from across the globe. They note how this changing macro backdrop is the most challenging in decades, and also share thoughts on the expansion of EV charging stations, opportunities in South Korea, supply chains, and real estate, among other topics in today’s 30-minute discussion.

Recorded on September 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.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-atkinson-vaid-sept1.pdf

Federal Reserve Chair Jerome Powell’s hawkish remarks at the Jackson Hole Economic Symposium have raised a slew of questions around the health of the economy and where it’s heading. One area that analysts are keeping a close eye on in the midst of the news is the credit market. With higher interest rates coming, what does this mean for credit spreads? Is it possible for there to be a credit resurgence over the course of the year? Joining us today to discuss her thesis for credit, and where she sees opportunities in the markets in the months ahead is Denise Chisholm, Director of Quantitative Market Strategy. On the topic of inflation, Denise notes that unemployment and wages are not necessarily drivers of inflation and that government spending has been the bigger driver of inflation. Additionally, Denise shares her thoughts on various sectors including consumer discretionary, financials, and energy.

Recorded on August 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.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-chisholm-aug31.pdf

David Way, portfolio manager of Fidelity Long/Short Alternative Fund, is today’s guest. As investors focus on the daily market moves and wonder where rates are heading, David notes it’s important to consider how higher interest rates could affect company performance over time. Today with host Pamela Ritchie, David shares where he’s seeing opportunities, provides an update on the current positioning of Fidelity Long/Short Alternative Fund, explains how he approaches short selling and unpacks how interest rates affect the housing market.

Recorded on August 30, 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-way-aug30.pdf

Frequent guest Ilan Kolet is back with us again today. Ilan is an institutional portfolio manager on Fidelity’s Global Asset Allocation team who manage several funds for Canadian investors, including the Fidelity Managed Portfolio suite of funds. We caught up with Ilan the week after the U.S. Federal Reserve’s Jackson Hole Economic Symposium. Ilan looks at key takeaways, and unpacks what this has meant for the U.S. equity markets, and what may be next for inflation, rates, and possible recession. A few findings include hiring may slow and unemployment drifting higher in the U.S., services prices being largely determined by the labour market and wage growth, and the Fidelity Managed Portfolios continuing to hold Treasury Inflation-Protected Securities (TIPS) as inflation protection.

Recorded on August 29, 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-kolet-aug29.pdf

Sarah Hoffman, Vice President of AI and Machine Learning Research, joins host Pamela Ritchie today for a look at how artificial intelligence and machine learning is affecting investing today. Artificial Intelligence is a branch of computer science involved with the design of computers or other programmed mechanical devices having the capacity to imitate human intelligence and thought. Built-in smartphone assistants, smart cars, and even music and video streaming services that seem to recommend you the perfect playlist to listen to and film to watch, are all everyday examples of Artificial Intelligence. But there is still room for advancement. So what is next for AI? And how could we potentially use AI in the financial industry to change the way we invest and think about money? Sarah and Pamela will unpack all of this and more today.

Recorded on August 26, 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.

We’re looking at financials today, posing the question of how banks and asset managers are navigating through the current market environment. Also, where are the immediate and long-term investment opportunities across financials in North America? Analyst and portfolio manager Matt Egerton joins us to discuss the latest on the financial sector and to share his equity research findings. Matt also shares some perspectives on the U.S. Federal Reserve and Jackson Hole summit that was taking place at the time of recording.

Recorded on August 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.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-egerton-aug25.pdf

Joining us today for a look at what’s next for sustainable investing is Fidelity Sustainable World ETF portfolio manager Anna Lester, and institutional portfolio manager Mike Hagopian. Governments around the world are taking swift action to battle climate change by advancing the transition to a clean economy. Prime Minister Justin Trudeau and German Chancellor Olaf Scholz met recently and discussed several green initiatives, including a hydrogen alliance. South of the border, a new climate bill put in motion by President Biden would see about $375 billion over 10 years to encourage industry and consumers to shift from carbon-emitting to cleaner forms of energy. Anna and Mike join host Pamela Ritchie to unpack what all of this means for companies and how they operate and report. Also, what will be different in the way society approaches investing? Also today, Mike explains the strategy behind Fidelity Sustainable World ETF which is a global equity fund focusing on best-in-class ESG companies. Anna details companies in the portfolio – which are companies that are strong financially and are strong from an ESG scoring perspective.

Recorded on August 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.

Today we’ll hear from two members of Fidelity’s Global Asset Allocation team who should be familiar names to our podcast audience. This discussion was recorded at a recent live event, with host Gord Thomson joined by portfolio manager David Tulk and institutional portfolio manager Ilan Kolet, on stage in Vancouver in front of an advisor audience. David and Ilan field questions from the live audience, provide a positioning update on the several funds the team manages, and share their unique perspectives on the current market landscape.

Recorded on August 16th at Fidelity Canada’s recent Focus 2022 event in Vancouver.

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.