FidelityConnects

Today we’re focusing on digital assets, ETFs and the metaverse. Vivian Hsu, Director of Production Innovation, and Meghan Chen, Digital Assets Strategist, join host Gord Thomson, VP Regional Sales for Western Canada. Meghan shares her thoughts on the Metaverse - how these immersive worlds have grown, where it’s going, and how it is investable. Meghan notes she looks at four key areas of opportunity: digital infrastructure, content, economy and interface. Aside from gaming and socializing, some other areas of opportunity include remote working, education, and shopping. Vivian details the launch of the Fidelity Total Metaverse Index ETF and ETF fund, as well as the overall Fidelity Canada ETF lineup, including the All-In-One ETF suite. Vivian, Meghan and Gord also discuss ESG trends, regulation in the metaverse and cryptocurrencies. Also, cryptocurrency adoption, how bitcoin may fit into a traditional 60/40 portfolio and Meghan addresses common questions and criticisms.

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

Looking for more insights? Vivian is hosting a Reddit AMA (Ask Me Anything) event on September 8 from 12:00 pm - 2:30 pm EST. All are welcome to stop by and ask their questions about markets and investing: reddit.com/r/fidelitycanada

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.

Tom Stevenson, Investment Director at Fidelity International, is back on FidelityConnects today. A new report out of the Office for National Statistics reported that during the height of the COVID-19 pandemic in 2020, U.K. GDP shrank to 11% - a number not seen in over 300 years. Though their economy bounced back to pre-pandemic size late last year, inflation is running hot at 10.1% in July, and as Tom notes today, is projected to hit its highest level in nearly 50 years next year at 18.6%. With the ongoing energy crisis in Europe, global droughts, and a summer rally that is appearing to fade, what is next for equity markets? Tom joins host Pamela Ritchie today to unpack all of this and more, including U.K. labour supply shortages fueling high prices for goods like food, a hawkish Bank of England monetary policy driving a decline in demand for the UK hosting, and how the U.K. economy appears to be in better shape than continental Europe.

Recorded on August 23, 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.

In October 2020, Fidelity Investments Canada launched a series of liquid alternative funds. Many liquid alternative funds seek returns that are less correlated with traditional asset classes, by using additional investment strategies such as short selling, borrowing or derivatives. This can widen the scope of opportunities available to investors beyond long-only investing. On a recent podcast, we heard from portfolio manager Dan Dupont, who manages Fidelity Global Value Long/Short Fund. Today we hear from two portfolio managers who both started at Fidelity in 2008 as analysts. We’ll hear from Brett Dley, manager of Fidelity Market Neutral Alternative Fund, and Dave Way, manager of Fidelity Long/Short Alternative Fund. Leading the discussion is Rory Poole, Alternative Strategist. Among other topics, Brett and Dave share their thoughts on the current market environment, as well as some details on their individual investment approaches and their respective funds' strategy.

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.

Jurrien Timmer, Director of Global Macro, joins us again for a macro and markets update sharing his perspectives and thoughts on what may be ahead. Jurrien notes how since the June lows we’ve retraced half of the equity markets declines. But now we’re at a crossroads as bear market rallies historically never retrace more than half of a decline. Jurrien also looks at what might be next from the U.S. Federal Reserve, sharing the expectation is for rates to rise to 3.5% then ease back to 2.5%. Also today Jurrien looks at supply chains, inflation, the yield curve, and fixed income in today’s market environment including the health and validity behind the traditional 60/40 portfolio.

Recorded on August 22, 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.

Veteran Fidelity portfolio manager Dan Dupont shares what the term “aggressive patience” means to him, and lessons learned while investing across his 20+ year career. Dan also provides an update on his funds. For Canadian investors, he manages Fidelity Canadian Large Cap, Global Value Long/Short, is a co-portfolio manager on NorthStar and is an underlying fund manager on several funds.

Dan notes how he sticks to his deep-value process through the various stages of the market cycle, reflects on the market activity seen this year, and shares some perspectives on what’s to come.

Recorded on August 16th, 2022, 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.

Denise Chisholm, Director of Quantitative Market Strategy, joins us again today to share her perspectives on the markets, and the sectors you need to pay attention to right now. Investors are paying close attention to what the inverted yield curve says about the trajectory of the economy. Denise unpacks this today with host Kathryn Black, Director of Sales Enablement, noting that when looking at history, in hindsight a yield curve inversion does predict a recession. But, that recession has historically happened between 6 months to 4 years from the inversion. Also discussed today are geopolitics, bond markets, the economic cycle being driven by bank lending, and the topic of consumer sentiment. Denise also looks at various sectors including a big focus right now on energy, financials, and consumer discretionary.

Recorded on August 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.

Technology and health care harmoniously go hand in hand. Without the proper medical devices, many life-saving medical procedures could not be performed. And since the covid-19 pandemic, a modern merger of these two sectors - telehealth - has flourished. But with telehealth comes cloud computing, and cyber security - the latter being of focus by tech companies this year as Russia’s war in Ukraine has caused an increase in ransomware attacks. Max Adelson, equity research analyst, joins us today to unpack what’s driving the health care and tech sectors, and shares key trends and opportunities he’s focusing on looking ahead.

Recorded on August 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-adelson-aug4.pdf

Major U.S. markets have came off recent lows and the debate on where we are at in the cycle seems to be shifting. On today’s show, ETF strategist Etienne Joncas-Bouchard shares that it feels like we’re in a late-cycle environment and he’ll note which factors he is paying attention to for the current market environment. With host Quinn Flaherty, Manager Editorial Content, Etienne notes that investing in quality right now versus investing in value has a higher probability of a positive outcome, based on this market environment in the past. Among other topics, Etienne also provides an update on the Fidelity All-in-One ETFs. For more from Etienne, please check out his podcast episodes “The Fidelity ETF Exchange”, posted monthly within this FidelityConnects channel. Recent episodes include a Q2 2022 recap, and a look at overall portfolio construction.

Recorded on August 16, 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_etiennejb-aug16.pdf

We’re joined today by Catherine Yeung, Investment Director with Fidelity International, who is based in Hong Kong. As overall growth in China has slowed, what is on the horizon? What should investors brace for over the next few months, and how can they make the most of their investments in the world’s second-largest economy? Catherine provides her on-the-ground perspectives today, unpacking several topics including the property market in China, the healthcare sector, policy changes, and the country's zero-COVID policy which has led to various lockdowns as well as entertainment and leisure closed.

Recorded on August 15, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-yeung-august15.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.

Matt Siddle, portfolio manager of Fidelity Europe Fund, joins us today to discuss the latest market movements in Europe, and where he is finding opportunities in the second half of 2022. Matt also provides a positioning update for his fund, and explains why European value is looking cheap right now. With host Pamela Ritchie, Matt unpacks the energy needs in Europe this winter, the health of the consumer in Europe and how this differs from country by country, thoughts on moves by central banks - specifically the Bank of England, and more. Matt believes buying a value based European equity fund is a good fit for those investors looking to diversify from North American exposure.

Recorded on August 12, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-siddle-august12.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.