FidelityConnects

Jurrien Timmer, Director of Global Macro is back with us today to provide his macro and markets update. After strong equity market rallies in the last two months, we’ve seen some red this week. Will recent news surrounding slowing growth and a key interest rate cut in China cause any lasting implications in North American markets? More importantly perhaps will it impact how the Fed handles their interest rate moves in September? Jurrien breaks down these hot topics and more alongside host Pamela Ritchie. Per usual Jurrien will be sharing his charts so please head to @TimmerFidelity on Twitter to follow along.

Recorded on August 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.

Veteran portfolio manager Steve DuFour joins us today, manager of the concentrated Fidelity U.S. Focused Stock Fund, for Canadian investors. 2022 has been a turbulent year in equity markets and Steve shares with us today where he is currently finding opportunities using his rigorous stock-picking process, and he notes the key to his process is focusing on relative earnings growth during this time of bearish economic outlook. Today with host Pamela Ritchie, Steve also reflects on the energy sector, e-commerce payment companies vs. the traditional payments companies, and healthcare, among other topics. One interesting note on healthcare is Steve sharing that healthcare in the U.S. is moving towards small and personalized medicine for small subsets of the population.

Recorded on August 11, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-dufour-august11.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.

With the highest inflation rate we have seen in decades, Canadians are concerned about the rising cost of living and its impact on their retirements. Today’s episode is part two of a look at five key risks for retirement income planning, featuring Michelle Munro, Director, Tax and Retirement Research. Whether you are in retirement, nearing retirement, or planning for future retirement needs, today’s episode will definitely be of interest. In case you missed it, part one was posted on July 21, 2022.

Recorded on August 10, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-theupside-munro-august10.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.

What is the right asset allocation approach in the current market environment? Where are the investment opportunities in the Canadian and U.S. markets in the coming months? To answer these questions and more we’re joined today by portfolio managers David Wolf and David Tulk of Fidelity’s Global Asset Allocation Team, who join host Pamela Ritchie. Today David and David look at where we are in the business cycle, and if inflation is more structurally entrenched than markets are accounting for. Also what’s behind the up/down markets we’ve seen this year, and what could be next from central banks.

Recorded on August 10, 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 pleased to welcome Kelly Lannan back to the show for an informative discussion on the financial habits of Gen Z and Millennial investors. Kelly is Senior Vice President, Emerging Customers, with Fidelity Investments based out of Boston. This year we’ve seen the global trend “The Great Resignation” in North America. But Millennials aren’t just re-thinking their career moves, they are also making the shift to re-prioritize longer term financial strategies. So are how are the younger generations investing? And how much are investment decisions impacted by life-stages rather than more linear by age as was more common with other generations? Kelly joins host Pamela Ritchie today to answer these questions. Please note that in today’s discussion Kelly references studies completed by Fidelity Investments in the United States, as well as some products, apps, services, and marketing initiatives applicable to the U.S.

Recorded on August 8, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-lannan-aug19-22.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.

Fidelity Global Real Estate Fund portfolio manager Steve Buller joins us today. U.S CPI data for the month of July has come in at 8.5%. We now wonder if this downward pressure on CPI indicates a more dovish call from the Federal Reserve in September. Steve looks at how this could impact commercial real estate and the REIT market globally. Additionally, Steve shares the real estate trends he is following, and touches on his fund’s positioning and investment strategy.

Recorded on August 10, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-buller-august10.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.

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.

Joe Overdevest joins us on today’s podcast. Joe is the director of research and portfolio manager at Fidelity Canada. For Canadian investors, Joe co-manages Fidelity Global Natural Resource Fund, as well as private pools, strategies for institutional clients, sub-portfolio manager on Canadian Asset Allocation Fund, and equities sub-portfolio manager on Fidelity Inflation-Focused Fund, a fund launched in September 2021 that aims to invest in securities collectively resilient to inflation. As director of research, Joe oversees a team of equity research analysts who focus on specific sectors, providing research and analysis to portfolio managers. Today Joe looks ahead to autumn 2022 and trends in both Canadian and global markets. Joe reflects on different sectors and how rising rates and inflation may affect markets in the coming months.

Recorded on August 9, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-overdevest-august9.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.

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.

On today’s podcast, host Pamela Ritchie is joined by two members of Fidelity Canada’s equity research team – analysts Robert Reynolds and Claire Fleming. The equity research analysts focus on specific sectors, providing research and analysis to portfolio managers. Today we’re shining a spotlight on the industrials and materials sectors, breaking down what’s shaping those sectors currently, and what is on Robert and Claire’s radars in the second half of 2022.

Recorded on August 3, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-reynolds-fleming-august3.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.

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 welcome back Tom Stevenson, Investment Director at Fidelity International, based out of London. In speaking with host Pamela Richie, Tom provides us with his up-to-date outlook on global markets amidst the market volatility and high inflation we’ve seen of late. Diversification continues to be important during times of crisis, and Tom shares what he is seeing on the ground in London, and observations on global markets.

Recorded on August 2, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-stevenson-august02.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.

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 this episode of the Fidelity ETF Exchange - powered by FidelityConnects, host Étienne Joncas Bouchard and guest Cameron Chamberlain sat down to discuss everything portfolio construction. Cameron is a Portfolio Strategist at Fidelity Investments Canada. He joined the podcast to discuss how advisors and investors can improve the diversification of their portfolio. With 2022 shaping up to be one of the most challenging years of the past decade from an asset allocation perspective, the panel explored how to manage interest rate vs. credit risk, how to combine various investment factors, as well as what are some of the potential risks we are facing on a go forward basis.

Recorded on July 28, 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.

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.