FidelityConnects

Today we’re bringing you an engaging discussion featuring portfolio manager Ramona Persaud and director of quantitative market strategy Denise Chisholm, joining host Pat Bolland. This conversation was recorded during Fidelity Canada’s Focus 2022 event in Boston. Both Ramona and Denise should be familiar names to our podcast audience. Denise is responsible for researching Fidelity’s portfolio construction strategies, which then is a resource for Fidelity’s portfolio managers. Ramona manages several dividend-focused portfolios and maintains attention on downside protection and delivering strong risk-adjusted returns. We’ll hear their thoughts on the market environment and business cycle, as well as finding alpha from top-down to bottom-up. Also, some more information on how Denise’s use of historical probability provides insights to the portfolio managers on what may be coming ahead.

Recorded on July 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. 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.

Institutional portfolio manager Abhijeet Singh joins us today for a look at key drivers and regions in focus in emerging markets. Abhi works alongside portfolio manager Sam Polyak on Fidelity Emerging Markets Fund, and today provides a fund update with host Pamela Ritchie. Abhi will comment on the affect a strong US dollar has on emerging markets, thoughts on the upcoming election in Brazil, as well as sharing areas of interest currently within China, India, and other regions. Another interesting topic Abhi unpacks is what areas could transition from frontier to emerging and emerging to developed within the next few decades. He notes South Korea for example is currently classified as developed by FTSE but not by MSCI.

Recorded on July 28, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-singh-july28.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.

What does a rising rate environment mean for bond investors, and is now the time for them to consider leveraged loans? Today we catch up with portfolio manager Michael Plage for a look at the fixed-income market landscape. We caught up with Michael on the morning of July 27th, the day of the U.S. Federal Reserve announcement. Markets traded in positive territory in anticipation of the rate announcement on the backs of strong earnings from tech leaders in this current earnings season. Michael shares that the upcoming CPI Print on August 10th is important, believing a double-digit number means the Fed isn’t slowing but 7-8%, and the market will read as Fed is almost done. So in addition to unpacking Fed moves and an overall look at the market landscape with host Pamela Ritchie, Michael also provides an update on positioning in the several fixed income funds he is involved with for Canadian investors.

Recorded on July 27, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-plage-july27.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.

Oil is in focus today with equity research analyst Thomas Goldthorpe. This is a timely topic as the European Union recently agreed to cut their natural gas use to prepare for further supply cuts or even a full cut-off from Russia. Thomas also looks at what is happening closer to home and what role Canada could play in this. So what’s on the horizon for oil, gas, and renewables? A few highlights Thomas shares today include noting we are going to see demand rationing which generally requires higher prices, and this could create issues in both Canada and the U.S. Also, how wind, solar and nuclear energy comes into the discussion, and how ESG and carbon capture continues to be a big story.

Recorded on July 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. 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’re looking at how veteran Portfolio manager Adam Kramer and Institutional portfolio manager Scott Mensi balance income and risk within their funds. For Canadian investors, Adam manages Fidelity Tactical High Income Fund and Fidelity Strategic Income Fund. As Adam explains, he runs a flexible mandate to invest across the full spectrum of income-oriented asset classes, and with Tactical High Income, the team is rounded out by Ford O’Neil and Ramona Persaud to offer a diversified income solution that can offer the potential for enhanced yield. Scott looks at the traditional changing leadership and dispersion among asset classes, and how the asset classes within the fund change as well. Today’s discussion was recorded at Fidelity Canada’s recent Focus 2022 event in Boston. Please note, two slides were displayed to the in-person audience.

Recorded on July 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. 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.

We’re joined today by Bobby Barnes, Head of Quant Index Solutions, and Kevin Robertson, Quantitative Analyst. Bobby provides a brief background of quantitative analysis and investing at Fidelity and how quant investing led to the launch of factor ETFs. The main focus of today’s discussion is centered around the metaverse – a virtual world with real opportunities. Kevin explains to host Pat Bolland how this “more immersive version of the internet” is demonstrating the progression of augmented and virtual reality, and also reflects on centralized vs. de-centralized, NFTs, among other topics. Bobby and Kevin also look at how the metaverse is investable and how it all relates to factor investing, thematic investing, and cryptocurrencies. Today’s discussion was recorded at Fidelity Canada’s recent Focus 2022 event in Boston. Please note, that a few slides were displayed to the in-person audience.

Recorded on July 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. 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 a time of steep interest rate hikes and market uncertainty, where can opportunities be found from a geographic and sector standpoint? Joining us today are members of the team behind Fidelity Global Intrinsic Value Class – portfolio managers Morgan Peck and Sam Chamovitz, and institutional portfolio manager Naveed Rahman. Morgan, Sam, and Naveed work alongside portfolio managers Joel Tillinghast and Salim Hart on Global Intrinsic Value, a fund available to Canadian investors. Today’s panel reflects on the current market environment we find ourselves in, including the big topic of inflation. Also, the current structure of their portfolio, its investment thesis, and where globally they are finding opportunities. Additionally, they’ll share some thoughts on the upcoming earnings season.

Recorded on July 21, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-peck-chamovitz-july21.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 Andrew Clee, VP, Product, sit down to recap notable trends and headlines in the Canadian ETF Industry for Q2 2022. The Canadian ETF industry saw a rare month of outflows to cap off the second quarter of the year, the first in three years as investors sold equities to buy bonds. Total year-to-date flows remain strong at $16.9B as of end of June. Key topics also covered today include the resurgence of flows in fixed-income ETFs, the impact of interest rate hikes on the Canadian ETF industry, as well as a recap of equity factor performance.

Recorded on July 20, 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.

Joining us again to provide his insights on what’s making news in the markets this week is Jurrien Timmer, Director of Global Macro. Today, Jurrien shares with host Pamela Ritchie that when and if there is a recession is based on much more than just GDP growth. In addition to the big recession question, Jurrien also looks at earnings estimates, valuation, moves by the U.S. Federal Reserve, and commodities, among other topics. Per usual Jurrien’s perspectives are supported by his charts and graphs. Please head to @TimmerFidelity to follow along.

Recorded on July 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. 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.

We’re shining a spotlight on emerging markets investing and the Fidelity Emerging Markets Fund, managed by today’s guests Sam Polyak, portfolio manager, and Abhijeet Singh, institutional portfolio manager. It’s been a tough year so far for investing in emerging markets, as Sam shares why off the top of the show. Despite this, many individual investors, funds, and institutions are increasingly looking at emerging markets. Fidelity Emerging Markets Fund, managed by Sam and available for Canadian investors, is a concentrated fund with a strong focus on active management and leveraging Fidelity’s proprietary global research network to identify opportunities within these developing nations with fast-growing economies.

Recorded on July 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. 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.