FidelityConnects

Michael Plage is a portfolio manager on Fidelity’s fixed-income team, based out of Merrimack, New Hampshire, and today he joins host Pat Bolland to share his perspectives on fixed-income investing in the current market environment. For Canadian investors, Michael co-manages numerous fixed-income funds including Fidelity Multi-Sector Bond Fund, Investment Grade Total Bond, Global Core Plus Bond ETF and the fixed-income subportfolio of NorthStar Balanced.

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.

Canadian inflation for the month of June has come in at 8.1% - slightly lower than the 8.4% expected by economists. While this month’s figure does provide some relief that the acceleration hasn’t been as bad as economists were expecting, inflation is sitting above 8% for the first time since the early 1980s. So how should we interpret core inflation rising 5% from May? Today’s guest, Ilan Kolet, is here to answer that question. Ilan is an institutional portfolio manager on Fidelity’s Global Asset Allocation Team. His prior roles with Fidelity Investments (U.S.), Bloomberg, and the Bank of Canada, make him the perfect guest to analyze inflation.

Recorded on July 20, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-kolet-july20.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.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Dividend-focused portfolio manager Ramona Persaud is our guest today to unpack the role of dividends in today’s inflationary environment. U.S. inflation has accelerated at a record pace, up 9.1% in June from last year, affecting everything from everyday goods to gas, groceries, and rent. Ramona believes dividends and a higher quality portfolio matter during this confusing market period. Ramona joins host Pamela Ritchie to discuss how her funds are currently positioned, share her thoughts on what we’ve seen in markets this year, and what is on her radar for the months ahead, including a big focus on valuation.

Recorded on July 19, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-persaud-july19.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.

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 insights on the current market environment, and the sectors and factors making headlines. Specifically today, with host Pamela Ritchie, Denise reflects on the consumer, looking at consumer discretionary and staples. They also discuss utilities, financials, and health care. Denise notes health care can help play both offence and defence in a portfolio. Denise and Pamela discuss if inflation has peaked, the state of the traditional 60/40 portfolio and how the bond market looks right now.

Recorded on July 19, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-chisholm-july22.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.

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, is back with his weekly look at the markets. Today, with host Pamela Ritchie, Jurrien looks at style rotation noting that as the bear market continues, we get to a point where nothing is trading at the top half of its range. Looking at the U.S. Federal Reserve, Jurrien shares there is speculation the Fed will follow the Bank of Canada's footsteps and make an aggressive 100 basis point rate hike. And on the topic of inflation, Jurrien notes the market expects inflation to be peaking here, and we’re also seeing oil, copper, and used car prices coming down, as well as container shipping rates. Jurrien will be sharing his charts, so please use @TimmerFidelity on Twitter to follow along.

Recorded on July 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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

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 impact on their retirements. Today, Michelle Munro, Director of Tax and Retirement Research, joins the show for an informative discussion on how inflation and other risks can affect those in retirement and those planning for retirement. Michelle will be sharing these five key risks for retirement income planning with us and with host Quinn Flaherty, Manager, Editorial Content.

Recorded on July 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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Geopolitical tensions are ongoing in Europe, and inflation continues to rise. Join Ayesha Akbar, Portfolio Manager, as she shares her insights on how to navigate global markets safely. For Canadian investors, Ayesha manages Fidelity Global Asset Allocation Fund.

Recorded on July 15, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-akbar-july15.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.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Luc Froehlich, Fidelity Global Head of Digital Asset Solutions, shares his insights into blockchain and the impact it will have on the industry in 2022 and beyond. In speaking with host Colin Randall, Director Research, Luc notes we are only at the early stages of blockchain technology as we haven’t figured out all of the use cases. A key takeaway is that investors should take this opportunity to learn more about blockchain technology, while focusing on blue-chip tokens and infrastructure.

Recorded on July 13, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-froehlich-july13.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.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Portfolio Manager Sri Tella comments on the Bank of Canada’s latest interest rate decision and what it means for bond markets. Sri is based out of Fidelity’s fixed income headquarters in Merrimack, New Hampshire, and for Canadian investors is involved with 12 Fidelity funds, including Fidelity Canadian Bond Fund, Corporate Bond Fund, and the fixed income subportfolio of Fidelity Inflation-Focused Fund. A fund launched in September 2021, that aims to invest in securities collectively resilient to inflation, leveraging Fidelity’s vast global network and proprietary research.

Recorded on July 14, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_tella_july14.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.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Andrew Marchese, Fidelity Canada Chief Investment Officer, and Portfolio Manager, discusses the latest on various Canadian sectors, such as financials and energy, and how to invest safely in today’s turbulent economic landscape.

Recorded on July 12, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-marchese-july-12.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.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.