FidelityConnects

Looking for leading analysis to better understand what’s moving the markets around the world and to be better prepared for what may be next? Joining us again for his weekly view on the markets is Fidelity’s Director of Global Macro, Jurrien Timmer. Jurrien will help us make sense of the current market environment, as we’ve seen green one day and red the next.

Recorded on July 11, 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.

Join Charlie Hebard and Michael Kim as they provide an update on Fidelity Long-Term Leaders Fund and discuss the importance in today’s environment of identifying and assessing long-term industry leaders worldwide.

Recorded on July 8, 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.

June was a volatile month as inflation reaches all-time highs and central banks scramble to cool it by raising their key interest rates. Sector Strategist Denise Chisholm brings her unique insights and perspectives on the sectors to watch in global markets. Denise is a student of history who uses historical probability analysis when looking at the markets, and today she joins us for her sector watch – highlighting the sectors, factors, and underlying indicators investors should be monitoring to evaluate the strength of the markets.

Recorded on July 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. 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.

The Bank of Canada recently released the results of their Summer business executive and consumer surveys. On inflation, the survey showed that many Canadians expect higher inflation to persist longer than previously thought. So where could investors turn, and could dividends be the place for the foreseeable future? And specifically which sectors of dividends? Joining us today to tackle this question and more, is veteran portfolio manager Don Newman. For Canadian investors Don manages Fidelity Dividend Plus Fund, and is also the underlying or subportfolio manager on other Fidelity Canada funds including Dividend Fund and Monthly Income Fund. Don is also director of research managing a team of equity research analysts on the Fidelity Canada investment team.

Recorded on July 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. 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.

Jurrien Timmer, Director of Global Macro, joins us again today, for his first third quarter 2022 appearance. The S&P 500 was down 21% for the first half of the year, which was the biggest first-half-of-the-year decline since 1970. Today with host Pamela Ritchie, Jurrien reflects on trends in bear markets of the past, as we wonder how long will this current bear market last. Also, if this is a recession or non-recession bear market. Jurrien also looks at the upcoming earnings season, and notes we’re transitioning from worrying about inflation to worrying about growth. Per usual, Jurrien will be sharing some charts so please head to @TimmerFidelity on Twitter to follow along.

Recorded on July 5, 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.

Joining us again today to provide his analysis of global markets is Tom Stevenson, Investment Director at Fidelity International, based in London. The G7 summit wrapped up last week in Germany where leaders of the world’s seven richest countries discussed a number of global issues, particularly an end to Russia’s war in Ukraine. As fears of a global recession loom, we’ve seen the price of oil slipping, and commodities such as copper are trading at a 17-month low. Among other topics today, Tom and host Pamela Ritchie look at earnings and the bond market. Also, the big topic of inflation, including if a recession is on the horizon. Tom notes that the Bank of England is expected to raise rates this month, and shares that the increase in the cost of living is hitting people hard in the UK. Wages are front and center as people are dealing with increases in the price of food, energy, and more. Tom also explains how this has led to strikes.

Recorded on July 4, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_stevenson_july4.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.

Investors remain a little on edge ahead of the second-quarter earnings season and the Fed’s handling of high inflation in the U.S. Some economists speculate a market slowdown, and we’ve seen volatile markets of late. So how can investors take advantage of this volatility? Dave Way, portfolio manager of Fidelity Long/Short Alternative Fund, joins us today to discuss his fund and the advantages of an alternative investment style, which may be effective for investors in this market environment. Today, among other topics, Dave and host Pamela Ritchie discuss the downward pressure on goods inflation and how we’re now contending with services inflation, how commodities are a very attractive asset class and tend to be the most resilient in delivering real returns to portfolios over time, and also how Dave finds his opportunities for shorting across three different categories – classic financial shorts, ESG detractors, and “hedge for long”.

Recorded on June 28, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_way_june28.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.

Paul Ma, VP, Lead Portfolio Strategist, joins the show today to explore where we are in the business cycle and see what that means for portfolio construction. June was a volatile month as inflation reaches all-time highs and central banks scramble to cool it by raising their key interest rates. Paul says “do not fear, there is something for you”, and explains today to host Pamela Ritchie that the most important horizon is the strategic long-term horizon. Paul also adds that the 60/40 portfolio has worked out well, and when looking at the business cycle we are into a late cycle, the recession is next and we don’t know exactly when. This discussion was initially presented as a live webcast, with Paul polling and taking questions from the virtual audience.

Recorded on June 27, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_ma_june27.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.

Joining us today for a discussion on U.S. equities is Tom Rollins, Institutional Portfolio Manager. Tom works alongside portfolio manager Kyle Weaver, who for Canadian investors manages Fidelity U.S. Growth Opportunities Class and co-manages NorthStar Fund. Tom notes the unprecedented level of macroeconomic cross-currents of late. Inflation and the response from the Federal Reserve, impacts on global supply chains, the war in Ukraine, and the Zero covid response in China are all affecting growth stocks in North America. Tom also shares how their fund is currently positioned and what shifts have been made in 2022. Tom reminds us they look for stocks that look cheap on a 3-7 year view of their earnings or free cash flow, and these stocks fall into 3 categories.

Recorded on June 24, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_rollins_june24.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.

Joining us today for a discussion on the metaverse is Pamela Neville, Social Product Leader at Fidelity Investments, based out of Boston. With host Pamela Ritchie, Pamela Neville looks at the adoption potential, market opportunity, and how Fidelity is positioning itself to become a leader in this new space. Today, Pamela reflects on the changes from Web 1.0, to 2.0, and 3.0., the differences between high-poly and low-poly in the Metaverse, and the logistics of purchasing land in Decentraland, among other topics. If you are interested in learning more about the Metaverse and the Fidelity Stack, please look up two videos that will be referenced in this podcast. First is “An immersive Decentraland experience” on the Fidelity Investments YouTube channel. As well as “Matthew Ball and the Metaverse Road Map”

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.