FidelityConnects

In this episode, we will be joined by Bailey Parnell, founder, and researcher at #SafeSocial, for a discussion on social media’s impact on mental health. How is this activity we spend so much time doing actually affecting how we think and feel? We will explore the factors in social media that create an environment in which mental health issues can arise and learn how to improve our experience online. Bailey Parnell is the CEO of SkillsCamp, a soft skills training company, the founder and a researcher at #SafeSocial, a TEDx speaker, and one of Canada’s Top 100 Most Powerful Women. Today’s podcast is hosted by Jessie Sarafian, corporate program & event manager, certified yoga instructor, and host of our Invested in Wellness webcast and podcast.

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.

What’s happening with the big topic of inflation? What’s on the horizon for energy and other sectors, and how can history guide us for what may come next? Denise Chisholm, Director of Quantitative Market Strategy, is with us again today to answer these questions and provide her sector and factor perspectives. Eyes continue to be on both Fed Chair Jerome Powell and President Biden as inflation and gas prices continue to soar in the U.S. Denise believes that rising CPI has been largely driven by the housing market and also that headlines are making the inflation problem seem worse than it truly is, and that the market might be pricing in too many rate hikes. Stay tuned.

Recorded on June 23, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_chisholm_june23.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 is Meghan Chen, Digital Assets Strategist, to help make sense of bitcoin and digital assets. Meghan joins host Colin Randall, Director, Research, to break down what bitcoin is, how investors buy and hold it, and how to navigate its current market environment. Meghan and Colin also debunk common myths and discuss how digital assets go beyond bitcoin. They will unpack the decline we’ve seen so far in 2022 and why investors should take a long-term view, including how some governments and institutions have invested in bitcoin. Also discussed today is blockchain as an emerging technology.

Recorded on June 23, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_chen_june23.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 is Portfolio Manager of Fidelity True North Fund, Max Lemieux. As Canada’s CPI print for the month of May came in at a record 7.7%, we wonder how this rising rate environment may be the same or different from other cycles. Will this CPI print affect the Bank of Canada’s rate hike next month? Also, ultimately, what does this mean when it comes to investing in Canadian equities and commodities?  Today, Max highlights that debt-wise, Canada is in good shape relative to other Western countries. Looking at his fund, Max notes that he continues to focus on companies that have a good balance sheet long-term and are well managed and profitable. Max also unpacks if there could be a correction for some commodities in the future, and provides his outlook for Canadian markets looking ahead.

Recorded on June 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. 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 to share his local perspectives on trends in the United Kingdom and Europe overall is Tom Stevenson, Investment Director, based in London. We saw European markets in positive territory following positive global sentiment from the European Central Bank announcing it will be taking a firm stance on tackling inflation. Today, Tom provides his perspectives on the rising cost of living in the UK, also noting that inflation is expected to reach double-digits later this year. Tom also unpacks how earnings are key to where the market moves next.

Recorded on June 21, 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.

Markets continue to be mixed as central banks grow more hawkish and investors worry over economic growth. Today with Jurrien Timmer, Director of Global Macro, we look at what is on the horizon and pose the question if we are officially in bear market territory? And if so, what does that mean for valuations, earnings, and your portfolio? Jurrien notes today that during inflationary periods, earnings tend to hold up because companies are selling into the nominal economy, not the real economy. Also, reflecting on secular market trends, Jurrien shares that cyclical markets can last 15-20 years, and currently, we are 13 years into a secular bull market. Per usual Jurrien shares some slides so head to @TimmerFidelity on Twitter to follow along.

Recorded on June 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.

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

On today’s show, ETF strategist Etienne Joncas-Bouchard joins host Quinn Flaherty, Research and Thought Leadership Manager, for a look at the ins and outs of ETF investing. Etienne and Quinn break it down to the basics today looking at ETFs (exchange-traded funds), what makes them different from other investment products, and what makes one ETF different from another. They will also touch on the latest market trends and the current investing landscape, as well as Fidelity’s range of ETF products, including the Fidelity All-in-One ETFs lineup. For more in-depth content from Etienne, you can check out his monthly podcast “The Fidelity ETF Exchange”, a regular series within this FidelityConnects podcast.

Recorded on June 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. 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.

On today’s episode, we’re putting financials, insurance, and real estate in focus with Reetu Kumra, analyst and portfolio manager, and Nicolas Bellemare, equity research analyst. Inflation and rising rates are the new normal as we’ve seen central banks around the world raising their key interest rates as these heightened inflation levels continue to shock global economies. The U.S. Federal Reserve, the Bank of England, and even Switzerland raised their key interest rates by 75, 25, and 50 basis points, respectively. Reetu and Nic will unpack what opportunities and risks there are for the Financial sector. Also, when it comes to housing, how do these higher interest rates impact resell volumes and mortgages. Reetu and Nic discuss how this has been one of the quickest cycles in recent history, as we’ve seen record monetary easing turning into rapid rate rises in just a few years. Finally, they look at commercial real estate, the long-term adoption of bitcoin, innovation in banking, and sharing the advantages of the Fidelity research resources.

Recorded on June 17, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_kumra_bellemare_june17.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.

On today’s episode, we’re putting natural resources front and center with Joe Overdevest and Darren Lekkerkerker, portfolio managers of Fidelity Global Natural Resources Fund. You may know Darren from managing Fidelity North American Equity Class, and as equities sub-portfolio manager of Canadian Balanced Fund. Joe manages funds for institutional clients, and is Director of Research, overseeing a team of equity research analysts. It’s quite fitting that this discussion was recorded during a recent event held in Calgary, Alberta, with Joe and Darren speaking with Gord Thomson, VP of Regional Sales for Western Canada, and also taking questions from the live advisor audience. Today Joe and Darren discuss recent trips and meetings with company management, they share their thoughts on various commodities in today’s market environment and look at the current big story of inflation, among other topics. Also, Darren and Joe reflect on how their fund is currently positioned - including the mix of large, mid, and small-cap companies, and why they take a concentrated approach.

Recorded on June 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.

Today’s guest needs little introduction. We’re pleased to welcome Portfolio Manager Will Danoff to the show today. Will has headed Fidelity Contrafund, one of the largest actively-managed mutual funds in the United States by assets, since 1990. For Canadian investors, Will manages Fidelity Insights Class, and co-manages Global Growth and Value Class alongside Joel Tillinghast. Will shares his views on today’s volatile markets, including what he is hearing from company management of late. Will notes that now is the time to focus on the fundamentals, and, simply knowing what you own and why you own it.

Recorded on June 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.

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