FidelityConnects

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.

On June 15th, the Federal Reserve hiked its key benchmark interest rate by 75 basis points - the highest rate hike since 1994. Stocks immediately rallied following the announcement, as the aggressive hike signalled an inflation slow-down, which could ultimately end fears of a recession. But then, markets were drastically in the red the next day, which is when host Pamela Ritchie spoke with today’s guest, Ilan Kolet. Ilan is an Institutional Portfolio Manager on Fidelity’s Global Asset Allocation Team, and unpacks what this rate hike means from an investment perspective, what might be coming next from the Federal Reserve, and what else is happening globally. Ilan believes the reports and data are showing that inflation will be stubbornly elevated for a while, and reminds us of three questions to ask when understanding inflation: What’s happening? Why should we care? And what are we doing about it? Additionally, Ilan comments on supply chains, housing, and why transparency from central banks is important, among other topics.

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.

Nos invités d’aujourd’hui, Maxime Lemieux et Nicolas Bellemare, partageront leur point de vue sur les conditions actuelles du marché. M. Lemieux, en provenance de Montréal, s’est joint à Fidelity en tant qu’analyse de recherche sur les actions en 1996. Il est présentement le gestionnaire de portefeuille du Fonds Fidelity Frontière Nord. Notre deuxième invité, M. Bellemare est présentement analyste de recherche sur les actions, et situé à Toronto. L’animateur Charles Danis et ses invités M. Lemieux et M. Bellemare sont le trio parfait pour aborder le secteur des placements actuel, tant sur le plan canadien que mondial, étant donné les fluctuations quotidiennes du marché. L’inflation, la hausse des taux, le prix du pétrole, les gains et des sujets connexes continuent de faire la une des journaux. M. Lemieux et M. Bellemare nous aideront à faire fi du bruit et à démystifier les grands titres.

Date : 7 juin 2022

Transcription : https://www.fidelity.ca/content/dam/fidelity/fr/documents/transcripts/transcript-webcast-lemieux-bellemare-june7-2022-f.pdf

Nous avons récemment lancé une chaine de baladodiffusions distincte pour notre contenu en français. Auparavant, nous présentions des entrevues en français sur notre site de baladodiffusions en anglais « FidelityConnects ». Abonnez-vous directement à « DialoguesFidelity » pour avoir accès à notre répertoire de baladodiffusions en français.

How should investors look to prepare and diversify their assets over the long term in what could be a more hawkish environment? Perhaps global small caps may be an answer. We're joined today by Portfolio Manager Shah Badkoubei, who manages Fidelity Global Small Cap Fund, and Institutional Portfolio Manager Nick Horn, who supports this strategy.  Shah and Nick take us through their investment thesis and look at the case for global small caps. Fidelity Global Small Cap Fund has a risk-managed, bottom-up investment approach and the fund is supported by a team of 13 small-cap analysts with combined 200 years of experience. Today, Shah and Nick also discuss the current inflationary and recessionary concerns with host Pamela Ritchie and note they view each company in the portfolio from a fundamental standpoint. They’ll also share some global themes currently in focus, including the devaluation of the Japanese Yen, and emerging markets taking producer market share and supply chains from China.

Recorded on June 10, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelitycompass_badkoubei_horn_june10.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.

Markets have continued to be volatile after an 8.6% U.S. C.P.I. print, which was a 40-year high. Today to unpack this and more is Jurrien Timmer, Director of Global Macro, who joins us for his weekly look at the markets. In addition to the big focus on inflation, the U.S. Federal Reserve and movement in North American markets, Jurrien also shares with host Pamela Ritchie that we’re seeing some issues in Europe with the spread between Italian bonds and German bonds widen. Today, Jurrien also looks at the U.S. dollar, volatility in Bitcoin and crypto, the upcoming second quarter earnings season, and more. Please reference @TimmerFidelity on Twitter for Jurrien’s charts.

Recorded on June 13, 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.

In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, host Étienne Joncas Bouchard and guest Andrei Bruno, Director ETF Capital Markets at Fidelity Canada, sat down to discuss the intricacies of the ETF vehicle. ETFs have played an important role in the portfolios of Canadian investors for more than 20 years, yet there still remain some misconceptions and misunderstandings about their structure. Notable topics discussed include the main differences between ETFs vs. Mutual Funds, the role of the market maker, and best practices for trading ETFs.

Recorded on June 9, 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.

Denise Chisholm, Fidelity’s Director of Quantitative Market Strategy is back again to share her unique insights and perspectives on the sectors to watch in global markets right now. Denise and host Pamela Ritchie also explore the climbing U.S. 10-Year Yield, the softening U.S. labour market as indicated by a higher-than-expected Initial Jobless Claims report, as well as the big topic of inflation, wages, energy and commodities, and more!

Recorded on June 9, 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 we set our sights on factor investing with Bobby Barnes, Head of Quantitative Index Solutions. Bobby will reflect on which factors could be a fit for you in today’s market cycle and see how factor investing can help investors find calm in the chaos. The energy sector has been a strong performer during 2022’s market volatility, but can this run last into the second half of 2022? Also, what’s next for consumer discretionary? Bobby shares with host Pamela Ritchie that consumer spending is still strong, but there has been a shift in disposable income. Among other topics today, Bobby and Pamela also touch on commodities, the automobile industry, metaverse stocks, and how China’s reopening could affect inflation globally.

Recorded on June 8, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_webcast_fidelityconnects_barnes_june8.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.

Today we’re thrilled to again feature Matt Twigg, senior manager and lead researcher at Fidelity Labs, based out of Tokyo, Japan. Matt again joins Colin Randall, Fidelity Canada Director of Research, for a discussion on the metaverse, focusing on key considerations for investors. Despite market volatility of late, companies continue to invest heavily in developing these new virtual worlds, including new social, economic, and governance structures within them. That leads to big questions such as who gets a say in how these worlds are created, how they should be governed, and how is the economic value produced and accessed? Matt and Colin look at these questions and more, including what key trends we should be watching for going forward, the concept of centralized vs. decentralized, digital identity, digital twins, and the economic implications of the metaverse. Matt and Colin’s first episode was released on May 30 if you’re interested in also listening to that one.

Recorded on June 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.

Joining us on today’s show is Catherine Yeung, Investment Director at Fidelity International, based in Hong Kong. We recently saw Shanghai lift its two-month lockdown, opening up the city to more than 25 million of its residents. But then just one day later - 2 million residents were placed under lockdown again after being deemed a “high risk” neighbourhood for covid by the government. We’ll hear from Catherine today about how she feels that investors are bearish on China despite these persistent lockdowns, with the consumer story as the key driver for economic growth. Catherine also notes that the biggest risk in Asia right now is global inflation. She also explains to host Pamela Ritchie how China is currently taking reflationary measures that put them one cycle ahead of the rest of the central banks around the world.

Recorded on June 3, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_yeung_june3.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.