FidelityConnects

Patrice Quirion, portfolio manager of Fidelity Global Concentrated Equity Fund and International Concentrated Equity Fund joins us on today’s show. Patrice is a contrarian investor who first joined Fidelity in 2005 as a research analyst. He is known for his investment style of focusing on quality at a reasonable price and disciplined security selection. We’ll hear more about this investment style today, as well as where Patrice is finding opportunities as we look towards the second half of 2022. This discussion was recorded during our recent Focus 2022 event on May 17th in Vancouver, with Patrice also taking questions from the live and virtual audience. Advisors are encouraged to watch full video replays of the event by visiting fidelity.ca or reaching out to your Fidelity representative.

Recorded on May 17, 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 podcast is portfolio manager Dan Dupont. Dan initially joined Fidelity in 2001 as a research analyst, and now manages multiple mandates including Fidelity Canadian Large Cap Fund – a value-oriented large cap strategy. Dan also co-manages Fidelity NorthStar Fund, alongside Joel Tillinghast, Sam Chamovitz, Morgen Peck and Kyle Weaver. In October 2020, Dan’s Global Value Long/Short Fund was launched, which seeks to exploit mispricing of value-oriented stocks, utilizing a combination of both long and short positions. Today Dan will share how he approaches building his portfolios, what he is currently excited about and bullish on, and how today’s macro themes may be impacting how Dan manages his portfolios. This discussion was recorded during our recent Focus 2022 event on May 17th in Vancouver, with Dan also taking questions from the live and virtual audience. Advisors are encouraged to watch full video replays of the event by visiting fidelity.ca or reaching out to your Fidelity representative.

Recorded on May 17, 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 joined by two members of Fidelity Canada’s equity research team – analysts Brendan Cochrane and Andrew Hall. We’ve now heard that the Bank of Canada has raised its key benchmark interest rate by 50 basis points, to 1.5%. They signalled that more hikes are coming and that inflation is likely to go higher before easing. Today Brendan, Andrew, and host Pamela Ritchie, look at how much these rate hikes will impact consumer discretionary spending, and in which areas of consumer discretionary and staples can investors play defence? They will also discuss how consumers currently have strong personal balance sheets from increased savings and home equity appreciation, how the devaluation in the markets pose opportunities as earnings are still strong, and the probability of a wage-price spiral.

Recorded on June 1, 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 metaverse has become an increasingly hot topic in recent years. Given that it may be the next iteration of virtual experience, it has the potential to offer a significant investment opportunity. Fidelity Canada recently launched Fidelity Total Metaverse Index ETF and ETF Fund – which invests in companies expected to drive the construction and enablement of the metaverse experience, including exposure to digital payments and crypto related companies that are expected to drive the digital economy. On today’s podcast we welcome a panel of experts to talk about this innovative new product, the implications of geopolitics, crypto regulation, and broader ETF opportunities as we look ahead to the remainder of 2022. Host Pamela Ritchie is joined by Vivian Hsu, Director, Product Innovation, Meghan Chen, Digital Assets Strategist, and Reetu Kumra, Portfolio Manager and Analyst. This discussion was recorded during our recent Focus 2022 event on May 17th in Vancouver, with the panel also taking questions from the live and virtual audience. Advisors are encouraged to watch full video replays of the event by visiting fidelity.ca or reaching out to your Fidelity representative.

Recorded on May 17, 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.

Fidelity’s Global Asset Allocation team manages over eighty billion dollars for Canadian investors. On today’s podcast, host Pamela Ritchie welcomes portfolio managers David Wolf and David Tulk, and institutional portfolio manager Ilan Kolet. The panel discusses how they’re positioning their various funds against today’s inflationary backdrop, shares the investment approach of their funds, and introduce a newly launched fund to the lineup. This discussion was recorded during our recent Focus 2022 event on May 17th in Vancouver, with the GAA team also taking questions from the live and virtual audience. This podcast may be of interest to both investors and financial advisors. Advisors are encouraged to watch full video replays of the event by visiting fidelity.ca or reaching out to your Fidelity representative.

Recorded on May 17, 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.

While U.S. inflation seems to have peaked in April, gasoline and food prices remain at elevated levels. Joining us today to discuss his latest thoughts on inflation, the Fed, and much more is Fidelity’s Director of Global Macro, Jurrien Timmer. With host Pamela Ritchie, Jurrien looks at this weeks meeting between President Biden, Fed Reserve Chair Jerome Powell, and Treasury Secretary Janet Yellen. He touches on how stagflation could cushion the blow for a while and prevent a recession in the U.S. Also, what it means that share buybacks are running at a very robust rate. Per usual, Jurrien has a few charts to share so please head to @TimmerFidelity on Twitter to follow along.

Recorded on May 31, 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.

Dave Way, portfolio manager of Fidelity Long/Short Alternative Fund, is featured on today’s episode. Dave who first joined Fidelity in 2008, demonstrated a track record of identifying sell-rated stocks, making him a perfect fit for Long/Short Alternative Fund, launched in October 2020. Dave joins host Pamela Ritchie today and we’ll find out where he finds the ideas to support this long/short strategy, and how current events may be impacting his portfolio and approach. This discussion was recorded during our recent Focus 2022 event on May 17th in Vancouver, with Dave also taking questions from the live and virtual audience. This podcast may be of interest to both investors and financial advisors. Advisors are encouraged to watch full video replays of the event by visiting fidelity.ca or reaching out to your Fidelity representative.

Recorded on May 17, 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.

Through all of the recent market volatility, one sector that has remained relatively unchanged globally is healthcare, and a rise in the aging population could be a tailwind for the sector. Joining us today is portfolio manager Alex Gold. Alex has been on the show a few times before and it’s always a pleasure to get his perspectives. Alex is based out of London and manages Fidelity Global Health Care Fund. Today with host Pamela Ritchie, Alex shares his insights on the global healthcare sector. We’ll find out why he deems it “defensive growth”.

Recorded on May 27, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_gold_may27.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.

Despite persistent global inflation and recessionary fears, today’s guest says there is one tell-tale sign that a recession is not imminent - and it all lies with the banks. Today, host Pamela Ritchie sits down with Director of Quantitative Market Strategy, Denise Chisholm, to discuss which areas of the market she believes investors should focus on, including her outlook for energy. Denise also touches on the other sectors and factors you need to be paying attention to right now.

Recorded on May 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.

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

Today we feature portfolio manager Hugo Lavallée on the show. For Canadian investors, Hugo manages Fidelity Greater Canada Fund, Canadian Opportunities, and Climate Leadership Fund. Hugo is largely known for his contrarian investment style, and today alongside host Pamela Ritchie, we’re going to find out where he is finding opportunities amidst the recent market volatility, and specifically what opportunities he thinks Canada has to offer. This discussion was recorded during our recent Focus 2022 event on May 17th in Vancouver, with Hugo also taking questions from the live and virtual advisor audience. This podcast may be of interest to both investors and financial advisors. Advisors are encouraged to watch full video replays of the event by visiting fidelity.ca or reaching out to your Fidelity representative.

Recorded on May 17, 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.