FidelityConnects

On today’s show, we welcome Matt Twigg, senior manager and lead researcher at Fidelity Labs, based out of Tokyo. Matt joins Colin Randall, Fidelity Canada Director of Research, for an engaging discussion on the metaverse. The metaverse has captured headlines in recent months, but research shows that there are widely divergent opinions among investors about what the metaverse is, what it isn’t, as well what opportunities and challenges it may bring in the coming years. Investors have questions – social, technological, and even environmental questions. Matt is with us today to answer these questions and demystify the metaverse. Matt shares that in the next 5-10 years, VR gear will become commonplace similar to what phones are for us today. Also, the metaverse is not limited to gaming. It has become an economy and source of income for those affected by the pandemic or unable to physically work. But, technology must improve and costs decrease before a fully immersive Metaverse experience can be a consumer product.

Recorded on May 19, 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 many investors are concerned about rate hikes, our guest today believes it’s just as important to focus on the pull-back of quantitative easing. Joining us today to discuss what is on his radar in today’s market environment, including his outlook on inflation, is Institutional Portfolio Manager Naveed Rahman. For Canadian investors, Naveed works alongside Joel Tillinghast and the team behind Fidelity Global Intrinsic Value Class. Among other insights, we’ll hear from Naveed today on how he believes the trajectory of inflation is getting better, but transitioning from goods to services inflation. Also, how rising interest rates impact value stocks compared to growth, and where the team has trimmed and adjusted their portfolio of late.

Recorded on May 25, 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.

As markets have been green one day and in the red the next, investors can’t help but wonder if we’re in a bear market, and if so, how long might it last? To unpack this question and more we’re happy to be joined today by Jurrien Timmer, Director of Global Macro. We’ll hear from Jurrien today that he believes we’re in a valuation reset, or a growth scare, that reflects a starkly changing liquidity environment, and that it’s too early to call this a traditional typical recession bear market. Per usual, Jurrien will be sharing his charts, so please head to @TimmerFidelity on Twitter to follow along.

Recorded on May 24, 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.

En prévision du deuxième semestre de l’année, les gestionnaires de portefeuille Daniel Dupont et Patrice Quirion se joignent à l’animateur Charles Danis pour une discussion sur les marchés canadien et mondiaux, la structure de leurs portefeuilles et l’investissement en période de volatilité. MM. Dupont et Quirion discutent de la structure de leurs portefeuilles au cours des deux dernières années et se prononcent sur l’évolution favorable ou défavorable des marchés dans les mois à venir. M. Quirion explique à quel point il est important, en tant qu’investisseur à contre-courant, de s’en tenir à une stratégie, surtout au cours des six premiers mois de cette année pendant lesquels les marchés ont connu des circonstances imprévues. M. Dupont nous fait part de ses réflexions sur le secteur des services financiers au Canada et en Europe et nous explique comment la hausse des taux d’intérêt a eu des répercussions différentes de celles du passé sur les compagnies d’assurance.

Date : 10 mai 2022

The weather is finally warming up across Canada. The days are longer, the sun is shining and the flowers are blooming. But what’s the spring forecast for factors? Joining host Quinn Flaherty today are Fidelity Canada ETF Strategists Etienne Joncas-Bouchard and Himesh Patel for a look at factor investing. Given the recent market volatility, inflation concerns, and how central banks will react to inflation, this seems like an opportune time to revisit the Fidelity Canada ETF lineup and specifically the factor-based ETFs. Etienne and Himesh also share their perspectives on the current market environment, look at the performance of various factors, and look at the topics and storylines they’ll be following in the weeks and months ahead.

Recorded on May 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 2021 Environics’ Advisor Digital Experience Study.

Today we feature portfolio manager Don Newman, who manages Fidelity Dividend Plus Fund, and the equity portion of Fidelity Dividend Fund. Don and host Pamela Ritchie discuss energy, financials, and real estate. Don also shares how dividend paying stocks can help in an inflationary environment like we currently find ourselves in. This discussion was recorded during our Focus 2022 event on May 17th in Vancouver, with Don also taking questions from the live and virtual audience. Today’s 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.

Today we hear from portfolio manager Steve MacMillan. Steve is an American equities investor who has a prudent focus on downside protection – making money by not losing money, with a low-turnover, long-term approach. For Canadian investors, Steve manages Fidelity Small Cap America Fund, American Equity Fund, and co-manages Fidelity CanAm Opportunities Class alongside Mark Schmehl. Steve discusses his current outlook and portfolio positioning, shares opportunities he is seeing in 2022, and notes the importance of investing expertise in the current environment. This presentation and Q&A session was recorded during our Focus 2022 event on May 17 in Vancouver, with Steve also taking questions from the live and virtual audience with moderator Pamela Ritchie. Today’s 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.

Coming off another week of notable volatility, U.S. markets opened lower to begin the week of May 16, on weaker economic data out of China feeling concerns about global economic slowdown. With the prospect of continued volatility, inflation concerns and tightening monetary policy, what should investors be keeping an eye on? Also of note, China's lockdown-driven retail sales dropped by about 11% in April over last year marking their worst decline since March 2020. To share his latest insights and make sense of today's markets we're joined by Jurrien Timmer, Director of Global Macro. Jurrien helps us make sense of the data with his always helpful charts and graphs. Please head to @TimmerFidelity on Twitter to follow along.

Recorded on May 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.

As Shanghai plans to reopen and be zero-COVID in the near future, we pose the question if China is more investable now than a few months ago? Also, what opportunities lie ahead for investors in the Asia-Pacific markets? Portfolio manager Eileen Dibb is our guest today to discuss all of these moving parts and the overall investment thesis for her portfolios. For Canadian investors, Eileen manages Fidelity AsiaStar Fund and Fidelity Japan Fund. Eileen also provides insights about the mRNA vaccine currently being developed in China, the depreciation of the Japanese yen hurting importers but positively affecting importers, commodities, investing in Indonesia, and the rising middle-class in Asia, among other topics.

Recorded on May 13, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_dibb_may13.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.

Denise Chisholm, Director of Quantitative Market Strategy, joins us today. Inflation continues to be a major story, and Denise looks at both inflation and the connection to wages. U.S. CPI data is up from last month, and when the data was announced, markets slid and treasury yields spiked. Recessionary fears still loom, as we await the next move from the U.S. Federal Reserve. Today, Denise will unpack what investors should be focusing on, specifically looking at sectors and factors.

Recorded on May 12, 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.