FidelityConnects

Rising inflation continues to be top of mind for investors. Joining us today to look at how dividends can be used to hedge against inflation is portfolio manager Ramona Persaud. For Canadian investors, Ramona manages Fidelity U.S. Dividend Fund, as well as private pools, and sub-portfolio manager on several funds including U.S. Monthly Income Fund, and Global Dividend Fund. Ramona is a Fidelity veteran, who focuses not just on a fund’s ultimate destination, but also on the quality of the journey – that journey being lower volatility, and the destination being strong risk-adjusted returns over a full market cycle. With host Pamela Ritchie today, Ramona also shares how her funds are positioned for the current market environment, and what may be coming up in the months ahead.

Recorded on May 10, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_persaud_may10.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.

Jurrien Timmer, Director of Global Macro is with us today for his global macro update and markets outlook. Today, Jurrien shares that the bond market is caught in the crossfire of the actions taken by the Fed to achieve its goals, and the 10-year yield has moved up quite a lot lately. Also, looking at the recent earnings cycle with host Pamela Ritchie, Jurrien explains that the earnings cycle has been robust, and the economy is decelerating but still growing. Per usual, Jurrien will be sharing some charts so please head to @TimmerFidelity on Twitter to follow along.

Recorded on May 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.

Portfolio manager Steve Buller joins the show today. For Canadian investors, Steve manages Fidelity Global Real Estate Fund, and today he’ll dive into where he is finding opportunities in the current market environment. The real estate landscape is always changing, especially of late in this elevated inflationary environment. So what trends are Steve paying attention to, and how is his portfolio positioned accordingly? And what does he see in the months ahead for the real estate sector? Steve answers these questions and more today with host Pamela Ritchie.Recorded on May 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.

Portfolio manager David Tulk joins us today, as we’ve experienced some recent uncertainty in the markets. With host Pamela Ritchie, David speaks on a wide range of topics including global asset allocation, the U.S. Federal Reserve and Bank of Canada, as well as the Fidelity Managed Portfolios suite, and inflation. Inflation continues to be top of mind, and David shares insights on the current positioning and outlook for the Fidelity Managed Portfolios, amid rising inflation and interest rates. David and the G.A.A. team manage many multi-asset funds for Canadian investors, including the aforementioned Fidelity Managed Portfolios suite of funds, and Fidelity Inflation Focused Fund - which was launched in September 2021 and aims to invest in securities collectively resilient to inflation.

Recorded on May 5, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_tulk_may5.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.

We’re joined today by portfolio manager Darren Lekkerkerker for a focus on North American equities. Darren shares today he has a positive outlook for Canada and the U.S., but what is the right balance for investors wanting to focus on North America? For Canadian investors, Darren manages Fidelity North American Equity Class, co-manages Fidelity Global Natural Resources Fund alongside Joe Overdevest, and is also the equities sub-portfolio manager for Canadian Balanced Fund, among others. With host Pamela Ritchie, Darren shares his thoughts on the current macro environment and notes how uncertainty and volatility can lead to opportunities. He comments on the current positioning of his portfolio in the second quarter of 2022, including sharing thoughts on commodities, waste management companies, and railroads – companies that traditionally have performed well in inflationary environments. Darren also touches on his investment approach which focuses on quality companies that trade at reasonable valuations.Recorded on May 4, 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.

Portfolio manager Mark Schmehl focuses on innovative and disruptive companies in today’s rapidly changing world. Mark joins us today to explore the market themes he is watching and comment on how he has adopted his portfolios for the current market environment, as well as prepping his portfolios for what’s to come in the rest of 2022. For Canadian investors, Mark manages Fidelity Special Situations Fund, Canadian Growth Company Fund, and Global Innovators Class. Today, Mark draws comparisons between the current market environment to both 2000 and 2007, and shares lessons learned from past times of volatility and experiencing this part of the market cycle. Among other topics, with host Pamela Ritchie, Mark touches on his barbell investment strategy, noting he is currently favouring resources – with defensive plays as well. This discussion was first presented as a webcast with Mark also fielding questions from the live audience.

Recorded on May 3, 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 welcomed Eric Balchunas to the show. Eric Balchunas is a Senior ETF Analyst at Bloomberg Intelligence. He is also the author of the newly printed book The Bogle Effect. This unique episode of the Fidelity ETF Exchange is a deep dive into some of the most notable trends in the ETF Industry (Canada and U.S. alike), as identified and described by our guest. Some of the key topics discussed include the shift from core Beta/Passive exposure to high active share ETFs, the rise of Cryptocurrency ETFs and what the future holds for them, as well as some of the tools Bloomberg has developed that advisors and investors can use to better understand what they are buying in the ETF space.

Recorded on April 28, 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.

We’re continuing to see market volatility amidst fears about a global economic slowdown, prompted by high inflation and rising interest rates. Today we focus on what’s happening closer to home with every move, and anticipated move, by both the Bank of Canada and U.S. Federal Reserve being watched closely and discussed at length. Portfolio manager Sri Tella joins host Pamela Ritchie for a focus on bond markets, central bank policy, and key indicators to watch in the coming months. Sri is based out of Merrimack, New Hampshire, in Fidelity U.S.’s fixed-income headquarters, and for Canadian investors, Sri manages or is sub-portfolio manager on several funds, including Fidelity Canadian Bond Fund, Tactical Fixed Income Fund, Canadian Balanced Fund, and Fidelity Inflation-Focused Fund. Fidelity Inflation-Focused Fund was launched in September 2021 and aims to invest in securities collectively resilient to inflation.

Recorded on April 29, 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 for an insightful discussion on emerging markets is Amit Goel, portfolio manager with Fidelity International. Amit is based in Singapore and has over 15 years of experience covering emerging markets equities. He is a member of the Global Emerging Markets team and manages several Emerging Market strategies. Historically, emerging markets have presented strong opportunities to capture higher returns in fast-growing regions. But with ever-present challenges facing the global economy - including growing geopolitical risks, inflationary pressures, and a slowdown in China - many are wondering if this thesis still holds true. So, given that different regions have varying investment risks, how should investors approach investing in emerging markets? And how will consumers in emerging markets be affected by higher inflation and rising rates? Amit shares his insights today with host Pamela Ritchie.

Recorded on April 28, 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.

Les perturbations liées au changement climatique réorientent tout autant les comportements des gouvernements que ceux des citoyens. La transition énergétique vers des solutions à faible émission de carbone comme le nucléaire, l’hydroélectricité, le solaire et l’éolien prend de plus en plus d’ampleur. Les investisseurs, pour leur part, cherchent à profiter des opportunités créées par la tendance mondiale à la décarbonisation. De ce fait, l’invité d’aujourd’hui est particulièrement bien placé pour parler de ce domaine en pleine expansion du secteur des placements. Le gestionnaire de portefeuille Hugo Lavallée, responsable des Fonds Fidelity Leadership climatique, Fidelity Potentiel Canada et Fidelity Canada Plus sera parmi des nôtres. L’animateur Charles Danis et son invité M. Lavallée discutent de la structure de portefeuilles des fonds dont ce dernier assume la gestion, des placements ESG et comment s’articule le leadership climatique, ainsi que son approche anticonformiste en matière d’investissement.

Date : 21 avril 2022