FidelityConnects

Renewables, oil and gas are the topic of the day, with Joe Overdevest and Thomas Goldthorpe joining host Pamela Ritchie. Joe is Director of Research and Portfolio Manager of Fidelity Global Natural Resources Fund, and Thomas is an Equity Research Analyst. The war in Ukraine has highlighted the importance of energy security, particularly for countries who depend on Russia. With higher energy prices prompting consumers and industries to look at more sustainable alternatives, we’ve also seen accelerated demand in the renewable energy market. Joe and Thomas will offer their expert insights today, discuss the implications of rising interest rates on energy markets, and dive into the near and long-term factors impacting renewables, oil and gas in this current environment.

Recorded on April 27, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_overdevest_goldthorpe_apr27.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.

Director of Quantitative Market Strategy, Denise Chisholm, joins us again today for her sector and factor watch, to provide her insights on the latest data she’s watching. With much of the world learning to adapt and live with COVID-19, the reopening trade continues to gain momentum as consumers become more comfortable with dining in restaurants and travelling on airplanes. However, March’s consumer price index revealed that inflation is at a 40-year high, which likely comes as no surprise to consumers who have seen a steady increase in the cost of various goods and services. Denise and host Pamela Ritchie are with us to unpack what the current inflationary environment means for consumer discretionary, and how is the looming threat of a recession affecting consumer confidence?

Recorded on April 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.

We are excited to announce the launch of a new podcast to the Fidelity Canada lineup: Invested in Wellness with our very own Jessie Sarafian. Jessie is a long-time member of our corporate events team, and is a certified yoga instructor. You may know her from her Invested in Wellness Monday live webcast series, and we’ve now launched a podcast version of her show. Jessie joins us today to take us through a 2-minute stretching and breathing exercise you can do from your chair, and to highlight what’s coming up in her first few episodes. We’ve released the first three episodes as a batch, with new episodes to be released weekly. This includes an upcoming episode with special guest Bailey Parnell, founder of SafeSocial and named one of Canada’s top 100 most powerful women, to discuss social media’s impact on mental health. We hope you’ll join us and subscribe to Invested in Wellness on your podcast platform of choice.

Invested in Wellness is the newest addition to our podcast lineup that includes our flagship FidelityConnects podcast, our French DialoguesFidelity podcast, and our post-secondary student focused FidelityNext 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.

To help us make sense of the latest market developments, we’re joined by Fidelity’s Director of Global Macro, Jurrien Timmer. We’re continuing to see market volatility amidst fears about a global economic slowdown, prompted by high inflation, rising interest rates, and concerns about the world’s second largest economy. Chinese stocks recently suffered their worst selloff in more than two years as the country remains steadfast in its zero-Covid strategy, even as cases continue to increase in major cities. On the monetary policy front, pressure is mounting on central banks to control inflation as the prospects of a looming recession become more palpable. So, with much urgency and uncertainty dominating the markets, what do investors need to know about navigating this environment? Jurrien unpacks this and more today with host Pamela Ritchie. Jurrien also looks at anticipated future moves by the Fed, and comments on the current earnings season. Per usual, Jurrien has a few charts to share so please head to @TimmerFidelity on Twitter to follow along.

Recorded on April 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.

To discuss her approach to ESG investing we’re joined by portfolio manager Anna Lester. For Canadian investors, Anna manages Fidelity Sustainable World ETF alongside her colleagues Max Kaufmann and Shashi Naik, and today will explore how the fund is positioned for 2022. The war in Ukraine continues to have widespread economic implications for companies around the world, though perhaps none have been feeling the effects more than those operating in Russia. When it comes to ESG, it’s become clear that consumers and investors alike expect not only companies to maintain high standards, but also the countries in which they operate. Anna will unpack this and more today with host Pamela Ritchie, as well as how is ESG evolving, and what do global standards created by the SEC and other governing bodies mean for investors? This discussion was initially presented as a live webcast on Earth Day, with Anna also taking questions from the webcast audience.

Recorded on April 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.

With climate change-related disruptions continuing to change the behaviours of governments and citizens alike, the energy transition to low carbon solutions like nuclear, hydro, solar, and wind is gaining momentum. Joining the show today to look at climate leadership is portfolio manager Hugo Lavallée. For Canadian investors, Hugo manages Fidelity Canadian Opportunities Fund, Fidelity Greater Canada Fund, and Fidelity Climate Leadership Fund which was launched in May 2021. Hugo discusses how he is positioning his funds, how he views ESG, and how it all intersects with climate leadership and his contrarian approach to investing in 2022.

Recorded on April 21, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_lavallee_apr21.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.

Many investors are exploring the growing number of ESG investment solutions available to them in the marketplace. The options can be overwhelming, and for those looking to include sustainable investments in their portfolios, greenwashing continues to be a major concern. To discuss the ins and outs of how he evaluates investment opportunities with an ESG lens, we’re joined by Matt Egerton, analyst and portfolio manager. Matt and host Pamela Ritchie discuss what the regulatory landscape in North America and beyond means for ESG, and also how companies disclose information. Matt also touches on what engagement and accountability look like within Fidelity’s sustainable investing approach and screening process. This includes using a new ESG rating system called Version Two, launched recently at the end of March. Matt notes there are over 3,000 issuers now rated by Fidelity’s analysts in that system.

Recorded on April 20, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_egerton_apr20.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.

With inflation at a 40 year high and more interest rate hikes to come, consumers are feeling the pinch as the cost of gas, groceries and housing continue to skyrocket as we’ve seen in recent months. Here at home, unsustainable household debt is also a major issue plaguing Canadian families, and the cost of servicing this debt only continues to rise. Joining us today to unpack what all of this means from an investment perspective is Ilan Kolet, Institutional Portfolio Manager on Fidelity’s Global Asset Allocation team. Ilan shares how the GAA team is responding to the current economic and monetary policy environment within their multi-asset class funds. This includes their funds being overweight to commodity producers. Ilan also reflects on where we are in the cycle, and looks at the Canadian housing market.

Recorded on April 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.

Director of Global Macro, Jurrien Timmer, joins us again today for his global macro and markets update. Today’s show was recorded on Monday April 18, during a week of major first quarter earnings results that investors are paying close attention to. With host Pamela Ritchie, Jurrien looks at how markets and their underlying dynamics are responding to the Federal Reserve having pivoted to a more aggressive tightening stance. Also today, Jurrien shares that equity has downward pressure whereas bond has a downside protection. So if you haven’t rebalanced your 60/40 portfolio for a while, it may be worth considering.

Recorded on April 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.

Surrounding a slew of economic data released recently, both here in Canada, and in the U.S., questions around how the central banks will fight inflation and how to navigate high yield curves have been top of mind with advisors and investors. Joining host Pamela Ritchie to unpack the data and more is Denise Chisholm, Director of Quantitative Market Strategy. Denise joins us regularly to look at historical data, and provide insights on sectors and factors you need to pay attention to.

Recorded on April 14, 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.