FidelityConnects

Scott Mensi, institutional portfolio manager, joins us today to break down the opportunities in high-income markets, from floating rate debt to U.S. high yield, amidst surging inflation in Canada, the U.S., and globally. The Bank of Canada has raised their key interest rate by fifty basis points, to one per cent. South of the border, treasury yields have hit three-year highs on the backs of their highest inflation print since 1981, and further supply chain woes as China enters another lockdown. With host Pamela Ritchie, Scott shares that credit markets are healthy because of what has happened over the past two years, and that credit markets are signalling that credit risk is not the main story. Stay tuned for more.

Recorded on April 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.

We’re pleased to welcome back Tom Stevenson to the show. Tom is an Investment Director with Fidelity International, based out of London. Today we ask how investors should position themselves amidst global market volatility and stagflation? We’re seeing European Markets experiencing volatility due to a U.S. investment firm selling its stakes in two of Germany’s biggest banks, and inflation continues to loom over investors as Russia’s invasion of Ukraine continues. Closer to home, U.S. CPI data for the month of March rose to 8.5 per cent compared to one year ago. Tom makes sense of it all for us today, with host Pamela Ritchie.

Recorded on April 12, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_stevenson_apr12.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.

In this episode of the Fidelity ETF Exchange, powered by FidelityConnects, co-hosts Étienne Joncas Bouchard and Himesh Patel sit down to recap notable trends and headlines in the Canadian ETF Industry for Q1 2022, including the Canadian ETF industry attracting 13.9 billion dollars in net flows through the first three months of the year. Key topics of discussion for today include the rational behind strong inflows into Energy sector ETFs, a continued interest in Dividend and Value factor ETFs among investors, a slowdown in ESG themed ETFs as well as an outlook for the remainder of the year.

Recorded on April 11, 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 is a big topic of discussion right now as everyday more people are entering these immersive virtual worlds. Virtual reality overall, including these worlds and spaces like the meteaverse is a continually developing technology emerging within our economic and social landscapes. But how could these new worlds affect we how interact with others and ourselves, and what does it all mean for our well-being? We’re pleased to feature a very special guest today, Dr. Anna Lomanowska, cyberpsychologist and founder of the Digital Well-being Lab, who joins host Nicole Correale.

Recorded on April 7, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-theupside-lomanowska-april7.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.

The cost of capital is reacting to the Fed’s hawkish tone with treasury yields, corporate yields, and mortgage rates all up significantly since September 2021. But a disconnect between the discount rate and the earnings yield could result in a reverse wealth effect. We’re joined by Fidelity’s Director of Global Macro, Jurrien Timmer, to discuss what all of this means and to make sense of the current market environment using historical analogs. Per usual, Jurrien has a few charts so please head to @TimmerFidelity to follow along.

Recorded on April 11, 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.

Geopolitics and monetary policy aimed at combatting surging inflation has been dominating headlines of late – prompting investors to re-evaluate their positions amid increased volatility and changing market dynamics. Here at home, we wonder what the outlook is for various sectors like financials and energy. Joining us on today’s episode to help us avoid the clutter and keep us focused on what matters is Andrew Marchese, Fidelity Canada Chief Investment Officer and Portfolio Manager. As CIO, Andrew leads a team of portfolio managers, analysts, traders, and other investment professionals. And today with host Pamela Ritchie, Andrew shares his views on the markets - which includes noting that quantitative tightening and monetary policy will be major themes in 2022, and that as the economic cycle matures, high quality stocks, from a balance sheet and a business model perspective, tend to get rewarded.

Recorded on April 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.

We’re joined today by Catherine Yeung, Hong Kong based Investment Director with Fidelity International. Catherine works closely with Portfolio Manager Jing Ning of Fidelity China Fund. From semiconductors and electronics to financials and auto manufacturing, Shanghai is a global economic powerhouse, a hub for many multinational companies, and the world's busiest shipping port. But recently, the city has faced a spike in COVID cases that has led to a complete lockdown of its over 25 million residents - China's largest since the pandemic began. This lockdown could have widespread implications for the world's second largest economy, with consumer spending down and short-term supply chain disruptions rippling through the country. Catherine shares her perspectives today with host Pamela Ritchie on what investors need to know about investing in China in the current economic environment. Additionally, Catherine and Pamela discuss China’s zero-COVID strategy, geopolitical considerations, and where she’s seeing opportunities in the country in the months ahead.

Recorded on April 5, 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, Director of Quantitative Market Strategy, joins us again for another instalment of her frequent sector and factor watch. The recent inversion of the U.S. yield curve has investors on edge, as traditionally a recession or economic slowdown follows yield curve inversions. But, what is it signalling this time? Denise unpacks this today with host Pamela Ritchie, in addition to her usual look at sectors and factors making news in today’s markets. Housing is also discussed today, which is a major topic that is always on the minds of Canadians and Americans.

Recorded on April 5, 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 inflation continuing to ripple through the economy, investors have increasingly been looking to position their portfolios for income and capital appreciation, and one strategy that has been gaining traction is dividend investing. We’re joined today by Don Newman, a veteran portfolio manager at Fidelity Investments Canada, who is also Director of Research, managing an ever growing team of Equity Research Analysts. For Canadian investors, Don manages Fidelity Dividend Plus Fund, as well as the equities subportfolio on several funds including Fidelity Monthly Income Fund. Don and host Pamela Ritchie discuss how have dividends performed throughout this inflationary period, and why investors may consider dividends as part of their portfolios. Additionally, Don shares his thoughts on utilities, financials and energy.

Recorded on April 5, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_newman_apr5.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.

The 2022 federal budget was tabled on Thursday April 7. From action on housing affordability to new taxes, there is a range of measures that will impact the economy and the markets, as well as financial advisors and investors. So what do you need to know? And what are the main themes that Fidelity’s experts are focusing on? Here to share their insights and analysis is Peter Bowen, VP, Tax and Retirement Research, Michelle Munro, Director, Tax and Retirement Research, David Tulk, Portfolio Manager on Fidelity’s global asset allocation team, and Andrew Clee, VP of Product. The panel breaks down the budget with host Pamela Ritchie, with particularly attention to items that affect financial advisors and their clients. This discussion was originally presented as a live webcast, with the panel also taking questions from the audience.

Recorded on April 8, 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.