FidelityConnects

After four straight weeks of decline we’re still clearly seeing a lot of volatility in the markets, and there are a lot of headlines and noise to make sense of. Jurrien Timmer, Director of Global Macro, is with us today to provide his weekly update. Jurrien looks at how fears of the Ukraine-Russia conflict could slow the global economy, how commodities have been performing very well in the past weeks, and how investors are reacting to rising gas prices and crude oil cost. Please head to @TimmerFidelity on Twitter to follow along with Jurrien’s charts.

Recorded on March 7, 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 show we’re diving into energy and materials, and what short supply could mean for investors. We’re joined by Joe Overdevest, portfolio manager and director of research, and two members of his team, equity research analysts Thomas Goldthorpe and Claire Fleming. With host Pamela Ritchie, the panel looks at market trends shaping energy and materials in Canada and around the world. This includes reflecting on how the market is not used to this level of geopolitical risk, and discussing if volatility will continue as it tries to price in the risk of Russian energy supply being cut off. Joe, Thomas, and Claire also look at ESG, the reopening of travel and activities, as well as the recent high commodities prices and how this could benefit Canada’s economy.

Recorded on March 4, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_overdevest_fleming_goldthorpe_mar4.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, host Étienne Joncas-Bouchard welcomes Bobby Barnes to the show. Bobby is Head of Quantitative Index Solutions at Fidelity Investments, based out of Boston. Etienne and Bobby discuss equity markets from a factor perspective. Some of the key topics discussed include a review of where we are in the market and economic cycle, the strength in commodities and which factors to look for to get exposure, and how to use factor ETFs to diversify the equity sleeve of a portfolio.

Recorded on March 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.

Preparing and saving for retirement is always on the minds of Canadians. Whether you are in retirement, are approaching retirement, or are early in your career and retirement is decades away – having a plan and working with a financial advisor can help you feel better prepared for retirement. But how do you then withdraw your retirement nest egg in a tax-efficient manner? Michelle Munro, Director, Tax and Retirement Research, is today’s guest to first look at the accumulation stage of an investor, and offer some guidance on what to consider when then withdrawing investments in retirement. In today’s conversation with host Quinn Flaherty, Michelle also notes some key risks to watch out for and shares some helpful statistics.

Recorded on March 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.

Today we’re delighted to bring you a special episode for International Women’s Day. Diana Godfrey, SVP, Human Resources, hosts an executive women’s panel of six very prestigious senior leaders who represent different areas at Fidelity Investments Canada. The panel includes Paige Wadden, CCO & VP Risk Oversight, Kelly Creelman, SVP Products, Reetu Kumra, Analyst & Portfolio Manager, Mengting Li, Manager, Finance & Data Analytics, Najma Pilgrim, VP Human Resources & Inclusion, and Violeta Dikanovic, VP Corporate Initiatives & Emerging Technology. The panel discusses their roles at Fidelity, their best and worst career decisions, and the challenges they face when filling a role at Fidelity. They also expand on how Fidelity values culture and how you can have a successful career at Fidelity. As women in leadership, they understand that their paths can be different from men and explain how they rise up in an industry that is mostly male dominated.

This discussion was initially featured in the 4th annual Fidelity NextGen Women’s Summit - a conference to provide the next generation of female leaders with an opportunity to hear from leading thinkers, inspirational women, and successful professionals from various areas at Fidelity.

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 for another instalment of her sector and factor watch. Today’s show focuses on a few key themes: the steep rise in energy prices, inflation, recessionary risks, interest rates, and wage spikes. Looking at the U.S. Federal Reserve and rates, Denise shares that when the Fed raises interest rates, the yield curve compresses and then we ultimately end up contracting, which is not where we are yet. Denise also explains we’ve seen three successive shocks that suggest de-globalization may be happening. Those three shocks were tariffs, the pandemic, and geo-political risk. Per usual Denise also shares which sectors and factors to pay attention too. One key area is the financial sector which Denise shares is still interesting given the risk/reward factors affecting the market.

Recorded on March 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.

Today we’re looking at global markets with Naveed Rahman, Institutional Portfolio Manager. Naveed is on the team behind Fidelity Global Intrinsic Value Class, which includes portfolio managers Joel Tillinghast, Salim Hart, Morgen Peck and Sam Chamovitz. Fidelity Global Intrinsic Value Class focuses on companies undervalued by the market and that have the potential for long-term capital appreciation. Today Naveed provides an update on the fund with host Pamela Ritchie, and also notes the fund doesn’t necessarily have a mandate to be a low beta downside risk portfolio, but it is a happy impact. Naveed also shares his thoughts on the crisis in Ukraine, noting the market had a very defined direction prior to the Ukraine crisis. That direction was the markets being focused on what the central banks would do to combat high inflation.

Recorded on March 2, 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.

Jurrien Timmer, Director of Global Macro, joins us again today for his weekly market outlook and global macro update. In today’s interview, Jurrien reflects on the markets trying to put a floor to the recent drawdowns, as well as looking at data surrounding corrections over the last 100 years. Among other topics, Jurrien and host Pamela Ritchie also look at earnings, potential moves by the U.S. Federal Reserve, the yield curve, and the U.S. dollar. Please head to @TimmerFidelity on Twitter to follow along with Jurrien's charts.

Recorded on February 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.

Vivian Hsu, Director ETFs and Alternatives, and Meghan Chen, Digital Assets Strategist, share a discussion on what’s behind the rise of NFTs (non-fungible tokens), including how they work and what they could mean for the investment world. Whether it’s digital art, videos, or even GIFs being sold for millions of dollars, NFTs have captured the world’s attention. Among other topics, Vivian shares that there were over $20B of NFT sales in 2021. Meghan looks at the history of NFTs, and also how musicians specifically are utilizing this new technology to provide exclusive offerings to their fans. Also, if you’re interested, we recently released two episodes diving into the Metaverse – what it is, and why it is attracting so much investment attention.

Recorded on February 23, 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 Eileen Dibb joins us today, to unpack the latest developments across the Asia-Pacific region, and to discuss how she’s currently positioning Fidelity AsiaStar Fund and Fidelity Japan Fund. Eileen notes that China remains a high potential region regardless of the COVID-zero policy that’s resulting in one of the most restrictive lockdowns in the world. She shares that sectors such as ESG and EVs showing a lot of potential. Eileen also discusses inflation in Asia-Pacific, the internet sector, opportunities in Japan and opportunities in India, including detailing how India could benefit from geopolitical issues between China and the U.S.

Recorded on February 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.