FidelityConnects

Alors que la situation géopolitique devient de plus en plus préoccupante, les gestionnaires de portefeuille Hugo Lavallée et Patrice Quirion discutent des répercussions des événements sur leur approche de placement et leurs portefeuilles. M. Quirion explique qu’il est un investisseur anticonformiste et qu’il peut tirer son épingle du jeu sur les marchés même lors des périodes d’incertitude. M. Lavallée, quant à lui, traite des prix du pétrole et du gaz qui ne cessent d’augmenter et de la structure du Fonds Leadership climatique dans cette conjoncture. Il décrit également les caractéristiques des sociétés dans lesquelles il investit à l’heure actuelle. En compagnie de l’hôte Charles Danis, les deux gestionnaires évoquent les événements historiques dont ils ont été témoins sur les marchés et les leçons qu’ils ont tirées pour faire face aux crises mondiales comme celle que nous vivons présentement.

Date : 24 février 2022

Fixed income portfolio managers Jeff Moore and Michael Plage are today’s guests, to discuss the strategy behind their new fund, Fidelity Tactical Credit Fund, as well as the benefits gained by investing across capital structure – using tools such as asset allocation, security selection, duration management, and yield curve positioning. Jeff and Mike also detail how it is important to be tactical currently, what may be coming next from the U.S. Federal Reserve and international central banks, what areas for investment are attractive to them currently, and their overall thoughts on the fixed income markets both in the U.S. and globally.

Recorded on February 15, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_moore_plage_fidelityconnects_feb15.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, joins us again for his weekly global macro and markets update. Jurrien explains that all eyes are on the Federal Reserve in the U.S. as they debate causing a recession by tightening for inflation, or if it will tolerate higher inflation to keep the economy from contracting. Also today Jurrien looks at earnings growth expectations, gold, bitcoin, and the Russia-Ukraine conflict. Although, please note the recording date outlined below. Jurrien shares that usually geopolitical events don’t impact global markets too much, but the energy component of this conflict is the big variable.

Recorded on February 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.

Denise Chisholm, Director of Quantitative Market Strategy, provides another instalment of her update focusing on the sectors and factors you need to be aware of in today’s market environment. Inflation and interest rates continue to be a big story and Denise is a big believer in historical probability. She notes that history will help us understand whether the markets prefer growth with a hawkish Fed, or, slower or no growth but with an accommodative Fed. Denise shares her thesis that inflation might have more headwind this year than last year and if inflation decelerates, real wages might be very stable.

Recorded on February 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’re joined by Vivian Hsu, Director ETFs and Alternatives, and Meghan Chen, Digital Assets Strategist, for part two of our look at the Metaverse, focusing on what it is and why are companies investing in it. Expanding on part one’s discussion, Vivian and Meghan look at the centralized vs. decentralized elements of the Metaverse, both now and what may come in the future. Also, what are the hardware and infrastructure requirements to enter the Metaverse, who is building the Metaverse, and possible regulation in the Metaverse.

Recorded on February 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.

Joining the show today for an insightful discussion on everything ETFs is Etienne Joncas-Bouchard, ETF Strategist. You may know Etienne from his ETF Exchange podcast series, and today he’ll be joining host Pamela Ritchie to outline the benefits of investing in ETFs, debunk common ETF questions and concerns, and look at the Fidelity Investments Canada ETF lineup. This includes several factor focused ETFs, and Etienne outlines the diversification benefits of the Fidelity All-In-One ETF offering.

Recorded on February 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.

Whether you are saving for your next vacation or your retirement, the power of investing in dividend stocks can help you reach your savings goals. A key theme throughout this most recent quarterly earnings season has been reports of dividend growth and a rise in dividend payouts to shareholders. Ramona Persaud, portfolio manager of Fidelity U.S. Dividend Fund, joins us today to discuss her individual investment approach, and highlight the benefits of investing in a dividend strategy, which can provide relative security of high quality companies and a steady income during inflationary times. Ramona reflects on the current market and interest rate cycle, noting how she’s adapted during this transition. She’ll also focus on different sectors including energy and financials, and touch on investing in both the U.S. and globally. In addition to managing Fidelity U.S. Dividend Fund, Ramona is a subportfolio manager on Fidelity Global Dividend Fund and Fidelity Global Monthly Income Fund.

Recorded on February 15, 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, joins the show today to walk us through the benefits of multi-asset funds and touch on the ETF product lineup at Fidelity Canada. Vivian highlights how multi-asset class funds, including the Fidelity All-In-One ETFs, are strategically diversified and can provide more of a broad market exposure. As we’ve seen market volatility of late, being well diversified across asset classes is more important than ever. Vivian looks at product flows, ESG, crypto, inflation, and the funds investing internationally vs. just in North America.

Recorded on February 10, 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.

Back again for his market outlook is Fidelity’s Director of Global Macro, Jurrien Timmer. In today’s show, Jurrien draws parallels between 1994 and what we’re currently seeing for U.S. rate hikes. Many rate hikes are now being expected for 2022. Interest rates and inflation are the main focus of this week’s show, and Jurrien has been doing a lot of research on the topic. He has a few charts to share, so please head to @TimmerFidelity on Twitter to follow along.

Recorded on February 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.

So, what is the Metaverse, and why are companies investing in it? That’s the question we’ll answer today with Andrew Clee, VP Product, and Meghan Chen, Digital Assets Strategist. Andrew and Meghan explain how the Metaverse is not a video game. It’s a massively scaled virtual 3D reality that is infinite, with users interacting, and being able to make transactions, game, shop, attend concerts and more. Andrew and Meghan look at why both users and companies are interested, where is the money in the Metaverse, and where it will grow from here. Part two of this discussion will be released soon - subscribe to not miss it!

Recorded on February 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.