On Wednesday January 22, Fidelity Investments Canada hosted VISION 2025 Toronto, a full-day event connecting Fidelity’s portfolio managers and experts with thousands of advisors joining both in-person and virtually across the country. For today’s podcast we’re bringing you the second session of the day, featuring Neil Constable, Head of Quantitative Research and Investments. Neil speaks with moderator Glen Davidson about his career path, trends and quantitative research and how his large team operates, and introduces new Fidelity Canada products launching on January 28.

Advisors can watch full video replays of the event and qualify for CE Credits. Please visit fidelity.ca or reach out to your wholesaler for more information.

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. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

On Wednesday January 22, Fidelity Investments Canada hosted VISION 2025 Toronto, a full-day event connecting Fidelity’s portfolio managers and experts with thousands of advisors joining both in-person and virtually across the country. For today’s podcast we’re bringing you an audio replay of the first session of the day, featuring Fidelity’s Global Asset Allocation team – David Wolf, David Tulk, and Ilan Kolet. Ilan moderates the session.

Advisors can watch full video replays of the event and qualify for CE Credits. Please visit fidelity.ca or reach out to your wholesaler for more information.

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. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

Earlier this week, on President Trump’s first day in office, U.S. equity markets advanced at the open. Investors will be watching Trump’s trade policy and other key pieces of his agenda, along with a few major earnings reports this week. So how are today's guests navigating the current market environment? Joining the show today to unpack where they’re finding growth opportunities in 2025 are Fidelity U.S. Growth Opportunities class Portfolio Managers Kyle Weaver and Rebecca Baker.

Recorded on January 21, 2025.

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. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

President Donald Trump has been sworn in as the 47th President. All eyes are on markets this week to see how they react to a new President, and his policies. Joining the show today to set you up for the exciting trading week ahead is Fidelity Director of Global Macro, Jurrien Timmer.

Recorded on January 20, 2025.

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. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

Donald Trump’s return to office is creating a buzz in the alternatives marketplace. The theme of deregulation within alts could offer more opportunity for the retail investor to gain exposure to private assets. How might policy changes impact alternative investments? And who are the key players in the private equity and credit space? Joining the show today to discuss the opportunities among alternative investments and the range of products Fidelity offers in the marketplace is Alternative Investment Strategist, Brendan Sims.

Recorded on January 17, 2025.

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. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

U.S. stocks surged last week, driven by strong bank earnings and softer-than-expected core inflation data. The Dow Jones, S&P and the NASDAQ Composite all ended higher, posting their biggest daily gains in over two months. Might this momentum continue? And why does today's guest say he’s optimistic on Canada? Joining the show today to discuss where we are in the business cycle and what that means for portfolio construction ideas is Fidelity U.S. Vice President and Lead Portfolio Strategist, Paul Ma.

Recorded on January 16, 2025.

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. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

2025 has kicked off on a high note. Just last week, Fidelity Canada proudly announced that the Fidelity All-In-One Balanced ETF has crossed the $2 billion dollar mark in AUM. And thanks to you, FidelityConnects was ranked the number one podcast in the 2024 Environics’ Advisor Digital Experience Study for the fourth year in a row. This year, we’re committed to bringing you even more timely market insights and innovative products. How is Fidelity Canada actively contributing to the success of its advisors? And what new products are on the horizon for you to explore? Joining the show today for a look at how Fidelity is here to support you this year is Fidelity Vice President of Product, Andrew Clee.

Recorded on January 15, 2025.

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. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

North American equity markets opened in the green at the start of this week, with mining and tech stocks lifting the TSX composite. As investors assess the potential impact of President-elect Trump’s proposed trade policies, the spotlight is on natural resources. How is Fidelity navigating these trade uncertainties? And where is today's guest finding opportunities in today’s market environment? Joining the show today to unpack all this and more is Fidelity Global Natural Resources Portfolio Manager Joe Overdevest.

Recorded on January 14, 2025.

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. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

Friday’s employment data confirms that the U.S. economy remains strong and the labor market remains tight. Today's guest says this allows less room, if any, for the Fed to cut rates. Market expectations now suggest the Fed may be done easing, signally a potentially more hawkish stance. How might rising yields and a stronger U.S. dollar shape financial conditions moving forward? And what does he expect to be an ongoing theme for 2025? Joining the show today to unpack the macro themes on his radar, and to set you up for the trading week ahead, is Fidelity Director of Global Macro, Jurrien Timmer.

Recorded on January 13, 2025.

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. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

The latest jobs report out of the U.S. this morning has dwindled the hopes of a rate cut by the Federal Reserve later this month. And with strong jobs data out of Canada, the big question is, might the Bank of Canada hold too? How is the rate story impacting insurance and real estate sectors? And where is today's guest finding investment opportunities in today’s market environment? Joining the show today to unpack the latest trends and opportunities in Canada’s insurance and real estate sectors is Equity Research Analyst, Connor MacGrath.

Recorded on January 10, 2025.

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. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.