FidelityConnects

If you’ve listened to our podcast before, portfolio managers Jeff Moore and Michael Plage should be familiar voices, as they bring their portfolio management experience to countless Fidelity fixed income funds for Canadian investors. Today they’ll discuss fixed income investing and generating yield in today’s evolving and ever-changing market environment. Jeff and Mike will also introduce the new Fidelity Tactical Credit Fund. In a yield starved environment, investors have had to take on more risk to generate a reasonable yield. Fidelity Tactical Credit Fund invests in a diverse range of fixed income securities and sectors, with the ability to tactically enhance yield and lower interest rate risk through unique credit opportunities at their discretion.

Recorded on January 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.

Fidelity Investments Canada is proud to offer a wide-range of ETF products. The lineup has grown over the last 3 years and now includes factor based ETFs, All-in-One ETFs and Fidelity Advantage Bitcoin ETF, which offers exposure to bitcoin through the first Canadian regulatory approved digital asset custodian, Fidelity Clearing Canada. Joining host Pamela Ritchie today is Vivian Hsu, Meghan Chen and Reetu Kumra. They reflect on the record-breaking year the ETF industry had in Canada in 2021 and discuss what’s next for 2022. Also, the panel looks at the range of ETF products offered by Fidelity Canada, and dives into bitcoin and the blockchain technology. This includes looking at bitcoin’s place in the market, addressing common criticisms, and seeing how a bitcoin allocation could fit into a traditional portfolio.

Recorded on January 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.

Speaking to us from Hong Kong is Catherine Yeung, Investment Director at Fidelity International. Today we’re looking at what’s ahead in the Year of the Tiger, with Catherine sharing her insights on Chinese and Asia-Pacific markets. Catherine believes that China’s markets are expected to outperform other emerging and developed markets this year, since they corrected in the second half of 2021. But, there could be volatility this year with the nation still pursuing a COVID zero strategy. Catherine also touches on current opportunities that Jing Ning is paying attention too. Jing manages Fidelity China Fund for Canadian investors. Among other insights today, Catherine shares how consumers have saved a lot of money during lockdowns these past two years, and it’s believed the key to boosting the economy is improving consumer sentiment so these savings are spent.

Recorded on February 1, 2022.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_fidelityconnects_yeung_01feb.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.

There is a lot to make sense of in today’s market environment. Jurrien Timmer, Director of Global Macro, is back to help us cut through the noise with his weekly global macro and markets update. Jurrien explains that the worst of the correction is behind us now. Also, that the markets expectations have been altered by the speed of the U.S. Federal Reserve. Per usual, Jurrien has a few charts to share, so please head to @TimmerFidelity on Twitter to follow along. Today’s charts include topics such as the Fed’s tightening cycles, and a focus on the Utilities Sector. When looking at certain sectors, Jurrien reflects on the shifts we’ve seen over the last two years, and noting that the Utilities Sector, which traditionally underperforms in a rising market, offers a nice yield and low beta currently.

Recorded on January 31, 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.

Portfolio manager David Way is featured on today’s episode. For Canadian investors, Dave manages Fidelity Long/Short Alternative Fund, and he explains his investment approach to host Pat Bolland, noting how the fund allows him to own stocks that he is both optimistic and more pessimistic about. Dave explains how he looks for change happening in an industry that could have an impact on stocks, but the market is not yet paying attention to. This is done balancing optimism about the future, and short-term bumps or challenges. Dave further details the short side of the portfolio, comments on trends he is currently following, opportunities he is seeing, and promotes the benefits of Fidelity’s research resources.

Recorded on January 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.

Hugo Lavallée, portfolio manager, explains his contrarian style of investing on today’s podcast. According to Hugo, this means focusing on what’s out of favour and analyzing why it’s not working, before making investment decisions. Hugo relies on the fundamentals and technical analytics to analyze companies, and right now is spending time researching what is unpopular, which he says is small caps, The Russell Indexes, the previously popular COVID winners, and IPOs. Among other topics, Hugo and Pamela also talk tech, ESG, market volatility, and the Fidelity Climate Leadership Funds, launched in 2021. In addition to Climate Leadership, Hugo manages Fidelity Canadian Opportunities Fund and Fidelity Greater Canada Fund, for Canadian investors.

Recorded on January 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.

On today’s show we welcome fixed income portfolio manager Sri Tella. Sri is based out of Fidelity’s fixed income headquarters in Merrimack, New Hampshire, and for Canadian investors is involved with 12 Fidelity funds, including Fidelity Canadian Bond Fund, Corporate Bond Fund, and the fixed income subportfolio of Fidelity Inflation-Focused Fund. A fund launched in September 2021, that aims to invest in securities collectively resilient to inflation, leveraging Fidelity’s vast global network and proprietary research. Sri and host Pamela Ritchie look at the state of fixed income, including Sri’s outlook for Canada’s bond market and indicators to watch in 2022. This discussion was recorded on Thursday January 27th during a week of central bank and monetary policy developments. Sri reflects on the Bank of Canada not raising rates, discusses the various asset classes within fixed income, looks at Canadian debt levels, housing, and employment.

Recorded on January 27, 2022.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_fidelityconnects_tella_27jan.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.

Dans cet épisode de la série Échange sur les FNB Fidelity, présentée dans le cadre des DialoguesFidelity, l’animateur Étienne Joncas-Bouchard accueille Meghan Chen. Mme Chen est stratège en actifs numériques chez Fidelity Investments Canada. La discussion d’aujourd’hui vise à offrir aux conseillers et aux investisseurs une explication sommaire des cryptomonnaies et du bitcoin en particulier. Mme Chen traite de ce qui définit une cryptomonnaie et le bitcoin, des moyens d’investir dans des actifs numériques (en mettant l’accent sur les FNB de cryptomonnaies) et, surtout, du rôle qu’ils peuvent jouer dans un portefeuille.

Date : 24 janvier 2022

Jurrien Timmer, Director of Global Macro, joins us again today to share his markets and global macro perspectives. Today’s podcast was recorded on the morning of January 24th, amid a time of volatility in the markets. Jurrien and host Pamela Ritchie reflect on this volatility, with Jurrien sharing that drawdowns are normal, especially against the backdrop of the growth seen since the March 2020 lows. Jurrien also looks at inflation, historical market performance during U.S. election and mid-term years, returns of various sectors, and geopolitics, among other topics. Per usual, Jurrien will have a few charts, so please load up @TimmerFidelity on Twitter to follow along.

Recorded on January 24, 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.

Director of Quantitative Market Strategy, Denise Chisholm, joins us again for her sector and factor watch. Today Denise looks at which sectors and factors may lead in the coming months, also reflecting on the current narratives in the market, including that the value factor of cheap stocks tend to be protective when the Fed is raising rate. Today Denise also looks at value in energy and financials, noting that energy and financials are the cheapest of the 11 sectors, ranked relative to the market and their history. Additionally, Denise believes inflation is going to be higher cycle to cycle mainly because of the wage dynamics that have been seen, which have taken hold and will be long lasting.

Recorded on January 21, 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.