Today, social change is all around us. For investors, this has created a new opportunity for outperformance while also positively affecting change. Portfolio Managers Hugo Lavallée and David Way discuss taking advantage of long-term trends while incorporating Environmental, Social, and Corporate Governance (ESG) factors. Hugo manages the Fidelity Climate Leadership Fund, and David manages the Fidelity Long/Short Alternative Fund. Both Hugo and David explain the E, the S, and G factors individually and how a changing society creates new opportunities. David notes that he is focusing on the S factor from a long and a short perspective. He shares some of the ways the team determines which companies meet the ESG criteria. He says it poses questions across the most pertinent issues affecting individual industries. Hugo adds Fidelity has an edge on the crowded marketplace because it takes time to engage in different issues. 

In the 19th episode of the Fidelity ETF Exchange - powered by FidelityConnects, co-hosts Étienne Joncas Bouchard and Himesh Patel welcome Cameron Chamberlain to the show. Cameron is a Portfolio Strategist at Fidelity Investments Canada. Today’s discussions is centred around what building blocks to consider when building a fixed-income portfolio, some of the things to watch out for, as well as the panels perspectives on fixed-income markets.

Recorded on June 14, 2021.

In the 19th episode of the Fidelity ETF Exchange - powered by FidelityConnects, co-hosts Étienne Joncas Bouchard and Himesh Patel welcome Cameron Chamberlain to the show. Cameron is a Portfolio Strategist at Fidelity Investments Canada. Today’s discussions is centred around what building blocks to consider when building a fixed-income portfolio, some of the things to watch out for, as well as the panels perspectives on fixed-income markets.

Recorded on June 14, 2021.

Looking ahead to the second half of 2021, Max Lemieux, portfolio manager, discusses his outlook for Canadian equities and his portfolio positioning. Economic reopenings and a global growth spurt favouring cyclicals have contributed to making Canada an attractive place to invest of late. Max notes that the Canadian dollar has had a strong correlation with both oil and gas, and energy; however, it is hard to predict currency movements. Max notes Fidelity True North® Fund is currently well-diversified, and he shares how it is positioned at sector level. Additionally, Max reflects on how Canada looks to the rest of the world, the health of the Canadian consumer, and the impact of the housing market on the financial sector.

Recorded on June 15, 2021.

Looking ahead to the second half of 2021, Max Lemieux, portfolio manager, discusses his outlook for Canadian equities and his portfolio positioning. Economic reopenings and a global growth spurt favouring cyclicals have contributed to making Canada an attractive place to invest of late. Max notes that the Canadian dollar has had a strong correlation with both oil and gas, and energy; however, it is hard to predict currency movements. Max notes Fidelity True North® Fund is currently well-diversified, and he shares how it is positioned at sector level. Additionally, Max reflects on how Canada looks to the rest of the world, the health of the Canadian consumer, and the impact of the housing market on the financial sector.

Recorded on June 15, 2021.

Notre hôte Charles Danis reçoit les gestionnaires de portefeuille Maxime Lemieux et Patrice Quirion pour une discussion approfondie sur l’état actuel des marchés, et la structure de leurs portefeuilles face à l’accélération des réouvertures et à la reprise mondiale inégale. Maxime Lemieux s’intéresse principalement aux actions canadiennes et Patrice Quirion est à la barre de mandats mondiaux, de sorte que réunis, ils brossent un tableau complet du paysage des placements. MM. Lemieux et Quirion sont tous deux à la recherche de sociétés de qualité qui se négocient à prix raisonnables.

Date : 15 juin 2021

Notre hôte Charles Danis reçoit les gestionnaires de portefeuille Maxime Lemieux et Patrice Quirion pour une discussion approfondie sur l’état actuel des marchés, et la structure de leurs portefeuilles face à l’accélération des réouvertures et à la reprise mondiale inégale. Maxime Lemieux s’intéresse principalement aux actions canadiennes et Patrice Quirion est à la barre de mandats mondiaux, de sorte que réunis, ils brossent un tableau complet du paysage des placements. MM. Lemieux et Quirion sont tous deux à la recherche de sociétés de qualité qui se négocient à prix raisonnables.

Date : 15 juin 2021

Sustainable investing is a topic making headlines around the world. Host Emily Anonuevo speaks with Nicole Connolly, portfolio manager and head of ESG investing, and Courtney Bedell, ESG analyst, about why sustainable investing matters and its role in today’s global markets. Flows into ESG-focused products were at a record high in the U.S. last year as more and more investors look to align their investments with their values. Nicole and Courtney unpack recent trends and what the future of sustainable investing looks like. In addition to record flows, Nicole and Courtney share that the Global Clean Energy Index had a strong run after President Biden’s win, but has underperformed lately. Nicole believes we’re in the early innings of a massive market share shift from fossil fuels to renewable energy. Courtney discusses Fidelity’s ESG ratings system for companies, and Nicole shares a bit about her fund, Fidelity Women’s Leadership Fund, and recent growth of women in positions of leadership in companies.

Recorded on June 10, 2021.

Sustainable investing is a topic making headlines around the world. Host Emily Anonuevo speaks with Nicole Connolly, portfolio manager and head of ESG investing, and Courtney Bedell, ESG analyst, about why sustainable investing matters and its role in today’s global markets. Flows into ESG-focused products were at a record high in the U.S. last year as more and more investors look to align their investments with their values. Nicole and Courtney unpack recent trends and what the future of sustainable investing looks like. In addition to record flows, Nicole and Courtney share that the Global Clean Energy Index had a strong run after President Biden’s win, but has underperformed lately. Nicole believes we’re in the early innings of a massive market share shift from fossil fuels to renewable energy. Courtney discusses Fidelity’s ESG ratings system for companies, and Nicole shares a bit about her fund, Fidelity Women’s Leadership Fund, and recent growth of women in positions of leadership in companies.

Recorded on June 10, 2021.

As we enter the second half of 2021, Jurrien Timmer, Director of Global Macro, dives into historical analogs relevant to today's moments in the markets. Jurrien shares with host Pamela Ritchie what he has observed so far throughout 2021, and he notes that markets have essentially discounted everything correctly. Jurrien unpacks the growth to value rotation that has been taking place within the past six months. He shares that we see a counter-rotation since bond yields have peaked and are now starting to moderate. Jurrien also looks at unemployment rates in the U.S., U.S. fiscal stimulus, and if a correction may be likely in the future. Follow along with Jurrien's charts on Twitter: @TimmerFidelity

Recorded on June 14, 2021.