Steve MacMillan, portfolio manager, notes that the world is clearly changing very quickly. The final outcome of this global pandemic is unknown, and therefore the measures that will ultimately need to be taken and their impact on the global economy are also unknown. Steve tells host Pamela Ritchie that it is this uncertainty that is creating volatility in markets, because the range of outcomes is extremely wide. If the current situation proves to be short-lived, then there are a lot of good companies that are priced very cheap right now, and this will have proven to be one of the better buying opportunities in many years.

Recorded on March 24, 2020.

Portfolio manager Ramona Persaud has studied historical market events and recoveries. Today she joins us from her home in Boston to share a market overview for investors. She discusses best practices in navigating tough markets and shares how she is positioning her funds. Ramona also explains the importance of discipline, and working with an advisor to achieve long-term goals.

Recorded on March 24, 2020.

In this episode, Darren Lekkerkerker, portfolio manager, explains how he is navigating market turbulence. Darren speaks with host Pamela Ritchie remotely from his home in Toronto, and notes that there are some very attractive stocks with the potential for strong long-term returns that he is considering adding to his portfolio. Fidelity’s asset management team is dedicating their time to talk with CEOs and CFOs. Darren’s focus is on companies’ business models and financial statements. He is looking for high-quality and long-term-oriented companies with sustainable business models that are seeking to adapt their operations to minimize risks during COVID-19.

Recorded on March 23, 2020.

Jeff Moore, portfolio manager, shares his fixed income perspective as markets struggle for stability. Jeff believes we are in the tail of extraordinarily high volatility. Jeff tells host Dave Bushnell that this time of volatility is an exciting opportunity to turn over every rock and look at names which may have been too rich in the past, but are now a possibility.

Recorded on March 20, 2020.

David Tulk, portfolio manager on Fidelity’s Global Asset Allocation team, provides breaking analysis on how Canadian investors can weather ongoing market fluctuations. Along with Global Asset Allocation colleagues David Wolf and Geoff Stein, David Tulk believes in keeping a longer-term investment horizon, while noting the benefit of diversification. In today’s podcast, David also speaks with host Charles Danis about gold, the Canadian dollar, and the Fidelity Managed Portfolios.

Recorded on March 19, 2020.

Dan Dupont, portfolio manager, has been defensive for a long time, but he thinks this is the right time to be more fully invested and aggressive, and to deploy cash. As Fidelity has shifted to working from home, Dan speaks to host Charles Danis from his home in Montreal about his global market outlook and his process of focusing on the fundamentals to find value.

Recorded on March 18, 2020.

The recent market volatility has parallels to past corrections. Jurrien Timmer, Director of Global Macro, addresses the factors moving panic-swept markets, and explains what to expect in the weeks to come as investors try to make sense of the coronavirus pandemic. Follow @TimmerFidelity on Twitter for Jurrien’s comprehensive charts and graphs.

Recorded on March 17, 2020.

As financial markets continue to swing, portfolio manager Hugo Lavallée joins us from his home in Montreal to give a contrarian analysis on the market volatility. Hugo speaks with host Dave Bushnell about how as an active manager he is using the drawdown to position his funds, and while working remotely remains connected to companies and his colleagues.

Recorded on March 16, 2020.

Canadian equities portfolio manager Max Lemieux compares the recent market volatility to past corrections. Max speaks to host Glen Davidson about the state of the Canadian economy and looks at whether the latest monetary and fiscal actions are having any impact. Max also shares insights on Fidelity’s research capabilities and how he’s continuing to take a long-term investment approach.

Recorded on March 12, 2020.

Special guest Carlos Cardone from Investor Economics discusses the changing face of Canadian wealth, the key industry trends and insights for 2020s and what this all means for the future of wealth advisory.

Recorded on March 2, 2020.