FidelityConnects

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.

Portfolio manager Jeff Moore speaks with host Dave Bushnell about the hysteria taking over the markets. Jeff discusses the real facts, not myths, driving the biggest market events in recent memory, and explains a rational, historically reliable approach to managing volatility.

Recorded on March 10, 2020.

Denise Chisholm, sector strategist, shares her historical data-driven insights on potential growth trends, what key sectors to watch as coronavirus fears return to shock global markets and what to look for as we move further into 2020.

Recorded on March 9, 2020.

Portfolio manager Patrice Quirion explains how he's looking through the recent market reaction to the Coronavirus to look for opportunities. He also discusses cyclical investing in today’s global uncertainty, his outlook on global manufacturing recovery and what this all means for global investing in 2020.

Recorded on February 24, 2020.