FidelityConnects

Is the AI-driven U.S. market rally overdone - or is it just getting started? And is this concentrated performance - driven by a handful of stocks - truly sustainable? For investors seeking broader economic representation and diversification, the rest of the world may offer compelling opportunities. Joining today's episode to share his perspective on the less crowded, lower-expectation markets of Europe and China is Portfolio Manager Patrice Quirion. Patrice manages several Fidelity funds including the Fidelity International Concentrated Fund and the Fidelity Global Fund. We’ll also explore the wild card: what happens if peace returns to Ukraine - especially with the high-stakes Trump-Putin summit set for this Friday. Plus, how tariffs, inflation, and the U.S. dollar are shaping global investment strategies.

Recorded on August 12, 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.

As we are in the midst of a week of significant releases on inflation data and serious geopolitical brinkmanship, it is time to take a look at what will shepherd investors through the bumps via ETFs. ETFs in Canada have been hitting record highs in recent months - across the whole Canadian industry, as well as at Fidelity, in particular. Investors are more and more interested in a vehicle that allows for broad diversification, core positioning and the where-with-all to add particular strategies for easily enhancing risk, or just as easily, decreasing exposure to risk.

Recorded on August 11, 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.

Tariffs, or no tariffs, from an investment point of view, the consumer wanting to spend - and due to some de-regulation - being able to spend, might present a coiled-spring opportunity. Less onerous bank regulations and mortgage burdens could also free up spending ability. After the twin hits of Liberation Day fears, and the over-hang of COVID price hikes, consumer brands have had to adjust. To do this they are diving into the world of A.I. efficiencies. Though A.I. may not yet be deployed across vast businesses, today's guest says A.I. inside the brands is clearly around the corner. Today, Fidelity Portfolio Manager Aneta Wynimko helps us understand what the consumer is spending on - across all ages and budgets, and more on the Fidelity Global Consumer Brands Fund.

Recorded on August 8, 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.

In today’s dynamic market environment where trade, fiscal and monetary policy can change on a dime, many investors are looking for an actively managed diversified income solution. An income solution that is positioned for a range of outcomes, well diversified across many assets and sectors, and one that can be tactical to take advantage of new market opportunities. Joining this episode to reflect on the first half of the year, provide updates on positioning and unique perspectives of tariffs and what may be next, is Portfolio Manager Adam Kramer. Adam co-manages the Fidelity Tactical High Income Fund, which won a Lipper award in 2024.

Recorded on August 5, 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.

In today’s fast-moving tech landscape, advisors and investors are navigating both opportunity and risk - from AI-driven innovation to rising cybersecurity threats. Technology is reshaping how we work, invest, and stay secure. Joining this episode to explore what’s capturing attention in the markets, and what advisors and investors need to know now, are John Bradley, Director of Emerging Technologies, and Vishal Chopra, Equity Research Associate covering Canadian Technology and Healthcare. They're diving into sector trends, practical tips, and how Fidelity is harnessing technology to drive efficiencies and better support you.

Recorded on August 6, 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.

It appears we are close to learning who will be appointed as a new member of the FOMC. This is after the Federal Reserve held interest rates steady at their latest meeting in July. Most surveyed economists now believe a cut will come in September, after a dismal July jobs report. However, if the July jobs number is more of a data blip, of which this year has had many, then equity investors could be looking at a Fed cut on top of the tax cuts in the “One Big Beautiful Bill Act”, which could build potential wind in the sails of valuation expansion. Joining today's episode with her thesis for what an interest rate cut in the months to come might mean for stocks, is Fidelity Head of Quantitative Market Strategy, Denise Chisholm.

Recorded on August 7, 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.

Where does Canada stand in the overall picture of growth? And to what extent are interest rates, and interest rate policy, crucial to growth in Canada’s age of industrialization? The Bank of Canada held interest rates steady for a third consecutive time last week. At 2.75 percent, the central bank says the rate is at the mid-way point of its neutral range. As the growth of global hyper-scalers roars ahead and the slowing-down of sectors not linked to the A.I. supply chain in some way unfolds, can North American central bank policy play the pivotal role it once did in driving economic outcomes? Joining today's episode to further discuss the Bank of Canada’s latest rate move - and the scenarios around which it was made - is former TD Bank Chief economist, Don Drummond. Don is also currently the Stauffer-Dunning Fellow at Queen’s University and Fellow-in-Residence at the C.D. Howe Institute.

Recorded on July 31, 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.

We are in earnings season, and investors are starting to get some much-needed clarity into exactly how tariffs are impacting the bottom line of companies, and where they might be headed next. Another useful way to forecast the future performance of companies is to look at the health of the consumer. How is the consumer faring today? Do they have the strength to spend and drive companies and the economy forward? To check in on the state and the mood of consumers, today's guest is equity research analyst Cameron Ho. Cameron covers the US retail and apparel sectors. 

Recorded on July 25, 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.

Many Canadians can attest that this summer has been red hot on a number of different fronts. What we’ve all felt in the pool or on the patio has, in a way, mirrored the heat we've seen in equity markets since mid-April. With that mind - this week comes with no shortage of data. Big earnings prints, a Federal Open Market Committee decision and jobs could all weigh on the market’s trajectory in the second half of 2025. Joining this episode to unpack some of those themes and how he’s navigating today’s climate through a Market Neutral strategy is Portfolio Manager Brett Dley.

Recorded on July 30, 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.

Earnings season is underway, and results so far have been stronger than expected - offering early signals that are already being reflected in market sentiment and performance. This episode will take a broader look at what’s shaping the outlook for U.S. and global equities - including how innovation is driving efficiency, what AI could mean for jobs, and how shifting consumer dynamics, tariffs, and evolving fiscal and monetary policy are influencing the road ahead. Joining this episode is Chris Lee, Chief Investment Officer of the Equity Division based in Boston, and Portfolio Manager on over $100 billion in assets across balanced, global, and advanced equity strategies.

Recorded on July 29, 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.