FidelityConnects

With trade deal announcements in full swing, global business leaders are pouring over whatever details can be found to show the emerging architecture of America’s new trade connections. This week looks to major central banks in Canada and the U.S for decisions about whether to cut or hold interest rates, as well as for commentary from the BoC and the Fed on how to thread the needle between 'overly restrictive' and 'fighting future inflation'. For the economies of these two neighbours, it is a tale of two very different cities. Joining the show today to help set these moving parts into an investment thesis, while explaining the more evident fiscal dominance in markets, is Fidelity Director of Global Macro, Jurrien Timmer.

Recorded on July 28, 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 markets adjust to higher valuations and shifting economic signals, one thing is clear - capital expenditures are becoming a more meaningful part of the market narrative. With policy tailwinds like The One Big Beautiful Bill fuelling what some are calling a “cap-ex comeback,” investors are watching closely to see where the next opportunities will emerge - from tech and financials to energy and consumer discretionary. While many are focused on what the Fed might do next, Fidelity’s Denise Chisholm, Director of Quantitative Market Strategy, is looking beyond the headlines - and helping us understand what’s driving capital spending, how inflation is playing out, and which sectors are best positioned in today’s environment.

Recorded on July 24, 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.

Canada’s ETF industry is on pace to surpass its previous annual inflow record, with equity ETFs - particularly those focused on international and Canadian markets - leading the way. It’s a clear signal that investors are leaning into diversified strategies amid shifting global dynamics. Fidelity’s expanding ETF lineup has navigated volatile markets with resilience since inception, offering advisors and investors innovative tools to stay ahead. Joining the show today to explore what’s driving ETF flows, how Fidelity is positioned, and what you should be watching in the months ahead is Étienne Joncas Bouchard, Fidelity’s Director of ETF and Alternative Strategy.

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.

The digital assets market continues to experience significant growth and evolution in 2025, driven by increased institutional adoption, key regulatory developments, and product innovation. Today, the total market capitalization of digital assets stands at approximately 5.5 trillion Canadian dollars, which is up more than 50 percent from a year ago. This coincides with important legislative developments in the U.S. last week, dubbed “Crypto Week,” with Bitcoin recently hitting a new all-time-high of 168-thousand Canadian dollars. Joining the show today to talk about these developments and what may lie ahead for Bitcoin and digital assets is Chris Kuiper, Vice President of Research at Fidelity Digital Assets.

Recorded on July 22, 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.

With new regulatory landscapes taking shape, mainly in the United States, but also across the global banking universe, how are financials poised to perform over the next few years? Has the lack of recession provided a bolster to the valuation story? And just how much consolidation could be on the books for not only U.S banks, but also their European brethren? Joining the show today to help paint this picture is Fidelity Co-Portfolio Manager and Senior Equity Analyst, Lee Sotos, and Fidelity Equity Research Analyst Thomas Goldthorpe.

Recorded on July 18, 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.

The market climb continues with earnings season now in full swing. Companies reporting thus far have been able to meet, beat and release some more guidance - after a semi-paralysis in communication due to the tariff unknowns. While tariffs are still unknowns, the one big beautiful bill has passed and a larger pond for investors to fish in has opened up across the globe. Concerns about the Fed and the bond market are not going away, as this wall of worry continues to be tackled. Joining today's show to bring context to what this moment in the markets means for you is Fidelity Director of Global Macro, Jurrien Timmer.

Recorded on July 21, 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.

With U.S. retail sales numbers out stronger than expected, it's clear that even in light of the tariff overhang, consumers are still spending into the economy. On today's episode, we learn more about where growth stocks may be hiding in plain view across US equity markets. Companies that often grow with long-term structural themes, as well as those that are currently pumping large amounts of free cash flows fit this strategy. Aspects of the A.I. trade fold nicely into the growth outlook, but which areas have the most untapped potential at this stage? Joining the show today to speak about growth opportunities across this market are Fidelity U.S. Growth Opportunities class Portfolio Managers Kyle Weaver and Rebecca Baker.

Recorded on July 17, 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.

The global high yield bond space can be a good place to weather recession, or sing along with a risk-on environment. With 10-year treasury yields at elevated levels, how is the picture looking for that extra piece of yield one can earn via the High Yield Bond market? Today's guest says it's looking pretty good! With some investors moving away from U.S. assets, will other hunting grounds, such as Europe, become more interesting for high yield issuance? Joining today's show to tour through the spreads, dispersions and sectors of the high yield bond trade is Fixed Income Portfolio Manager, Peter Khan.

Recorded on July 16, 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.

Global stock markets have experienced significant volatility in 2025. After April’s downturn, triggered by U.S. tariffs, markets have since rebounded, with emerging markets, European equities and U.S. tech giants leading the global recovery story. U.K. markets have been resilient, with the FTSE 100 hitting record highs in June. London-based Investment Director Tom Stevenson joins host Kyle Cheropita to provide his global market perspectives, reflecting on the first half of 2025, and what key storylines to watch in the rest of the year. This episode was initially presented as a live "The Upside" webcast. For more Fidelity insights for investors, check out "The Upside" podcast.

Recorded on July 2, 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.

Sustained volatility is great for certain strategies, particularly when call-options are an option. Income strategies are all the rage at the moment, but Fidelity has been deploying such a strategy that first made its mark in the 1970s. If investors desire the trifecta of a smoother ride through volatility, earning an income, all while remaining keenly exposed to growth in equity markets, this may be the moment for an extra shot of caffeine as we dive into derivative strategies. Whether you seek to hedge market risk, or gain income on the vol, this is the discussion for you. Joining today's show is Portfolio Manager of Fidelity Equity Premium Yield ETF and Fidelity SmartHegde US Equity Fund, Eric Granat.

Recorded on July 15, 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.