FidelityConnects

With a monster week of earnings around the corner and high flyers in the crypto and Mag7 space, what is the rest of the market signalling? Still resilience? How will releases of eco data like inflation, US treasury quarterly reporting, and the march toward the August 1st tariff deadline nudge markets to travel higher, or take a pause? Giving us the view from the top today is Fidelity Head of Global Macro, Jurrien Timmer. His incredible charts and graphs could help you stick handle the roads to investing in the second half.

Recorded on July 14, 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 trade has been a risk to the markets for most of this year. Through last week, ever more so. The tariff story has been a shock to the system and is beginning to see governments spend differently at home. Investing in their own supply chains, or with new partners in the global system. Fresh rounds of local stimulus means new opportunities to bolster exposure to global local markets and give parts of the emerging world new reasons to shine. Joining the show today to discuss her approach to this new playing field is Fidelity Global Asset Allocation Portfolio Manager, Ayesha Akbar.

Recorded on July 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.

As market narratives shift almost daily for traders and investors, a hard look at the underpinnings of what continues to power a lift is worthwhile. Today's guest says we are in the throes of the second scare of the tariff worries for 2025. However, that may be only a scare, or a blip, even? Corporate tax cuts from the so-called one big beautiful bill may provide sustainable tailwinds markets have been missing during the messy tariff policy rollout. Joining today's show is Head of Quantitative Strategy at Fidelity, Denise Chisholm.

Recorded on July 10, 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.

While markets continue to digest a bit of macro data rollercoaster, is there an enhanced case for yield via dividends across today's market place? If the combination of modestly higher growth, along with a good dose of volatility continues to be a reality for the medium-term, or longer, might a dividend strategy bring you closer to your goals? Or, perhaps you approach the dividend strategy as one to simply bring down your overall risk profile, while continuing to lean into a rising equity market. On today's episode to further discuss these aspects of the strategy is Portfolio Manager Don Newman.

Recorded on July 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.

As the global trade story tilts to demand from other markets, and new partnerships are now opening up, how will commodities perform? For instance, does a shift to nuclear power have quite a different short-term investment thesis to the long-term? Will the global copper pull-forward earlier this year confuse pricing until 2026? How does the story for potash pan out in this rocky global market place? Tying together the impact of new trade dealings and the outlook for many materials producers on this episode is Fidelity Equity Research Analyst Claire Fleming.

Recorded on July 4, 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.

Stock markets have shrugged off multiple layers of risk over the last week to sit in the all-time highs range. Today's guest says we are witnessing momentum, which usually begets more momentum. Is this the case in today’s market? How can investors evaluate which signals will inform us about caution, and which signals may help drive equities higher? On a macro level, can U.S. growth peak out, and pass from behind the certain debt drag that has been signed into law via the Big Beautiful Bill? Joining today's episode with research to help you wade through the slightly foggy, but potentially bullish picture is Fidelity’s Head of Global Macro, Jurrien Timmer.

Recorded on July 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.

Coming into last week's U.S. jobs print, analyst expectations were all over the place. Another sign that although perhaps past peak uncertainty, markets and expectations are volatile. New ways to provide ballast in one's portfolio are worth considering to help steady the release of both data and policy shifts across the board, and to help you take a much longer view. On the show today to discuss Fidelity's alternative investments - both liquid and less liquid - is Director of Alternatives, Rory Poole.

Recorded on July 3, 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 try to get into the mindset for a discussion on global bond markets, think of a river with cross currents. Currents interrupting one another, reversing in swirls and backing up water in short bursts, as it all ultimately flows toward a lower body of water, in one big direction. According to today's guest, Fidelity Fixed Income Portfolio Manager, Michael Foggin, cross currents within global bond markets are providing more opportunities than ever. Geographies displaying differing rate policies, a depreciating US dollar, and a new narrative about safe havens all create new fertile ground for a global bond portfolio.

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.

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.

Some of the largest questions about the direction of markets are researched by a very special Fidelity team in Boston. They set to music issues ranging from: Will the tail wind set to come from US de-regulation and the tax cuts be evident over the medium term? Or will it be a much slower process? What does the diplomacy style of Donald Trump thus far in his administration tell us about the markets’ resilience to the upsets across the geopolitical playing field? And how will interest rate policy over the rest of this year stack up against what will need to be policy under a new Fed chair - less than a year from now. Fidelity’s Director of Asset Allocation Research, Dirk Hofschire, heads up this team of 12 researchers at Fidelity. He joins today's episode to elaborate on how his team informs decision-making across the entire company.

Recorded on June 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.

Let’s dig into a few sectors that really tell the growth story, or the lack there of, of this country. Consumer staples, many of them grocers, telecom, and utilities. There are shifting sands beneath two of these sectors, both of which are at the forefront of what is discussed as a so-called industrial revolution. The other, grocers, are life sustaining and the quintessential consumer staple. Today's guest, Fidelity Equity Research Analyst Andrew Hall, dives into the investment case for each of these sectors.

Recorded on June 27, 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.