FidelityConnects

As markets allowed for some relative calm through the end of last week, they are set up now for a heavy macro time. In the midst of a shifting trade narrative and with the ramifications of increasing global liquidity, can the equity markets quietly climb the wall of worry? Has the peak of uncertainty passed? Joining the show today to discuss his global macro view on equities, bonds and the players driving a more mercantilist world, is Fidelity Head of Global Macro, Jurrien Timmer.

Recorded on June 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.

A broader look at the earnings picture shows revisions have been vast so far this year. A trend almost in lock step with the tariffs story. Does this overall market adjustment on earnings revisions suggest a contrarian signal? If it does, which sectors may be best positioned for potential earnings beats or, even earnings ‘meets’, on previous expectations. Also, if we have passed April’s peak tariffs worries are recession worries also in the rear-view mirror? Joining us to share her research on both the earnings picture and how she manages the math on recession risk is Denise Chisholm, Fidelity Director of Quantitative Market Strategy.

Recorded on May 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.

Emerging markets present the opportunity to invest in developing nations with fast-growing economies. In 2025, emerging markets have attracted significant investor interest, particularly in parts of Asia, Latin America and emerging Europe. Chinese equities have had a strong year, driven by fiscal stimulus and a recovery in large-cap tech stocks. But how will policy uncertainty and geopolitical tensions impact emerging markets? Will tariffs or the fluctuating U.S. dollar play a part? Host Pamela Ritchie is joined today by Abhijeet Singh, institutional portfolio manager, to discuss all of this and more. 

Recorded on May 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.

On today’s episode, we’ll count down the top 5 May highlights from our FidelityConnects show. Connects is live daily for advisors, and then available on replay for all as a video podcast. Markets in May began like April, with global markets experiencing volatility. U.S. markets faced challenges due to President Trump’s trade policies, including the imposition of tariffs on imports from Canada, Mexico and China. By mid-May, the market showed signs of recovery, accelerated by eased trade tensions and investor optimism. Canadian stocks have remained stable, as have global markets, notably European and Chinese markets outperforming, driven by strong economic data and investor confidence. This show was initially presented as a live webcast of The Upside, our investor webcast.

This episode was originally presented as part of The Upside, now available on your podcast platform of choice.

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.

May marked the 10-year anniversary of Global Intrinsic Value Class. Spearheaded by Joel Tillinghast in 2015, the fund has steadily earned a reputation for its disciplined approach to global equity investing. As it enters its second decade, how is the team’s investment approach evolving to meet the demands of an increasingly complex global market? And what lessons from the past 10 years are shaping the next phase of the fund? Host Glen Davidson is joined by portfolio managers Sam Chamovitz, and Morgen Peck, alongside institutional portfolio manager, Naveed Rahman to discuss all this and more.

Recorded on May 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.

President Donald Trump’s recent tariff threat on the European Union, followed by a subsequent delay, boosted European and Asian markets to start the week. What is currently shaping the markets, and what signals is today's guest looking to for clues about the path forward? Joining host Pamela Ritchie to unpack the macro themes on his radar, and to set you up for the trading week ahead is Fidelity Director of Global Macro, Jurrien Timmer.

Recorded on May 26, 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.

U.S. treasury yields are on the rise. Members of the House have approved a new bill with a staggering $4 trillion dollar price tag, pushing yields to levels not seen since 2023. With current yields suggesting caution while equity markets remain buoyant, our next guest says this disconnect could challenge the traditional 60/40 portfolio. Could this be a tailwind for long/short strategies. Joining host Pamela Ritchie to unpack the portfolio benefits of liquid alternatives and provide you with an update on Fidelity Long/Short Alternative Fund is portfolio manager, David Way.

Recorded on May 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.

In an era of headline volatility, our next guest stands out for the conservative nature of her funds - focusing on downside protection and long-term resilience. So where is she finding the biggest alpha opportunities? And how do dividend-paying stocks bolster her downside protection? Host Pamela Ritchie is joined today by Ramona Persaud, Portfolio Manager, to unpack all this and more. Ramona manages several funds including Fidelity U.S. Dividend Fund.

Recorded on May 20, 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.

Catch up on the best moments from VISION+, one of Fidelity’s premier advisor events, featuring insights from Patrice Quirion, Becky Baker and other Fidelity experts. VISION+ welcomed thousands of advisors in person and online who heard Fidelity’s portfolio managers share their latest perspectives on the markets and where they are finding investment opportunities. FOMO? Don’t worry. Today's podcast has the day’s top highlights for you. This show was initially presented as a live webcast of The Upside, our investor webcast.

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 price of oil has been declining. Brent crude and West Texas Intermediate - the two key benchmarks - are down more than 50% from their peak in 2022. Today's guest says, in a market hyper-focused on headwinds – particularly tariffs – it’s worth acknowledging that cheaper oil is like a sneaky little tax cut. What do lower oil prices signal about the markets, and which sector benefits most from this dynamic? Joining host Pamela Ritchie to unpack her latest market thesis, including the sectors on her radar, is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.

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.