FidelityConnects

North American equity markets stumbled at the open of the last trading day of the first quarter. While some investors worry about market declines, our next guest says the data points to a slowdown, not a recession. So should you use this drawdown as a buying opportunity? Joining the show today to unpack the macro themes on his radar for the trading week ahead, and what they may mean for you and your investments, is Fidelity Director of Global Macro, Jurrien Timmer.

Recorded on March 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.

International equities are leading the charge. Even with the ongoing war in Ukraine, tariff concerns, and uncertain global growth, today's guest says this is a reminder that markets don’t always behave the way we expect. So if you’re only focused on the US market, remember - you’re missing out on 70 per cent of the world. Might this be the catalyst for change? Joining the show today to discuss what’s unfolding in Europe, Japan, and beyond, is Jed Weiss, Portfolio Manager of Fidelity International Growth Fund.

Recorded on March 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.

Continuing February's trends, March was a busy month, filled with market volatility, a developing trade war, and a changing political landscape here in Canada. On this episode, we'll be reflecting on the month that was, featuring Fidelity's portfolio managers, subject matter experts, and special guests.

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.

If you Google the word “recession” you’ll notice a clear trend - search spikes tend to peak during actual recessions. Last week, Google searches for “recession” were at an all-time high. But today's guest notes that this doesn’t necessarily signal an impending downturn. In fact, the data tells her that the market might have hidden opportunities for growth, and that the current market drop might not be as bad as investors think. Joining the show today to share which market indicators are shaping her analysis this week is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.

Recorded on March 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.

In this quarter’s episode of Timmer Time, Jurrien Timmer, Fidelity’s Director of Global macro, provides a breakdown of how tariffs work, their potential market impacts, and answers key market questions for investors.

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.

Canadians are headed to the polls. Just nine days after being sworn in as Prime Minister, Mark Carney has called a snap election for April 28th. Amid growing concerns around housing, immigration and an unprecedented trade war, voters are being asked to decide who they trust to lead the country forward. What does this snap election mean for investors and the economy? And how might each party’s platform impact key sectors? Joining the show today to unpack what you should be watching for in the days and weeks ahead, are Institutional Portfolio Manager, Ilan Kolet, and political journalist and Editor-at-Large at The Hub, Theo Argitis.

Recorded on March 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.

Markets are up this morning as reports circulate that the Trump administration could reduce the scope of tariffs scheduled to come into effect April 2nd. Cars, microchips and pharmaceuticals could be left out of those levies. But the Fed says even though growth remains solid, the economic outlook still remains uncertain. The impact of Trump’s policies continue to have a hold on markets, so as we brace for more change, what might it all mean for investors? Joining the show today to unpack the macro themes on his radar, and what it all may mean for you, is Fidelity Director of Global Macro, Jurrien Timmer.

Recorded on March 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.

It’s been a mixed picture for treasury yields this week amidst the ongoing volatility. Despite the recent lows, US yields are still above the five-year average, making bonds an attractive investment to many. Which factors are driving the appeal of fixed income investments? And why might the Fidelity team be the right choice for you? Joining the show today for his fresh perspectives on the bond market, including his take on the Fed’s latest interest rate decision is Fidelity Portfolio Manager Celso Muñoz. Celso co-manages several funds including Fidelity Multi-Sector Bond Fund and Fidelity Tactical Credit Fund.

Recorded on March 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.

Europe is seeing a resurgence in investor interest. As President Trump’s tariff policies continue to fuel concerns of an economic downturn, market participants have turned their attention beyond the US. Is there more room for international markets to rise? And which investment themes is today's guest watching closely? Joining the show today to unpack his perspectives on the global market landscape is Fidelity Investment Director Tom Stevenson.

Recorded on March 19, 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 Federal Reserve has left its benchmark rate unchanged. Staying steady between 4.25 and 4.5 per cent, Fed Chair Powell stated that Trump’s tariffs threaten to slow the economy’s growth even more. During the press conference, Powell said that while “we were getting close and closer” to stabilizing prices, “I wouldn’t say we were at that.” Joining the show today to unpack the latest Fed decision, and what it means for inflation and the global economy, is Portfolio Manager, David Tulk.

Recorded on March 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.