FidelityConnects

It’s like the classic tale of “he said, she said”, but this time, it’s a battle between two different inflation indicators. The University of Michigan’s survey on long-term inflation expectations rose to the highest level in almost three decades. While their expectations have surged, market-based measures – such as TIPS breakevens - have been far more stable, showing a more modest rise over the last six months. So historically, which measure has been a better guide? Joining the show today to unpack all this and more, including the sectors she favours in today’s market uncertainty is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.

Recorded on March 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.

President Donald Trump’s sweeping tariffs on Canada, Mexico, and China have world leaders and markets reacting sharply. Speaking from Parliament Hill last week, Prime Minister Trudeau says Canada will immediately begin implementing 25 per cent tariffs against 155 billion dollars’ worth of American Goods. Trudeau bluntly called Trump’s blanket tariffs “dumb”, and said Canadians “will not back down from a fight.” How will these tariffs impact Canadian industries and sectors? And how should Canadian officials approach negotiations and trade talks moving forward? To help us explore Canada’s next steps, former Canadian ambassador to the U.S. during the Obama and Trump administrations, David MacNaughton, joins the show today.

Recorded on March 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.

So what is a tariff? Tariffs are taxes imposed by a country on imports from another, a varying percentage of the value of that import. In the U.S. the tariffs are paid by the importer to the U.S. Treasury, collected by the Customs and Border Protection agents. As far back as November, then president-elect Trump hinted at the possibility of imposing tariffs and now in early March the tariffs have been implemented. Today we have comments from five Fidelity experts to unpack how they are staying informed and level-headed, while aiming to protect investors hard-earned savings. This was initially presented as an episode of The Upside, our investor webcast.

Recorded on March 3 - 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.

Trump’s tariffs are now in motion. North American equity markets dipped last week following the effect of the 25% tax on goods from Mexico and Canada, along with an additional 10% duty on Chinese imports. With market uncertainty unfolding, dividend investing takes centre stage, offering investors stability in volatile times. As we see a shift in market dynamics, how is today's guest spotting the best dividend opportunities without taking undue risk? Joining the show today to discuss his outlook for the months ahead is Fidelity Dividend Fund Portfolio Manager, Don Newman.

Recorded on March 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.

At Fidelity, we’re here to help. From expert insights to innovative investment solutions, we’re committed to guiding you through your investment journey.  We’re also excited to introduce new products designed to help investors navigate today’s markets with confidence. Joining the show today for a look at how Fidelity is here to empower you is Fidelity Vice President of Product, Andrew Clee.

Recorded on March 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.

2024 was an exceptional year for momentum.  AI driven names helped fuel this win. But as 2025 unfolds, unveiling an air of uncertainty in the markets, today's guest says there is another factor stirring the pot. Joining the show today to discuss the factors shaping today’s markets and why, is Fidelity Head of Quantitative Index Solutions, Bobby Barnes.

Recorded on February 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.

Are politics in Canada and the U.S. dominating your news and social feed – and do they have you worrying about your investment portfolios? Tune in to learn about how Fidelity’s investing pros are thinking long-term and trying to step ahead. Fidelity Institutional Portfolio Manager and former Bank of Canada analyst, Ilan Kolet, will talk about what's happening in Canada and ways he is protecting clients portfolios. Tom Stevenson, Investment Director, Fidelity International, will share global impacts and where there might be investment opportunities in Asia, Europe and around the world. Additional insights from Jurrien Timmer, KY Wong, and Pedro Antunes. This show was initially presented as a live webcast of The Upside, our investor webcast on March 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.

Microcap stocks can be seen as risky, but for those with the right expertise, they can unlock a world of opportunity. Today's guest manages Fidelity Global Micro-Cap fund, leveraging a unique approach that combines value, quality, and both quantitative and fundamental analysis to find hidden gems. Where is he finding the best opportunities right now? And how might U.S. policy shifts and global valuations impact microcap investors? Joining the show today to share his investment style, and how he’s navigating global markets, is Portfolio Manager, Salim Hart.

Recorded on February 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.

Markets have been anything but predictable over the last four years. And for some investors, it hasn’t exactly been their type of market. Today's guest says it’s time to look beyond the Magnificent 7 and explore smaller, overlooked spaces. Joining the show today to share his perspectives on today’s markets, including where he’s finding value-oriented investing opportunities around the globe, is Portfolio Manager Dan Dupont.

Recorded on February 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.

February has been a busy month, with some volatility in the markets, looming tariffs from our neighbours down south, and the upcoming changes to the political landscape here in Canada. So today we’re going to be diving into the top market stories, surprises and what should be on your investing radar in the near future. 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.