FidelityConnects

North American equity markets opened flat at the start of last week, as consumer confidence continues to find its footing. Concerns about tariffs and inflation, coupled with last week's batch of weak economic data raised some warning flags about US growth prospects. Despite the current market challenges, today's guest feels confident in his positioning, and even sees opportunity for Canadian equities later this year. Joining the show today to discuss how he’s navigating the North American equity market landscape is Portfolio Manager Darren Lekkerkerker.

Recorded on February 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.

President Trump has pushed the reset button on the Canada/U.S. relationship, and Canada is now embroiled in a trade war it never wanted. The Conference Board of Canada recently examined how we will need to rethink how we engage with the U.S. and the rest of the world. Pedro Antunes, Chief Economist at the Conference Board of Canada, discusses their "Canada in a Changing World series" with host Pamela Ritchie.

Recorded on February 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.

Markets are moving fast. But the US market? Not so much. The Mag 7 hasn’t hit a new high since mid-December, and the broader market seems to be stuck in place. But while Wall Street pauses, global markets are heating up - especially in Europe and China. The MSCI Europe Index has been on a tear, signalling a potential shift in momentum. So what might this mean for investors looking beyond the US? Joining the show today to unpack the macro themes on his radar, and what it may mean for you, is Fidelity Director of Global Macro, Jurrien Timmer.

Recorded on February 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.

The Fed minutes are out, and policymakers are ready to hold rates steady until further improvement on inflation and the debt ceiling. US treasury yields slightly dipped on the news, still hovering around 5 per cent. Today's guest calls this is ‘extraordinarily attractive’ compared to historical yields. So, what are today’s markets signalling for the bond investor? And how is our next guest navigating the fixed income landscape? Joining the show today to unpack his views on today’s fixed income markets is Institutional Portfolio Manager Beau Coash.

Recorded on February 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.

Billionaire Elon Musk has found a new home in Washington as a Senior Advisor to the President. And he’s been cracking down on what he calls “wasteful” government spending by DOGE - the Department of Government Efficiency. After years of well above average growth, what might a contraction in government spending mean for markets and the economy? Joining the show today to discuss her latest sector thesis is Fidelity Director of Quantitative Market Strategy, Denise Chisholm. 

Recorded on February 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.

With an aim to achieve long-term capital growth, the recently launched Fidelity Advanced U.S. Equity Fund uses a proprietary quantitative model based on advanced research capabilities in the construction of its portfolio. Where might this strategy fit within a portfolio? How is Fidelity working to help you stay ahead of emerging opportunities?  Christopher Lee, Portfolio Manager, and Gilbert Haddad, Head of Advanced Strategies and Research, join host Glen Davidson to unpack how Fidelity’s proprietary fundamental research and quantitative capabilities come together in this strategy.

Recorded on February 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.

President Donald Trump has yet to complete his first month in office and he has already signed more than 65 executive orders - the most in any President’s first 100 days in more than 40 years. President Trump’s latest order: a newly formed energy council that seeks to win the AI race with China. Joe Overdevest, Portfolio Manager, is today’s guest, and as markets react to the uncertainty out of Washington, Joe says these are the moments to “turn lemons into lemonade.” Amid the volatility, where might the silver lining for investors lie? And how are today’s macro factors influencing our next guest’s investing strategy? Joe shares his latest thoughts on energy, commodities, and where he’s seeing long-term opportunities.

Recorded on February 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.

Fidelity Managed Portfolios has surpassed $50 billion dollars in assets. With several solutions to choose from, Fidelity Managed Portfolios utilize a range of investment styles to fit your needs. How is the Global Asset Allocation team working to continue driving performance for investors? Why should advisors consider incorporating them into client RRSPs? David Wolf, Portfolio Manager, is today’s guest, joining host Pamela Ritchie to unpack the latest market action influencing the Global Asset Allocation team.

Recorded on February 12, 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.

Over the least three years, the consumer staples sector has lagged behind the broader S&P 500. The first US CPI reading of 2025 showed core inflation rising at its fastest pace in nearly a year, amid a further uptick in goods prices and ongoing stickiness in services inflation. What are the factors driving the hesitancy to be invest in consumer staples? Is an upside around the corner? Joining us to unpack today’s consumer story is Chase Bethel, Fidelity Equity Research Analyst, who covers the US Staples, Retails and Hardlines sectors.

Recorded on February 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.

Canadian ETF inflows hit $76 billion dollars in 2024 - a 45% increase from the previous record set in 2021. A big trend was flows returning to bonds and duration. While crypto was a huge driver of flows in the US, it wasn’t so hot with Canadian investors. What are some of the trends shaping the ETF space today, and how can investors benefit from Fidelity All In One ETFs? Etienne Joncas-Bouchard, Director of ETFs and Alternatives Strategy, joins host Pamela Ritchie on today’s podcast.

Recorded on February 12, 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.