FidelityConnects

Over the weekend, President Trump announced his intention to follow through with his tariff threat on key trading partners. Canada was to see a 25% tariff on goods exported to the United States, and a 10% tariff on energy resources. In response, the Canadian government was set to impose 25% tariffs on $30 billion dollars in goods imported from the US. These tariffs were ultimately averted, but the threat of future tariffs still looms over the North American economy. Joining the show today to unpack what this development means for global markets, and our integrated economies, is Fidelity Director of Global Macro, Jurrien Timmer.

Recorded on February 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.

The Bank of Canada has cut its key interest rate by 25 basis points. This is the sixth consecutive cut by the bank, and it brings their key lending rate to 3%. With Trump’s tariff threat looming over Canada, what might this mean for future cuts? And what might it all mean for the economy, the dollar, and your investment decisions? Joining the show today to unpack all this and more is renowned economist Don Drummond. Don is a former Chief Economist at TD Financial Group, and current Stauffer-Dunning Fellow and Distinguished Visiting Scholar in the School of Policy Studies at Queens University.

Recorded on January 30, 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 biggest names making noise on Wall Street are founder-led. Notably, early last week, DeepSeek sent equity markets into a frenzy, highlighting the powerful impact of companies led by their original visionaries. What are some of the founder-led companies are making noise in today’s marketplace? And which themes are helping today's guest decide which companies to invest in? Joining the show today to discuss all this and more is Fidelity Founders Class portfolio manager, Dan Kelley.

Recorded on January 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.

On Wednesday January 22, Fidelity Investments Canada hosted VISION 2025 Toronto, a full-day event connecting Fidelity’s portfolio managers and experts with thousands of advisors joining both in-person and virtually across the country. During the afternoon the Fidelity Global Equity+ Fund trio of portfolio managers hit the stage. Hugo Lavallée moderated the session with his colleagues Dan Dupont and Mark Schmehl. We’ll hear today how this fund is a combination of their distinct styles, setting the fund apart and bringing diversification. These experienced portfolio managers who all manage funds of their own and have worked together for 20 years, hit the stage for nearly an hour.

Advisors can watch full video replays of the event and qualify for CE Credits. Please visit fidelity.ca or reach out to your wholesaler for more information.

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 Canada launched three new products on Tuesday January 28. Built on Fidelity's robust quantitative and fundamental research, these new products are managed by Fidelity’s Quantitative Research & Investments team. In today’s digital age where data is playing an increasingly important role in every facet of life, quantitative investing is expected to grow in the marketplace in the years and decades to come. Today we’re joined by Neil Constable, Fidelity Head of Quantitative Research and Investments, to unpack how the Quantitative Research and Investment division fits within the broader Fidelity ecosystem and share how these new data-driven products may benefit clients.

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 Wednesday January 22, Fidelity Investments Canada hosted VISION 2025 Toronto, a full-day event connecting Fidelity’s portfolio managers and experts with thousands of advisors joining both in-person and virtually across the country. Portfolio manager Will Danoff hit the stage in the afternoon, sitting down with moderator Glen Davidson. Among other topics, Will shared his main takeaways investing in 2024, and what he is focused on for 2025. Also, a look at his investment process, what has contributed to his success over a long career, and his thoughts on the current market environment and macroeconomic backdrop. For Canadian investors, Will manages Fidelity Insights Class.

Advisors can watch full video replays of the event and qualify for CE Credits. Please visit fidelity.ca or reach out to your wholesaler for more information.

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 is continuing to threaten tariffs on Canada. What could tariffs do to the Canadian economy, the loonie, and consumers? Fidelity Investments experts weight in on this developing story, first released as an episode of Fidelity Canada’s “The Upside” investor webcast series. Today we hear from Ilan Kolet, Institutional Portfolio Manager, Reetu Kumra, Director of Research and Portfolio Manager, and Equity Research Analysts Bobby Reynolds, Claire Fleming, Andrew Hall, and Thomas Goldthorpe.

Recorded January 23 – 30, 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 tariff threat and a strong U.S. dollar are putting pressure on Emerging Markets. While China’s economic activity accelerated more than expected in the final three months of 2024, was this short-lived? And within which regions does today's guest see value in over the next few months? Joining the show today discuss the investment themes shaping Fidelity Emerging Markets Fund for the months ahead is Institutional Portfolio Manager Abhijeet Singh.

Recorded on January 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.

U.S. equity markets have retreated this week following a two-week hot streak. Big Tech is set to report their Q4 earnings, and the Federal Reserve will hold its first policy meeting of the year. What key trends should investors look for in Q4 results? And how might the Fed’s first policy meeting of the year set the tone for markets in 2025? Joining the show today 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 January 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.

On Wednesday January 22, Fidelity Investments Canada hosted VISION 2025 Toronto, a full-day event connecting Fidelity’s portfolio managers and experts with thousands of advisors joining both in-person and virtually across the country. Portfolio manager Steve Dufour closed out the morning sessions, speaking with moderator Agnes Doherty. Steve’s session is today’s podcast. We’ll hear about Steve’s investment process for his fund, Fidelity U.S. Focused Stock Fund, as well as his thoughts on the current market environment, and outlook for 2025.

Advisors can watch full video replays of the event and qualify for CE Credits. Please visit fidelity.ca or reach out to your wholesaler for more information.

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.