FidelityConnects

Friday’s employment data confirms that the U.S. economy remains strong and the labor market remains tight. Today's guest says this allows less room, if any, for the Fed to cut rates. Market expectations now suggest the Fed may be done easing, signally a potentially more hawkish stance. How might rising yields and a stronger U.S. dollar shape financial conditions moving forward? And what does he expect to be an ongoing theme for 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 13, 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 latest jobs report out of the U.S. this morning has dwindled the hopes of a rate cut by the Federal Reserve later this month. And with strong jobs data out of Canada, the big question is, might the Bank of Canada hold too? How is the rate story impacting insurance and real estate sectors? And where is today's guest finding investment opportunities in today’s market environment? Joining the show today to unpack the latest trends and opportunities in Canada’s insurance and real estate sectors is Equity Research Analyst, Connor MacGrath.

Recorded on January 10, 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 U.S. 10-year yield has hit an 8-month high and is un-inverted for the first time in two years. Today's guest says that while there isn’t a clear picture on what a steepened yield curve means for stocks and overall returns, it does hold information for sectors. Which sectors could be poised for gains amid a steeper curve? And could it ease your inflation concerns? Joining the show today to unpack all this and more is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.

Recorded on January 9, 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.

2025 has kicked off with an air of unpredictability as political uncertainty looms. News of Trudeau’s exit and a new tariff program from President-elect Trump have caused notable fluctuations in markets and currencies. Has the traditional market playbook changed? Joining the show today to discuss his latest markets thesis, including possible investment opportunities in 2025 from an institutional lens is Fidelity Chief Investment Officer and Portfolio Manager Andrew Marchese.

Recorded on January 8, 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.

Prime Minister Justin Trudeau announced his resignation as the leader of the Liberal Party. Government will be prorogued until March 24th while a new Liberal party leader is chosen. The dollar popped on the news, and the TSX Composite opened higher earlier this week. So what are some of the policy and investment implications of Trudeau's decision? And what might this mean for options trading? Joining the show today to unpack all this and more is Fidelity Portfolio Manager, David Way, and former Liberal Finance Advisor and Political Strategist Tyler Meredith.

Recorded on January 7, 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.

Prime Minister Justin Trudeau has announced his resignation. Trudeau declared his intention to stay on as prime minister until a new leader is chosen and has asked for the prorogation of Parliament until March 24. Wall Street and Bay Street opened higher on January 6, and investors will be watching December jobs data due Friday for signs of the U.S. economy’s strength. As we step into a new trading year, what were the key takeaways from 2024? And how can we apply those lessons to navigate the 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 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.

The United States Presidential Inauguration looms on Monday January 20th. As we wrap up 2024 and look ahead to 2025, the second Trump term continues to drive headlines. Today we’re joined by Joe Overdevest, Portfolio Manager, and Denise Chisholm, Director of Quantitative Market Strategy, for observations surrounding the US election, and what may be on the horizon in 2025. Joe reflects on the energy sector, and we’ll begin with Denise looking at how a second Trump administration might affect global financial markets.

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 podcast we’re wrapping up 2024 with our “Best of FidelityConnects” episode. Host Pamela Ritchie takes us through highlights from this year’s shows, featuring Fidelity’s portfolio managers and subject-matter experts, as well as special guests.

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.

Today we’re joined by Jed Weiss, Portfolio Manager, to discuss the potential of international equities, explore the impact of AI on global businesses, and investment opportunities in emerging markets. Jed manages Fidelity International Growth Fund, and today with host Pamela Ritchie, he dives into global growth prospects, focusing on valuation-driven investing and the long-term potential of undervalued global franchises in Europe and Japan. He also highlights how AI is driving cost efficiencies and innovation, noting its global footprint across industries and supply chains. Finally, he sheds light on key regions such as the UK, India, and China, addressing both the challenges and opportunities presented by geopolitical and macroeconomic trends.

Recorded on December 18, 2024.

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 podcast we’ll hear from Jurrien Timmer, Fidelity’s Director of Global Macro, in our quick hit series “Timmer Time” Today Jurrien outlines the most important questions facing markets in 2025, and let's you know what investors should focus on. For more from Jurrien, head to the Insights section of fidelity.ca to read a recap of his December market insights on the resilient bull market, potential policy shifts from the incoming administration, and the evolving cryptocurrency landscape.

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.