FidelityConnects

With the healthcare and energy sectors on the decline, and the tech and utilities industries on the rise, we look at how the increasingly concentrated market is leading to many companies going private, and how this effects the defensive sector. Director of Quantitative Market Strategy, Denise Chisholm, explores why defensive sectors such as financials and industrials are standing out, reasons why consumer discretionary is struggling, and what this could mean for your investment portfolios. Denise also discusses why operating margins are declining, the importance of diversification, and how the recent performance of the tech industry makes it the new stable sector.

Recorded on May 30th, 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

On May 30, Fidelity Investments Canada hosted FOCUS 2024 Vancouver, a daylong event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. One of the day’s sessions was a look at Fidelity Tactical High Income Fund, with portfolio manager Adam Kramer, and institutional portfolio manager Scott Mensi. Adam and Scott reflect on how the fund offers the potential for income and capital growth through investments across a broad spectrum of income-producing securities. This is accomplished by having the flexibility to invest where the best opportunities exist, being unconstrained by asset allocation profiles or benchmark weightings. These opportunities originate from a wide range of income-oriented asset classes, across the yield-beta spectrum. Stay tuned to learn more.

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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

On May 30, Fidelity Investments Canada hosted FOCUS 2024 Vancouver, a daylong event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. For today’s podcast, we’ll listen in on Reetu Kumra’s FOCUS session. Reetu is Director of Research and Portfolio Manager of Fidelity Canadian Long/Short Alternative Fund. We’ll hear from Reetu about the Fidelity alternatives lineup, and the strategy and research behind these funds. Specifically for Canadian Long/Short Alternative, the fund builds on Fidelity’s historical track record of fundamental research in Canadian equities. Also, holding both long and short positions offers a different way to invest in Canadian equities, and have the potential to benefit from both rising and falling prices of securities.

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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

Joining us on the show today to cover a wide range of topics including commodities, natural resources and main takeaways from the earnings season is Portfolio manager of Global Natural Resources Joe Overdevest. Joe gives an overview of what’s happening in the economy. He notes the US economy is doing better than Canada. There is a focus on technology where corporations are seeing where they can spend on new technologies including AI. Resources in general are doing well, but it’s mostly dividend and buybacks that interest shareholders in this industry. Joe also touches on oil, energy, and metals like copper. He comments on the short versus long-term investing strategies. He says the thought is copper and oil will perform in a short-term. The main driver is GDP. US GDP is a driver for energy. China’s GDP is the main driver for base metals. The long-term perspective is that governments want to go carbon neutral while energy companies might not feel comfortable transitioning to that. In Canada, we are waiting to be carbon neutral even if Canada is a leader in the energy sector. 

Recorded on May 27, 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

In today’s episode, we are joined by Portfolio Manager Salim Hart who will manage the newly released Fidelity Global Micro-Cap Fund. The new fund is well-suited for investors looking for a wide range of return outcomes and opportunities in an often overlooked segment of the market. The fund combines bottom-up fundamental and quantitative research to aim to achieve long-term capital appreciation. Hart discusses several resources at Fidelity that will be used to provide deep insights and vital research for the fund, noting how AI and other large language models are used by analysts in this space.  He also answers questions about the fund’s geographic allocations and capacity constraints included in this fund.

Recorded on May 22nd, 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

Today on the show, we are joined by Director of ETFs, Andrei Bruno, as he dives into exciting new developments in our ETF and alternative investments lineup. He discusses the expansion of our 4 new ETF series: the Emerging Markets Fund, the Global Equity+ Balanced Fund, the Global Equity+ Fund, and the Tactical High Income Fund. These new products will bring options to investors looking for more choice and access. Following the latest trends in mutual funds and ETFs, Andrei discusses tradeoffs advisors may face - looking at fee structures, fund volatility, and diversification potential. He also identifies the target market for each of the funds in the series, and how they are integrated in the mandated investment strategies. Andrei also talks about the All-In-One’s exposure regions and its users, and how it works in relation to the new ETF series and the opportunities it brings.

Recorded on May 23, 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

Jurrien Timmer, director of global macro, is back today with another installment of Timmer Time, his quarterly quick hit on the markets, recorded live on location at our April FOCUS 2024 event. Among other topics, we first asked Jurrien if investors should expect the markets to cool or is there still room to run?

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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

Today on the show, we speak to portfolio manager David Wolf as he highlights the current market landscape and where investors could find diversification such as liquid alternatives. David notes recent core inflation numbers aren’t a surprise to the Bank of Canada. David, who is a former advisor to the governor of the BoC says expect cuts in the next 18 months regardless of the Federal Reserve’s movements and decisions. This is based on recent monetary policy report released by the BoC. David says what matters to the Global Asset Allocation team and how they manage funds is what the path of policy looks like versus what the market is discounting the path of policy at. He says this is important because this is what will affect the price of Canadian financial assets relative to the prices of other countries financial assets. David also touches on the pros and cons of illiquid alternatives, equities and bonds, plus looking at the 60-40 in perhaps a new way.

This podcast was recorded on May 21, 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.