FidelityConnects

On April 18 and 19 Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. For today’s podcast, we’re bringing you a discussion from this event, featuring portfolio manager Ramona Persaud, sitting down with host Glen Davidson. Ramona manages several dividend strategies including Fidelity U.S. Dividend Fund, and Tactical High Income Fund, among others. Morningstar has described Ramona as quote “she never rests on her laurels; instead, her drive to improve paired with the analytical rigor she applies to her process have led to continued excellence”. We’ll hear today how Ramona manages her several dividend strategies with a continued focus on downside protection.

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.

Today on the show, we welcome dividend investor Don Newman. Don gives an update on the dividend landscape noting that dividends are currently thriving in the economy and where he sees them heading in the next few months. Don notes stability in the economy has led to most companies being in good financial standing. Interest rates remain sticky plus the number of expected rate cuts have reduced leading to a more favourable market sentiment. Don suggests this has also led to a Goldilocks scenario where the economy remains stable, inflation decreases slightly, and the stock market benefits. He adds historically low interest rates have punished savers, forcing them into riskier investments for higher returns. However, dividend stocks remain attractive, especially during rate cuts, as their yields remain stable or even increase over time.  As rates decrease, dividend yields become comparatively more attractive than other investment options. Don says this trend is expected to continue, making dividend stocks a promising choice for investors.

Recorded on April 9, 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.

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 welcome Portfolio Manager Kyle Weaver. He provides an update on where he is finding growth investment opportunities in U.S. equity markets. Kyle discusses the early recognition of AI potential and its diverse applications, including coding languages and its various generative capabilities. Kyle explains his strategy of balancing growth and value, stating that the best way to find value is through identifying growth stocks that are undervalued over time. The investment approach utilizes a spectrum of targets, including growth stocks, index-based growth companies, and out-of-benchmark value stocks. The key metric is free cash flow per share growth, which is considered a fundamental indicator of a company’s future value within the strategy. This demonstrates its importance alongside traditional top-line growth metrics.

Recorded on April 4th, 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.

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 today’s podcast, we’re bringing you another installment of our “Behind the Numbers” series, featuring portfolio manager Connor Gordon. In “Behind the Numbers”, Chris Pepper, VP, Corporate Affairs, speaks with Fidelity’s portfolio managers, analysts, subject matter experts, and more, about what brought them into investing and what drives them every day. Today Connor shares his story of what first got him interested in investing, which lead to 15 years now with Fidelity, including managing Fidelity Global Small Cap Opportunities Fund since September 2022, alongside Chris Maludzinski.

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 today’s show we’re unpacking the various factors driving the bitcoin and digital currencies conversation. Sitting down with host Pamela Ritchie is Andrew Clee, VP Product, as he discusses recent trends in digital currencies, the different players in the market and regulatory changes that could have implications for the asset class, and what this could mean for investors. Looking at bitcoin specifically we’ve seen new highs this year, but historically volatility as well. From early adopters, to hodlers, to retail and more, there is a lot to unpack today.

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 program, we welcome back Paul Ma, Vice president and lead portfolio strategist. He talks about where we are in the business cycle and what this means for portfolio construction. Paul comments on a running theme in the markets right now that he says is the “fear of missing out.” He believes investors will look back on the market last year where US equities were up 26 percent and not want to miss on that this year. He says inflows are now into equity.  If investors have missed out on a previous rally, clients are more willing to put forth their money because they do not want to miss out again.  He adds people are getting more comfortable with the fact that the Fed wants to cut rates. The key thing now is not how many times the Fed will cut, but that they are at a point of pausing, which indicates they are soon ready to cut. Paul says this makes it a great time to invest. Paul says the recession numbers are slightly above consensus. Therefore, quality is a better option right now than growth. The market right now is in a good place, where GDP is around 2% and inflation around 3, so until inflation changes, quality is the better choice. 

Recorded on April 2, 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 welcome Director of Quantitative Market Strategy Denise Chisholm. She brings her unique insights and perspectives on the sectors to watch in the global markets. Denise talks about the recent Baltimore Key Bridge Collapse may not be as significant as perceived in news headlines, despite the severity of the incident. For instance, while Baltimore has been a significant port for auto deliveries, most auto imports come from Mexico and Canada with available alternative ports in addition to that. Overall, this downplays the potential inflationary or economic growth impacts that are being speculated, estimating a relatively small effect on GDP growth. Denise also assesses current opportunities that she has found with regional banks, large banks, capital markets and brokers all showing considerable strength, apart from insurance companies. There is a bit more concern surrounding commercial real estate especially in terms of office exposure, although the risk-reward ratio might still turn out positive. Despite the changes in this sector, there are also potential opportunities in real estate ETFs.

Recorded on March 28, 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.