One of the most common market questions being asked is ‘have we reached the bottom?’ With another rate hike recently, one emerging view is that ‘we may be getting closer to the end.’ So, with this view in mind, what are the market expectations at this point in the cycle? What role do ETFs play and how should investors position their portfolios moving forward? ETF Capital Markets Director, Andrei Bruno joins us today to share insights on the latest market action, leadership in the ETF landscape, and thoughts on current and long-term portfolio construction. Andrei also shares today that he believes as we get a little bit more clarity into the inflation story and what the Fed and the Bank of Canada are going to do, it is time to start looking at fixed income. Andrei also notes that the upcoming earnings season is going to be very important for the equity outlook.

Recorded on September 23, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-bruno-sept23.pdf

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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

We’re shining a spotlight on value investing today with institutional portfolio manager Naveed Rahman. As inflation remains a stubborn thorn in the side of the global economy, Naveed begins today’s show reflecting on the news of yet another 75 basis point hike by the U.S. Federal Reserve. Naveed also shares an update on positioning and the investing approach of Fidelity Global Intrinsic Value Class. This includes being constantly on the hunt for high-quality cheap companies that are cash generative. Among other topics covered today include companies “right-sizing” their debt, positioning in Japan including a look at the Yen and Japanese Central Bank, valuations of small caps versus large caps, and consumer trends.

Recorded on September 22, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-rahman-sept-22-22.pdf

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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

On today’s show we welcome Chris Kuiper, director of research at Fidelity Digital Assets, based out of Boston. Chris joins host Colin Randall, director of research at Fidelity Investments Canada, to discuss all things digital assets. One of the most anticipated and significant events in digital assets relatively short history occurred in the early hours of September 15th. Dubbed the Merge, the event marks the Ethereum blockchain's transition move from a proof-of-work consensus mechanism to a proof-of-stake mechanism. Chris unpacks what this means, including how the Merge represents significant change in Ethereum's technical structure, its economics and environmental footprint, which some say will reduce the blockchain's energy consumption by more than 99%. Also, Chris and Colin discuss the differences between the Ethereum and Bitcoin networks, also what’s driving the price drops in Bitcoin and Ethereum this year, and how cryptocurrencies could fit into a portfolio.

Recorded on September 21, 2022.

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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-kuiper-sept21.pdf

We’re joined today by a special guest, the Honourable John Baird, former Canadian Foreign Affairs Minister serving under Prime Minister Harper. The inflation story is continuing to move markets, and a major piece of the inflation story this year has been geopolitics including the Ukraine crisis and its consequences on energy and agriculture. Also, a rising China, shifting supply chains, and economic and military alliances across the globe. John Baird shares his views today on the geopolitical climate, to help make sense of what it all means for Canada. John has had a front seat in the world of diplomacy, trade negotiations, national security and decision-making at the highest levels of government. Some highlights from John’s discussion with host Pamela Ritchie include a look at the most significant geopolitical factors right now, the impact of inflation in Canada and globally, Canada’s relationship with the U.S., infrastructure, housing, immigration, and more.

Recorded on September 20, 2022.

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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-baird-sept20.pdf

Aneta Wynimko, portfolio manager of Fidelity Global Consumer Industries Fund, joins us today for a timely discussion on global consumer spending at a time when global economic activity may be slowing. Aneta, who is based in London, shares that trends are showing an upcoming weakness in consumption, especially in Europe. This means investing in consumers could be complex, and it is very likely consumption in Asia will continue to grow. Aneta also shares that companies with strong brand and innovation will be successful, and she unpacks habits of Gen Z consumers – noting they place a large emphasis on sustainability and the value of their purchases.

Recorded on September 16, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-wynimko-sept16-22.pdf

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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Joining us today for a look at the latest market action is Jurrien Timmer, Director of Global Macro. Today with host Pamela Ritchie, Jurrien breaks down recent market news surrounding interest rates, as well as sharing his perspectives on valuation, the business cycle, comparisons to past cycles and recession risk. Particularly, on the comparisons to past cycles, Jurrien note the similarities in today’s economy to the 1940’s during World War II. The demographics are different, but there are enough similarities to pay attention. Stay tuned for this and more.

Recorded on September 19, 2022.

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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

As summer turns to fall, many things are changing, but inflation remains directionally unchanged - stubbornly high. The August U.S. CPI numbers came in hotter than expected at 8.3%, causing further volatility in the markets the rest of the week. So, does this point to another aggressive rate hike by the Fed, and what will that mean for portfolio allocation decisions? David Tulk is today’s guest to unpack this and more. David is a portfolio manager on Fidelity’s Global Asset Allocation team who manage many funds for Canadian investors, including Fidelity Inflation-Focused Fund and the Fidelity Managed Portfolios suite. A few key topics from today’s 30-minute discussion between David and host Pamela Ritchie include a positioning update on the G.A.A. team’s funds including global allocations, specifically China. Also, a look at energy, gold, a long-term outlook for the Canadian dollar which includes looking at housing and interest rates. Additionally, David believing inflation is likely to be more persistent than what central banks and the market believes.

Recorded on September 14, 2022.

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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Denise Chisholm, Director of Quantitative Market Strategy, joins us again today. We’ve seen a lot of volatile market activity of late and Denise will keep us focused on the sectors and factors making headlines. All eyes are on Fed Chair Jerome Powell after his latest commitment to raise interest rates in the fight against inflation pressures. What will higher interest rates mean for the bond market? And with energy prices down and the markets looking for relief, is crude oil the key player in solving the inflation crisis? Denise is a student of history who uses historical probability analysis when looking at the markets and today she’ll share the trends and underlying indicators investors should be monitoring to evaluate the strength of the markets.

Recorded on September 15, 2022.

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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-chisholm_sept15.pdf

Portfolio manager Mark Schmehl is today’s featured guest. For Canadian investors, Mark manages Fidelity Special Situations Fund, Canadian Growth Company, and Global Innovators. We caught up with Mark on September 13, a day when the U.S. CPI announcement caused volatility in the markets. Is the current market environment ripe for stock picking? Perhaps a time to opportunistically position one's portfolio for the eventual recovery? Mark shares his thoughts on these questions and provides his perspectives on this year's equity markets and the current positioning of his portfolios. Among other topics today, with host Pamela Ritchie, Mark comments on energy, financials, the state of innovation, when is or was the bottom of the market, and how he is shifting from defence to offence. Mark shares that now is the time for him to look for opportunities he wants to own for the next cycle.

Recorded on September 13, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-schmehl-sept-13-22.pdf

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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

The topic of retirement and retirement savings is ever-present in the minds of Canadians. It can be complex, and Inflation makes things more complicated. But today we hope to ease some concerns and help you stay on track, with this shorter 15-minute episode featuring Michelle Munro, Director of Tax and Retirement Research. With host Quinn Flaherty, Manager of Editorial Content, Michelle unpacks the savings journey to retirement, key risks to retirement income and how a financial advisor is an invaluable resource in retirement planning.

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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.