Technology and health care harmoniously go hand in hand. Without the proper medical devices, many life-saving medical procedures could not be performed. And since the covid-19 pandemic, a modern merger of these two sectors - telehealth - has flourished. But with telehealth comes cloud computing, and cyber security - the latter being of focus by tech companies this year as Russia’s war in Ukraine has caused an increase in ransomware attacks. Max Adelson, equity research analyst, joins us today to unpack what’s driving the health care and tech sectors, and shares key trends and opportunities he’s focusing on looking ahead.

Recorded on August 4, 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-adelson-aug4.pdf

Major U.S. markets have came off recent lows and the debate on where we are at in the cycle seems to be shifting. On today’s show, ETF strategist Etienne Joncas-Bouchard shares that it feels like we’re in a late-cycle environment and he’ll note which factors he is paying attention to for the current market environment. With host Quinn Flaherty, Manager Editorial Content, Etienne notes that investing in quality right now versus investing in value has a higher probability of a positive outcome, based on this market environment in the past. Among other topics, Etienne also provides an update on the Fidelity All-in-One ETFs. For more from Etienne, please check out his podcast episodes “The Fidelity ETF Exchange”, posted monthly within this FidelityConnects channel. Recent episodes include a Q2 2022 recap, and a look at overall portfolio construction.

Recorded on August 16, 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_etiennejb-aug16.pdf

We’re joined today by Catherine Yeung, Investment Director with Fidelity International, who is based in Hong Kong. As overall growth in China has slowed, what is on the horizon? What should investors brace for over the next few months, and how can they make the most of their investments in the world’s second-largest economy? Catherine provides her on-the-ground perspectives today, unpacking several topics including the property market in China, the healthcare sector, policy changes, and the country's zero-COVID policy which has led to various lockdowns as well as entertainment and leisure closed.

Recorded on August 15, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-yeung-august15.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.

Matt Siddle, portfolio manager of Fidelity Europe Fund, joins us today to discuss the latest market movements in Europe, and where he is finding opportunities in the second half of 2022. Matt also provides a positioning update for his fund, and explains why European value is looking cheap right now. With host Pamela Ritchie, Matt unpacks the energy needs in Europe this winter, the health of the consumer in Europe and how this differs from country by country, thoughts on moves by central banks - specifically the Bank of England, and more. Matt believes buying a value based European equity fund is a good fit for those investors looking to diversify from North American exposure.

Recorded on August 12, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-siddle-august12.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.

Jurrien Timmer, Director of Global Macro is back with us today to provide his macro and markets update. After strong equity market rallies in the last two months, we’ve seen some red this week. Will recent news surrounding slowing growth and a key interest rate cut in China cause any lasting implications in North American markets? More importantly perhaps will it impact how the Fed handles their interest rate moves in September? Jurrien breaks down these hot topics and more alongside host Pamela Ritchie. Per usual Jurrien will be sharing his charts so please head to @TimmerFidelity on Twitter to follow along.

Recorded on August 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.

Veteran portfolio manager Steve DuFour joins us today, manager of the concentrated Fidelity U.S. Focused Stock Fund, for Canadian investors. 2022 has been a turbulent year in equity markets and Steve shares with us today where he is currently finding opportunities using his rigorous stock-picking process, and he notes the key to his process is focusing on relative earnings growth during this time of bearish economic outlook. Today with host Pamela Ritchie, Steve also reflects on the energy sector, e-commerce payment companies vs. the traditional payments companies, and healthcare, among other topics. One interesting note on healthcare is Steve sharing that healthcare in the U.S. is moving towards small and personalized medicine for small subsets of the population.

Recorded on August 11, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-dufour-august11.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.

With the highest inflation rate we have seen in decades, Canadians are concerned about the rising cost of living and its impact on their retirements. Today’s episode is part two of a look at five key risks for retirement income planning, featuring Michelle Munro, Director, Tax and Retirement Research. Whether you are in retirement, nearing retirement, or planning for future retirement needs, today’s episode will definitely be of interest. In case you missed it, part one was posted on July 21, 2022.

Recorded on August 10, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-theupside-munro-august10.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.

What is the right asset allocation approach in the current market environment? Where are the investment opportunities in the Canadian and U.S. markets in the coming months? To answer these questions and more we’re joined today by portfolio managers David Wolf and David Tulk of Fidelity’s Global Asset Allocation Team, who join host Pamela Ritchie. Today David and David look at where we are in the business cycle, and if inflation is more structurally entrenched than markets are accounting for. Also what’s behind the up/down markets we’ve seen this year, and what could be next from central banks.

Recorded on August 10, 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.

Today we’re pleased to welcome Kelly Lannan back to the show for an informative discussion on the financial habits of Gen Z and Millennial investors. Kelly is Senior Vice President, Emerging Customers, with Fidelity Investments based out of Boston. This year we’ve seen the global trend “The Great Resignation” in North America. But Millennials aren’t just re-thinking their career moves, they are also making the shift to re-prioritize longer term financial strategies. So are how are the younger generations investing? And how much are investment decisions impacted by life-stages rather than more linear by age as was more common with other generations? Kelly joins host Pamela Ritchie today to answer these questions. Please note that in today’s discussion Kelly references studies completed by Fidelity Investments in the United States, as well as some products, apps, services, and marketing initiatives applicable to the U.S.

Recorded on August 8, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-lannan-aug19-22.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.

Fidelity Global Real Estate Fund portfolio manager Steve Buller joins us today. U.S CPI data for the month of July has come in at 8.5%. We now wonder if this downward pressure on CPI indicates a more dovish call from the Federal Reserve in September. Steve looks at how this could impact commercial real estate and the REIT market globally. Additionally, Steve shares the real estate trends he is following, and touches on his fund’s positioning and investment strategy.

Recorded on August 10, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-buller-august10.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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

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.