We’re joined today by Bobby Barnes, Head of Quant Index Solutions, and Kevin Robertson, Quantitative Analyst. Bobby provides a brief background of quantitative analysis and investing at Fidelity and how quant investing led to the launch of factor ETFs. The main focus of today’s discussion is centered around the metaverse – a virtual world with real opportunities. Kevin explains to host Pat Bolland how this “more immersive version of the internet” is demonstrating the progression of augmented and virtual reality, and also reflects on centralized vs. de-centralized, NFTs, among other topics. Bobby and Kevin also look at how the metaverse is investable and how it all relates to factor investing, thematic investing, and cryptocurrencies. Today’s discussion was recorded at Fidelity Canada’s recent Focus 2022 event in Boston. Please note, that a few slides were displayed to the in-person audience.

Recorded on July 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. 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.

In a time of steep interest rate hikes and market uncertainty, where can opportunities be found from a geographic and sector standpoint? Joining us today are members of the team behind Fidelity Global Intrinsic Value Class – portfolio managers Morgan Peck and Sam Chamovitz, and institutional portfolio manager Naveed Rahman. Morgan, Sam, and Naveed work alongside portfolio managers Joel Tillinghast and Salim Hart on Global Intrinsic Value, a fund available to Canadian investors. Today’s panel reflects on the current market environment we find ourselves in, including the big topic of inflation. Also, the current structure of their portfolio, its investment thesis, and where globally they are finding opportunities. Additionally, they’ll share some thoughts on the upcoming earnings season.

Recorded on July 21, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-peck-chamovitz-july21.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.

In this episode of the Fidelity ETF Exchange, powered by FidelityConnects, host Étienne Joncas Bouchard and guest Andrew Clee, VP, Product, sit down to recap notable trends and headlines in the Canadian ETF Industry for Q2 2022. The Canadian ETF industry saw a rare month of outflows to cap off the second quarter of the year, the first in three years as investors sold equities to buy bonds. Total year-to-date flows remain strong at $16.9B as of end of June. Key topics also covered today include the resurgence of flows in fixed-income ETFs, the impact of interest rate hikes on the Canadian ETF industry, as well as a recap of equity factor performance.

Recorded on July 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. 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.

Joining us again to provide his insights on what’s making news in the markets this week is Jurrien Timmer, Director of Global Macro. Today, Jurrien shares with host Pamela Ritchie that when and if there is a recession is based on much more than just GDP growth. In addition to the big recession question, Jurrien also looks at earnings estimates, valuation, moves by the U.S. Federal Reserve, and commodities, among other topics. Per usual Jurrien’s perspectives are supported by his charts and graphs. Please head to @TimmerFidelity to follow along.

Recorded on July 25, 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. 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.

We’re shining a spotlight on emerging markets investing and the Fidelity Emerging Markets Fund, managed by today’s guests Sam Polyak, portfolio manager, and Abhijeet Singh, institutional portfolio manager. It’s been a tough year so far for investing in emerging markets, as Sam shares why off the top of the show. Despite this, many individual investors, funds, and institutions are increasingly looking at emerging markets. Fidelity Emerging Markets Fund, managed by Sam and available for Canadian investors, is a concentrated fund with a strong focus on active management and leveraging Fidelity’s proprietary global research network to identify opportunities within these developing nations with fast-growing economies.

Recorded on July 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. 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.

Michael Plage is a portfolio manager on Fidelity’s fixed-income team, based out of Merrimack, New Hampshire, and today he joins host Pat Bolland to share his perspectives on fixed-income investing in the current market environment. For Canadian investors, Michael co-manages numerous fixed-income funds including Fidelity Multi-Sector Bond Fund, Investment Grade Total Bond, Global Core Plus Bond ETF and the fixed-income subportfolio of NorthStar Balanced.

Recorded on July 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. 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.

Canadian inflation for the month of June has come in at 8.1% - slightly lower than the 8.4% expected by economists. While this month’s figure does provide some relief that the acceleration hasn’t been as bad as economists were expecting, inflation is sitting above 8% for the first time since the early 1980s. So how should we interpret core inflation rising 5% from May? Today’s guest, Ilan Kolet, is here to answer that question. Ilan is an institutional portfolio manager on Fidelity’s Global Asset Allocation Team. His prior roles with Fidelity Investments (U.S.), Bloomberg, and the Bank of Canada, make him the perfect guest to analyze inflation.

Recorded on July 20, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-kolet-july20.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.

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

Dividend-focused portfolio manager Ramona Persaud is our guest today to unpack the role of dividends in today’s inflationary environment. U.S. inflation has accelerated at a record pace, up 9.1% in June from last year, affecting everything from everyday goods to gas, groceries, and rent. Ramona believes dividends and a higher quality portfolio matter during this confusing market period. Ramona joins host Pamela Ritchie to discuss how her funds are currently positioned, share her thoughts on what we’ve seen in markets this year, and what is on her radar for the months ahead, including a big focus on valuation.

Recorded on July 19, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-persaud-july19.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.

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 to share her insights on the current market environment, and the sectors and factors making headlines. Specifically today, with host Pamela Ritchie, Denise reflects on the consumer, looking at consumer discretionary and staples. They also discuss utilities, financials, and health care. Denise notes health care can help play both offence and defence in a portfolio. Denise and Pamela discuss if inflation has peaked, the state of the traditional 60/40 portfolio and how the bond market looks right now.

Recorded on July 19, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-chisholm-july22.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.

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 his weekly look at the markets. Today, with host Pamela Ritchie, Jurrien looks at style rotation noting that as the bear market continues, we get to a point where nothing is trading at the top half of its range. Looking at the U.S. Federal Reserve, Jurrien shares there is speculation the Fed will follow the Bank of Canada's footsteps and make an aggressive 100 basis point rate hike. And on the topic of inflation, Jurrien notes the market expects inflation to be peaking here, and we’re also seeing oil, copper, and used car prices coming down, as well as container shipping rates. Jurrien will be sharing his charts, so please use @TimmerFidelity on Twitter to follow along.

Recorded on July 18, 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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

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