Fidelity’s Global Asset Allocation team manages over eighty billion dollars for Canadian investors. On today’s podcast, host Pamela Ritchie welcomes portfolio managers David Wolf and David Tulk, and institutional portfolio manager Ilan Kolet. The panel discusses how they’re positioning their various funds against today’s inflationary backdrop, shares the investment approach of their funds, and introduce a newly launched fund to the lineup. This discussion was recorded during our recent Focus 2022 event on May 17th in Vancouver, with the GAA team also taking questions from the live and virtual audience. This podcast may be of interest to both investors and financial advisors. Advisors are encouraged to watch full video replays of the event by visiting fidelity.ca or reaching out to your Fidelity representative.

Recorded on May 17, 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 2021 Environics’ Advisor Digital Experience Study.

While U.S. inflation seems to have peaked in April, gasoline and food prices remain at elevated levels. Joining us today to discuss his latest thoughts on inflation, the Fed, and much more is Fidelity’s Director of Global Macro, Jurrien Timmer. With host Pamela Ritchie, Jurrien looks at this weeks meeting between President Biden, Fed Reserve Chair Jerome Powell, and Treasury Secretary Janet Yellen. He touches on how stagflation could cushion the blow for a while and prevent a recession in the U.S. Also, what it means that share buybacks are running at a very robust rate. Per usual, Jurrien has a few charts to share so please head to @TimmerFidelity on Twitter to follow along.

Recorded on May 31, 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 2021 Environics’ Advisor Digital Experience Study.

Dave Way, portfolio manager of Fidelity Long/Short Alternative Fund, is featured on today’s episode. Dave who first joined Fidelity in 2008, demonstrated a track record of identifying sell-rated stocks, making him a perfect fit for Long/Short Alternative Fund, launched in October 2020. Dave joins host Pamela Ritchie today and we’ll find out where he finds the ideas to support this long/short strategy, and how current events may be impacting his portfolio and approach. This discussion was recorded during our recent Focus 2022 event on May 17th in Vancouver, with Dave also taking questions from the live and virtual audience. This podcast may be of interest to both investors and financial advisors. Advisors are encouraged to watch full video replays of the event by visiting fidelity.ca or reaching out to your Fidelity representative.

Recorded on May 17, 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 2021 Environics’ Advisor Digital Experience Study.

Through all of the recent market volatility, one sector that has remained relatively unchanged globally is healthcare, and a rise in the aging population could be a tailwind for the sector. Joining us today is portfolio manager Alex Gold. Alex has been on the show a few times before and it’s always a pleasure to get his perspectives. Alex is based out of London and manages Fidelity Global Health Care Fund. Today with host Pamela Ritchie, Alex shares his insights on the global healthcare sector. We’ll find out why he deems it “defensive growth”.

Recorded on May 27, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_gold_may27.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 2021 Environics’ Advisor Digital Experience Study.

Despite persistent global inflation and recessionary fears, today’s guest says there is one tell-tale sign that a recession is not imminent - and it all lies with the banks. Today, host Pamela Ritchie sits down with Director of Quantitative Market Strategy, Denise Chisholm, to discuss which areas of the market she believes investors should focus on, including her outlook for energy. Denise also touches on the other sectors and factors you need to be paying attention to right now.

Recorded on May 26, 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 2021 Environics’ Advisor Digital Experience Study.

Today we feature portfolio manager Hugo Lavallée on the show. For Canadian investors, Hugo manages Fidelity Greater Canada Fund, Canadian Opportunities, and Climate Leadership Fund. Hugo is largely known for his contrarian investment style, and today alongside host Pamela Ritchie, we’re going to find out where he is finding opportunities amidst the recent market volatility, and specifically what opportunities he thinks Canada has to offer. This discussion was recorded during our recent Focus 2022 event on May 17th in Vancouver, with Hugo also taking questions from the live and virtual advisor audience. This podcast may be of interest to both investors and financial advisors. Advisors are encouraged to watch full video replays of the event by visiting fidelity.ca or reaching out to your Fidelity representative.

Recorded on May 17, 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 2021 Environics’ Advisor Digital Experience Study.

On today’s show, we welcome Matt Twigg, senior manager and lead researcher at Fidelity Labs, based out of Tokyo. Matt joins Colin Randall, Fidelity Canada Director of Research, for an engaging discussion on the metaverse. The metaverse has captured headlines in recent months, but research shows that there are widely divergent opinions among investors about what the metaverse is, what it isn’t, as well what opportunities and challenges it may bring in the coming years. Investors have questions – social, technological, and even environmental questions. Matt is with us today to answer these questions and demystify the metaverse. Matt shares that in the next 5-10 years, VR gear will become commonplace similar to what phones are for us today. Also, the metaverse is not limited to gaming. It has become an economy and source of income for those affected by the pandemic or unable to physically work. But, technology must improve and costs decrease before a fully immersive Metaverse experience can be a consumer product.

Recorded on May 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. 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 2021 Environics’ Advisor Digital Experience Study.

While many investors are concerned about rate hikes, our guest today believes it’s just as important to focus on the pull-back of quantitative easing. Joining us today to discuss what is on his radar in today’s market environment, including his outlook on inflation, is Institutional Portfolio Manager Naveed Rahman. For Canadian investors, Naveed works alongside Joel Tillinghast and the team behind Fidelity Global Intrinsic Value Class. Among other insights, we’ll hear from Naveed today on how he believes the trajectory of inflation is getting better, but transitioning from goods to services inflation. Also, how rising interest rates impact value stocks compared to growth, and where the team has trimmed and adjusted their portfolio of late.

Recorded on May 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.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

As markets have been green one day and in the red the next, investors can’t help but wonder if we’re in a bear market, and if so, how long might it last? To unpack this question and more we’re happy to be joined today by Jurrien Timmer, Director of Global Macro. We’ll hear from Jurrien today that he believes we’re in a valuation reset, or a growth scare, that reflects a starkly changing liquidity environment, and that it’s too early to call this a traditional typical recession bear market. Per usual, Jurrien will be sharing his charts, so please head to @TimmerFidelity on Twitter to follow along.

Recorded on May 24, 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 2021 Environics’ Advisor Digital Experience Study.

En prévision du deuxième semestre de l’année, les gestionnaires de portefeuille Daniel Dupont et Patrice Quirion se joignent à l’animateur Charles Danis pour une discussion sur les marchés canadien et mondiaux, la structure de leurs portefeuilles et l’investissement en période de volatilité. MM. Dupont et Quirion discutent de la structure de leurs portefeuilles au cours des deux dernières années et se prononcent sur l’évolution favorable ou défavorable des marchés dans les mois à venir. M. Quirion explique à quel point il est important, en tant qu’investisseur à contre-courant, de s’en tenir à une stratégie, surtout au cours des six premiers mois de cette année pendant lesquels les marchés ont connu des circonstances imprévues. M. Dupont nous fait part de ses réflexions sur le secteur des services financiers au Canada et en Europe et nous explique comment la hausse des taux d’intérêt a eu des répercussions différentes de celles du passé sur les compagnies d’assurance.

Date : 10 mai 2022