FidelityConnects

An ETF or Exchange Traded Fund, is like a basket made up of stocks, bonds, or any other kind of asset you can invest in. ETF’s cover a wide range of options giving investors exposure to many investments. So what are the different types of ETF’s on the market? And what does Fidelity bring to the table that’s unique from our competitors? Étienne Joncas-Bouchard, ETF Strategist, joins host Bryan Borzykowski today to breakdown the latest ETF trends, including potential industry changes. This includes reflecting on the growth of the ETF industry over time, where flows have been going lately, and what Etienne sees ahead. Today’s podcast starts at the basics, but for more insights from Etienne, you can look up his podcast series “The Fidelity ETF Exchange”, released under this FidelityConnects banner.

Recorded on May 16, 2023.

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 May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. Dividend-focused portfolio manager Ramona Persaud hit the stage early in the day, joining host Kathryn Black to discuss her approach to value investing. For three consecutive years Ramona has been recognized as one of Morningstar’s top 10 rated female portfolio managers. Morningstar considers risk-adjusted returns when looking at investment products and managers, and today Ramona shares how she looks at risk playing into her process, while focusing on providing a smoother ride for the investor. Ramona and Kathryn also discuss North American dividend payers versus European or Asian companies, as well as the market volatility we’ve seen so far this year, which has been centred around inflation and central bank uncertainty in the financial sector. Ramona also touches on her market outlook and how her funds are currently positioned. She also shares insights on the global strength of Fidelity’s research teams.

Recorded on May 11, 2023.

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 check in with Equity Research Analysts Brendan Cochrane and Andrew Hall, as they discuss the spring consumer story, their thoughts on inflation, and what investors can expect heading into the summer. Brendan and Andrew share highlights from the recent Consumer Price Index announcement. They say food prices have been affected by the above annualized rate of inflation, something consumers can expect to notice on their grocery bills. Though prices have increased steadily across all categories for the past 18 months or so, commodify categories such as dairy and meat have been hit hard by labour shortages and rising production costs. Brendan and Andrew also provide an overview of the ongoing growth of telecom, citing the close of the Rogers-Shaw merger after a two year governmental review as a sign that the industry is embarking on a new era of competition. Turning to the auto sector, Brendan and Andrew explain that as new car production continues to increase, the prices of used cars will drop, positively affecting inflation. The big story of 2023, they say, is the normalization of the supply chain, allowing production to return back to pre-COVID levels.

Recorded on May 16, 2023.

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 May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. One of those studio sessions featured the portfolio managers of Fidelity Global Small Cap Opportunities Fund, Connor Gordon and Chris Maludzinski. Connor and Chris joined host Glen Davidson for a short discussion, highlighting the big opportunities in small cap investing. The pair unpack how the fund came to be, the investment strategy behind their fund, and answer why small caps and why now.

Recorded on May 11, 2023.

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 May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. On today’s podcast we’re bringing you our ETF expert panel’s session from the event, with host Agnes Doherty speaking with Vivian Hsu, VP Private Wealth, and Andrei Bruno, Director ETFs, about how the ETF industry has evolved in recent years, where flows have been going, and the increase of active ETFs. Andrei also provides an update on the Fidelity All-In-One ETF strategies.

Recorded on May 11, 2023.

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 May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. On today’s podcast we’re bringing you portfolio manager Mark Schmehl’s FOCUS2023 discussion with host Pat Bolland. Mark is focused on the long-term. He believes that inflation has peaked and he’s focusing firmly on owning companies for their expected earnings in 2025 and 2026. Mark shares that macro is very difficult to judge, and he is ignoring the recession concerns and is buying companies he believes have good fundamental strategies. Mark also shares his thoughts on both growthier and defensive companies right now, and which ones fit into his various portfolios, and why. This includes unpacking his geographical investments in the U.S., Canada, and globally. Mark and Pat also field a few questions from the live audience, and speaking of that live audience, you will hear a few references to slides that were shown to the room.

Recorded on May 11, 2023.

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 May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both on-stage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online.  On today’s podcast, our retirement and tax experts Peter Bowen and Michelle Munro discuss the new FHSA or First-Home Savings account - the main highlights of the new investment vehicle and how the FHSA could fit in your overall investment strategy.  Buying a home can be a challenge for many first-time home buyers especially in today’s environment, but this new registered account allows you to save up to 40-thousand dollars tax-free towards the purchase of your first home.  Peter explains how the FHSA is a powerful investment tool that combines the benefits of an RRSP and TFSA. He says there is no tax on the withdrawal from a FHSA if it’s going towards the first purchase of a home and there are other options like transferring FHSA funds into an RRSP or RRIF.  And Michelle addresses common questions about the FHSA such as contribution room and criteria and eligibility of the investment account. Recorded on May 11, 2023.

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 May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. Early in the event, Adam Kramer and Scott Mensi took to the stage, to discuss their tactical approach to income investing. Adam is portfolio manager of Fidelity Tactical High Income Fund and Fidelity Strategic Income Fund, and he shares that Tactical High Income offers an attractive combination of income and total return, with having a flexible mandate to invest across the full spectrum of income-oriented asset classes, including bonds (e.g. treasury bonds, investment grade bonds, high yield bonds, etc.) and dividend-paying equities. Scott, institutional portfolio manager, unpacks just how tactical this fund has been in the past. Among other topics, Adam and Scott, with host Pat Bolland, share how the fund is currently positioned, as well as opportunities they are seeing across the spectrum of bonds. They also field a few questions from the live audience.

Recorded on May 11, 2023.

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 May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. On today’s podcast, we’re bringing you portfolio manager Don Newman’s session from the event, sitting down with host Pat Bolland. Don manages two dividend-focused Funds, the Dividend Fund and Dividend Plus Fund. He discusses how Dividend equities have worked well during a volatile market environment and generally, how dividends fit overall in an investor’s portfolio. In the past, Don has focused on inflation protection and companies with pricing power. This year's his focus is on earnings rather than the total enterprise due to market conditions. He says earnings have held up well so far and that can be attributed to companies raising prices, seeing stable demand, and improving labor availability. He also adds his current strategy is to focus on maintaining a portion of the portfolio with predictable earnings and buy stocks at a reasonable price.Recorded on May 11, 2023.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 on the program, Fidelity Director of Global Macro Jurrien Timmer discusses what’s moving the markets and provides his insights on what investors should keep top of mind. The Fed, inflation and when rates could be cut are the main discussion points this week. Jurrien believes the Fed has reached its limit to how far they could tighten their policy. He adds the Fed has probably raised rates for the last time at least for a while and could do with a pause, but even if they’re done raising rates, it doesn’t necessarily mean they will start cutting rates right away. Now it’s just a matter of waiting to see what the repercussions are from a year of aggressive tightening policy.  Jurrien also touches upon earnings. He says no question that the first quarter of earnings season was a good one, as we wait for a recession that refuses to arrive. Jurrien says earning downgrades are less severe, and there’s been an overall uptrend for US earnings. He also comments on where we are in the bull market saying that the secular bull-market is still alive well and most likely in its twilight or final phase.Recorded on May 15, 2023.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.