FidelityConnects

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. Fidelity’s Global Asset Allocation team manages multi-asset class funds for Canadian investors, approximately $80 billion in assets, and today we’ll hear from portfolio managers David Wolf, David Tulk, and institutional portfolio manager Ilan Kolet, in their FOCUS2023 session, joining host Kathryn Black. Among several other topics in today’s 30-minute discussion, we’ll hear the team’s perspectives on inflation and rates, and how their experiences working at the Bank of Canada gives them an edge as an asset allocator. The panel expands on how protecting investors capital is important, and they’ll explain how their market outlook has affected positioning across their various funds. They also take 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 Dan Dupont’s session from the event, sitting down with host Pat Bolland. Dan is known for his time managing Fidelity Canadian Large Cap Fund, and today he shares why a focus on downside protection continues to be important. He’ll unpack how he’s achieved capturing close to one third of the overall market downside with this fund. Additionally, Dan shares his thoughts on the current market environment, and how he is positioning his funds accordingly. This includes shorting opportunities in Fidelity Global Value Long/Short Fund. Dan and Pat also field questions from the live audience, and please note you will hear references to a few slides that were displayed 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 onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. We’ll be releasing more of the event sessions as podcasts in the coming days. To start, today we’re featuring a discussion on the benefits and structure of the Fidelity Private Investment Program - where your wealth meets the investment expertise it deserves. Cameron Chamberlain and Rory Poole break down how the program is an institutional-style approach to money management, where you can gain access to investment pools that utilize Fidelity’s proprietary research methods and investment strategies with a focus on risk management. The program is designed around carefully selected and constructed pools aiming to achieve specific goals or objectives. In addition, the tiered pricing structure is based on investment levels, and the premium level of service is supported by enhanced account reporting, plus access to a dedicated client services team.

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 to share her unique insights and perspectives on the sectors to watch in U.S. and global markets right now. Denise is a student of history who uses historical probability analysis when looking at the markets. With host Pamela Ritchie today she’ll unpack the trends and underlying indicators that can be used to evaluate the strength of the markets.

Recorded on May 10, 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.

Over the past year, there’s been a huge demand for diabetes drugs that also promote weight loss. And now, a promising clinical trial of an experimental Alzheimer’s drug could be the next frontier. Today we ask how much of an impact could these developments have on the overall healthcare sector? And what are some of the regional stories at play? Portfolio manager Alex Gold joins us today from London. Alex manages Fidelity Global Health Care Fund for Canadian investors, and today will look at the latest trends and opportunities in the global healthcare sector, including unpacking some of the key themes on his radar for the second half of 2023. Alex also answers how politics and lobbying may influence health care, and how much of a role tech plays into global health care trends, among other topics today, with host Pamela Ritchie.

Recorded on May 9, 2023.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-gold-may9.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.

Earnings continue to be in focus this week, as will a key congressional hearing on the debt ceiling crisis, and the ‘Federal Response to Recent Bank Failures’ meeting on Capitol Hill. Markets are also still digesting last week’s Fed rate hike. Joining us today is Jurrien Timmer, Director of Global Macro, who feels the market's expectation that the Fed will soon begin an easing campaign is “wishful thinking”. With host Pamela Ritchie today, Jurrien addresses what is his biggest area of focus and concern from a technical perspective. He’ll also unpack this week’s key market movers, and explains what they could mean for you. Per usual, Jurrien will be sharing his charts, so please head to @TimmerFidelity on Twitter to follow along.

Recorded on May 8, 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.

Joining us today is Meghan Chen, Digital Assets Strategist, who walks us through what’s currently happening in the digital assets markets and what is driving crypto assets higher despite the negative headlines. Meghan speaks to Colin Randall, Director of Research and says January saw a strong start for crypto with Bitcoin and Ether prices going up. She explains crypto prices have rebounded this year for two reasons. She notes risk assets performed well in January, as well as stocks and the NASDAQ creating a general tailwind for crypto. Also the collapse of regional banks in the US also created a spike in Bitcoin. When vulnerabilities arise in the traditional finance system, they tend to be a tailwind for crypto prices. Especially for Bitcoin as it is the largest and most established cryptocurrency.

Recorded on May 5, 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.

The Federal Reserve has raised the benchmark interest rate by 25 basis points to 5.25% This move comes amid America’s ongoing debt ceiling crisis and further regional bank woes. Today we’re joined by fixed income portfolio manager Jeff Moore who shares that despite these challenges, the bond market itself is not seeing a deep downturn or recession in the near term. With host Bryan Borzkykowski, Jeff also unpacks the key indicators he is keeping an eye on for guidance on where markets are heading. Also today, Jeff stresses the importance of flexibility in fixed income allocations and explains which asset classes within fixed income are a good complement to an equity portfolio. Based out of Fidelity’s Merrimack, New Hampshire, fixed income headquarters, Jeff manages several fixed income funds for Canadian investors including Fidelity Multi-Sector Bond Fund, and the fixed income subportfolio of NorthStar Balanced Fund. 

Recorded on May 4, 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 welcome Beau Coash. Beau is an institutional portfolio manager for fixed-income strategies at Fidelity Investments. Before joining the fixed income team, Beau was global head of syndicate and primary trading for Fidelity Investments Equity Trading division. Beau speaks to host Pamela Ritchie about the current market landscape, its impact on a fixed income and where he’s seeing opportunities right now. Beau explains to Pamela that the team is very excited about bonds this year after a tough go last year. He says we finally have yield back in fixed income and US treasury bonds triple-A rated are looking very attractive. He adds you only get a few chances to buy treasuries really cheap, so this might be a good time to invest. For now, the team is taking a conservative position. They are half-weighted in the high-grade corporate bucket. Beau says anywhere you go with a long duration, there’s lots of wiggle room.

Recorded on May 4, 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.

Joe Overdevest, portfolio manager, joins us today to discuss the Canadian equity market across sectors, as well as provide an update on Fidelity Global Natural Resources Fund. Joe co-manages Global Natural Resources alongside Darren Lekkerkerker and is also subportfolio manager of Fidelity Canadian Asset Allocation Fund and Fidelity Inflation-Focused Fund. With host Pamela Ritchie today, Joe shares what he is seeing during this earnings season, which includes a look at the possible direction for valuations, as well as both oil and natural gas prices. Joe reiterates the Fidelity research process and how high-quality companies are identified and chosen for his funds. Joe also touts the benefits of compounding over time. Also today, among other topics, Joe reflects on inflation, energy, lithium, copper, and how nuclear factors into the overall energy discussion. He’ll also share what his top questions are for CEO’s in his upcoming trips to both Texas and Alberta.

Recorded on May 3, 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.