Portfolio manager of Fidelity Long/Short Alternative Fund, David Way, joins us today. Dave notes there is a lot for portfolio managers to take in right now. Between the stock market and world events there are a lot of factors to analyze, figure out what matters and invest accordingly. Dave shares he is looking for situations where something different is happening from what everyone thinks is happening. He also highlights the benefits of having a long/short fund, which expands his opportunity set and allows him to really drill down to individual companies to see if they are a good long or short opportunity. Also today Dave looks at supply chain issues and commodity shortages, leisure and travel increasing, ESG trends, housing market trends, as well as inflation, rising interest rates and the effect on consumer spending.

Recorded on March 29, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_way_mar29.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.

Today we’re looking at portfolio construction with Paul Ma, VP, Lead Portfolio Strategist, with Fidelity Investments in Boston. Paul shares his perspectives that may helpful for both financial advisors and investors. Paul believes we have to learn to live with inflation, and that it will be with us longer, and higher. He explains the benefits of inflation-hedges such as energy and commodities on today’s show. Also, Paul believes we’re still in mid-cycle, and with host Pamela Ritchie, Paul looks at the traditional 60/40 portfolio and shares his thoughts on adapting that in the current environment. Additionally, Paul shares how advisors could arrange a portfolio for the habits of younger investors, and looks at wealth-transfer and the habits of Baby Boomers, Gen X, and Gen Y. This includes thoughts on crypto and bitcoin, which Paul compares to early boom or bust days of tech – noting that having a small allocation to bitcoin in a portfolio may be beneficial, but having too much could increase volatility.

Recorded on March 24, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_ma_mar24.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.

As markets are rapidly adjusting to a new reality in the rates markets, the effects are rippling through the equity and bond markets. Jurrien Timmer, Director of Global Macro, is back again for his weekly update touching on global macro trends and sharing his valuable market perspectives. Per usual, Jurrien will have a few charts so please head to @TimmerFidelity on Twitter to follow along. Today with host Pamela Ritchie, Jurrien looks at the U.S. Federal Reserve’s anticipated moves in the coming months and also draws some comparisons to the Fed’s moves in the 90’s. Jurrien also looks at valuations, earnings estimate progression, and how the copper to gold ratio is a good proxy for where bond yields should be.

Recorded on March 28, 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.

In today’s rapidly evolving global economy, investors are seeking to take advantage of opportunities created by changing market dynamics while mitigating risk. In addition to investment considerations like diversification across regions, market caps, and styles, investors are also looking at what factors may be in favour in the months ahead. Étienne Joncas-Bouchard, ETF Strategist, looks at how various factors like Value, Quality, and Low Volatility could perform in the volatile market environment we’ve been in lately with surging inflation, rising interest rates, and geopolitical developments. Etienne further explains how factors traditionally perform at different parts of the market cycle, discusses how Fidelity All-in-One ETFs are positioned in this environment, and shares information on rebalancing made lately to Fidelity’s factor ETFs.

Recorded on March 25, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_joncas-bouchard_mar25.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.

David Tulk, portfolio manager on Fidelity’s Global Asset Allocation Team, joins us today for a look at today’s market landscape, specifically focusing on inflation and fund positioning. David and the G.A.A. team manage many multi-asset funds for Canadian investors, including the Fidelity Managed Portfolios suite of funds and Fidelity Inflation Focused Fund. In addition to inflation and fund positioning, among other topics today, David and host Pamela Ritchie look at the recent comments from Jerome Powell and the U.S. Federal Reserve, the elevated commodity environment of late and what it means to Canada, and the health of the consumer.

Recorded on March 22, 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.

Investors have been faced with several complex and unprecedented challenges in recent months, whether it's contending with surging inflation, ongoing supply chain issues or, of course, the war in Ukraine. Volatility and uncertainty have so far defined global markets in 2022. Portfolio manager Ayesha Akbar joins us today to unpack what role active asset allocation can play in enabling investors to take advantage of market opportunities across regions and asset classes. Ayesha shares with host Pamela Ritchie how she is navigating the global marketplace and how she's currently positioning her fund, Fidelity Global Asset Allocation Fund, a global core holding with a neutral mix of 65% equities, 30% fixed income, and 5% cash equivalents.

Recorded on March 18, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_akbar_mar18.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.

Jurrien Timmer, Director of Global Macro, joins us again for his global macro and market perspectives. In today’s update Jurrien, student of history and our resident chart maker, looks at how the U.S. economy is more resilient to commodity price increases since it does not rely on Russian energy. Also, with eyes on the U.S. Federal Reserve, Jurrien notes it was not surprising to see the recent March rate hike, and looking ahead if high inflation does not start to fall, then the Fed is in a difficult position of choosing between inflation or a slowdown. Jurrien also looks at earnings estimates and if the market for international equities is attractive, among other topics today.

Recorded on March 21, 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 welcome portfolio manager Patrice Quirion. Patrice reflects on 2022 so far, noting that markets have been dealing with volatility because of uncertainty. He reminds investors at this time it’s wise to leave emotions aside and lengthen your time horizon. Additionally, because the markets have a tendency of over-react, those are the windows that create buying opportunities. For Canadian investors, Patrice manages Fidelity Global Concentrated Equity Fund, Fidelity International Concentrated Equity Fund, as well as private pools. Today Patrice speaks to how he builds his portfolios as a contrarian investor, and what geographical regions are of interest currently. Patrice also shares an outlook for U.S. markets and the U.S. dollar, and comments on energy and commodities, rising interest rates, the global consumer, and specific opportunities in China, among other topics.

Recorded on March 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. 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.

Fixed income portfolio manager Jeff Moore joins the show today for a look at interest rates, the Federal Reserve and bond markets. For Canadian investors, Jeff manages many fixed income funds, including Fidelity Multi-Sector Bond Fund and Global Core Plus Bond ETF, as well as the fixed income subportfolio of Global Monthly Income Fund and NorthStar Balanced Fund, among others. Today with host Pamela Ritchie, Jeff reflects on the recent Federal Reserve announcement to raise rates, the volatility in the MOVE index, the timing and discussion of companies postponing bond issuances, and the potential for an inverted yield curve. Jeff also speaks on current positioning and his future outlook for the various fixed-income funds he manages.

Recorded on March 17, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_moore_mar17.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.

Abhijeet Singh, institutional portfolio manager, is today’s guest to look at key drivers in emerging markets right now. For Canadian investors, Abhi works alongside portfolio manager Sam Polyak on Fidelity Emerging Markets Fund. Today, Abhi looks at emerging markets feeling the affects of spiking energy prices and soaring inflation threatening their economic growth. Also though, what tailwinds and perhaps opportunities across emerging markets regions could be possible in this environment. Specifically, Abhi shares that energy importing countries will be focusing on keeping their currencies under control, and countries that export energy materials may benefit. Abhi also shares his thoughts on specific regions such as Brazil, India, and China, looks at the short and long term for emerging markets investing, and comments on the global research resources available to him at Fidelity. This includes governance research analysts and geopolitical experts.

Recorded on March 11, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_singh_mar11.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.