Joining us today to discuss the road ahead for North American financials is Matt Egerton, analyst and portfolio manager, and Nic Bellemare, equity research analyst. Matt, Nic, and host Pamela Ritchie discuss the extent that persistent inflation pressures, Russia’s invasion of Ukraine, and other key financial considerations will affect the sector this year and beyond. Also, how banks, asset managers, and insurers are navigating through the recent market volatility. Also discussed in today’s episode is the expectation for seven U.S. Federal Reserve rate hikes this year, the impact that spiking oil prices have on financials, how banks are viewing digital currency, their thoughts on ESG, Canadian Banks, and the Canadian housing picture including mortgages and rising rates.

Recorded on March 15, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_egerton_bellemare_mar15.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, provides his weekly market outlook and global macro update. In today’s podcast, recorded earlier this week, Jurrien looks at market reaction to the expectations for a U.S. Federal Reserve rate hike. He notes it’s interesting that prior to the Russia-Ukraine conflict, the markets were expecting a 50-basis point hike, which is now down to a 25-basis point expectation. Jurrien and host Pamela Ritchie also discuss commodities, emerging markets, and the traditional 60/40 portfolio in the current environment – noting we may need to rethink what goes into the 40 during this inflationary environment. Please head to @TimmerFidelity on Twitter to follow along with Jurrien’s charts.

Recorded on March 14, 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.

Joining us today to focus on the latest investment opportunities and challenges facing Europe, is London-based portfolio manager Matt Siddle. For Canadian investors, Matt manages Fidelity Europe Fund, a regional equity strategy that aims to offer exposure to companies in the European market. Matt shares that there is uncertainty about the current geopolitical environment. The Europe market was already cheaper and this has just accentuated, but he reminds us it’s important to look at valuations and at different time frames. There may be short term uncertainty but when looking medium to long term, valuations have become even more attractive. With host Pamela Ritchie, Matt also discusses how his two decades of experience helps navigate this market volatility, looks at financials and European banks specifically, as well as alternative energies, specifically wind and solar, noting different options suit different regions best.

Recorded on March 10, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_siddle_mar10.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.

On today’s show we’re taking a deep dive into cryptocurrencies with portfolio manager Reetu Kumra, and digital assets strategist Meghan Chen. Reetu and Megan look at the drivers of return for Bitcoin in the past, and also what’s driving Bitcoin and cryptocurrencies looking ahead – which includes institutional investor adoption, countries recognizing and accepting Bitcoin as legal tender, and investors looking for portfolio diversification or a store of value. Reetu and Megan also discuss risks and common criticisms, which stem from volatility driven by the uncertainty in Bitcoin’s value. One comparison for a store of value, is gold fluctuating in the 70’s and then stabilizing in the 80’s at it became more adopted.

Recorded on March 8, 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.

Jeremy Podger, Portfolio Manager, manages Fidelity Global Fund for Canadian investors. Today he’ll be discussing his portfolio positioning and sharing his regional outlooks amidst ongoing supply chain constraints and rising interest rates. Jeremy is based in London, England, and within Fidelity Global Fund, he looks for investment opportunities among high-quality businesses, undervalued securities, and companies undergoing positive change. Jeremy also speaks to opportunities across different sectors, inflation, central banks, macro, and earnings estimates within different geographical markets.

Recorded on March 9, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_podger_mar9.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.

Ilan Kolet joins us today for a timely discussion on tackling inflation and higher interest rates. Ilan is an Institutional Portfolio Manager in Fidelity’s Global Asset Allocation group, and he’ll share why we’re seeing the highest inflation rate since the 1980’s and looks at how inflation is likely to evolve. He notes the team is looking at changes in underlying data, what’s happening with supply chains, and the labour market including how wages affects the price of the good or service. Ilan also looks at how inflation could affect value and growth stocks differently, and how the Global Asset Allocation team builds balanced portfolios that include assets that have traditionally protected against inflation. Additionally, Ilan discusses currencies, and correlations between commodity prices and the Canadian dollar.

Recorded on March 10, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_kolet_mar10.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.

After four straight weeks of decline we’re still clearly seeing a lot of volatility in the markets, and there are a lot of headlines and noise to make sense of. Jurrien Timmer, Director of Global Macro, is with us today to provide his weekly update. Jurrien looks at how fears of the Ukraine-Russia conflict could slow the global economy, how commodities have been performing very well in the past weeks, and how investors are reacting to rising gas prices and crude oil cost. Please head to @TimmerFidelity on Twitter to follow along with Jurrien’s charts.

Recorded on March 7, 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’re diving into energy and materials, and what short supply could mean for investors. We’re joined by Joe Overdevest, portfolio manager and director of research, and two members of his team, equity research analysts Thomas Goldthorpe and Claire Fleming. With host Pamela Ritchie, the panel looks at market trends shaping energy and materials in Canada and around the world. This includes reflecting on how the market is not used to this level of geopolitical risk, and discussing if volatility will continue as it tries to price in the risk of Russian energy supply being cut off. Joe, Thomas, and Claire also look at ESG, the reopening of travel and activities, as well as the recent high commodities prices and how this could benefit Canada’s economy.

Recorded on March 4, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_overdevest_fleming_goldthorpe_mar4.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.

In this episode of the Fidelity ETF Exchange, host Étienne Joncas-Bouchard welcomes Bobby Barnes to the show. Bobby is Head of Quantitative Index Solutions at Fidelity Investments, based out of Boston. Etienne and Bobby discuss equity markets from a factor perspective. Some of the key topics discussed include a review of where we are in the market and economic cycle, the strength in commodities and which factors to look for to get exposure, and how to use factor ETFs to diversify the equity sleeve of a portfolio.

Recorded on March 4, 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.

Preparing and saving for retirement is always on the minds of Canadians. Whether you are in retirement, are approaching retirement, or are early in your career and retirement is decades away – having a plan and working with a financial advisor can help you feel better prepared for retirement. But how do you then withdraw your retirement nest egg in a tax-efficient manner? Michelle Munro, Director, Tax and Retirement Research, is today’s guest to first look at the accumulation stage of an investor, and offer some guidance on what to consider when then withdrawing investments in retirement. In today’s conversation with host Quinn Flaherty, Michelle also notes some key risks to watch out for and shares some helpful statistics.

Recorded on March 3, 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.