FidelityConnects

David Tulk and the Global Asset Allocation team manage many funds for Canadian investors, including Fidelity Inflation-Focused Fund and the Fidelity Managed Portfolios suite. David speaks to host Pamela Ritchie about the Federal Reserve’s latest rate hike decision on the heels of a major bank takeover in Switzerland that rocked the markets this past week. David explains how the Fed’s recent rate hike of 25 basis points was tailored for the economy and that Fed Chair’s Jerome Powell’s move was all in an effort to prevent the markets from becoming unhinged. David explains at this time the GAA team is taking a defensive approach to their portfolios which means being underweight the Canadian dollar and more preference towards the US dollar.Recorded on March 23, 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.

We’re joined today by Andrei Bruno, Director of ETF Capital Markets for a look at how the outcome of the recent Federal Open Market Committee meeting could affect the capital markets environment for ETF investors. Andrei speaks with host Pamela Ritchie today, and explains that lately more ETF flows have been going into fixed income relative to equities. And that investors are taking note of uncertainty and are allocating capital accordingly into fixed income. Andrei notes that investment grades and treasuries have done well, leading the pack in terms of sub sectors within the fixed income market. He also shares that defensive names are likely to be in favour this year, especially with the increased uncertainty around the banking sector. The banking sector is also discussed today by Andrei and Pamela, reflecting on the Silicon Valley Bank situation and other news.Recorded on March 22, 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.

In a recent historic deal, Switzerland’s largest bank acquired rival bank Credit Suisse. This follows on the heels of the recent collapse of U.S. lenders Silicon Valley Bank and Signature Bank. Fidelity Vice President of Product Andrew Clee breaks down what this historic deal in Switzerland means for central banks around the world and what it could mean for investors. Andrew says although the market is still digesting the news in some respect, at the same time, markets have reacted. Never before has a transaction like this benefited equity holders above debtholders. In response, the 2-year treasury yield curve shifted by 8 standard deviations, an unprecedented move never seen before. Along with rallies in the 10 year, bonds are now moving the opposite direction of stocks, which is good for the 60/40. Clee also highlights now more than ever in this type of market environment, financial advice has never been more crucial. Investors should stay defensive and diversification is critical. Recorded on March 20, 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.

Between buying clothes via TikTok, Instagram and other apps, or flying to Europe to purchase a luxury handbag, the way consumers shop has greatly evolved. It’s not just how consumers purchase their products, but what they are purchasing and why that can offer insight into the state of the global economy. In today’s market environment, how are consumers spending their time and their money? And are higher interest rates impacting the consumer how we might think they are? Aneta Wynimko, portfolio manager of Fidelity Global Consumer Industries Fund, joins host Bryan Borzykowski today to discuss where she is seeing opportunities in consumer brands. Aneta shares how she looks for companies with strong brands that have been built over decades or even centuries. Currently, she favours companies that sell directly to a consumer. As we’re living in a world where there is a lot of noise, a lot of new products and companies, well-known brands can cut through that noise. And as consumer sentiment shifts, Aneta comments on the changes that have impacted how people spend, noting consumers are resilient and lately have increased their focus on sustainability, wellness, mental health and physical health. Aneta is also paying attention to companies who control their own inventory and also strengthen the relationship with their consumers through their own sites, and apps, and taking feedback. Also today Aneta and Bryan discuss inflation, the affordability of credit, travelling, brand loyalty, trends in China, and if there are still supply chain concerns, among other topics.

Recorded on March 17. 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 the show today is portfolio manager Connor Gordon. Today's uncertain marketplace has highlighted the importance of investing in high-quality names. Late last year, Fidelity launched Global Small Cap Opportunities Fund, which aims to uncover value by identifying high quality companies that are mispriced. Could a position in this space be what investors need during a time of market volatility? Connor joins host Bryan Borzykowski to discuss all of this and more, including an update on the fund and explaining why investors should be looking at small caps. From a long-term perspective, Connor is a believer in market leadership and given that the last 12 years have been led by U.S. large cap and tech stocks, a favour to global small caps could be favourable. Short term, small caps are attractively valued currently with a wide valuation spread relative to large caps. He’ll also touch on the complimentary approach achieved by Connor and co-portfolio manager Chris Maludzinski, bringing a diversity of experience from their sector coverage and Fidelity career experience. Also, the funds sell discipline and where they are finding investment opportunities globally, among other topics.

Recorded on March 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.

It’s been a big week for market news, and in today’s FidelityConnects podcast we’re bringing you some quick insights on the big topics of the week. Jordan Chevalier, communications manager, spoke with both Jurrien Timmer, director of global macro, and Jeff Moore, fixed-income portfolio manager. Jurrien unpacks the developing Silicon Valley Bank situation, and Jeff reflects on the latest action in both U.S. and global bond markets, as well as the latest European Central Bank rate hike.These are evolving situations, please note that Jurrien’s comments are as of March 13, and Jeff was recorded on March 17, 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.

It’s been a rocky start to the year for real estate markets as volatility persists. A stronger job market in the U.S. and a complete return-to-office in most Asian countries are just some of the factors driving real estate. Could we see a boom in rental demand, and if so, in which sector? And what strategy is today’s guest using to be best positioned for an interest rate pivot? Steve Buller, portfolio manager of Fidelity Global Real Estate fund joins us today to discuss how he’s navigating today’s global real estate market landscape, and where he’s finding opportunities. Steve shares with host Pamela Ritchie how he takes a balanced approach to his portfolio, balancing growthy and defensive with risk-on and value. Among other topics, Steve also unpacks office real estate being affected by hybrid working. Also, trends he is seeing in leisure, lodging and business travel in both North America and internationally. As well as patterns in malls and retail real estate.

Recorded on March 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.

The constant tug-of-war between rising interest rates and the related strength of global economies means that investors are still wondering how 2023 will shape up. Regardless of which side of the narrative resonates most with you, the potential for volatility and uncertainty remains a common agreement among many market participants. Here to discuss how he’s navigating this environment within the context of a liquid alternative strategy is Brett Dley, Portfolio Manager. Today Brett joins host Rory Poole, Director, Alternatives, to share more about his fund, Fidelity Market Neutral Alternative Fund, and how his strategy fairs in today’s market environment. He also explains what a pair trade looks like for his fund, using an example from the industrial factor. Brett also explains how his investments are one dollar long and one dollar short for a net exposure of zero, and if dividends factor into his investment decisions, among other topics today.

Recorded on March 14, 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.

Whether you or someone you know is planning to buy a new home, or if owning your own home is a dream of yours down the road, the first home savings account or an FHSA, allows you to save up to $40,000 tax-free towards the purchase of your first home. The Federal government recently announced this new tax-free account for first-time homebuyers. To tell us all about this new initiative is David Daladouire, Director of Operations in Client Services. David discusses with host Emily Anonuevo the details of an FHSA and how it can help investors save for their first home. He also breaks down the nitty-gritty details of an account, such as the tax benefits of signing up and how long you can keep your account… which is longer than you might think!

Recorded on March 2nd, 2023.

Boost your down payment! You could win $8,000 and put it toward your first home. Learn more and enter here: https://go.fidelity.ca/FHSA-Contest

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 fallout from Silicon Valley Bank continues to send shockwaves through the markets. The U.S. banking sector has been hit the hardest, and as we continue to assess and digest the news, we ask what lessons can be learned from the collapse of SVB. Joining us today is Fidelity Director of Quantitative Market Strategy, Denise Chisholm. With host Pamela Ritchie, Denise looks at if the SVB situation means potential opportunities for active managers. And, how this could impact central banks and their path to fight inflation, or lead to more regulatory efforts to ensure financial stability. Denise looks at how the collapse could affect other sectors and explains the differences from the 2008 financial crisis. Denise unpacks this and more including focusing on global macro variables, and the key sectors and factors to keep an eye on currently, all from her quant perspective.

Recorded on March 14, 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.