There is a lot to make sense of in today’s market environment. Jurrien Timmer, Director of Global Macro, is back to help us cut through the noise with his weekly global macro and markets update. Jurrien explains that the worst of the correction is behind us now. Also, that the markets expectations have been altered by the speed of the U.S. Federal Reserve. Per usual, Jurrien has a few charts to share, so please head to @TimmerFidelity on Twitter to follow along. Today’s charts include topics such as the Fed’s tightening cycles, and a focus on the Utilities Sector. When looking at certain sectors, Jurrien reflects on the shifts we’ve seen over the last two years, and noting that the Utilities Sector, which traditionally underperforms in a rising market, offers a nice yield and low beta currently.

Recorded on January 31, 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.

Portfolio manager David Way is featured on today’s episode. For Canadian investors, Dave manages Fidelity Long/Short Alternative Fund, and he explains his investment approach to host Pat Bolland, noting how the fund allows him to own stocks that he is both optimistic and more pessimistic about. Dave explains how he looks for change happening in an industry that could have an impact on stocks, but the market is not yet paying attention to. This is done balancing optimism about the future, and short-term bumps or challenges. Dave further details the short side of the portfolio, comments on trends he is currently following, opportunities he is seeing, and promotes the benefits of Fidelity’s research resources.

Recorded on January 26, 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.

Hugo Lavallée, portfolio manager, explains his contrarian style of investing on today’s podcast. According to Hugo, this means focusing on what’s out of favour and analyzing why it’s not working, before making investment decisions. Hugo relies on the fundamentals and technical analytics to analyze companies, and right now is spending time researching what is unpopular, which he says is small caps, The Russell Indexes, the previously popular COVID winners, and IPOs. Among other topics, Hugo and Pamela also talk tech, ESG, market volatility, and the Fidelity Climate Leadership Funds, launched in 2021. In addition to Climate Leadership, Hugo manages Fidelity Canadian Opportunities Fund and Fidelity Greater Canada Fund, for Canadian investors.

Recorded on January 26, 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.

On today’s show we welcome fixed income portfolio manager Sri Tella. Sri is based out of Fidelity’s fixed income headquarters in Merrimack, New Hampshire, and for Canadian investors is involved with 12 Fidelity funds, including Fidelity Canadian Bond Fund, Corporate Bond Fund, and the fixed income subportfolio of Fidelity Inflation-Focused Fund. A fund launched in September 2021, that aims to invest in securities collectively resilient to inflation, leveraging Fidelity’s vast global network and proprietary research. Sri and host Pamela Ritchie look at the state of fixed income, including Sri’s outlook for Canada’s bond market and indicators to watch in 2022. This discussion was recorded on Thursday January 27th during a week of central bank and monetary policy developments. Sri reflects on the Bank of Canada not raising rates, discusses the various asset classes within fixed income, looks at Canadian debt levels, housing, and employment.

Recorded on January 27, 2022.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_fidelityconnects_tella_27jan.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.

Dans cet épisode de la série Échange sur les FNB Fidelity, présentée dans le cadre des DialoguesFidelity, l’animateur Étienne Joncas-Bouchard accueille Meghan Chen. Mme Chen est stratège en actifs numériques chez Fidelity Investments Canada. La discussion d’aujourd’hui vise à offrir aux conseillers et aux investisseurs une explication sommaire des cryptomonnaies et du bitcoin en particulier. Mme Chen traite de ce qui définit une cryptomonnaie et le bitcoin, des moyens d’investir dans des actifs numériques (en mettant l’accent sur les FNB de cryptomonnaies) et, surtout, du rôle qu’ils peuvent jouer dans un portefeuille.

Date : 24 janvier 2022

Jurrien Timmer, Director of Global Macro, joins us again today to share his markets and global macro perspectives. Today’s podcast was recorded on the morning of January 24th, amid a time of volatility in the markets. Jurrien and host Pamela Ritchie reflect on this volatility, with Jurrien sharing that drawdowns are normal, especially against the backdrop of the growth seen since the March 2020 lows. Jurrien also looks at inflation, historical market performance during U.S. election and mid-term years, returns of various sectors, and geopolitics, among other topics. Per usual, Jurrien will have a few charts, so please load up @TimmerFidelity on Twitter to follow along.

Recorded on January 24, 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.

Director of Quantitative Market Strategy, Denise Chisholm, joins us again for her sector and factor watch. Today Denise looks at which sectors and factors may lead in the coming months, also reflecting on the current narratives in the market, including that the value factor of cheap stocks tend to be protective when the Fed is raising rate. Today Denise also looks at value in energy and financials, noting that energy and financials are the cheapest of the 11 sectors, ranked relative to the market and their history. Additionally, Denise believes inflation is going to be higher cycle to cycle mainly because of the wage dynamics that have been seen, which have taken hold and will be long lasting.

Recorded on January 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.

In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, co-hosts Étienne Joncas Bouchard and Andrei Bruno sit down to recap notable trends and headlines in the Canadian ETF Industry for 2021. With more than $50B in net new assets coming into the ETF industry, 2021 was another record year. Key topics discussed include the return of positive flows for fixed-income ETFs, continued growth for multi-asset ETFs, as well as a conversation on investment factor performance, and an outlook for 2022.

Recorded on January 20, 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.

John Roth, Portfolio Manager of Fidelity U.S. All Cap Fund, discusses the latest on U.S. equities and where they may be going against the backdrop of rising inflation. Fidelity U.S. All Cap Fund boasts the flexibility to invest in the best companies regardless of sector, style and market capitalization. With host Pamela Ritchie, John reflects on market performance of the past and looks at what it means for the future, and how he’s positioned his fund accordingly. John expands on what parts of the market he is currently excited about, including sharing some thoughts on EVs and the auto industry, as well as energy.

Recorded on January 20, 2022.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_fidelityconnects_roth_20jan.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.

There is a lot happening in the world, and a lot of news to digest. Today we welcome back Tom Stevenson, Investment Director at Fidelity International, who will provide his views on the global markets, including insights on macro trends and areas of opportunity across the different sectors. Tom is based out of London, and will help us look beyond the headlines today - focusing on inflation, central bank response, earnings season and valuations, COVID reopenings, and more, with host Pamela Ritchie. Also today, Tom looks at energy and geopolitics, trends in ESG investing, and why some are now considering investing in China to be a contrarian opportunity.

Recorded on January 19, 2022.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_fidelityconnects_stevenson_19jan.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.