From the rapid spread of the omicron variant to the demographic opportunities across the global health care sector, join Portfolio Manager Alex Gold for his outlook for the sector in 2022. For Canadian investors, Alex manages Fidelity Global Health Care Fund. Alex is based in England, and will discuss the sub-sectors within health care, and how these different sub-sectors have been affected by COVID, and the lockdowns and reopenings over the last few years. Alex has the opportunity to speak with many industry CEOs and he’ll share what may be next for COVID vaccines, variants, and investment opportunities if COVID shifts to being endemic. Alex also discusses the current positioning of Fidelity Global Health Care Fund, noting the strong benefits of Fidelity’s global research resources.

Recorded on January 18, 2022.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_webcast_fidelityconnects_gold_18jan.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.

Naveed Rahman, Institutional Portfolio Manager, shares his outlook on investing in global markets and describes the fund positioning for Fidelity Global Intrinsic Value Class. Naveed works with renowned Portfolio Manager Joel Tillinghast on Global Intrinsic Value. Naveed shares the team’s perspectives on what’s happening in global markets currently, noting that they typically invest in reasonably priced stocks, that are high quality and cash generative in nature. Among other topics today, Naveed also discusses how the fund is currently overweight financials, energy and slightly overweight materials, relative to their benchmark. Naveed notes those are more cyclical sectors that should continue to benefit if we see a continuation of an inflationary, higher rate-oriented environment.

Recorded on January 18, 2022.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_theupside_rahman_18jan.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.

Jurrien Timmer, Director of Global Macro, joins us again for his weekly look at the markets. In today’s half hour discussion with host Pamela Ritchie, Jurrien dives into the current market environment. He shares we are seeing some changes recently from large cap growth to large cap value, such as financials and energy, which are benefiting from this rising rate environment. Also, emerging markets or non-U.S. stocks in general, may also benefit from these conditions. It’s earnings season, and Jurrien reflects on what we’re seeing so far. At the time of recording, 26 companies in the S&P have reported. Follow along with Jurrien’s charts: @TimmerFidelity on Twitter

Recorded on January 17, 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.

Aneta Wynimko, portfolio manager of Fidelity Global Consumer Industries Fund, joins the show today. Today Aneta looks at the state of the global consumer in 2022, noting that consumers have a lot of pent-up savings that they are willing to spend on travel and experiences currently, rather than goods. We’re also seeing a big trend with baby boomers in or nearing retirement, and a lot of their accumulated wealth will be spent in the coming years. A few others topics Aneta and host Pamela Ritchie unpack today include apparel and luxury goods trends, the food and beverage industry including plant-based foods and premium spirits, and supply chain issues that remain persistent.

Recorded on January 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.

Join Darren Lekkerkerker as he discusses his portfolio positioning entering into 2022 and where he is finding opportunities. Darren manages Fidelity North American Equity Class, and with host Pamela Ritchie, he’ll discuss striking a balance between U.S. and Canadian equities, for investors that are focusing on North America. Darren reflects on his personal investing style, current consumer sentiment, and shares his thoughts on industrials, supply chains, and transportation. He’ll also comment on exposure to commodities and combating inflation. In addition to managing Fidelity North American Equity Class, Darren also manages the equity subportfolio of Fidelity Canadian Balanced Fund, and co-manages Fidelity Global Natural Resources Fund alongside Joe Overdevest.

Recorded on January 12, 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.

So, what’s in store for Canadian investors in 2022? Today that question will be answered by Joe Overdevest, Director of Research and Portfolio Manager. Joe will be exploring the impact of COVID and the trends affecting Canada’s place in the global economy. With host Pamela Ritchie, Joe dives into the big topic of inflation, before looking at secular and cyclical themes, discussing financials, resources, and supply chains, among other topics. Also, as Director of Research, Joe shares a bit about how the investment team has adapted over the last two years, and how they continue to foster new talent while working remotely.

Recorded on January 13, 2022.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_theupside_overdevest_13jan.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.

Today we’re pleased to bring you another episode focusing on digital assets and bitcoin, featuring Vivian Hsu and Meghan Chen. On December 13, 2021, we posted our first episode with Vivian and Meghan, and we’re excited to continue the conversation today. Vivian is Director ETFs and Alternatives, and Meghan is Senior Product Solutions Analyst. With host Pamela Ritchie, Vivian and Meghan look at Fidelity’s advantage in the digital asset space and how advisors and investors can add bitcoin to their portfolio. Additionally, Vivian and Meghan will wrap up 2021 reflecting on flows, and looking ahead to trends and current market activity to keep an eye on this year. They will also speak about Fidelity Advantage Bitcoin ETF™ and Mutual fund, launched in December, and touch on the recent announcement that the All-In-One ETF products will now include a small allocation to bitcoin.

Recorded on January 13, 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.

From dividend yields to industry and sector shifts; join Ramona Persaud, Portfolio Manager, as she looks at what could drive opportunities in 2022. For Canadian investors, Ramona manages Fidelity U.S. Dividend Fund, and is subportfolio manager on four funds including Fidelity Global Monthly Income Fund. Ramona’s mantra is to face discomfort and to push through it. The last few years have been chock full of discomfort, and Ramona explains to host Pamela Ritchie how prior events helped her to face the COVID volatility with resilience and adaptability. Today, among other topics, Ramona looks at central bank policy, health policy and how that affects how she looks at markets. Also Ramona discusses “why dividends?”, and how she looks to generate returns.

Recorded on January 11, 2022.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_fidelityconnects_persaud_11jan.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.

Jurrien Timmer, Director of Global Macro, is back for his weekly appearance. Among other topics, Jurrien shares how the U.S. Federal Reserve has accelerated monetary policy more than usual, leading to an expected volatile change of hands towards value equities and lower volatility assets. Also as a result of the past stimulus packages Jurrien explains that the high volatility environment over the last year has caused growth equities to appreciate significantly. With the higher rates we are now seeing a reversion to this mean. Please head to @TimmerFidelity on Twitter to follow along with Jurrien’s charts.

Recorded on January 10, 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.

Charlie Hebard and Michael Kim provide an update on Fidelity Long-Term Leaders Fund, the Fidelity Disruption™ Funds, and discuss the importance of identifying and assessing long-term industry leaders worldwide. The team believes that disruptive companies may shape what the market looks like for years to come, responding to advances in technology, emerging industries, and changing consumer preferences. Charlie, managing director of research, and Michael, quantitative analyst, explain to host Pamela Ritchie what and who these funds are for, and why these types of products matter in 2022. Charlie expands, noting the funds look to invest in companies the team believes may disrupt profit pools, to become the mega-cap companies of tomorrow. Also discussed today are factors to consider for the markets in both the short and long term, valuations, inflation and commodities, among other topics.

Recorded on January 6, 2022.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_fidelityconnects_hebard_06jan.pdf