Fidelity Canada offers a range of Canadian, US, and global ETFs in different asset classes. Whether it's active, factor-based, fixed income, sustainable investments or digital assets, Fidelity offers a mix of ETFs for various investment styles or time horizons. Joining the show today to talk us through his best ideas with Fidelity ETFs, and for a look at the latest ETF industry trends, is Fidelity ETF strategist Raghav Mehta. Raghav delves into the concept of using factor-based models in ETF selection, citing Fidelity's Systematic Canadian Bond ETF as an example of how quantitative analysis can optimize bond portfolios for risk-adjusted returns. He also emphasizes the importance of seasonality in investment decisions, and how historical patterns can guide current strategies. As an example, he highlights the potential benefits of Canadian bonds with extended durations following rate cuts, pointing out their historical outperformance in such periods. He also discusses Fidelity's All-In-One ETFs as comprehensive solutions for diversified portfolios, being designed to navigate various market conditions efficiently, and explains his team's strategic approach to their ETF offerings, blending historical analysis with quantitative methods to address investor needs across different asset classes and market environments.

 

Recorded on June 28th, 2024.