FidelityConnects

Bonds, yields, and the Fed – Celso Muñoz

It’s been a mixed picture for treasury yields this week amidst the ongoing volatility. Despite the recent lows, US yields are still above the five-year average, making bonds an attractive investment to many. Which factors are driving the appeal of fixed income investments? And why might the Fidelity team be the right choice for you? Joining the show today for his fresh perspectives on the bond market, including his take on the Fed’s latest interest rate decision is Fidelity Portfolio Manager Celso Muñoz. Celso co-manages several funds including Fidelity Multi-Sector Bond Fund and Fidelity Tactical Credit Fund.

Recorded on March 21, 2025.

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 a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

A comprehensive look into the global markets with Tom Stevenson – March 19, 2025

Europe is seeing a resurgence in investor interest. As President Trump’s tariff policies continue to fuel concerns of an economic downturn, market participants have turned their attention beyond the US. Is there more room for international markets to rise? And which investment themes is today's guest watching closely? Joining the show today to unpack his perspectives on the global market landscape is Fidelity Investment Director Tom Stevenson.

Recorded on March 19, 2025.

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 a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

 

The Fed decision: Impact on markets in March 2025 – David Tulk

The Federal Reserve has left its benchmark rate unchanged. Staying steady between 4.25 and 4.5 per cent, Fed Chair Powell stated that Trump’s tariffs threaten to slow the economy’s growth even more. During the press conference, Powell said that while “we were getting close and closer” to stabilizing prices, “I wouldn’t say we were at that.” Joining the show today to unpack the latest Fed decision, and what it means for inflation and the global economy, is Portfolio Manager, David Tulk.

Recorded on March 20, 2025.

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 a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

Reddit asked, we answered: Tax and estate planning insights – Jacqueline Power and Giselle deSousa

On today's show, Fidelity Canada’s tax and estate planning experts unpack the Q&A from their recent Reddit AMA (Ask Me Anything). Are you looking to leverage a registered account such as an RRSP, TFSA or FHSA to your advantage? Purchasing your first home? Have elderly people in your life and need to consider an estate plan? Or maybe you want to get ahead and set your family up for success? Now is the perfect time to start thinking about smart financial decisions for yourself and loved ones.

Recorded on February 28, 2025.

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 a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

Executive Exchange with Brookield's Brian Kingston

Brookfield Real Estate is a global leader in property investment and management. With a diverse portfolio spanning residential, office, and retail sectors worldwide, Brookfield Real Estate remains at the forefront of industry innovation. Today's guest is at the helm of this dynamic business. As CEO, Brian Kingston oversees investments, operations, and the expansion of the Real Estate business. Under his leadership, Brookfield has conducted a wide range of mergers and acquisitions, further strengthening its global presence. Joining the show today is Brian Kingston, Chief Executive Officer of Brookfield's Real Estate business, for the third instalment of our series of conversations with CEO’s, to provide a look at how he’s navigating the complexities of today’s real estate market, and his vision for the future of the industry. 

Recorded on March 18, 2025.

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 a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

The ETF round-up with Étienne Joncas-Bouchard: March 2025

Bonds and equities continue to attract strong inflows. And for the first time in a long time, international equities have been selling on par with US equities, signalling a shift in where investors are putting their money. How are changes in global fiscal policies, especially in Europe, impacting international investment strategies? With more investors seeking diversification, how can Fidelity All-in-One ETF’s help clients balance their portfolios? Joining the show today to unpack all this and more is Fidelity Director of ETFs and Alternatives Strategy, Etienne Joncas-Bouchard.

Recorded on March 14, 2025.

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 a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

Finding global opportunities in 2025 – Mark Schmehl

Wall Street’s balancing act continues. Equity markets opened slightly higher at the start of this week, with the S&P crawling out of correction territory. With volatility exacerbated by President Donald Trump’s chaotic tariff policy rollout, how is today's guest navigating market turbulence? And where in the world is he spotting the next opportunity?  Joining the show today for his analysis on the latest market movers, and for his perspectives on the trends influencing portfolio positioning, is Fidelity Portfolio manager Mark Schmehl. Mark manages several funds, including Fidelity Canadian Growth Company Fund, Fidelity Special Situations Fund and Fidelity Global Innovators Class, and he is a co-manager on Fidelity Global Equity+ Fund.

Recorded on March 17, 2025.

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 a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

March 2025 Bank of Canada reaction – Sri Tella and Lee Ormiston

The Bank of Canada has cut its benchmark interest rate by 25 basis points. Sitting now at 2.75%, this is the lowest policy rate since 2022. B.O.C. Governor Tiff Macklem told reporters that while Canada’s economy finished 2024 on solid footing, it is now facing a new challenge due to the trade war with the US. What does this decision mean for fixed income and credit markets? Joining the show today for their reaction to the latest Bank of Canada rate decision, and what it may mean for Canadian investors, are Portfolio Managers Sri Tella and Lee Ormiston.

Recorded on March 13, 2025.

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 a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

Put Fidelity's quantitative expertise to work for you – Neil Constable

At the start of the year, Fidelity Canada launched three new products built on Fidelity's robust quantitative and fundamental research. These new products and many others including Fidelity’s Factor ETFs are managed by Fidelity's Quantitative Research and Investments Team, which includes more than 200 dedicated quant developers and technologists. In today’s digital age where data is playing an increasingly important role in every facet of life, quantitative investing is expected to grow in the marketplace in the years and decades to come. Joining the show today is Neil Constable, Fidelity Head of Quantitative Research and Investments, to further unpack how the Quantitative Research and Investment Division fits within the broader Fidelity ecosystem and share how these new data-driven solutions may benefit you.

Recorded on March 12, 2025.

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 a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

New political leadership and policy direction in Canada – David Herle and Kory Teneycke

With both the Ontario election and Liberal leadership race now decided, the attention of the nation is on the upcoming spring federal election. Under the threat - and the reality - of tariffs from the United States, Canadians are at an unfamiliar point in the nation’s history. How might new federal leadership deliver policy to help steer us into a new era of Canada/U.S. relations? Joining the show today to offer their insights into everything from tax policy to build-outs of A.I. and defence spending, as well as all things politics are Kory Teneycke, former director of communications to Prime Minister Stephen Harper and CEO of Rubicon Strategy, and David Herle, former top advisor to Prime Minister Paul Martin, and Partner at Rubicon Strategy.

Recorded on March 11, 2025.

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 a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

Jurrien Timmer's global macro view – March 10, 2025

Tariff discussions dominated last week’s news cycle, and with market uncertainty still high, major U.S. and Canadian indexes are down to start the week, with the DOW down 200 points. With some citing potential recession fears, what might it all mean for investors? Joining the show today to unpack the macro themes on his radar, and what it may mean for you, is Fidelity Director of Global Macro, Jurrien Timmer.

Recorded on March 10, 2025.

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 a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

Analyst perspectives: Tariffs, earnings and trends in the Materials sector – Claire Fleming

The U.S. tariffs on Canada and Mexico have sparked industry disruptions. Just yesterday, President Trump announced he will lower the threatened 25 per cent tariff rate on Canadian potash to 10 per cent, after facing backlash from American farmers. Beyond potash, other areas like lumber and metals producers are feeling the heat. How are tariffs and policy demand affecting the materials sector? And which companies are better positioned to weather these impacts?Joining the show today to break down what’s shaping the materials sectors for this quarter and beyond is Equity Research Analyst Claire Fleming.

Recorded on March 7, 2025.

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 a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

Beyond tariffs: Where to find investment opportunities & avoid traps – David Tulk, Jin Hwang and Payton Liske

With potential U.S. tariffs on Canada, and other news in the headlines, investing in the markets can feel scary. It doesn’t have to be. Tune in to listen to Fidelity’s experts managers on the latest in Canada-U.S. relations, their long-term perspectives on the markets and where they are finding investment opportunities to protect and grow people’s hard-earned savings. Additional insights from Andrew Marchese and Don Newman. This show was initially presented as a live webcast of The Upside, our investor webcast on March 6, 2025.

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 a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

Denise Chisholm's sector and factor perspectives – March 6, 2025

It’s like the classic tale of “he said, she said”, but this time, it’s a battle between two different inflation indicators. The University of Michigan’s survey on long-term inflation expectations rose to the highest level in almost three decades. While their expectations have surged, market-based measures – such as TIPS breakevens - have been far more stable, showing a more modest rise over the last six months. So historically, which measure has been a better guide? Joining the show today to unpack all this and more, including the sectors she favours in today’s market uncertainty is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.

Recorded on March 6, 2025.

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 a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

In conversation with former Canadian Ambassador to U.S. – David MacNaughton

President Donald Trump’s sweeping tariffs on Canada, Mexico, and China have world leaders and markets reacting sharply. Speaking from Parliament Hill last week, Prime Minister Trudeau says Canada will immediately begin implementing 25 per cent tariffs against 155 billion dollars’ worth of American Goods. Trudeau bluntly called Trump’s blanket tariffs “dumb”, and said Canadians “will not back down from a fight.” How will these tariffs impact Canadian industries and sectors? And how should Canadian officials approach negotiations and trade talks moving forward? To help us explore Canada’s next steps, former Canadian ambassador to the U.S. during the Obama and Trump administrations, David MacNaughton, joins the show today.

Recorded on March 5, 2025.

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 a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

Tariff talk: Protecting capital and seizing opportunities – Andrew Marchese, Dave Way, David Tulk, Joe Overdevest and Patrice Quirion

So what is a tariff? Tariffs are taxes imposed by a country on imports from another, a varying percentage of the value of that import. In the U.S. the tariffs are paid by the importer to the U.S. Treasury, collected by the Customs and Border Protection agents. As far back as November, then president-elect Trump hinted at the possibility of imposing tariffs and now in early March the tariffs have been implemented. Today we have comments from five Fidelity experts to unpack how they are staying informed and level-headed, while aiming to protect investors hard-earned savings. This was initially presented as an episode of The Upside, our investor webcast.

Recorded on March 3 - 6, 2025.

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 a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

Dividend investing in the first half of 2025 – Don Newman

Trump’s tariffs are now in motion. North American equity markets dipped last week following the effect of the 25% tax on goods from Mexico and Canada, along with an additional 10% duty on Chinese imports. With market uncertainty unfolding, dividend investing takes centre stage, offering investors stability in volatile times. As we see a shift in market dynamics, how is today's guest spotting the best dividend opportunities without taking undue risk? Joining the show today to discuss his outlook for the months ahead is Fidelity Dividend Fund Portfolio Manager, Don Newman.

Recorded on March 4, 2025.

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 a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

RRSP wrap-up: What's next for markets and investors? – Andrew Clee

At Fidelity, we’re here to help. From expert insights to innovative investment solutions, we’re committed to guiding you through your investment journey.  We’re also excited to introduce new products designed to help investors navigate today’s markets with confidence. Joining the show today for a look at how Fidelity is here to empower you is Fidelity Vice President of Product, Andrew Clee.

Recorded on March 3, 2025.

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 a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

Factor investing in today's market cycle – Bobby Barnes

2024 was an exceptional year for momentum.  AI driven names helped fuel this win. But as 2025 unfolds, unveiling an air of uncertainty in the markets, today's guest says there is another factor stirring the pot. Joining the show today to discuss the factors shaping today’s markets and why, is Fidelity Head of Quantitative Index Solutions, Bobby Barnes.

Recorded on February 28, 2025.

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 a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

 

Politics and your wallet: How to stay a step ahead – Tom Stevenson, Ilan Kolet and KY Wong

Are politics in Canada and the U.S. dominating your news and social feed – and do they have you worrying about your investment portfolios? Tune in to learn about how Fidelity’s investing pros are thinking long-term and trying to step ahead. Fidelity Institutional Portfolio Manager and former Bank of Canada analyst, Ilan Kolet, will talk about what's happening in Canada and ways he is protecting clients portfolios. Tom Stevenson, Investment Director, Fidelity International, will share global impacts and where there might be investment opportunities in Asia, Europe and around the world. Additional insights from Jurrien Timmer, KY Wong, and Pedro Antunes. This show was initially presented as a live webcast of The Upside, our investor webcast on March 4, 2025.

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 a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.