FidelityConnects

Fidelity Managed Portfolios for RRSPs – David Wolf

Fidelity Managed Portfolios has surpassed $50 billion dollars in assets. With several solutions to choose from, Fidelity Managed Portfolios utilize a range of investment styles to fit your needs. How is the Global Asset Allocation team working to continue driving performance for investors? Why should advisors consider incorporating them into client RRSPs? David Wolf, Portfolio Manager, is today’s guest, joining host Pamela Ritchie to unpack the latest market action influencing the Global Asset Allocation team.

Recorded on February 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.

Analyst perspectives: U.S. staples, retails & hardlines 2024 recap – Chase Bethal

Over the least three years, the consumer staples sector has lagged behind the broader S&P 500. The first US CPI reading of 2025 showed core inflation rising at its fastest pace in nearly a year, amid a further uptick in goods prices and ongoing stickiness in services inflation. What are the factors driving the hesitancy to be invest in consumer staples? Is an upside around the corner? Joining us to unpack today’s consumer story is Chase Bethel, Fidelity Equity Research Analyst, who covers the US Staples, Retails and Hardlines sectors.

Recorded on February 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.

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

Canadian ETF inflows hit $76 billion dollars in 2024 - a 45% increase from the previous record set in 2021. A big trend was flows returning to bonds and duration. While crypto was a huge driver of flows in the US, it wasn’t so hot with Canadian investors. What are some of the trends shaping the ETF space today, and how can investors benefit from Fidelity All In One ETFs? Etienne Joncas-Bouchard, Director of ETFs and Alternatives Strategy, joins host Pamela Ritchie on today’s podcast.

Recorded on February 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.

How financial advisors can maximize RRSP season for their clients – Peter Bowen and Michelle Munro

There are only a few weeks left in RRSP season before tax season kicks into high gear. Add in the marquee tax topic of the year - the capital gains inclusion rate - and you have a full plate of financial decisions to navigate. With tax season around the corner, are you prepared for what’s ahead? And how can you make the most of RRSP season? Joining the show today to unpack all this and more, including a look at the latest tax and policy changes, is Fidelity Vice President of Tax and Retirement Research Peter Bowen, and Fidelity Director of Tax and Retirement Research, Michelle Munro.

Recorded on February 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.

Ready, set, save: RRSP strategies for every stage of life – Michelle Munro, Jacqueline Power and Giselle de Sousa

Do you want to make the most out of your money this RRSP season? Hear from fellow Canadians on how they feel about this annual practice and learn from industry experts about retirement insights – whether you’re early, mid or tenured in your career. We’ll be joined by Fidelity’s tax and retirement experts Michelle Munro and Jacqueline Power and tax and estate planning expert Giselle de Sousa. Not sure what RRSP season is? Don’t worry, you’re not alone. Tune in to find out! Remember, working with a financial advisor can provide you with the experience and resources to achieve your goals and make the most of your money.

*VIDEO ON!* This video was first released as an episode of Fidelity Canada’s “The Upside” investor webcast series. 

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 – February 10, 2025

U.S. equities opened higher this week as investors brace for key economic reports. On deck for release is U.S. CPI, PPI, and retail sales data. Fed Chair Jerome Powell also took to Capitol Hill for his semiannual testimony to lawmakers earlier this week. Joining the show today to unpack the macro themes on his radar this busy week ahead, and what it may mean for you, is Fidelity Director of Global Macro, Jurrien Timmer.

Recorded on February 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.

Opportunities driving the health care sector in 2025 – Alex Gold

The healthcare industry stands at a turning point. Aging populations, surging demand, and rising costs are among the key pressures facing global health care. However, these challenges also open the door to opportunities in innovation. What could be the top health care trends of 2025? And how is today’s guest navigating the current market environment? Alex Gold, Portfolio Manager, Fidelity Global Health Care Fund, joins host Pamela Ritchie to share his outlook on the global health care sector in 2025, and the themes he’s watching this year.

Recorded on February 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.

 

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

With tariffs in focus, today's guest looks to history for market clues. She says that, according to history, “the more you see tariffs, the more you see a disinflationary trend." And she reveals three key lessons history can teach us. What are these lessons? And what are the top sectors in her playbook for the current market environment? Joining the show today to discuss her latest sector thesis is Fidelity Director of Quantitative Market Strategy, Denise Chisholm. 

Recorded on February 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.

Economic emergency: Speaking with Canada's former chief trade negotiator – Steve Verheul

U.S. President Trump has hit pause on his tariff war with Canada and Mexico - a move that calmed consumers and investors around the world. Despite China announcing new retaliatory tariffs on select American imports, market sentiment remained cautiously optimistic. To what extent does President Trump’s tariff strategy reflect a genuine commitment to border security? And how might a trade war reshape international trade dynamics and geopolitical alliances? Joining today's show is Steve Verheul, Canada’s former Chief Trade Negotiator, for an insightful conversation on trade policy and negotiation, and what incoming tariffs may mean for investors. As Canada’s Chief Trade Negotiator from 2017 to 2021, Steve was responsible for negotiating Canada’s most important trade deals including the new NAFTA, or, USMCA, and the Canada-European Union trade agreement. Most recently, Steve served as a special advisor on trade policy to Canada’s Deputy Minister of Finance.

Recorded on February 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.

Unlocking alpha and dividend opportunities – Ramona Persaud

To impose tariffs or not… that is the question. This week has been a whirlwind for Canada and the U.S., as it was announced that Trump’s impending tariffs would be paused for 30 days. With Trump in office for just shy of one month, market volatility is surging - and today's guest has the perfect word for the new administration: mercurial. How might investors turn moments of uncertainty into opportunity? Joining the show today to unpack where she’s finding high-quality investment opportunities in today’s market environment, and to provide an update on Fidelity U.S. Dividend Fund is portfolio manager, Ramona Persaud.

Recorded on February 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.

How politics will affect your wallet in 2025 – Ilan Kolet and more

Join Ilan Kolet, Institutional Portfolio Manager, to understand how politics will affect your wallet in 2025. Ilan, a former Bank of Canada economist, provides context on how the political noise could affect your investment strategies during RRSP season, and provides an update on Fidelity Managed Portfolios. Also hear from Fidelity Portfolio Managers and leading political experts as they unpack news on both sides of the border. Prime Minister Trudeau’s resignation, a looming Canadian election and what’s next for fiscal policies. Also President Trump’s second term, trade and tariffs and the impact on geopolitics. This video was first released as an episode of Fidelity Canada’s “The Upside” investor webcast series. 

Recorded February 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.

Analyst perspectives: Fourth-quarter financials in review – Thomas Goldthorpe

The largest U.S. banks posted significant fourth-quarter revenue and profit gains. Earlier this month, U.S. banks reported positive earnings thanks in large part to busy trading during U.S. election season. Here at home, Canadian banks posted mixed earnings as mortgage renewals, rate cuts and credit loss provisions topped investor worries. What might be some of the headwinds for Canadian banks this year? And why does today's guest say this is the year of stabilization for banking sector? Joining the show today to unpack the latest in Canadian and U.S. financials, including what’s driving performance, and how tariffs may impact the sector in 2025 is Fidelity Equity Research Analyst, Thomas Goldthorpe.

Recorded on January 31, 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 – February 3, 2025

Over the weekend, President Trump announced his intention to follow through with his tariff threat on key trading partners. Canada was to see a 25% tariff on goods exported to the United States, and a 10% tariff on energy resources. In response, the Canadian government was set to impose 25% tariffs on $30 billion dollars in goods imported from the US. These tariffs were ultimately averted, but the threat of future tariffs still looms over the North American economy. Joining the show today to unpack what this development means for global markets, and our integrated economies, is Fidelity Director of Global Macro, Jurrien Timmer.

Recorded on February 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.

January 2025 Bank of Canada reaction – Don Drummond

The Bank of Canada has cut its key interest rate by 25 basis points. This is the sixth consecutive cut by the bank, and it brings their key lending rate to 3%. With Trump’s tariff threat looming over Canada, what might this mean for future cuts? And what might it all mean for the economy, the dollar, and your investment decisions? Joining the show today to unpack all this and more is renowned economist Don Drummond. Don is a former Chief Economist at TD Financial Group, and current Stauffer-Dunning Fellow and Distinguished Visiting Scholar in the School of Policy Studies at Queens University.

Recorded on January 30, 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 secret behind founder-led companies – Dan Kelley

Some of the biggest names making noise on Wall Street are founder-led. Notably, early last week, DeepSeek sent equity markets into a frenzy, highlighting the powerful impact of companies led by their original visionaries. What are some of the founder-led companies are making noise in today’s marketplace? And which themes are helping today's guest decide which companies to invest in? Joining the show today to discuss all this and more is Fidelity Founders Class portfolio manager, Dan Kelley.

Recorded on January 29, 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.

VISION 2025: Diversifying your equity strategy with Global Equity+ Fund – Mark Schmehl, Dan Dupont and Hugo Lavallée

On Wednesday January 22, Fidelity Investments Canada hosted VISION 2025 Toronto, a full-day event connecting Fidelity’s portfolio managers and experts with thousands of advisors joining both in-person and virtually across the country. During the afternoon the Fidelity Global Equity+ Fund trio of portfolio managers hit the stage. Hugo Lavallée moderated the session with his colleagues Dan Dupont and Mark Schmehl. We’ll hear today how this fund is a combination of their distinct styles, setting the fund apart and bringing diversification. These experienced portfolio managers who all manage funds of their own and have worked together for 20 years, hit the stage for nearly an hour.

Advisors can watch full video replays of the event and qualify for CE Credits. Please visit fidelity.ca or reach out to your wholesaler for more information.

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.

Fidelity's data-driven quant capabilites – Neil Constable

Fidelity Canada launched three new products on Tuesday January 28. Built on Fidelity's robust quantitative and fundamental research, these new products are managed by Fidelity’s Quantitative Research & Investments team. 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. Today we’re joined by Neil Constable, Fidelity Head of Quantitative Research and Investments, to unpack how the Quantitative Research and Investment division fits within the broader Fidelity ecosystem and share how these new data-driven products may benefit clients.

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.

VISION 2025: Lessons learned over a storied career – Will Danoff

On Wednesday January 22, Fidelity Investments Canada hosted VISION 2025 Toronto, a full-day event connecting Fidelity’s portfolio managers and experts with thousands of advisors joining both in-person and virtually across the country. Portfolio manager Will Danoff hit the stage in the afternoon, sitting down with moderator Glen Davidson. Among other topics, Will shared his main takeaways investing in 2024, and what he is focused on for 2025. Also, a look at his investment process, what has contributed to his success over a long career, and his thoughts on the current market environment and macroeconomic backdrop. For Canadian investors, Will manages Fidelity Insights Class.

Advisors can watch full video replays of the event and qualify for CE Credits. Please visit fidelity.ca or reach out to your wholesaler for more information.

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.

Unpacking the tariff threat – Ilan Kolet, Reetu Kumra, and more

President Trump is continuing to threaten tariffs on Canada. What could tariffs do to the Canadian economy, the loonie, and consumers? Fidelity Investments experts weight in on this developing story, first released as an episode of Fidelity Canada’s “The Upside” investor webcast series. Today we hear from Ilan Kolet, Institutional Portfolio Manager, Reetu Kumra, Director of Research and Portfolio Manager, and Equity Research Analysts Bobby Reynolds, Claire Fleming, Andrew Hall, and Thomas Goldthorpe.

Recorded January 23 – 30, 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.

Why emerging markets in 2025? – Abhijeet Singh

Trump’s tariff threat and a strong U.S. dollar are putting pressure on Emerging Markets. While China’s economic activity accelerated more than expected in the final three months of 2024, was this short-lived? And within which regions does today's guest see value in over the next few months? Joining the show today discuss the investment themes shaping Fidelity Emerging Markets Fund for the months ahead is Institutional Portfolio Manager Abhijeet Singh.

Recorded on January 24, 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.