FidelityConnects

Exploring fixed income markets and December 2024 Bank of Canada reaction – Sri Tella

Today Portfolio Manager Sri Tella joins us and discusses the Bank of Canada’s recent decision to cut rates by 50 basis points. Sri says the focus shouldn’t be on how much they cut, but rather where they are headed going into 2025. Sri also shares his bond market perspectives and says diversified bond funds are closer to 4 percent and risk reward is positive. 

This podcast was recorded on December 13^th 2024.

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

Contrarian investing 2024 in review – Hugo Lavallée

Today Portfolio Manager Hugo Lavallée joins us to discuss current market volatility, navigating contrarian investing, and Canada’s evolving landscape. Hugo reflects on how global shifts, including geopolitical tensions and energy policies, are shaping opportunities for Canadian companies. He also provides strategies for investors aiming to stay ahead, with an emphasis on adapting to changing market dynamics. 

Recorded on December 10, 2024.

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 – December 16, 2024

Fidelity Director of Global Macro Jurrien Timmer is back on the show today to discuss the current market environment and his outlook for 2025. He addresses the strong year-end rally in the markets and the continued momentum in the “Magnificent Seven” stocks. He also discusses his expectations for earnings growth, interest rates, inflation, and treasury yields. Jurrien outlines how investors could navigate the new market environment by looking beyond the traditional 60/40 model and incorporating alternatives, gold, and cash.

This podcast was recorded on December 16^th, 2024.   

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

ETF strategies: Wrapping up 2024 – Étienne Joncas-Bouchard

Today, host Pamela Ritchie is joined by Director of ETF Strategy, Étienne Joncas-Bouchard to discuss record-breaking ETF inflows, shifting trends in asset allocation, and innovation in the Canadian ETF space. Étienne highlights the evolving role of thematic ETFs, spotlighting their appeal in targeting emerging sectors like clean energy and technology. Additionally, he shares insights on how investors are leveraging ETFs for diversification and cost efficiency in a volatile market.  With a keen focus on market trends and strategic ETF solutions, Étienne offers a comprehensive look at how investors can adapt to today’s dynamic landscape.

Recorded on December 6 2024.

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

FOCUS 2024: Investing with a high-quality framework – Darren Lekkerkerker

On November 21 and 22, Fidelity Investments Canada hosted FOCUS 2024 in Scottsdale, connecting our portfolio managers and experts with advisors. Today’s podcast features portfolio manager Darren Lekkerkerker’s session from the event, speaking with moderator Glen Davidson. Darren first joined Fidelity in 2004 as a research analyst, and has now just celebrated his 15-year anniversary as a portfolio manager, managing the equity sleeve of Fidelity Canadian Balanced Fund. Darren also manages Fidelity Global Natural Resources Fund alongside Joe Overdevest, and his Fidelity North American Equity Class. This fund typically has a 70% U.S. and 30% Canada split, and today we’ll hear if Darren is positioned close to that mix, or if he finding more opportunities within one of the countries, among other topics.

 

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.

FOCUS 2024: Providing a quality investor journey – Ramona Persaud

On November 21 and 22, Fidelity Investments Canada hosted FOCUS 2024 in Scottsdale, connecting our portfolio managers and experts with advisors. On today’s podcast we’ll hear portfolio manager Ramona Persaud’s FOCUS session, sitting down with moderator Agnes Doherty, VP Regional Sales. Ramona manages several flagship dividend strategies at Fidelity. She started out as an analyst at Morgan Stanley in 1996, and joined Fidelity in 2003. Ramona Persaud has close to three decades worth of financial industry knowledge to guide her, with her background in engineering giving her an edge in her stock-selection process. In a recent article from Barrons, they state "She picks apart businesses and examines trading data until she finds exactly what she wants. …[and]... She rarely settles for less." Today we’ll hear Ramona’s views on the market, her process and the key factors to keep an eye on going forward, as well as the positioning of her portfolios.

 

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 – December 9, 2024

Fidelity Director of Global Macro Jurrien Timmer is back on the show today to provide his analysis of this week's markets. Much of today's focus is on Bitcoin. Jurrien explains why Bitcoin's demand has been increasing lately, and how this is driving its price. He speaks about Bitcoin's role as a monetary asset and a hedge against inflation, along with gold. Jurrien also analyzes the performance of the Magnificent Seven, and provides his outlook on the Federal Reserve's monetary policy.

Recorded on December 9th, 2024.

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.

Exploring fixed income – Beau Coash

Today, we are joined by institutional portfolio manager Beau Coash to discuss fixed income markets. With host Pamela Ritchie, Beau shares an outlook for treasuries, high yield and leveraged loan markets, and global investment opportunities. Beau explores the current environment for convertible bonds, particularly how they offer exposure to the evolving crypto space. Additionally, he touches on challenges faced by the mortgage sector, with a focus on agency mortgages that capitalize on underweighted market trends. With a focus on navigating risk and uncovering value, this podcast offers a comprehensive view of today's bond market. 

Recorded on December 5th, 2024.

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.

FOCUS 2024: Global asset allocation portfolio manager panel – David Wolf, David Tulk and Ilan Kolet

On November 21 and 22, Fidelity Investments Canada hosted FOCUS 2024 in Scottsdale, connecting our portfolio managers and experts with advisors. The Global Asset Allocation team kicked off the event, with a roundtable discussion about what they do, their career paths and how they got to where they are now, also their market outlook, and fund positioning. The GAA trio of portfolio managers David Wolf, David Tulk, and institutional portfolio manager Ilan Kolet, have a professional relationship that extends beyond their tenure at Fidelity; all meeting many years ago working at the Bank of Canada. Today, the GAA team manages over $90B in Canadian assets with the Fidelity Managed Portfolios. Ilan will be moderating the group discussion.

 

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 – December 4, 2024

Denise Chisholm, Director of Quantitative Market Strategy, joins us on the program today to unpack the current landscape for financials and give her outlook on market dynamics. Denise explores the Fed’s evolving toolkit, highlighting its capacity to navigate economic shocks and support growth even amid sticky inflation. She also delves into the challenges and opportunities posed by de-globalization trends, emphasizing strength of U.S. financials compared to weaker international markets.

 

Recorded on December 4, 2024.

 

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.

FOCUS 2024: The power of U.S. growth opportunities – Becky Baker

On November 21 and 22, Fidelity Investments Canada hosted FOCUS 2024 in Scottsdale, connecting our portfolio managers and experts with advisors. Kicking off the event’s second day was portfolio manager Becky Baker, sitting down with moderator Agnes Doherty, VP Regional Sales.Becky provides her thoughts on growth equity and the current market environment, sharing what key characteristics she looks for in a potential growth investment, as well as specific sectors and industries that are presenting growth opportunities. Becky works alongside portfolio manager Kyle Weaver on Fidelity US Growth Opportunities Class, a fund for Canadian investors.

 

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.

FOCUS 2024: Seeking value in out-of-favour stocks – Hugo Lavallée

On November 21 and 22, Fidelity Investments Canada hosted FOCUS 2024 in Scottsdale, connecting our portfolio managers and experts with advisors. On day two of the event portfolio manager Hugo Lavallée sat down with host Pat Bolland, which we’re featuring as today’s podcast. Hugo provides his insights on contrarian investing, and how he’s positioning his various portfolios heading into the end of the year. We’ll hear his thoughts on this eventful year, as we’ve seen significant market movements driven by volatility and rate cuts. Hugo also expands on Canadian versus U.S. opportunities, as depending on the fund, he looks for investments in both countries.

 

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 – December 2, 2024

Fidelity Director of Global Macro Jurrien Timmer is back on the show today to outline the current state of the markets. Jurrien shares his views on the all-time highs made by the S&P 500 recently, the valuations of large-cap growth stocks, and the crypto market. He also provides an outlook for commodities, gold, and the auto industry, and speaks to the uncertainties around the policies of the incoming administration, including potential changes to taxes, tariffs and regulation, discussing the potential impacts of these policies on the economy and markets.

 

This podcast was recorded on December 2nd, 2024.

 

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: The consumer story – Brendan Cochrane and Andrew Hall

In today’s episode, we are joined by equity research analysts Brendan Cochrane and Andrew Hall. They discuss consumer debt, rising costs of living and higher unemployment and how that could all affect the Canadian consumer and staples. Brendan mentions how holiday shopping and traffic seems healthy at the moment with online shopping a popular choice. And Andrew talks about higher tariffs and what that could mean for the staples sector. 

Recorded on November 29^th, 2024.

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.

 

 

International equity themes for 2025 – Patrice Quirion

On today's episode, we're joined by portfolio manager Patrice Quirion as he discusses key themes including reshoring manufacturing, U.S. market dominance, and the evolving global trade landscape. Patrice shares his strategic focus on U.S. equities, highlighting their premium valuations. He also discusses contrarian opportunities in under-appreciated markets such as China's consumer economy and selective European sectors.

Recorded on November 28, 2024.

 

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.

FOCUS 2024: The future of data-driven investing – Neil Constable

On November 21 and 22, Fidelity Investments Canada hosted FOCUS 2024 in Scottsdale, connecting our portfolio managers and experts with advisors. Neil Constable is Fidelity’s head of quantitative research and investing, and he made his first appearance at a Fidelity Investments Canada event, sitting down at FOCUS with host Glen Davidson for a look at how Fidelity is quantifying tomorrow. Under Neil’s leadership, Fidelity has been expanding its data and quant capabilities and integrating them into traditional fundamental analysis. Neil heads the team responsible for the Fidelity Factor ETFs products, which are included in the Fidelity All-In-One ETFs. Neil touches on quantitative research trends, how his team and Fidelity tailor quant strategies to meet the specific needs of different clients, as well as his own unique career path that lead him to his role as head of quant research within a large financial institution.

 

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.

Bitcoin and beyond - Exploring digital assets – Chris Kuiper

On today’s episode, we welcome special guest Chris Kuiper, Director of Research at Fidelity Digital Assets, a subsidiary of Fidelity Investments.  Chris discusses the digital asset landscape including building on bitcoin, how cryptocurrency rallies affect the market, and anticipated digital asset trends for 2025.

 

Recorded on November 27, 2024.

 

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.

Value investing in today's markets – Naveed Rahman

On today’s episode, Portfolio Manager Naveed Rahman explores the current global market, navigating market volatility, and gives an update on the Global Intrinsic Value Class. Naveed dives into the evolving M&A landscape, with a focus on opportunities for small and mid-cap firms amidst regulatory challenges. He also highlights sector-specific trends, such as undervalued auto suppliers, and the changing industrial sector.

Recorded November 26, 2024.

 

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 – November 25, 2024

Fidelity Director of Global Macro Jurrien Timmer is back on the show today to discuss the current state of the markets. With its recent surge in value, Jurrien talks about Bitcoin today. He provides insights into the factors driving Bitcoin’s growth, including the potential impact of a crypto-friendly administration and the increasing adoption of Bitcoin-related investment products. He also speaks to concerns about the sustainability of Bitcoin’s valuation and the potential risks associated with investing in it. Jurrien’s conversation with host Pamela Ritchie also touches on the broadening of the market beyond the top-performing stocks, and the potential impact of rising interest rates and inflation on the market, as well as the implications for the U.S. dollar and its effect of emerging markets. And of course, no macro analysis this week would be complete without addressing the potential impact of policy changes under the new administration, including the possibility of tariffs and the potential effects on the market.

Recorded on November 25^th, 2024.

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.

Asia-Pacific equities outlook – Eileen Dibb

Today, we’re joined by Eileen Dibb, Portfolio Manager, to discuss the market outlook for Asia Pacific equities. Eileen’s management approach of both the Fidelity AsiaStar Fund and Fidelity Japan Fund combines macroeconomic analysis, analyst insights, and valuation metrics to identify companies with strong earnings growth. Eileens’s investments are also aligned with AI-driven infrastructure trends, focusing on data centres, utilities, and chipsets. With many currency dynamics emerging in new markets, there is more emphasis than ever in the inflation and stagflation discussion.

 

Recorded on November 22, 2024.

 

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.