Episodes
17 hours ago
17 hours ago
On April 18th and April 19th, Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. Today’s podcast features portfolio manager Hugo Lavallée. Hugo manages several portfolios including Canadian Opportunities Fund, as well as co-manages Global Equity Plus fund with Mark Schmehl and Dan Dupont. Hugo sits down with host Glen Davdison to talk about his investment style and what opportunities he’s excited about these days. Hugo also digs deep into his contrarian style of investing, explains how artificial intelligence is an area of opportunity, and where around the world he’s finding companies to invest in.
Recorded on April 18, 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
2 days ago
2 days ago
Today on the show, we check in with Fidelity’s Director of Quantitative Market Strategy Denise Chisholm and get her thoughts on recent job growth numbers, the Federal reserve’s next possible move, and the impact of current geopolitical risks. Denise dissects recent positive job growth numbers and says if you step back and look at the overall picture, you will see that year-on-year payroll growth or even three to six months back, we are only in the second quartile and the correlation you see in this segment in terms of payroll growth equating to average inflation, is that it is bang on 2% growth. She adds payrolls drive service spending, but is only one piece of the overall CPI puzzle - productivity plays a roll, too. She also comments on the resiliency and advancement of the equity markets suggesting that it is much less dependent on Federal Reserve rate cuts than many investors might think. Denise also touches on how geopolitical risks could affect the market, and what is in her bottom and top sector watch.
Recorded on April 25th , 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
3 days ago
3 days ago
On April 18 and 19 Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. Today we’ll hear from portfolio manager Dan Dupont, as he sits down with host Agnes Doherty at FOCUS. Dan, a Fidelity veteran who joined Fidelity in 2001, manages or is underlying manager of several Fidelity funds for Canadian investors. This includes Fidelity Canadian Large Cap Fund, Global Value Long/Short, Northstar, among others. Dan is known for his downside protection approach of winning by not losing, and in today’s conversation he shares why the current market environment is favourable for him and matches his investment style.
Recorded on April 18, 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
4 days ago
4 days ago
Today on the show, we take a look around the global markets as we check in with Fidelity International Investment Director Tom Stevenson. With the recent rally of the FTSE 100, UK’s leading stock market index, Tom breaks down what the upswing could mean for European markets and investors. He points out UK's market is currently attractively valued compared to the US, with a price-to-earnings ratio of about 12 compared to 20 in the US. Tom adds the decline in the pound's value benefits UK companies, contributing to the recent rise in the FTSE 100. He adds valuation of the UK stock market is relatively cheap, attracting investors who see potential value despite economic differences with the US. Tom also touches on China’s changing consumer landscape, Japan’s economic activity and his overall thoughts on the UK’s bullish market.
Recorded on April 24th, 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
5 days ago
5 days ago
On April 18th and April 19th, Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. Today’s podcast features portfolio manager Connor Gordon who co-manages Fidelity’s Global Small Cap Opportunities Fund with Chris Maludzinski. Connor sits down with host Pat Bolland to discuss the fund which launched in 2022. We’ll hear how the fund is managed, how it applies a “go anywhere” approach and seeks the best investment opportunities around the world and is not confined to any specific regions. Connor adds strong security selection is his primary asset in his arsenal and elaborates on the process and how he picks and views stocks.
Recorded on April 18, 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
6 days ago
6 days ago
For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
7 days ago
7 days ago
On April 18th and April 19th, Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. For today’s podcast, we’re bringing you a discussion from this event, featuring portfolio manager and CIO Andrew Marchese and portfolio manager Reetu Kumra who both sat down with host Glen Davdison. Today we’ll hear how the fund is managed, how it complements other Fidelity alternative funds, and how it harnesses the power and depth of our research team. Reetu notes the fund essentially goes long on buy-rated names and goes short on sell-rated stocks. Andrew adds our research analysts are very good at picking out stocks that we don’t want to own, but he says in most situations those stocks could eventually hold much opportunity.
Recorded on April 19, 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Friday May 03, 2024
Jurrien Timmer's global macro view – April 29, 2024
Friday May 03, 2024
Friday May 03, 2024
Today’s podcast is brought to you by the 2024 Fidelity Retirement Report. For the past 19 years, we have delivered the Fidelity retirement report to provide insights and perspectives that can help you feel better prepared for your retirement, whatever that may look like. This year’s report explores how the rising cost of living is factoring into Canadians’ retirement plans and preparedness. Canadians are still positive about retirement, despite the current economic challenges. Considering these challenges, those with a written retirement plan and those who work with a financial advisor to build their savings are more likely to feel prepared. Head to go.fidelity.ca/retirement to receive the report and insights on how you can better prepare for retirement.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Thursday May 02, 2024
FOCUS 2024: An alternative perspective – David Way
Thursday May 02, 2024
Thursday May 02, 2024
On April 18 and 19 Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. Portfolio manager David Way's session from FOCUS is today's podcast. Dave was originally hired in 2008 as a research analyst, then in 2020, now as a portfolio manager, his Fidelity Long/Short Alternative Fund was launched. Today Dave sits down with host Pat Bolland to explain how he is finding the winners and capitalizing on potential losers, in this in this fund that seeks to capture alternative sources of alpha.
Recorded on April 18, 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Wednesday May 01, 2024
FOCUS 2024: Taking advantage of positive change – Mark Schmehl
Wednesday May 01, 2024
Wednesday May 01, 2024
On April 18 and 19 Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. Today’s Fidelity Connects podcast brings you portfolio manager Mark Schmehl’s session from the event. Mark, a Fidelity veteran, manages Fidelity Global Innovators Class, Special Situations Fund, Canadian Growth Company, among others. He sits down for a nearly 1-hour discussion with moderator Agnes Doherty to share his current thoughts on the market and areas of interest, including some highlights of a recent research trip overseas.
Recorded on April 19, 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Tuesday Apr 30, 2024
Tuesday Apr 30, 2024
On April 18 and 19 Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. Today’s podcast is our Global Asset Allocation team’s session from the event, with host Pat Bolland sitting down with portfolio managers David Wolf, David Tulk, and institutional portfolio manager Ilan Kolet. The team currently manages over $84B on behalf of Canadian investors, and today they’ll share more about their process, how they are currently positioned including overweights and underweights, where they are adding value, and more.
Recorded on April 19, 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Monday Apr 29, 2024
Analyst perspectives: Global energy markets – Lulu Xiong and Jin Hwang
Monday Apr 29, 2024
Monday Apr 29, 2024
Today on the show, we welcome Equity Research Analysts Lulu Xiong and Jin Hwang. They provide a global tour of energy markets, including a discussion on tailwinds and headwinds for energy companies today. Jin claims that there is currently a substantial fear regarding OPEC due to a large amount “sitting on the sidelines”. Its producers may be inclined to increase production however due to the recent major increases in oil prices. Oil prices were fundamentally driven at the start of 2024, although over the last couple of months we’ve seen an uptick primarily due to a risk premium aspect. The current prices are sitting well above the marginal cost of production, which will eventually lead to a correctional response. In regards to Capital Expenditures, there is only a finite amount of tier one economic resource. The transition into the second phase of resources could potentially begin before the decade is finished, and this is when CAPEX budgets will begin creeping in and the need for rebuilding will become paramount.
Recorded on April 12th, 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Sunday Apr 28, 2024
FOCUS 2024: Dividend investing and downside protection – Ramona Persaud
Sunday Apr 28, 2024
Sunday Apr 28, 2024
On April 18 and 19 Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. For today’s podcast, we’re bringing you a discussion from this event, featuring portfolio manager Ramona Persaud, sitting down with host Glen Davidson. Ramona manages several dividend strategies including Fidelity U.S. Dividend Fund, and Tactical High Income Fund, among others. Morningstar has described Ramona as quote “she never rests on her laurels; instead, her drive to improve paired with the analytical rigor she applies to her process have led to continued excellence”. We’ll hear today how Ramona manages her several dividend strategies with a continued focus on downside protection.
Recorded on April 18, 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Saturday Apr 27, 2024
The Fidelity ETF Exchange: Q1 2024 Canadian ETF Industry Recap with Vince Kraljevic
Saturday Apr 27, 2024
Saturday Apr 27, 2024
In this episode of the Fidelity ETF Exchange, host Étienne Joncas Bouchard welcomes Vince Kraljevic to the show. Vince is an ETF Strategist at Fidelity Canada, and in this episode Etienne and Vince break down all the notable trends in Q1 of 2024. Flows in the Canadian ETF industry continued their strong momentum in Q1, bringing in a total of $13.8B in assets. Some of the notable headlines include a roaring return for equities with inflows of $10.2B, but only $145M going towards Canadian equity mandates. On the fixed-income side, High-Interest-Savings-Fund ETFs have started to show signs of slowing down as investors increase their risk appetite. Lastly, the cryptocurrency category broadly saw outflows in Canada, in conjunction with the approval by the SEC for U.S. listed spot Bitcoin ETFs.
Recorded on April 23, 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Friday Apr 26, 2024
Q2 2024 dividend investing outlook – Don Newman
Friday Apr 26, 2024
Friday Apr 26, 2024
Today on the show, we welcome dividend investor Don Newman. Don gives an update on the dividend landscape noting that dividends are currently thriving in the economy and where he sees them heading in the next few months. Don notes stability in the economy has led to most companies being in good financial standing. Interest rates remain sticky plus the number of expected rate cuts have reduced leading to a more favourable market sentiment. Don suggests this has also led to a Goldilocks scenario where the economy remains stable, inflation decreases slightly, and the stock market benefits. He adds historically low interest rates have punished savers, forcing them into riskier investments for higher returns. However, dividend stocks remain attractive, especially during rate cuts, as their yields remain stable or even increase over time. As rates decrease, dividend yields become comparatively more attractive than other investment options. Don says this trend is expected to continue, making dividend stocks a promising choice for investors.
Recorded on April 9, 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Thursday Apr 25, 2024
Jurrien Timmer's global macro view – April 22, 2024
Thursday Apr 25, 2024
Thursday Apr 25, 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Wednesday Apr 24, 2024
Growth Opportunities: U.S. Equities in Focus – Kyle Weaver
Wednesday Apr 24, 2024
Wednesday Apr 24, 2024
Today on the show, we welcome Portfolio Manager Kyle Weaver. He provides an update on where he is finding growth investment opportunities in U.S. equity markets. Kyle discusses the early recognition of AI potential and its diverse applications, including coding languages and its various generative capabilities. Kyle explains his strategy of balancing growth and value, stating that the best way to find value is through identifying growth stocks that are undervalued over time. The investment approach utilizes a spectrum of targets, including growth stocks, index-based growth companies, and out-of-benchmark value stocks. The key metric is free cash flow per share growth, which is considered a fundamental indicator of a company’s future value within the strategy. This demonstrates its importance alongside traditional top-line growth metrics.
Recorded on April 4th, 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Tuesday Apr 23, 2024
ETF Investing Strategies for the Second Quarter – Étienne Joncas-Bouchard
Tuesday Apr 23, 2024
Tuesday Apr 23, 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Monday Apr 22, 2024
Monday Apr 22, 2024
On today’s podcast, we’re bringing you another installment of our “Behind the Numbers” series, featuring portfolio manager Connor Gordon. In “Behind the Numbers”, Chris Pepper, VP, Corporate Affairs, speaks with Fidelity’s portfolio managers, analysts, subject matter experts, and more, about what brought them into investing and what drives them every day. Today Connor shares his story of what first got him interested in investing, which lead to 15 years now with Fidelity, including managing Fidelity Global Small Cap Opportunities Fund since September 2022, alongside Chris Maludzinski.
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.
Sunday Apr 21, 2024
Sunday Apr 21, 2024
On today’s show we’re unpacking the various factors driving the bitcoin and digital currencies conversation. Sitting down with host Pamela Ritchie is Andrew Clee, VP Product, as he discusses recent trends in digital currencies, the different players in the market and regulatory changes that could have implications for the asset class, and what this could mean for investors. Looking at bitcoin specifically we’ve seen new highs this year, but historically volatility as well. From early adopters, to hodlers, to retail and more, there is a lot to unpack today.
Recorded on April 2, 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.