FidelityConnects

Practical advice for end-of-life planning – Greg Barnsdale

Leaving behind a legacy, sorting out details of your will, and figuring out plans for your estate… This type of legacy planning is vitally important, and financial advisors are well-positioned to assist clients with this meaningful work. Today's guest, Certified Executor Advisor and author Greg Barnsdale, offers ways for financial advisors to handle those delicate end-of-life conversations and discusses how it can lead to more financially and emotionally sound clients.

Recorded on June 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.

U.K, Europe & global markets spotlight – Tom Stevenson

For markets, all eyes on the Middle East means asset classes need to be seen through the lens of oil prices and the potential impact to the global economy. Will the relative calm in markets hold? How do we put this type of event into context globally? Today's guest is Fidelity International Investment Director Tom Stevenson, to help us shift through the noise amidst this new geopolitical reality.

Recorded on June 23, 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 Roundup with Étienne Joncas-Bouchard – June 2025

The last few months have been an extraordinary time to be diversified - to the fullest extent possible. Fidelity All-in-one ETFs were designed to proceed with precision and protection in exactly such unknown waters. By tapping into all investment factors - from low vol to quality and momentum - as well as giving investors exposure appropriate for their level of either conservatism, or more of a tilt to risk, Fidelity ETF’s have plowed through choppy waters since inception. Taking us through the expanding playing field for the Fidelity ETF line up on today's show is Director, ETF and Alternatives Strategy, Étienne Joncas Bouchard.

Recorded on June 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.

The Fed decision: Insights from the GAA team – Ilan Kolet

With questions still not answered about the course of inflation in the United States, the Federal Reserve chose this week to keep rates on hold. Chairman Jerome Powell says he is comfortable enough with the economic growth and labour story to stick with his policy of no-sudden-movements. However, with a potential bite from tariffs still to come and a labour market showing continuing jobless claims at steady levels, how long can this rate position grind on for? And, how does the interest rate differential, globally, leave Canadians who are investors of the loonie? We are pleased today to be hearing the perspective of Fidelity’s Global Asset Allocation team with Institutional Portfolio Manager, Ilan Kolet.

Recorded on June 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.

ETF strategies for the second quarter – Vince Kraljevic

The popular Fidelity All-in-One ETF suite has expanded to include two new options: conservative income and fixed income. Tune in to hear ETF Strategist Vince Kraljevic discuss Fidelity’s larger ETF lineup, how all-in-one ETFs are designed, how they continue to resonate with investors and the lineup’s newest expansion.

Recorded on June 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: The quant edge for today's markets – Bobby Barnes

Global stock markets have experienced significant volatility in 2025. April’s downturns triggered by U.S. tariffs have since rebounded, with emerging markets, European equities, and U.S. tech giants leading the global recovery story. Factor investing can help strengthen a portfolio during various stages of the cyclical market cycle. Looking ahead, investors are curious: What is the current market landscape as we wrap up Q2, and which factors are poised to benefit from the current environment? Is it time to be defensive, or is there more room to grow? We last spoke to today’s guest right before the tariff whirlwind. Is there more to the tariff story? Here to answer these questions and more is Bobby Barnes, Fidelity Head of Quantitative Index Solutions

Recorded on June 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.

Retirement then & now: Twenty years of retirement insights – Peter Bowen, Michelle Munro, and Jacqueline Power

The average age at which Canadians are retiring has increased dramatically over the last 15 years. Combine that with individuals living longer, cost of living on the rise, and on-going market changes - there are several factors influencing the retirement landscape. On today's episode, our tax team of experts at Fidelity dives into the trends, insights, and concerns of Canadians from the newly released Fidelity Retirement Report. Incredibly, this is the 20^th edition of the report! Joining today's show are Vice-President of Tax and Retirement Research Peter Bowen; and Directors of Tax and Retirement Research Michelle Munro and Jacqueline Power.

Recorded on June 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.

Jurrien Timmer's global macro view – June 16, 2025

The calm of last week’s trade has given way to the global headlines, and various asset class reactions therein. The questions swirling through geopolitical gyrations in recent days have led to two curious reactions - in the bond trade and the US dollar. Both have been the haven trades for decades, and both are getting shaken as the global trade structures change beneath our feet. However, investors' money flows to other areas of the world, and, when valued at lower prices, back into US asset classes. Helping us digest these new moves via his weekly charts and graphs for you is Fidelity Director of Global Macro, Jurrien Timmer.

Recorded on June 16, 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 – June 12, 2025

Many things were playing out in the economy when the tariff shocks hit. One of them, importantly, was personal income growth. Consumers were in growth mode, and, as our next guest likes to remind investors, starting points matter. If corporate earnings were reaping the benefits of a ‘fit’ consumer, on balance, how much more could their bottom lines absorb, than if personal growth had been absent in the US economy? Joining the show today to explore this element of the corporate earnings story - and its connections to potential multiples growth - is Head of Quantitative Strategy at Fidelity, Denise Chisholm.

Recorded on June 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.

Themes driving global markets in June 2025 – Denise Chisholm

Denise Chisholm is a student of history who uses historical probability analysis when looking at the markets in her role as Director of Quantitative Market Strategy. On today's episode, Denise shares the sectors, trends and underlying indicators moving markets in June 2025 that investors should be looking at to evaluate the strength of the market.

Recorded on June 9, 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.

CIO Perspectives: Mid-year outlook – Andrew Marchese

We stand at the halfway mark of what’s been a significant year in the markets so far. Severe tariff changes globally, a shift from U.S. exceptionalism to international investments, and government and policy changes in the U.S. and Canada, have all caused notable fluctuations in markets and currencies. So as it stands now, what changes in the economic landscape and what factors may drive investment opportunities in the second half of 2025? On today's episode, to share his overall thoughts on the market and what trends he’s keeping an eye is Fidelity Chief Investment Officer and Portfolio Manager Andrew Marchese.

Recorded on June 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.

Jurrien Timmer's global macro view – June 9, 2025

Much of the equity trade so far this year has had an international flair. In the midst of a week flavoured by a difficult deficit backdrop, the headlines will be powered by the International trade agenda, both across the oceans, and here at home. How do investors get set with some new portfolio discussions that bring asset allocation for a new era to the fore? The man who has been thinking through this question over the past week -  and has illustrated it for you - joins the show today, armed with charts and graphs that tell part of this market’s story. Joining the show today is Fidelity’s Head of Global Macro, Jurrien Timmer.

Recorded on June 9, 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.

Understanding how the BoC’s rate decision could affect your financial future – Ilan Kolet

Today's guest is Ilan Kolet, institutional portfolio manager and member of Fidelity's Global Asset Allocation, or GAA team. Ilan helps manage billions of dollars on behalf of Canadians. He discusses the latest Bank of Canada rate decision, what it means for Canadians, and what could be next. We'll also dive into the latest tariff news and unpack the U.S. tax bill. This show was initially presented as a live webcast of The Upside, our investor webcast.

Recorded on June 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.

Monetary policy in focus: Unpacking BoC's decision – David Tulk

The Bank of Canada’s decision to leave interest rates at 2.75% tells Canadians that at this stage, the bank's eye is firmly on inflation. However, Governor Tiff Macklem made comments at the press conference showing a willingness to cut rates, if the Canadian economy showed signs of distress later this year. On today's show to help us dig into the considerations being taken by the BoC at this critical juncture - and for his view on how to allocate and balance portfolios in a somewhat more international trade, is Fidelity Portfolio Manager David Tulk.

Recorded on June 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.

Navigating North American equities – Darren Lekkerkerker

Let's shift focus to a year from now. Keeping in mind the power of compounding, investing in high quality companies right now - in fortress North America - might just be the sensible option for investors sitting amidst rocky headline news. How can what you do today, in evaluating and choosing companies, help on the road to next year? Luckily, today's guest is the perfect person to put that question to. Joining the show today is Fidelity portfolio Manager Darren Lekkerkerker, who manages Fidelity North American Equity Class, Global Natural Resources Fund, and the equity sub-portfolio of Canadian Balanced.

Recorded on June 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.

Unlocking global potential: U.S. vs. Europe and beyond – Patrice Quirion

Global markets have been shaken to the core after months of policy changes and tariff moves from the U.S. administration. As we steer away from this era of U.S. exceptionalism, eyes are on other investment opportunities across the globe. How is today's guest navigating complex market currents, and what areas is he leaning into? Joining the show today to discuss how he's unlocking global opportunities in China, other parts of Asia, Europe and elsewhere is Fidelity portfolio manager, Patrice Quirion.

Recorded on May 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.

 

Opportunities in alternative strategies – Brendan Sims

As investors stickhandle through news of global tariff uncertainty, an increasing option for steadying the ship is alternatives. Fidelity's growing universe of alts offers ways to include private real estate investments, cryptocurrencies and equity long/short strategy exposure to various portfolios. For instance, how can a longer term view on private real estate add ballast to your client's investments while short term market volatility reigns in these markets? On today's show to take us into the world of alternatives and how they could play a vital role in your clients' portfolios is Fidelity alternative investment strategist, Brendan Sims.

Recorded on May 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.

 

Jurrien Timmer's global macro view – June 2, 2025

As markets allowed for some relative calm through the end of last week, they are set up now for a heavy macro time. In the midst of a shifting trade narrative and with the ramifications of increasing global liquidity, can the equity markets quietly climb the wall of worry? Has the peak of uncertainty passed? Joining the show today to discuss his global macro view on equities, bonds and the players driving a more mercantilist world, is Fidelity Head of Global Macro, Jurrien Timmer.

Recorded on June 2, 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 – May 29, 2025

A broader look at the earnings picture shows revisions have been vast so far this year. A trend almost in lock step with the tariffs story. Does this overall market adjustment on earnings revisions suggest a contrarian signal? If it does, which sectors may be best positioned for potential earnings beats or, even earnings ‘meets’, on previous expectations. Also, if we have passed April’s peak tariffs worries are recession worries also in the rear-view mirror? Joining us to share her research on both the earnings picture and how she manages the math on recession risk is Denise Chisholm, Fidelity Director of Quantitative Market Strategy.

Recorded on May 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.

Finding value in emerging markets – Abhijeet Singh

Emerging markets present the opportunity to invest in developing nations with fast-growing economies. In 2025, emerging markets have attracted significant investor interest, particularly in parts of Asia, Latin America and emerging Europe. Chinese equities have had a strong year, driven by fiscal stimulus and a recovery in large-cap tech stocks. But how will policy uncertainty and geopolitical tensions impact emerging markets? Will tariffs or the fluctuating U.S. dollar play a part? Host Pamela Ritchie is joined today by Abhijeet Singh, institutional portfolio manager, to discuss all of this and more. 

Recorded on May 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.