FidelityConnects

VISION+: Global asset allocation outlook – David Wolf, David Tulk and Ilan Kolet

On Thursday May 8, Fidelity Investments Canada hosted VISION+, a full-day event connecting Fidelity’s portfolio managers and experts with thousands of advisors joining both in-person and virtually across the country. Select sessions are available as FidelityConnects podcasts, and advisors can watch the event replay on fidelity.ca. On today's podcast, David Wolf, David Tulk and Ilan Kolet take the stage at VISION+ to talk about their global asset allocation outlook.

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

On Thursday May 8, Fidelity Investments Canada hosted VISION+, a full-day event connecting Fidelity’s portfolio managers and experts with thousands of advisors joining both in-person and virtually across the country. Select sessions are available as FidelityConnects podcasts, and advisors can watch the event replay on fidelity.ca. On today's podcast, Becky Baker takes the stage at VISION+ to talk about how Fidelity U.S. Growth Opportunities Class and the current market environment.

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 – May 12, 2025

Markets rallied at the start of this week. In a significant development last weekend, the United States and China have agreed to a temporary trade deal. Negotiated in Geneva, the two countries will be drastically reducing tariffs on each other’s goods. Announced as an initial 90-day pause, this major de-escalation demonstrates that both countries want to focus on easing the escalating tensions seen over the last few months. What does this announcement mean for U.S. and international markets going forward? Joining the show today to unpack the macro themes on his radar, and to set you up for the trading week ahead, is Fidelity Director of Global Macro, Jurrien Timmer.

Recorded on May 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.

VISION+: Capturing alternative returns from long-short equity – David Way

On Thursday May 8, Fidelity Investments Canada hosted VISION+, a full-day event connecting Fidelity’s portfolio managers and experts with thousands of advisors joining both in-person and virtually across the country. Select sessions are available as FidelityConnects podcasts, and advisors can watch the event replay on fidelity.ca. On today's podcast, Dave Way takes the stage at VISION+ to share his investment philosophy and his current market outlook.

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.

What's driving small-cap America? – Steve MacMillan, David Cochrane, and Nic Everett

Consumer spending is holding steady. Despite tariff announcements and a widening trade deficit, U.S. consumer spending increased solidly in March. But are we out of the woods? And how is Fidelity’s research culture empowering analysts to challenge ideas and drive results? Joining the show today are Director of Research and Portfolio Manager Steve MacMillan, and Equity Research Analysts David Cochrane and Nic Everett for a look at what’s driving U.S. equities, and where opportunity for investors may lie.

Recorded on May 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.

Jurrien Timmer's global macro view – May 5, 2025

U.S. equity markets are under pressure this morning following further tariff threats by President Trump. But as today's guest notes, we’ve now seen twice that sharp market selloffs have prompted the administration to retreat from its more extreme tariff measures. What clues might this tell us about spreads? And with a Federal Reserve announcement this week, might policymakers have no option but to stay on hold? Joining the show today to unpack the macro themes on his radar, and to set you up for the trading week ahead is Fidelity Director of Global Macro, Jurrien Timmer.

Recorded on May 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.

 

Analyst perspectives: Tariffs on energy and transport sector – Jin Hwang and Payton Liske

Tariffs top the worry list as earnings season kicks into high gear. In the industrials and energy sectors, leaders point to rising input costs and choppy demand, both driven by tariff uncertainty. How are today's guests navigating the noise, and still finding pockets of growth? And why might today’s environment be the perfect storm for long-term opportunity? Joining the show today for a closer look at how tariffs are impacting the global energy and U.S. industrials sectors are Equity Research Analysts Jin Hwang and Payton Liske.

Recorded on May 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.

April ICYMI: Top market stories and surprises

We're now into May, and April had no shortage of headlines with several major stories playing out globally. Tariffs and trade wars continue to be top of mind, as was an election for us Canadians. This episode will be reflecting on the month of April featuring clips from our Fidelity Connects and Upside webcasts. This show was initially presented as a live webcast of The Upside, our investor webcast. 

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 contrarian value with Hugo Lavallée

In today’s market environment, contrarian investing isn’t for the faint of heart. As the TSX continues to find its footing against the global market backdrop, investors are being challenged to look past the noise and stay focused on what truly creates value. This is where active management earns its keep and where conviction counts most. What if this environment isn’t chaos but calibration? Where is today's guest finding optimism amongst it all? Joining the show today for a look at how he’s navigating today’s market environment is Portfolio Manager Hugo Lavallée. Hugo manages several Fidelity funds including Fidelity Canadian Opportunities Fund and Fidelity Greater Canada Fund.

Recorded on May 1, 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.

Second-quarter capital markets playbook – Andrei Bruno

Election Day was earlier this week. After months of leadership uncertainty, Canadians now have a leader with a clear mandate. What might this mean for investors and future interest rate decisions? And as we close out the second quarter, what can recent flows tell us about investor sentiment? Joining the show today to discuss the second quarter in review, and for a look at what’s unfolding and how it may impact your portfolio, is Fidelity Director of ETFs, Andrei Bruno.

Recorded on April 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.

Canada votes: Impact on policy and markets – David Herle, David Wolf, and Peter Bowen

Canada has voted. The Liberals have secured a minority government. Led by Mark Carney, the party is leading with 168 seats, falling just shy of 172 needed for a majority. The Conservatives are set to remain in opposition. So, what could a 4^th Liberal mandate mean for Canada’s economy, and your investments? And how are Canada and the world reacting to the news? On today's show, we have a panel of experts to break down the results of the federal election. David Herle is a former top advisor to Prime Minister Paul Martin, and host of popular political podcasts, “The Herle Burly” and “Curse of Politics”. David is also Partner at Rubicon Strategy. Also joining the show are Fidelity portfolio manager, David Wolf, and Fidelity Vice President of Tax and Retirement Research, Peter Bowen.

Recorded on April 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.

Unlocking a floating-rate high income strategy – Eric Mollenhauer

Average loans are currently trading around 95 cents on the dollar - the lowest since November 2023. And today's guest sees opportunity in the discount. Still, it’s not a market without its challenges. Investment sentiment is mixed, volatility has crept in, and there’s a wide dispersion in pricing. But that’s exactly where Fidelity’s deep research and active management can shine. So what role can loans play in portfolios today? And how is today's guest looking to history to navigate the current landscape? Joining the show today to unpack the state of the loan market, and what it could mean for investors right now is Fidelity Portfolio Manager, Eric Mollenhauer.  Eric is the sub-portfolio manager of Fidelity Inflation-Focused Fund, and co-manages Fidelity Floating Rate High Income Fund.

Recorded on April 25, 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.

Top civil servant on trade, economy, and government – Michael Wernick

The federal election is just days away, and a record 7.3 million Canadians have already cast their ballot. With costed platforms now released by each major political party, how do each compare on key issues like taxes, housing, and economic recovery? I am pleased to be joined today by Canada’s Former Top Civil Servant, Michael Wernick for a look at how the election trail is unfolding, and what Canada’s first 100 days with a new Prime Minister might look like. Michael served as the 23rd Clerk of the Privy Council and Secretary to Cabinet from 2016 to 2019. With 28 years as an executive in the federal public service, including 17 years in the community of deputy ministers, and three as clerk, Michael is one of Canada’s most experienced and influential public sector leaders.

Recorded on April 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.

In conversation with Reddit CEO Steve Huffman

Today we’re continuing our CEO series with a very special guest - the driving force behind one of the most influential social platforms on the web. Steve Huffman is the co-founder and CEO of Reddit - the online home to millions of conversations, including Fidelity Canada’s popular “Ask Me Anything” community. For those who may not be familiar with the platform, Reddit is a massive online network of communities where people dive deep into topics they are passionate about- from investing and personal finance to technology, science and pretty much everything in between. Under Steve’s leadership, Reddit has grown to a cultural force. So how is Reddit re-shaping the future of online engagement? And what opportunities does it present for advisors? Joining the show today is Reddit’s Co-Founder and CEO, Steve Huffman, to unpack all this and more.

Recorded on April 22, 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.

Fidelity Founders Class®: Celebrating 7 years of innovation – Dan Kelley and Tom Williams

This month we’re celebrating 7 years of FidelityConnects - and 7 years of Fidelity Founders Class - a core equity strategy with a large-cap, growth bias, focused on harnessing the entrepreneurial spirit of founder-led companies. And in a full circle moment, Founders Class portfolio manager Dan Kelley was our first guest on Connects! As we reflect on the past seven years, we’ve seen a dynamic macro environment reshape the way investors think, act and allocate. So how has the environment influenced the way founder-led companies are identified? And what continues to drive long-term conviction? Joining the show today are portfolio managers Dan Kelley and Tom Williams, for a look back - and forward - at how those shifts have impacted both the market and the fund.

Recorded on April 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.

Denise Chisholm's sector and factor perspectives – April 24, 2025

For the first time in over five years, tech valuations have come down. Prices have cooled, but earnings expectations remain steady. This disconnect has caught the attention of today's guest - especially with the sector trading in line with consumer staples. So what’s driving this reset? And what might it tell investors about the tech sector moving forward? Joining the show today to unpack her latest market thesis, including the sectors on her radar, is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.

Recorded on April 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.

Jurrien Timmer's global macro view – April 21, 2025

U.S. equity markets opened under pressure at the start of this week. This drawdown comes after each of the three major averages logged a third weekly decline in the last four trading weeks. How anatomically similar is today’s market drawdown to 1998? And will it last, or is it just an interruption? Joining the show today to unpack the macro themes on his radar to set you up for the trading week ahead is Fidelity Director of Global Macro, Jurrien Timmer.

Recorded on April 21, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

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

April 2025 Bank of Canada reaction – Don Drummond

The Bank of Canada is holding its key lending rate at 2.75 per cent. This is the first pause after seven consecutive rate cuts, and Macklem cites Trump’s tariffs for the decision. Is this the end of the bank’s easing cycle, or truly a pause in light of global trade uncertainty? 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 April 17, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

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

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

Flows into international markets have surged. As investors grow cautious of President Trump’s trade policies, many are stepping away from the U.S. and putting their money elsewhere. Another hot spot for investors has been in Money Market funds. What messages are capital flows sending about the global economy? And as uncertainty prevails, which products can help protect and reduce risk? To help us make sense of it all in this month’s ETF Roundup is Fidelity Director of ETF and Alternatives Strategy, Etienne Joncas-Bouchard.

Recorded on April 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.

The Bank of Canada's rate decision and your financial future – Ilan Kolet

Join Ilan Kolet, Institutional Portfolio Manager, as he breaks down the latest Bank of Canada decision to hold the key lending rate at 2.75%, and its impact on inflation, mortgages and your wallet. Ilan, a former Bank of Canada analyst, will also explore how the upcoming federal election could affect Canadians’ finances, and the latest developments in tariff and trade troubles with our southern neighbours. This show was initially presented as a live webcast of The Upside, our investor webcast. 

Recorded on April 17, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

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