FidelityConnects
Social media’s impact on mental health - Bailey Parnell

Social media’s impact on mental health - Bailey Parnell

July 1, 2022

In this episode, we will be joined by Bailey Parnell, founder, and researcher at #SafeSocial, for a discussion on social media’s impact on mental health. How is this activity we spend so much time doing actually affecting how we think and feel? We will explore the factors in social media that create an environment in which mental health issues can arise and learn how to improve our experience online. Bailey Parnell is the CEO of SkillsCamp, a soft skills training company, the founder and a researcher at #SafeSocial, a TEDx speaker, and one of Canada’s Top 100 Most Powerful Women. Today’s podcast is hosted by Jessie Sarafian, corporate program & event manager, certified yoga instructor, and host of our Invested in Wellness webcast and podcast.

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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Denise Chisholm’s sector and factor perspectives - June 23, 2022

Denise Chisholm’s sector and factor perspectives - June 23, 2022

June 30, 2022

What’s happening with the big topic of inflation? What’s on the horizon for energy and other sectors, and how can history guide us for what may come next? Denise Chisholm, Director of Quantitative Market Strategy, is with us again today to answer these questions and provide her sector and factor perspectives. Eyes continue to be on both Fed Chair Jerome Powell and President Biden as inflation and gas prices continue to soar in the U.S. Denise believes that rising CPI has been largely driven by the housing market and also that headlines are making the inflation problem seem worse than it truly is, and that the market might be pricing in too many rate hikes. Stay tuned.

Recorded on June 23, 2022.

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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Making sense of bitcoin and digital assets - Meghan Chen

Making sense of bitcoin and digital assets - Meghan Chen

June 29, 2022

Joining us today is Meghan Chen, Digital Assets Strategist, to help make sense of bitcoin and digital assets. Meghan joins host Colin Randall, Director, Research, to break down what bitcoin is, how investors buy and hold it, and how to navigate its current market environment. Meghan and Colin also debunk common myths and discuss how digital assets go beyond bitcoin. They will unpack the decline we’ve seen so far in 2022 and why investors should take a long-term view, including how some governments and institutions have invested in bitcoin. Also discussed today is blockchain as an emerging technology.

Recorded on June 23, 2022.

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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Canadian equities, inflation, and portfolio positioning - Max Lemieux

Canadian equities, inflation, and portfolio positioning - Max Lemieux

June 28, 2022

Joining us today is Portfolio Manager of Fidelity True North Fund, Max Lemieux. As Canada’s CPI print for the month of May came in at a record 7.7%, we wonder how this rising rate environment may be the same or different from other cycles. Will this CPI print affect the Bank of Canada’s rate hike next month? Also, ultimately, what does this mean when it comes to investing in Canadian equities and commodities?  Today, Max highlights that debt-wise, Canada is in good shape relative to other Western countries. Looking at his fund, Max notes that he continues to focus on companies that have a good balance sheet long-term and are well managed and profitable. Max also unpacks if there could be a correction for some commodities in the future, and provides his outlook for Canadian markets looking ahead.

Recorded on June 22, 2022.

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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

A comprehensive look at global markets with Tom Stevenson - June 21, 2022

A comprehensive look at global markets with Tom Stevenson - June 21, 2022

June 27, 2022

Joining us today to share his local perspectives on trends in the United Kingdom and Europe overall is Tom Stevenson, Investment Director, based in London. We saw European markets in positive territory following positive global sentiment from the European Central Bank announcing it will be taking a firm stance on tackling inflation. Today, Tom provides his perspectives on the rising cost of living in the UK, also noting that inflation is expected to reach double-digits later this year. Tom also unpacks how earnings are key to where the market moves next.

Recorded on June 21, 2022.

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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Jurrien Timmer’s global macro view - June 20, 2022

Jurrien Timmer’s global macro view - June 20, 2022

June 25, 2022

Markets continue to be mixed as central banks grow more hawkish and investors worry over economic growth. Today with Jurrien Timmer, Director of Global Macro, we look at what is on the horizon and pose the question if we are officially in bear market territory? And if so, what does that mean for valuations, earnings, and your portfolio? Jurrien notes today that during inflationary periods, earnings tend to hold up because companies are selling into the nominal economy, not the real economy. Also, reflecting on secular market trends, Jurrien shares that cyclical markets can last 15-20 years, and currently, we are 13 years into a secular bull market. Per usual Jurrien shares some slides so head to @TimmerFidelity on Twitter to follow along.

Recorded on June 20, 2022.

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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

The ins and outs of ETF investing - Etienne Joncas-Bouchard

The ins and outs of ETF investing - Etienne Joncas-Bouchard

June 24, 2022

On today’s show, ETF strategist Etienne Joncas-Bouchard joins host Quinn Flaherty, Research and Thought Leadership Manager, for a look at the ins and outs of ETF investing. Etienne and Quinn break it down to the basics today looking at ETFs (exchange-traded funds), what makes them different from other investment products, and what makes one ETF different from another. They will also touch on the latest market trends and the current investing landscape, as well as Fidelity’s range of ETF products, including the Fidelity All-in-One ETFs lineup. For more in-depth content from Etienne, you can check out his monthly podcast “The Fidelity ETF Exchange”, a regular series within this FidelityConnects podcast.

Recorded on June 16, 2022.

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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Rising rates impact on financials, insurance, real estate and more - Reetu Kumra and Nic Bellemare

Rising rates impact on financials, insurance, real estate and more - Reetu Kumra and Nic Bellemare

June 23, 2022

On today’s episode, we’re putting financials, insurance, and real estate in focus with Reetu Kumra, analyst and portfolio manager, and Nicolas Bellemare, equity research analyst. Inflation and rising rates are the new normal as we’ve seen central banks around the world raising their key interest rates as these heightened inflation levels continue to shock global economies. The U.S. Federal Reserve, the Bank of England, and even Switzerland raised their key interest rates by 75, 25, and 50 basis points, respectively. Reetu and Nic will unpack what opportunities and risks there are for the Financial sector. Also, when it comes to housing, how do these higher interest rates impact resell volumes and mortgages. Reetu and Nic discuss how this has been one of the quickest cycles in recent history, as we’ve seen record monetary easing turning into rapid rate rises in just a few years. Finally, they look at commercial real estate, the long-term adoption of bitcoin, innovation in banking, and sharing the advantages of the Fidelity research resources.

Recorded on June 17, 2022.

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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Unearthing expert insights in natural resources - Joe Overdevest and Darren Lekkerkerker

Unearthing expert insights in natural resources - Joe Overdevest and Darren Lekkerkerker

June 22, 2022

On today’s episode, we’re putting natural resources front and center with Joe Overdevest and Darren Lekkerkerker, portfolio managers of Fidelity Global Natural Resources Fund. You may know Darren from managing Fidelity North American Equity Class, and as equities sub-portfolio manager of Canadian Balanced Fund. Joe manages funds for institutional clients, and is Director of Research, overseeing a team of equity research analysts. It’s quite fitting that this discussion was recorded during a recent event held in Calgary, Alberta, with Joe and Darren speaking with Gord Thomson, VP of Regional Sales for Western Canada, and also taking questions from the live advisor audience. Today Joe and Darren discuss recent trips and meetings with company management, they share their thoughts on various commodities in today’s market environment and look at the current big story of inflation, among other topics. Also, Darren and Joe reflect on how their fund is currently positioned - including the mix of large, mid, and small-cap companies, and why they take a concentrated approach.

Recorded on June 8, 2022.

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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

An exclusive conversation with Will Danoff

An exclusive conversation with Will Danoff

June 21, 2022

Today’s guest needs little introduction. We’re pleased to welcome Portfolio Manager Will Danoff to the show today. Will has headed Fidelity Contrafund, one of the largest actively-managed mutual funds in the United States by assets, since 1990. For Canadian investors, Will manages Fidelity Insights Class, and co-manages Global Growth and Value Class alongside Joel Tillinghast. Will shares his views on today’s volatile markets, including what he is hearing from company management of late. Will notes that now is the time to focus on the fundamentals, and, simply knowing what you own and why you own it.

Recorded on June 15, 2022.

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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Tackling inflation: Perspectives on the Fed and impact on global asset allocation - Ilan Kolet

Tackling inflation: Perspectives on the Fed and impact on global asset allocation - Ilan Kolet

June 20, 2022

On June 15th, the Federal Reserve hiked its key benchmark interest rate by 75 basis points - the highest rate hike since 1994. Stocks immediately rallied following the announcement, as the aggressive hike signalled an inflation slow-down, which could ultimately end fears of a recession. But then, markets were drastically in the red the next day, which is when host Pamela Ritchie spoke with today’s guest, Ilan Kolet. Ilan is an Institutional Portfolio Manager on Fidelity’s Global Asset Allocation Team, and unpacks what this rate hike means from an investment perspective, what might be coming next from the Federal Reserve, and what else is happening globally. Ilan believes the reports and data are showing that inflation will be stubbornly elevated for a while, and reminds us of three questions to ask when understanding inflation: What’s happening? Why should we care? And what are we doing about it? Additionally, Ilan comments on supply chains, housing, and why transparency from central banks is important, among other topics.

Recorded on June 16, 2022.

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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Perspectives des marchés : Maxime Lemieux et Nicolas Bellemare

Perspectives des marchés : Maxime Lemieux et Nicolas Bellemare

June 19, 2022

Nos invités d’aujourd’hui, Maxime Lemieux et Nicolas Bellemare, partageront leur point de vue sur les conditions actuelles du marché. M. Lemieux, en provenance de Montréal, s’est joint à Fidelity en tant qu’analyse de recherche sur les actions en 1996. Il est présentement le gestionnaire de portefeuille du Fonds Fidelity Frontière Nord. Notre deuxième invité, M. Bellemare est présentement analyste de recherche sur les actions, et situé à Toronto. L’animateur Charles Danis et ses invités M. Lemieux et M. Bellemare sont le trio parfait pour aborder le secteur des placements actuel, tant sur le plan canadien que mondial, étant donné les fluctuations quotidiennes du marché. L’inflation, la hausse des taux, le prix du pétrole, les gains et des sujets connexes continuent de faire la une des journaux. M. Lemieux et M. Bellemare nous aideront à faire fi du bruit et à démystifier les grands titres.

Date : 7 juin 2022

Transcription : https://www.fidelity.ca/content/dam/fidelity/fr/documents/transcripts/transcript-webcast-lemieux-bellemare-june7-2022-f.pdf

Nous avons récemment lancé une chaine de baladodiffusions distincte pour notre contenu en français. Auparavant, nous présentions des entrevues en français sur notre site de baladodiffusions en anglais « FidelityConnects ». Abonnez-vous directement à « DialoguesFidelity » pour avoir accès à notre répertoire de baladodiffusions en français.

What’s trending in global small caps? - Shah Badkoubei and Nick Horn

What’s trending in global small caps? - Shah Badkoubei and Nick Horn

June 18, 2022

How should investors look to prepare and diversify their assets over the long term in what could be a more hawkish environment? Perhaps global small caps may be an answer. We're joined today by Portfolio Manager Shah Badkoubei, who manages Fidelity Global Small Cap Fund, and Institutional Portfolio Manager Nick Horn, who supports this strategy.  Shah and Nick take us through their investment thesis and look at the case for global small caps. Fidelity Global Small Cap Fund has a risk-managed, bottom-up investment approach and the fund is supported by a team of 13 small-cap analysts with combined 200 years of experience. Today, Shah and Nick also discuss the current inflationary and recessionary concerns with host Pamela Ritchie and note they view each company in the portfolio from a fundamental standpoint. They’ll also share some global themes currently in focus, including the devaluation of the Japanese Yen, and emerging markets taking producer market share and supply chains from China.

Recorded on June 10, 2022.

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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Jurrien Timmer’s global macro view - June 13, 2022

Jurrien Timmer’s global macro view - June 13, 2022

June 17, 2022

Markets have continued to be volatile after an 8.6% U.S. C.P.I. print, which was a 40-year high. Today to unpack this and more is Jurrien Timmer, Director of Global Macro, who joins us for his weekly look at the markets. In addition to the big focus on inflation, the U.S. Federal Reserve and movement in North American markets, Jurrien also shares with host Pamela Ritchie that we’re seeing some issues in Europe with the spread between Italian bonds and German bonds widen. Today, Jurrien also looks at the U.S. dollar, volatility in Bitcoin and crypto, the upcoming second quarter earnings season, and more. Please reference @TimmerFidelity on Twitter for Jurrien’s charts.

Recorded on June 13, 2022.

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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

The Fidelity ETF Exchange: ETF Capital Markets deep dive with Andrei Bruno

The Fidelity ETF Exchange: ETF Capital Markets deep dive with Andrei Bruno

June 16, 2022

In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, host Étienne Joncas Bouchard and guest Andrei Bruno, Director ETF Capital Markets at Fidelity Canada, sat down to discuss the intricacies of the ETF vehicle. ETFs have played an important role in the portfolios of Canadian investors for more than 20 years, yet there still remain some misconceptions and misunderstandings about their structure. Notable topics discussed include the main differences between ETFs vs. Mutual Funds, the role of the market maker, and best practices for trading ETFs.

Recorded on June 9, 2022.

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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Denise Chisholm’s sector and factor perspectives - June 9, 2022

Denise Chisholm’s sector and factor perspectives - June 9, 2022

June 15, 2022

Denise Chisholm, Fidelity’s Director of Quantitative Market Strategy is back again to share her unique insights and perspectives on the sectors to watch in global markets right now. Denise and host Pamela Ritchie also explore the climbing U.S. 10-Year Yield, the softening U.S. labour market as indicated by a higher-than-expected Initial Jobless Claims report, as well as the big topic of inflation, wages, energy and commodities, and more!

Recorded on June 9, 2022.

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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Factor investing: What’s heating up this summer? - Bobby Barnes

Factor investing: What’s heating up this summer? - Bobby Barnes

June 14, 2022

Today we set our sights on factor investing with Bobby Barnes, Head of Quantitative Index Solutions. Bobby will reflect on which factors could be a fit for you in today’s market cycle and see how factor investing can help investors find calm in the chaos. The energy sector has been a strong performer during 2022’s market volatility, but can this run last into the second half of 2022? Also, what’s next for consumer discretionary? Bobby shares with host Pamela Ritchie that consumer spending is still strong, but there has been a shift in disposable income. Among other topics today, Bobby and Pamela also touch on commodities, the automobile industry, metaverse stocks, and how China’s reopening could affect inflation globally.

Recorded on June 8, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_webcast_fidelityconnects_barnes_june8.pdf

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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Building the metaverse: Key considerations for investors - Matt Twigg

Building the metaverse: Key considerations for investors - Matt Twigg

June 13, 2022

Today we’re thrilled to again feature Matt Twigg, senior manager and lead researcher at Fidelity Labs, based out of Tokyo, Japan. Matt again joins Colin Randall, Fidelity Canada Director of Research, for a discussion on the metaverse, focusing on key considerations for investors. Despite market volatility of late, companies continue to invest heavily in developing these new virtual worlds, including new social, economic, and governance structures within them. That leads to big questions such as who gets a say in how these worlds are created, how they should be governed, and how is the economic value produced and accessed? Matt and Colin look at these questions and more, including what key trends we should be watching for going forward, the concept of centralized vs. decentralized, digital identity, digital twins, and the economic implications of the metaverse. Matt and Colin’s first episode was released on May 30 if you’re interested in also listening to that one.

Recorded on June 7, 2022.

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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

China’s path forward - Catherine Yeung

China’s path forward - Catherine Yeung

June 11, 2022

Joining us on today’s show is Catherine Yeung, Investment Director at Fidelity International, based in Hong Kong. We recently saw Shanghai lift its two-month lockdown, opening up the city to more than 25 million of its residents. But then just one day later - 2 million residents were placed under lockdown again after being deemed a “high risk” neighbourhood for covid by the government. We’ll hear from Catherine today about how she feels that investors are bearish on China despite these persistent lockdowns, with the consumer story as the key driver for economic growth. Catherine also notes that the biggest risk in Asia right now is global inflation. She also explains to host Pamela Ritchie how China is currently taking reflationary measures that put them one cycle ahead of the rest of the central banks around the world.

Recorded on June 3, 2022.

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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Jurrien Timmer’s global macro view - June 6, 2022

Jurrien Timmer’s global macro view - June 6, 2022

June 10, 2022

Joining us again for his weekly views on the markets is Fidelity’s Director of Global Macro, Jurrien Timmer. Jurrien will help us make sense of the current market environment, as we’ve seen green one day and red the next. Oil prices are in focus again, as well as the ongoing inflation story and wondering how central banks will continue to react. Jurrien shares with host Pamela Ritchie that he believes the market is oversold enough to expect we’ve established the bottom of the drawdown. Also that earnings are the key metric that needs to hold in order for the markets to stay flat. Per usual Jurrien will be sharing a few charts so please head to @TimmerFidelity to follow along.

Recorded on June 6, 2022.

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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.