FidelityConnects
Jurrien Timmer’s global macro view – November 21, 2022

Jurrien Timmer’s global macro view – November 21, 2022

November 28, 2022

As we inch closer to the end of 2022, what can we expect in 2023? Will the current bearish market conditions follow us into the New Year? Joining us today to unpack the latest market action, and for a preview of where he sees markets heading in 2023 is Fidelity Director of Global Macro, Jurrien Timmer. Today Jurrien notes that 90% of the market is above its 20-day moving average and the hard part starts now, possibly heading into a recession next year. Jurrien also looks at inflation, corporate earnings, and more, with host Pamela Ritchie. Per usual, Jurrien’s points are supported by his charts, and you can follow along @TimmerFidelity on Twitter.

Recorded on November 21, 2022.

For more insights from Fidelity experts, circle Tuesday November 29 on your calendars for a Reddit AMA featuring David Wolf, portfolio manager on Fidelity’s Global Asset Allocation team. David will field questions on his economic and market outlook, and share what it takes to be a resilient investor. New and seasoned investors, financial advisors and anyone looking for insights on markets and investing can join and ask their questions: reddit.com/r/PersonalFinanceCanada

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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Factors to consider in 2023 – Bobby Barnes

Factors to consider in 2023 – Bobby Barnes

November 26, 2022

Bobby Barnes, Head of Quantitative Index Solutions, is with us today to discuss the current economic environment and what factors to consider heading into 2023. Specifically, what are some factors that could weather the current economic ups and downs and what short-term and long-term scenarios could well play out into 2023. He says value has done well this year and momentum has rebalanced throughout the rest of the year. He suggests taking a more defensive stance and holding out on the factors of low vol, quality and momentum going into 2023.

Recorded on November 17, 2023.

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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

 

ESG analysis: Considerations for the year ahead – Matt Egerton

ESG analysis: Considerations for the year ahead – Matt Egerton

November 25, 2022

Today we’re joined by Matt Egerton, Fidelity analyst and portfolio manager for a look at investment opportunities with an ESG lens. The 2022 United Nations Climate Change Conference is underway in Egypt with global policymakers coming together to discuss several key climate change issues, including how to reduce greenhouse gas emissions, reach net zero by 2050, and the ongoing energy crisis. But the conference hasn’t come without criticism of America’s Inflation Reduction Act. What are the implications between the two, and is there a commitment from the U.S. financial community to fund the energy transition? Matt unpacks this and more with host Bryan Borzykowski today. A few additional key topics include the role of oil and gas in the future if rich countries should be compensating poor countries for the effects of climate change, how ESG ratings are created, and what is Fidelity’s approach to ESG metrics and ratings?

Recorded on November 18, 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. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

FidelityConnects x Invested In Wellness: 5-minute commute meditation

FidelityConnects x Invested In Wellness: 5-minute commute meditation

November 24, 2022

It’s that time of year again. As we approach the winter solstice, the sun is shining less, we’re seeing inclement weather, and don’t the commutes feel longer? For today’s podcast, we’re teaming up with Jessie Sarafian, host of Fidelity Canada’s Invested in Wellness podcast and live webcast series, to lead us through an effective and relaxing meditation that you can do while commuting to get you relaxed, focused, and better prepped for your day. If your commute involves transit or walking this is the perfect exercise for mid-commute, and if you’re driving this exercise is best completed after you’ve arrived at your destination. For more from Jessie, visit fidelity.ca/theupside for more information on her Monday webcasts, and listen to the Invested in Wellness podcast on your platform of choice.

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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

 

Contrarian investing in volatile markets – Hugo Lavallée

Contrarian investing in volatile markets – Hugo Lavallée

November 23, 2022

Joining the show today is Hugo Lavallée, Montreal-based Fidelity Canada portfolio manager. Hugo joins host Pamela Ritchie for a portfolio update and a look at how he is applying his contrarian investing style to his funds in this year’s choppy markets. Hugo recently celebrated his 20-year anniversary with Fidelity and has long-managed Fidelity Greater Canada Fund and Canadian Opportunities Fund. He also manages Fidelity Climate Leadership Fund, launched in May 2021, which is a global equity strategy designed to reduce the risks and benefit from opportunities created by the global decarbonization trend. As 2022 comes to a close, it’s important to highlight and dissect areas of the market that gained momentum and investor interest, to help shape the trends of 2023. One area that continues to gain traction is the ESG movement. Hugo and Pamela unpack what ESG strategies advisors and investors should consider leading into 2023, and look at what’s on the horizon for climate leadership in the new year. Reflecting on his current positioning, Hugo shares that his European exposure is growing as there is an opportunity to create a double positive involving both capital gain on stocks and exchange rates. He also notes that he and his team look to find strong companies at a cheap valuation as the market dampens, sharing that when the market is uncomfortable it leads you to buy cheap stocks, and the stocks are cheap because they are uncomfortable.

Recorded on November 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. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Jurrien Timmer’s global macro view – November 14, 2022

Jurrien Timmer’s global macro view – November 14, 2022

November 22, 2022

It’s another busy week in the markets and Director of Global Macro Jurrien Timmer shares his insights on the latest market news and moves. Jurrien speaks to host Pamela Ritchie and says the way the markets are tracking, we have confirmed bottom and may not be out of the woods just yet. He says the recent CPI report was softer than expected both on the headline and the core. He says the recent midterm elections could have had something to do with it, but he also points out the seasonality of the midterms and how it has played out historically in the past. Jurrien says also discusses commodities, inflation, and the recent positive meeting between US President Joe Biden and China’s President Xi Jinping.

Recorded on November 14, 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. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

The Fed’s rate hike, U.S. midterms, and asset allocation – David Tulk

The Fed’s rate hike, U.S. midterms, and asset allocation – David Tulk

November 21, 2022

Between the Fed’s latest rate move, the U.S. midterms, U.S. CPI print, and continued focus on both earnings and inflation – the economy has definitely been jolted leaving investors to question what is next. As we venture through this uncertain environment and look ahead to year-end and 2023, today we’re joined by a sensible expert here at Fidelity. David Tulk, portfolio manager on the Global Asset Allocation team, is today's guest. David joins host Bryan Borzykowski to reflect on the numerous factors affecting markets right now. This includes action by central banks, with David noting central banks will continue to take stimulus out of the economy and continue to leave financial conditions very tight. David also shares how the market is currently pricing in a 50-basis point rate hike from the Fed in December, and he’ll look at factors determining how deep of a recession could be on the horizon. David also shares a positioning update for the Fidelity Managed Portfolios and other funds managed by the Global Asset Allocation Team. This includes areas of interest, and current overweights and underweights.

Recorded on November 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. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

U.S. midterms and the economy – Denise Chisholm and Greg Lowman

U.S. midterms and the economy – Denise Chisholm and Greg Lowman

November 20, 2022

A day after the midterm election vote, we’re joined by Fidelity Director of Quantitative Market Strategy, Denise Chisholm, and Fidelity Vice President of Digital Advocacy and Policy Communications, Greg Lowman, as the pair break down the initial results and what impact it could have on the markets. This podcast was recorded on November 9, and Denise and Greg speak to host Pamela Ritchie about the key takeaways and what history can tell us about the markets post-midterms. Greg says the results provide clarity for the Republicans' potential candidate lineup in 2024, especially on the Senate side. And Denise says historically under democratic leadership, a divided government provides higher long-term returns to the market than a democratic sweep.

Recorded on November 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. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Fixed income and the Fed: What’s next? – Jeff Moore

Fixed income and the Fed: What’s next? – Jeff Moore

November 19, 2022

Today we’re joined by fixed income portfolio manager Jeff Moore. Jeff provides his insights on the fixed income markets for the short and long term, what the Fed’s latest moves mean for the markets and what impact the midterm elections could have on investors. Jeff believes the bulk of the Fed’s interest rate hikes are over for the year, however, the Fed can announce two more hikes by the end of December. Jeff also comments on the recent results of the midterm elections. Jeff says no one really cares if the Senate flips and he believes the current President isn’t going anywhere. He also adds with political gridlock you don’t have to worry about the Fed raising extra interest rates to offset the fiscal stimulus. The more fiscal stimulus there is, the more likely the Fed will raise rates.

Recorded on November 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. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Buidling blocks: Industrials and materials in the fourth quarter – Robert Reynolds and Claire Fleming

Buidling blocks: Industrials and materials in the fourth quarter – Robert Reynolds and Claire Fleming

November 18, 2022

On today’s podcast, host Bryan Borzykowski is joined by two members of Fidelity Canada’s equity research team - analysts Robert Reynolds and Claire Fleming. The equity research analysts focus on the industrials and materials sectors respectively. They explain how the two sectors are shaping up as we wrap up the last quarter of the year. They discuss how the two sectors could look like in a recessionary environment and how they could be impacted once China reopens its country after a strict zero-Covid policy.

Recorded on November 4, 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. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Inflation, the Federal Open Market Committee, and capital markets – Andrei Bruno

Inflation, the Federal Open Market Committee, and capital markets – Andrei Bruno

November 17, 2022

We saw a fourth consecutive 75 basis-point rate hike from the U.S. Federal Reserve in November. With Fed Chair Powell indicating that there is more room to run, is now the time for investors to adjust their portfolio model and consider a larger position in bonds? Our guest today is Andrei Bruno, Director, ETF Capital Markets, at Fidelity Canada. With host Pamela Ritchie, Andrei unpacks the latest updates from the November FOMC meeting and what it may mean for capital markets. A couple of key highlights from today’s discussion include Andrei noting the outlook for inflation does look a bit better for 2023 compared to what we saw in 2022. Also, in the U.S., pension plans are starting to look at fixed income closer, specifically mid to longer-dated investment-grade bonds, replacing equity investments.

Recorded on November 3, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-bruno-nov3.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. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Picking winners in North American equities – Darren Lekkerkerker

Picking winners in North American equities – Darren Lekkerkerker

November 16, 2022

Fidelity North American Equity Class portfolio manager, Darren Lekkerkerker, is today’s Fidelity Connects podcast guest, for a focus on North American equities. For Canadian investors, Darren also co-manages Fidelity Global Natural Resources Fund alongside Joe Overdevest, and is subportfolio manager on Canadian Asset Allocation, Canadian Balanced, and Inflation-Focused Funds. Today’s discussion was initially featured at a recent live event for advisors, held on October 26th in Toronto, with Darren sharing how he is picking winners in this year’s choppy markets. Darren joins host Glen Davidson, VP Regional Sales Ontario, and also touches on his investment style and shares which sectors he has his eye on, among other topics. Darren also fields questions from the event audience including how Canada is positioned in the global energy sector.

Recorded on October 26, 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. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Opportunities in small cap investing – Connor Gordon and Chris Maludzinski

Opportunities in small cap investing – Connor Gordon and Chris Maludzinski

November 15, 2022

In September 2022, the Fidelity Global Small Cap Opportunities Fund was launched. This fund is managed by Connor Gordon and Chris Maludzinski, who are today’s guests. Connor and Chris speak with host Glen Davidson, VP Regional Sales Ontario, and today’s episode was recorded in front of a live audience, on stage at a recent event for advisors held on October 26th in Toronto. Both Connor and Chris began as analysts with Fidelity in 2008. After demonstrating a strong ability to identify small-cap winners, they began managing a Global Small Cap fund for institutional clients 3 years ago, before the retail Global Small Cap Opportunities was launched in September 2022. Connor and Chris share some more background on themselves and what they learned initially as analysts. They also touch on the psychology around small caps, dive into the investment thesis behind their fund, explain the Fidelity global research resources available to them, and offer some thoughts on how this fund could fit into one's overall portfolio.

Recorded on October 26, 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. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Jurrien Timmer’s global macro view – November 7, 2022

Jurrien Timmer’s global macro view – November 7, 2022

November 14, 2022

Investors brace for another potential wild week in the markets as inflation remains top of mind and all eyes are focused on the US midterm elections. Joining us today to break down the latest market action is Jurrien Timmer, Director of Global Macro. Today with host Pamela Ritchie, Jurrien breaks down the Fed’s latest moves and explains how the Fed’s mandate is two-fold. He says the Fed is solving for getting inflation back to 2 percent and the market is solving for the Fed getting things done as soon as possible so we don’t get a recession and instead we get a soft landing.

Recorded on November 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. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Generating income with dividend investing – Don Newman

Generating income with dividend investing – Don Newman

November 13, 2022

On today’s podcast, we’re featuring portfolio manager Don Newman. For Canadian investors, Don manages Fidelity Dividend Plus Fund, as well as underlying or sub-portfolio manager on several other funds including Dividend Plus Fund. Don speaks with host Glen Davidson, VP Regional Sales Ontario, in today’s show that was recorded on stage during a recent event for advisors held on October 26th in Toronto. Don shares how dividend investing can work in a rising rate environment, especially coming from a downside protection-focused manager. Additionally, how his dividend funds could fit into an overall portfolio. Don also shares how he got his start at Fidelity in 2003 and how the team has grown leaps and bounds from the initial “Team Canada” analysts based in Boston. In terms of the portfolios, we’ll also hear Don’s perspectives on this market cycle and this year’s investment environment compared to prior years.

Recorded on October 26, 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. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

CIO perspectives: Looking ahead to 2023 – Andrew Marchese

CIO perspectives: Looking ahead to 2023 – Andrew Marchese

November 12, 2022

Andrew Marchese is today’s FidelityConnects podcast guest. Andrew is Chief Investment Officer and Portfolio Manager of Fidelity Canadian Disciplined Equity® Fun, as well as two private pools. On this episode, Andrew talks to host Bryan Borzykowski about how he sees the market shaping up as we settle into the last quarter of the year. He offers his thoughts on various Canadian sectors and key themes, and what a recessionary environment could look like in 2023. He also discusses inflation, real estate, and how the Fed and Bank of Canada could navigate markets from this point forward.

Recorded on November, 2. 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. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-marchese-nov2.pdf

 

International trade, inflation, geopolitics and more – the Right Honourable Stephen Harper

International trade, inflation, geopolitics and more – the Right Honourable Stephen Harper

November 11, 2022

Inflation continues to weigh on Canadians, and it is not a new phenomenon. Throughout history, decision makers and markets have rallied and tamed the monetary beast before. But each time, the fight to restore price stability and confidence has been different, requiring a policy response that is suited for the unique circumstances of the time. So, what are the characteristics of the global and domestic economic woes we face today? What fiscal, monetary and free market weapons should come to bear? To offer his perspectives we welcome Canada’s 22nd Prime Minister – the Right Honourable Stephen Harper. Prime Minister Harper co-founded the Modern Conservative party of Canada, won three successive national elections in 2006, 2008 and 2011, and lead our economy through the financial crisis. He was most recently inducted into Order of Canada, is an author and Chairman of Harper Associates Consulting and International Democrat Union. Today, with host Pamela Ritchie, we’ll hear Prime Minister Harper’s thoughts on inflation and liquidity. Additionally, the energy transition, cryptocurrencies and the current investment environment, noting we are in a period of macroeconomic and geopolitical turmoil. Prime Minister Harper also looks at geopolitics, including the Russia-Ukraine conflict. He’ll also outline opportunities for Canada.

Recorded on November 1, 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. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Protecting capital and identifying opportunities – Dan Dupont

Protecting capital and identifying opportunities – Dan Dupont

November 10, 2022

On October 13-14, Fidelity Investments Canada proudly hosted an in-person event for financial advisors featuring several Fidelity portfolio managers and subject-matter experts. On today’s FidelityConnects podcast we’re bringing you one of these sessions, with portfolio manager Dan Dupont sitting down with host Pat Bolland. For Canadian investors, Dan manages Fidelity Canadian Large Cap Fund and Global Value Long/Short, among other products. In today’s discussion with Pat, Dan shares how he is identifying opportunities in the volatile market period we’re in. This includes short selling in his Global Value Long/Short Fund. Dan notes his long opportunities focus on quality companies, sustainable businesses and not overpaying for a stock. With short opportunities he looks at opportunistic shorts and merger arbitrage.

Recorded on October 14, 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. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Fidelity Global Innovators™ Class: Celebrating Five Years – Mark Schmehl

Fidelity Global Innovators™ Class: Celebrating Five Years – Mark Schmehl

November 9, 2022

Today we welcome Portfolio Manager Mark Schmehl to the show as he celebrates five years since the launch of the Fidelity Innovators Class. For Canadian investors, Mark manages the Innovators Class, the Fidelity Special Situations Fund, and the Canadian Growth Company Fund. On today’s show, Mark and host Pamela Ritchie talk about the evolution of the Innovators Fund from its inception until the present day. His investment style for the fund has allowed him to be flexible and adaptable to market changes. He adds the current fund strategy is to start with defence and gradually add offence. If something goes wrong, sell it to avoid losing a lot of money. He says that the world appears to be in bad shape right now, but there are still opportunities amidst the uncertainty, especially in North America.

Recorded on October 31, 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. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

The Fidelity ETF Exchange: Q3 2022 ETF Industry Recap

The Fidelity ETF Exchange: Q3 2022 ETF Industry Recap

November 8, 2022

In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, host Étienne Joncas Bouchard and guest Christopher Drynan sat down to recap notable trends and headlines in the Canadian ETF Industry for Q3 2022. The Canadian ETF industry saw a strong third quarter of inflows at more than $5B. This was led by risk-off ETFs, more specifically in the cash alternative segment. Flows into ESG ETFs continue to stay positive with more than $2B net inflows YTD; our panel discusses why this is the case despite weaker relative performance. The panel also discussed equity factor performance for the quarter, and fixed-income market movements, as well as provided an outlook for the rest of the year.

Recorded on October 28, 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. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.