FidelityConnects

Finding the best businesses in Fortress North America – Darren Lekkerkerker

In this episode, we speak to portfolio manager Darren Lekkerkerker to get an update on the North American Equity Class, his thoughts on the current market environment, and what industries are market drivers in his mind. Darren says the economy continues to be resilient even though rates have not come down as expected earlier this year. Company earnings have accelerated, and we’ve seen differentiation between sectors and within sectors. Darren says this environment has been good for him because he is primarily a stock picker where he focuses more on the micro side rather than the macro environment factors. In terms of his investment style and stock picking strategy, Darren continues to look for high quality companies that have a competitive advantage, that are growing over time and have demonstrated superior return on invested capital, ideally rising over time. Darren adds that technology and AI are big market drivers and what he’s focuses on the fund. He owns software - constellation software, Microsoft and Nvidia. He is also invested in the industrial sectors including engineering and design companies. He believes they will benefit from massive fiscal infrastructure acts in the US. Darren points out he doesn’t hold any Canadian banks in his fund. At the moment, he is nervous about the Canadian economy compared to the US. He is concerned about the Canadian consumer since they are more interest rate sensitive than their US counterparts and because of our mortgage market structure in Canada.

 

Recorded on June 12^th,  2024.

 

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

For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

Geopolitical storylines to watch during the G7 Summit and beyond – Christian Leuprecht

In this episode, Christian Leuprecht joins us to dive into the geopolitical discussions at the upcoming G7 summit, focusing on foreign policy, economic growth, and geostrategic dynamics. Christian notes key agenda items such as enhancing security, prosperity, and democracy on the international front. He discusses topics such as the current relationship between Canada and the U.S., and what the upcoming elections mean from the macroeconomic perspective. He examines rising economic tensions, such as China’s relationship with Taiwan, and the current supply chain disruptions in the Indo-pacific region. He also talks about what the broader implications are for geopolitics, hybrid warfare, and economic integration with countries such as Russia and North Korea.

 

Recorded on June 11^th, 2024.

 

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

For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

 

CIO's half-time market report – Andrew Marchese

In today’s episode, we are joined by Chief Investment Officer and Portfolio Manager Andrew Marchese who discusses current market conditions, which includes the Bank of Canada’s recent decision to cut interest rates, the implications of rising inflation and unemployment, and how the speed and magnitude of future rate cuts will depend on upcoming data. Andrew talks about how this year has been a stock pickers market, and how it’s heavily influenced by overall corporate profits and macroeconomic indicators. He discusses the importance of a bottom-up strategy in portfolios moving forward. Andrew also takes a closer look at commodities in the markets prolonged late cycle, and how some sectors are facing a supply shortage with the current rising global demand. 

 

Recorded on June 6^th, 2024.

 

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

For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

Analyst perspectives: Technology investing opportunities – Evan Zehnal and Vishal Chopra

In today’s episode, we are joined by Equity Research Analyst Evan Zehnal and Equity Research Associate Vishal Chopra to discuss the evolving AI landscape and its growing impact across the investing sector. Evan talks about the current AI narrative, its impact and benefits, and how AI is being used by companies. Vishal expands on the shift in corporate budgets over the last two years, how companies aim to tighten their spending, and what these implications are for AI’s adoption. Evan and Vishal both discuss the role of blockchain in the authentication process, and how to ensure data reliability.  They touch on questions including how are companies using these measures amid pricing and cybersecurity concerns?  Evan and Vishal also discuss the current artificial pull and push of the software cycle, and how companies are looking to branch out from some of the main semiconductor providers.

Recorded on June 7, 2024.

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

For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

Unpacking crypto and alternative investing trends – Reetu Kumra

On this episode, we sit down with portfolio manager and director of research Reetu Kumra. She talks to host Pamela Ritchie about the future of cryptocurrency in Canada, trends in alternative investing, and highlights the Canadian Long/Short alternative fund. Reetu says the crypto market is very volatile, and interesting space.   Since 2023, there have been many changes in the ecosystem including bitcoin halving and bitcoin and Ethereum ETFs being approved in the US. She says bitcoin has become a store of value, showing high correlation with gold in this de-dollarization and debasement movement. Reetu views Bitcoin and Ethereum as diversifiers in a portfolio, as she sees them to be in their very own asset class. She believes adding a 1 to 3% slice in your portfolio can tremendously improve your risk-adjusted returns, signifying it as a true diversifier. Reetu also reminds the audience of the Canadian Long/Short Alternative fund she launched earlier this year. It’s a 130/30 long-short product leveraging Fidelity’s research platform and focusing on Canadian Equities. She adds the investment process involves comprehensive analysis and extensive access to company management, ensuring robust and accurate assessments.

 

Recorded on June 5^th, 2024

 

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

For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

 

Opposing prevailing market trends – Hugo Lavallée

Today on the show, we sit down with long-time contrarian investor Hugo Lavallee as he discusses a wide range of topics including commodities, equities, how he’s managing his climate leadership  fund plus his contrarian style of investing in today’s current market environment. Hugo comments on commodities and says he’s treating all commodities equally. But he notes he owns more metals than energy. Canadian oil looks better on a relative basis, but unfortunately the world is shrinking so to him it’s easier to be positive on metals specifically copper. He says we need demand to come back on the commodities side, but if we get that cyclical rebound in demand, we will need to pay more attention to commodities. Hugo talks about infrastructure spending and how it’s a super bullish trend right now. He touches on telco and says it’s a battleground for stocks right now. For him, he views it has having two ponds – one pond where you can grow your earnings 10% a year, and the other is where you think companies can grow their earnings 15 to 20% a year. Hugo would rather dip into that pond. He explains how he looks at stocks and which companies to invest in. He’s always following great businesses. Then something happens to that company. Typically, what happens is margins get crushed, and they are under earning. Then he uses the luxury of time, which a lot of competitors are not afforded. He adds it’s very difficult to have the vision that things will get better over the span of, say, two years. But it’s that specific set up that he feels differentiates him from others and is what he’s looking at all the time.

Recorded on June 4, 2024.

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

For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

 

Jurrien Timmer's global macro view – June 10, 2024

Director of Global Macro Jurrien Timmer is back on the show today for his weekly overview of the markets. Today he discusses the implications of recent economic data on the Federal Reserve's interest rate decision, highlighting the Fed's bias towards easing and the evolving narrative around rate cuts. Jurrien emphasizes the resilience of the US economy despite the Fed's restrictive stance, unpacking the implications of the true neutral rate. He delves into the concept of fiscal dominance, noting its impact on inflation and bond yields. He also analyzes the changing dynamics of bond markets, noting the benefits of a diversified approach and alternative investments, especially in the face of shifting correlations and market uncertainties, and addresses the long-term secular trends in the market, foreseeing a maturing of the current bull market, as well as potential challenges ahead, including fiscal policy implications and market valuations. As per usual Jurrien will be sharing some charts, so please head to @TimmerFidelity on X to follow along.

 

Today's podcast was recorded on June 10th, 2024.

 

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

For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

ETF's for your investment style – Vince Kraljevic

In this episode, ETF Strategist Vince Kraljevic joins us to explore the changing landscape of investment strategies, and the current business cycle. With tech becoming the new dominant sector, Vince discusses how advisors are increasingly tilting away from mega, large, and mid-cap stocks - and how diversification and reducing exposure to certain names has become a priority. He also touches on Fidelity’s ETF products, and how the recently launched all-American  ETF is weighted for the factors in the current business cycle. He also discusses how these allocations are expected to perform, and the performance of other Fidelity ETF products. Vince also talks about the differences between ETFs in the US market, active versus passive ETFs, and advice for those looking to utilize ETFs effectively. 

 

Recorded on May 31^st, 2024.

 

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

For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

Denise Chisholm's sector and factor perspectives – May 30, 2024

With the healthcare and energy sectors on the decline, and the tech and utilities industries on the rise, we look at how the increasingly concentrated market is leading to many companies going private, and how this effects the defensive sector. Director of Quantitative Market Strategy, Denise Chisholm, explores why defensive sectors such as financials and industrials are standing out, reasons why consumer discretionary is struggling, and what this could mean for your investment portfolios. Denise also discusses why operating margins are declining, the importance of diversification, and how the recent performance of the tech industry makes it the new stable sector.

 

Recorded on May 30^th, 2024.

 

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

For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

FOCUS 2024: A tactical approach to income investing – Adam Kramer and Scott Mensi

On May 30, Fidelity Investments Canada hosted FOCUS 2024 Vancouver, a daylong event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. One of the day’s sessions was a look at Fidelity Tactical High Income Fund, with portfolio manager Adam Kramer, and institutional portfolio manager Scott Mensi. Adam and Scott reflect on how the fund offers the potential for income and capital growth through investments across a broad spectrum of income-producing securities. This is accomplished by having the flexibility to invest where the best opportunities exist, being unconstrained by asset allocation profiles or benchmark weightings. These opportunities originate from a wide range of income-oriented asset classes, across the yield-beta spectrum. Stay tuned to learn more.

Recorded on May 30, 2024.

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

For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

Previewing the BoC's upcoming rate decision – Sri Tella and Lee Ormiston

Portfolio Managers Sri Tella and Lee Ormiston join the show today for a look at the factors influencing the bond market landscape. Sri and Lee note that Canada's recent inflation rate slowdown, coupled with global economic trends, is influencing discussions about potential rate cuts by the Bank of Canada, and explore the broader implications for bond market dynamics. The conversation covers various factors affecting bond markets, including the housing market's response to rate changes, provincial bonds' attractiveness for investment, and Sri and Lee provide insights into different sectors like financials, telecom, and real estate. They also touch on their perspectives on the yield curve, inflation expectations, and the possible pace of rate cuts by the bank of Canada, as well as the implications for the Canadian dollar and the broader economy, emphasizing the importance of considering market signals and economic data before making decisions. 

 

Recorded on May 29th, 2024.

 

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

For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

FOCUS 2024: Unlock the potential of alternatives – Reetu Kumra

On May 30, Fidelity Investments Canada hosted FOCUS 2024 Vancouver, a daylong event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. For today’s podcast, we’ll listen in on Reetu Kumra’s FOCUS session. Reetu is Director of Research and Portfolio Manager of Fidelity Canadian Long/Short Alternative Fund. We’ll hear from Reetu about the Fidelity alternatives lineup, and the strategy and research behind these funds. Specifically for Canadian Long/Short Alternative, the fund builds on Fidelity’s historical track record of fundamental research in Canadian equities. Also, holding both long and short positions offers a different way to invest in Canadian equities, and have the potential to benefit from both rising and falling prices of securities.

Recorded on May 30, 2024.

 

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

For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

Jurrien Timmer's global macro view – June 3, 2024

U.S. Equity markets opened mixed this week to kick off a new month of trading. This week, investors can expect several economic data reports, including a key jobs report on Friday. Today's guest says we are in a "7 by 7 cycle", and that bonds are the new centre of gravity. Here to explain these thoughts and much more is Fidelity's Director of Global Macro, Jurrien Timmer. He introduces us to the concept of a "7 by 7 cycle", suggesting that we're in the seventh inning of both the business cycle and the secular bull market. He explains that while the market has made new highs, it's still relatively early in the cycle, with historical patterns indicating potential for further gains. He highlights the shift from valuation-driven gains to earnings-driven gains, showcasing improving earnings and margins as positive indicators. He also notes the potential high risk posed by rising bond yields, which could lead to occasional tantrums in the stock market. The interview also touches on the concentration of gains in mega-cap stocks, the Fed's monetary policy stance, and the implications of fiscal dominance on bond markets. As per usual Jurrien will be sharing some charts, so please head to @TimmerFidelity on X to follow along.

 

Recorded on June 3, 2024.

 

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

For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

Trend spotting: Earning season takeaways – Joe Overdevest

Joining us on the show today to cover a wide range of topics including commodities, natural resources and main takeaways from the earnings season is Portfolio manager of Global Natural Resources Joe Overdevest. Joe gives an overview of what’s happening in the economy. He notes the US economy is doing better than Canada. There is a focus on technology where corporations are seeing where they can spend on new technologies including AI. Resources in general are doing well, but it’s mostly dividend and buybacks that interest shareholders in this industry. Joe also touches on oil, energy, and metals like copper. He comments on the short versus long-term investing strategies. He says the thought is copper and oil will perform in a short-term. The main driver is GDP. US GDP is a driver for energy. China’s GDP is the main driver for base metals. The long-term perspective is that governments want to go carbon neutral while energy companies might not feel comfortable transitioning to that. In Canada, we are waiting to be carbon neutral even if Canada is a leader in the energy sector. 

Recorded on May 27, 2024.

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

For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

Introducing Fidelity Global Micro-Cap Fund – Salim Hart

In today’s episode, we are joined by Portfolio Manager Salim Hart who will manage the newly released Fidelity Global Micro-Cap Fund. The new fund is well-suited for investors looking for a wide range of return outcomes and opportunities in an often overlooked segment of the market. The fund combines bottom-up fundamental and quantitative research to aim to achieve long-term capital appreciation. Hart discusses several resources at Fidelity that will be used to provide deep insights and vital research for the fund, noting how AI and other large language models are used by analysts in this space.  He also answers questions about the fund’s geographic allocations and capacity constraints included in this fund.

Recorded on May 22^nd, 2024.

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

For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

Discover Fidelity's latest ETF Series – Andrei Bruno

Today on the show, we are joined by Director of ETFs, Andrei Bruno, as he dives into exciting new developments in our ETF and alternative investments lineup. He discusses the expansion of our 4 new ETF series: the Emerging Markets Fund, the Global Equity+ Balanced Fund, the Global Equity+ Fund, and the Tactical High Income Fund. These new products will bring options to investors looking for more choice and access. Following the latest trends in mutual funds and ETFs, Andrei discusses tradeoffs advisors may face - looking at fee structures, fund volatility, and diversification potential. He also identifies the target market for each of the funds in the series, and how they are integrated in the mandated investment strategies. Andrei also talks about the All-In-One’s exposure regions and its users, and how it works in relation to the new ETF series and the opportunities it brings.

Recorded on May 23, 2024

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

For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

Timmer Time: Q2 2024 market contemplations – Jurrien Timmer

Jurrien Timmer, director of global macro, is back today with another installment of Timmer Time, his quarterly quick hit on the markets, recorded live on location at our April FOCUS 2024 event. Among other topics, we first asked Jurrien if investors should expect the markets to cool or is there still room to run?

Recorded on April 19, 2024.

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

For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

Second-quarter global asset allocation perspectives – David Wolf

Today on the show, we speak to portfolio manager David Wolf as he highlights the current market landscape and where investors could find diversification such as liquid alternatives. David notes recent core inflation numbers aren’t a surprise to the Bank of Canada. David, who is a former advisor to the governor of the BoC says expect cuts in the next 18 months regardless of the Federal Reserve’s movements and decisions. This is based on recent monetary policy report released by the BoC. David says what matters to the Global Asset Allocation team and how they manage funds is what the path of policy looks like versus what the market is discounting the path of policy at. He says this is important because this is what will affect the price of Canadian financial assets relative to the prices of other countries financial assets. David also touches on the pros and cons of illiquid alternatives, equities and bonds, plus looking at the 60-40 in perhaps a new way.

 

This podcast was recorded on May 21, 2024

 

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

For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

Fidelity Insights Class Q2 2024 update with Michael Hickey

Today on the show, long-time institutional portfolio manager Mike Hickey discusses the current market environment, possible Fed rate cuts, and what investment opportunities he’s keeping an eye on at the moment. Mike emphasizes the influence and importance of AI or artificial intelligence. He believes major tech companies will invest in AI infrastructure that will hit the $200 billion mark next year. Mike says our current economic conditions are looking favorable - inflation is decreasing, job numbers are steady, signaling a strong market similar to that of the late nineties. He says the outlook is bullish with substantial growth in sectors supporting AI. Mike says the team continues to stay disciplined focusing on companies with robust earnings, revenue, and market advantages particularly in tech. They are focusing on energy and industrial sectors as well.

 

Recorded on May 15, 2024.

 

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

For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

Investing in liquid alternatives – Rory Poole

As liquid alternatives rise as a popular investing strategy, we check in with Fidelity’s Director of Alternatives, Rory Poole. Rory discusses the latest market trends affecting liquid alternatives and how they may fit in a client’s portfolio. Rory defines an alternative as any investment where the value is not solely driven by the stock or bond market going up. He says alternatives can involve many different types of strategies and assets and many investors don’t even realize that they own alternatives investments in their portfolio. Rory points out that liquid alternatives have evolved a lot in the eyes of the investor over the last 5 to 10 years. Rory talks about the five main alternatives classes including private equity, private debt and credit. He also deep dives into the various alternative funds Fidelity offers including the Canadian Long/Short alternative fund that was launched earlier this year.

 

Recorded on May 10, 2024.

 

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

For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.