FidelityConnects

Investing in U.S. equities – Stephen DuFour

Today on the show, we welcome Portfolio Manager Steve DuFour. He gives us a look at the US equities on his radar, and how he determines which companies to invest in. Steve describes how the market is currently presenting several investable themes, which signals a favourable time for investors to explore those potential opportunities. Steve says artificial intelligence and the transition to electric vehicles are gaining prominence. The reshoring trend is being observed across multiple industries, and continues to evolve as companies reassess their supply chain strategies and make investments in facilities closer to home. Steve provides an overview U.S. Focused stock fund strategy, explaining that the fund follows a concentrated investment approach with a portfolio consisting of under 40 names. It focuses on identifying long-term investable trends amidst short-term market fluctuations, and leans towards companies exhibiting strong earnings growth compared to the market.

Recorded on March 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.

Factor investing: What's trending and why – Bobby Barnes

Joining us on the program today is Head of Quantitative Index Solutions, Bobby Barnes. Bobby discusses factors shaping today’s markets, AI, rate cuts, and much more. Bobby explains how there is a broadening of the stock market. Market is top-heavy with large stocks, leading to underperformance for most stocks. He adds it’s important to have active management and concentrate on stock picking. For him, he believes the focus should be on the twelve to eighteen-month horizon. Bobby also touches on the significance of AI on market dynamics.  He says AI is a theme to pay close attention to as it could potentially be a major factor at the stock level. Earnings are coming through right now for companies that are selling AI solutions. He adds the broadening out of the market and AI are connected. Turning to factor investing, he says things haven’t changed – what worked last year is working year-to-date. Bobby says drivers to follow are change in the cost of money, availability of money, consumer’s excess savings/consumer spending. He notes once the Fed cuts, you will not want to be in growth, quality, or momentum. 

Recorded on March 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.

Dividend investing in 2024 – Ramona Persaud

Today on the show, we welcome long-time dividend investor Ramona Persaud. Ramona touches upon volatility, compound growth, and of course, her dividend investing strategy. Ramona explains how her investment strategy works with in a volatile market environment. She says she focuses on key pillars including excess return or alpha, downside protection and a reasonable level of income. Ramona says she’s currently looking at the markets with an open mind. She alludes that there may be a perception of a de-risked economy due to factors like inflation and supply chain issues. She adds, interest rates will most likely not go as high or as low post global financial crisis, but rather in between. When rates are high, this is good for value and great for economically sensitive stocks. Ramona believes there is a potential for a more stock-picking market where skilled picking can drive differentiation and success. She notes how dividend stocks have changed and evolved due to an increase in companies paying dividends. Historically, financials were the main dividend payers but have shifted over time. Ramona stresses the Importance of Active Management. Passive dividend strategies may not provide the desired volatility reduction. So for her, she advocates for an active and intentional approach to dividend investing.

Recorded on March 12, 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.

Behind the numbers: Meet Stacie Ware, Quantitative Analyst and Olympian

For today’s podcast, we’re excited to bring you an episode of our new “Behind the Numbers” series. In “Behind the Numbers”, Chris Pepper, VP, Corporate Affairs, speaks with Fidelity’s portfolio managers, analysts, subject matter experts, and more, about what brought them into investing and what drives them every day. Stacie Ware, quantitative analyst in Fidelity’s Merrimack, New Hampshire, fixed income team, is today’s guest. Stacie shares her intriguing background and life she lead before joining Fidelity.

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.

Empowering women in wealth – Michelle Munro

Today on the show, we welcome Michelle Munro, director of tax and retirement research. She discusses the importance of women in wealth management, including how women view money and how advisors can better connect with their female clients. Michelle describes today’s female investor as well educated, active in the workforce, earning their own money and contributing to the household finances. The influence of women in financial decision making has seen a substantial increase, and we see more women in executive roles and starting their own businesses in the current landscape. Michelle explains that women view financial concerns somewhat differently than men, particularly in terms of retirement and personal outlook. Women are more goal-oriented in terms of investing, connect emotional well-being with financial stability, and must prepare for more years of retirement thanks to higher life expectancy. It is important for advisors to cater to their female clients, partially because while men are starting to transition to a “do it yourself” investing approach, women statistically still want advice from advisors.

Recorded on March 8, 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.

After the BoC: Impact on Canadian bonds – Sri Tella

Today on the show, we welcome Portfolio Manager Sri Tella. He discusses his outlook for Canada’s bond markets, and the opportunities for fixed income following the latest Bank of Canada interest rate announcement. Sri notes that the BoC hinted at concerns regarding inflation, contributing to the uncertainty surrounding rate cut decisions. Shelter in particular is expected to contribute roughly 50% to inflation over this year. There were no indications of rate cuts given to the market, and some cuts have been priced out of the market which suggests a potential delay in the magnitude of future cuts. Sri also outlines the bond market sectors that he now sees as most attractive. Provincial bonds, securitized products and the energy sector are currently favored due to factors such as historical valuations, short duration combined with high spreads, and stability respectively. 

Recorded on March 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.

 

In conversation with Fidelity's Head of Women and Engagement – Lorna Kapusta

Today on the program we welcome special guest Lorna Kapusta, Fidelity’s Head of Women & Engagement. Lorna leads female-focused initiatives building experiences, solutions and designing resources to better serve the unique needs of women. Studies have shown women are actually more risk aware when it comes to investing. Women tend to weigh the effort they put in for the money they’ve earned. Lorna highlights how the advisor community should focus on understanding a woman’s approach to money and that the way her decision-making on investments is different than a man. Recognize the possibility that she is trying to achieve several things rather than just one. Studies have also shown women ended up doing well with a holistic approach to financial planning and sometimes on average a little bit better than men. Lorna also discusses what motivates women to invest, what factors go into that, and she highlights Fidelity’s Women Talk Money program that provides women a financial community with live discussions, special guests, and workshops.

Recorded on March 5, 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.

Behind the numbers: Face-to-face with Hugo Lavallée

For today’s podcast, we’re excited to bring you an episode of our new “Behind the Numbers” series. In “Behind the Numbers”, Chris Pepper, VP, Corporate Affairs, speaks with Fidelity’s portfolio managers, analysts, subject matter experts, and more, about what brought them into investing and what drives them every day. Today, Chris catches up with Montreal-based portfolio manager Hugo Lavallée who has had a long career with Fidelity, but only after some initial hurdles getting his foot in the door.

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.

Crunching the numbers: U.S. financials sector – Lee Sotos

Today on the show, we welcome Senior Cross-Asset Financial Analyst Lee Sotos. He looks at how the US financials sector is fairing in reaction to interest rates and global trends. Lee explains that the rates towards US Financials and Global Financial Fund are still being held, and that the market has decreased rate cuts this year moving from 6 to 3. The sector is still working towards a soft landing, although that is a difficult goal when unemployment remains high and components such as wage and inflation are engineered by the Federal Reserve. The Fed is currently being careful of the economy that is actively being pushed into a softer time period, where the rates stay higher up for longer. Lee also dives further into the Global Financial Services Fund, stating that its current team is primarily increasing fund payments of major companies like Visa and MasterCard. The team believes this fund is durable enough to keep up with a soft landing or even a no-landing scenario, and that it could have a more balanced approach should the rates go down faster than expected. 

Recorded on March 6, 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 – February 29, 2024

Today on the show, we welcome back Director of quantitative market strategy Denise Chisholm. She discusses the Fed’s next possible move, her current market thesis, and what sectors are on her radar. Denise talks about durable recovery in terms of sectors. She says labor costs, good prices, and PPI came down faster than CPI. Technology was the first to be in the earnings recession, however it is now the first out. She sees a great setup for post-recessionary recovery and adds we are not in a situation where investors should be thinking about underweighting technology stocks. Denise touches on the Fed’s decisions on interest rate cuts saying they are not too concerned with the equity market. She adds there is very little correlation between acceleration of growth to the acceleration of inflation. The sweet spot would be an inflation rate above 2%. The sweet spot for equities is between 3 to 4% with Real GDP growth higher. She also highlights top sectors as consumer discretionary, and technology and bottom sectors as energy, consumer staples and utilities.

 

Recorded on February 29, 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 – March 25, 2024

Today on the show, Director of Global Macro Jurrien Timmer discusses the Fed’s latest policy announcement, the highs of the Japanese market, and other macro trends. The Fed’s recent decision to hold interest rates where they are was a bit of a surprise for the market. Jurrien says although the Fed maintains there will be three expected cuts, this new situation creates a timing issue. He says generally, the Fed doesn’t like to cut or hike rates around elections because it doesn’t want to be seen as meddling with the election cycle.  In that sense Jurrien says, a March cut, a June cut and then walking away for a while would have been the best solution, but inflation numbers prevented a March cut from happening. Jurrien believes that the Fed will cut rates in June, and maybe in December, leaving the time around the presidential election untouched. Jurrien also speaks at length of a bullish broadening of the market stating the cap weighted index is continuing to make all-time highs. The highs are also joined now by the S&P 500 equal weighted index. He points out 81 percent of the stocks in the S&P 500 are above their 200-day moving average. This means that they are in a long-term uptrend. Jurrien says the market is broadening in the upwards direction, which is the best thing you can hope for if you’re an active investor. As always, Jurrien shares his charts so please go to @TimmerFidelity on Twitter to follow along.

Recorded on March 25, 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 strategies and opportunities – Vince Kraljevic and Raghav Mehta

On the program today, Fidelity ETF Strategists, Vince Kraljevic and Raghav Mehta.  From active, factor based, fixed income, sustainable investments to digital assets, Fidelity offers a mix of ETFs for various investment styles and time horizons. Vince and Raghav discuss ETF inflows, Fidelity’s Fixed Income ETF line-up, Bitcoin diversification and much more. They go into recent market trends and data affecting fixed income markets. They say Canada sees interest in shorter duration products, while the US experiences record-breaking flows into bonds.  Despite meeting expectations, inflation components suggest interest in adding duration for yield advantages. They add despite PCE inflation numbers meeting consensus expectations, certain components like shelter costs and services have seen an uptick, suggesting that rate hikes may not be over. This has led to investors showing interest in adding duration to their fixed income portfolios for potentially higher yields. Vince and Raghav discuss bitcoin allocation and diversification. They say Inclusion of Bitcoin aims to enhance diversification and improve risk-return profiles. They add careful position sizing mitigates risk, ensuring balanced portfolio construction. They also discuss equity market dynamics and its implications, inflows and asset allocation.

 

Recorded on March 1, 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 managed portfolio for RRSPs – David Wolf

Today on the show, we welcome Portfolio Manager David Wolf. He provides insights on how the Global Asset Allocation team is positioning Fidelity Managed Portfolios for the year ahead, and why advisors should consider including them in client RRSPs. David explains that global asset allocation decisions for portfolios involve a top-down approach that is primarily focused on growth, inflation, policy, supply and demand. David explains supply is significantly more challenging to measure than the amount of demand present, and the models that Canadian consumers have been relying on continuously underestimate the capacity of America’s economy. David also discusses interest rates and how the timing and magnitude of rate cuts by central banks are determined. Rate cut periods usually fall under one of two scenarios; either the economy experiences a soft landing with gradual rate cuts, or the central bank is forced to cut them more aggressively due to increased economic deterioration. David adds while the Federal Reserve in the US may have the freedom to cut rates by choice, the Bank of Canada may be compelled to do so out of necessity to stimulate its economy.

  

Recorded on February 27^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.

Timmer Time: What are you most excited about? – Jurrien Timmer

On a recent podcast we heard from Jurrien Timmer, Director of Global Macro, for his five things you need to know right now. Today we’re pleased to present bonus "Timmer Time content", diving into a few more topics on Jurrien’s mind. Make to sure to subscribe to FidelityConnects to not miss any upcoming episodes. Jurrien’s weekly look at the markets returns soon, alongside daily content from Fidelity’s portfolio managers, thought leaders, subject-matter experts, and special guests.

Recorded on February 1, 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.

Fixed income now – Jeff Moore and Stace Ware

Today we’re bringing you a conversation from Fidelity Canada’s Vision 2024 event in Toronto. Vision offers insights from our portfolio managers and investment experts and provides their comments on the current market environment, Fidelity’s investment process, and our global research network operation. The following conversation is with our fixed income team made up of portfolio manager Jeff Moore and quantitative analyst Stacie Ware. They discuss the fixed income outlook for 2024 and where they are seeing trends and opportunities.

Recorded on January 31, 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.

 

Finding opportunities in small caps with portfolio manangers – Chris Maludzinski and Connor Gordon

Today on the show, we welcome Portfolio Managers Chris Maludzinski and Connor Gordon. They provide an update on Fidelity Global Small Cap Opportunities Fund and the benefits of adding small-cap equity exposure to clients’ portfolios. Chris and Connor describe the Global Small Cap Opportunities Fund as having a “go anywhere” approach, seeking the best investment opportunities around the world and not confined to any specific regions. The strategy is entirely bottom-up and focuses on security selection, leveraging the expertise of over 100 analysts globally to incorporate the best ideas into the fund. They add by identifying inflection points within high-quality companies, the strategy can provide a unique perspective on the future of the market.  They explain the primary objective of investing in small-cap stocks is that they will grow into large-cap stocks over time. There is no strict limit or requirement to sell if a small-cap stock reaches the upper end of the market cap threshold, which allows flexibility to continue holding successful companies.

 

The podcast was recorded on February 28^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.

Timmer Time: Five things you need to know right now – Jurrien Timmer

On today’s show it’s “Timmer Time” and we’re bringing you the five things investors need to know in the first quarter of 2024, looking to the rest of the year ahead. Director of Global Macro, Jurrien Timmer, joins us to present these topics, which include an eye on the U.S. Federal Reserve, and if there is a potential market impact from the upcoming U.S. election.

Recorded on February 1, 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.

Why you need to pay attention to AI now – Matt Twigg

Joining us on the program today is Fidelity Senior Manager of Fidelity Labs, Matt Twigg. Matt provides a look into the latest A-I and tech innovations making noise around the globe and what AI products Fidelity is currently involved with. Matt explains how Fidelity is in the middle of an “early access” program with Microsoft. It’s a co-pilot 365, which has all the abilities of ChatGPT embedded into the Microsoft Office Suite. He says it is currently being tested by approximatively 300 people across the organization.  Recent reports say the number one industry that could be affected by Artificial intelligence is financial services. Impacts include augmentation, job offloading to AI, and helping us get better at our jobs, not necessarily replacing us. Research shows that people can be much more productive, much more effective, and produce less errors by working with AI.

 

Recorded on February 22, 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.

Finding value around the world – Salim Hart and Naveed Rahman

Today on the show, we welcome Portfolio Manager Salim Hart and Institutional Portfolio Manager Naveed Rahman. They provide a comprehensive discussion of value investing strategies in today’s markets and where they are finding new opportunities globally. Salim and Naveed discuss the importance of macro-economic factors and interest rates. While prolonged periods of low interest rates can somewhat affect investor perceptions, current rates are closer to long-term historical averages than the recent lows. Both stock level and top-down analyses indicate a belief in higher inflation and interest rates, demonstrating the value of implementing macro-economic considerations in investment strategies. Current reports show that a lot of people are investing solely in cash, which Salim and Naveed agree comes with significant long-term risks such as the effects of inflation on wealth over time. They discuss the benefits of their more diversified approach that combines attractive returns with lower volatility, which has outperformed 97% of peers across several years prior. This was measured through a risk-adjusted basis, which demonstrates the approach’s strong performance relative to the level of risk taken.

 

Recorded on February 23^rd, 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.

Behind the numbers: One-on-one with Ramona Persaud

For today’s podcast, we’re excited to bring you an episode of our new “Behind the Numbers” series. In “Behind the Numbers”, Chris Pepper, VP, Corporate Affairs, speaks with Fidelity’s portfolio managers, analysts, subject matter experts, and more, about what brought them into investing and what drives them every day. In this episode, Chris speaks with Boston-based Fidelity portfolio manager Ramona Persaud, who was born in New York City and jokes that she had to choose between fashion or finance.

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.