FidelityConnects

Factor investing in today's market cycle – Bobby Barnes

2024 was an exceptional year for momentum.  AI driven names helped fuel this win. But as 2025 unfolds, unveiling an air of uncertainty in the markets, today's guest says there is another factor stirring the pot. Joining the show today to discuss the factors shaping today’s markets and why, is Fidelity Head of Quantitative Index Solutions, Bobby Barnes.

Recorded on February 28, 2025.

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

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

 

Politics and your wallet: How to stay a step ahead – Tom Stevenson, Ilan Kolet and KY Wong

Are politics in Canada and the U.S. dominating your news and social feed – and do they have you worrying about your investment portfolios? Tune in to learn about how Fidelity’s investing pros are thinking long-term and trying to step ahead. Fidelity Institutional Portfolio Manager and former Bank of Canada analyst, Ilan Kolet, will talk about what's happening in Canada and ways he is protecting clients portfolios. Tom Stevenson, Investment Director, Fidelity International, will share global impacts and where there might be investment opportunities in Asia, Europe and around the world. Additional insights from Jurrien Timmer, KY Wong, and Pedro Antunes. This show was initially presented as a live webcast of The Upside, our investor webcast on March 4, 2025.

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

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

Global micro caps in motion – Salim Hart

Microcap stocks can be seen as risky, but for those with the right expertise, they can unlock a world of opportunity. Today's guest manages Fidelity Global Micro-Cap fund, leveraging a unique approach that combines value, quality, and both quantitative and fundamental analysis to find hidden gems. Where is he finding the best opportunities right now? And how might U.S. policy shifts and global valuations impact microcap investors? Joining the show today to share his investment style, and how he’s navigating global markets, is Portfolio Manager, Salim Hart.

Recorded on February 27, 2025.

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

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

Weathering market volatility with an experienced Portfolio Manager – Dan Dupont

Markets have been anything but predictable over the last four years. And for some investors, it hasn’t exactly been their type of market. Today's guest says it’s time to look beyond the Magnificent 7 and explore smaller, overlooked spaces. Joining the show today to share his perspectives on today’s markets, including where he’s finding value-oriented investing opportunities around the globe, is Portfolio Manager Dan Dupont.

Recorded on February 26, 2025.

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

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

February ICYMI: Top market stories and surprises

February has been a busy month, with some volatility in the markets, looming tariffs from our neighbours down south, and the upcoming changes to the political landscape here in Canada. So today we’re going to be diving into the top market stories, surprises and what should be on your investing radar in the near future. This show was initially presented as a live webcast of The Upside, our investor webcast. 

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

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

Investing in North American equities – Darren Lekkerkerker

North American equity markets opened flat at the start of last week, as consumer confidence continues to find its footing. Concerns about tariffs and inflation, coupled with last week's batch of weak economic data raised some warning flags about US growth prospects. Despite the current market challenges, today's guest feels confident in his positioning, and even sees opportunity for Canadian equities later this year. Joining the show today to discuss how he’s navigating the North American equity market landscape is Portfolio Manager Darren Lekkerkerker.

Recorded on February 25, 2025.

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

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

The True Cost of the Trump Tariffs: analysis from Pedro Antunes, Chief Economist, The Conference Board of Canada

President Trump has pushed the reset button on the Canada/U.S. relationship, and Canada is now embroiled in a trade war it never wanted. The Conference Board of Canada recently examined how we will need to rethink how we engage with the U.S. and the rest of the world. Pedro Antunes, Chief Economist at the Conference Board of Canada, discusses their "Canada in a Changing World series" with host Pamela Ritchie.

Recorded on February 21, 2025.

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

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