FidelityConnects

The road to 2026: Policy trends and market movers – Denise Chisholm and Greg Lowman

As the U.S. gears up for a pivotal election year, policy shifts and market movements are already taking shape. Join Denise Chisholm, Director of Quantitative Market Strategy, and Greg Lowman, VP, Digital Advocacy and Policy Communications, for a timely discussion on how political dynamics and legislative signals from the 2025 off-year elections are setting the stage for 2026.

Recorded on December 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.

 

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Alors que se profile une année électorale charnière aux États-Unis, les grandes orientations politiques et les dynamiques de marché commencent à émerger. Assistez à un entretien très à propos entre Denise Chisholm, directrice en chef, Stratégie de marché quantitative, et Greg Lowman, vice-président, Promotion numérique et communications des politiques, sur l’impact des élections intermédiaires de 2025, entre évolution des politiques et signaux législatifs qui préparent le terrain pour 2026.

Date : 4 décembre 2025

Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.

Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une quatrième année consécutive lors du sondage 2024 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.

Closing the books on 2025: Year-end tax strategies – Jacqueline Power

From capital gains to retirement contributions and charitable giving, join Jacqueline Power, Director of Tax and Retirement Research, as she unpacks what matters most in the final stretch of the year ­– and how to close the books on 2025 with confidence.

Recorded on December 3, 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.

 

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Jacqueline Power, directrice en chef, Recherche sur la retraite et la fiscalité, sera des nôtres pour expliquer les points essentiels à considérer avant la fin de l’année, allant des gains en capital aux cotisations de retraite et aux dons de bienfaisance, afin de clôturer 2025 en toute confiance.

Date : 3 décembre 2025

Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.

Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une quatrième année consécutive lors du sondage 2024 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.

 

Exploring digital assets: Bitcoin and beyond – Chris Kuiper

As 2025 comes to a close, the digital asset space continues to evolve, and market participants are watching closely. Join Chris Kuiper, Vice President of Research at Fidelity Digital Assets, for a timely and insightful look at the current state of bitcoin and the broader digital asset landscape. From institutional adoption to regulatory developments and market trends, Chris breaks down what’s driving momentum, what’s changing and what it all may mean for you heading into 2026.

Recorded on December 2, 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.

 

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Alors que l’année 2025 touche à sa fin, le secteur des actifs numériques continue d’évoluer et les intervenants sur le marché suivent la situation de près. Joignez-vous à Chris Kuiper, vice-président de la recherche chez Fidelity Digital Assets, pour une analyse pertinente et approfondie de l’état actuel du bitcoin et de l’ensemble du secteur des actifs numériques. Qu’il s’agisse de l’adoption institutionnelle, des changements réglementaires ou des tendances du marché, M. Kuiper expliquera ce qui stimule le secteur, les changements en cours et ce que cela pourrait signifier pour vous à l’aube de 2026.

Date : 2 décembre 2025

Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.

Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une quatrième année consécutive lors du sondage 2024 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.

Analyst insights: Energy in 2026 – Jin Hwang

Join Fidelity Equity Research Analyst Jin Hwang for a look at how Canada’s energy sector is faring in Q4, including fossil fuels, renewable energies, nuclear and uranium. Jin also shares what might be in store for 2026, including developments in pipelines and trade.

Recorded on November 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.

 

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Joignez-vous à Jin Hwang, analyste en recherche sur les actions chez Fidelity, pour une analyse du secteur canadien de l’énergie au quatrième trimestre. Il abordera notamment les combustibles fossiles, les énergies renouvelables, le nucléaire et l’uranium. Découvrez aussi les perspectives pour 2026, y compris les tendances liées aux pipelines et au commerce.

Date : 28 novembre 2025

Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.

Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une quatrième année consécutive lors du sondage 2024 d’Environics sur l’expérience numérique des conseillers et conseillères en placements au Canada.

Denise Chisholm's sector and factor perspectives – November 20, 2025

Consumer sentiment has fallen to one of its lowest readings on record. History suggests these periods can feel uncertain, yet often precede pockets of opportunity. Does poor sentiment really mean weaker spending ahead? Or could it signal a turning point for Consumer Discretionary stocks? And what’s behind the emerging setup today's guest is seeing in the Healthcare sector? Joining this episode to break down the data - and to share a fresh look at her top and bottom sectors is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.

Recorded on November 20, 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.

Opportunities in global high-yield – Peter Khan

Last month's sharp sell-off on Wall Street has investors rushing to safer assets like treasuries, pushing yields lower. Even so, credit fundamentals remain solid, with tighter spreads and strong demand for yield. At the same time, today's guest notes that we’re also seeing growing dispersion and some early signs of stress in parts of the loan market. So what’s really driving this push-and-pull in credit right now? And where should investors be looking if conditions become more volatile? Joining this episode to break it all down is fixed income portfolio manager, Peter Khan.

Recorded on November 14, 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.

Canada's market frontier with Hugo Lavallée

This week, U.S. markets have been fuelled by AI-driven tech rallies and the increased hope for a December rate cut. But this will end a relatively flat month. Closer to home, the TSX is moderately up in November. And globally, market action has been recently lead by European recovery and Asian exports, also capping off a flat month. Today's episode features portfolio manager Hugo Lavallée, who keeps tabs on both US, Canadian and global equities, all through his contrarian lens. This makes him the ideal guest today to share his market thoughts, with December and 2026 just around the corner. Hugo manages Fidelity Greater Canada Fund, Canadian Opportunities Fund, Climate Leadership, and is underlying manager on Global Equity+.

 

Recorded on November 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.

Real estate investing in 2026 – Don Newman

For the past few years, Artificial Intelligence has undoubtedly been the dominant conversation among investors globally. And while adoption and investment in this area may continue to dictate overall sentiment in the short term, it’s important that investors don’t lose sight of some of the “less loved” pockets of the market. One area that certainly fits that description is real estate. As central banks globally continue to lower interest rates, investors may find opportunities, attractive entry points, and diversification in an asset class that is less sensitive to what’s been dominating the recent news. Here to talk about real estate markets, where he’s finding opportunities, and a new strategy that combines both private and public real estate, is Fidelity Alternative Real Estate Trust Portfolio Manager Don Newman.

 

Recorded on November 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.

Jurrien Timmer's global macro view – November 24, 2025

Equity markets are recovering after indigestion took over through last week. The question of whether a slowing equity market can make it a stronger equity market is being asked. Perhaps this is a useful shift in the narrative away from zero-sum talk. Will the next few weeks of greater government data releases in the US, and the “annual dance” before a year-end Fed decision, allow for markets to calmly march forward? Joining today's episode to help us understand where a 5% drawdown in equity markets lands us as we approach the final month of the year, is Fidelity’s Director of Global Macro, Jurrien Timmer.

Recorded on November 23, 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 dividend playbook: Strategies that pay you back – Ramona Persaud

US equity markets opened in the red, with the S&P 500 on its fourth-straight day of losses. The market narrative has shifted sharply in recent weeks, with AI enthusiasm giving way to skepticism - and investors questioning whether heavy capex will deliver the returns once expected. Adding to the uncertainty is concern that the Federal Reserve may hold off on a third rate cut in December. So what does this changing backdrop mean for the evolution of defensive stocks—are they still playing the same role in portfolios? And how does quality bias fit into this environment, especially as global markets take on a barbell structure? Joining today's episode to explore these themes, and discuss why the case for dividends may be stronger than before, is Portfolio Manager Ramona Persaud. Ramona manages several Fidelity funds including Fidelity U.S. Dividend Fund and Fidelity Global Dividend Fund.

Recorded on November 18, 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 ETF roundup with Étienne Joncas-Bouchard – November 2025

The momentum in Canadian ETFs continues into the 11^th month of the year. Despite Canada not being the most popular destination for global investors, the TSX has delivered standout performance, driven by a sector-heavy market - with materials and precious metals leading the charge. And beyond Canada, an interesting trend is emerging in the US: the rise of the so-called “anti-factor” theme - where companies that traditionally shouldn’t be outperforming are, in fact, leading the way. So what does this mean for investors? How long could these trends last? And where does this leave those seeking diversification? Joining today's episode to unpack it all in this month’s edition of the ETF Roundup is Fidelity Director of ETFs and Alternatives Strategy, Etienne Joncas Bouchard.

Recorded on November 12, 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.

 

FOCUS 2025: Concentrated investing in U.S. equities – Stephen DuFour

On October 16 and 17, Fidelity Investments Canada hosted FOCUS 2025, connecting our portfolio managers and experts with advisors. On today's episode, Stephen DuFour takes the stage at FOCUS to share his thoughts on concentrated investing and where he’s finding opportunities in U.S. equities. 

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.

FOCUS 2025: Asset allocation update: a global perspective – David Wolf, David Tulk and Ilan Kolet.

On October 16 and 17, Fidelity Investments Canada hosted FOCUS 2025, connecting our portfolio managers and experts with advisors. On today's episode, David Wolf, David Tulk and Ilan Kolet take the stage at FOCUS to talk about their global asset allocation outlook.

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 quant opportunity: Fidelity's data-driven capabilities – Gilbert Haddad

What happens when human insights meet advanced analytics? That’s Fidelity’s Quantitative Research and Investments team - or QRI. A team where data scientists, mathematicians, and portfolio managers work side by side - all focused on one goal: finding the next great investment idea. And today's guest is giving you a look into their world. How does he turn data into investment ideas? And what does it mean to have this capability at a private company like Fidelity? Joining this episode to unpack all this and more is QRI’s Head of Advanced Strategies and Research, Gilbert Haddad.

Recorded on November 5, 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.

Jurrien Timmer's global macro view – November 17, 2025

With market concentration and top-heavy-ness a reality, how narrow is the path forward for investors to tread? There is an argument for harvesting beta, but there is also the presence of powerful stimulus in US markets from a loosening Fed and benevolent tax policy - both of which can propel equity markets further into the horizon. This propulsion is evident over-seas as well as in the US, allowing investors the choice to diversify via region. Joining today's episode for his brilliant take at the beginning of a big week for US - and maybe global - earnings is Fidelity’s Head of Global Macros Jurrien Timmer.

Recorded on November 17, 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.

 

FOCUS 2025: The power of dividend investing – Ramona Persaud

On October 16 and 17, Fidelity Investments Canada hosted FOCUS 2025, connecting our portfolio managers and experts with advisors. On today's episode, Ramona Persaud takes the stage at FOCUS to share her perspective on the power of dividend investing. 

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 Asset Allocation monthly update: November 2025 – David Tulk

Canada’s Liberal government has tabled its 2025 budget, unveiling $141 billion in new spending over the next five years. Investments will target housing, infrastructure, and defense - alongside a dedicated $925-million artificial intelligence fund, a priority flagged by Prime Minister Carney. With this ambitious fiscal plan now on the table, what are the key messages catching the attention of today's guest? And how might this shape the Global Asset Allocation team’s outlook on Canada’s economy and markets? Joining this episode to unpack all this and more, including the potential implications for investors is Portfolio Manager, David Tulk.

Recorded on November 11, 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.

Future of advice: AI possibilities - Part 2 – Darren Lekkerkerker and Ben Holton

Join Darren Lekkerkerker, Portfolio Manager, and Ben Holton, Portfolio Manager and Analyst, for a discussion on how Fidelity's investment management team is investing in AI, and using AI in their day-to-day.

Recorded on November 5, 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.

FOCUS 2025: Harnessing quality across global markets – Patrice Quirion

On October 16 and 17, Fidelity Investments Canada hosted FOCUS 2025, connecting our portfolio managers and experts with advisors. On today's episode, Patrice Quirion takes the stage at FOCUS to talk about harnessing quality across global markets. 

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.

FOCUS 2025: State of the market – Jurrien Timmer

On October 16 and 17, Fidelity Investments Canada hosted FOCUS 2025, connecting our portfolio managers and experts with advisors. On today's episode, Jurrien Timmer takes the stage at FOCUS to share his global macro view and the state of the market. 

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.