How blockchain may revolutionize the financial system – Luc Froehlich

Luc Froehlich, Fidelity Global Head of Digital Asset Solutions, shares his insights into blockchain and the impact it will have on the industry in 2022 and beyond. In speaking with host Colin Randall, Director Research, Luc notes we are only at the early stages of blockchain technology as we haven’t figured out all of the use cases. A key takeaway is that investors should take this opportunity to learn more about blockchain technology, while focusing on blue-chip tokens and infrastructure.

Recorded on July 13, 2022.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

The Bank of Canada’s rate hike and what it means for bond markets – Sri Tella

Portfolio Manager Sri Tella comments on the Bank of Canada’s latest interest rate decision and what it means for bond markets. Sri is based out of Fidelity’s fixed income headquarters in Merrimack, New Hampshire, and for Canadian investors is involved with 12 Fidelity funds, including Fidelity Canadian Bond Fund, Corporate Bond Fund, and the fixed income subportfolio of Fidelity Inflation-Focused Fund. A fund launched in September 2021, that aims to invest in securities collectively resilient to inflation, leveraging Fidelity’s vast global network and proprietary research.

Recorded on July 14, 2022.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

CIO perspectives: Navigating market volatility in Q3 2022 – Andrew Marchese

Andrew Marchese, Fidelity Canada Chief Investment Officer, and Portfolio Manager, discusses the latest on various Canadian sectors, such as financials and energy, and how to invest safely in today’s turbulent economic landscape.

Recorded on July 12, 2022.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Jurrien Timmer’s global macro view – July 11, 2022

Looking for leading analysis to better understand what’s moving the markets around the world and to be better prepared for what may be next? Joining us again for his weekly view on the markets is Fidelity’s Director of Global Macro, Jurrien Timmer. Jurrien will help us make sense of the current market environment, as we’ve seen green one day and red the next.

Recorded on July 11, 2022.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Exploring future stock market leaders – Charlie Hebard and Michael Kim

Join Charlie Hebard and Michael Kim as they provide an update on Fidelity Long-Term Leaders Fund and discuss the importance in today’s environment of identifying and assessing long-term industry leaders worldwide.

Recorded on July 8, 2022.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Denise Chisholm’s sector and factor perspectives – July 7, 2022

June was a volatile month as inflation reaches all-time highs and central banks scramble to cool it by raising their key interest rates. Sector Strategist Denise Chisholm brings her unique insights and perspectives on the sectors to watch in global markets. Denise is a student of history who uses historical probability analysis when looking at the markets, and today she joins us for her sector watch – highlighting the sectors, factors, and underlying indicators investors should be monitoring to evaluate the strength of the markets.

Recorded on July 7, 2022.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Breaking down dividend investing and inflation – Don Newman

The Bank of Canada recently released the results of their Summer business executive and consumer surveys. On inflation, the survey showed that many Canadians expect higher inflation to persist longer than previously thought. So where could investors turn, and could dividends be the place for the foreseeable future? And specifically which sectors of dividends? Joining us today to tackle this question and more, is veteran portfolio manager Don Newman. For Canadian investors Don manages Fidelity Dividend Plus Fund, and is also the underlying or subportfolio manager on other Fidelity Canada funds including Dividend Fund and Monthly Income Fund. Don is also director of research managing a team of equity research analysts on the Fidelity Canada investment team.

Recorded on July 6, 2022.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Jurrien Timmer’s global macro view – July 5, 2022

Jurrien Timmer, Director of Global Macro, joins us again today, for his first third quarter 2022 appearance. The S&P 500 was down 21% for the first half of the year, which was the biggest first-half-of-the-year decline since 1970. Today with host Pamela Ritchie, Jurrien reflects on trends in bear markets of the past, as we wonder how long will this current bear market last. Also, if this is a recession or non-recession bear market. Jurrien also looks at the upcoming earnings season, and notes we’re transitioning from worrying about inflation to worrying about growth. Per usual, Jurrien will be sharing some charts so please head to @TimmerFidelity on Twitter to follow along.

Recorded on July 5, 2022.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

A comprehensive look at global markets with Tom Stevenson – July 4, 2022

Joining us again today to provide his analysis of global markets is Tom Stevenson, Investment Director at Fidelity International, based in London. The G7 summit wrapped up last week in Germany where leaders of the world’s seven richest countries discussed a number of global issues, particularly an end to Russia’s war in Ukraine. As fears of a global recession loom, we’ve seen the price of oil slipping, and commodities such as copper are trading at a 17-month low. Among other topics today, Tom and host Pamela Ritchie look at earnings and the bond market. Also, the big topic of inflation, including if a recession is on the horizon. Tom notes that the Bank of England is expected to raise rates this month, and shares that the increase in the cost of living is hitting people hard in the UK. Wages are front and center as people are dealing with increases in the price of food, energy, and more. Tom also explains how this has led to strikes.

Recorded on July 4, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_stevenson_july4.pdf

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

A long/short view of markets in the second half of 2022 – Dave Way

Investors remain a little on edge ahead of the second-quarter earnings season and the Fed’s handling of high inflation in the U.S. Some economists speculate a market slowdown, and we’ve seen volatile markets of late. So how can investors take advantage of this volatility? Dave Way, portfolio manager of Fidelity Long/Short Alternative Fund, joins us today to discuss his fund and the advantages of an alternative investment style, which may be effective for investors in this market environment. Today, among other topics, Dave and host Pamela Ritchie discuss the downward pressure on goods inflation and how we’re now contending with services inflation, how commodities are a very attractive asset class and tend to be the most resilient in delivering real returns to portfolios over time, and also how Dave finds his opportunities for shorting across three different categories – classic financial shorts, ESG detractors, and “hedge for long”.

Recorded on June 28, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_way_june28.pdf

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Q3 2022 portfolio construction and the business cycle - Paul Ma

Paul Ma, VP, Lead Portfolio Strategist, joins the show today to explore where we are in the business cycle and see what that means for portfolio construction. June was a volatile month as inflation reaches all-time highs and central banks scramble to cool it by raising their key interest rates. Paul says “do not fear, there is something for you”, and explains today to host Pamela Ritchie that the most important horizon is the strategic long-term horizon. Paul also adds that the 60/40 portfolio has worked out well, and when looking at the business cycle we are into a late cycle, the recession is next and we don’t know exactly when. This discussion was initially presented as a live webcast, with Paul polling and taking questions from the virtual audience.

Recorded on June 27, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_ma_june27.pdf

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

What’s next for U.S. growth? - Tom Rollins

Joining us today for a discussion on U.S. equities is Tom Rollins, Institutional Portfolio Manager. Tom works alongside portfolio manager Kyle Weaver, who for Canadian investors manages Fidelity U.S. Growth Opportunities Class and co-manages NorthStar Fund. Tom notes the unprecedented level of macroeconomic cross-currents of late. Inflation and the response from the Federal Reserve, impacts on global supply chains, the war in Ukraine, and the Zero covid response in China are all affecting growth stocks in North America. Tom also shares how their fund is currently positioned and what shifts have been made in 2022. Tom reminds us they look for stocks that look cheap on a 3-7 year view of their earnings or free cash flow, and these stocks fall into 3 categories.

Recorded on June 24, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_rollins_june24.pdf

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

The metaverse: Adoption potential and market opportunities - Pamela Neville

Joining us today for a discussion on the metaverse is Pamela Neville, Social Product Leader at Fidelity Investments, based out of Boston. With host Pamela Ritchie, Pamela Neville looks at the adoption potential, market opportunity, and how Fidelity is positioning itself to become a leader in this new space. Today, Pamela reflects on the changes from Web 1.0, to 2.0, and 3.0., the differences between high-poly and low-poly in the Metaverse, and the logistics of purchasing land in Decentraland, among other topics. If you are interested in learning more about the Metaverse and the Fidelity Stack, please look up two videos that will be referenced in this podcast. First is “An immersive Decentraland experience” on the Fidelity Investments YouTube channel. As well as “Matthew Ball and the Metaverse Road Map”

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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Social media’s impact on mental health - Bailey Parnell

In this episode, we will be joined by Bailey Parnell, founder, and researcher at #SafeSocial, for a discussion on social media’s impact on mental health. How is this activity we spend so much time doing actually affecting how we think and feel? We will explore the factors in social media that create an environment in which mental health issues can arise and learn how to improve our experience online. Bailey Parnell is the CEO of SkillsCamp, a soft skills training company, the founder and a researcher at #SafeSocial, a TEDx speaker, and one of Canada’s Top 100 Most Powerful Women. Today’s podcast is hosted by Jessie Sarafian, corporate program & event manager, certified yoga instructor, and host of our Invested in Wellness webcast and podcast.

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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Denise Chisholm’s sector and factor perspectives - June 23, 2022

What’s happening with the big topic of inflation? What’s on the horizon for energy and other sectors, and how can history guide us for what may come next? Denise Chisholm, Director of Quantitative Market Strategy, is with us again today to answer these questions and provide her sector and factor perspectives. Eyes continue to be on both Fed Chair Jerome Powell and President Biden as inflation and gas prices continue to soar in the U.S. Denise believes that rising CPI has been largely driven by the housing market and also that headlines are making the inflation problem seem worse than it truly is, and that the market might be pricing in too many rate hikes. Stay tuned.

Recorded on June 23, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_chisholm_june23.pdf

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Making sense of bitcoin and digital assets - Meghan Chen

Joining us today is Meghan Chen, Digital Assets Strategist, to help make sense of bitcoin and digital assets. Meghan joins host Colin Randall, Director, Research, to break down what bitcoin is, how investors buy and hold it, and how to navigate its current market environment. Meghan and Colin also debunk common myths and discuss how digital assets go beyond bitcoin. They will unpack the decline we’ve seen so far in 2022 and why investors should take a long-term view, including how some governments and institutions have invested in bitcoin. Also discussed today is blockchain as an emerging technology.

Recorded on June 23, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_chen_june23.pdf

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Canadian equities, inflation, and portfolio positioning - Max Lemieux

Joining us today is Portfolio Manager of Fidelity True North Fund, Max Lemieux. As Canada’s CPI print for the month of May came in at a record 7.7%, we wonder how this rising rate environment may be the same or different from other cycles. Will this CPI print affect the Bank of Canada’s rate hike next month? Also, ultimately, what does this mean when it comes to investing in Canadian equities and commodities?  Today, Max highlights that debt-wise, Canada is in good shape relative to other Western countries. Looking at his fund, Max notes that he continues to focus on companies that have a good balance sheet long-term and are well managed and profitable. Max also unpacks if there could be a correction for some commodities in the future, and provides his outlook for Canadian markets looking ahead.

Recorded on June 22, 2022.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

A comprehensive look at global markets with Tom Stevenson - June 21, 2022

Joining us today to share his local perspectives on trends in the United Kingdom and Europe overall is Tom Stevenson, Investment Director, based in London. We saw European markets in positive territory following positive global sentiment from the European Central Bank announcing it will be taking a firm stance on tackling inflation. Today, Tom provides his perspectives on the rising cost of living in the UK, also noting that inflation is expected to reach double-digits later this year. Tom also unpacks how earnings are key to where the market moves next.

Recorded on June 21, 2022.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Jurrien Timmer’s global macro view - June 20, 2022

Markets continue to be mixed as central banks grow more hawkish and investors worry over economic growth. Today with Jurrien Timmer, Director of Global Macro, we look at what is on the horizon and pose the question if we are officially in bear market territory? And if so, what does that mean for valuations, earnings, and your portfolio? Jurrien notes today that during inflationary periods, earnings tend to hold up because companies are selling into the nominal economy, not the real economy. Also, reflecting on secular market trends, Jurrien shares that cyclical markets can last 15-20 years, and currently, we are 13 years into a secular bull market. Per usual Jurrien shares some slides so head to @TimmerFidelity on Twitter to follow along.

Recorded on June 20, 2022.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

The ins and outs of ETF investing - Etienne Joncas-Bouchard

On today’s show, ETF strategist Etienne Joncas-Bouchard joins host Quinn Flaherty, Research and Thought Leadership Manager, for a look at the ins and outs of ETF investing. Etienne and Quinn break it down to the basics today looking at ETFs (exchange-traded funds), what makes them different from other investment products, and what makes one ETF different from another. They will also touch on the latest market trends and the current investing landscape, as well as Fidelity’s range of ETF products, including the Fidelity All-in-One ETFs lineup. For more in-depth content from Etienne, you can check out his monthly podcast “The Fidelity ETF Exchange”, a regular series within this FidelityConnects podcast.

Recorded on June 16, 2022.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.