FidelityConnects

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.

Future of advice: AI possibilities - Part 1 – Mark Schmehl and Annie Wang

Join Mark Schmehl, Portfolio Manager, and Annie Wang, Director of Private Investments, for a discussion on AI's past, present and future, as well as investment possibilities.

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: The next wave of growth: Where innovation meets opportunity – Mark Schmehl

On October 16 and 17, Fidelity Investments Canada hosted FOCUS 2025, connecting our portfolio managers and experts with advisors. On today's episode, Mark Schmehl joins FOCUS to share his latest thoughts on the next wave of growth and where he’s finding opportunities. 

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.

Want to help your kids or grandkids get smart about money? – Rob Carrick & more

Now more than ever, during these uncertain times in the markets, it’s not always easy for young Canadians to have enough to save and put aside. But research shows that young people do have important financial goals, like buying their first home, planning for retirement, and travelling. So what is holding them back from achieving these goals?  And how can we help young people build strong financial habits early on in their investment journey? On this episode, we turn to personal finance columnist, Rob Carrick, who joins the show to share investing lessons from his storied career. Rob spent 27 years as a columnist for the Globe and Mail before retiring earlier this year.  He’s seen the markets through many ups and downs and has helped many Canadians along the way. We find out what his top investing lessons are from nearly three decades of reporting—and why he believes at this moment in time “financial advice could be the best it’s ever been.”

Recorded on November 10, 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: Income in action – Adam Kramer and Scott Mensi

On October 16 and 17, Fidelity Investments Canada hosted FOCUS 2025, connecting our portfolio managers and experts with advisors. On today's episode, Adam Kramer and Scott Mensi take the stage at FOCUS to talk about their current market 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.

FOCUS 2025: ETF insights: an all-in-one approach to portfolio construction – Étienne Joncas-Bouchard

On October 16 and 17, Fidelity Investments Canada hosted FOCUS 2025, connecting our portfolio managers and experts with advisors. On today's episode, Étienne Joncas-Bouchard takes the stage at FOCUS to share their thoughts on industry trends in the ETF space and how Fidelity All-in-One ETFs may fit into investors’ portfolios.

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 10, 2025

North American equity markets are off to a strong start this week. As Congress begins steps to avoid a government shutdown, investors are also encouraged by a surprisingly strong earnings season. And the momentum looks good overseas too, with non-U.S. markets showing accelerating earnings estimates and strong performance. But the big question now is whether markets have overestimated AI’s ability to drive long-term growth and help the U.S. manage its rising debt. So what does this mean for investors? And how might it shape the path ahead? Joining today's episode to unpack the latest macro movers impacting the markets is Fidelity Director of Global Macro, Jurrien Timmer.

Recorded on November 10, 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.

Denise Chisholm's sector and factor perspectives – November 6, 2025

Concerns about an A.I. bubble are dominating media coverage across platforms. And the big debate? Whether we’re actually in one. Today's guest argues that the “A.I. bubble” narrative simply doesn’t match the data. So what are today’s underlying financial conditions showing us - especially compared to the dot-com era? And why is that distinction the key to her thesis? Joining this episode to walk us through the data and what it means for investors today is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.

Recorded on November 6, 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.