FidelityConnects

FOCUS 2024: The future of data-driven investing – Neil Constable

On November 21 and 22, Fidelity Investments Canada hosted FOCUS 2024 in Scottsdale, connecting our portfolio managers and experts with advisors. Neil Constable is Fidelity’s head of quantitative research and investing, and he made his first appearance at a Fidelity Investments Canada event, sitting down at FOCUS with host Glen Davidson for a look at how Fidelity is quantifying tomorrow. Under Neil’s leadership, Fidelity has been expanding its data and quant capabilities and integrating them into traditional fundamental analysis. Neil heads the team responsible for the Fidelity Factor ETFs products, which are included in the Fidelity All-In-One ETFs. Neil touches on quantitative research trends, how his team and Fidelity tailor quant strategies to meet the specific needs of different clients, as well as his own unique career path that lead him to his role as head of quant research within a large financial institution.

 

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.

Bitcoin and beyond - Exploring digital assets – Chris Kuiper

On today’s episode, we welcome special guest Chris Kuiper, Director of Research at Fidelity Digital Assets, a subsidiary of Fidelity Investments.  Chris discusses the digital asset landscape including building on bitcoin, how cryptocurrency rallies affect the market, and anticipated digital asset trends for 2025.

 

Recorded on November 27, 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 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.

Value investing in today's markets – Naveed Rahman

On today’s episode, Portfolio Manager Naveed Rahman explores the current global market, navigating market volatility, and gives an update on the Global Intrinsic Value Class. Naveed dives into the evolving M&A landscape, with a focus on opportunities for small and mid-cap firms amidst regulatory challenges. He also highlights sector-specific trends, such as undervalued auto suppliers, and the changing industrial sector.

Recorded November 26, 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 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 25, 2024

Fidelity Director of Global Macro Jurrien Timmer is back on the show today to discuss the current state of the markets. With its recent surge in value, Jurrien talks about Bitcoin today. He provides insights into the factors driving Bitcoin’s growth, including the potential impact of a crypto-friendly administration and the increasing adoption of Bitcoin-related investment products. He also speaks to concerns about the sustainability of Bitcoin’s valuation and the potential risks associated with investing in it. Jurrien’s conversation with host Pamela Ritchie also touches on the broadening of the market beyond the top-performing stocks, and the potential impact of rising interest rates and inflation on the market, as well as the implications for the U.S. dollar and its effect of emerging markets. And of course, no macro analysis this week would be complete without addressing the potential impact of policy changes under the new administration, including the possibility of tariffs and the potential effects on the market.

Recorded on November 25^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 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.

Asia-Pacific equities outlook – Eileen Dibb

Today, we’re joined by Eileen Dibb, Portfolio Manager, to discuss the market outlook for Asia Pacific equities. Eileen’s management approach of both the Fidelity AsiaStar Fund and Fidelity Japan Fund combines macroeconomic analysis, analyst insights, and valuation metrics to identify companies with strong earnings growth. Eileens’s investments are also aligned with AI-driven infrastructure trends, focusing on data centres, utilities, and chipsets. With many currency dynamics emerging in new markets, there is more emphasis than ever in the inflation and stagflation discussion.

 

Recorded on November 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 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.

Analyst perspectives: Third-quarter earnings wrap-up – Claire Fleming and Jin Hwang

Fidelity equity research analysts Jin Hwang and Claire Fleming join host Pamela Ritchie on the show today for an in-depth discussion on the materials and energy sectors. They discuss the impact of lower interest rates on their sectors, sharing which industries are seeing the biggest changes in outlook and valuation. Jin and Claire address the state of the Canadian oil and gas industry, the uranium industry, copper, agriculture, and many more. They also give us an overview of the way permitting and regulatory issues are affecting the materials and energy sectors. Take a listen.

 

Recorded on November 21st, 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 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.

 

Finding opportunities in North American equities – Darren Lekkerkerker

Today’s guest is Darren Lekkerkerker, joining host Pamela Ritchie for an engaging discussion on how he’s navigating today’s market dynamics, while maintaining a focus on high quality companies that can compound free cash flow, have good growth, and is a monopoly. Darren manages the Fidelity North American Equity Class, and co-manages the Fidelity Global Natural Resources Fund, alongside Joe Overdevest. In North American Equity Class, his current focus spans financials, industrials, and consumer discretionary sectors. Darren also shares insights on uncovering opportunities in natural recourses – including coal and copper specifically.

Recorded on November 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 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.

Canadian personal finance trends – Rob Carrick

On today’s podcast, host Bryan Borzykowski sits down for a special interview with Rob Carrick, The Globe and Mail’s personal finance columnist. Rob, who strives to simplify and not complicate in his columns, shares a look at the personal finance topics and trends he’s focused on right now, and what you should be paying attention to. Rob and Bryan will also have a segment in our Financial Literacy Month webcast, The Upside+, streaming live on LinkedIn and YouTube at 12:30 pm on Monday November 25.

Recorded on November 20, 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 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.

Fourth-quarter ETF trends to watch – Raghav Mehta

On today’s episode, host Pamela Ritchie speaks with Raghav Mehta, ETF Strategist, about the performance and strategies behind Fidelity’s factor-based ETFs. Raghav dives into the quality and momentum investing factors, their role in navigating late-cycle markets, and the benefits of all-in-one ETF solutions.

Recorded on November 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 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 18, 2024

Fidelity Director of Global Macro Jurrien Timmer is back on the show today to talk us through the current state of the markets. He speaks to the broadening of the stock market beyond the top tech companies, with small caps and other sectors participating in the rally. On the topic of valuations and earnings, he points out that while 2024 is seeing robust returns driven by earnings and valuation expansion, 2025 may be more earnings-driven as valuations normalize. Jurrien and host Pamela Ritchie also discuss Bitcoin and Crypto, AI and tech stocks, and how the Dollar’s strength relates to Fed policy. Take a listen. Follow Jurrien’s slides @TimmerFidelity on X.

Recorded on November 18, 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 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 14, 2024

Today on the show Denise Chisholm, Director of Quantitative Market Strategy touches on key themes after the Federal Reserve announced a rate cut of 25 basis points. Denise says investors should focus on growth. They should prioritize growth metrics, such as earnings and wage growth, over rate or inflation movements when making investment decisions. The recent rate cut is not lowering yields, but instead are making them rise. Denise says this is a sign of a resilient market, as Historical patterns suggest that rising long-term yields, when linked to growth, are not a threat to equity markets.

Recorded on November 14, 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 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 Fed decision: Impact on markets in November 2024 – David Wolf

Today portfolio manager David Wolf discusses the results of the U.S. presidential election, as well as the Fed's latest rate announcement and what it could all mean for the markets. David emphasizes the importance of staying grounded in the investment process, and highlighted the positive macroeconomic outlook in the U.S., with growth, declining inflation, and stable employment. Him and the GAA team were overweight in equities going into the election, and they will continue staying grounded in this process. Here's Pamela Ritchie with more.

Recorded on November 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 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.

Discover the client benefits of video communication – Michael Litt, CEO and Co-Founder, Vidyard

In addition to our regular episode’s featuring Fidelity’s portfolio managers, subject-matter experts and thought leaders, we bring in special guests. On today’s podcast, we’re pleased to welcome Michael Litt, CEO and Co-Founder of Vidyard, who has an insightful conversation with host Agnes Doherty, VP Regional Sales, on the growing client demand for video communications and the influence of artificial intelligence in driving this trend.

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 2024: Capturing alternative returns from long-short equity – Dave Way

On Tuesday November 5, Fidelity Canada hosted FOCUS 2024 in Quebec City, connecting our portfolio managers and experts with advisors. Portfolio manager David Way manages Fidelity Long/Short Alternative Fund, and on today’s podcast we’ll hear David’s session from the event, speaking with host Charles Danis, VP Regional Sales Eastern Canada. We’ll hear about David’s long/short investing approach and the potential value of alternative strategies in 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 11, 2024

On today’s show, join Jurrien Timmer, Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next. Jurrien and host Pamela Ritchie discuss market movements after last week’s U.S. elections, and more. Follow Jurrien’s slides @TimmerFidelity on X.

Recorded on November 11, 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 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.

Fidelity Insights Class Q4 2024 update – Mike Hickey

In today’s episode, host Pamela Ritchie is joined by Institutional Portfolio Manager Michael Hickey, who works alongside Will Danoff on Fidelity Insights Class. Today, Mike shares how the Insights team is navigating the current market landscape. He opens with a focus on the tech giants, highlighting their high valuations and solid long-term investments. He also sees a potential shift towards mid- and small-cap stocks, especially in undervalued tech segments. AI continues to be a significant trend, and impacting sectors like utilities and data centres, where tech spending is reshaping industries. He also sees AI’s potential in healthcare, with a focus on biotech firms that offer innovation without the risks of early-stage ventures.

Recorded on November 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 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.

November 2024 fixed income headlines – Jeff Moore

We connect with portfolio manager Jeff Moore to get his thoughts on the US elections, the impending rate cute announcement by the Fed and how both events could potentially affect the markets. Jeff says the market stability hinges on timely election results in the bond and stock markets. He says investors should maintain existing trades and add the main stabilizer of the bond markets will depend on if there are clear cut election results. Jeff says there is a high likelihood that the current government debt will prompt higher taxes, cause spending cuts, and potentially both higher taxes and spending cuts could occur. No matter the result, the election is expected to bring stability as markets revert to usual trends post-certification. Jeff says it’s important to continue to focus on inflation, employment, and GDP growth, and shaping monetary policy and rates.

Recorded on November 4, 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 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.

ETF strategies for the fourth quarter – Vince Kraljevic

In today’s episode, Vince Kraljevic joins us to discuss ETF strategies for the fourth quarter, highlighting common misconceptions about ETFs, and how active management is reshaping this space. Vince talks about how falling interest rates could boost small and mid-cap stocks, with his team screening smaller companies for hidden opportunities within the Russell 1000. With a quality focused approach, the fund prioritizes financially sound companies with sustainable business models, helping mitigate risks in rising rate environments. In passive ETFs, there’s a concentration risk around the major tech players. Vince details how active ETF strategies rebalance to avoid overexposure to these stocks, instead focusing on factors like value, quality, and low volatility. Vince also explains that Canada is at the forefront of active ETFS – with 40% actively managed versus only 5% in the U.S. These active ETFs aim to diversify holdings, helping investors avoid concentration risk often associated with passive investing. He closes off by talking about how the fund is currently integrating AI and sector trends – such as renewable energy - by adjusting allocation to capture stable growth areas like industrials, utilities, and energy infrastructure.

Recorded on November 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 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.

VISION 2024: The benefits of global small-cap equity exposure – Connor Gordon

On Wednesday October 23, Fidelity Canada hosted VISION 2024 in Toronto, connecting our portfolio managers and experts with advisors. On today’s show we’ll hear portfolio manager Connor Gordon’s VISION sit-down with host Glen Davidson, to discuss the investment strategy behind Fidelity Global Small Cap Opportunities Fund, and how investors could benefit from investing in this space. Connor manages the fund alongside portfolio manager Chris Maludzinski. Today's uncertain marketplace has highlighted the importance of investing in high-quality names, characterized by sound balance sheet structures that enable companies to weather more challenging environments. Although some investors correlate high-quality names with large cap companies, that isn’t necessarily true. The small cap space consists of several high-quality businesses with tremendous growth potential. In September 2022, Fidelity launched Global Small Cap Opportunities Fund, which aims to uncover value by identifying high quality companies that are mispriced. Connor reflects on how the fund has performed since launch, including the looking at the current investment landscape. Also, how a stock is researched and selected to be apart of this high-conviction portfolio of typically 40–80 small cap companies anywhere in the world.

Recorded on October 23, 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 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.

VISION 2024: Global asset allocation outlook live from Toronto – David Wolf, David Tulk and Ilan Kolet

On Wednesday October 23, Fidelity Canada hosted VISION 2024 in Toronto, connecting our portfolio managers and experts with advisors. On today’s podcast we’re presenting our Global Asset Allocation team’s VISION session, with host Kelly Creelman sitting down with portfolio managers David Wolf, David Tulk, and institutional portfolio manager Ilan Kolet. Fidelity’s Global Asset Allocation team currently manages $90B of multi-asset class funds for Canadian investors. As we’ll hear, there are two main ingredients for their funds: one - to reach across Canada, U.S., and internationally to pick managers of different asset classes, geography, style, sectors. Two – to use a rigorous and research based “Four Pillar Framework” to lean in or out of asset classes. Among other topics today we’ll also hear the team’s views on the current investing environment, inflation, interest rates and central bank moves, current under and overweights, and thoughts on diversification. Please note, a few slides were displayed to the crowd in the room.

Recorded on October 23, 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 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.