FidelityConnects

FOCUS 2025: Sector watch: Market trends – Denise Chisholm

On October 16 and 17, Fidelity Investments Canada hosted FOCUS 2025, connecting our portfolio managers and experts with advisors. On today's episode, Denise Chisholm takes the stage at FOCUS to share her perspective on market trends and which sectors she’s watching.

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: Uncovering hidden gems: Intrinsic value investing – Morgen Peck and Sam Chamovitz

On October 16 and 17, Fidelity Investments Canada hosted FOCUS 2025, connecting our portfolio managers and experts with advisors. On today's episode, Morgen Peck and Sam Chamovitz take the stage at FOCUS to share how they’re uncovering hidden gems for intrinsic value 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.

The long/short method: 5 years of alternative investing – Dave Way

This week marks the five-year anniversary of Fidelity Long/Short Alternative Fund. Over that time, markets have thrown just about everything at investors: A global pandemic, and with it, its extreme volatility of 2020, the speculative surge of 2021, the rate-driven reset of 2022, political change here at home and in the U.S., and a fresh wave of momentum powered by A.I. enthusiasm. So let’s rewind a bit, and look at how the fund has navigated those very different market environments. What has today's guest has learned along the way? And how has it helped frame his strategy to position for tomorrow? Joining this episode to unpack all this and more is Fidelity Long/Short Alternative Fund portfolio manager, David Way.

Recorded on November 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.

 

FOCUS 2025: Staying resilient in turbulent markets – Dan Dupont

On October 16 and 17, Fidelity Investments Canada hosted FOCUS 2025, connecting our portfolio managers and experts with advisors. On today's episode, Dan Dupont takes the stage at FOCUS to talk about how he’s finding opportunities amongst the current market volatility. 

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 3, 2025

The tantrum in April was tough, but it has been a bountiful year, says today's guest. With an international trade policy that is proving to be less bad than expected for U.S. stocks, as well as the helpful tax and depreciation levers built into the One Big Beautiful Bill, the U.S. exceptionalism story rolls out news highs weekly. A continued expansion in spend for A.I. development provides a powerful platform for the A.I. trade in the year to come as well. Joining this episode to discuss what this may mean for investors and advisors alike is Fidelity Director of Global Macro, Jurrien Timmer.

Recorded on November 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.

FOCUS 2025: Investing against the grain – Hugo Lavallée

On October 16 and 17, Fidelity Investments Canada hosted FOCUS 2025, connecting our portfolio managers and experts with advisors. On today's episode, Hugo Lavallée takes the stage at FOCUS to share how he’s investing against the grain.  

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.

Bank of Canada Reaction with Economist Don Drummond

The Bank of Canada has lowered its key interest rate to 2.25 per cent. The quarter-point cut is the second consecutive rate cut by the central bank and comes amid the ongoing U.S. trade tensions. The Bank also released its Monetary Policy Report, warning that the trade conflict is "fundamentally reshaping" Canada's economy. Is the Bank optimistic or pessimistic on the economic future? Could future cuts be on the horizon? Joining today's episode to unpack what the latest Bank of Canada decision means for markets and the economy, is renowned economist Don Drummond. Don is a former Chief Economist at TD Financial Group, and current Stauffer-Dunning Fellow and Distinguished Visiting Scholar in the School of Policy Studies at Queens University.

Recorded on October 30, 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.

Tomorrow's disruptors: Investing in what's next – Michael Kim and Priyanshu Bakshi

Innovation is constant - it’s the new normal. Disruptive companies are creating new opportunities across 5 key areas: automation, communications, finance, medicine, and technology. How are today's guests investing in global disruption across all areas of the market? And when it comes to their style and approach, what sets them apart? Joining this episode to discuss their strategies for capturing opportunities in today’s era of innovation and disruption are Fidelity Disruptors Class portfolio managers, Michael Kim and Priyanshu Bakshi.

Recorded on October 31, 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.

 

Celebrating 10 Years of North American Equity Class – Darren Lekkerkerker

Last week we celebrated a milestone. Fidelity North American Equity Class officially turned 10! In the decade since its inception, the fund has navigated a few small moments you may remember - oil shocks, trade tensions, a global pandemic, and a rapid rate-hike cycle - all while staying true to its disciplined approach to investing across the continent. As today's guest looks back on the last 10 years, what lessons stand out? And how do those learnings shape his outlook for the decade ahead? Joining this episode to reflect on all this and more is North American Equity Class portfolio manager, Darren Lekkerkerker.

Recorded on October 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.

Denise Chisholm's sector and factor perspectives – October 23, 2025

Valuations may shape expectations, but they don’t determine destiny. Today's guest challenges the idea that CAPE - the cyclically adjusted price-to-earnings ratio - can predict returns on its own. She notes that CAPE’s predictive power weakens once you strip out crisis periods. And that it’s not just where the markets start, but how they end that really moves the needle. Joining this episode to separate valuation myths from market reality is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.

Recorded on October 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.

Jurrien Timmer's global macro view – October 27, 2025

2025 has shown some fascinating correlations. Some that we would never have expected, like utilities’ performance at the levels of the S&P 500, and strange bed fellows vying for runner up status in the bull market on a year to date basis. As the world this week prepares for more detail on a possible US-China trade deal, a Fed move, and trillions of dollars’ worth of earnings to be announced, markets power forward. Can this power extend sustainably to the smaller cap, or equally weighted version of the US markets, or is this the year for those massive tech giants to steal the spotlight, again? How does the Global bull market share the gains through the end of this year? Joining today's episode for a tour through charts and graphs that paint the picture of the market, is Fidelity Director of Global Macro, Jurrien Timmer.

Recorded on October 27, 2025.

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

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

Exploring energy and natural resource markets – Joe Overdevest

Gold has entered unchartered territory. The safe-haven metal has soared more than 60 per cent year-to-date, crossing $4300 an ounce for the first time last week. Meanwhile copper - often seen as a global economic bellwether - is grabbing investor attention amid U.S. dollar concerns, rising policy and M&A activity. What might this all mean for investors navigating the global energy sector? And as AI transforms Canada’s energy landscape, how is today's guest positioned? Joining this episode to dig into what’s driving the move in global natural resources, is portfolio manager Joe Overdevest.

Recorded on October 21, 2025.

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

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

ETF Monthly: Ideas, trends, and strategies – Vince Kraljevic

Canadian active ETFs are having a moment, reshaping how investors think about diversification, growth, and what it means to stay ahead. And as we enter the last quarter of 2025, Canadian equities continue to capture strong inflows. What are the latest market trends shaping the next phase of ETF innovation? And why does today's guest say he prefers a factor-based approach to find the winners in the market? Joining this episode for a discussion on his ETF playbook, including a timely update on Fidelity All-in-One’s, is ETF strategist, Vince Kraljevic.

Recorded on October 22, 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.

Fixed Income: Fourth-Quarter Insights – Sri Tella

After the U.S. government shutdown delayed a key economic indicator, September’s CPI report is out. The latest U.S. inflation data came in softer than expected, building the case for more fed cuts. Following the report’s release, equity markets rallied, and the U.S. 10-year note fell below 4%. With everything going on in the markets, today's guest highlights that there still are attractive yields in Fixed Income, and that it is an area of the you may not want to overlook. Where is Canada’s place in all of this? How might it impact Canada’s market environment? Joining this episode to unpack the fixed income landscape is fixed income portfolio manager, Sri Tella.

Recorded on October 24, 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.

Small/mid-cap strategy to complement large-cap portfolios – Shilpa Mehra

Last week, Fidelity Canada launched the Fidelity Global Small-Mid Cap Equity Fund. This new product allows investors distinct opportunities across each market spectrum: mid-cap, small-cap, and micro-cap. Why might this be a great addition or compliment to a portfolio? And how does it work? Joining this episode is portfolio manager Shilpa Mehra - who is making her Fidelity Connects debut - to discuss the fund’s genesis, objectives, and the team behind the fund.

Recorded on October 7, 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 – October 20, 2025

Is this a gilded age of gold and AI as twin investments? Markets last week saw a cooling of some animal spirits due to question marks surrounding U.S.-China trade talks and some U.S. regional banks. The endless but very important question remains about whether AI is in a bubble. That question is answered by today's guest with the comment, the markets look okay. Joining this episode to explore the parallels being drawn to past periods of accelerated growth is Fidelity Director of Global Macro, Jurrien Timmer.

Recorded on October 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.

 

European comeback and what it means for investors – Tom Stevenson

Investors’ shift to investing globally is only growing. It is growing, most notably at this point, in the Emerging Markets, and particularly in China. According to a recent Outlook report from Fidelity International in London, the story for equities across the world has proper momentum behind it. Though certain countries may be waxing and waning in terms of valuations, the push to invest outside of America chimes with calls that parts of the U.S. equity trade are getting bit long in the tooth. With a view from the European heights to address this moment, Fidelity Investment Director, Tom Stevenson joins this episode.

Recorded on October 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.

Why investors may want more Canada in their portfolios – Maxime Lemieux

It’s shaping up to be a standout year for the TSX. Canada’s benchmark index topped 30,000 points for the first time yesterday and is up 20% year to date. Despite the upswing, today's guest is keeping his eye on the risks, and says that patience and diversification are the key to staying ahead. So which sectors are speaking to him today? And how is he protecting downside, while staying invested? Joining this episode to unpack all this and more, is Fidelity True North Fund portfolio manager, Maxime Lemieux.

Recorded on October 1, 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.

Introducing Fidelity Multi-Alt Equity Fund – Rory Poole and Brendan Sims

Markets can be unpredictable. This year, we’ve seen a shift in equity flows and market leadership - from a handful of dominant tech names to a broader range of sectors. And in times like these, investors and advisors alike are looking for tools that can help smooth out returns and diversify across market cycles. Fidelity Canada has introduced a new product, Fidelity Multi-Alt Equity Fund. A single, multi-strategy liquid alternative designed to offer diversification and flexibility through challenging markets. How do liquid alternatives fit into today’s broader market landscape? And how might this strategy fit into a broader equity allocation? Breaking this all down for us are Fidelity Director of Alternatives, Rory Poole, and Alternatives Strategist, Brendan Sims.

Recorded on October 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.

Outperformers: Factors in favour – Bobby Barnes

Today’s guest is here to unpack the market forces driving investor decisions so far through 2025 with a focus on how quantitative insights can help us navigate what’s ahead. From tariffs and rate cuts to factor leadership and the influence of AI, he will explore how these themes are shaping both North American and International equity markets. He will also examine where investors are finding opportunities - whether in momentum, value, or high quality. Joining today's episode is Bobby Barnes - Fidelity Head of Quantitative Index Solutions - who will help us put these trends into context.

Recorded on October 9, 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.