FidelityConnects

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.

Beyond North America: The rise of international markets – Jed Weiss

It’s been a standout year for international markets. After years of a strong US dollar, we’ve seen a meaningful shift - and global equities have responded. Today's guest says regions within Europe and Asia continue to offer attractive opportunities. So where exactly are those opportunities? And how does his experience managing both large and small mandates create a unique advantage of understanding the full market “food chain”? Joining today's episode to unpack all this and more is International Growth Fund portfolio manager, Jed Weiss.

Recorded on October 8, 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 7, 2025

For the first time in over three years, median earnings growth in the US has turned positive. And today's guest says it’s finally looking like recovery just got a lot more durable. But are changes to tax policy hindering that path? And which sectors could be are poised for upside against this backdrop? Joining this episode to dissect her latest sector thesis is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.

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.

Outlook: AI, U.S. tech, and software – Ben Holton

Today's guest reminds us that the version of AI we use today is the worst version of it. Rapid innovation in AI means the next iteration could be issued in just a few weeks’ time - and could be a vast improvement on today’s capabilities. The regulatory frameworks are also still to come. And how does an enterprise trust an AI provider with its valuable data? Joining this episode is the person who can weave context around all of these questions for investors: Ben Holton, Fidelity Research Analyst and Portfolio Manager.

Recorded on October 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.

Diversify with U.S. small and mid-caps – Steve MacMillan, Connor MacGrath, and Christian Ghezzi

Interest rates are falling, tariffs are evolving, and the AI market continues to hold steam. On this episode, we’re breaking down how those shifts are playing out in portfolios, supply chains, and across the consumer landscape - particularly in smaller names. And how does the breadth of Fidelity’s research help connect the dots across all of it? Joining the show today to discuss is Director of Research and portfolio manager Steve MacMillan, and equity research associates Connor MacGrath and Christian Ghezzi.

Recorded on October 2, 2025.

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

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

Time to invest in Canada? – Reetu Kumra

Canada continues to be an interesting story. In the face of mixed signals - tariffs, fiscal stimulus, and policy shifts - markets are navigating a constant push and pull. And the tension is showing up in sector performance: resources have been standouts, banks are holding steady, and cyclicals have been outperforming more defensive names. So, why Canada now? And what is today's guest hearing from our country’s top CEOs that might help us guide our way through the next quarter? Joining today's episode is portfolio manager Reetu Kumra, for a look at the key drivers moving the TSX, and what it may mean for you. Reetu manages several Fidelity funds including Fidelity Long/Short Alternative.

Recorded on September 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.

Jurrien Timmer's global macro view – September 29, 2025

We continue to power through bull market conditions, both on a secular and cyclical basis. A global well-spring of investment opportunities continues to broaden for investors, and technicals remain strong, for now. How will the upcoming earnings season impact the cyclical story? Will tariffs start to bite in a more meaningful way, or will policy changes stemming from the One Big Beautiful Bill kick in just in time? With the Cap-ex cycle for AI in relentless mode, today's guest says there is a lot to like about the current state of affairs for equity investors. Joining this episode to take us through the charts that spell out a continuing bull thesis, while exposing some of the cautionary elements in the marketplace, is Fidelity Director of Global Macro Jurrien Timmer.

Recorded on September 29, 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 – September 26, 2025

Earlier this month the Federal Reserve cut interest rates for the first time this year. But did the Fed cut because conditions allowed - simply pulling back on policy that was too restrictive - or out of necessity, reacting to a weaker economy? And how can you spot difference while it’s unfolding? Today's guest says profits may hold the answer - a leading indicator that can help cut through the noise. Joining today's episode to discuss all this and more, including her top and bottom three sectors, is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.

Recorded on September 26, 2025.

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

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

 

Cottage planning: Estate and tax strategies – Jacqueline Power

It’s autumn. The leaves are changing to brilliant colours, outdoor BBQs are getting wrapped up for the winter, and for those lucky enough to own a family cottage, the pipes will need winterizing and the windows are boarded up. In the land of real-asset investing, where does cottage ownership fit? Is it an investment, or a cost, season after season? And how to divide such assets between children when a parent dies, or when parents would like to sell out of their interest? There are several tax efficient manners in which to attempt such a thing, and there are also a host of tax inefficient ways pass on the family heirloom. Joining today's episode to get to the tax structures that really matter when attempting to change the deed on a family cottage is Director of Tax and Retirement Research, Jacqueline Power.

Recorded on September 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.

Where to find diversified income opportunities in markets – Scott Mensi

The Federal Reserve’s latest rate cut has pushed treasury yields higher. Despite a lower policy rate, the U.S. 10 and 30-year yield jumped 10 basis points following the announcement. If rates continue to lower, how might this further impact fixed income? And what might be a good addition to your portfolio amidst the current market environment? Joining today's episode is Scott Mensi, Institutional Portfolio Manager, for a discussion on all this and more, including how Fidelity’s Tactical High Income Fund is currently positioned.

Recorded on September 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 – September 22, 2025

As the trade channels of a new, multipolar world begin to form, the investment thesis that could stick is a global bull market. Is the current bull market a cyclical one within a much more secular story? Do the charts show us a new, sustainable leg up, with the Fed now in easing mode? And what are investors to do with inflation? Joining today's episode to help guide your decisions in this new era of Federal Reserve policy, layered on top of a relentless A.I. build out is Fidelity’s Head of Global Macro, Jurrien Timmer.

Recorded on September 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.

GLP1 to aging populations: Health care trends to watch – Alex Gold

The healthcare sector is facing challenges under the U.S. administration’s drug pricing reform, and tariffs continue to add uncertainty. The end-of-month deadline is approaching for drugmakers to respond with binding commitments in matching U.S. drug prices to overseas levels. How are equities in healthcare reacting? And what are the implications for pharma? On a positive note, med tech seems to be performing well. What opportunities lie there? Joining this episode from the UK to unpack the evolving landscape of the healthcare sector, tariffs, and investment opportunities is Portfolio Manager Alex Gold. Alex manages the Fidelity Global Health Care Fund.

Recorded on September 19, 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 – September 2025

Interest in ETF investing remains strong across Canada. In fact, Fidelity’s All-in-One ETF line-up recently crossed a significant milestone: $10 Billion in Assets Under Management since inception. So, what’s driving the popularity of ETFs, and more specifically, Fidelity’s All-in-One ETFs? Which factors may perform well in today’s market environment? Joining today's episode is Étienne Joncas-Bouchard, Director, ETF and Alternatives Strategy.

Recorded on September 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.

Retirement unplugged: Peter Drake on life after work

Today’s topic is one that affects many Canadians and equally many of your clients – life after retirement. What exactly is shaping the retiree experience? And how can you better support your clients as they approach this significant chapter in their lives? Joining today's episode is one of the original members of Fidelity Canada’s retirement and research team, Peter Drake. Peter is the former Vice President, Retirement and Economic Research at Fidelity. From the depths of the global financial crisis to the start of the bull run on U.S. equities, he travelled coast to coast speaking to many of you and your clients. Peter has more than 50 years of experience as an economist, including working with the economics department of the TD Bank Financial Group, spending 11 years as a Vice President of the Bank and Deputy Chief Economist. It’s been 10 years since Peter retired from Fidelity in 2015, and he’s come back for a special sit-down interview to share his personal reflections and professional perspectives on life after work.

Recorded on September 16, 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.