Episodes

Saturday Jan 25, 2025
Saturday Jan 25, 2025
On Wednesday January 22, Fidelity Investments Canada hosted VISION 2025 Toronto, a full-day event connecting Fidelity’s portfolio managers and experts with thousands of advisors joining both in-person and virtually across the country. For today’s podcast we’re bringing you an audio replay of the first session of the day, featuring Fidelity’s Global Asset Allocation team – David Wolf, David Tulk, and Ilan Kolet. Ilan moderates the session.
Advisors can watch full video replays of the event and qualify for CE Credits. Please visit fidelity.ca or reach out to your wholesaler for more information.
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.

Friday Jan 24, 2025
U.S. Growth Opportunities in 2025 – Becky Baker and Kyle Weaver
Friday Jan 24, 2025
Friday Jan 24, 2025
Earlier this week, on President Trump’s first day in office, U.S. equity markets advanced at the open. Investors will be watching Trump’s trade policy and other key pieces of his agenda, along with a few major earnings reports this week. So how are today's guests navigating the current market environment? Joining the show today to unpack where they’re finding growth opportunities in 2025 are Fidelity U.S. Growth Opportunities class Portfolio Managers Kyle Weaver and Rebecca Baker.
Recorded on January 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.

Thursday Jan 23, 2025
Jurrien Timmer's global macro view – January 20, 2025
Thursday Jan 23, 2025
Thursday Jan 23, 2025
President Donald Trump has been sworn in as the 47th President. All eyes are on markets this week to see how they react to a new President, and his policies. Joining the show today to set you up for the exciting trading week ahead is Fidelity Director of Global Macro, Jurrien Timmer.
Recorded on January 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.

Wednesday Jan 22, 2025
Alternative investing strategies in 2025 – Brendan Sims
Wednesday Jan 22, 2025
Wednesday Jan 22, 2025
Donald Trump’s return to office is creating a buzz in the alternatives marketplace. The theme of deregulation within alts could offer more opportunity for the retail investor to gain exposure to private assets. How might policy changes impact alternative investments? And who are the key players in the private equity and credit space? Joining the show today to discuss the opportunities among alternative investments and the range of products Fidelity offers in the marketplace is Alternative Investment Strategist, Brendan Sims.
Recorded on January 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.

Tuesday Jan 21, 2025
Portfolio construction ideas for 2025 – Paul Ma
Tuesday Jan 21, 2025
Tuesday Jan 21, 2025
U.S. stocks surged last week, driven by strong bank earnings and softer-than-expected core inflation data. The Dow Jones, S&P and the NASDAQ Composite all ended higher, posting their biggest daily gains in over two months. Might this momentum continue? And why does today's guest say he’s optimistic on Canada? Joining the show today to discuss where we are in the business cycle and what that means for portfolio construction ideas is Fidelity U.S. Vice President and Lead Portfolio Strategist, Paul Ma.
Recorded on January 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.

Monday Jan 20, 2025
Markets, innovations and what to expect in 2025 – Andrew Clee
Monday Jan 20, 2025
Monday Jan 20, 2025
2025 has kicked off on a high note. Just last week, Fidelity Canada proudly announced that the Fidelity All-In-One Balanced ETF has crossed the $2 billion dollar mark in AUM. And thanks to you, FidelityConnects was ranked the number one podcast in the 2024 Environics’ Advisor Digital Experience Study for the fourth year in a row. This year, we’re committed to bringing you even more timely market insights and innovative products. How is Fidelity Canada actively contributing to the success of its advisors? And what new products are on the horizon for you to explore? Joining the show today for a look at how Fidelity is here to support you this year is Fidelity Vice President of Product, Andrew Clee.
Recorded on January 15, 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.

Friday Jan 17, 2025
2025 market themes to watch – Joe Overdevest
Friday Jan 17, 2025
Friday Jan 17, 2025
North American equity markets opened in the green at the start of this week, with mining and tech stocks lifting the TSX composite. As investors assess the potential impact of President-elect Trump’s proposed trade policies, the spotlight is on natural resources. How is Fidelity navigating these trade uncertainties? And where is today's guest finding opportunities in today’s market environment? Joining the show today to unpack all this and more is Fidelity Global Natural Resources Portfolio Manager Joe Overdevest.
Recorded on January 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.

Thursday Jan 16, 2025
Jurrien Timmer's global macro view – January 13, 2025
Thursday Jan 16, 2025
Thursday Jan 16, 2025
Friday’s employment data confirms that the U.S. economy remains strong and the labor market remains tight. Today's guest says this allows less room, if any, for the Fed to cut rates. Market expectations now suggest the Fed may be done easing, signally a potentially more hawkish stance. How might rising yields and a stronger U.S. dollar shape financial conditions moving forward? And what does he expect to be an ongoing theme for 2025? Joining the show today to unpack the macro themes on his radar, and to set you up for the trading week ahead, is Fidelity Director of Global Macro, Jurrien Timmer.
Recorded on January 13, 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.

Wednesday Jan 15, 2025
Analyst perspectives: Insurance and real estate sectors – Connor MacGrath
Wednesday Jan 15, 2025
Wednesday Jan 15, 2025
The latest jobs report out of the U.S. this morning has dwindled the hopes of a rate cut by the Federal Reserve later this month. And with strong jobs data out of Canada, the big question is, might the Bank of Canada hold too? How is the rate story impacting insurance and real estate sectors? And where is today's guest finding investment opportunities in today’s market environment? Joining the show today to unpack the latest trends and opportunities in Canada’s insurance and real estate sectors is Equity Research Analyst, Connor MacGrath.
Recorded on January 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.

Tuesday Jan 14, 2025
Denise Chisholm's sector and factor perspectives – January 9, 2025
Tuesday Jan 14, 2025
Tuesday Jan 14, 2025
The U.S. 10-year yield has hit an 8-month high and is un-inverted for the first time in two years. Today's guest says that while there isn’t a clear picture on what a steepened yield curve means for stocks and overall returns, it does hold information for sectors. Which sectors could be poised for gains amid a steeper curve? And could it ease your inflation concerns? Joining the show today to unpack all this and more is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.
Recorded on January 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.

Monday Jan 13, 2025
January 2025 CIO market perspectives – Andrew Marchese
Monday Jan 13, 2025
Monday Jan 13, 2025
2025 has kicked off with an air of unpredictability as political uncertainty looms. News of Trudeau’s exit and a new tariff program from President-elect Trump have caused notable fluctuations in markets and currencies. Has the traditional market playbook changed? Joining the show today to discuss his latest markets thesis, including possible investment opportunities in 2025 from an institutional lens is Fidelity Chief Investment Officer and Portfolio Manager Andrew Marchese.
Recorded on January 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.

Friday Jan 10, 2025
Friday Jan 10, 2025
Prime Minister Justin Trudeau announced his resignation as the leader of the Liberal Party. Government will be prorogued until March 24th while a new Liberal party leader is chosen. The dollar popped on the news, and the TSX Composite opened higher earlier this week. So what are some of the policy and investment implications of Trudeau's decision? And what might this mean for options trading? Joining the show today to unpack all this and more is Fidelity Portfolio Manager, David Way, and former Liberal Finance Advisor and Political Strategist Tyler Meredith.
Recorded on January 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.

Wednesday Jan 08, 2025
Jurrien Timmer's global macro view – January 6, 2025
Wednesday Jan 08, 2025
Wednesday Jan 08, 2025
Prime Minister Justin Trudeau has announced his resignation. Trudeau declared his intention to stay on as prime minister until a new leader is chosen and has asked for the prorogation of Parliament until March 24. Wall Street and Bay Street opened higher on January 6, and investors will be watching December jobs data due Friday for signs of the U.S. economy’s strength. As we step into a new trading year, what were the key takeaways from 2024? And how can we apply those lessons to navigate the markets in 2025? Joining the show today to unpack the macro themes on his radar, and to set you up for the trading week ahead, is Fidelity Director of Global Macro, Jurrien Timmer.
Recorded on January 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.

Monday Jan 06, 2025
Monday Jan 06, 2025
The United States Presidential Inauguration looms on Monday January 20th. As we wrap up 2024 and look ahead to 2025, the second Trump term continues to drive headlines. Today we’re joined by Joe Overdevest, Portfolio Manager, and Denise Chisholm, Director of Quantitative Market Strategy, for observations surrounding the US election, and what may be on the horizon in 2025. Joe reflects on the energy sector, and we’ll begin with Denise looking at how a second Trump administration might affect global financial 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.

Thursday Jan 02, 2025
FidelityConnects: Best of 2024
Thursday Jan 02, 2025
Thursday Jan 02, 2025
On today’s podcast we’re wrapping up 2024 with our “Best of FidelityConnects” episode. Host Pamela Ritchie takes us through highlights from this year’s shows, featuring Fidelity’s portfolio managers and subject-matter experts, as well as special guests.
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.

Tuesday Dec 31, 2024
International equities at the forefront – Jed Weiss
Tuesday Dec 31, 2024
Tuesday Dec 31, 2024
Today we’re joined by Jed Weiss, Portfolio Manager, to discuss the potential of international equities, explore the impact of AI on global businesses, and investment opportunities in emerging markets. Jed manages Fidelity International Growth Fund, and today with host Pamela Ritchie, he dives into global growth prospects, focusing on valuation-driven investing and the long-term potential of undervalued global franchises in Europe and Japan. He also highlights how AI is driving cost efficiencies and innovation, noting its global footprint across industries and supply chains. Finally, he sheds light on key regions such as the UK, India, and China, addressing both the challenges and opportunities presented by geopolitical and macroeconomic trends.
Recorded on December 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.

Monday Dec 30, 2024
Timmer Time: Questions facing markets in 2025
Monday Dec 30, 2024
Monday Dec 30, 2024
On today’s podcast we’ll hear from Jurrien Timmer, Fidelity’s Director of Global Macro, in our quick hit series “Timmer Time” Today Jurrien outlines the most important questions facing markets in 2025, and let's you know what investors should focus on. For more from Jurrien, head to the Insights section of fidelity.ca to read a recap of his December market insights on the resilient bull market, potential policy shifts from the incoming administration, and the evolving cryptocurrency landscape.
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.

Friday Dec 27, 2024
Fidelity Technology Innovators Fund in 2025 and beyond – Radhika Surie
Friday Dec 27, 2024
Friday Dec 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

Tuesday Dec 24, 2024
2025 emerging technology trends – John Bradley
Tuesday Dec 24, 2024
Tuesday Dec 24, 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

Monday Dec 23, 2024
Monday Dec 23, 2024
Today’s episode focuses on Canada’s fall economic statement that was released in December. Portfolio Manager David Wolf, CEO of Rubicon Strategy, Kory Teneycke, and Rubicon Strategy partner, David Herle, break down Canada’s fall economic statement for advisors and discuss its far-reaching implications. They touch on the political fallout from Chrystia Freeland’s resignation, what it means for Canada’s future leadership, and ultimately what it all means for Canada’s economic future going forward.
Recorded on December 17, 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