FidelityConnects

Analyst perspectives: Fourth-quarter financials in review – Thomas Goldthorpe

The largest U.S. banks posted significant fourth-quarter revenue and profit gains. Earlier this month, U.S. banks reported positive earnings thanks in large part to busy trading during U.S. election season. Here at home, Canadian banks posted mixed earnings as mortgage renewals, rate cuts and credit loss provisions topped investor worries. What might be some of the headwinds for Canadian banks this year? And why does today's guest say this is the year of stabilization for banking sector? Joining the show today to unpack the latest in Canadian and U.S. financials, including what’s driving performance, and how tariffs may impact the sector in 2025 is Fidelity Equity Research Analyst, Thomas Goldthorpe.

Recorded on January 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.

Jurrien Timmer's global macro view – February 3, 2025

Over the weekend, President Trump announced his intention to follow through with his tariff threat on key trading partners. Canada was to see a 25% tariff on goods exported to the United States, and a 10% tariff on energy resources. In response, the Canadian government was set to impose 25% tariffs on $30 billion dollars in goods imported from the US. These tariffs were ultimately averted, but the threat of future tariffs still looms over the North American economy. Joining the show today to unpack what this development means for global markets, and our integrated economies, is Fidelity Director of Global Macro, Jurrien Timmer.

Recorded on February 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.

January 2025 Bank of Canada reaction – Don Drummond

The Bank of Canada has cut its key interest rate by 25 basis points. This is the sixth consecutive cut by the bank, and it brings their key lending rate to 3%. With Trump’s tariff threat looming over Canada, what might this mean for future cuts? And what might it all mean for the economy, the dollar, and your investment decisions? Joining the show today to unpack all this and more 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 January 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.

The secret behind founder-led companies – Dan Kelley

Some of the biggest names making noise on Wall Street are founder-led. Notably, early last week, DeepSeek sent equity markets into a frenzy, highlighting the powerful impact of companies led by their original visionaries. What are some of the founder-led companies are making noise in today’s marketplace? And which themes are helping today's guest decide which companies to invest in? Joining the show today to discuss all this and more is Fidelity Founders Class portfolio manager, Dan Kelley.

Recorded on January 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.

VISION 2025: Diversifying your equity strategy with Global Equity+ Fund – Mark Schmehl, Dan Dupont and Hugo Lavallée

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. During the afternoon the Fidelity Global Equity+ Fund trio of portfolio managers hit the stage. Hugo Lavallée moderated the session with his colleagues Dan Dupont and Mark Schmehl. We’ll hear today how this fund is a combination of their distinct styles, setting the fund apart and bringing diversification. These experienced portfolio managers who all manage funds of their own and have worked together for 20 years, hit the stage for nearly an hour.

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.

Fidelity's data-driven quant capabilites – Neil Constable

Fidelity Canada launched three new products on Tuesday January 28. Built on Fidelity's robust quantitative and fundamental research, these new products are managed by Fidelity’s Quantitative Research & Investments team. In today’s digital age where data is playing an increasingly important role in every facet of life, quantitative investing is expected to grow in the marketplace in the years and decades to come. Today we’re joined by Neil Constable, Fidelity Head of Quantitative Research and Investments, to unpack how the Quantitative Research and Investment division fits within the broader Fidelity ecosystem and share how these new data-driven products may benefit clients.

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 2025: Lessons learned over a storied career – Will Danoff

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. Portfolio manager Will Danoff hit the stage in the afternoon, sitting down with moderator Glen Davidson. Among other topics, Will shared his main takeaways investing in 2024, and what he is focused on for 2025. Also, a look at his investment process, what has contributed to his success over a long career, and his thoughts on the current market environment and macroeconomic backdrop. For Canadian investors, Will manages Fidelity Insights Class.

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.

Unpacking the tariff threat – Ilan Kolet, Reetu Kumra, and more

President Trump is continuing to threaten tariffs on Canada. What could tariffs do to the Canadian economy, the loonie, and consumers? Fidelity Investments experts weight in on this developing story, first released as an episode of Fidelity Canada’s “The Upside” investor webcast series. Today we hear from Ilan Kolet, Institutional Portfolio Manager, Reetu Kumra, Director of Research and Portfolio Manager, and Equity Research Analysts Bobby Reynolds, Claire Fleming, Andrew Hall, and Thomas Goldthorpe.

Recorded January 23 – 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.

Why emerging markets in 2025? – Abhijeet Singh

Trump’s tariff threat and a strong U.S. dollar are putting pressure on Emerging Markets. While China’s economic activity accelerated more than expected in the final three months of 2024, was this short-lived? And within which regions does today's guest see value in over the next few months? Joining the show today discuss the investment themes shaping Fidelity Emerging Markets Fund for the months ahead is Institutional Portfolio Manager Abhijeet Singh.

Recorded on January 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.

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

U.S. equity markets have retreated this week following a two-week hot streak. Big Tech is set to report their Q4 earnings, and the Federal Reserve will hold its first policy meeting of the year. What key trends should investors look for in Q4 results? And how might the Fed’s first policy meeting of the year set the tone for 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 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.

VISION 2025: Concentrated investing in U.S. equities – Steve DuFour

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. Portfolio manager Steve Dufour closed out the morning sessions, speaking with moderator Agnes Doherty. Steve’s session is today’s podcast. We’ll hear about Steve’s investment process for his fund, Fidelity U.S. Focused Stock Fund, as well as his thoughts on the current market environment, and outlook for 2025.

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.

VISION 2025: Thinking big with small caps – Connor Gordon

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 portfolio manager Connor Gordon’s session. Connor speaks with moderator Agnes Doherty about the benefits of investing in small caps right now, how Connor’s fund looks to uncover hidden gems, and what under-the-radar industries or themes within small-caps he’s seeing. For Canadian investors, Connor manages Fidelity Global Small Cap Opportunities Fund alongside portfolio manager Chris Maludzinski.

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.

Political shake-up 2025: Trudeau resigns, Trump returns – Tim Hudak, Counsel Public Affairs, and James Moore, NAFTA Council Member

President Trump has been in office for just a week and has already announced several economic and political measures. It’s his 25% tariff threat on Canadian imports - which could be imposed as soon as February 1^st - that has Canadians on the edge of their seat. With Trudeau having stepped down as Prime Minister, and a federal government prorogued until March 24^th, how is Canada preparing to address the impending tariffs? And how might Canada’s and America’s shifting political landscape influence fiscal policies, and your investment strategies? Joining the show today to unpack all this and more, are Tim Hudak, Partner at Counsel Public Affairs - one of Canada’s leading public affairs agencies, and former Federal Minister and NAFTA Council Member, James Moore.

Recorded on January 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.

VISION 2025: Quantifying tomorrow – Neil Constable

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 the second session of the day, featuring Neil Constable, Head of Quantitative Research and Investments. Neil speaks with moderator Glen Davidson about his career path, trends and quantitative research and how his large team operates, and introduces new Fidelity Canada products launching on January 28.

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.

VISION 2025: Global asset allocation outlook live from Toronto – David Wolf, David Tulk and Ilan Kolet

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.

U.S. Growth Opportunities in 2025 – Becky Baker and Kyle Weaver

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.

Jurrien Timmer's global macro view – January 20, 2025

President Donald Trump has been sworn in as the 47^th 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.

Alternative investing strategies in 2025 – Brendan Sims

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.

 

Portfolio construction ideas for 2025 – Paul Ma

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.

Markets, innovations and what to expect in 2025 – Andrew Clee

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.