Episodes

Friday Oct 11, 2024
Friday Oct 11, 2024
On September 24, Fidelity Investments Canada hosted FOCUS 2024 Montreal – a bi-lingual event connecting our portfolio managers directly with advisors. For French podcasts from the event, please keep an eye on our DialoguesFidelity podcast, those will be released soon. Today’s podcast brings you Adam Kramer and Scott Mensi’s session from the event, focusing on fixed income, and their fund Fidelity Tactical High Income Fund, managed alongside Ford O’Neil and Ramona Persaud. This event was a homecoming for Adam, portfolio manager, who is originally from Montreal and shares a bit about his journey that brought him to Fidelity in Boston. Among other topics he also shares how the fund is built and has had a strong process driven approach over time. Scott, institutional portfolio manager, shares the various asset classes that make up the fund, and how those have shifted over time. Please note, there were a few charts shown to the live audience during the event.
Recorded on September 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.

Thursday Oct 10, 2024
Jurrien Timmer's global macro view – October 7, 2024
Thursday Oct 10, 2024
Thursday Oct 10, 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.

Wednesday Oct 09, 2024
Denise Chisholm's sector and factor perspectives – October 3, 2024
Wednesday Oct 09, 2024
Wednesday Oct 09, 2024
Today, Denise Chisholm joins us on the program for a deep dive into the factors shaping today’s markets. She discusses the recent US Vice-Presidential political debate as well as the influence of taxes and commodities on the market. Denise talks about the vice-presidential debate and describes it as neutral and lacking new information. She emphasizes that political leadership, while a major talking point, often has minimal long-term impact on markets. She notes that historically, markets perform better with divided governments and tends to discount political changes before they happen, reducing volatility. Denise also touches on geopolitical risks and the potential for an oil price shock. She says that while Middle East tensions can drive oil prices up, a true risk to the economy would only emerge if prices hit $160 per barrel. At those points, the impact on corporations and consumers would be significant enough to pose recession risks. Shifting to gold, Denise points out that while gold prices are inversely related to interest rates, gold equities don’t always outperform when gold rises. Instead, she sees better opportunities in sectors like financials, real estate, and industrials, especially if those sectors are poised for recovery.
Recorded on October 3rd, 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 Oct 08, 2024
U.S. growth opportunities in the fourth quarter – Kyle Weaver and Rebecca Baker
Tuesday Oct 08, 2024
Tuesday Oct 08, 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 Oct 07, 2024
Remaining patient and turning volatility into opportunity – Dan Dupont
Monday Oct 07, 2024
Monday Oct 07, 2024
In today’s episode, Portfolio Manager Dan Dupont provides an overview of how navigating the current market landscape and offers insight into various global trends and sectors. Dan discusses investment opportunities in China, where large-cap stocks are severely undervalued. With minimal downside risk, these investments rebounded faster than expected, and Dan’s patience has paid off as he’s been able to capture quick gains once the market corrected. Dan also discusses challenges in the U.S. market. He touches on the difficulties of finding attractive investments in a space characterized by high valuations and inflated margins. This has driven him to focus on global opportunities and more defensive sectors, where strong balance sheets offer stability in uncertain times.
Recorded on October 1st , 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.

Friday Oct 04, 2024
Jurrien Timmer's global macro view – September 30, 2024
Friday Oct 04, 2024
Friday Oct 04, 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.

Thursday Oct 03, 2024
Introducing Fidelity Equity Premium Yield ETF – Eric Granat and Andrei Bruno
Thursday Oct 03, 2024
Thursday Oct 03, 2024
Today, Fidelity Investments Canada launched Fidelity Equity Premium Yield ETF. Portfolio manager Eric Granat, along with Fidelity Director of ETF’s Andrei Bruno join the program to discuss the fund’s genesis, objectives, and how it may fit into a client’s portfolio. Andrei says this new ETF product provides an option for investors who are seeking exposure to an equity and options-based investment strategy that can generate potentially higher levels of cash flow compared to equity-only strategies. Eric adds the new fund produces an attractive level of yield, while balancing upside opportunity. He says the balance of annual dividend is 6 to 8% to allow for equity appreciation, which could create alpha compared to other products. Eric says competitors typically trade or sell options against the equity once a month while Fidelity does it on a weekly basis. He says they use a laddered strategy - holding at least 4 options with different strike price and expiry dates.
Recorded on September 26, 2024.
At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

Wednesday Oct 02, 2024
Wednesday Oct 02, 2024
On September 24, Fidelity Investments Canada hosted FOCUS 2024 Montreal – a bi-lingual event connecting our portfolio managers directly with advisors. For French podcasts from the event, please keep an eye on our DialoguesFidelity podcast, those will be released soon. Today we’ll listen in on our Global Asset Allocation Team’s session from the event, where portfolio managers David Wolf, David Tulk, and institutional portfolio manager Ilan Kolet sit down with Charles Danis, VP Regional Sales Eastern Canada. The Global Asset Allocation team manages several funds on behalf of Canadian investors, and we’ll hear an update on their current positioning and market sentiment, including what is exciting them currently, what’s keeping them up at night, how markets have moved this year, and where markets could go next.
Recorded on September 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.

Tuesday Oct 01, 2024
Unpacking crypto and alternative investing trends – Reetu Kumra
Tuesday Oct 01, 2024
Tuesday Oct 01, 2024
Today, Portfolio Manager and Director of Research Reetu Kumra joins host Pamela Ritchie to give an update on the the Canadian Long/Short Alternative fund and what alternative investing trends she’s keeping an eye on. Reetu talks about the fund’s positioning and describes the four super sectors she keeps an eye on: interest rate sensitive sectors, resources, consumer, and industrials. She says the Canadian Long/Short Alternative fund aims to generate alpha within the super sectors while being largely neutral across them. Reetu says there is no crypto in the Canadian Long/Short Alternative Fund, crypto is seen as a diversifier. But she does add that research has shown that adding a 1 to 3% slice of Bitcoin to a traditional 60/40 portfolio can increase risk adjusted returns by 12 to 34%. She also talks about the recent rate cuts by the Bank of Canada and how that affects the fund and how the fund leverages Fidelity’s strong research platform and aims to capture Fidelity’s high-quality research by going long on buy-rated names and short on sell-rated names.
Recorded on September 25th, 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 Sep 30, 2024
Behind the numbers: Bobby Barnes' path from NASA to Fidelity
Monday Sep 30, 2024
Monday Sep 30, 2024
For today’s podcast, we’re bringing you another installment in our “Behind the Numbers” series, where Chris Pepper, VP, Corporate Affairs, sits down with Fidelity’s portfolio managers, analysts, subject-matter experts, and more, about what brought them into investing and what drives them every day. Bobby Barnes, Head of Quant Index Solutions at FMR, is today’s guest. Bobby is now a Fidelity veteran and comes with a very intriguing resume of prior experience. Stay tuned to learn more.
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 Sep 27, 2024
Finding dividends in changing markets – Ramona Persaud
Friday Sep 27, 2024
Friday Sep 27, 2024
In today’s episode, Portfolio Manager Ramona Persaud sits down with host Pamela Ritchie to discuss strategies for finding dividends in today’s evolving markets. Ramona kicks off the conversation by addressing the growing valuation dispersion across various sectors and geographies. She explains how smaller caps, international markets, and higher-risk financial sectors offer opportunities to capitalize on valuation differences, particularly in areas where market fears and volatility are high. The discussion then shifts to how Ramona navigates market volatility. She shares her approach of deploying cash when opportunities arise, using recent examples like the Japanese yen carry trade volatility. She leverages these spikes to buy quality companies at more attractive valuations to provide more stability in uncertain times. Ramona also touches on the dispersion in China, where market fear has created selective opportunities. While these valuations are rising, she also continues to find value in Chinese-exposed companies or those benefiting from Chinese demand. To close off, Ramona emphasizes the importance of keeping cash on hand to capitalize on the expected U.S. election-driven volatility. While she remains cautious to not hold excessive amounts, she does remains ready to invest when the time is right.
Recorded on September 24th , 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.

Thursday Sep 26, 2024
Crunching the numbers - U.S. financials – Lee Sotos
Thursday Sep 26, 2024
Thursday Sep 26, 2024
Today on the show, we welcome Senior Analyst Lee Sotos to the program. Lee is also assistant portfolio manager for the Global Financial Services Fund. He shares his thoughts on the latest rate cut by the Fed and what it may mean for the U.S. financial sector, consumer and credit. Lee says overall the financial sector responded to the cut positively, but at the same time the data is a little confusing he adds. Recent CPI numbers, increased terminal rate and near-term unemployment numbers suggest the market is still figuring things out. Lee says with all this data, we still can’t predict how this all plays out. Lee says the fund is not positioned to make major rate bets, but at the same token is not blind to the fact that rates could go down and keep going down. He emphasizes that the fund is positioned for lower rates, but also has exposure to higher for longer investments. He adds the team currently has little exposure to China and is focused on Singapore for wealth management and on India for banks.
Recorded on September 20, 2024.
At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

Wednesday Sep 25, 2024
Live from London – Bank of England decision – Tom Stevenson
Wednesday Sep 25, 2024
Wednesday Sep 25, 2024
Today, Investment Director Tom Stevenson joins our host Pamela Ritchie to dive deep into global market trends and what top issues are facing the global economy. Tom highlights rising inflation and interest rates, and how central banks in the US and UK are grappling with these challenges. He says it’s still an ongoing debate between classifying the current trend as a mild economic slowdown, or an indicator of deeper recession, emphasizing continuous uncertainty surrounding these potential outcomes. He points out Germany’s economic struggles, particularly in its manufacturing sector, where some automobile companies face declining demand from China, as well as a loss of access to cheap energy. This downturn reflects broader global pressures and impacts electric vehicle tariffs. Tom also discusses his optimism about the UK and European commercial real estate market, suggesting there are opportunities to be had in its current pricing.
Recorded on September 23rd , 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 Sep 24, 2024
Explore the legendary Fidelity Chart Room with Jurrien Timmer
Tuesday Sep 24, 2024
Tuesday Sep 24, 2024
On today’s podcast, host Glen Davidson sits down with Jurrien Timmer, Director of Global Macro, for an interview in a very captivating space – the Fidelity Chart Room. We’ll hear the history of how this esteemed room came to be decades ago, was used over the years, and how it is still used today.
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 Sep 23, 2024
Denise Chisholm's sector and factor perspectives – September 19, 2024
Monday Sep 23, 2024
Monday Sep 23, 2024
The Federal Reserve cuts interest rates by 50 basis points. Its first cut in more than four years. We check in with Director of Quantitative Market Strategy Denise Chisholm to get her thoughts on the recent announcement and what it could be signal for the broader economy. Denise said she expected the Fed to cut rates, but she’s not so sure that there's going to be an instantaneous reaction in the stock market. She says there very strong pockets of the market, small caps and parts of the consumer that are very rate sensitive that in some ways have felt the impact of the Fed's cycle much more than large cap corporate America. She says that’s where the most excitement will be felt. But she adds that it doesn’t mean it will translate directly into all stocks on the spectrum. Denise says real estate and financials are showing strong valuation support and wide valuation spreads and are something to consider as the current risk-reward is skewed to the upside. She also says defensive sectors such as consumer staples, healthcare, and utilities face margin and profitability issues.
Recorded on September 19, 2024.
At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

Friday Sep 20, 2024
Alternatives strategies for the fourth quarter – Dave Way
Friday Sep 20, 2024
Friday Sep 20, 2024
At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

Thursday Sep 19, 2024
Jurrien Timmer's global macro view – September 16, 2024
Thursday Sep 19, 2024
Thursday Sep 19, 2024
At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

Wednesday Sep 18, 2024
How are consumers responding to recent rate cuts? – Aneta Wynimko
Wednesday Sep 18, 2024
Wednesday Sep 18, 2024
Portfolio manager Aneta Wynimko manages Fidelity Global Consumer Industries Fund. She is based in London, but we caught up with her on a recent visit to Toronto. On today’s podcast, Aneta shares a 5-minute update on how consumers are responding to rate cuts. Now that rate pressures are starting to ease, where are consumers choosing to spend and save their money?
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 Sep 17, 2024
Factor investing for the market cycle – Bobby Barnes
Tuesday Sep 17, 2024
Tuesday Sep 17, 2024
Today we’re joined by Bobby Barnes, Fidelity’s Head of Quantitative Index Solutions. He’s shares his thoughts on the current market environment, why buying the dip could be a winning move in large caps, and what opportunities to stay in invested in economic downturns. Bobby explains why focusing on permanent layoffs might provide a more accurate recession signal, and cautions against reacting too quickly to rising unemployment rates. Bobby also looks at the importance of long-term thinking in the current socioeconomic climate. With rate cuts taking long to materialize within the economy, to the potential impacts of the U.S. election outcome, Bobby remains focused on long-term trends, despite tactical opportunities that may come with current events.
Recorded on September 13th, 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 Sep 16, 2024
Maneuvering market movements in 2024 – Will Danoff
Monday Sep 16, 2024
Monday Sep 16, 2024
Today, we sit down for a brief update with renowned Fidelity portfolio manager Will Danoff. In speaking with Glen Davidson, Will shares his strategies for navigating market changes as we transition from summer to autumn 2024. He also comments on the power of Fidelity, and why he's excited about the investing potential of artificial intelligence. For Canadian investors, Will manages Fidelity Insights Class and Fidelity Global Growth and Value Class.
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.