FidelityConnects

FOCUS 2024: A tactical approach to income investing – Adam Kramer and Scott Mensi

On May 30, Fidelity Investments Canada hosted FOCUS 2024 Vancouver, a daylong event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. One of the day’s sessions was a look at Fidelity Tactical High Income Fund, with portfolio manager Adam Kramer, and institutional portfolio manager Scott Mensi. Adam and Scott reflect on how the fund offers the potential for income and capital growth through investments across a broad spectrum of income-producing securities. This is accomplished by having the flexibility to invest where the best opportunities exist, being unconstrained by asset allocation profiles or benchmark weightings. These opportunities originate from a wide range of income-oriented asset classes, across the yield-beta spectrum. Stay tuned to learn more.

Recorded on May 30, 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

Previewing the BoC's upcoming rate decision – Sri Tella and Lee Ormiston

Portfolio Managers Sri Tella and Lee Ormiston join the show today for a look at the factors influencing the bond market landscape. Sri and Lee note that Canada's recent inflation rate slowdown, coupled with global economic trends, is influencing discussions about potential rate cuts by the Bank of Canada, and explore the broader implications for bond market dynamics. The conversation covers various factors affecting bond markets, including the housing market's response to rate changes, provincial bonds' attractiveness for investment, and Sri and Lee provide insights into different sectors like financials, telecom, and real estate. They also touch on their perspectives on the yield curve, inflation expectations, and the possible pace of rate cuts by the bank of Canada, as well as the implications for the Canadian dollar and the broader economy, emphasizing the importance of considering market signals and economic data before making decisions. 

 

Recorded on May 29th, 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

FOCUS 2024: Unlock the potential of alternatives – Reetu Kumra

On May 30, Fidelity Investments Canada hosted FOCUS 2024 Vancouver, a daylong event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. For today’s podcast, we’ll listen in on Reetu Kumra’s FOCUS session. Reetu is Director of Research and Portfolio Manager of Fidelity Canadian Long/Short Alternative Fund. We’ll hear from Reetu about the Fidelity alternatives lineup, and the strategy and research behind these funds. Specifically for Canadian Long/Short Alternative, the fund builds on Fidelity’s historical track record of fundamental research in Canadian equities. Also, holding both long and short positions offers a different way to invest in Canadian equities, and have the potential to benefit from both rising and falling prices of securities.

Recorded on May 30, 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

Jurrien Timmer's global macro view – June 3, 2024

U.S. Equity markets opened mixed this week to kick off a new month of trading. This week, investors can expect several economic data reports, including a key jobs report on Friday. Today's guest says we are in a "7 by 7 cycle", and that bonds are the new centre of gravity. Here to explain these thoughts and much more is Fidelity's Director of Global Macro, Jurrien Timmer. He introduces us to the concept of a "7 by 7 cycle", suggesting that we're in the seventh inning of both the business cycle and the secular bull market. He explains that while the market has made new highs, it's still relatively early in the cycle, with historical patterns indicating potential for further gains. He highlights the shift from valuation-driven gains to earnings-driven gains, showcasing improving earnings and margins as positive indicators. He also notes the potential high risk posed by rising bond yields, which could lead to occasional tantrums in the stock market. The interview also touches on the concentration of gains in mega-cap stocks, the Fed's monetary policy stance, and the implications of fiscal dominance on bond markets. As per usual Jurrien will be sharing some charts, so please head to @TimmerFidelity on X to follow along.

 

Recorded on June 3, 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

Trend spotting: Earning season takeaways – Joe Overdevest

Joining us on the show today to cover a wide range of topics including commodities, natural resources and main takeaways from the earnings season is Portfolio manager of Global Natural Resources Joe Overdevest. Joe gives an overview of what’s happening in the economy. He notes the US economy is doing better than Canada. There is a focus on technology where corporations are seeing where they can spend on new technologies including AI. Resources in general are doing well, but it’s mostly dividend and buybacks that interest shareholders in this industry. Joe also touches on oil, energy, and metals like copper. He comments on the short versus long-term investing strategies. He says the thought is copper and oil will perform in a short-term. The main driver is GDP. US GDP is a driver for energy. China’s GDP is the main driver for base metals. The long-term perspective is that governments want to go carbon neutral while energy companies might not feel comfortable transitioning to that. In Canada, we are waiting to be carbon neutral even if Canada is a leader in the energy sector. 

Recorded on May 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

Introducing Fidelity Global Micro-Cap Fund – Salim Hart

In today’s episode, we are joined by Portfolio Manager Salim Hart who will manage the newly released Fidelity Global Micro-Cap Fund. The new fund is well-suited for investors looking for a wide range of return outcomes and opportunities in an often overlooked segment of the market. The fund combines bottom-up fundamental and quantitative research to aim to achieve long-term capital appreciation. Hart discusses several resources at Fidelity that will be used to provide deep insights and vital research for the fund, noting how AI and other large language models are used by analysts in this space.  He also answers questions about the fund’s geographic allocations and capacity constraints included in this fund.

Recorded on May 22^nd, 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

Discover Fidelity's latest ETF Series – Andrei Bruno

Today on the show, we are joined by Director of ETFs, Andrei Bruno, as he dives into exciting new developments in our ETF and alternative investments lineup. He discusses the expansion of our 4 new ETF series: the Emerging Markets Fund, the Global Equity+ Balanced Fund, the Global Equity+ Fund, and the Tactical High Income Fund. These new products will bring options to investors looking for more choice and access. Following the latest trends in mutual funds and ETFs, Andrei discusses tradeoffs advisors may face - looking at fee structures, fund volatility, and diversification potential. He also identifies the target market for each of the funds in the series, and how they are integrated in the mandated investment strategies. Andrei also talks about the All-In-One’s exposure regions and its users, and how it works in relation to the new ETF series and the opportunities it brings.

Recorded on May 23, 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

Timmer Time: Q2 2024 market contemplations – Jurrien Timmer

Jurrien Timmer, director of global macro, is back today with another installment of Timmer Time, his quarterly quick hit on the markets, recorded live on location at our April FOCUS 2024 event. Among other topics, we first asked Jurrien if investors should expect the markets to cool or is there still room to run?

Recorded on April 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

Second-quarter global asset allocation perspectives – David Wolf

Today on the show, we speak to portfolio manager David Wolf as he highlights the current market landscape and where investors could find diversification such as liquid alternatives. David notes recent core inflation numbers aren’t a surprise to the Bank of Canada. David, who is a former advisor to the governor of the BoC says expect cuts in the next 18 months regardless of the Federal Reserve’s movements and decisions. This is based on recent monetary policy report released by the BoC. David says what matters to the Global Asset Allocation team and how they manage funds is what the path of policy looks like versus what the market is discounting the path of policy at. He says this is important because this is what will affect the price of Canadian financial assets relative to the prices of other countries financial assets. David also touches on the pros and cons of illiquid alternatives, equities and bonds, plus looking at the 60-40 in perhaps a new way.

 

This podcast was recorded on May 21, 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

Fidelity Insights Class Q2 2024 update with Michael Hickey

Today on the show, long-time institutional portfolio manager Mike Hickey discusses the current market environment, possible Fed rate cuts, and what investment opportunities he’s keeping an eye on at the moment. Mike emphasizes the influence and importance of AI or artificial intelligence. He believes major tech companies will invest in AI infrastructure that will hit the $200 billion mark next year. Mike says our current economic conditions are looking favorable - inflation is decreasing, job numbers are steady, signaling a strong market similar to that of the late nineties. He says the outlook is bullish with substantial growth in sectors supporting AI. Mike says the team continues to stay disciplined focusing on companies with robust earnings, revenue, and market advantages particularly in tech. They are focusing on energy and industrial sectors as well.

 

Recorded on May 15, 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

Investing in liquid alternatives – Rory Poole

As liquid alternatives rise as a popular investing strategy, we check in with Fidelity’s Director of Alternatives, Rory Poole. Rory discusses the latest market trends affecting liquid alternatives and how they may fit in a client’s portfolio. Rory defines an alternative as any investment where the value is not solely driven by the stock or bond market going up. He says alternatives can involve many different types of strategies and assets and many investors don’t even realize that they own alternatives investments in their portfolio. Rory points out that liquid alternatives have evolved a lot in the eyes of the investor over the last 5 to 10 years. Rory talks about the five main alternatives classes including private equity, private debt and credit. He also deep dives into the various alternative funds Fidelity offers including the Canadian Long/Short alternative fund that was launched earlier this year.

 

Recorded on May 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

Analyst perspectives: Banks and the consumer – Brendan Cochrane and Thomas Goldthorpe

Canada and the U.S. share many commonalities. Cultural influences, social values, and democratic political systems, to name a few. But the gap between the two countries has widened when it comes to the health of the consumer. Thomas Goldthorpe, portfolio manager, and Brendan Cochrane, equity research analyst, are today’s guests, joining host Pamela Ritchie. They’ll unpack the health of the consumer in both countries, including why U.S. is showing signs of recovery while Canada’s trade down continues to grow. Also, what implications does this have for Canadian investors? And where could they look for winning investment opportunities in this environment? We’ll hear how Thomas and Brendan believe that while the current situation is not ideal for Canadian consumers, few companies are completely exposed to them. And that in any sector, there are lots of companies that have different exposures and benefit from different types of economies, which presents an opportunity to create differentiated returns within a portfolio. They say there are lots of opportunities in the Canadian consumer space, and they just have to focus on the long-run potential instead of current positions.

Recorded on May 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

Unpacking the 2024 Fidelity Retirement Report – Peter Bowen and Michelle Munro

Today on the show, we highlight the 2024 Fidelity Retirement Report and its findings on how Canadians are viewing and preparing for retirement. Host Glen Davidson sits down with Peter Bowen, VP of Tax and Retirement Research and Michelle Munro Director of Tax and Retirement Research, as they break down the perspectives, challenges, and trends of pre-retirees and retirees. Peter notes the survey noted many pre-retirees are delaying retirement - delaying beyond 65 or in some cases not even considering retiring at all. In addition, Michelle points out women view retirement more negatively than men. Peter breaks down the impact of the recent capital gains inclusion rate changes saying it will affect those with second properties like vacation homes, but also those with incorporated businesses. Peter says be sure to connect with your financial planner to figure out the best course of action before the changes come into effect in June of this year. They also stress the importance of having a written financial plan that addresses each of your financial goals -  88 percent of Canadians surveyed say they feel financially prepared for retirement with a written plan compared to 56 percent without one who do not feel prepared. 

 

Recorded on May 24, 2024

 

Today’s podcast is brought to you by the 2024 Fidelity Retirement Report. Head to go.fidelity.ca/retirement to receive the report and insights on how you can better prepare for your retirement, whatever that may look like.

 

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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

Caring for aging parents – Laura Tamblyn-Watts

Today we welcome special guest Laura Tamblyn-Watts, CEO of CanAge and Author of “Let’s Talk about Aging Parents: A Real-Life Guide to Solving Problems with 27 Essential Conversations” . Laura tackles the topic of an aging population, how it could impact the financial advisor community and discusses other aging and generational trends and issues. Twenty years from now, about 1 in 4 Canadians will be 65 years or older. Canadians are living longer, and the sandwich generation is very prevalent these days where people are taking care of their parents, grandparents while also caring for their own kids. Laura notes the importance of having those crucial conversations with your aging loved ones about their finances, living situations and any medical issues. Financial advisors can help their aging clientele by preparing the family with any “what if” scenarios, possibly financial scams, establishing executors and helping prevent family arguments before they begin.

 

Recorded on May 14, 2024.

 

Today’s podcast is brought to you by the 2024 Fidelity Retirement Report. Head to go.fidelity.ca/retirement to receive the report and insights on how you can better prepare for your retirement, whatever that may look like.

 

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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

Denise Chisholm's sector and factor perspectives – May 9, 2024

As US equity markets slide, we check in with Denise Chisholm, Director of Quantitative Market Strategy, to get her thoughts on international equities and other opportunities. With Europe most likely looking to cut rates earlier than the US, does this make a strong case for international equities? Denise says not necessarily. Even though European and international assets are cheaper than North America, Denise stresses the importance of growth. International equities have always been cheaper, but lack growth. She adds investing outside of the US has worse growth compared to the US in every cycle historically. Denise talks about the mining and metals sector and says it’s negatively skewed right now. She’s underweight mining and metals as well as healthcare. She says healthcare companies are no longer considered growth, but rather ex-growth and looking like a value trap. She adds defensive sectors are all looking like value traps at the moment.

Recorded on May 9, 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

Understanding Morningstar's research process – Danielle LeClair

Today on the show, we are joined by special guest Danielle LeClair. Danielle is the Director of Manager Research at Morningstar Canada. Morningstar has been providing ratings to help investors find top-performing ETFs and Mutual Funds since 1985. Danielle deep dives into Morningstar’s methods and processes when it comes to determining star and medalist ratings. She also explains the importance of having a Canadian research team on the ground. Danielle explains how Canada is a different market with different nuances. She says the team can adapt global methodologies to suit Canadian market’s nuances, such as regulatory differences and currency considerations. Danielle also explains how Morningstar determines qualitative ratings. She says it’s based on three pillars – people, process and parent.  Price is also factored into the rating and is evaluated relative to similar funds, as well as passive index funds because they are a competitor to active management. With medalist ratings, Danielle says the team analyze both quantitative and qualitative aspects of a fund and compares relative to peers.

Recorded on May 7, 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

FOCUS 2024: Uncovering hidden gems with intrinsic value investing – Salim Hart

On April 18 and 19 Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. Today we’ll hear portfolio manager Salim Hart’s FOCUS session, sitting down for a discussion on-stage with host Glen Davidson. Salim is known to Canadian investors as co-portfolio manager on Fidelity Global Intrinsic Value, working alongside Sam Chamovitz and Morgen Peck. And today, in addition to speaking with Glen about the team’s approach to Global Intrinsic Value, he’ll also share the strategy behind a new fund – Fidelity Global Micro-Cap Fund, launched on May 22. Because of how often micro-cap companies may be overlooked, the the micro-cap universe represents one of the least efficient asset classes available to investors. At Fidelity there is no rock too small, and today’s micro-caps could become the large caps of the future, so there’s significant upside potential to getting in on the ground floor.

Recorded on April 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

Jurrien Timmer's global macro view – May 13, 2024

Between PPI, CPI, and retail sales, a slew of US economic data was released last week, and equities have continued to push higher as investors awaited the reports. But will the equity gains continue? Joining the show today to provide some answers, share how the latest bond market action is affecting his outlook, and much more, is Fidelity Director of Global Macro Jurrien Timmer. Jurrien discusses the significance of this new inflation data, particularly the Consumer Price Index, and its impact on market sentiment and Federal Reserve policy. He discusses the Fed's bias towards easing monetary policy, and also addresses the relationship between rising earnings and market valuations, highlighting the recovery in earnings estimates and its impact on market dynamics. He explains the relationship between price-earnings ratios and earnings growth during different phases of the market cycle. Jurrien also brings up some historical comparisons, drawing parallels between the current market cycle and the soft landings of 1994 and 1966-68, explores the recent performances of commodity markets and international markets, and analyzes the yield curve inversion and its significance. 

 

As per usual Jurrien will be sharing some charts, so please head to @TimmerFidelity on X to follow along.

 

Recorded on May 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

A tactical approach to fixed income investing – Scott Mensi

This month marks the 10-year anniversary of Fidelity Tactical High Income Fund, which is regarded as a one-stop solution for your investment needs, its multi-asset construction is instrumental in navigating today’s market landscape. So, what is the strategy behind the fund? And how is the fund performing 10 years in? Institutional Portfolio Manager Scott Mensi works alongside portfolio manager Adam Kramer, and is today’s guest. Scott joins host Glen Davidson, and will dive into what’s driving performance, where the team is finding new investment opportunities in today’s markets, how new asset classes may be influencing the team’s investing strategy?

Recorded on May 8, 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

FidelityConnects x Invested In Wellness: 10-minute standing flow for balance and posture

For today’s episode we welcome back Jessie Sarafian, host of our Invested in Wellness podcast and live webcast series. We’re taking a break from our usual content today and encourage you to stand up and stretch with this 10-minute exercise. Join Jessie as she guides you through a series of movements standing up. We will focus on balance and posture ensuring we stand proud and tall as we go about our daily life. Perfect for all levels. For more from Jessie, make sure to subscribe to her podcast “Invested in Wellness” or tune in to her live webcast on Wednesday’s at 12:30 pm eastern. Fidelity.ca/TheUpside for more information.