FidelityConnects

Fidelity Canada

Connecting you to the world of investments to help you stay ahead. Expand your investing horizons with access to experts when you need them. Listen to FidelityConnects podcasts on the go, anytime, anywhere! Also, visit www.fidelity.ca to register for live interactive webcasts. read less

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FOCUS2023: Fixed income now – Jeff Moore and Stacie Ware

FOCUS2023: Fixed income now – Jeff Moore and Stacie Ware

On May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. On today’s podcast, we’re putting the spotlight on our fixed income team made up of portfolio manager Jeff Moore and quantitative analyst Stacie Ware who sat down with host Katherine Black. Jeff and Stacie speak about the state of the fixed income market, the inflation and Fed storyline, and what it all means for fixed-income investors going forward. Jeff says they believe inflation has peaked and they expect a stationary state for inflation to get around sub-four by Christmas. If this is the case, this is a particularly good setup for bonds and the bond market. Stacie who is new to the team, explains her role. She is actively involved in the day to day management of the portfolios and she also runs scenario analysis. She spends time with macro analysts and sector specialists to talk about how the market may play out and new opportunities in different sectors. And based on all that information, she produces potential outcomes for fixed income portfolio construction. Both Jeff and Stacie suggest how clients should approach investing in today's market landscape, diversification in fixed income and how treasuries are attractive at this point in time. Recorded on May 11, 2023. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

FOCUS2023: Fixed income now – Jeff Moore and Stacie Ware

FOCUS2023: Fixed income now – Jeff Moore and Stacie Ware

On May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. On today’s podcast, we’re putting the spotlight on our fixed income team made up of portfolio manager Jeff Moore and quantitative analyst Stacie Ware who sat down with host Katherine Black. Jeff and Stacie speak about the state of the fixed income market, the inflation and Fed storyline, and what it all means for fixed-income investors going forward. Jeff says they believe inflation has peaked and they expect a stationary state for inflation to get around sub-four by Christmas. If this is the case, this is a particularly good setup for bonds and the bond market. Stacie who is new to the team, explains her role. She is actively involved in the day to day management of the portfolios and she also runs scenario analysis. She spends time with macro analysts and sector specialists to talk about how the market may play out and new opportunities in different sectors. And based on all that information, she produces potential outcomes for fixed income portfolio construction. Both Jeff and Stacie suggest how clients should approach investing in today's market landscape, diversification in fixed income and how treasuries are attractive at this point in time. Recorded on May 11, 2023. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Understanding the basics of ETF investing – Étienne Joncas-Bouchard

Understanding the basics of ETF investing – Étienne Joncas-Bouchard

An ETF or Exchange Traded Fund, is like a basket made up of stocks, bonds, or any other kind of asset you can invest in. ETF’s cover a wide range of options giving investors exposure to many investments. So what are the different types of ETF’s on the market? And what does Fidelity bring to the table that’s unique from our competitors? Étienne Joncas-Bouchard, ETF Strategist, joins host Bryan Borzykowski today to breakdown the latest ETF trends, including potential industry changes. This includes reflecting on the growth of the ETF industry over time, where flows have been going lately, and what Etienne sees ahead. Today’s podcast starts at the basics, but for more insights from Etienne, you can look up his podcast series “The Fidelity ETF Exchange”, released under this FidelityConnects banner. Recorded on May 16, 2023. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

FOCUS2023: Dividend investing and downside protection – Ramona Persaud

FOCUS2023: Dividend investing and downside protection – Ramona Persaud

On May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. Dividend-focused portfolio manager Ramona Persaud hit the stage early in the day, joining host Kathryn Black to discuss her approach to value investing. For three consecutive years Ramona has been recognized as one of Morningstar’s top 10 rated female portfolio managers. Morningstar considers risk-adjusted returns when looking at investment products and managers, and today Ramona shares how she looks at risk playing into her process, while focusing on providing a smoother ride for the investor. Ramona and Kathryn also discuss North American dividend payers versus European or Asian companies, as well as the market volatility we’ve seen so far this year, which has been centred around inflation and central bank uncertainty in the financial sector. Ramona also touches on her market outlook and how her funds are currently positioned. She also shares insights on the global strength of Fidelity’s research teams. Recorded on May 11, 2023. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

The spring 2023 consumer story – Brendan Cochrane and Andrew Hall

The spring 2023 consumer story – Brendan Cochrane and Andrew Hall

Today we check in with Equity Research Analysts Brendan Cochrane and Andrew Hall, as they discuss the spring consumer story, their thoughts on inflation, and what investors can expect heading into the summer. Brendan and Andrew share highlights from the recent Consumer Price Index announcement. They say food prices have been affected by the above annualized rate of inflation, something consumers can expect to notice on their grocery bills. Though prices have increased steadily across all categories for the past 18 months or so, commodify categories such as dairy and meat have been hit hard by labour shortages and rising production costs. Brendan and Andrew also provide an overview of the ongoing growth of telecom, citing the close of the Rogers-Shaw merger after a two year governmental review as a sign that the industry is embarking on a new era of competition. Turning to the auto sector, Brendan and Andrew explain that as new car production continues to increase, the prices of used cars will drop, positively affecting inflation. The big story of 2023, they say, is the normalization of the supply chain, allowing production to return back to pre-COVID levels. Recorded on May 16, 2023. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

FOCUS2023: A little look at the big opportunities in small cap investing – Connor Gordon and Chris Maludzinski

FOCUS2023: A little look at the big opportunities in small cap investing – Connor Gordon and Chris Maludzinski

On May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. One of those studio sessions featured the portfolio managers of Fidelity Global Small Cap Opportunities Fund, Connor Gordon and Chris Maludzinski. Connor and Chris joined host Glen Davidson for a short discussion, highlighting the big opportunities in small cap investing. The pair unpack how the fund came to be, the investment strategy behind their fund, and answer why small caps and why now. Recorded on May 11, 2023. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

FOCUS2023: 10-minute ETF industry recap – Vivian Hsu, Andrei Bruno and Agnes Doherty

FOCUS2023: 10-minute ETF industry recap – Vivian Hsu, Andrei Bruno and Agnes Doherty

On May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. On today’s podcast we’re bringing you our ETF expert panel’s session from the event, with host Agnes Doherty speaking with Vivian Hsu, VP Private Wealth, and Andrei Bruno, Director ETFs, about how the ETF industry has evolved in recent years, where flows have been going, and the increase of active ETFs. Andrei also provides an update on the Fidelity All-In-One ETF strategies. Recorded on May 11, 2023. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

FOCUS2023: Taking advantage of positive change – Mark Schmehl

FOCUS2023: Taking advantage of positive change – Mark Schmehl

On May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. On today’s podcast we’re bringing you portfolio manager Mark Schmehl’s FOCUS2023 discussion with host Pat Bolland. Mark is focused on the long-term. He believes that inflation has peaked and he’s focusing firmly on owning companies for their expected earnings in 2025 and 2026. Mark shares that macro is very difficult to judge, and he is ignoring the recession concerns and is buying companies he believes have good fundamental strategies. Mark also shares his thoughts on both growthier and defensive companies right now, and which ones fit into his various portfolios, and why. This includes unpacking his geographical investments in the U.S., Canada, and globally. Mark and Pat also field a few questions from the live audience, and speaking of that live audience, you will hear a few references to slides that were shown to the room. Recorded on May 11, 2023. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

FOCUS2023: First Home Savings Account tips and advice for advisors – Peter Bowen and Michelle Munro

FOCUS2023: First Home Savings Account tips and advice for advisors – Peter Bowen and Michelle Munro

On May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both on-stage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. On today’s podcast, our retirement and tax experts Peter Bowen and Michelle Munro discuss the new FHSA or First-Home Savings account - the main highlights of the new investment vehicle and how the FHSA could fit in your overall investment strategy. Buying a home can be a challenge for many first-time home buyers especially in today’s environment, but this new registered account allows you to save up to 40-thousand dollars tax-free towards the purchase of your first home. Peter explains how the FHSA is a powerful investment tool that combines the benefits of an RRSP and TFSA. He says there is no tax on the withdrawal from a FHSA if it’s going towards the first purchase of a home and there are other options like transferring FHSA funds into an RRSP or RRIF. And Michelle addresses common questions about the FHSA such as contribution room and criteria and eligibility of the investment account. Recorded on May 11, 2023. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

FOCUS2023: A tactical approach to income investing – Adam Kramer and Scott Mensi

FOCUS2023: A tactical approach to income investing – Adam Kramer and Scott Mensi

On May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. Early in the event, Adam Kramer and Scott Mensi took to the stage, to discuss their tactical approach to income investing. Adam is portfolio manager of Fidelity Tactical High Income Fund and Fidelity Strategic Income Fund, and he shares that Tactical High Income offers an attractive combination of income and total return, with having a flexible mandate to invest across the full spectrum of income-oriented asset classes, including bonds (e.g. treasury bonds, investment grade bonds, high yield bonds, etc.) and dividend-paying equities. Scott, institutional portfolio manager, unpacks just how tactical this fund has been in the past. Among other topics, Adam and Scott, with host Pat Bolland, share how the fund is currently positioned, as well as opportunities they are seeing across the spectrum of bonds. They also field a few questions from the live audience. Recorded on May 11, 2023. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

FOCUS2023: Paying dividends with active management – Don Newman

FOCUS2023: Paying dividends with active management – Don Newman

On May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. On today’s podcast, we’re bringing you portfolio manager Don Newman’s session from the event, sitting down with host Pat Bolland. Don manages two dividend-focused Funds, the Dividend Fund and Dividend Plus Fund. He discusses how Dividend equities have worked well during a volatile market environment and generally, how dividends fit overall in an investor’s portfolio. In the past, Don has focused on inflation protection and companies with pricing power. This year's his focus is on earnings rather than the total enterprise due to market conditions. He says earnings have held up well so far and that can be attributed to companies raising prices, seeing stable demand, and improving labor availability. He also adds his current strategy is to focus on maintaining a portion of the portfolio with predictable earnings and buy stocks at a reasonable price. Recorded on May 11, 2023. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Jurrien Timmer’s global macro view – May 15, 2023

Jurrien Timmer’s global macro view – May 15, 2023

Today on the program, Fidelity Director of Global Macro Jurrien Timmer discusses what’s moving the markets and provides his insights on what investors should keep top of mind. The Fed, inflation and when rates could be cut are the main discussion points this week. Jurrien believes the Fed has reached its limit to how far they could tighten their policy. He adds the Fed has probably raised rates for the last time at least for a while and could do with a pause, but even if they’re done raising rates, it doesn’t necessarily mean they will start cutting rates right away. Now it’s just a matter of waiting to see what the repercussions are from a year of aggressive tightening policy. Jurrien also touches upon earnings. He says no question that the first quarter of earnings season was a good one, as we wait for a recession that refuses to arrive. Jurrien says earning downgrades are less severe, and there’s been an overall uptrend for US earnings. He also comments on where we are in the bull market saying that the secular bull-market is still alive well and most likely in its twilight or final phase. Recorded on May 15, 2023. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

FOCUS2023: Global asset allocation outlook – David Wolf, David Tulk and Ilan Kolet

FOCUS2023: Global asset allocation outlook – David Wolf, David Tulk and Ilan Kolet

On May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. Fidelity’s Global Asset Allocation team manages multi-asset class funds for Canadian investors, approximately $80 billion in assets, and today we’ll hear from portfolio managers David Wolf, David Tulk, and institutional portfolio manager Ilan Kolet, in their FOCUS2023 session, joining host Kathryn Black. Among several other topics in today’s 30-minute discussion, we’ll hear the team’s perspectives on inflation and rates, and how their experiences working at the Bank of Canada gives them an edge as an asset allocator. The panel expands on how protecting investors capital is important, and they’ll explain how their market outlook has affected positioning across their various funds. They also take questions from the live audience. Recorded on May 11, 2023. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

FOCUS2023: Turning volatility into opportunity – Dan Dupont

FOCUS2023: Turning volatility into opportunity – Dan Dupont

On May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. On today’s podcast, we’re bringing you portfolio manager Dan Dupont’s session from the event, sitting down with host Pat Bolland. Dan is known for his time managing Fidelity Canadian Large Cap Fund, and today he shares why a focus on downside protection continues to be important. He’ll unpack how he’s achieved capturing close to one third of the overall market downside with this fund. Additionally, Dan shares his thoughts on the current market environment, and how he is positioning his funds accordingly. This includes shorting opportunities in Fidelity Global Value Long/Short Fund. Dan and Pat also field questions from the live audience, and please note you will hear references to a few slides that were displayed to the room. Recorded on May 11, 2023. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

FOCUS2023: Discover the benefits of Fidelity’s Private Investment Program – Cam Chamberlain and Rory Poole

FOCUS2023: Discover the benefits of Fidelity’s Private Investment Program – Cam Chamberlain and Rory Poole

On May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. We’ll be releasing more of the event sessions as podcasts in the coming days. To start, today we’re featuring a discussion on the benefits and structure of the Fidelity Private Investment Program - where your wealth meets the investment expertise it deserves. Cameron Chamberlain and Rory Poole break down how the program is an institutional-style approach to money management, where you can gain access to investment pools that utilize Fidelity’s proprietary research methods and investment strategies with a focus on risk management. The program is designed around carefully selected and constructed pools aiming to achieve specific goals or objectives. In addition, the tiered pricing structure is based on investment levels, and the premium level of service is supported by enhanced account reporting, plus access to a dedicated client services team. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Denise Chisholm’s sector and factor perspectives – May 10, 2023

Denise Chisholm’s sector and factor perspectives – May 10, 2023

Denise Chisholm, Director of Quantitative Market Strategy joins us again to share her unique insights and perspectives on the sectors to watch in U.S. and global markets right now. Denise is a student of history who uses historical probability analysis when looking at the markets. With host Pamela Ritchie today she’ll unpack the trends and underlying indicators that can be used to evaluate the strength of the markets. Recorded on May 10, 2023. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Trends and opportunities in the global health care sector – Alex Gold

Trends and opportunities in the global health care sector – Alex Gold

Over the past year, there’s been a huge demand for diabetes drugs that also promote weight loss. And now, a promising clinical trial of an experimental Alzheimer’s drug could be the next frontier. Today we ask how much of an impact could these developments have on the overall healthcare sector? And what are some of the regional stories at play? Portfolio manager Alex Gold joins us today from London. Alex manages Fidelity Global Health Care Fund for Canadian investors, and today will look at the latest trends and opportunities in the global healthcare sector, including unpacking some of the key themes on his radar for the second half of 2023. Alex also answers how politics and lobbying may influence health care, and how much of a role tech plays into global health care trends, among other topics today, with host Pamela Ritchie. Recorded on May 9, 2023. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Jurrien Timmer’s global macro view – May 8, 2023

Jurrien Timmer’s global macro view – May 8, 2023

Earnings continue to be in focus this week, as will a key congressional hearing on the debt ceiling crisis, and the ‘Federal Response to Recent Bank Failures’ meeting on Capitol Hill. Markets are also still digesting last week’s Fed rate hike. Joining us today is Jurrien Timmer, Director of Global Macro, who feels the market's expectation that the Fed will soon begin an easing campaign is “wishful thinking”. With host Pamela Ritchie today, Jurrien addresses what is his biggest area of focus and concern from a technical perspective. He’ll also unpack this week’s key market movers, and explains what they could mean for you. Per usual, Jurrien will be sharing his charts, so please head to @TimmerFidelity on Twitter to follow along. Recorded on May 8, 2023. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Bits and bytes: Digital assets in Q2 2023 – Meghan Chen and Colin Randall

Bits and bytes: Digital assets in Q2 2023 – Meghan Chen and Colin Randall

Joining us today is Meghan Chen, Digital Assets Strategist, who walks us through what’s currently happening in the digital assets markets and what is driving crypto assets higher despite the negative headlines. Meghan speaks to Colin Randall, Director of Research and says January saw a strong start for crypto with Bitcoin and Ether prices going up. She explains crypto prices have rebounded this year for two reasons. She notes risk assets performed well in January, as well as stocks and the NASDAQ creating a general tailwind for crypto. Also the collapse of regional banks in the US also created a spike in Bitcoin. When vulnerabilities arise in the traditional finance system, they tend to be a tailwind for crypto prices. Especially for Bitcoin as it is the largest and most established cryptocurrency. Recorded on May 5, 2023. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

The importance of flexibility in fixed income allocation – Jeff Moore

The importance of flexibility in fixed income allocation – Jeff Moore

The Federal Reserve has raised the benchmark interest rate by 25 basis points to 5.25% This move comes amid America’s ongoing debt ceiling crisis and further regional bank woes. Today we’re joined by fixed income portfolio manager Jeff Moore who shares that despite these challenges, the bond market itself is not seeing a deep downturn or recession in the near term. With host Bryan Borzkykowski, Jeff also unpacks the key indicators he is keeping an eye on for guidance on where markets are heading. Also today, Jeff stresses the importance of flexibility in fixed income allocations and explains which asset classes within fixed income are a good complement to an equity portfolio. Based out of Fidelity’s Merrimack, New Hampshire, fixed income headquarters, Jeff manages several fixed income funds for Canadian investors including Fidelity Multi-Sector Bond Fund, and the fixed income subportfolio of NorthStar Balanced Fund. Recorded on May 4, 2023. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Exploring the world of fixed income – Beau Coash

Exploring the world of fixed income – Beau Coash

Today, we welcome Beau Coash. Beau is an institutional portfolio manager for fixed-income strategies at Fidelity Investments. Before joining the fixed income team, Beau was global head of syndicate and primary trading for Fidelity Investments Equity Trading division. Beau speaks to host Pamela Ritchie about the current market landscape, its impact on a fixed income and where he’s seeing opportunities right now. Beau explains to Pamela that the team is very excited about bonds this year after a tough go last year. He says we finally have yield back in fixed income and US treasury bonds triple-A rated are looking very attractive. He adds you only get a few chances to buy treasuries really cheap, so this might be a good time to invest. For now, the team is taking a conservative position. They are half-weighted in the high-grade corporate bucket. Beau says anywhere you go with a long duration, there’s lots of wiggle room. Recorded on May 4, 2023. 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 second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.