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PODCAST

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.

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All Episodes

30:09

Finding contrarian value with Hugo Lavallée

FidelityConnects ·

2025/05/05

In today’s market environment, contrarian investing isn’t for the faint of heart. As the TSX continues to find its footing against the global market backdrop, investors are being challenged to look past the noise and stay focused on what truly creates value. This is where active management earns its keep and where conviction counts most. What if this environment isn’t chaos but calibration? Where is today's guest finding optimism amongst it all? Joining the show today for a look at how he’s

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28:12

Second-quarter capital markets playbook – Andrei Bruno

FidelityConnects ·

2025/05/03

Election Day was earlier this week. After months of leadership uncertainty, Canadians now have a leader with a clear mandate. What might this mean for investors and future interest rate decisions? And as we close out the second quarter, what can recent flows tell us about investor sentiment? Joining the show today to discuss the second quarter in review, and for a look at what’s unfolding and how it may impact your portfolio, is Fidelity Director of ETFs, Andrei Bruno.Recorded on April 28, 2025. At

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44:28

Canada votes: Impact on policy and markets – David...

FidelityConnects ·

2025/05/02

Canada has voted. The Liberals have secured a minority government. Led by Mark Carney, the party is leading with 168 seats, falling just shy of 172 needed for a majority. The Conservatives are set to remain in opposition. So, what could a 4th Liberal mandate mean for Canada’s economy, and your investments? And how are Canada and the world reacting to the news? On today's show, we have a panel of experts to break down the results of the federal election. David Herle is a former top advisor to Prime

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29:12

Unlocking a floating-rate high income strategy – Eric...

FidelityConnects ·

2025/05/01

Average loans are currently trading around 95 cents on the dollar - the lowest since November 2023. And today's guest sees opportunity in the discount. Still, it’s not a market without its challenges. Investment sentiment is mixed, volatility has crept in, and there’s a wide dispersion in pricing. But that’s exactly where Fidelity’s deep research and active management can shine. So what role can loans play in portfolios today? And how is today's guest looking to history to navigate the current

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29:24

Top civil servant on trade, economy, and government –...

FidelityConnects ·

2025/04/30

The federal election is just days away, and a record 7.3 million Canadians have already cast their ballot. With costed platforms now released by each major political party, how do each compare on key issues like taxes, housing, and economic recovery? I am pleased to be joined today by Canada’s Former Top Civil Servant, Michael Wernick for a look at how the election trail is unfolding, and what Canada’s first 100 days with a new Prime Minister might look like. Michael served as the 23rd Clerk of the

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31:54

In conversation with Reddit CEO Steve Huffman

FidelityConnects ·

2025/04/29

Today we’re continuing our CEO series with a very special guest - the driving force behind one of the most influential social platforms on the web. Steve Huffman is the co-founder and CEO of Reddit - the online home to millions of conversations, including Fidelity Canada’s popular “Ask Me Anything” community. For those who may not be familiar with the platform, Reddit is a massive online network of communities where people dive deep into topics they are passionate about- from investing and personal

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29:12

Fidelity Founders Class®: Celebrating 7 years of...

FidelityConnects ·

2025/04/28

This month we’re celebrating 7 years of FidelityConnects - and 7 years of Fidelity Founders Class - a core equity strategy with a large-cap, growth bias, focused on harnessing the entrepreneurial spirit of founder-led companies. And in a full circle moment, Founders Class portfolio manager Dan Kelley was our first guest on Connects! As we reflect on the past seven years, we’ve seen a dynamic macro environment reshape the way investors think, act and allocate. So how has the environment influenced

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32:08

Denise Chisholm's sector and factor perspectives –...

FidelityConnects ·

2025/04/25

For the first time in over five years, tech valuations have come down. Prices have cooled, but earnings expectations remain steady. This disconnect has caught the attention of today's guest - especially with the sector trading in line with consumer staples. So what’s driving this reset? And what might it tell investors about the tech sector moving forward? Joining the show today to unpack her latest market thesis, including the sectors on her radar, is Fidelity Director of Quantitative Market

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31:28

Jurrien Timmer's global macro view – April 21, 2025

FidelityConnects ·

2025/04/24

U.S. equity markets opened under pressure at the start of this week. This drawdown comes after each of the three major averages logged a third weekly decline in the last four trading weeks. How anatomically similar is today’s market drawdown to 1998? And will it last, or is it just an interruption? Joining the show today to unpack the macro themes on his radar to set you up for the trading week ahead is Fidelity Director of Global Macro, Jurrien Timmer.Recorded on April 21, 2025. At Fidelity, our

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30:33

Bank of Canada reaction – Don Drummond

FidelityConnects ·

2025/04/23

The Bank of Canada is holding its key lending rate at 2.75 per cent. This is the first pause after seven consecutive rate cuts, and Macklem cites Trump’s tariffs for the decision. Is this the end of the bank’s easing cycle, or truly a pause in light of global trade uncertainty? Joining the show today to unpack all this and more is renowned economist Don Drummond. Don is a former Chief Economist at TD Financial Group, and current Stauffer-Dunning Fellow and Distinguished Visiting Scholar in the

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28:11

The ETF round-up with Étienne Joncas-Bouchard: April...

FidelityConnects ·

2025/04/22

Flows into international markets have surged. As investors grow cautious of President Trump’s trade policies, many are stepping away from the U.S. and putting their money elsewhere. Another hot spot for investors has been in Money Market funds. What messages are capital flows sending about the global economy? And as uncertainty prevails, which products can help protect and reduce risk? To help us make sense of it all in this month’s ETF Roundup is Fidelity Director of ETF and Alternatives Strategy,

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19:48

The Bank of Canada's rate decision and your financial...

FidelityConnects ·

2025/04/21

Join Ilan Kolet, Institutional Portfolio Manager, as he breaks down the latest Bank of Canada decision to hold the key lending rate at 2.75%, and its impact on inflation, mortgages and your wallet. Ilan, a former Bank of Canada analyst, will also explore how the upcoming federal election could affect Canadians’ finances, and the latest developments in tariff and trade troubles with our southern neighbours. This show was initially presented as a live webcast of The Upside, our investor

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30:09

Unpacking alternative investing trends – Reetu Kumra

FidelityConnects ·

2025/04/19

Positive news last week for Canada’s economy - the annual inflation rate fell to 2.3 per cent in March from 2.6 per cent in the previous month. While this drop offers a moment of relief for consumers and policymakers alike, it comes at a time when global markets grapple with mixed economic signals. With the U.S. seeing an exodus of investment, Canada’s market performance continues to stand out, outperforming its peers. What are some of the benefits to investing in Canada today? And which “super

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31:04

Jurrien Timmer's global macro view – April 14, 2025

FidelityConnects ·

2025/04/18

U.S. equity markets jumped at this week’s open after Trump announced a tariff exemption on select electronics. This rally emphasizes the fickleness of Trump’s governance style - reflecting the market volatility. By contrast, last week, all U.S. assets were on sale, which today's guest points out, raises the possibility that foreign investors are retreating their capital. And he says, “If a trade war morphs into a capital war, then there’s more at stake than tariffs.” Joining the show today to unpack

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31:15

Analyst perspectives: Industrials and automotives –...

FidelityConnects ·

2025/04/17

Canadian industrials are caught in the eye of the tariff storm. As trade tensions ripple through global supply chains, some sub-industries are finding unexpected opportunities in the reshuffling. What are some of the potential tariff off-ramps, and could they act as a positive catalyst for markets in the months ahead? Bobby Reynolds, Equity Research Analyst, is today's guest, joining host Pamela Ritchie for a deep dive into the forces driving Canada’s industrials and automotive sectors.Recorded on

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26:48

Navigating fixed income market shifts amidst trade...

FidelityConnects ·

2025/04/16

Fixed income investors have been taken on a wild ride recently. Though investors typically flock to treasury’s during times of market volatility, a bond sell off on Wednesday caused yields to spike. And when President Trump later announced a reprieve on most tariffs, followed by Thursday morning’s cooler-than-expected inflation report, yields swiftly lowered. How are our next guests digesting the latest market moves? And what do they think this might this mean for the Fed moving forward? Joining the

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30:31

Denise Chisholm's sector and factor perspectives –...

FidelityConnects ·

2025/04/15

Global markets did a 180 on Wednesday, marking a historical surge after Trump announced a 90-day reprieve on some his reciprocal tariffs. Thursday morning, markets settled lower at the open as investors remain cautious, recognizing that volatility is far from over. Still, some analysts see opportunity in the chaos, pointing to historical patterns that suggest sharp downturns can pave the way for strong rebounds. Joining today's show for another impactful edition of Sector Watch, is Fidelity Director

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29:42

The True North investor – Max Lemieux

FidelityConnects ·

2025/04/14

Global markets opened sharply lower on Wednesday after China announced retaliatory tariffs on the U.S. Here at home, the ongoing trade war has pushed the TSX Composite to an eight-month low. As market uncertainty persists, what strategy is today's guest adopting, and which pockets of the market might Canadian investors want to focus on moving forward? Joining us today to unpack the Canadian equity landscape and to provide update on Fidelity True North® Fund is Portfolio Manager Max Lemieux.Recorded

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30:58

Introducing Fidelity Alternative Real Estate Trust –...

FidelityConnects ·

2025/04/12

Fidelity Canada recently launched a new investment opportunity for accredited investors - Fidelity Alternative Real Estate Trust. Co-managed by Brookfield Asset Management, the fund holds a mix of public and private real estate investments, combining the best of both worlds in one core portfolio. So, why should this fund be on your radar, and what sets this fund apart from others on the market? Joining host Pamela Ritchie to introduce the fund is Portfolio Manager Don Newman, and Director of

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30:32

Jurrien Timmer's global macro view – April 7, 2025

FidelityConnects ·

2025/04/11

Just two months ago the S&P500 closed at an all-time high. Now, the index is down 17% - hovering just shy of bear market territory. As investors wait with bated breath, does today's guest see this as a short-term correction, or the beginning of something bigger? Joining the show today to unpack the macro themes on his radar, and what they may mean for you, is Fidelity Director of Global Macro, Jurrien Timmer.Recorded on April 7, 2025. At Fidelity, our mission is to build a better future for

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464 results

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