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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

29:38

Jurrien Timmer's global macro view – September 22, 2025

FidelityConnects ·

2025/09/25

As the trade channels of a new, multipolar world begin to form, the investment thesis that could stick is a global bull market. Is the current bull market a cyclical one within a much more secular story? Do the charts show us a new, sustainable leg up, with the Fed now in easing mode? And what are investors to do with inflation? Joining today's episode to help guide your decisions in this new era of Federal Reserve policy, layered on top of a relentless A.I. build out is Fidelity’s Head of Global

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31:25

GLP1 to aging populations: Health care trends to...

FidelityConnects ·

2025/09/24

The healthcare sector is facing challenges under the U.S. administration’s drug pricing reform, and tariffs continue to add uncertainty. The end-of-month deadline is approaching for drugmakers to respond with binding commitments in matching U.S. drug prices to overseas levels. How are equities in healthcare reacting? And what are the implications for pharma? On a positive note, med tech seems to be performing well. What opportunities lie there? Joining this episode from the UK to unpack the evolving

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28:44

The ETF roundup with Étienne Joncas-Bouchard –...

FidelityConnects ·

2025/09/23

Interest in ETF investing remains strong across Canada. In fact, Fidelity’s All-in-One ETF line-up recently crossed a significant milestone: $10 Billion in Assets Under Management since inception. So, what’s driving the popularity of ETFs, and more specifically, Fidelity’s All-in-One ETFs? Which factors may perform well in today’s market environment? Joining today's episode is Étienne Joncas-Bouchard, Director, ETF and Alternatives Strategy.Recorded on September 17, 2025. At Fidelity, our mission

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29:14

Retirement unplugged: Peter Drake on life after work

FidelityConnects ·

2025/09/22

Today’s topic is one that affects many Canadians and equally many of your clients – life after retirement. What exactly is shaping the retiree experience? And how can you better support your clients as they approach this significant chapter in their lives? Joining today's episode is one of the original members of Fidelity Canada’s retirement and research team, Peter Drake. Peter is the former Vice President, Retirement and Economic Research at Fidelity. From the depths of the global financial crisis

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29:50

Fixed income in focus: Navigating rate moves from BoC...

FidelityConnects ·

2025/09/19

The Bank of Canada and the Federal Reserve have slashed their benchmark rates by a quarter point. It’s the Fed’s first cut of 2025 and the Bank of Canada’s second - a synchronized move that sent North American equities higher at the open. Canadian yields have historically followed U.S. treasuries, but our next guest wonders - is that relationship beginning to shift? Joining today's episode to unpack what the latest rate cuts could mean for tariffs, mortgage rates, and more, is fixed income Portfolio

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30:13

U.S. fintech evolution: From digital assets to AI –...

FidelityConnects ·

2025/09/18

2025 has been a transformational year. From trade to geopolitics and to monetary policy, seismic shifts are occurring underneath investors at a breakneck speed. One of these shifts is around crypto, with Washington legitimizing this asset class and technology. How is this new friendly policy crypto movement going to impact the future of investing? To tackle this big question, the tokenization of money and what short, medium and long term impacts investors could expect, we’re joined by equity

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30:29

The Fed decision and asset allocation with David Wolf

FidelityConnects ·

2025/09/17

We’re just hours away from rate decision day, with both the Fed and the Bank of Canada holding press conferences today. Last week’s inflation and employment reports suggest a green light for rate cuts across the board. But questions surrounding how current political sentiment is shaping long-term Fed independence still remain. How might the markets react if rate cuts do resume? And looking further down the line, will a change in Fed personnel result in a shift in how monetary policy is fundamentally

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29:34

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

FidelityConnects ·

2025/09/16

We are now less than a week away from next week’s highly anticipated Fed meeting. And with many expecting the Fed to cut rates, curiosity surrounding the size of the cut persists. Joining today's episode to discuss what a US rate cut could mean for the markets, and which sectors are top of mind is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.Recorded on September 11, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We

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32:57

Policy, politics, and Canada-U.S. Relations – Andrew...

FidelityConnects ·

2025/09/15

After what seems like forever, Parliament resumes in Ottawa next week with no shortage of legislative issues on the agenda. Tariffs, housing, U.S. relations, China, energy, and even a budget. These are only some of the topics that may be tackled in the House this session. And all this following an unprecedented election campaign won by Mark Carney just a few weeks after winning the Liberal Party nomination. So, what can investors and advisors expect from the Fall session? What can they expect from

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29:58

Finding hidden gems in global small-caps – Connor...

FidelityConnects ·

2025/09/12

With major markets charting different paths to recovery, how might investors assess what many are calling a “K-shaped economy”? Connor Gordon & Chris Maludzinski, Co-managers of Fidelity Global Small Cap Opportunities Fund, join us in studio to share an update on how these diverging market conditions are impacting their investing thesis and how the interest rate environment is affecting their portfolio. They also highlight where they are finding mis-pricing opportunities both in North America

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30:19

Jurrien Timmer's global macro view – September 8, 2025

FidelityConnects ·

2025/09/10

While the equity bull market remains narrow, with tech leaders directionally powering indices higher, does the rest of the market make sense today? And where in this market do newer assets, or newer asset allocations, take their place in the leaderboard? Where do gold, bitcoin, and bonds of all stripes rank? Does their current placement hold for the months and years ahead, as we settle into a space of fiscal dominance? Today's guest says that the earnings, buybacks and margins stories are indeed

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30:19

North American auto industry update and outlook –...

FidelityConnects ·

2025/09/09

Canada is facing economic challenges, and U.S. tariff stories continue to develop. How do trade tariffs impact the automotive industry in terms of consumer demand, pricing, and the supply chain?Consumer spending has been weak, but can the increase of defence and government spending be supportive for our economy? How does government spending such as infrastructure investment impact sectors like transportation and housing? Joining this episode to unpack cycles of government spending, and discuss how

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30:06

Market & product trends shaping investor portfolios...

FidelityConnects ·

2025/09/08

A potential Supreme Court ruling on the Fed’s independence is making headlines - and could reshape how monetary policy is managed in the US. As questions swirl around the Fed’s role and the broader policy landscape, we turn our attention to how investors are responding. Today, we begin with a look at industry flows: from ETFs to mutual funds and portfolio positioning as we head into Fall and the final stretch of the year. We’ll also explore international markets, all in one solutions, and whether

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30:31

1:1 with Fidelity's Andrew Marchese, CIO

FidelityConnects ·

2025/09/04

Resilience in the face of a once-in-a-century tariff shock has been a defining theme in the markets this year. While company earnings worldwide have held steady, the key questions for investors are: What’s next this fall and into 2026? How will tariffs affect companies going forward? How will they impact different countries, companies, and asset classes? This episode will take a closer look at how the tailwind of artificial intelligence is being balanced against these headwinds - and where

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27:55

The future of monetary policy and what it means for...

FidelityConnects ·

2025/09/02

Investors are watching the Fed’s next move very closely. With a softening labor market on one side, and persistent inflation on the other, a big question for the markets is how the largest central bank in the world is “duelling” with its “dual” mandate. To unpack the direction of travel for monetary policy, what it all means for the fixed income landscape, where there are opportunities, and how Fidelity is actively managing its bond strategies for unit-holders, Fidelity Institutional Portfolio

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29:22

Global real estate: Steve Buller's outlook &...

FidelityConnects ·

2025/08/29

With markets now expecting a fed cut in September, many investors are wondering how they might need to "adjust" their portfolios. With this possible new stance from the Fed towards lower rates, the back to office push, and the infrastructure build to support the economy of the future, like data centres, what role can real estate play in your diversified portfolio in this environment and over the long term? And how are tariffs impacting supply chains of builders and major players in the global real

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28:39

Third-quarter capital markets playbook – Andrei Bruno

FidelityConnects ·

2025/08/28

Three weeks from now, September 17th, is a very ‘live’ Fed decision day. At the Jackson Hole Symposium last week, U.S. Federal Reserve Chair, Jay Powell, opened the door wide to a rate cut at that meeting. However, a marked - and somewhat expected - shift in tone to the Labour side of the Fed’s dual mandate was present. The word “curious” was used to describe labour market traits at this time. Discussion of a cut in September lit equity markets on fire through Friday’s trade. But what do moves in

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30:14

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

FidelityConnects ·

2025/08/27

With tariffs, commodity markets, and earnings season surprises making headlines, it seems everything is boiling down to one big question: Is this the beginning of a new era in global trade? And if so, what might global trade 2.0 mean for advisors and investors? Joining today's show to unpack the research and help answer these questions and more is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.Recorded on August 22, 2025. At Fidelity, our mission is to build a better future for

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29:12

Help clients stay on track for retirement with...

FidelityConnects ·

2025/08/25

We’re in the early innings of the tariff impact unfolding. As markets continue to shift, investors are re-evaluating their exposure across geographies, sectors, and asset classes. On this episode, we’ll explore how investors are navigating volatility - and how a lifecycle strategy can help keep clients stay on track toward their retirement goals. We’ll also unpack inflation, tariffs, and currency positioning, and what they mean for retirement-focused portfolios like the Fidelity ClearPath Target

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26:55

The ETF roundup with Étienne Joncas-Bouchard – August...

FidelityConnects ·

2025/08/22

Canada’s ETF industry continues to evolve, and over the past month, we’ve seen strong interest in international trade and equities, highlighting a growing appetite for global diversification. In particular, there’s been a notable rise in active ETFs, with investors increasingly drawn to their flexibility and potential for outperformance. Recent market activity, including a rally in U.S. equities, has sparked conversations around concentration risk and portfolio construction. Joining today's episode

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464 results

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