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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

32:08

U.S. equities: A valuation-conscious approach – Kyle...

FidelityConnects ·

2025/07/22

With U.S. retail sales numbers out stronger than expected, it's clear that even in light of the tariff overhang, consumers are still spending into the economy. On today's episode, we learn more about where growth stocks may be hiding in plain view across US equity markets. Companies that often grow with long-term structural themes, as well as those that are currently pumping large amounts of free cash flows fit this strategy. Aspects of the A.I. trade fold nicely into the growth outlook, but which

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32:02

The latest in global high-yield bonds – Peter Khan

FidelityConnects ·

2025/07/21

The global high yield bond space can be a good place to weather recession, or sing along with a risk-on environment. With 10-year treasury yields at elevated levels, how is the picture looking for that extra piece of yield one can earn via the High Yield Bond market? Today's guest says it's looking pretty good! With some investors moving away from U.S. assets, will other hunting grounds, such as Europe, become more interesting for high yield issuance? Joining today's show to tour through the

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27:32

Connects x Upside | Economic trends, geopolitical...

FidelityConnects ·

2025/07/19

Global stock markets have experienced significant volatility in 2025. After April’s downturn, triggered by U.S. tariffs, markets have since rebounded, with emerging markets, European equities and U.S. tech giants leading the global recovery story. U.K. markets have been resilient, with the FTSE 100 hitting record highs in June. London-based Investment Director Tom Stevenson joins host Kyle Cheropita to provide his global market perspectives, reflecting on the first half of 2025, and what key

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27:35

Diversifiying: Call-writing & put option-based...

FidelityConnects ·

2025/07/18

Sustained volatility is great for certain strategies, particularly when call-options are an option. Income strategies are all the rage at the moment, but Fidelity has been deploying such a strategy that first made its mark in the 1970s. If investors desire the trifecta of a smoother ride through volatility, earning an income, all while remaining keenly exposed to growth in equity markets, this may be the moment for an extra shot of caffeine as we dive into derivative strategies. Whether you seek to

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31:51

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

FidelityConnects ·

2025/07/17

With a monster week of earnings around the corner and high flyers in the crypto and Mag7 space, what is the rest of the market signalling? Still resilience? How will releases of eco data like inflation, US treasury quarterly reporting, and the march toward the August 1st tariff deadline nudge markets to travel higher, or take a pause? Giving us the view from the top today is Fidelity Head of Global Macro, Jurrien Timmer. His incredible charts and graphs could help you stick handle the roads to

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28:31

Active asset allocation: Global opportunities –...

FidelityConnects ·

2025/07/15

Global trade has been a risk to the markets for most of this year. Through last week, ever more so. The tariff story has been a shock to the system and is beginning to see governments spend differently at home. Investing in their own supply chains, or with new partners in the global system. Fresh rounds of local stimulus means new opportunities to bolster exposure to global local markets and give parts of the emerging world new reasons to shine. Joining the show today to discuss her approach to this

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30:37

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

FidelityConnects ·

2025/07/14

As market narratives shift almost daily for traders and investors, a hard look at the underpinnings of what continues to power a lift is worthwhile. Today's guest says we are in the throes of the second scare of the tariff worries for 2025. However, that may be only a scare, or a blip, even? Corporate tax cuts from the so-called one big beautiful bill may provide sustainable tailwinds markets have been missing during the messy tariff policy rollout. Joining today's show is Head of Quantitative

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32:00

Paying dividends with active management in third...

FidelityConnects ·

2025/07/11

While markets continue to digest a bit of macro data rollercoaster, is there an enhanced case for yield via dividends across today's market place? If the combination of modestly higher growth, along with a good dose of volatility continues to be a reality for the medium-term, or longer, might a dividend strategy bring you closer to your goals? Or, perhaps you approach the dividend strategy as one to simply bring down your overall risk profile, while continuing to lean into a rising equity market. On

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30:03

Materials, metals, and energy: Analyst insights –...

FidelityConnects ·

2025/07/10

As the global trade story tilts to demand from other markets, and new partnerships are now opening up, how will commodities perform? For instance, does a shift to nuclear power have quite a different short-term investment thesis to the long-term? Will the global copper pull-forward earlier this year confuse pricing until 2026? How does the story for potash pan out in this rocky global market place? Tying together the impact of new trade dealings and the outlook for many materials producers on this

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31:44

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

FidelityConnects ·

2025/07/09

Stock markets have shrugged off multiple layers of risk over the last week to sit in the all-time highs range. Today's guest says we are witnessing momentum, which usually begets more momentum. Is this the case in today’s market? How can investors evaluate which signals will inform us about caution, and which signals may help drive equities higher? On a macro level, can U.S. growth peak out, and pass from behind the certain debt drag that has been signed into law via the Big Beautiful Bill? Joining

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30:34

The growing demand for alternative investing...

FidelityConnects ·

2025/07/08

Coming into last week's U.S. jobs print, analyst expectations were all over the place. Another sign that although perhaps past peak uncertainty, markets and expectations are volatile. New ways to provide ballast in one's portfolio are worth considering to help steady the release of both data and policy shifts across the board, and to help you take a much longer view. On the show today to discuss Fidelity's alternative investments - both liquid and less liquid - is Director of Alternatives, Rory

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30:29

Major themes in global bond markets – Michael Foggin

FidelityConnects ·

2025/07/07

As we try to get into the mindset for a discussion on global bond markets, think of a river with cross currents. Currents interrupting one another, reversing in swirls and backing up water in short bursts, as it all ultimately flows toward a lower body of water, in one big direction. According to today's guest, Fidelity Fixed Income Portfolio Manager, Michael Foggin, cross currents within global bond markets are providing more opportunities than ever. Geographies displaying differing rate policies,

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35:45

Geopolitical & macro trends influencing asset...

FidelityConnects ·

2025/07/04

Some of the largest questions about the direction of markets are researched by a very special Fidelity team in Boston. They set to music issues ranging from: Will the tail wind set to come from US de-regulation and the tax cuts be evident over the medium term? Or will it be a much slower process? What does the diplomacy style of Donald Trump thus far in his administration tell us about the markets’ resilience to the upsets across the geopolitical playing field? And how will interest rate policy over

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28:23

Today's Canadian consumer: Analyst insights – Andrew...

FidelityConnects ·

2025/07/03

Let’s dig into a few sectors that really tell the growth story, or the lack there of, of this country. Consumer staples, many of them grocers, telecom, and utilities. There are shifting sands beneath two of these sectors, both of which are at the forefront of what is discussed as a so-called industrial revolution. The other, grocers, are life sustaining and the quintessential consumer staple. Today's guest, Fidelity Equity Research Analyst Andrew Hall, dives into the investment case for each of

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24:17

Connects x Upside | An inside look at Canada's tech...

FidelityConnects ·

2025/07/02

Canada's tech industry in 2025 is characterized by robust growth and the digital transformation of traditional industries, supported by a strong educational pipeline from Canadian universities. But where does Canada fit into the global tech picture? And what trends from AI microchips, robotics, and more, should you have on your radar? Joining today's episode to unpack all of this and more are Portfolio Manager Joe Overdevest and Equity Research Associate Vishal Chopra.Recorded on June 10,

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30:38

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

FidelityConnects ·

2025/06/30

Is the price of oil adding to a stagflationary impulse that rests in markets right now? How are price swings of WTI and Brent crude leaching through to influence the economy’s medium-term direction? If oil prices zigzag higher on geopolitical news, can markets beat back the oil-induced recessions of yesteryear and have us land perhaps in stagflation-land? Which sectors of the equity market can power through, regardless? On today's show, to discuss departure points across the plains of economic

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29:45

Building a concentrated U.S. equity portfolio – Steve...

FidelityConnects ·

2025/06/27

Much ink has been spilled discussing the end of "US-exceptionalism". But do the winnings of that so-called trade really end over the period of just a month or two? On today's episode, Portfolio Manager Steve Dufour dives into the weeds of what works, and what doesn’t, in a concentrated US-focused fund.Recorded on June 24, 2025. 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

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28:12

Practical advice for end-of-life planning – Greg...

FidelityConnects ·

2025/06/26

Leaving behind a legacy, sorting out details of your will, and figuring out plans for your estate… This type of legacy planning is vitally important, and financial advisors are well-positioned to assist clients with this meaningful work. Today's guest, Certified Executor Advisor and author Greg Barnsdale, offers ways for financial advisors to handle those delicate end-of-life conversations and discusses how it can lead to more financially and emotionally sound clients. Recorded on June 18, 2025. At

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30:39

U.K, Europe & global markets spotlight – Tom Stevenson

FidelityConnects ·

2025/06/25

For markets, all eyes on the Middle East means asset classes need to be seen through the lens of oil prices and the potential impact to the global economy. Will the relative calm in markets hold? How do we put this type of event into context globally? Today's guest is Fidelity International Investment Director Tom Stevenson, to help us shift through the noise amidst this new geopolitical reality.Recorded on June 23, 2025. At Fidelity, our mission is to build a better future for Canadian investors

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26:31

The ETF Roundup with Étienne Joncas-Bouchard – June 2025

FidelityConnects ·

2025/06/24

The last few months have been an extraordinary time to be diversified - to the fullest extent possible. Fidelity All-in-one ETFs were designed to proceed with precision and protection in exactly such unknown waters. By tapping into all investment factors - from low vol to quality and momentum - as well as giving investors exposure appropriate for their level of either conservatism, or more of a tilt to risk, Fidelity ETF’s have plowed through choppy waters since inception. Taking us through the

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464 results

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