x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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.

business investing

All Episodes

27:43

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

FidelityConnects ·

2025/10/31

Valuations may shape expectations, but they don’t determine destiny. Today's guest challenges the idea that CAPE - the cyclically adjusted price-to-earnings ratio - can predict returns on its own. She notes that CAPE’s predictive power weakens once you strip out crisis periods. And that it’s not just where the markets start, but how they end that really moves the needle. Joining this episode to separate valuation myths from market reality is Fidelity Director of Quantitative Market Strategy, Denise

en

31:14

Jurrien Timmer's global macro view – October 27, 2025

FidelityConnects ·

2025/10/30

2025 has shown some fascinating correlations. Some that we would never have expected, like utilities’ performance at the levels of the S&P 500, and strange bed fellows vying for runner up status in the bull market on a year to date basis. As the world this week prepares for more detail on a possible US-China trade deal, a Fed move, and trillions of dollars’ worth of earnings to be announced, markets power forward. Can this power extend sustainably to the smaller cap, or equally weighted version

en

30:56

Exploring energy and natural resource markets – Joe...

FidelityConnects ·

2025/10/29

Gold has entered unchartered territory. The safe-haven metal has soared more than 60 per cent year-to-date, crossing $4300 an ounce for the first time last week. Meanwhile copper - often seen as a global economic bellwether - is grabbing investor attention amid U.S. dollar concerns, rising policy and M&A activity. What might this all mean for investors navigating the global energy sector? And as AI transforms Canada’s energy landscape, how is today's guest positioned? Joining this episode to dig

en

29:51

ETF Monthly: Ideas, trends, and strategies – Vince...

FidelityConnects ·

2025/10/28

Canadian active ETFs are having a moment, reshaping how investors think about diversification, growth, and what it means to stay ahead. And as we enter the last quarter of 2025, Canadian equities continue to capture strong inflows. What are the latest market trends shaping the next phase of ETF innovation? And why does today's guest say he prefers a factor-based approach to find the winners in the market? Joining this episode for a discussion on his ETF playbook, including a timely update on

en

31:06

Fixed Income: Fourth-Quarter Insights – Sri Tella

FidelityConnects ·

2025/10/27

After the U.S. government shutdown delayed a key economic indicator, September’s CPI report is out. The latest U.S. inflation data came in softer than expected, building the case for more fed cuts. Following the report’s release, equity markets rallied, and the U.S. 10-year note fell below 4%. With everything going on in the markets, today's guest highlights that there still are attractive yields in Fixed Income, and that it is an area of the you may not want to overlook. Where is Canada’s place in

en

27:16

Small/mid-cap strategy to complement large-cap...

FidelityConnects ·

2025/10/24

Last week, Fidelity Canada launched the Fidelity Global Small-Mid Cap Equity Fund. This new product allows investors distinct opportunities across each market spectrum: mid-cap, small-cap, and micro-cap. Why might this be a great addition or compliment to a portfolio? And how does it work? Joining this episode is portfolio manager Shilpa Mehra - who is making her Fidelity Connects debut - to discuss the fund’s genesis, objectives, and the team behind the fund.Recorded on October 7, 2025. At

en

31:40

Jurrien Timmer's global macro view – October 20, 2025

FidelityConnects ·

2025/10/23

Is this a gilded age of gold and AI as twin investments? Markets last week saw a cooling of some animal spirits due to question marks surrounding U.S.-China trade talks and some U.S. regional banks. The endless but very important question remains about whether AI is in a bubble. That question is answered by today's guest with the comment, the markets look okay. Joining this episode to explore the parallels being drawn to past periods of accelerated growth is Fidelity Director of Global Macro,

en

29:58

European comeback and what it means for investors –...

FidelityConnects ·

2025/10/22

Investors’ shift to investing globally is only growing. It is growing, most notably at this point, in the Emerging Markets, and particularly in China. According to a recent Outlook report from Fidelity International in London, the story for equities across the world has proper momentum behind it. Though certain countries may be waxing and waning in terms of valuations, the push to invest outside of America chimes with calls that parts of the U.S. equity trade are getting bit long in the tooth. With

en

30:48

Why investors may want more Canada in their...

FidelityConnects ·

2025/10/21

It’s shaping up to be a standout year for the TSX. Canada’s benchmark index topped 30,000 points for the first time yesterday and is up 20% year to date. Despite the upswing, today's guest is keeping his eye on the risks, and says that patience and diversification are the key to staying ahead. So which sectors are speaking to him today? And how is he protecting downside, while staying invested? Joining this episode to unpack all this and more, is Fidelity True North Fund portfolio manager, Maxime

en

28:14

Introducing Fidelity Multi-Alt Equity Fund – Rory...

FidelityConnects ·

2025/10/20

Markets can be unpredictable. This year, we’ve seen a shift in equity flows and market leadership - from a handful of dominant tech names to a broader range of sectors. And in times like these, investors and advisors alike are looking for tools that can help smooth out returns and diversify across market cycles. Fidelity Canada has introduced a new product, Fidelity Multi-Alt Equity Fund. A single, multi-strategy liquid alternative designed to offer diversification and flexibility through

en

31:28

Outperformers: Factors in favour – Bobby Barnes

FidelityConnects ·

2025/10/14

Today’s guest is here to unpack the market forces driving investor decisions so far through 2025 with a focus on how quantitative insights can help us navigate what’s ahead. From tariffs and rate cuts to factor leadership and the influence of AI, he will explore how these themes are shaping both North American and International equity markets. He will also examine where investors are finding opportunities - whether in momentum, value, or high quality. Joining today's episode is Bobby Barnes -

en

32:08

Beyond North America: The rise of international...

FidelityConnects ·

2025/10/10

It’s been a standout year for international markets. After years of a strong US dollar, we’ve seen a meaningful shift - and global equities have responded. Today's guest says regions within Europe and Asia continue to offer attractive opportunities. So where exactly are those opportunities? And how does his experience managing both large and small mandates create a unique advantage of understanding the full market “food chain”? Joining today's episode to unpack all this and more is International

en

31:46

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

FidelityConnects ·

2025/10/09

For the first time in over three years, median earnings growth in the US has turned positive. And today's guest says it’s finally looking like recovery just got a lot more durable. But are changes to tax policy hindering that path? And which sectors could be are poised for upside against this backdrop? Joining this episode to dissect her latest sector thesis is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.Recorded on October 7, 2025. At Fidelity, our mission is to build a

en

29:53

Outlook: AI, U.S. tech, and software – Ben Holton

FidelityConnects ·

2025/10/08

Today's guest reminds us that the version of AI we use today is the worst version of it. Rapid innovation in AI means the next iteration could be issued in just a few weeks’ time - and could be a vast improvement on today’s capabilities. The regulatory frameworks are also still to come. And how does an enterprise trust an AI provider with its valuable data? Joining this episode is the person who can weave context around all of these questions for investors: Ben Holton, Fidelity Research Analyst and

en

30:52

Diversify with U.S. small and mid-caps – Steve...

FidelityConnects ·

2025/10/07

Interest rates are falling, tariffs are evolving, and the AI market continues to hold steam. On this episode, we’re breaking down how those shifts are playing out in portfolios, supply chains, and across the consumer landscape - particularly in smaller names. And how does the breadth of Fidelity’s research help connect the dots across all of it? Joining the show today to discuss is Director of Research and portfolio manager Steve MacMillan, and equity research associates Connor MacGrath and

en

30:12

Time to invest in Canada? – Reetu Kumra

FidelityConnects ·

2025/10/03

Canada continues to be an interesting story. In the face of mixed signals - tariffs, fiscal stimulus, and policy shifts - markets are navigating a constant push and pull. And the tension is showing up in sector performance: resources have been standouts, banks are holding steady, and cyclicals have been outperforming more defensive names. So, why Canada now? And what is today's guest hearing from our country’s top CEOs that might help us guide our way through the next quarter? Joining today's

en

31:47

Jurrien Timmer's global macro view – September 29, 2025

FidelityConnects ·

2025/10/01

We continue to power through bull market conditions, both on a secular and cyclical basis. A global well-spring of investment opportunities continues to broaden for investors, and technicals remain strong, for now. How will the upcoming earnings season impact the cyclical story? Will tariffs start to bite in a more meaningful way, or will policy changes stemming from the One Big Beautiful Bill kick in just in time? With the Cap-ex cycle for AI in relentless mode, today's guest says there is a lot to

en

20:23

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

FidelityConnects ·

2025/09/30

Earlier this month the Federal Reserve cut interest rates for the first time this year. But did the Fed cut because conditions allowed - simply pulling back on policy that was too restrictive - or out of necessity, reacting to a weaker economy? And how can you spot difference while it’s unfolding? Today's guest says profits may hold the answer - a leading indicator that can help cut through the noise. Joining today's episode to discuss all this and more, including her top and bottom three sectors,

en

28:31

Cottage planning: Estate and tax strategies –...

FidelityConnects ·

2025/09/29

It’s autumn. The leaves are changing to brilliant colours, outdoor BBQs are getting wrapped up for the winter, and for those lucky enough to own a family cottage, the pipes will need winterizing and the windows are boarded up. In the land of real-asset investing, where does cottage ownership fit? Is it an investment, or a cost, season after season? And how to divide such assets between children when a parent dies, or when parents would like to sell out of their interest? There are several tax

en

32:13

Where to find diversified income opportunities in...

FidelityConnects ·

2025/09/26

The Federal Reserve’s latest rate cut has pushed treasury yields higher. Despite a lower policy rate, the U.S. 10 and 30-year yield jumped 10 basis points following the announcement. If rates continue to lower, how might this further impact fixed income? And what might be a good addition to your portfolio amidst the current market environment? Joining today's episode is Scott Mensi, Institutional Portfolio Manager, for a discussion on all this and more, including how Fidelity’s Tactical High Income

en

464 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...