FidelityConnects
1,237 episodes - English - Latest episode: 1 day ago - ★★★★★ - 6 ratingsConnecting 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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Episodes
Jurrien Timmer's global macro view – July 8, 2024
July 13, 2024 11:00 - 29 minutes - 41.2 MBEquities ended higher last week as fresh data showed weakness in the labor market, strengthening the case for the Federal Reserve to lower interest rates in September. With the mega growers continuing their highs, it continues to be a tale of two markets, making today's guest rethink the bullish broadening thesis. Joining the show today to share his latest market thesis and the macro themes moving markets this week is Fidelity Director of Global Macro Jurrien Timmer. Jurrien points out the du...
Alternatives strategies for the third quarter – Dave Way
July 12, 2024 11:00 - 30 minutes - 42 MBIn today’s episode, we are joined by Portfolio Manager David Way, to discuss alternative strategies for the long and short fund in the third quarter. David provides insights for the growing interests in alternative investments, and the strategies to follow to help smooth out volatility in the current market. David begins by highlighting why alternatives are increasingly seen as a way to manage volatility. He talks about the opportunities available to enhance and generate returns on both the ...
Market impact of 2024 U.K. election results – Tom Stevenson
July 11, 2024 11:00 - 29 minutes - 41.2 MBIn this episode, Investment Director Tom Stevenson joins us to discuss the impacts of the recent UK election results on the markets. Tom addresses the potential implications of the Labour party government on investing in the UK providing insights into how stock markets typically respond to elections. Tom highlights the positive response to the shift in power, looking at the equity market, fixed income/bond markets, and the pound, all of which have risen. Discussing trade and foreign direct i...
Canadian wealth-management trends: Mid-year report – Carlos Cardone, Investor Economics
July 10, 2024 11:00 - 31 minutes - 35.8 MBFor a few years now, we’ve welcomed today’s guest to our advisor-only live webcasts, and are pleased to offer this discussion also as a video podcast. Carlos Cardone, Senior Managing Director of Investor Economics, sits down with host Pamela Ritchie to share his team’s findings on the wealth management industry in Canada. This includes the latest trends shaping the industry so far in 2024, including the rising popularity of active ETFs, and much more. Investor Economics research is supported...
Third-quarter ETF trends to watch – Raghav Mehta
July 09, 2024 11:00 - 28 minutes - 39.8 MBFidelity Canada offers a range of Canadian, US, and global ETFs in different asset classes. Whether it's active, factor-based, fixed income, sustainable investments or digital assets, Fidelity offers a mix of ETFs for various investment styles or time horizons. Joining the show today to talk us through his best ideas with Fidelity ETFs, and for a look at the latest ETF industry trends, is Fidelity ETF strategist Raghav Mehta. Raghav delves into the concept of using factor-based models in ETF ...
Third-quarter capital markets playbook – Andrei Bruno
July 08, 2024 11:00 - 29 minutes - 40 MBIn this episode, we are joined once again by Director of ETFs, Andrei Bruno, to discuss the current third quarter in capital markets. Andrei provides valuable insights into the latest data, market trends, and investment strategies to navigate the current economic landscape. He starts by highlighting the importance of retail sales and inflation numbers this past week. H examines both US and Canadian data, noting a slight uptick in unemployment, but nothing concerning at this stage. He also to...
FidelityConnects x Invested In Wellness: 10-minute hand and wrist stretching exercise
July 06, 2024 11:00 - 9 minutes - 11.4 MBFor today’s podcast, we’re featuring Jessie Sarafian, host of Fidelity Canada’s “Invested in Wellness” podcast and live webcast series, who will take us through stretching exercises for our hands and wrists. There is a lot of strain on our hands and wrists these days – computers, phones, tablets, gaming, and more – and this discomfort can spread to the neck and throughout the body, so let’s take a few minutes to relax our muscles today with these simple exercises. At Fidelity, our missio...
Canada's fixed income landscape – Sri Tella & Lee Ormiston
July 05, 2024 11:00 - 26 minutes - 36.4 MBToday, we’re joined by Fidelity Portfolio Managers Sri Tella and Lee Ormiston to discuss the latest economic developments, and what the results mean for investors. Our focus today is on the Bank of Canada’s recent interest rate cut, inflation, and evolving fixed income strategies. Lee shares his thoughts on the higher-than-expected CPI, highlighting that Canadian inflation has a momentum that is rising faster than global trends. Meanwhile, Sri talks about the timing and pace of these cuts, a...
Denise Chisholm's sector and factor perspectives – June 27, 2024
July 04, 2024 11:00 - 30 minutes - 42.4 MBIn this episode, we check in with Director of Quantitative Market Strategy Denise Chisholm for her bi-weekly sector watch and what recent data is telling us about the broader economy. Denise believes the markets have had a muted reaction to recent jobless claims cementing her theory that the market is experiencing a very soft-hard landing. But is this softening too quick? Hiring continues in the labour market, but the question is will this last? Denise believes month-by-month numbers are not...
Canada's economy–Opportunities, challenges & capital gain – Jack Mintz
July 03, 2024 11:00 - 31 minutes - 43 MBToday on the show special guest Jack Mintz joins us. Jack is an economist and President’s Fellow at the School of Public Policy at the University of Calgary. He discusses Canada’s economy, and challenges Canadians face in this current market environment plus he highlights the recent changes to capital gains taxes. Jack shares his thoughts on the capital gain inclusion rate, touching on both the individual and corporate levels. He points out the capital gains inclusion rate is increasing from...
Canada's economy: Opportunities, challenges & capital gain – Jack Mintz
July 03, 2024 11:00 - 31 minutes - 43 MBToday on the show special guest Jack Mintz joins us. Jack is an economist and President’s Fellow at the School of Public Policy at the University of Calgary. He discusses Canada’s economy, and challenges Canadians face in this current market environment plus he highlights the recent changes to capital gains taxes. Jack shares his thoughts on the capital gain inclusion rate, touching on both the individual and corporate levels. He points out the capital gains inclusion rate is increasing from...
Consumer trends to watch in Europe and globally – Aneta Wynimko
July 02, 2024 11:00 - 30 minutes - 42.5 MBIn today’s episode, we are joined by portfolio manager Aneta Wynimko as she gives us an update on global consumer trends and where she is seeing opportunities in the consumer space. Aneta says the beauty space in Europe has grown a lot since the pandemic especially in the fragrance area. She also notes the fragrance niche is hitting the younger female generation as opposed to the older female age group. She comments how the European economy is much more different and slower than the US econo...
Jurrien Timmer's global macro view – June 24, 2024
June 29, 2024 11:00 - 31 minutes - 43.1 MBHello, and welcome to FidelityConnects, A Fidelity Investments Canada Podcast. Connecting you to the world of investing, and helping you stay ahead. In today’s episode, we are once again joined by Director of Global Macro, Jurrien Timmer, to discuss key topics impacting the market in the second half of 2024. Jurrien looks at the current trends and suggests that we can expect a drama-free market. He notes that earnings growth is becoming more resilient, with positive momentum indicating a dou...
Finding hidden gems in global small caps – Connor Gordon and Chris Maludzinski
June 28, 2024 11:00 - 30 minutes - 42.6 MBToday we speak to co-managers of Fidelity Global Small Caps Opportunity fund Connor Gordon and Chris Maludzinski as they give an update on the fund, talk about their investing strategy, and where they are finding hidden gems in North America and globally. Chris points out the fund is 60 percent US-focused, but the other 40 percent is looking more attractive as valuations come down. Chris says being able to harness Fidelity’s global resources, visit management and go to trade shows is helping...
Money on the mind: What matters to young Canadians? – Robin Taub
June 27, 2024 11:00 - 30 minutes - 41.3 MBIn today’s episode, we are joined by personal finance expert and author Robin Taub, who sheds light on how Canadian youth are navigating the current investing landscape. She explores the importance of teaching young people about budgeting, finances, and investing from an early age, and how key barriers, such as a lack of financial literacy might be affecting them. Robin also dives into the impacts of inflation and how its affecting young Canadians. She also highlights the 5 pillars of money...
Finding quality at the right price – Remona Persaud
June 26, 2024 11:00 - 29 minutes - 40.2 MBPortfolio Manager Ramona Persaud joins us today to discuss her current investment strategies, how valuation is currently being dispersed, and how international markets are performing. Ramona talks about the current performance of value and dispersion outside the US, particularly in continental Europe, the UK, and parts of Asia – and touches on the potential in more cyclical sectors such as tech. She highlights how there is increased value dispersion and alpha signal abroad. She explores how ...
Finding quality at the right price – Ramona Persaud
June 26, 2024 11:00 - 29 minutes - 40.2 MBPortfolio Manager Ramona Persaud joins us today to discuss her current investment strategies, how valuation is currently being dispersed, and how international markets are performing. Ramona talks about the current performance of value and dispersion outside the US, particularly in continental Europe, the UK, and parts of Asia – and touches on the potential in more cyclical sectors such as tech. She highlights how there is increased value dispersion and alpha signal abroad. She explores how ...
What's driving investment opportunities in Q3 2024 – Andrew Marchese
June 25, 2024 11:00 - 26 minutes - 36 MBWith the Federal Reserve’s recent decision to hold rates amid cooling inflation, what does this mean for markets and the overall health of the ecomony in the US and in Canada? We sit down with portfolio manager and Fidelity Canada’s Chief Investment Officer, Andrew Marchese, to get his latest insights on the market landscape plus what potential opportunities there are for institutional investors. Andrew touches on this latest divergence in the market. The Fed has held rates and the Bank of C...
Factors in focus: Q3 2024 trends to watch – Bobby Barnes
June 24, 2024 11:00 - 28 minutes - 39.4 MBToday, we are joined by Head of Quant Index Solutions, Bobby Barnes, to discuss upcoming trends in the market, and important narratives in the investing sector. Bobby talks about the latest performance of utilities, such as how they’ve emerged as the third-best performing sector year-to-date, and the impact AI advancements will have on their future performance. He explores the economy from a macro level, and how current consumer trends and predictable CPI data has led to an increase in inter...
Denise Chisholm's sector and factor perspectives – June 13, 2024
June 22, 2024 11:00 - 29 minutes - 40.5 MBIn this episode, we speak to Director of quantitative market strategy Denise Chisholm as she provides her insights on what sectors to keep an on eye on plus what recent data point are telling us about the current market environment. Denise believes we have experienced what she calls a very soft-hard landing and she argues that we are now in the early stages of a recovery. Denise discusses the market’s reaction to recent market volatility and says the market is very data-dependant, but daily ...
Jurrien Timmer's global macro view – June 17, 2024
June 21, 2024 11:00 - 30 minutes - 41.4 MBNorth American equity markets opened mixed this week, and U.S. treasury yields ticked higher. Over the weekend, the Minneapolis Fed President teased that the central bank may not cut rates until December. To unpack this, joining the show today to share his latest market thesis is Fidelity Director of Global Macro Jurrien Timmer. With the Fed confirming the market's recent tilt towards less easing and later, he notes that the only glaring difference between the Fed and the market is where neu...
Finding the best businesses in Fortress North America – Darren Lekkerkerker
June 20, 2024 11:00 - 26 minutes - 35.9 MBIn this episode, we speak to portfolio manager Darren Lekkerkerker to get an update on the North American Equity Class, his thoughts on the current market environment, and what industries are market drivers in his mind. Darren says the economy continues to be resilient even though rates have not come down as expected earlier this year. Company earnings have accelerated, and we’ve seen differentiation between sectors and within sectors. Darren says this environment has been good for him becau...
Geopolitical storylines to watch during the G7 Summit and beyond – Christian Leuprecht
June 19, 2024 11:00 - 29 minutes - 41.1 MBIn this episode, Christian Leuprecht joins us to dive into the geopolitical discussions at the upcoming G7 summit, focusing on foreign policy, economic growth, and geostrategic dynamics. Christian notes key agenda items such as enhancing security, prosperity, and democracy on the international front. He discusses topics such as the current relationship between Canada and the U.S., and what the upcoming elections mean from the macroeconomic perspective. He examines rising economic tensions, s...
CIO's half-time market report – Andrew Marchese
June 18, 2024 11:00 - 28 minutes - 39.5 MBIn today’s episode, we are joined by Chief Investment Officer and Portfolio Manager Andrew Marchese who discusses current market conditions, which includes the Bank of Canada’s recent decision to cut interest rates, the implications of rising inflation and unemployment, and how the speed and magnitude of future rate cuts will depend on upcoming data. Andrew talks about how this year has been a stock pickers market, and how it’s heavily influenced by overall corporate profits and macroeconomi...
Analyst perspectives: Technology Investing opportunities – Evan Zehnal and Vishal Chopra
June 17, 2024 11:00 - 28 minutes - 39.4 MBIn today’s episode, we are joined by Equity Research Analyst Evan Zehnal and Equity Research Associate Vishal Chopra to discuss the evolving AI landscape and its growing impact across the investing sector. Evan talks about the current AI narrative, its impact and benefits, and how AI is being used by companies. Vishal expands on the shift in corporate budgets over the last two years, how companies aim to tighten their spending, and what these implications are for AI’s adoption. Evan and Vish...
Analyst perspectives: Technology investing opportunities – Evan Zehnal and Vishal Chopra
June 17, 2024 11:00 - 28 minutes - 39.4 MBIn today’s episode, we are joined by Equity Research Analyst Evan Zehnal and Equity Research Associate Vishal Chopra to discuss the evolving AI landscape and its growing impact across the investing sector. Evan talks about the current AI narrative, its impact and benefits, and how AI is being used by companies. Vishal expands on the shift in corporate budgets over the last two years, how companies aim to tighten their spending, and what these implications are for AI’s adoption. Evan and Vish...
Unpacking crypto and alternative investing trends – Reetu Kumra
June 15, 2024 11:00 - 24 minutes - 33.8 MBOn this episode, we sit down with portfolio manager and director of research Reetu Kumra. She talks to host Pamela Ritchie about the future of cryptocurrency in Canada, trends in alternative investing, and highlights the Canadian Long/Short alternative fund. Reetu says the crypto market is very volatile, and interesting space. Since 2023, there have been many changes in the ecosystem including bitcoin halving and bitcoin and Ethereum ETFs being approved in the US. She says bitcoin has beco...
Opposing prevailing market trends – Hugo Lavallée
June 14, 2024 11:00 - 29 minutes - 41.1 MBToday on the show, we sit down with long-time contrarian investor Hugo Lavallee as he discusses a wide range of topics including commodities, equities, how he’s managing his climate leadership fund plus his contrarian style of investing in today’s current market environment. Hugo comments on commodities and says he’s treating all commodities equally. But he notes he owns more metals than energy. Canadian oil looks better on a relative basis, but unfortunately the world is shrinking so to hi...
Jurrien Timmer's global macro view – June 10, 2024
June 13, 2024 11:00 - 29 minutes - 40.3 MBDirector of Global Macro Jurrien Timmer is back on the show today for his weekly overview of the markets. Today he discusses the implications of recent economic data on the Federal Reserve's interest rate decision, highlighting the Fed's bias towards easing and the evolving narrative around rate cuts. Jurrien emphasizes the resilience of the US economy despite the Fed's restrictive stance, unpacking the implications of the true neutral rate. He delves into the concept of fiscal dominance, not...
ETF's for your investment style – Vince Kraljevic
June 12, 2024 11:00 - 29 minutes - 40.5 MBIn this episode, ETF Strategist Vince Kraljevic joins us to explore the changing landscape of investment strategies, and the current business cycle. With tech becoming the new dominant sector, Vince discusses how advisors are increasingly tilting away from mega, large, and mid-cap stocks - and how diversification and reducing exposure to certain names has become a priority. He also touches on Fidelity’s ETF products, and how the recently launched all-American ETF is weighted for the factors...
Denise Chisholm's sector and factor perspectives – May 30, 2024
June 11, 2024 11:00 - 28 minutes - 38.6 MBWith the healthcare and energy sectors on the decline, and the tech and utilities industries on the rise, we look at how the increasingly concentrated market is leading to many companies going private, and how this effects the defensive sector. Director of Quantitative Market Strategy, Denise Chisholm, explores why defensive sectors such as financials and industrials are standing out, reasons why consumer discretionary is struggling, and what this could mean for your investment portfolios. D...
FOCUS 2024: A tactical approach to income investing – Adam Kramer and Scott Mensi
June 10, 2024 11:00 - 38 minutes - 44.2 MBOn May 30, Fidelity Investments Canada hosted FOCUS 2024 Vancouver, a daylong event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. One of the day’s sessions was a look at Fidelity Tactical High Income Fund, with portfolio manager Adam Kramer, and institutional portfolio manager Scott Mensi. Adam and Scott reflect on how the fund offers the potential for income and capital growth through investments across a broad spectrum of income-producing s...
Previewing the BoC's upcoming rate decision – Sri Tella and Lee Ormiston
June 08, 2024 11:00 - 29 minutes - 40.1 MBPortfolio Managers Sri Tella and Lee Ormiston join the show today for a look at the factors influencing the bond market landscape. Sri and Lee note that Canada's recent inflation rate slowdown, coupled with global economic trends, is influencing discussions about potential rate cuts by the Bank of Canada, and explore the broader implications for bond market dynamics. The conversation covers various factors affecting bond markets, including the housing market's response to rate changes, provin...
FOCUS 2024: Unlock the potential of alternatives – Reetu Kumra
June 07, 2024 11:00 - 38 minutes - 43.6 MBOn May 30, Fidelity Investments Canada hosted FOCUS 2024 Vancouver, a daylong event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. For today’s podcast, we’ll listen in on Reetu Kumra’s FOCUS session. Reetu is Director of Research and Portfolio Manager of Fidelity Canadian Long/Short Alternative Fund. We’ll hear from Reetu about the Fidelity alternatives lineup, and the strategy and research behind these funds. Specifically for Canadian Long/Sh...
Jurrien Timmer's global macro view – June 3rd 2024
June 06, 2024 11:00 - 30 minutes - 42.5 MBU.S. Equity markets opened mixed this week to kick off a new month of trading. This week, investors can expect several economic data reports, including a key jobs report on Friday. Today's guest says we are in a "7 by 7 cycle", and that bonds are the new centre of gravity. Here to explain these thoughts and much more is Fidelity's Director of Global Macro, Jurrien Timmer. He introduces us to the concept of a "7 by 7 cycle", suggesting that we're in the seventh inning of both the business cycl...
Jurrien Timmer's global macro view – June 3, 2024
June 06, 2024 11:00 - 30 minutes - 42.5 MBU.S. Equity markets opened mixed this week to kick off a new month of trading. This week, investors can expect several economic data reports, including a key jobs report on Friday. Today's guest says we are in a "7 by 7 cycle", and that bonds are the new centre of gravity. Here to explain these thoughts and much more is Fidelity's Director of Global Macro, Jurrien Timmer. He introduces us to the concept of a "7 by 7 cycle", suggesting that we're in the seventh inning of both the business cycl...
Trend spotting: Earning season takeaways – Joe Overdevest
June 05, 2024 11:00 - 31 minutes - 43.1 MBJoining us on the show today to cover a wide range of topics including commodities, natural resources and main takeaways from the earnings season is Portfolio manager of Global Natural Resources Joe Overdevest. Joe gives an overview of what’s happening in the economy. He notes the US economy is doing better than Canada. There is a focus on technology where corporations are seeing where they can spend on new technologies including AI. Resources in general are doing well, but it’s mostly divid...
Trend Spotting: earning season takeaways – Joe Overdevest
June 05, 2024 11:00 - 31 minutes - 43.1 MBJoining us on the show today to cover a wide range of topics including commodities, natural resources and main takeaways from the earnings season is Portfolio manager of Global Natural Resources Joe Overdevest. Joe gives an overview of what’s happening in the economy. He notes the US economy is doing better than Canada. There is a focus on technology where corporations are seeing where they can spend on new technologies including AI. Resources in general are doing well, but it’s mostly divid...
Introducing Fidelity Global Micro-Cap Fund – Salim Hart
June 04, 2024 11:00 - 28 minutes - 39.8 MBIn today’s episode, we are joined by Portfolio Manager Salim Hart who will manage the newly released Fidelity Global Micro-Cap Fund. The new fund is well-suited for investors looking for a wide range of return outcomes and opportunities in an often overlooked segment of the market. The fund combines bottom-up fundamental and quantitative research to aim to achieve long-term capital appreciation. Hart discusses several resources at Fidelity that will be used to provide deep insights and vital...
Discover Fidelity's latest ETF Series – Andrei Bruno
June 03, 2024 11:00 - 30 minutes - 41.4 MBToday on the show, we are joined by Director of ETFs, Andrei Bruno, as he dives into exciting new developments in our ETF and alternative investments lineup. He discusses the expansion of our 4 new ETF series: the Emerging Markets Fund, the Global Equity+ Balanced Fund, the Global Equity+ Fund, and the Tactical High Income Fund. These new products will bring options to investors looking for more choice and access. Following the latest trends in mutual funds and ETFs, Andrei discusses tradeof...
Timmer Time: Q2 2024 market contemplations – Jurrien Timmer
June 02, 2024 11:00 - 4 minutes - 6.51 MBJurrien Timmer, director of global macro, is back today with another installment of Timmer Time, his quarterly quick hit on the markets, recorded live on location at our April FOCUS 2024 event. Among other topics, we first asked Jurrien if investors should expect the markets to cool or is there still room to run? Recorded on April 19, 2024. 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 in...
Second-quarter global asset allocation perspectives – David Wolf
June 01, 2024 11:00 - 29 minutes - 40.2 MBToday on the show, we speak to portfolio manager David Wolf as he highlights the current market landscape and where investors could find diversification such as liquid alternatives. David notes recent core inflation numbers aren’t a surprise to the Bank of Canada. David, who is a former advisor to the governor of the BoC says expect cuts in the next 18 months regardless of the Federal Reserve’s movements and decisions. This is based on recent monetary policy report released by the BoC. David...
Fidelity Insights Class Q2 2024 update with Michael Hickey
May 31, 2024 11:00 - 29 minutes - 40.3 MBToday on the show, long-time institutional portfolio manager Mike Hickey discusses the current market environment, possible Fed rate cuts, and what investment opportunities he’s keeping an eye on at the moment. Mike emphasizes the influence and importance of AI or artificial intelligence. He believes major tech companies will invest in AI infrastructure that will hit the $200 billion mark next year. Mike says our current economic conditions are looking favorable - inflation is decreasing, jo...
Investing in liquid alternatives – Rory Poole
May 30, 2024 11:00 - 29 minutes - 39.9 MBAs liquid alternatives rise as a popular investing strategy, we check in with Fidelity’s Director of Alternatives, Rory Poole. Rory discusses the latest market trends affecting liquid alternatives and how they may fit in a client’s portfolio. Rory defines an alternative as any investment where the value is not solely driven by the stock or bond market going up. He says alternatives can involve many different types of strategies and assets and many investors don’t even realize that they own a...
Analyst perspectives: Banks and the consumer – Brendan Cochrane and Thomas Goldthorpe
May 29, 2024 11:00 - 30 minutes - 34.5 MBCanada and the U.S. share many commonalities. Cultural influences, social values, and democratic political systems, to name a few. But the gap between the two countries has widened when it comes to the health of the consumer. Thomas Goldthorpe, portfolio manager, and Brendan Cochrane, equity research analyst, are today’s guests, joining host Pamela Ritchie. They’ll unpack the health of the consumer in both countries, including why U.S. is showing signs of recovery while Canada’s trade down c...
Unpacking the 2024 Fidelity Retirement Report – Peter Bowen and Michelle Munro
May 28, 2024 11:00 - 29 minutes - 41.2 MBToday on the show, we highlight the 2024 Fidelity Retirement Report and its findings on how Canadians are viewing and preparing for retirement. Host Glen Davidson sits down with Peter Bowen, VP of Tax and Retirement Research and Michelle Munro Director of Tax and Retirement Research, as they break down the perspectives, challenges, and trends of pre-retirees and retirees. Peter notes the survey noted many pre-retirees are delaying retirement - delaying beyond 65 or in some cases not even con...
Caring for aging parents – Laura Tamblyn-Watts
May 27, 2024 11:00 - 29 minutes - 40.2 MBToday we welcome special guest Laura Tamblyn-Watts, CEO of CanAge and Author of “Let’s Talk about Aging Parents: A Real-Life Guide to Solving Problems with 27 Essential Conversations” . Laura tackles the topic of an aging population, how it could impact the financial advisor community and discusses other aging and generational trends and issues. Twenty years from now, about 1 in 4 Canadians will be 65 years or older. Canadians are living longer, and the sandwich generation is very prevalent ...
Denise Chisholm's sector and factor perspectives – May 9, 2024
May 25, 2024 11:00 - 28 minutes - 39.4 MBAs US equity markets slide, we check in with Denise Chisholm, Director of Quantitative Market Strategy, to get her thoughts on international equities and other opportunities. With Europe most likely looking to cut rates earlier than the US, does this make a strong case for international equities? Denise says not necessarily. Even though European and international assets are cheaper than North America, Denise stresses the importance of growth. International equities have always been cheaper, ...
Understanding Morningstar's research process – Danielle LeClair
May 24, 2024 11:00 - 29 minutes - 40.8 MBToday on the show, we are joined by special guest Danielle LeClair. Danielle is the Director of Manager Research at Morningstar Canada. Morningstar has been providing ratings to help investors find top-performing ETFs and Mutual Funds since 1985. Danielle deep dives into Morningstar’s methods and processes when it comes to determining star and medalist ratings. She also explains the importance of having a Canadian research team on the ground. Danielle explains how Canada is a different marke...
FOCUS 2024: Uncovering hidden gems with intrinsic value investing – Salim Hart
May 23, 2024 11:00 - 37 minutes - 43.3 MBOn April 18 and 19 Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. Today we’ll hear portfolio manager Salim Hart’s FOCUS session, sitting down for a discussion on-stage with host Glen Davidson. Salim is known to Canadian investors as co-portfolio manager on Fidelity Global Intrinsic Value, working alongside Sam Chamovitz and Morgen Peck. And today, in addition to speaking with Glen ...