FidelityConnects
1,237 episodes - English - Latest episode: 2 days 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
Behind the numbers: A conversation with Dan Dupont
July 21, 2023 11:00 - 10 minutes - 14.5 MBFor today’s podcast, we’re excited to bring you an episode of our new “Behind the Numbers” series. In “Behind the Numbers”, Chris Pepper, VP, Corporate Affairs, speaks with Fidelity’s portfolio managers, analysts, subject matter experts, and more, about what brought them into investing and what drives them every day. In this episode, Chris sits down with portfolio manager Dan Dupont. Dan is based in Montreal, but we caught up with him on a recent visit to Toronto. Recorded May 2023. At Fid...
The impact of the Bank of Canada rate decisions – Don Drummond, Economist
July 20, 2023 11:00 - 28 minutes - 52.8 MBOn the program today, former TD Bank Chief Economist Don Drummond joins us. Don unpacks the latest Bank of Canada rate decision, its impact for future federal policy decisions, and the trajectory of the Canadian dollar. Don says the prolonged period of low interest rates has created a culture of indebtedness, which can be seen in lines of credit, business loans, and mortgage holders. He explains that investors should be looking at how much higher than normal these new rates actually are. In ...
The Fidelity ETF Exchange: Overseas insights with Dorcas Phillips – Étienne Joncas-Bouchard
July 18, 2023 11:00 - 36 minutes - 50.8 MBIn this episode of the Fidelity ETF Exchange - powered by FidelityConnects, host Étienne Joncas-Bouchard welcomes Fidelity International ETF director, Dorcas Phillips to the show. Dorcas speaks to Etienne about what major trends are moving the ETF European market, as well as how the market is structured. She also touches upon the impact of multiple exchanges in other countries as well as the continued growth in the thematic and ESG space. Recorded on June 29, 2023. At Fidelity, our mission...
Jurrien Timmer’s global macro view – July 10, 2023
July 16, 2023 11:00 - 31 minutes - 43.7 MBOn the show today, director of Global Macro Jurrien Timmer joins us to take an in-depth look at the earnings season. The current expectation is a 9% year-over-year contraction in Q2 earnings. Jurrien explains how the market is betting on a soft landing, and looks ahead at the prospect of an earnings recovery next year. Also discussed are the impact of real rates on the market, especially as seen in the prices of gold and bitcoin. Other topics include the relationship between inflation and th...
Disruptive innovation and how it’s shaping the markets – Charlie Hebard and Michael Kim
July 15, 2023 11:00 - 32 minutes - 44.5 MBToday on the podcast, we put the spotlight on disruptive innovation and how the Fidelity Disruption Funds capitalize on global trends and gain exposure to an innovative way to invest with long-term trends, values and strategies. Charlie Hebard and Michael Kim, portfolio managers from the team behind Fidelity Disruptors Class, Fidelity Disruptive Automation Class, and Fidelity Long-Term Leaders Fund speak with host Bryan Borzykowski about industry trends and how these future leaders are ident...
An outlook on the industrials and materials sector – Robert Reynolds and Claire Fleming
July 14, 2023 11:00 - 32 minutes - 59.2 MBToday on the podcast, Equity Research Analysts Robert Reynolds and Claire Fleming put the spotlight on the global implications of China’s new export rules, and other themes shaping the industrial and materials sector. Robert, who covers Canadian industrials, says that things like the prices-paid measures are coming down a bit, indicating that the Fed may be taking their foot off the gas at some point this year. They also explain to host Bryan Borzykowski that the industrial economy has been ...
Jurrien Timmer’s global macro view – July 5 2023
July 13, 2023 11:00 - 29 minutes - 41.7 MBOn the podcast today, Director of Global Macro, Jurrien Timmer, joins us to discuss some of the macro themes he’s watching out for, and where investors might find opportunities in today’s market environment. Jurrien says that the lengthy period of low interest rates we’ve lived through has decreased the cost of capital, resulting in an increase of the present value of future cash flows and creating a mini bubble across asset classes. He explains to host Pamela Ritchie that investors can thro...
Long/short strategies for the second half of 2023 – Brett Dley
July 12, 2023 11:00 - 30 minutes - 56.4 MBJoining the show today to discuss how he’s navigating this year’s market environment within the context of a liquid alternative strategy is Brett Dley, Portfolio Manager. Brett joined Fidelity in 2008 as a research analyst, and initially covered a variety of sectors and managed the sector’s respective component of Fidelity Canadian Disciplined Equity Fund. In 2019, regulatory changes created an opportunity for Brett to use his unique skillsets to lead a new liquid alternative strategy, Fidel...
What’s ahead for central banks and its impact on asset allocation – David Tulk
July 10, 2023 11:00 - 31 minutes - 36 MBJoining us today is Portfolio Manager David Tulk, to discuss the resilience of the current market, whether it will last, and any implications for asset allocation going forward. David explains to host Pamela Ritchie that central banks are continuing to figure out how tight monetary policy needs to be to get inflation back down to a level they’re comfortable with. He points out that economies have proven more resilient than what central banks would have thought, and emphasizes that we aren’t ...
Unpacking the latest trends in artificial intelligence – John Bradley
July 07, 2023 11:00 - 30 minutes - 43.6 MBJoining the podcast today is Director of Emerging Technologies John Bradley to discuss the evolution of AI, and how it might be used to enhance various economic sectors. John explains that emerging technologies represent a competitive advantage for businesses and says that AI has been particularly helpful in places like the logistics industry, where it has the capability to forecast supply chains and recommend optimized routes. Turning to the uncertainty felt by many about emerging digital t...
FOCUS2023: Uncovering winners in North American equities – Darren Lekkerkerker
July 06, 2023 11:00 - 36 minutes - 68.2 MBOn June 13th, Fidelity Investments Canada hosted FOCUS2023 Toronto, a daylong live event for advisors, featuring insightful insights from Fidelity’s portfolio managers and experts. Today’s podcast features portfolio manager Darren Lekkerkerker’s session from the event, sitting down with host Kathryn Black, Director, Sales Enablement. Darren sheds some light on North American equities today, including his outlook for both countries, and what the optimal balance may be for someone’s portfolio....
FOCUS2023: Thinking big with small caps – Connor Gordon and Chris Maludzinski
July 05, 2023 16:12 - 34 minutes - 63.6 MBOn June 13, Fidelity Investments Canada hosted FOCUS2023 Toronto, a daylong live event for advisors, featuring insightful insights from Fidelity’s portfolio managers and experts. Today’s podcast focuses on the FOCUS2023 session on global small caps, with host Glen Davidson, VP Regional Sales, Ontario, sitting down with Fidelity Global Small Cap Opportunities Fund portfolio managers Connor Gordon and Chris Maludzinski. We’ll hear today how the fund is a high-conviction portfolio, made up of t...
FOCUS2023: Global equities through a quality lens – Patrice Quirion
July 03, 2023 11:00 - 44 minutes - 81.3 MBOn June 13, Fidelity Investments Canada hosted FOCUS2023 Toronto, a daylong live event for advisors, featuring insightful insights from Fidelity’s portfolio managers and experts. Today’s podcast features portfolio manager Patrice Quirion’s session from the event, sitting down with host Glen Davidson, VP Regional Sales, Ontario. For Canadian investors, Patrice manages Fidelity Global Concentrated Equity Fund and Fidelity International Concentrated Equity Fund. Both funds are concentrated in n...
Canadian equity leaders – Dave Way
June 30, 2023 11:00 - 28 minutes - 41.4 MBPortfolio manager of Fidelity Long/Short Alternative Fund, David Way, joins the podcast today. There is a lot for portfolio managers to take in right now. Between the market moves and macro questions including interest rates and world events, there are a lot of factors to analyze, figure out what matters, and invest accordingly. To Dave’s advantage, running a liquid alts strategy allows him to own stocks he is both optimistic and pessimistic about. Today we’ll hear which opportunities Dave i...
Jurrien Timmer’s global macro view - June 26, 2023
June 29, 2023 11:00 - 31 minutes - 36.6 MBOn the podcast today, we check in with Director of Global Macro, Jurrien Timmer. Jurrien speaks about the latest market moves, how he is maneuvering through the current market cycle, and what investors should be looking out for. With the fiscal quarter coming to an end, Jurrien says that he considers earnings to be a frontline indicator of the overall economy’s health. Earnings for 2023 are expected to decline by 3%, but he explains to host Pamela Ritchie that inflation has masked certain m...
Personal finance trends affecting Canadians – Rob Carrick
June 28, 2023 11:00 - 31 minutes - 45.4 MBToday we’re shining a light on personal finance trends for Canadians, with a special guest expert on the topic, Rob Carrick, journalist, author and podcast host. Rob is personal finance columnist at The Globe and Mail, and has spent 27 years with them. His in-demand insights can be found in his newsletter “Carrick on Money”, available twice weekly. Rob joins host Bryan Borzykowski to share the personal finance topics and trends he’s focused on right now and in the months ahead. Recorded on ...
Denise Chisholm’s sector and factor perspectives – June 20, 2023
June 27, 2023 11:00 - 31 minutes - 43.4 MBToday we check in with Fidelity’s director of Quantitative Market Strategy, Denise Chisholm, to discuss all things ranging from the fed pause and the risks of future rate hike shocks, to what she is seeing in today’s market makeup, and which sectors are coming out on top through this time of relative uncertainty. Denise explains that, while the pause was a consensus decision from the Fed, there is still the possibility of future rate hikes due to concerns about inflation. However, looking at...
The 2023 Fidelity Retirement Report: In-depth analysis for investors – Michelle Munro
June 26, 2023 11:00 - 28 minutes - 32.3 MBThis episode is focused more on content and insights the average Canadian investor would find helpful. If you’re a financial advisor, you may find last week’s episode with both Michelle and Peter Bowen more relevant, where they look at the 2023 Retirement Report with an advisor’s lens. For 18 years now, Fidelity has been surveying Canadians about their retirement plans and preparedness. Year over year a main takeaway is the value of a written retirement plan. Today we’ll unpack which highlig...
FidelityConnects x Invested In Wellness: Prepping for a good night’s sleep
June 24, 2023 11:00 - 8 minutes - 13.4 MBOn today’s podcast, we’re taking a break from our regular content to welcome back Jessie Sarafian, host of Fidelity Canada’s Invested in Wellness podcast and live webcast, who will lead us in an effective exercise preparing for quality sleep. As you prepare your body for rest, take a full body scan, and release any blockages from your mind. Slow things down as Jessie guides us through a deep meditation to unwind and settle the body and mind for sleep. At Fidelity, our mission is to build a ...
What’s ahead in the ETF landscape and beyond – Andrei Bruno
June 23, 2023 11:00 - 30 minutes - 35.1 MBOn the podcast today, Director of ETFs Andrei Bruno unpacks the current ETF landscape, and discusses emerging trends that are on his radar. Andrei explains to host Bryan Borzykowski that Bank of Canada rate hikes weren’t a shock to the market, and inflation in both the U.S. and Canada remain above the 2% target. The European Central Bank, however, faces worse inflationary pressure, with inflation continuing to run higher than their 2% projection. As consumption slows, Andrei explains, the ...
Oil, gas, and renewables: Summer outlook – Thomas Goldthorpe
June 22, 2023 11:00 - 30 minutes - 34.6 MBJoining us on the podcast today is Equity Research Analyst Thomas Goldthorpe, to discuss higher commodity prices, global energy market trends, and the energy transition themes he sees heading into the summer. From a commodities perspective, Thomas explains to host Pamela Ritchie that the big picture remains the Fed’s attempt to lower inflation. Lower economic activity, and by extension lower energy demand, is a potential headwind over the next few years that he says investors must be aware o...
A comprehensive look into global markets with Tom Stevenson – June 14, 2023
June 21, 2023 11:00 - 28 minutes - 32.3 MBToday on the podcast, we check in with Fidelity Investment Director Tom Stevenson. He discusses increases in both employment and annual wage growth, its implications for the European Central Bank, and where investors can find opportunity in a higher interest environment. Tom speaks to host Pamela Ritchie and explains that wage growth is still very strong in the UK, despite slow GDP growth at 0.1% quarter on quarter. With UK interest rates sitting at 4.5%Tom predicts that the Bank of England ...
The 2023 Fidelity Retirement Report: In-depth analysis for advisors – Peter Bowen and Michelle Munro
June 20, 2023 11:00 - 27 minutes - 51.6 MBThis episode is focused on content for financial advisors. Investors, stay tuned for an upcoming episode where Michelle looks at the 2023 Retirement Report with an investor’s perspective. For 18 years now, Fidelity has been surveying Canadians about their retirement plans and preparedness. Year over year a main takeaway is the value of a written retirement plan. Today we’ll unpack which highlights and trends stood out this year, relative to prior surveys, including the affects that a rising...
Going against the grain – Hugo Lavallée
June 19, 2023 11:00 - 29 minutes - 54.1 MBJoining the podcast today is portfolio manager Hugo Lavallée. For Canadian investors, Hugo manages Fidelity Canadian Opportunities Fund, Fidelity Greater Canada Fund, and Fidelity Climate Leadership Fund. Today, Hugo discusses the extent to which he hears recession concerns within corporations, and how much these concerns might bleed into consumer stocks. Hugo explains to host Pamela Ritchie that markets are unusual right now, because returns are highly concentrated, as is the case with the ...
Jurrien Timmer’s global macro view – June 12, 2023
June 17, 2023 11:00 - 31 minutes - 36.4 MBWith the Federal reserve expected to put a pause in rate hikes this week and the markets seemingly moving along, we check in with Director of Global Macro Jurrien Timmer. He unpacks the recent market moves and helps us understand what’s happening beyond the headlines. And per usual, Jurrien will do this with his popular charts. You can follow along using @TimmerFidelity on Twitter. Jurrien shares his views on the markets commenting that the US economy has proven to be quite resilient and see...
Canada and the global economy – David Dodge, economist and former Governor of the Bank of Canada
June 16, 2023 11:00 - 27 minutes - 31.8 MBInflation and interest rates continue to be a much-discussed topic, with every move by the U.S. Federal Reserve, the Bank of Canada, and other global central banks predicted, watched, and analyzed. On today’s FidelityConnects podcast we’ll get an exclusive window into the Bank of Canada with special guest David Dodge, economist and former Governor of the Bank of Canada. David served as Governor from 2001 to 2008 and was made an Officer of the Order of Canada in 2007. Today he joins host Pame...
Why a Tax-Free Savings Account may be the right account for you – Michelle Munro
June 15, 2023 11:00 - 29 minutes - 42.6 MBOn today’s podcast we’re doing a deep dive into the Tax-Free Savings Account, or TFSA for short. Michelle Munro, Director of Tax and Retirement Research breaks down the advantages of a TFSA, explains the tax benefits, and touches on a very important topic of how the TFSA differs and complements other investment options available to Canadians such as the Registered Retirement Savings Plan and the new First-Home Savings Account. Michelle joins host Emily Anonuevo today, and also covers why bot...
What’s trending in factor investing – Bobby Barnes
June 14, 2023 11:00 - 30 minutes - 35.4 MBJoining us on the program today is Head of Quantitative Index Solutions, Bobby Barnes. Bobby discusses the implications of Canadian GDP growth in the first quarter, the impact of the debt ceiling agreement on investors, and which market factors he sees people gravitating towards. Canada GDP growth was up 3 point 1 per cent in the first quarter, which Bobby says indicates two thoughts - things are going well in the economy, but also that the Fed hasn’t been doing a great job at slowing market...
The summer 2023 global market playbook – Ayesha Akbar
June 13, 2023 11:00 - 32 minutes - 37.1 MBToday we welcome Global Asset Allocation Portfolio Manager Ayesha Akbar to the program. She discusses the strong American labour market, its implications for future Fed rate cuts, and the regions in which she sees significant opportunity. Ayesha explains to host Pamela Ritchie that although chances of a recession remain high, she hopes it will follow a normal cyclical pattern. She sees opportunity in places like the United Kingdom and Japan, particularly within the Energy Sector which remain...
FidelityConnects x Invested In Wellness: 5-minute walking meditation
June 12, 2023 11:00 - 4 minutes - 7.75 MBOn today’s podcast, we’re taking a break from our regular content to welcome back Jessie Sarafian, host of Fidelity Canada’s Invested in Wellness podcast and live webcast, who will guide us through a guided meditation that you can do while walking outside. Regardless of where you’re headed, or maybe it’s even just a walk around the block, practicing mindfulness, deep breathing and body awareness can be done anytime, anywhere. It’s a fantastic way to center yourself and clear your mind. At F...
Denise Chisholm’s sector and factor perspectives – June 6, 2023
June 11, 2023 11:00 - 29 minutes - 42.2 MBJoining us on the podcast today is Denise Chisholm, Director of Quantitative Market Strategy. Denise speaks about a narrowing of market breadth in the aftermath of the Fed’s efforts to replenish cash reserves, and how she sees this impacting short-term market performance. She explains with only a few stocks leading in the market, the underlying trend becomes far less robust which increases vulnerability. There are several ways, she says, that gaps in an upwardly advancing market led by a han...
Jurrien Timmer’s global macro view – June 5, 2023
June 10, 2023 11:00 - 32 minutes - 44.9 MBAfter weeks of negotiations, and with just two days to spare, President Biden has averted a first-ever U.S. default. The debt ceiling bill has been signed. So with the bill now passed, what does this mean for the Treasury? And how could it all ultimately affect the Fed and market trajectory? Jurrien Timmer, Director of Global Macro, is back with us today to unpack the recent market moves and help us understand what’s happening beyond the headlines. And per usual, Jurrien will do this with hi...
Outlook on global equities – Salim Hart and Naveed Rahman
June 09, 2023 11:00 - 28 minutes - 33.2 MBToday we are joined by Naveed Rahman, Institutional Portfolio Manager, and Salim Hart, Portfolio Manager, from the team behind Fidelity Global Intrinsic Value Class. They discuss market lows, particularly in Asia, the beneficiaries of the banking crisis, and which regions are currently on their radar. Naveed and Salim explain that the debate over the impact of the pandemic continues in the marketplace, with the CPI at over 8% in the US but expected to decline further. They say their approach...
Opportunities in dividend investing – Don Newman
June 08, 2023 11:00 - 27 minutes - 51.2 MBDividend Plus fund portfolio manager Don Newman joins us on the podcast today. Don discusses fluctuating market conditions, the benefits of dividend investing, and the macro-economic factors influencing his investment decisions. Don says that it’s been interesting to watch how bond markets have been pricing interest rates during the past three to six months. Wages remain sticky, with many individuals locked into multi-year contracts with limited flexibility, and unions that continue to redu...
Striking the right balance between Canadian and U.S. equities – Darren Lekkerkerker
June 07, 2023 11:00 - 26 minutes - 36.9 MBBetween the latest earnings, debt ceiling talks, and inflation concerns, it’s been a choppy month for North American equities. With the Bank of Canada set to make another rate decision, where can investors find solace in this fast-moving market environment? And how is today’s guest positioning his fund amid the latest market hurdles? Darren Lekkerkerker, portfolio manager of Fidelity North American Equity Class breaks down his investing method, and shares where to consider your next position...
Canada’s tech sector in focus – Evan Zehnal and Vishal Chopra
June 06, 2023 11:00 - 29 minutes - 42.5 MBEquity Research Analysts Evan Zehnal and Vishal Chopra join us on the podcast today. Evan and Vishal discuss all things new and innovative in the Canadian technology sector. They discuss how Canada is making a name for itself within AI, where they see investor opportunity, and the importance of cybersecurity. Vishal and Evan speak about the University of Toronto's influence on AI model and training development, work which has formed the basis for some of the transformer models in modern appl...
Active strategies for active markets with Fidelity’s suite of ETFs – Andrei Bruno
June 05, 2023 11:00 - 28 minutes - 33.1 MBToday on the program, we put the spotlight on Fidelity’s newly launched active equity ETF and ETF series. Director of ETF’s Andrei Bruno explains how the new products could help your clients achieve their long-term investment goals and diversify their portfolios. Andrei says Fidelity’s new suite of active ETFs provides choice for the investor, offering products run by different managers who have different investment styles, perspectives, cap focuses, and geographies. He also speaks about...
Canadian bond outlook for the second half of 2023 – Sri Tella
June 03, 2023 11:00 - 26 minutes - 49 MBToday on the podcast we welcome Portfolio Manager Sri Tella to discuss his outlook on the fixed income market, whether investors should consider adjusting the risk profile of their portfolios, and the extent to which Canada is grappling with the same part of the ongoing inflation story as the United States. On the fixed income side, Sri explains to host Pamela Ritchie that issuance has generally been down in Canada, fuelling the strength of the Canadian market. Strategies like tactical manda...
Denise Chisholm’s sector and factor perspectives – May 23, 2023
June 02, 2023 11:00 - 28 minutes - 38.8 MBToday we are joined by Director of Quantitative Market Strategy, Denise Chisholm, to discuss the impending debt ceiling decision, the treasury implications following a deal, and how it could affect the market environment. As pressure mounts on leaders to reach a deal, Denise explains to host Pamela Ritchie that investors are concerned about liquidity, following a debt ceiling resolution. She describes how, over the last year, the General Account of the Treasury has been using significant res...
Opportunities and challenges facing the housing sector – the Honourable Ahmed Hussen, Minister of Housing
June 01, 2023 11:00 - 33 minutes - 38.6 MBToday we speak with the Honourable Ahmed Hussen, Member of Parliament for York South-Weston, and Minister of Housing and Diversity and Inclusion. Minister Hussen speaks about the national housing strategy, how racial gaps affect economic gaps, and how the housing market remains affected by immigration. Minister Hussen explains to host Pamela Ritchie that while 68% of Canadians own a home, housing still needs to be built for everyone, including those experiencing homelessness. Canada’s Nation...
FOCUS2023: The power and potential of contrarian investing – Hugo Lavallée
May 31, 2023 11:00 - 23 minutes - 27.3 MBOn May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. Today, we put the spotlight on portfolio manager Hugo Lavallée as he speaks about his contrarian approach to investing, how he navigates volatile times, and his current strategies. Hugo's contrarian a...
European investment opportunities for the second half of 2023 – Matt Siddle
May 30, 2023 11:00 - 31 minutes - 36 MBToday we speak with Portfolio Manager Matt Siddle as he discusses the impacts of rising interest rates on European consumers, opportunities for-long-term investing in staples, and his investing philosophy. Within the European labour environment, Matt explains to host Bryan Borzykowski, historically low unemployment levels continue to enable wage inflation. In turn, unions continue to push for wage hikes of between 10 and 15 percent to match rising costs. The cost of food has risen by almost ...
FOCUS2023: Fixed income now – Jeff Moore and Stacie Ware
May 29, 2023 13:44 - 39 minutes - 45.1 MBOn May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. On today’s podcast, we’re putting the spotlight on our fixed income team made up of portfolio manager Jeff Moore and quantitative analyst Stacie Ware who sat down with host Katherine Black. Jeff and...
Understanding the basics of ETF investing – Étienne Joncas-Bouchard
May 28, 2023 11:00 - 32 minutes - 37.8 MBAn ETF or Exchange Traded Fund, is like a basket made up of stocks, bonds, or any other kind of asset you can invest in. ETF’s cover a wide range of options giving investors exposure to many investments. So what are the different types of ETF’s on the market? And what does Fidelity bring to the table that’s unique from our competitors? Étienne Joncas-Bouchard, ETF Strategist, joins host Bryan Borzykowski today to breakdown the latest ETF trends, including potential industry changes. This inc...
FOCUS2023: Dividend investing and downside protection – Ramona Persaud
May 27, 2023 11:00 - 34 minutes - 48.4 MBOn May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. Dividend-focused portfolio manager Ramona Persaud hit the stage early in the day, joining host Kathryn Black to discuss her approach to value investing. For three consecutive years Ramona has been rec...
The spring 2023 consumer story – Brendan Cochrane and Andrew Hall
May 26, 2023 11:00 - 31 minutes - 44.1 MBToday we check in with Equity Research Analysts Brendan Cochrane and Andrew Hall, as they discuss the spring consumer story, their thoughts on inflation, and what investors can expect heading into the summer. Brendan and Andrew share highlights from the recent Consumer Price Index announcement. They say food prices have been affected by the above annualized rate of inflation, something consumers can expect to notice on their grocery bills. Though prices have increased steadily across all cat...
FOCUS2023: A little look at the big opportunities in small cap investing – Connor Gordon and Chris Maludzinski
May 25, 2023 11:00 - 11 minutes - 15.2 MBOn May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. One of those studio sessions featured the portfolio managers of Fidelity Global Small Cap Opportunities Fund, Connor Gordon and Chris Maludzinski. Connor and Chris joined host Glen Davidson for a shor...
FOCUS2023: 10-minute ETF industry recap – Vivian Hsu, Andrei Bruno and Agnes Doherty
May 24, 2023 11:00 - 11 minutes - 15.3 MBOn May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. On today’s podcast we’re bringing you our ETF expert panel’s session from the event, with host Agnes Doherty speaking with Vivian Hsu, VP Private Wealth, and Andrei Bruno, Director ETFs, about how the...
FOCUS2023: Taking advantage of positive change – Mark Schmehl
May 23, 2023 11:00 - 27 minutes - 31.1 MBOn May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. On today’s podcast we’re bringing you portfolio manager Mark Schmehl’s FOCUS2023 discussion with host Pat Bolland. Mark is focused on the long-term. He believes that inflation has peaked and he’s focu...
FOCUS2023: First Home Savings Account tips and advice for advisors – Peter Bowen and Michelle Munro
May 22, 2023 11:00 - 12 minutes - 14.3 MBOn May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both on-stage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. On today’s podcast, our retirement and tax experts Peter Bowen and Michelle Munro discuss the new FHSA or First-Home Savings account - the main highlights of the new investment vehicle and how the F...