Back again for his market outlook is Fidelity’s Director of Global Macro, Jurrien Timmer. In today’s show, Jurrien draws parallels between 1994 and what we’re currently seeing for U.S. rate hikes. Many rate hikes are now being expected for 2022. Interest rates and inflation are the main focus of this week’s show, and Jurrien has been doing a lot of research on the topic. He has a few charts to share, so please head to @TimmerFidelity on Twitter to follow along. Recorded on February 14, 2022. 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 investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

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Jurrien Timmer’s global macro view - February 14, 2022

So, what is the Metaverse, and why are companies investing in it? That’s the question we’ll answer today with Andrew Clee, VP Product, and Meghan Chen, Digital Assets Strategist. Andrew and Meghan explain how the Metaverse is not a video game. It’s a massively scaled virtual 3D reality that is infinite, with users interacting, and being able to make transactions, game, shop, attend concerts and more. Andrew and Meghan look at why both users and companies are interested, where is the money in the Metaverse, and where it will grow from here. Part two of this discussion will be released soon - subscribe to not miss it! Recorded on February 9, 2022. 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 investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

What is the Metaverse and why are companies investing in it - Part 1 - Andrew Clee and Meghan Chen

Nicole Connolly, portfolio manager of Fidelity Women’s Leadership Fund, is today’s guest. Nicole shares that as time goes by, more and more consumers are starting to care a lot more about sustainability, and that evidence is mounting that ESG can be a good long term investment strategy. Nicole is sticking to her process and investing in quality as a long-term strategy for Women’s Leadership Fund – which focuses on investing in companies that prioritize and advance women’s leadership and development. Also discussed today are ESG flows in 2021, clean energy, carbon credits, supply chains, and what pieces of Build Back Better in the U.S. should investors be keeping an eye on. Recorded on February 8, 2022. 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 investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

ESG trends shaping the industry - Nicole Connolly

Andrew Marchese is today’s FidelityConnects podcast guest. Andrew is Chief Investment Officer and Portfolio Manager of Fidelity Canadian Disciplined Equity® Fund, as well as two private pools. Andrew’s 24 year’s of industry experience shines through in today’s discussion as he unpacks the key themes he sees ahead for both Canadian and global markets, and reflects on why we’ve seen market volatility so far this year. He also shares, with host Pamela Ritchie, how he and the Fidelity Canada portfolio managers adapt and prepare for what's next. Recorded on February 9, 2022. 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 investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Navigating uncertainty: Perspectives from an astute CIO - Andrew Marchese

Portfolio manager Adam Kramer and Institutional Portfolio Manager Scott Mensi are today’s guests. Adam is portfolio manager of Fidelity Tactical High Income Fund, with the team rounded out by Scott and subportfolio managers Ramona Persaud and Ford O’Neil. Today Adam and Scott share their investment approach with host Pat Bolland, explaining their strategy and what opportunities they are currently seeing in the multi-asset income space. This includes a focus on taking advantage of selloffs where too much bad news is priced in and the market has mispriced risk. They take a flexible approach, noting how the leaders in asset classes change each year, and they aim to adapt accordingly. Also on the topic of flexibility, the fund is U.S. centric but has the ability to go anywhere. Recorded on January 26, 2022. 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 investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Balancing income and risk: A tactical approach - Adam Kramer and Scott Mensi

David Wolf, David Tulk, and Ilan Kolet are today’s panel guests, speaking with host Pat Bolland. The Global Asset Allocation team oversees of $83B in multi-asset funds for Canadian investors. These funds, including the Fidelity Managed Portfolio suite, have various mandates and strategic allocations, resulting in many choices for individual investors. Today the panel shares the differences between their funds and how the funds are assembled. Also, how they see the current market landscape, and portfolio positioning in 2022. This Includes continuing to monitor inflation, and looking to protect against inflation concerns. Other topics discussed today include geopolitics, emerging markets, supply chain concerns, and the fixed income market. Recorded on January 26, 2022. 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 investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Asset allocation highlights: A global perspective - David Wolf, David Tulk and Ilan Kolet

Director of Global Macro, Jurrien Timmer, is back for his weekly look at the markets. Jurrien and host Pamela Ritchie discuss how the market expectations for Fed tightening have really ratcheted up of late. Also, looking at the overall business cycle, Jurrien shares that at some point the cycle will be mature enough that investors will need to look at quality. Jurrien also looks at the labour market, and shares data showing how Corporate Insiders have increased the buying of their own stock recently, which also draws some interesting parallels to history. @TimmerFidelity on Twitter to follow along with Jurrien’s charts. Recorded on February 7, 2022. 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 investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Jurrien Timmer’s global macro view - February 7, 2022

We’re joined today by Denise Chisholm, Director of Quantitative Market Strategy, for another instalment of her sector watch, where she will take us through the factors and sectors to pay attention to. Central banks continue to grapple with rapidly rising inflation not seen in decades, and we’ve seen a rotation into value this year, so there is a lot to unpack. In addition to market leadership, sectors, and factors, Denise and host Pamela Ritchie also discuss market psychology, how crypto and digital assets fit into the discussion, and dividends and buybacks. Denise notes that when you look at the relative valuation of dividend yielding stocks, they are the cheapest they've ever been. Recorded on February 3, 2022. 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 investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Denise Chisholm’s sector and factor perspectives - February 3, 2022

Between surging inflation, rising interest rates, and the return of volatility, investors are wondering where there may be opportunities in the current market environment. Portfolio manager of U.S. Focused Stock Fund, Steve DuFour, shares his outlook ahead for U.S. equities in 2022, and discuss what sectors and themes may offer positive long-term growth opportunities. Steve also explains his meticulous approach for finding companies to include in his concentrated fund, reflects on the market activity we’ve seen so far in 2022, and discusses the metaverse, transportation, and health care, among other topics. Recorded on February 2, 2022. Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_fidelityconnects_dufour_02feb.pdf 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 investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

U.S. large-cap opportunities during inflationary times - Steve DuFour

Portfolio manager Patrice Quirion takes us through his investment approach to finding quality at a reasonable price. For Canadian investors, Patrice manages Fidelity Global Concentrated Equity Fund, and Fidelity International Concentrated Equity Fund. Patrice reflects on 2021 and shares his current strategy looking ahead at 2022’s market environment, noting there are similarities and differences between the two years. Some of this is the reopening trade with anticipations turning into actual events taking place, and the renormalization of spending, away from goods and more into services. Being a global investor, Patrice also shares why investors should be looking beyond the U.S. Patrice unpacks if the pandemic permanently changed consumer behaviours, and touches on how he looks at market trends and leadership, as a contrarian investor. Recorded on January 26, 2022. 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 investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Finding quality at a reasonable price in 2022 - Patrice Quirion

Factors are in focus on today’s podcast, with our guest Bobby Barnes, Head of Quantitative Index Solutions at Fidelity. Bobby shares that with a potential economic slowdown in 2022, value does not have the same tailwind it traditionally would have in a rising rate environment. When it comes to growth, Bobby believes it’s very important in 2022 to bifurcate growth and look at quality growth and speculative growth separately. Bobby and host Pamela Ritchie also discuss the rebalance of momentum towards higher quality names, inflation, financials, and themes tied to energy including clean energy and government support. Recorded on January 28, 2022. 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 investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Factors in focus: Q1 2022 - Bobby Barnes

For Canadian investors, portfolio manager Steve MacMillan manages Fidelity Small Cap America Fund, Fidelity American Equity Fund, and is a portfolio co-manager on Fidelity CanAm Opportunities Class alongside Mark Schmehl. On today’s show, Steve discusses his investment style with host Pamela Ritchie. This consists of a low turnover, long-term approach that protects on the downside. Steve also reflects on market psychology and the growth vs. value debate. Also, Steve discusses how inflation, rising rates, supply chain issues, labour concerns, and other macro factors, may or may not affect how he invests. Recorded on January 26, 2022. 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 investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

The upside to downside protection - Steve MacMillan

If you’ve listened to our podcast before, portfolio managers Jeff Moore and Michael Plage should be familiar voices, as they bring their portfolio management experience to countless Fidelity fixed income funds for Canadian investors. Today they’ll discuss fixed income investing and generating yield in today’s evolving and ever-changing market environment. Jeff and Mike will also introduce the new Fidelity Tactical Credit Fund. In a yield starved environment, investors have had to take on more risk to generate a reasonable yield. Fidelity Tactical Credit Fund invests in a diverse range of fixed income securities and sectors, with the ability to tactically enhance yield and lower interest rate risk through unique credit opportunities at their discretion. Recorded on January 26, 2022. 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 investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Fixed income investing in an evolving world - Jeff Moore and Michael Plage

Fidelity Investments Canada is proud to offer a wide-range of ETF products. The lineup has grown over the last 3 years and now includes factor based ETFs, All-in-One ETFs and Fidelity Advantage Bitcoin ETF, which offers exposure to bitcoin through the first Canadian regulatory approved digital asset custodian, Fidelity Clearing Canada. Joining host Pamela Ritchie today is Vivian Hsu, Meghan Chen and Reetu Kumra. They reflect on the record-breaking year the ETF industry had in Canada in 2021 and discuss what’s next for 2022. Also, the panel looks at the range of ETF products offered by Fidelity Canada, and dives into bitcoin and the blockchain technology. This includes looking at bitcoin’s place in the market, addressing common criticisms, and seeing how a bitcoin allocation could fit into a traditional portfolio. Recorded on January 26, 2022. 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 investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

Discovering a world of opportunities with ETFs - Vivian Hsu, Meghan Chen and Reetu Kumra

Speaking to us from Hong Kong is Catherine Yeung, Investment Director at Fidelity International. Today we’re looking at what’s ahead in the Year of the Tiger, with Catherine sharing her insights on Chinese and Asia-Pacific markets. Catherine believes that China’s markets are expected to outperform other emerging and developed markets this year, since they corrected in the second half of 2021. But, there could be volatility this year with the nation still pursuing a COVID zero strategy. Catherine also touches on current opportunities that Jing Ning is paying attention too. Jing manages Fidelity China Fund for Canadian investors. Among other insights today, Catherine shares how consumers have saved a lot of money during lockdowns these past two years, and it’s believed the key to boosting the economy is improving consumer sentiment so these savings are spent. Recorded on February 1, 2022. 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 investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

China and Asia-Pacific Outlook: What’s ahead in the Year of the Tiger - Catherine Yeung

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