FidelityConnects Fidelity Canada

Director of Quantitative Market Strategy Denise Chisholm is back on the program to share her insights and perspectives on the global markets. Denise speaks to host Bryan Borzykowski about the top sectors she’s seeing in the market right now. Those sectors include consumer discretionary, financial services, and mid-cap industrials and materials, specifically metals mining. She says it may be a good idea for investors to move their investments from the energy sector and into metals and mining. Denise also comments on a potential recession in 2023. She says a lot of people are using the inverted yield curve to predict a light recession next year, but the issue there she says is there are a lot of tailwinds to combat the headwinds we are experiencing right now, which makes it difficult to predict how everything is going to play out in 2023.
Recorded on November 30, 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. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, host Étienne Joncas Bouchard welcomed Bobby Barnes to the show. Bobby is Head of Quantitative Index Solutions at Fidelity Investments. In this episode, our panel provides a recap of equity markets from a factor perspective for 2022. Some of the key topics discussed include a review of where we are in the market/economic cycle, which factors worked and didn’t work over the past year, and how to use factor ETFs to diversify the equity sleeve of a portfolio. The panel also discussed potential positioning for a challenging year ahead in 2023.
Recorded on November 29, 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. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Inflation, travel restrictions and the global supply and demand crisis are all issues affecting retired Canadians and or those individuals thinking about retirement. Today we take an in-depth look into Fidelity’s 2022 Retirement Report with Michelle Munro, Director, Tax and Retirement Research. Host Quinn Flaherty, Manager, Editorial Content, asks Michelle to dive into the long-term insights, trends, and information about what Canadians are experiencing. Overall, Canadian are focused on retirement and saving up for retirement. Although the media pushes the idea that individuals are unsure, anxious and unprepared; according to the report, Canadians are optimistic, prepared and confident. The report also highlights 5 key risks: inflation, longevity, asset allocation, withdrawal rate, and health care risks.Other insights from the report include having a very strong financial plan to battle inflation. Recognizing your cash inflows and outflows and incorporating resilient asset types into your investment portfolio.
Recorded on November 29, 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. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

On today’s episode, we’re putting financials in focus with Nicolas Bellemare, equity research analyst. Nic unpacks various topics including the upcoming rate announcement by the Bank of Canada and the earnings reports from major Canadian banks set to be released soon. Nic also talks about issues around funding, capital and the credit cycle. Additionally, what a recession could mean for Canadian banks, and what a slowing housing market could mean for our overall financial sector. He also shares what opportunities he’s seeing for Canadian banks and what other opportunities there are in other financial sub sectors.
Recorded on November 25, 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. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

2022 has been a rough year for the technology sector; the tech-heavy Nasdaq Composite Index has plunged 27.9% year to date. With rising interest rates and record-setting inflation, a number of large cap companies missed earnings expectations and laid off thousands of employees. Healthcare on the other hand, while down around 2% year to date, has grown faster than the overall economy, and remains attractive to investors. Will the downturn in the tech sector carry over into the new year? And how might healthcare hold up in 2023? Fidelity Equity Research Analysts Max Adelson and Evan Zehnal join host Pamela Ritchie today, to discuss what investors could expect from healthcare and technology in the months ahead both in Canada and worldwide. Max and Evan note that Canadian markets year-to-date have been impacted by changes south of the border, and that many of Canada’s large healthcare companies make their business in the U.S. They’ll also look at how cybersecurity is affecting tech and look at software subscription models, e-commerce trends, and more.
Recorded on November 24, 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. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

As 2022 comes to a close, Tom Stevenson, Investment Director, Fidelity International, is back on the FidelityConnects today as he rounds out the year and discusses what investors can look forward to in 2023. He also gives a global outlook on what is currently happening in world markets. He says Europe including the UK is in a recession or at least showing signs it is headed into a recession, but he says it will be a much shallower recession than expected. He points out that government bonds look really interesting at this point. For him, the principal driver of the turn of the markets is bond yields. He believes the focus at the start of the turn will be in the bond market, specifically in the government bond market. Tom says green energy is another sector to look out for and believes it is the most secure long-term investment in his mind. Among other topics, Tom also comments on US-China relations and the commodity super cycle and what it could mean for the UK.
Recorded on November 23, 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. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.