FidelityConnects Fidelity Canada

On April 18th and April 19th, Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. Today’s podcast features portfolio manager Connor Gordon who co-manages Fidelity’s Global Small Cap Opportunities Fund with Chris Maludzinski. Connor sits down with host Pat Bolland to discuss the fund which launched in 2022. We’ll hear how the fund is managed, how it applies a “go anywhere” approach and seeks the best investment opportunities around the world and is not confined to any specific regions. Connor adds strong security selection is his primary asset in his arsenal and elaborates on the process and how he picks and views stocks.
Recorded on April 18, 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 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 third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

A green economy has become a priority for governments and companies around the world, and investors are listening. As people look for ways to be more sustainable in their everyday lives, sustainable investing is becoming an increasingly important factor to many. Joining the show today are Portfolio Manager Anna Lester and Institutional Portfolio Manager Mike Hagopian, for a look at their sustainable investing methodology, and for an update on the Fidelity Sustainable World ETF and mutual fund. Anna and Mike discuss the evolving regulatory landscape and how it relates to ESG investing, the significance of incorporating scope 3 emissions data, the use of AI and machine learning in sustainable stock selection, and the importance of factors like governance in sustainability evaluations. They give us a look at how they apply their sustainability criteria for stock selection to align investors' ESG values with their financial goals.
 
Recorded on April 23rd, 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 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 third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

On April 18th and April 19th, Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. For today’s podcast, we’re bringing you a discussion from this event, featuring portfolio manager and CIO Andrew Marchese and portfolio manager Reetu Kumra who both sat down with host Glen Davdison. Today we’ll hear how the fund is managed, how it complements other Fidelity alternative funds, and how it harnesses the power and depth of our research team. Reetu notes the fund essentially goes long on buy-rated names and goes short on sell-rated stocks. Andrew adds our research analysts are very good at picking out stocks that we don’t want to own, but he says in most situations those stocks could eventually hold much opportunity.
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 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 third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

Fidelity Director of Global Macro, Jurrien Timmer, is back on the show today to discuss various aspects of the current market landscape and keep you up to date with the economic factors at play. Jurrien and host Pamela Ritchie have a conversation about the importance of earnings and interest rates in shaping market dynamics, with Jurrien highlighting positive trends in earnings growth and potential headwinds from rising bond yields. He notes that despite recent geopolitical tensions, the markets have stabilized, with earnings season well underway and interest rates remaining relatively calm. Jurrien also delves into sentiment indicators like investor surveys, and how they can be used to gauge market sentiment. He explores the potential for a cyclical bull market in commodities and offers insights into the near-term outlook for the economy. 
 
Recorded on April 29th, 2024.
 

Today’s podcast is brought to you by the 2024 Fidelity Retirement Report. For the past 19 years, we have delivered the Fidelity retirement report to provide insights and perspectives that can help you feel better prepared for your retirement, whatever that may look like. This year’s report explores how the rising cost of living is factoring into Canadians’ retirement plans and preparedness. Canadians are still positive about retirement, despite the current economic challenges. Considering these challenges, those with a written retirement plan and those who work with a financial advisor to build their savings are more likely to feel prepared. Head to go.fidelity.ca/retirement to receive the report and insights on how you can better prepare for retirement.
 
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 third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

On 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. Portfolio manager David Way's session from FOCUS is today's podcast. Dave was originally hired in 2008 as a research analyst, then in 2020, now as a portfolio manager, his Fidelity Long/Short Alternative Fund was launched. Today Dave sits down with host Pat Bolland to explain how he is finding the winners and capitalizing on potential losers, in this in this fund that seeks to capture alternative sources of alpha.
Recorded on April 18, 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 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 third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

On 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’s Fidelity Connects podcast brings you portfolio manager Mark Schmehl’s session from the event. Mark, a Fidelity veteran, manages Fidelity Global Innovators Class, Special Situations Fund, Canadian Growth Company, among others. He sits down for a nearly 1-hour discussion with moderator Agnes Doherty to share his current thoughts on the market and areas of interest, including some highlights of a recent research trip overseas.
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 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 third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.