FidelityConnects Fidelity Canada

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. For today’s podcast, we’re bringing you a discussion from this event, featuring portfolio manager Ramona Persaud, sitting down with host Glen Davidson. Ramona manages several dividend strategies including Fidelity U.S. Dividend Fund, and Tactical High Income Fund, among others. Morningstar has described Ramona as quote “she never rests on her laurels; instead, her drive to improve paired with the analytical rigor she applies to her process have led to continued excellence”. We’ll hear today how Ramona manages her several dividend strategies with a continued focus on downside protection.
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.

In this episode of the Fidelity ETF Exchange, host Étienne Joncas Bouchard welcomes Vince Kraljevic to the show. Vince is an ETF Strategist at Fidelity Canada, and in this episode Etienne and Vince break down all the notable trends in Q1 of 2024. Flows in the Canadian ETF industry continued their strong momentum in Q1, bringing in a total of $13.8B in assets. Some of the notable headlines include a roaring return for equities with inflows of $10.2B, but only $145M going towards Canadian equity mandates. On the fixed-income side, High-Interest-Savings-Fund ETFs have started to show signs of slowing down as investors increase their risk appetite. Lastly, the cryptocurrency category broadly saw outflows in Canada, in conjunction with the approval by the SEC for U.S. listed spot Bitcoin ETFs.
Recorded on April 23, 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.

Today on the show, we welcome dividend investor Don Newman. Don gives an update on the dividend landscape noting that dividends are currently thriving in the economy and where he sees them heading in the next few months. Don notes stability in the economy has led to most companies being in good financial standing. Interest rates remain sticky plus the number of expected rate cuts have reduced leading to a more favourable market sentiment. Don suggests this has also led to a Goldilocks scenario where the economy remains stable, inflation decreases slightly, and the stock market benefits. He adds historically low interest rates have punished savers, forcing them into riskier investments for higher returns. However, dividend stocks remain attractive, especially during rate cuts, as their yields remain stable or even increase over time.  As rates decrease, dividend yields become comparatively more attractive than other investment options. Don says this trend is expected to continue, making dividend stocks a promising choice for investors.
 
Recorded on April 9, 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.

Jurrien Timmer, Fidelity's Director of Global Macro, is back on the show today to discuss the current state of the markets and the economic factors affecting them. Jurrien points out that while markets frequently experience drawdowns, it's important to see these movements in context. For example, the S&P 500's recent 6% drop follows a significant rally. He speaks to the role of rising interest rates and their impact on market dynamics, highlighting a shift in the stock-to-bond correlation from negative to positive, which historically indicates less favorable conditions for equities. He also addresses the shift in investor expectations regarding the Fed's policies, noting the resilience of the economy despite high rates and persistent inflation, which suggests that the current monetary policy might be less restrictive than it appears. He also elaborates on the implications of earnings forecasts, particularly for big tech companies, suggesting that these firms are less sensitive to rate fluctuations due to their substantial cash reserves. He also suggests that while the equity market has shown signs of broadening, investors should maintain a long-term perspective despite potential short-term declines.
 
Recorded on April 22nd, 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.

Today on the show, we welcome Portfolio Manager Kyle Weaver. He provides an update on where he is finding growth investment opportunities in U.S. equity markets. Kyle discusses the early recognition of AI potential and its diverse applications, including coding languages and its various generative capabilities. Kyle explains his strategy of balancing growth and value, stating that the best way to find value is through identifying growth stocks that are undervalued over time. The investment approach utilizes a spectrum of targets, including growth stocks, index-based growth companies, and out-of-benchmark value stocks. The key metric is free cash flow per share growth, which is considered a fundamental indicator of a company’s future value within the strategy. This demonstrates its importance alongside traditional top-line growth metrics.
  
Recorded on April 4th, 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.

ETF strategist Étienne Joncas-Bouchard joins the show today to discuss the latest trends in the ETF industry. Étienne notes Canada's innovation in ETFs, including offerings like crypto, and how his team stays ahead by reacting to market changes. He discusses factors like quality and momentum when it comes to navigating market cycles, alongside the role of All-In-One ETFs in providing diversified exposure. He also explains the inclusion of Bitcoin in ETF portfolios, highlighting that this is a strategic decision based on diversification benefits and risk-adjusted returns. The conversation also touches on the blurring lines between active and passive management within ETFs, the emergence of factor-based strategies, and the structure, asset allocation, and rebalancing mechanisms of Fidelity's All-In-One ETF portfolios. Overall, he emphasizes the dynamic nature of ETFs and the importance of strategic allocation in a changing market landscape.
 
Recorded on April 3rd, 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.