FidelityConnects Fidelity Canada

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.

On today’s podcast, we’re bringing you another installment of our “Behind the Numbers” series, featuring portfolio manager Connor Gordon. 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. Today Connor shares his story of what first got him interested in investing, which lead to 15 years now with Fidelity, including managing Fidelity Global Small Cap Opportunities Fund since September 2022, alongside Chris Maludzinski.
 
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 today’s show we’re unpacking the various factors driving the bitcoin and digital currencies conversation. Sitting down with host Pamela Ritchie is Andrew Clee, VP Product, as he discusses recent trends in digital currencies, the different players in the market and regulatory changes that could have implications for the asset class, and what this could mean for investors. Looking at bitcoin specifically we’ve seen new highs this year, but historically volatility as well. From early adopters, to hodlers, to retail and more, there is a lot to unpack today.
Recorded on April 2, 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 program, we welcome back Paul Ma, Vice president and lead portfolio strategist. He talks about where we are in the business cycle and what this means for portfolio construction. Paul comments on a running theme in the markets right now that he says is the “fear of missing out.” He believes investors will look back on the market last year where US equities were up 26 percent and not want to miss on that this year. He says inflows are now into equity.  If investors have missed out on a previous rally, clients are more willing to put forth their money because they do not want to miss out again.  He adds people are getting more comfortable with the fact that the Fed wants to cut rates. The key thing now is not how many times the Fed will cut, but that they are at a point of pausing, which indicates they are soon ready to cut. Paul says this makes it a great time to invest. Paul says the recession numbers are slightly above consensus. Therefore, quality is a better option right now than growth. The market right now is in a good place, where GDP is around 2% and inflation around 3, so until inflation changes, quality is the better choice. 
 
Recorded on April 2, 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 Director of Quantitative Market Strategy Denise Chisholm. She brings her unique insights and perspectives on the sectors to watch in the global markets. Denise talks about the recent Baltimore Key Bridge Collapse may not be as significant as perceived in news headlines, despite the severity of the incident. For instance, while Baltimore has been a significant port for auto deliveries, most auto imports come from Mexico and Canada with available alternative ports in addition to that. Overall, this downplays the potential inflationary or economic growth impacts that are being speculated, estimating a relatively small effect on GDP growth. Denise also assesses current opportunities that she has found with regional banks, large banks, capital markets and brokers all showing considerable strength, apart from insurance companies. There is a bit more concern surrounding commercial real estate especially in terms of office exposure, although the risk-reward ratio might still turn out positive. Despite the changes in this sector, there are also potential opportunities in real estate ETFs.
Recorded on March 28, 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.