The Upside

Global equity markets are creating both opportunity and uncertainty – and knowing where to look matters more than ever. Join Fidelity’s Hannah Klein as she hosts a timely conversation with portfolio managers Max Adelson and Nicolas Bellemare on global equities and the thinking behind the newly launched Fidelity Global Opportunities Long/Short Fund. Recorded on March 5, 2026. 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.   --   Les marchés boursiers du monde entier génèrent à la fois des occasions et de l’incertitude. Plus que jamais, il faut savoir où chercher. Hannah Klein, de Fidelity, s’entretient avec les gestionnaires de portefeuille Max Adelson et Nicolas Bellemare au sujet des actions mondiales et de la vision qui a inspiré le lancement du nouveau Fonds Fidelity Occasions mondiales à positions longues/courtes. Date : 5 mars 2026 Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.

Host Nicole Correale sits down with Denise Chisholm, Fidelity’s Director of Quantitative Market Strategy, for a data‑driven look at one of the oldest questions in investing: Does gold still deserve its reputation as a safe‑haven asset? Denise breaks down what the historical data really shows—across market crises, inflation regimes, and modern volatility—and whether gold continues to act as the strategic buffer investors expect. Recorded on March 10, 2026. 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.   --   L’animatrice Nicole Correale s’entretient avec Denise Chisholm, directrice en chef, Stratégie de marché quantitative chez Fidelity, pour un aperçu des données entourant l’une des plus anciennes questions en matière d’investissement : L’or mérite-t-il sa réputation d’actif refuge ? Denise explique ce que les données nous montrent - à travers les crises du marché, les régimes d’inflation, et la volatilité - et si l’or continue à servir de tampon stratégique.  Date : 10 mars 2026 Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.

Join Madeleine Kaminski, Investment Associate, as she takes you inside the Fidelity Global Natural Resources Fund, managed by Portfolio Managers Darren Lekkerkerker and Joe Overdevest. This fund is designed to give investors exposure to natural resources companies anywhere in the world. Madeleine covers this fund closely and will share unique insights on Darren and Joe’s investing approach, how they uncover opportunities, and why this strategy could be a smart way to diversify and grow your portfolio.  Recorded on March 5, 2026. 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.   --   Joignez-vous à Madeleine Kaminski, adjointe en placements, pour une analyse du Fonds Fidelity Ressources naturelles mondiales géré par les gestionnaires de portefeuille Darren Lekkerkerker et Joe Overdevest. Conçu pour offrir aux public investisseur une exposition aux sociétés de ressources naturelles, ce fonds permet de tirer parti d’occasions partout dans le monde. Découvrez les perspectives uniques de Mme Kaminski, chargée de la couverture étroite de ce fonds, quant à l’approche des gestionnaires pour repérer des occasions. Vous apprendrez également pourquoi cette stratégie peut être un choix judicieux pour diversifier et faire croître votre portefeuille.  Date : 5 mars 2026 Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.

On this special episode of Upside+ originally aired as a YouTube livestream, we bring you an all-in-one guide to Fidelity's ETF line-up, how it could possibly boost your investments, plus hear insights on themes moving the markets, trends in AI, and more. Recorded on February 26, 2026. 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.

Join Étienne Joncas-Bouchard, Fidelity’s Director of ETF and Alternatives Strategy, and Jacqueline Power, Director, Tax and Retirement Research, on the latest episode of The Upside: Ticker Talk to learn more about how ETF distributions are taxed, the difference (if any) on taxation with international equities, and so much more to help you navigate this tax season. 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.

Catch up on the key moments and big stories from February, including which trending investing topics should be on your radar this year. Host Kyle Cheropita counts down the top five FidelityConnects moments from February, featuring portfolio managers, analysts and subject-matter experts sharing actionable insights on market trends and where they see opportunities to help you protect and grow your hard-earned savings.  Recorded on February 25, 2026. 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.

Join Portfolio Manager Reetu Kumra as we mark the two-year anniversary of the Fidelity Canadian Long/Short Alternative Fund. Reetu joins host Emily Anonuevo to share her latest market take, how the fund’s strategy has evolved, and how her role as Director of Research contributes to a disciplined, research driven investing process alongside our analyst team. Recorded on February 19, 2026. 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.

In Part 3 of our ETF mini series, we’re breaking down one of the most misunderstood concepts in modern investing: factors. What are they? Why do they rotate? And how can everyday investors use them without getting overwhelmed? Nicole Correale sits down with Fidelity ETF Strategist Vince Kraljevic to unpack how factors behave, how they fit into a real world portfolio, and how Fidelity’s quant team brings a disciplined, data driven edge to factor investing. Whether you’re curious about momentum, quality, value, low vol, or just want to understand what’s under the hood of your ETFs—this episode gives you a clear, simple, and fun breakdown. In the final session of our ETF miniseries, we’re taking everything covered in parts 1 and 2 and leveling up. Join us for part 3 of 3 as we put the full ETF picture together. Recorded on February 19, 2026. 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.

After breaking down ETF basics in part 1, this next session focuses on how investors can put them to work. Guests Cameron Bruce and Meaghan Chandler join host Kyle Cheropita to define balanced and multi-asset ETFs, discuss how they can serve as core building blocks, and walk through the Fidelity ETF lineup to show which products may be right for different investor needs. They’ll also dig into the fund features behind our All-in-One ETFs and how they can help simplify portfolio decisions. Join us for part 2 of 3 in our ETF mini-series. Recorded on February 12, 2026. 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.

We’re taking a cue from Reddit’s “ELI5” (Explain Like I’m Five) threads and breaking ETFs down to their absolute basics. Our guests, Audrey Kim and Max Naylor, explain what ETFs are, how they work and why they’ve become a go-to choice for many Canadian investors. They cover the core building blocks of a portfolio, walk through simple ways ETFs can help investors get started and give a sneak peek at multi-asset ETFs and all-in-one solutions. Join us for part 1 of 3 in our ETF mini-series. Recorded on February 12, 2026. 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.

February’s market story is unfolding. Fidelity’s Director of Quantitative Market Strategy, Denise Chisholm, joins The Upside to reveal the sector trends, historical patterns, and market correlations that could shape investor decisions this month. Tune in to find out what’s catching attention and why it could matter for your portfolio. Recorded on February 10, 2026. 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.   --   Le scénario économique de février se dévoile peu à peu. Dans cet épisode de la série En avant, Denise Chisholm, directrice en chef, Stratégie de marché quantitative chez Fidelity, analyse les tendances sectorielles, les dynamiques historiques et les corrélations de marché qui pourraient orienter vos décisions de placement ce mois-ci. Découvrez ce qui fait vibrer les marchés et pourrait influencer votre portefeuille. Date : 10 février 2026 Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l’avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l’intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir.

Today, we’re diving into the essentials every Canadian investor should have in their toolkit. Michelle Munro, Director of Tax and Retirement Research, breaks down TFSA and RRSP basics, including how each account works, the key benefits and important deadlines to keep in mind for 2026. Recorded on January 22, 2026. 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.

Join Étienne Joncas-Bouchard, Fidelity’s Director of ETF and Alternatives Strategy, and Sébastien Faucher, ETF Strategist, on the latest episode of The Upside: Ticker Talk to learn more about their reflections on the ETF industry in 2025, the questions you can ask your advisor when switching from mutual funds to ETFs and the themes to look out for in 2026.   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.

Wondering what last week’s Bank of Canada interest rate announcement means for your wallet? Join Fidelity Institutional Portfolio Manager Ilan Kolet as he breaks down the latest move from the BoC and the Fed—and what it could signal for markets in 2026.  Recorded January 29, 2026. 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.

New year, new opportunities? Catch up on the key moments and big stories from January, including what trending investing topics should be on your radar this year.  Host Kyle Cheropita counts down the top five FidelityConnects moments from January—featuring portfolio managers, analysts and subject-matter experts sharing actionable insights on market trends and where they see opportunities to help you protect and grow your hard-earned savings.  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.

Denise Chisholm, Fidelity’s Director of Quantitative Market Strategy joins The Upside for a viewer‑powered conversation. From confusing market moments to those late‑night “wait, what?” questions, Denise tackles the topics you’re most curious about - all driven by questions submitted by you!  Recorded January 20, 2026. 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.

In a world full of investment choices, alternative investments bring something different to the table. Join host Lauren Gardy, Fidelity’s Strategic Sales VP, and special guest Rory Poole, Director of Alternatives, as they recap 2025 and share what’s ahead for 2026. From liquid and less liquid strategies to diversification benefits, discover how alternatives can add extra tools to your investing toolkit and help products behave differently in certain markets.  Recorded January 15, 2026. 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.

What do winning football teams and resilient portfolios have in common? Balance, discipline, and a clear strategy. In this webcast, host Nicole Correale is joined by ETF Strategist Mark Verrilli to break down ETF trends, investor behaviour, and portfolio construction using a football-inspired playbook - helping investors think more clearly about how offense, defense, and special teams can work together in today's market environment.  Recorded January 13, 2026. 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.

What really drove markets in 2025 – and what could shake things up next year? Fidelity’s Director of ETFs, Andrei Bruno, pulls back the curtain on the biggest stories of the year and shares his outlook for 2026. From surprising trends to potential game-changers, don’t miss this deep dive into what’s happened, what’s coming and what it means for your portfolio. Recorded January 8, 2026. 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.

Ever wondered what goes on behind-the-scenes when managing a portfolio? In this episode, Fidelity Portfolio Manager Joe Overdevest takes you on a journey through research trips and company meetings. From uncovering trends in global markets to gaining firsthand insights from industry leaders, Joe shares how he and the Fidelity Canada Investment Management team exchange research notes, develop and foster relationships, prepare for meetings, and maximize their time with C-Suite executives. Recorded December 8, 2025. 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.