FidelityConnects

2025 has been a transformational year. From trade to geopolitics and to monetary policy, seismic shifts are occurring underneath investors at a breakneck speed. One of these shifts is around crypto, with Washington legitimizing this asset class and technology. How is this new friendly policy crypto movement going to impact the future of investing? To tackle this big question, the tokenization of money and what short, medium and long term impacts investors could expect, we’re joined by equity research analyst Nicholas Everett. Nicholas is at the forefront of financial innovation, covering the U.S. FinTech and financial services sectors.   Recorded on September 12, 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. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

We’re just hours away from rate decision day, with both the Fed and the Bank of Canada holding press conferences today. Last week’s inflation and employment reports suggest a green light for rate cuts across the board. But questions surrounding how current political sentiment is shaping long-term Fed independence still remain. How might the markets react if rate cuts do resume? And looking further down the line, will a change in Fed personnel result in a shift in how monetary policy is fundamentally conducted? Joining today's episode to discuss how these key economic and market factors are contributing to asset allocation decision making is Portfolio Manager and member of Fidelity’s Global asset allocation group, David Wolf. Recorded on September 15, 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. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

We are now less than a week away from next week’s highly anticipated Fed meeting. And with many expecting the Fed to cut rates, curiosity surrounding the size of the cut persists. Joining today's episode to discuss what a US rate cut could mean for the markets, and which sectors are top of mind is Fidelity Director of Quantitative Market Strategy, Denise Chisholm. Recorded on September 11, 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. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.  

After what seems like forever, Parliament resumes in Ottawa next week with no shortage of legislative issues on the agenda. Tariffs, housing, U.S. relations, China, energy, and even a budget. These are only some of the topics that may be tackled in the House this session. And all this following an unprecedented election campaign won by Mark Carney just a few weeks after winning the Liberal Party nomination. So, what can investors and advisors expect from the Fall session? What can they expect from Prime Minister Carney himself? Joining today's show is Andrew Bevan, National Campaign Co-Director for Prime Minister Mark Carney and CEO at Catalyze4. Recorded on September 10, 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. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

With major markets charting different paths to recovery, how might investors assess what many are calling a “K-shaped economy”? Connor Gordon & Chris Maludzinski, Co-managers of Fidelity Global Small Cap Opportunities Fund, join us in studio to share an update on how these diverging market conditions are impacting their investing thesis and how the interest rate environment is affecting their portfolio. They also highlight where they are finding mis-pricing opportunities both in North America and across the globe. Recorded on September 9, 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. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

While the equity bull market remains narrow, with tech leaders directionally powering indices higher, does the rest of the market make sense today? And where in this market do newer assets, or newer asset allocations, take their place in the leaderboard? Where do gold, bitcoin, and bonds of all stripes rank? Does their current placement hold for the months and years ahead, as we settle into a space of fiscal dominance? Today's guest says that the earnings, buybacks and margins stories are indeed underwriting stock strength, despite a chaotic macro-economic picture. Though, there are signs this secular bull market is a maturing one. Joining this episode to share with you his latest research and thoughts is Fidelity’s Director of Global Macro, Jurrien Timmer. Recorded on September 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. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

Canada is facing economic challenges, and U.S. tariff stories continue to develop. How do trade tariffs impact the automotive industry in terms of consumer demand, pricing, and the supply chain?Consumer spending has been weak, but can the increase of defence and government spending be supportive for our economy? How does government spending such as infrastructure investment impact sectors like transportation and housing? Joining this episode to unpack cycles of government spending, and discuss how the auto industry and industrials are being reshaped under the impact of U.S. tariffs, is Equity Research Analyst Robert Reynolds. Recorded on September 5, 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. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

A potential Supreme Court ruling on the Fed’s independence is making headlines - and could reshape how monetary policy is managed in the US. As questions swirl around the Fed’s role and the broader policy landscape, we turn our attention to how investors are responding. Today, we begin with a look at industry flows: from ETFs to mutual funds and portfolio positioning as we head into Fall and the final stretch of the year. We’ll also explore international markets, all in one solutions, and whether today’s environment echoes the 1980s - a time of surging IPOs and housing activity. Joining today's episode to unpack it all is Andrew Clee, Vice President of Product and Managed Accounts. Recorded on September 2, 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. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

Resilience in the face of a once-in-a-century tariff shock has been a defining theme in the markets this year. While company earnings worldwide have held steady, the key questions for investors are: What’s next this fall and into 2026? How will tariffs affect companies going forward? How will they impact different countries, companies, and asset classes? This episode will take a closer look at how the tailwind of artificial intelligence is being balanced against these headwinds - and where opportunities may lie for you. Joining today's episode for a conversation on the state of the markets is Andrew Marchese, Fidelity Portfolio Manager and Chief Investment Officer. Andrew leads a high-performing team of over 100 investment professionals, including portfolio managers, research analysts, traders and more that manage over $100 billion in assets. Recorded on September 3, 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. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

Investors are watching the Fed’s next move very closely. With a softening labor market on one side, and persistent inflation on the other, a big question for the markets is how the largest central bank in the world is “duelling” with its “dual” mandate. To unpack the direction of travel for monetary policy, what it all means for the fixed income landscape, where there are opportunities, and how Fidelity is actively managing its bond strategies for unit-holders, Fidelity Institutional Portfolio Manager Christine Thorpe is joining today's episode to offer her perspectives and outlook. Recorded on August 27, 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. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

With markets now expecting a fed cut in September, many investors are wondering how they might need to "adjust" their portfolios. With this possible new stance from the Fed towards lower rates, the back to office push, and the infrastructure build to support the economy of the future, like data centres, what role can real estate play in your diversified portfolio in this environment and over the long term? And how are tariffs impacting supply chains of builders and major players in the global real estate sector? To unpack the fed cut story and how this might impact various sub sectors, and to give you insights on a topic that almost every Canadian likes to talk about, Portfolio Manager Steve Buller joins today's episode. Steve manages the Fidelity Global Real Estate Fund. Recorded on August 26, 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. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

Three weeks from now, September 17th, is a very ‘live’ Fed decision day. At the Jackson Hole Symposium last week, U.S. Federal Reserve Chair, Jay Powell, opened the door wide to a rate cut at that meeting. However, a marked - and somewhat expected - shift in tone to the Labour side of the Fed’s dual mandate was present. The word “curious” was used to describe labour market traits at this time. Discussion of a cut in September lit equity markets on fire through Friday’s trade. But what do moves in the long bond space tell us? Today's guest says that with all the moving pieces in today's marketplace, the best strategy might be to stick with what you have deployed and not make any sudden moves. Joining today's episode to help put the macro themes - including massive earnings releases later this week - into perspective for you is Fidelity’s Director of ETFs, Andrei Bruno. Recorded on August 25, 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. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

With tariffs, commodity markets, and earnings season surprises making headlines, it seems everything is boiling down to one big question: Is this the beginning of a new era in global trade? And if so, what might global trade 2.0 mean for advisors and investors? Joining today's show to unpack the research and help answer these questions and more is Fidelity Director of Quantitative Market Strategy, Denise Chisholm. Recorded on August 22, 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. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

We’re in the early innings of the tariff impact unfolding. As markets continue to shift, investors are re-evaluating their exposure across geographies, sectors, and asset classes. On this episode, we’ll explore how investors are navigating volatility - and how a lifecycle strategy can help keep clients stay on track toward their retirement goals. We’ll also unpack inflation, tariffs, and currency positioning, and what they mean for retirement-focused portfolios like the Fidelity ClearPath Target Date funds. Joining today's episode to share those insights is Jon Knowles, Institutional Portfolio Manager on Fidelity’s Global Asset Allocation team. Recorded on August 21, 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. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

Canada’s ETF industry continues to evolve, and over the past month, we’ve seen strong interest in international trade and equities, highlighting a growing appetite for global diversification. In particular, there’s been a notable rise in active ETFs, with investors increasingly drawn to their flexibility and potential for outperformance. Recent market activity, including a rally in U.S. equities, has sparked conversations around concentration risk and portfolio construction. Joining today's episode to unpack what’s driving ETF flows, how Fidelity is adapting, and what investors should be watching in the months ahead, is Étienne Joncas-Bouchard, Fidelity’s Director of ETF and Alternative Strategy. Recorded on August 20, 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. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.