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FidelityConnects

Connecting you to the world of investments to help you stay ahead. Expand your investing horizons with access to experts when you need them. Listen to FidelityConnects podcasts on the go, anytime, anywhere! Also, visit www.fidelity.ca to register for live interactive webcasts.

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Last Episode Date: 26 July 2024

Total Episodes: 200

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26 July 2024
U.S. presidential election: What it means for Canada – David MacNaughton, former Canadian Ambassador to the United States

With the U.S. presidential election just three months away, and the incumbent president stepping down as the Democratic nominee, the race for the White House has taken quite the turn. So how does this race shape up now in terms of the global economy? What will it mean for tr...

45 min
25 July 2024
Jurrien Timmer's global macro view – July 22, 2024

US equity markets bounced back at the start of this week following Friday's global IT outage that impacted several industries, and President Joe Biden's decision to drop out of the presidential race has some feeling a greater sense of uncertainty in the markets as the electi...

29 min
24 July 2024
Tech talk: Harnessing the benefits of AI – John Bradley

Hello, and welcome to FidelityConnects, A Fidelity Investments Canada Podcast. Connecting you to the world of investing, and helping you stay ahead. Today, John Bradley, Director of Emerging Technologies, sits down with host Pamela Ritchie to discuss the benefits of artifici...

30 min
23 July 2024
Third-quarter dividend investing outlook – Don Newman

Portfolio Manager Don Newman joins the program and sits down with host Pamela Ritchie to discuss the investing outlook for Q3. Don talks about the impact of cooling inflation on dividend stocks, interest rates, and the overall market rotation. Don provides insights on sector...

30 min
22 July 2024
Investing with conviction in Fidelity U.S. Focused Stock Fund – Steve DuFour

Today on the program, we speak to long-time portfolio manager Steve DuFour who manages the U.S. Focused Stock Fund. Steve shares his perspectives the current inflationary environment, the earnings cycle, and what the upcoming presidential race could mean for the US economy. ...

30 min
20 July 2024
Global asset allocation perspectives – Ilan Kolet

With Canada’s annual inflation rate cooling, CPI falling to 2.7 percent in June and slower growth all around, how will this affect the Bank of Canada’s next move? Institutional portfolio manager, Ilan Kolet sits down with host Pamela Ritchie and shares his thoughts on in...

29 min
19 July 2024
Jurrien Timmer's global macro view – July 15, 2024

Fidelity Director of Global Macro Jurrien Timmer is back on the show today to share his latest market thesis, and the macro themes moving markets this week. Jurrien emphasizes that recent economic indicators, including the CPI and jobs reports, suggest that the Federal Reser...

30 min
18 July 2024
Emerging markets key drivers for the second half of 2024 – Abhijeet Singh

Institutional Portfolio Manager Abhijeet Singh joins the show today to take us through the current landscape of emerging markets around the world, and to discuss the investment themes shaping Fidelity Emerging Markets Fund. Abhijeet points out that a potential U.S. rate cut ...

29 min
17 July 2024
Denise Chisholm's sector and factor perspectives – July 11, 2024

In today’s episode, we are once again joined by Director of Quantitative Strategy, Denise Chisholm, to discuss sector trends, market movements, and crucial topics in the investing industry. With the recent CPI number out, Denise believes a rate cut is likely. The latest da...

27 min
16 July 2024
Value investing in focus – Morgen Peck

Today, we are joined by Portfolio Manager, Morgen Peck, to discuss value investing, opportunities in the international markets, and how the Global Intrinsic Value team co-manages their fund. Morgen begins by describing the Global Intrinsic Value fund as a co-managed fund tha...

29 min
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