Fidelity ETF Exchange podcasts

Listen to Fidelity ETF Exchange podcasts on the go, anytime, anywhere. They are focused on helping you understand exchange-traded funds and how to incorporate them into investment portfolios. Host Étienne Joncas-Bouchard will lead the discussion.

A Quantitative approach to ESG investing with Michael Robertson

In the 12th episode of the Fidelity ETF Exchange – powered by FidelityConnects, co-hosts Étienne Joncas-Bouchard and Katrina Wilson welcome Michael Robertson to the show. Michael is a Quantitative Research Analyst at Fidelity Investments in Boston. In this episode, Étienne & Katrina have an in-depth conversation with Michael on the use of Environmental, Social & Governance criterias in a portfolio management framework. Some of the key topics discussed include the notable trends in ESG investing, how Fidelity evaluates or scores a company’s sustainability, and how advisors and investors should go about choosing the appropriate ESG mandate for their portfolios.

December 18, 2020



Momentum ETFs in focus

Co-hosts Étienne Joncas-Bouchard and Katrina Wilson take a deep dive into Momentum Factor ETFs. This is the fifth and final episode of a five part series called Factors in Focus. Over the past month, Etienne and Katrina offered their outlook on various investment factors, described how they have performed in the past, and most importantly how advisors and investors can incorporate them into their portfolios.

December 1, 2020



Low Volatility Factor ETFs in focus

Co-hosts Étienne Joncas-Bouchard and Katrina Wilson take a deep dive into Low Volatility Factor ETFs. This is the fourth of a five part series called Factors in Focus. In this series, Etienne and Katrina offer their outlook on various investment factors, describe how they have performed in the past, and most importantly how advisors and investors can incorporate them into their portfolios.

November 26, 2020



Value Factor ETFs in focus

Co-hosts Étienne Joncas Bouchard and Katrina Wilson take a deep dive into Value Factor ETFs. This is the third of a five part series called Factors in Focus. Over the course of the coming weeks, Etienne and Katrina will offer their outlook on various investment factors, describe how they have performed in the past, and most importantly how advisors and investors can incorporate them into their portfolios.

November 7, 2020



High Quality Factor ETFs in focus

Co-hosts Étienne Joncas Bouchard and Katrina Wilson take a deep dive into High Quality Factor ETFs. This is the second of a five part series called Factors in Focus. Over the course of the coming weeks, Etienne and Katrina will offer their outlook on various investment factors, describe how they have performed in the past, and most importantly how advisors and investors can incorporate them into their portfolios.

October 8, 2020



High Dividend Factor ETFs in focus

Co-hosts Étienne Joncas Bouchard and Katrina Wilson take a deep dive into High Dividend Factor ETFs. This is the first of a five part series called Factors in Focus. Over the course of the coming weeks, Etienne and Katrina will offer their outlook on various investment factors and how you can incorporate them into your portfolios.

September 17, 2020



ETFs through the mind of an asset allocator

Co-hosts Mike Riccio and Etienne Bouchard interview David Tulk, Global Asset Allocation Portfolio Manager. Topics covered include the use of ETFs in their funds, how they weathered the COVID-19 storm and what is their current macroeconomic outlook.

August 24, 2020



Role of the market maker

Patrick McEntyre, Managing director, electronic trading and services at National Bank, discusses the role of the market maker, key trends to look out for in the Canadian ETF industry as well as best practices when trading ETFs.

August 4, 2020



Fixed-Income ETFs 101

Get an in-depth look at the Canadian fixed-income ETF landscape. Mike and Etienne discuss in detail how you can incorporate these ETFs in your portfolio and some of the key trends in the industry.

July 6, 2020



Thematic investing with Andrew Clee

Andrew talks about thematic investing, which is an investment approach that looks to invest in global mega-trends that could possibly shape the world in the future.

June 24, 2020



ETF myths debunked

Some of the common myths surrounding ETFs that are sometimes misunderstood and simply not true will be discussed.

June 10, 2020



Factor investing with Bobby Barnes

In this podcast, factor investing is discussed. Bobby also explains how quantitative analysts differ from a fundamental analyst, and how his research and analysis of how factors perform throughout the business cycle is used in portfolio construction.

June 1, 2020


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