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Our live, interactive webcast series gives you frequent and direct access to insights from Fidelity’s subject-matter experts on trending issues that affect you and your clients.

Please send your suggestions for topics and questions to fidelity.connects@fidelity.ca

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We submit all our live webcast content to regulatory organizations for CE accreditation. In order to qualify for a certificate, you must be registered individually and watch the entire length of the webcast. Eligible attendees of live webcasts will be emailed a certificate once the content has been approved. Shorter webcasts do not meet the minimum requirement of 60 minutes for CE credits from the CSF, IQPF or ICS.

To watch webcast replays for CE credits and for additional CE content visit our CE Credits page.

 

Earth Week: Finding ESG winners and losers – Fidelity’s equity analyst panel

Join Fidelity’s equity analyst panel for a focused discussion on how they evaluate and look at companies from an ESG perspective.

Date: Friday, April 23, 2021

Time: 11:30 a.m.–12:00 p.m. ET

(advisor login required)

Earth Day: Finding ESG alpha with Ramona Persaud

Join global dividend investor Ramona Persaud for a special Earth Day webcast as she explores finding alpha through an ESG lens.

Date: Thursday, April 22, 2021

Time: 11:30 a.m.–12:00 p.m. ET

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Jeff Moore: Fixed Income Monthly - Focus on ESG

Every month, portfolio manager Jeff Moore brings his unique perspectives on global fixed income markets, using a multi-sector lens. This month he welcomes special guest Dan Tremblay, head of ESG fixed income investing for Fidelity. 

Date: Wednesday, April 21, 2021

Time: 11:30 a.m.–12:00 p.m. ET

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Federal Budget 2021: From politics to policy – Fidelity’s in-depth analysis

Interactive panel discussion with special guest Mike Van Soelen, Managing Principal, Navigator, on the politics and policies of the 2021 Federal Budget that will affect you and your clients.

Date: Tuesday, April 20, 2021

Time: 11:00 a.m.–12:00 p.m. ET

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Jurrien Timmer: The global macro view – April 19, 2021

Start your week with leading analysis in your corner. Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next.

Date: Monday, April 19, 2021

Time: 11:30 a.m.–12:00 p.m. ET

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Direct from London with Tom Stevenson

Investment Director Tom Stevenson provides the view from Europe, including the impact of the vaccine rollout, global trade and economic policies.

Date: Friday, April 16, 2021

(advisor login required)

Replay coming soon

Denise Chisholm: Sector Watch

Sector Strategist Denise Chisholm brings her unique insights and perspectives on the sectors to watch in global markets.

Date: Thursday, April 15, 2021

(advisor login required)

Replay coming soon

Dan Dupont shares his thoughts

Portfolio Manager Dan Dupont discusses his views on investing in Canada and globally in 2021.

Date: Wednesday, April 14, 2021

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Replay coming soon

 

ClearPath: From rolldown to asset allocation

Ruthann Pritchard, Institutional Portfolio Manager, discusses the investment thesis and mechanics of the rolldown strategy and current asset allocation themes in the Fidelity ClearPath® Portfolios.

Date: Tuesday, April 13, 2021

(advisor login required)

 

Jurrien Timmer: The global macro view – April 12, 2021

Jurrien Timmer, Fidelity’s Director of Global Macro, shares his thoughts on what’s moving the markets around the world, to help you be better prepared for what may be next.

Date: Monday, April 12, 2021

(advisor login required)

 

From value to momentum: Factors at play

As we enter the second quarter, different sectors and industries may benefit from an acceleration of the vaccine rollout throughout 2021. Bobby Barnes, Head of Quantitative Index Solutions, and Vivian Hsu, Director, ETFs and Liquid Alternatives, discuss the implications for factor investing.

Date: Friday, April 9, 2021

(advisor login required)

 

International growth in focus

Portfolio Manager Jed Weiss looks at the global industries and sectors primed for recovery as economies find themselves in different stages of the reopening trade.

Date: Thursday, April 8, 2021

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CIO perspectives: Second-quarter outlook with Andrew Marchese

Andrew Marchese, CIO and Portfolio Manager, reflects on market trends through the first quarter and discusses how he is approaching the second quarter and the year ahead.

Date: Wednesday, April 7, 2021

(advisor login required)

 

What’s next for U.S. growth?

Institutional Portfolio Manager Tom Rollins provides an update on Fidelity U.S. Growth Opportunities Class and what to look for as the vaccine rollout accelerates in the U.S.

Date: Tuesday, April 6, 2021

(advisor login required)

 

Read the podcast transcripts pdf

Jurrien Timmer: The global macro view – April 5, 2021

Jurrien Timmer, Fidelity’s Director of Global Macro, shares his thoughts on what’s moving the markets around the world, to help you be better prepared for what may be next.

Date: Monday, April 5, 2021

(advisor login required)

 
 

Denise Chisholm: Sector Watch

Sector Strategist Denise Chisholm brings her unique insights and perspectives on the sectors to watch in global markets.

Date: Thursday, April 1, 2021

(advisor login required)

 

Read the podcast transcripts pdf

Rethinking alpha generation and portfolio diversification

Portfolio Manager David Way discusses opportunities in liquid alternatives as an emerging asset class.

Date: Wednesday, March 31, 2021

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Long-term leaders: Adapting to the potential reopening trade

Read the podcast transcripts pdfIntroducing Fidelity Long-Term Leaders Fund. Charlie Hebard and Michael Kim discuss the importance of identifying and assessing long-term industry leaders worldwide, and where they fit within a portfolio.

Date: Tuesday, March 30, 2021

(advisor login required)

 

Read the podcast transcripts pdf

Jurrien Timmer: The global macro view – March 29, 2021

Jurrien Timmer, Fidelity’s Director of Global Macro, shares his thoughts on what’s moving the markets around the world, to help you be better prepared for what may be next.

Date: Monday, March 29, 2021

(advisor login required)

 

Read the podcast transcripts pdf

Global asset allocation perspectives

Institutional Portfolio Manager Ilan Kolet shares his thoughts on global asset allocation, from investing in international markets to diversifying bond holdings.

Date: Friday, March 26, 2021

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Denise Chisholm: Sector Watch

Sector Strategist Denise Chisholm brings her unique insights and perspectives on the sectors to watch in global markets.

Date: Thursday, March 25, 2021

(advisor login required)

 

Q&A with Mark Schmehl

Watch an insightful discussion with Portfolio Manager Mark Schmehl.

Date: Wednesday, March 24, 2021

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Wealth management in Canada

Carlos Cardone, Senior Managing Director, Investor Economics, discusses trends that could shape the Canadian wealth management industry in 2021 and beyond.

Date: Tuesday, March 23, 2021

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Jurrien Timmer: The global macro view – March 22, 2021

Jurrien Timmer, Fidelity’s Director of Global Macro, shares his thoughts on what’s moving the markets around the world, to help you be better prepared for what may be next.

Date: Monday, March 22, 2021

(advisor login required)

 

Read the podcast transcripts pdf

Allocating across global asset classes in volatile markets

Portfolio manager Ayesha Akbar shares her 2021 global asset allocation outlook.

Date: Friday, March 19, 2021

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Natural resources: From oil and gas to renewables

Portfolio managers Joe Overdevest and Darren Lekkerkerker share how they are looking at global natural resources, one of the most hotly debated topics in 2021.

Date: Thursday, March 18, 2021

(advisor login required)

 

Jeff Moore: Fixed Income Monthly

Every month, portfolio manager Jeff Moore brings his unique perspectives on global fixed income markets, using a multi-sector lens.

Date: Wednesday, March 17, 2021

(advisor login required)

 

Read the podcast transcripts pdf

The global consumer: Spender or saver?

Portfolio manager Aneta Wynimko discusses the new global consumer landscape, where consumer spending is taking place and how that might change following the vaccine rollout.

Date: Tuesday, March 16, 2021

(advisor login required)

 

Read the podcast transcripts pdf

Jurrien Timmer: The global macro view – March 15, 2021

Jurrien Timmer, Fidelity’s Director of Global Macro, shares his thoughts on what’s moving the markets around the world, to help you be better prepared for what may be next.

Date: Monday, March 15, 2021

(advisor login required)

 
 

Direct from London with Tom Stevenson

Investment director Tom Stevenson provides the view from Europe, including the impact of the vaccine rollout, global trade and economic policies.

Date: Friday, March 12, 2021

(advisor login required)

 

Read the podcast transcripts pdf

Dividend-paying companies: The search for yield

Don Newman, portfolio manager of Fidelity Dividend Plus Fund, discusses the outlook for dividend-paying companies and dividend yields as the environment begins to change with the rollout of the vaccine.

Date: Thursday, March 11, 2021

(advisor login required)

 

Read the podcast transcripts pdf

Steve DuFour: U.S. markets in focus

Steve DuFour, portfolio manager of Fidelity U.S. Focused Stock Fund, discusses his view on U.S. equity valuations in this market and where he is finding opportunities.

Date: Wednesday, March 10, 2021

(advisor login required)

 

Read the podcast transcripts pdf

Portfolio construction series: Second‑quarter themes to watch

Andrew Clee, VP of Product, and Paul Ma, VP and lead portfolio strategist, weigh in on portfolio construction themes that have emerged in the early part of the year, including factor and ETF strategies to consider.

Date: Tuesday, March 9, 2021

(advisor login required)

 

Read the podcast transcripts pdf

Denise Chisholm: Sector watch

As the vaccines continue to be rolled out, Denise Chisholm looks at what it means for sector and factor investing.

Date: Monday, March 8, 2021

(advisor login required)

 

Read the podcast transcripts pdf

Global real estate outlook

Steve Buller, portfolio manager of Fidelity Global Real Estate Fund, discusses the impact of COVID-19 on global commercial real estate since the beginning of the year, as well as the catalysts to look for as we head into the second quarter of 2021.

Date: Friday, March 5, 2021

(advisor login required)

 

Read the podcast transcripts pdf

Canadian economy and markets: A look ahead

Fixed income portfolio manager Sri Tella discusses global trade, government debt levels, low interest rates and their impact on Canadian investors.

Date: Thursday, March 4, 2021

(advisor login required)

 

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David Tulk: Global asset allocation outlook

Portfolio manager David Tulk explores global asset allocation as we look ahead to the second quarter of 2021.

Date: Wednesday, March 3, 2021

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Read the podcast transcripts pdf

Jurrien Timmer: The global macro view - March 1, 2021

Fidelity’s Director of Global Macro, Jurrien Timmer, takes a closer look at investors’ response to the ongoing COVID-19 crisis and other factors influencing market expectations and reactions.

Date: Monday, March 1, 2021

(advisor login required)

 

Read the podcast transcripts pdf

Catherine Yeung: Asia-Pacific equity outlook

Investment director Catherine Yeung takes a close look at trade in the region and the progress and impact of the vaccine rollout, as well as other key factors affecting the success of Asia’s economic recovery.

Date: Friday, February 26, 2021

(advisor login required)

 

In focus: From value to global small caps

Institutional portfolio manager Naveed Rahman shares his outlook on investing in global small caps and describes fund positioning in Fidelity Global Intrinsic Value Class.

Date: Thursday, February 25, 2021

(advisor login required)

 

Read the podcast transcripts pdf

Hugo Lavallée: Investing in Canada through the vaccine rollout

Portfolio manager Hugo Lavallée shares his contrarian viewpoint as markets and economies adapt to living in the time of COVID-19.

Date: Wednesday, February 24, 2021

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Read the podcast transcripts pdf

Thinking outside the box: Founder-led companies in 2021

Portfolio manager Dan Kelley examines how founder-led companies fared in 2020 and how thinking outside the box positions them well in the changing landscape in 2021.

Date: Tuesday, February 23, 2021

(advisor login required)

 

Read the podcast transcripts pdf

Jurrien Timmer: The global macro view - February 22, 2021

Fidelity’s Director of Global Macro, Jurrien Timmer, takes a closer look at investors’ response to the ongoing COVID-19 crisis and other factors influencing market expectations and reactions.

Date: Monday, February 22, 2021

(advisor login required)

 

Read the podcast transcripts pdf

Diversifying amid volatility with market-neutral strategies

Portfolio manager Brett Dley explores liquid alternatives as an emerging asset class and how to use market-neutral strategies to diversify amid potential volatility.

Date: Friday, February 19, 2021

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Global dividend investing with Ramona Persaud

Global dividend investor Ramona Persaud takes you through her worldview and shares her thoughts on valuations and where she is finding yield and pockets of opportunity.

Date: Thursday, February 18, 2021

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Read the podcast transcripts pdf

Lunar New Year: Direct from Hong Kong with Catherine Yeung

Direct from Hong Kong, Catherine Yeung shares her market outlook. 

Date: Wednesday, February 17, 2021

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Read the podcast transcripts pdf

Jeff Moore: Navigating the fixed income market in 2021

Portfolio manager Jeff Moore examines the importance of diversifying in fixed income in 2021 and tackles the discussion on finding yield in this low-rate environment.

Date: Wednesday, February 17, 2021

(advisor login required)

 

Read the podcast transcripts pdf

Jurrien Timmer: The global macro view - February 16, 2021

Fidelity’s Director of Global Macro, Jurrien Timmer, takes a closer look at investors’ response to the ongoing COVID-19 crisis and other factors influencing market expectations and reactions.

Date: Tuesday, February 16, 2021

(advisor login required)

 

Read the podcast transcripts pdf

The Silk Road: Asia-Pacific equity opportunities

Lipper Award winner and portfolio manager Eileen Dibb examines investment opportunities in Asia-Pacific equities, as well as the impact of trade relations and economic recoveries throughout the region.

Date: Thursday, February 11, 2021

(advisor login required)

 

Read the podcast transcripts pdf

True North: 2021 Canadian equity outlook with Maxime Lemieux

From the progression of the vaccine rollout to the health of Canadian industries, portfolio manager Maxime Lemieux discusses his outlook for Canadian equities in 2021.

Date: Wednesday, February 10, 2021

(advisor login required)

 

Read the podcast transcripts pdf

Denise Chisholm: Sector and factor outlook

As the vaccines continue to be rolled out, Denise Chisholm looks at what this means for sector and factor investing.

Date: Tuesday, February 9, 2021

(advisor login required)

 

Read the podcast transcripts pdf

Jurrien Timmer: The global macro view - February 8, 2021

Fidelity’s Director of Global Macro, Jurrien Timmer, takes a closer look at investors’ response to the ongoing COVID-19 crisis and other factors influencing market expectations and reactions.

Date: Monday, February 8, 2021

(advisor login required)

 

Read the podcast transcripts pdf

From value to momentum: Factors at play in 2021

As different sectors and industries benefit from the increased vaccine rollout throughout 2021 and policy changes from a new U.S. administration, Vivian Hsu, Director of ETFs and Liquid Alternatives, and quantitative analyst Bobby Barnes discuss the implications for factor investing.

Date: Friday, February 5, 2021

(advisor login required)

 

Read the podcast transcripts pdf

The future of digital currency: Fidelity analyst panel series

Sustainable growth or flash in the pan? Our series on the future of digital currency continues: Fidelity Canada’s equity research analysts panel shares how they are approaching digital currencies, the foundations underpinning their growth and catalysts to watch for in 2021.

Date: Thursday, February 4, 2021

(advisor login required)

 

Read the podcast transcripts pdf

Patrice Quirion - Global Outlook

Portfolio manager Patrice Quirion shares his perspectives on global market valuations and opportunities for 2021.

Date: Wednesday, February 3, 2021

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Emerging markets: Global market leadership in 2021?

Portfolio manager Sam Polyak takes us through emerging markets across the world and talks about where he is seeing faster recoveries and growth opportunities.

Date: Tuesday, February 2, 2021

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Big tech: Will it continue its run in 2021?

From market valuations to growth opportunities to U.S. election and policy implications, HyunHo Sohn, portfolio manager of Fidelity Technology Innovators Fund, dives into what to expect in technology in 2021.

Date: Friday, January 29, 2021

(advisor login required)

 

Read the podcast transcripts pdf

Jurrien Timmer on the future of digital currency

A webcast with Jurrien Timmer on the future of digital currency. 

Date: Thursday, January 28, 2021

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Vision 2021: Look ahead to stay ahead

January 2021

Fidelity’s world-class portfolio managers and thought leaders share their vision for the year ahead and outline the investment trends to look for in 2021.

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Jurrien Timmer: The global macro view - January 25, 2021

Fidelity’s Director of Global Macro, Jurrien Timmer, takes a closer look at investors’ response to the ongoing COVID-19 crisis and other factors influencing market expectations and reactions.

Date: Monday, January 25, 2021

(advisor login required)

 

Read the podcast transcripts pdf

Perspective from the U.K.: From Brexit to global trade

Investment Director Tom Stevenson discusses the investment implications of Brexit, the outlook for the U.K., and European and global markets.

Date: Friday, January 22, 2021

(advisor login required)

 

Read the podcast transcripts pdf

Denise Chisholm: 2021 sector and factor outlook

As the vaccines continue to be rolled out, Denise Chisholm looks at what this means for sector and factor investing throughout the U.S. in 2021.

Date: Thursday, January 21, 2021

(advisor login required)

 

Read the podcast transcripts pdf

U.S. inauguration: Analysis and policy and investment implications

Fidelity’s experts look at the U.S. inauguration, what to expect and the potential policy and investment implications.

Date: Wednesday, January 20, 2021

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Covid-19, vaccines and the 2021 health care sector outlook

From the state of the global vaccine distribution program to the outlook for the health care sector in 2021, portfolio managers Alex Gold and Dr. Judith Finegold share their thoughts.

Date: Tuesday, January 19, 2021

(advisor login required)

 

Read the podcast transcripts pdf

Jurrien Timmer: The global macro view - January 18, 2021

Fidelity’s Director of Global Macro, Jurrien Timmer, takes a closer look at investors’ response to the ongoing COVID-19 crisis and other factors influencing market expectations and reactions.

Date: Monday, January 18, 2021

(advisor login required)

 

Read the podcast transcripts pdf

Global small caps in focus: 2021 outlook

Institutional portfolio manager Naveed Rahman shares his outlook for 2021 on investing in global small caps and describes the fund positioning for Fidelity Global Intrinsic Value Fund.

Date: Friday, January 15, 2021

(advisor login required)

 

Read the podcast transcripts pdf

2021 investment landscape: ETFs, alts and innovations to watch

Andrew Clee, Vice President, Product, explores the investment product landscape in 2021 and beyond, including ETFs, liquid alts and other innovations.

Date: Thursday, January 14, 2021

(advisor login required)

 

Read the podcast transcripts pdf

 

Outlook 2021: Under the hood with long/short strategies

Portfolio manager David Way discusses opportunities in liquid alternatives as an emerging asset class.

Date: Tuesday, January 12, 2021

(advisor login required)

 

Read the podcast transcripts pdf

Jurrien Timmer: The global macro view - January 11, 2021

Fidelity’s Director of Global Macro, Jurrien Timmer, takes a closer look at investors’ response to the ongoing COVID-19 crisis and other factors influencing market expectations and reactions.

Date: Monday, January 11, 2021

(advisor login required)

 

Read the podcast transcripts pdf

Direct from Hong Kong: 2021 Asia-Pacific market outlook

Located in Hong Kong, investment director Catherine Yeung weighs in on opportunities across equity markets in Asia in 2021.

Date: Friday, January 8, 2021

(advisor login required)

 

Read the podcast transcripts pdf

Portfolio construction 2021: Catalysts to watch

Andrew Clee, VP of Product, and Paul Ma, VP and Lead Portfolio Strategist, weigh in on considerations for portfolio construction in 2021, given where we are in the business cycle, and factors in equity and fixed income markets to watch.

Date: Thursday, January 7, 2021

(advisor login required)

 

Read the podcast transcripts pdf

CIO perspectives: 2021 outlook with Andrew Marchese

Andrew Marchese, CIO and portfolio manager, begins the year for FidelityConnects by analyzing where equity markets are today and providing his thoughts on what might spark markets in 2021.

Date: Wednesday, January 6, 2021

(advisor login required)

 

Read the podcast transcripts pdf

Outlook 2021: U.S. and Canadian equities – Striking a balance

Darren Lekkerkerker, portfolio manager of Fidelity North American Equity Class, discusses his portfolio positioning entering into 2021, where he is finding opportunities and how he is balancing U.S. and Canadian equity markets.

Date: Tuesday, January 5, 2021

(advisor login required)

 

Read the podcast transcripts pdf

Jurrien Timmer: The global macro view - January 4, 2021

Fidelity’s Director of Global Macro, Jurrien Timmer, takes a closer look at investors’ response to the ongoing COVID-19 crisis and other factors influencing market expectations and reactions.

Date: Monday, January 4, 2021

(advisor login required)

 

Read the podcast transcripts pdf

Industry update: 2021 regulatory outlook

Sian Burgess, Senior Vice President, Fund Oversight, provides an update on Canadian market regulation and what changes advisors can expect in 2021. 

Date: Wednesday, December 9, 2020

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Are there new rules for retirement post-pandemic?

Fidelity tax and regulatory experts Peter Bowen and Michelle Munro discuss the impact of the coronavirus pandemic on retirement planning and the key findings for investors in Fidelity’s 2020 retirement report.

Date: Tuesday, June 23, 2020

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