FidelityConnects podcasts

FidelityConnects
Listen to FidelityConnects podcasts on the go, anytime, anywhere! Expand your investing horizons with access to experts when you need them.

Eileen Dibb: Asia-Pacific market forecast

Eileen Dibb shares her Asia-Pacific outlook on which countries and sectors are performing well, and describes the impact political events, from the U.S. election to a new Japanese prime minister, may have on the region.

September 18, 2020



U.S. equities: Long-term investment trends beyond the presidential election

Portfolio manager Kyle Weaver shares his views on where he is finding companies poised to grow over a multi-year horizon regardless of who may end up in the White House.

September 16, 2020



Global asset allocation perspectives: Fourth-quarter outlook

Former Bank of Canada advisor and global asset allocation strategist David Wolf weighs in on changing monetary and fiscal policy and the upcoming U.S. election, and shares his outlook and positions on asset classes and regions.

September 15, 2020



Fidelity analyst series: From technology to utilities

Our Fidelity expert panel provides an in-depth analysis of the information technology, health care, consumer staples and utilities sectors.

September 11, 2020



Mark Schmehl: Live Q&A

Lipper Award–winning portfolio manager Mark Schmehl shares his market outlook and insights.

September 10, 2020



2020 U.S. election: Expert panel discussion

How could the 2020 U.S. election affect financial markets? Our Fidelity panel of experts discusses key factors for investors as the markets brace for an unpredictable campaign season leading up to November.

September 9, 2020



Dan Dupont: Focus on value through volatility

Portfolio manager Dan Dupont on where he’s finding opportunities in Canada and around the world.

September 8, 2020



Adam Kutas: Frontier and emerging market recovery outlook

Portfolio manager Adam Kutas discusses his emerging market outlook and where he is finding the best positions as emerging economies recover from an unprecedented slowdown in the wake of the global pandemic.

September 3, 2020



Myths of portfolio construction: From growth vs. value to U.S. vs. international

Our Fidelity panel of experts talks about the fundamentals of ETF portfolio construction and the pros and cons of different types of portfolios in today’s volatile environment.

September 2, 2020



What’s in store for Canadian fixed income?

Fixed income portfolio manager Sri Tella discusses what he has been observing as the Canadian economy reopens and where new opportunities for investors are appearing.

August 28, 2020



David Tulk: Global asset allocation - Fall outlook

Portfolio manager David Tulk discusses the market implications and impact of the U.S. 2020 elections in November and potential investor reactions as governments try to blunt a resurgence of the COVID-19 pandemic.

August 27, 2020



High yield and leveraged loans: Opportunities and outlook

Institutional portfolio manager Scott Mensi breaks down the opportunities in high-yield markets following the global pandemic and suggests where investors could benefit from ongoing volatility.

August 26, 2020



Sector analyst round table: Fall outlook

An expert panel discussion with a deep dive into real estate, insurance, banks, diversified financials, consumer discretionary and communication services.

August 25, 2020



Second wave in Europe? What it means for investors

Matt Siddle, portfolio manager of Fidelity Europe Fund, discusses risks of resurgence and opportunities in Europe.

August 21, 2020



Bruce MacDonald: Asian equity outlook and comeback opportunities

Bruce MacDonald, portfolio manager of Fidelity Far East Fund, shares his market outlook for Asia and identifies where there are strong comeback opportunities.

August 20, 2020



Where are the U.S. large-cap winners?

Steve DuFour, portfolio manager of Fidelity U.S. Focused Stock Fund, shares his outlook on U.S. equities and explains how he is upgrading his portfolio for investors.

August 19, 2020



Stronger case for ESG post–COVID-19?

As social issues are brought to the forefront by the coronavirus global pandemic, portfolio manager Nicole Connolly discusses the implications of COVID-19 for ESG across industries and financial markets.

August 18, 2020



Jurrien Timmer: The global macro view - August 17, 2020

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.

August 17, 2020



Fixed income perspectives: Responding to the pandemic

Portfolio manager Michael Plage explores the impact of COVID-19 on the bond market and opportunities for investors.

August 14, 2020



Naveed Rahman: Value investing as the pandemic unfolds

Institutional portfolio manager Naveed Rahman takes a close look at the companies and industries weathering ongoing unpredictability, opportunities for investors in the second half of the year and his global market outlook.

August 13, 2020



Special Guest: Innovation Minister Navdeep Bains on the Future of Tech and Canada’s COVID-19 Response

Canada’s Minister of Innovation, Science and Industry shares his outlook for Canada’s strategic sectors, attracting investment in a new world and Canada’s COVID-19 response.

August 12, 2020



Live from London: Global equities outlook

Portfolio manager Jeremy Podger discusses his outlook on portfolio management during market instability and identifies opportunities for global investing as equities continue to endure pandemic fears.

August 11, 2020



Jurrien Timmer: The global macro view - August 10, 2020

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.

August 10, 2020



Aneta Wynimko: Watching global consumer industry trends

Portfolio manager Aneta Wynimko analyzes the impact of COVID-19 on consumer spending and which segments have been affected the most by ongoing economic uncertainty.

August 7, 2020



Catherine Yeung: Asia’s road to recovery

Investment director Catherine Yeung takes a close look at rising inequality, geopolitical tensions, policy responses and other key factors affecting the success of Asia’s economic recovery.

August 6, 2020



Darren Lekkerkerker: Investing with an owner’s mindset

Against the backdrop of the U.S. elections, changing investor sentiment and ongoing coronavirus fears, portfolio manager Darren Lekkerkerker shares his market outlook and identifies opportunities for growth.

August 5, 2020



Jurrien Timmer: The global macro view - August 4, 2020

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.

August 4, 2020



Michelle Munro: Using the TSWP gifting strategy with an estate plan

Michelle Munro, Director, Tax and Retirement Research, discusses the mechanics of leveraging TSWP in a gifting and estate planning strategy, as well as other planning topics.

July 30, 2020



Dan Kelley: How are innovators in tech and beyond countering coronavirus?

As the coronavirus pandemic puts traditional business models to the test, portfolio manager Dan Kelley shares his perspectives on how entrepreneurs and founder-led companies in tech and other sectors are adapting.

July 29, 2020



Harley Lank: What’s next for High-Yield?

Portfolio manager and President of Fidelity's High Income and Alternatives division, Harley Lank, shares his insights on current market conditions, what the significant forces moving the high-yield market globally are, and how to navigate uncertainty as investors try to find their footing.

July 28, 2020



Jurrien Timmer: The global macro view - July 27, 2020

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.

July 27, 2020



Live from the U.K.: Market outlook

Markets expert Tom Stevenson shares his in-depth analysis of current investment trends and themes and his outlook following countries’ initial attempts at post-pandemic recovery efforts.

July 24, 2020



Denise Chisholm: Sector watch as economies reopen

Denise Chisholm, winner of the Women in Asset Management Award in 2019, looks closely at the how the unique effects brought on by the pandemic have affected different sectors in the short term and potentially set them up for accelerated growth in the long run as economies reopen.

July 22, 2020



Kyle Weaver: U.S. equity outlook and portfolio positioning

As investors look to the current round of earnings reports for signs of progress, portfolio manager Kyle Weaver provides an in-depth look at the current state of the market and his outlook for U.S. equities.

July 21, 2020



Jurrien Timmer: The global macro view - July 20, 2020

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.

July 20, 2020



Myths of portfolio construction: How to incorporate ETFs into your book

Our Fidelity panel of experts talks about the fundamentals of ETF portfolio construction and the pros and cons of different types of portfolios in today’s volatile environment.

July 17, 2020



David Tulk: Q3 global asset allocation outlook

Portfolio manager David Tulk shares his Q3 outlook and provides an update on ongoing market fluctuations and uncertainty.

July 16, 2020



CIO perspectives: 2nd half outlook with Andrew Marchese

Andrew Marchese, CIO of Fidelity Canada Asset Management, provides an update on the state of Canadian and global markets.

July 14, 2020



Jurrien Timmer: The global macro view - July 13, 2020

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.

July 13, 2020



Eileen Dibb: Asia-Pacific outlook 2020

Portfolio manager Eileen Dibb provides her outlook for the Asia-Pacific region as fears of a second wave of COVID-19 cases grip markets.

July 10, 2020



Canadian perspective on a post-pandemic recovery

Portfolio manager Max Lemieux provides a sector update as Canadian investors look for signs of a sustained economic recovery.

July 9, 2020



Leveraging data in a post-pandemic world

Portfolio manager Ramona Persaud analyzes current market trends and opportunities driven by the global economic reboot.

July 8, 2020



Fidelity insights class update with Michael Hickey

Institutional portfolio manager Michael Hickey shares his perspective on how markets could react to the latest pandemic news while governments kick-start their economies.

July 7, 2020



Jurrien Timmer: The global macro view - July 6, 2020

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.

July 6, 2020



Ontario's Minister of Finance on reopening strategy and the economy

Ontario Finance Minister Rod Phillips shares his views on the outlook for the Province of Ontario, its reopening strategy and its impact on Canada, and capital markets modernization.

June 30, 2020



Global commercial real estate: Second-half outlook

As economies reopen, portfolio manager Steve Buller discusses what this means for global real estate as we head into the second half of 2020.

June 26, 2020



Dividend investing during economic reopening

Portfolio manager Don Newman explores the key trends in dividend investing as countries look toward lifting lockdown restrictions and companies seek to return their balance sheets to pre-crisis levels.

June 25, 2020



Allocating across global asset classes in volatile markets

As investors brace for the possibility of a second wave of coronavirus infections and a slowed global recovery, portfolio manager Ayesha Akbar shares her market outlook.

June 24, 2020



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.

June 23, 2020



Jurrien Timmer: The global macro view - June 22, 2020

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.

June 22, 2020



Beyond the U.S.: Opportunities in international markets

Portfolio manager Jed Weiss looks at the global industries and sectors primed for recovery as economies reopen for business in the absence of a coronavirus vaccine.

June 19, 2020



From China to India to Brazil: Emerging markets in focus

Sam Polyak, portfolio manager, shares his outlook for emerging markets as governments mount unprecedented policy responses to slowed economic activity and hampered global supply chains.

June 18, 2020



The upside to downside protection

Portfolio manager Steve MacMillan shares his latest insights on how he is judging earnings visibility with so much market uncertainty.

June 17, 2020



Multi-sector fixed income in fluid times

Portfolio managers Jeff Moore and Michael Plage discuss what gives Fidelity an advantage, and how they’re positioning their funds to capitalize on the tremendous opportunities lately, especially in the investment-grade sector.

June 17, 2020



Balancing risk and reward

After seeing markets move toward a recovery, sector strategist Denise Chisholm discusses where things may go next and which areas to consider.

June 17, 2020



U.S. equities in an age of disruption

Portfolio manager Stephen DuFour shares how he’s reacting based on one of the most important earning seasons in coming years. And amidst a climate of disruption, he discusses how being agile is working to his advantage.

June 17, 2020



Who leads in the new global economy?

Following months of uncertainty, many major economies are in the process of reopening. Portfolio manager Patrice Quirion discusses his outlook for global equity markets, COVID-19’s potential impact on the future of business and how these factors could affect Canadian investors.

June 16, 2020



Jurrien Timmer: The global macro view - June 15, 2020

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.

June 15, 2020



A contrarian outlook on reopening economies

Portfolio manager Hugo Lavallée discusses his positioning since the eruption of the coronavirus pandemic and the developments he’s paying close attention to as markets react to economies reopening for business.

June 12, 2020



Expert panel: Generating Alpha Using Factors

Our expert panel discusses the fastest growing trends in the market, how to build your ETF strategy and maximizing ETFs to tackle ongoing market volatility.

June 11, 2020



Market trends and observations: investing amid uncertainty

Portfolio manager Mark Schmehl shares his market outlook.

June 10, 2020



A closer look at fixed income markets

Portfolio managers Sri Tella and Catriona Martin share their outlook for fixed income markets as governments propose support measures to soften the impact of the coronavirus pandemic on businesses and employees.

June 9, 2020



Jurrien Timmer: The global macro view - June 8, 2020

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.

June 8, 2020



Sector watch: Fidelity’s Directors of Research

Fidelity’s directors of research Joe Overdevest and Lucas Klein share their outlook on North America and equity markets as investors try to weigh the long-term impact of reopening plans and fiscal responses.

June 5, 2020



Global Asset Allocation perspectives – Second quarter

Portfolio manager David Wolf shares his outlook on global asset allocation strategy and how investors could position their portfolios to weather the unprecedented challenges brought on by the coronavirus pandemic shock.

June 4, 2020



Special guest: Alberta Premier Jason Kenney – The future of oil and gas and Canada’s economy

Join Alberta Premier Jason Kenney and his team in a live, interactive conversation about the outlook for the oil and gas sector, Alberta’s economic relaunch plan and its impact on Canada and long-term investment opportunities.

June 4, 2020



Frontier emerging markets: Critical links in global supply chains

As the COVID-19 pandemic continues to disrupt traditional supply chains and affect manufacturing in emerging and frontier markets, portfolio manager Adam Kutas discusses hidden opportunities and his outlook on the market.

June 3, 2020



Generating alpha using factors

Our expert panel discusses the fastest-growing trends in the market, how to build your ETF strategy and maximizing ETFs to tackle ongoing market volatility.

June 11, 2020



ETF portfolio construction in today’s markets

Our expert panel discusses the fundamentals of ETF portfolio construction and the pros and cons of different types of portfolios in today’s volatile environment.

May 22, 2020



How factor and active ETFs are behaving through volatility

Andrew Clee, Vice President, ETFs, and quantitative analyst Bobby Barnes explore how exchange-traded funds have been weathering coronavirus-driven volatility and describe their outlook for the ETF market.

May 1, 2020



Your ETF questions answered

ETFs are in the news, and both advisors and investors have lots of questions. Fidelity’s ETF team shares their outlook on ETFs and the markets and debunk the most popular myths about ETF investing.

April 17, 2020



ETF portfolio construction

  • How to choose the right ETF.
  • How can ETFs be incorporated into portfolios?
  • Can ETFs and mutual funds be combined?

May 23, 2019


Read a fund’s or pool’s prospectus or offering memorandum and speak to an advisor before investing. Read our privacy policy. By using or logging in to this website, you consent to the use of cookies as described in our privacy policy.

This site is for persons in Canada only. Mutual funds and ETFs sponsored by Fidelity Investments Canada ULC are only qualified for sale in the provinces and territories of Canada.

353732-v2020623

Close Search