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The Upside

Our interactive investor webcasts provide you with the latest market insights and fund performance updates from Fidelity’s portfolio managers.

Joe Overdevest

Canadian investing trends

The week of Canada Day, join Fidelity Director of Research and Portfolio Manager Joe Overdevest as he explores the trends affecting Canadian markets, from economic reopening to Canada’s place in the global economy.

Tuesday, June 29, 2021 12:30 p.m.–1:00 p.m. ET




Webcast replays

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 of 2021.

Date: Tuesday, June 22, 2021

Replay coming soon

Global investing: Three themes to watch in the second half

Portfolio Manager David Tulk explores global asset allocation and the importance of portfolio diversification as we look ahead to the second half of 2021.

Date: Thursday, June 17, 2021

Investing toward a sustainable future

Sustainable investing: a topic making headlines around the world. See Fidelity’s webcast on sustainable investing, why it matters and its role in today’s global markets.

Date: Thursday, June 10, 2021

 

Best investment strategies?

David Bushnell, SVP of Advisor Distribution, Andrew Clee, VP of Product, and Michelle Munro, Director of Tax and Research, discuss how working with a financial advisor over time can create up to 2.3x more wealth,* and strategies that have strong return on potential investment.

Date: Thursday, June 3, 2021

 
 

*Source: More on the Value of Financial Advisors, by Claude Montmarquette and Alexandre Prud’Homme, CIRANO, 2020. The average household with a financial advisor for 15 years or more had asset values 2.3x higher than an average “comparable” household without a financial advisor.

Your investment update and Canadian market outlook

Portfolio Manager Dan Dupont discusses how he is positioning Fidelity Canadian Large Cap Fund to add value and the market outlook in 2021.

Date: Friday, May 28, 2021 

 
 

 

True North: Canada’s place in a global market

Portfolio manager Max Lemieux gives an update on the strength of the Canadian market, where we go from here and how Max is positioning Fidelity True North® Fund in today’s markets.

Date: Thursday, March 11, 2021 

 

Read the podcast transcripts pdf

Your investment update and Canadian market outlook

Chief Investment Officer and portfolio manager Andrew Marchese gives an update on the Canadian market outlook in 2021 and how he is positioning Fidelity Canadian Disciplined Equity® Fund to add value for investors.

Date: Friday, March 5, 2021

Your investment update and global market outlook

Global portfolio manager Patrice Quirion gives an update on how he is positioning Fidelity Global Concentrated Equity Fund and Fidelity International Concentrated Equity Fund to add value and his global market outlook in 2021.

Date: Thursday, February 25, 2021

Your investment update and 2021 sustainable investing trends

Portfolio manager Nicole Connolly discusses how she is positioning the Fidelity Women’s Leadership Fund to add value and the key trends and outlook for ESG investing in 2021.

Date: Thursday, February 11, 2021

Market outlook and your fund update with portfolio manager Darren Lekkerkerker

Portfolio manager Darren Lekkerkerker discusses how he is positioning Fidelity North American Equity Class to add value, 2021 Canadian and U.S. market outlooks and the impact of COVID-19.

Date: Tuesday, February 2, 2021

Your investment update and 2021 outlook for Canadian markets

Fidelity’s portfolio manager Don Newman discusses:

  • How he is positioning the Fidelity Dividend Plus Fund to add value 
  • The Canadian market outlook
  • The 2021 dividend outlook

Date: Thursday, December 17, 2020

Your investment update & 2021 outlook for Canadian markets

Fidelity’s portfolio manager Hugo Lavallée discusses:

  • An update on how he is positioning the Fidelity Greater Canada Fund to add value
  • The impact of COVID-19 on the Canadian market
  • The 2021 Canadian market outlook

Date: Thursday, December 10, 2020

Commissions, fees and expenses may be associated with investment funds. Read a fund’s prospectus or offering memorandum and speak to an advisor before investing.  Funds are not guaranteed, their values change frequently and investors may experience a gain or loss.  Past performance may not be repeated.

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