Fidelity ETF Exchange: an Asset Allocator’s perspective, with David Tulk
In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, host Étienne Joncas Bouchard welcomed Fidelity Portfolio Manager David Tulk to the show. David and the Fidelity Global Asset Allocation Team manage approximately $80B in assets for Canadian Investors across more than 20 funds. This episode focuses on investing through the eyes of an asset allocator. The panel recapped a challenging 2022 as well as discussing some of the main risks and opportunities for 2023. Given the ETF focused nature of the show, David also shared the way his team incorporate ETFs into their funds as well as their approach in managing Fidelity’s Monthly High Income ETFs.
March 2, 2023
Fidelity ETF Exchange - Reviewing the main ETF trends of 2022
In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, host Étienne Joncas Bouchard welcomed recurring guest Andrei Bruno to the show. Andrei is Director, ETF Capital Markets at Fidelity Canada. In this episode our panel breaks down all the notable ETF industry trends of the past year. 2022 brought approximately $35B in net creations, good for the third best year in history following only 2021 and 2020. Some of the key topics discussed include the resilience in fixed-income flows, the slowdown in interest for crypto ETFs, Dividend stocks making a strong return as the equity factor with the most inflows, and more. The panel also wrapped up the conversation with a brief outlook of potential emerging trends for 2023.
January 18, 2023
Fidelity ETF Exchange - Fixed-income ETF perspectives with Andrei Bruno
In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, host Étienne Joncas Bouchard and guest Andrei Bruno, Director ETF Capital Markets at Fidelity Canada, sat down to recap all things fixed-income for 2022. With more than $13B in net inflows on the year, fixed-income ETFs showed resilience despite the very challenging year from a performance standpoint. Some of the key topics discussed by our panel include ETF flows by category, the impact of rising interest rates on various fixed-income sectors as well as an outlook on some of the potential opportunities for 2023.
December 15, 2022
Fidelity ETF Exchange - 2022 Equity Factor Recap with Bobby Barnes
In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, host Étienne Joncas Bouchard welcomed Bobby Barnes to the show. Bobby is Head of Quantitative Index Solutions at Fidelity Investments. In this episode, our panel provides a recap of equity markets from a factor perspective for 2022. Some of the key topics discussed include a review of where we are in the market/economic cycle, which factors worked and didn’t work over the past year, and how to use factor ETFs to diversify the equity sleeve of a portfolio. The panel also discussed potential positioning for a challenging year ahead in 2023.
November 29, 2022
Fidelity ETF Exchange - Q3 2022 ETF Industry Recap
In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, host Étienne Joncas Bouchard and guest Christopher Drynan sat down to recap notable trends and headlines in the Canadian ETF Industry for Q3 2022. The Canadian ETF industry saw a strong third quarter of inflows at more than $5B. This was led by risk-off ETFs, more specifically in the cash alternative segment. Flows into ESG ETFs continue to stay positive with more than $2B net inflows YTD; our panel discuss why this is the case despite weaker relative performance. The panel also discussed equity factor performance for the quarter, fixed-income market movements, as well as provide an outlook for the rest of the year.
October 28, 2022
Fidelity ETF Exchange - Frontline Perspectives with Ghislain Maillet
In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, host Étienne Joncas Bouchard welcomes Ghislain Maillet, District Vice President at Fidelity Investments Canada. The objective of the episode is to get some refreshing perspectives of the Canadian ETF industry, and it’s evolution over time from the eyes of a seasoned industry expert. Our panel discussed and explored questions such as, when was the true rise of ETFs in Canada, what are some of the of main use cases for ETFs in advisor and investor portfolios, how do you balance active and passive exposure and many more.
September 6, 2022
Fidelity ETF Exchange - Portfolio Construction Perspectives with Cameron Chamberlain
In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, host Étienne Joncas Bouchard and guest Cameron Chamberlain sat down to discuss everything portfolio construction. Cameron is a Portfolio Strategist at Fidelity Investments Canada. He joined the podcast to discuss how advisors and investors can improve the diversification of their portfolio. With 2022 shaping up to be one of the most challenging years of the past decade from an asset allocation perspective, the panel explored how to manage interest rate vs. credit risk, how to combine various investment factors, as well as what are some of the potential risks we are facing on a go forward basis.
July 28, 2022
Fidelity ETF Exchange - Q2 2022 ETF Industry Recap
In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, host Étienne Joncas Bouchard and guest Andrew Clee sat down to recap notable trends and headlines in the Canadian ETF Industry for Q2 2022. The Canadian ETF industry saw a rare month of outflows to cap off the 2nd quarter of the year, the first in 3 years as investors sold equities to buy bonds. Total YTD flows remain strong at $16.9B as of end of June. Key topics discussed include the resurgence of flows in fixed-income ETFs, the impact of interest rate hikes on the Canadian ETF industry, as well as a recap of equity factor performance.
July 20, 2022
Fidelity ETF Exchange - ETF Capital markets deep dive with Andrei Bruno
In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, host Étienne Joncas Bouchard and guest Andrei Bruno, Director ETF Capital Markets at Fidelity Canada, sat down to discuss the intricacies of the ETF vehicle. ETFs have played an important role in the portfolios of Canadian investors for more then 20 years, yet there still remains some misconceptions and misunderstandings about their structure. Notable topics discussed include main differences of ETFs vs. Mutual Funds, the role of the market maker and best practices for trading ETFs.
June 16, 2022
Fidelity ETF Exchange - ETF Industry Deep Dive with Eric Balchunas
In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, host Étienne Joncas Bouchard welcomed Eric Balchunas to the show. Eric Balchunas is a Senior ETF Analyst at Bloomberg Intelligence. He is also author of the newly printed book The Bogle Effect. This unique episode of the Fidelity ETF Exchange is a deep dive into some of the most notable trends in the ETF Industry (Canada and U.S. alike), as identified and described by our guest. Some of the key topics discussed include the shift from core Beta/Passive exposure to high active share ETFs, the rise of Cryptocurrency ETFs and what the future holds for them, as well as some of the tools Bloomberg has developed that advisors and investors can use to better understand what they are buying in the ETF space.
May 10, 2022
Fidelity ETF Exchange - Q1 2022 ETF Industry Recap
In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, co-hosts Étienne Joncas Bouchard and Himesh Patel sat down to recap notable trends and headlines in the Canadian ETF Industry for Q1 2022. The Canadian ETF industry attracted $13.9B in net flows through the first three months of the year. Key topics discussed include the rational behind strong inflows into Energy sector ETFs, a continued interest in Dividend and Value factor ETFs among investors, a slowdown in ESG themed ETFs as well as an outlook for the remainder of the year.
April 19, 2022
Fidelity ETF Exchange - Equity Factor Perspectives with Bobby Barnes
In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, host Étienne Joncas Bouchard welcomed Bobby Barnes to the show. Bobby is Head of Quantitative Index Solutions at Fidelity Investments. In this episode our panel discusses equity markets from a factor perspective. Some of the key topics discussed include a review of where we are in the market/economic cycle, the strength in commodities and which factors to look for to get exposure, and how to use factor ETFs to diversify the equity sleeve of a portfolio.
March 10, 2022
Fidelity ETF Exchange - 2021 ETF Industry Recap
In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, co-hosts Étienne Joncas Bouchard and Andrei Bruno sat down to recap notable trends and headlines in the Canadian ETF Industry for 2021. With more than $50B in net new assets coming in to the ETF industry, 2021 was another record year for the industry. Key topics discussed include the return of positive flows for fixed-income ETFs, continued growth for multi-asset ETFs, as well as a conversation on investment factor performance and an outlook for 2022.
January 20, 2022
Fidelity ETF Exchange - Cryptocurrencies & Digital Assets 101 with Meghan Chen
In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, co-hosts Étienne Joncas Bouchard and Andrei Bruno welcomed Meghan Chen to the show. Meghan is a Digital Assets Strategist at Fidelity Investments Canada. Today’s discussion aims to provide advisors and investors an in-depth overview of cryptocurrencies, with an emphasis on Bitcoin. Meghan explains what is a cryptocurrency, what is bitcoin, how to invest in digital assets (emphasis on Crypto ETFs), and most importantly, what role they can play in a portfolio.
December 28, 2021
Fidelity ETF Exchange - Fixed-income perspectives with Andrei Bruno
In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, co-hosts Étienne Joncas Bouchard and Himesh Patel welcomed Andrei Bruno to the show. Andrei is an ETF Strategist at Fidelity Investments Canada. Today's discussion is centred around fixed-income markets, securities and ETFs. The panel took the time to recap some of the notable movements among various sectors for 2021. The conversation also includes comments on Central Bank policy, the interest rate environment, as well as a brief outlook for 2022.
December 9, 2021
Fidelity ETF Exchange - Q3 ETF Industry Recap
In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, co-hosts Étienne Joncas Bouchard and Himesh Patel sit down to recap notable trends and headlines in the Canadian ETF Industry for the third quarter of 2021. With the first nine months of the year behind us, the Canadian ETF industry has brought in a record $39B in net new assets (a new calendar year record). Key topics discussed include the return of positive flows for fixed-income ETFs, continued growth for multi-asset ETFs, as well as a conversation on investment factor performance and an outlook for the end of 2021.
October 27, 2021
Fidelity ETF Exchange: Alternatives 101 with Strategist Rory Poole
In the 22nd episode of the Fidelity ETF Exchange - powered by FidelityConnects, co-hosts Étienne Joncas Bouchard and Himesh Patel welcomed Rory Poole to the show. Rory is an Alternatives Strategist at Fidelity Investments Canada. In today's discussion, our panel along with our guest, took the time to explore the different types of Alternative strategies that exist in the Canadian market place, what role they can play in a portfolio, as well as the potential for growth of Alternative strategies in the ETF space.
September 30, 2021
Fidelity ETF Exchange: Equity Considerations for Portfolio Construction with Cam Chamberlain
In the 21st episode of the Fidelity ETF Exchange - powered by FidelityConnects, co-hosts Étienne Joncas Bouchard and Himesh Patel welcome back Cameron Chamberlain to the show. Cameron is an Portfolio Strategist at Fidelity Investments Canada. Today's discussion is centered around what are the main factors that impact risk and return for an equity portfolio. Some of the key topics discussed include the notable home bias for Canadian investors and how to diversify from a geographic and sector standpoint, the impact of investment styles as well as the effect of ESG from a risk standpoint.
September 1, 2021
Fidelity ETF Exchange - Q2 ETF Industry Recap
In the 20th episode of the Fidelity ETF Exchange - powered by FidelityConnects, co-hosts Étienne Joncas Bouchard and Himesh Patel sat down to recap notable trends and headlines in the Canadian ETF Industry for the second quarter of 2021. With the first six months of the year behind us, the Canadian ETF industry has brought in a record $30B in net new assets (best first 6 months ever). Some of the key areas of focus for hosts Etienne & Himesh include the positive uptick in flows for Value and Dividend factor ETFs, the emergence of a new category in crypto currency ETFs as well as the sizeable gap between inflows to equity vs. fixed-income.
July 21, 2021
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Fidelity ETF Exchange: Fixed Income Considerations for Portfolio Construction with Cameron Chamberlain
In the 19th episode of the Fidelity ETF Exchange - powered by FidelityConnects, co-hosts Étienne Joncas Bouchard and Himesh Patel welcome Cameron Chamberlain to the show. Cameron is an Portfolio Strategist at Fidelity Investments Canada. Today’s discussions is centered around what building blocks to consider when building a fixed-income portfolio, some of the things to watch out for, as well as the panels perspectives on fixed-income markets.
June 14, 2021
The Fidelity ETF Exchange: Factors During Corrections and Recoveries
In the 18th episode of the Fidelity ETF Exchange - powered by FidelityConnects, co-hosts Étienne Joncas Bouchard and Himesh Patel welcome Michael Charanduk to the show. Michael is an ETF Analyst at Fidelity Investments Canada. Today’s discussions revolve around the performance of various investment factors during market corrections and recoveries.
May 17, 2021
The Fidelity ETF Exchange: Frequently Asked ETF Questions
In the 17th episode of the Fidelity ETF Exchange - powered by FidelityConnects, co-hosts Étienne Joncas-Bouchard and Himesh Patel took the time to answer some of the most common and frequently received questions from advisors and investors regarding ETFs. Some of the questions include, what is the difference between a mutual fund and an ETF, what is the difference between NAV and price, are all ETFs passive, and many more.
April 26, 2021