Fidelity ETF Exchange podcasts
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
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
The Fidelity ETF Exchange: Q1 Canadian ETF Industry Recap
In the 16th 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 first quarter of 2021. Some of the key topics discussed include the continued growth in the Multi-Asset segment, the rise in ESG ETFs, the style rotation taking place in the factor space, among others.
March 31, 2021
The Fidelity ETF Exchange: The rise of Multi-Asset ETFs
In the 15th episode of the Fidelity ETF Exchange - powered by FidelityConnects, co-hosts Étienne Joncas Bouchard and Himesh Patel welcomed Vivian Hsu, Director of ETFs and Alternatives at Fidelity Canada, to the show. This episode is centered around the rise of the Multi-Asset ETF category in Canada. Key topics discussed include why have these ETFs become so popular over the past few years, what are some of the notable advantages of investing in an all-in-one ETF solution, as well as differentiating between the different types of Multi-Asset ETFs available to Canadian investors.
February 25, 2021
The Fidelity ETF Exchange: Fixed-Income ETF Deep Dive
In the 14th episode of the Fidelity ETF Exchange - powered by FidelityConnects, co-hosts Étienne Joncas Bouchard, Katrina Wilson and Himesh Patel provide their insights on the state of the Fixed-Income ETF market. The panel discussed topics such as what truly happened during March of 2020 in fixed-income markets, where do we currently stand from an investable universe standpoint for bonds, the case for active vs. passive fixed-income investing and many more.
February 4, 2021
2021 Canadian ETF industry outlook
In the 13th episode of the Fidelity ETF Exchange - powered by FidelityConnects, co-hosts Étienne Joncas Bouchard, Katrina Wilson and Himesh Patel provide their 2021 outlook for the Canadian ETF Industry, as well as a recap on notable trends that emerged in 2020. Some of the key things to look out for according to our panel include, ESG investing, sector and factor rotation to early cyclicals as well as the headwinds for passively managed aggregate bond index ETFs.
January 20, 2021
The Fidelity ETF Exchange: 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 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
The Fidelity ETF Exchange: Momentum ETFs in focus
In the 11th episode of the Fidelity ETF Exchange - powered by FidelityConnects, 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
