Fidelity ETF Exchange podcasts
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
ETFs through the mind of an asset allocator
Co-hosts Mike Riccio and Etienne Bouchard interview David Tulk, Global Asset Allocation Portfolio Manager. Topics covered include the use of ETFs in their funds, how they weathered the COVID-19 storm and what is their current macroeconomic outlook.
August 17, 2020
Role of the market maker
Patrick McEntyre, Managing director, electronic trading and services at National Bank, discusses the role of the market maker, key trends to look out for in the Canadian ETF industry as well as best practices when trading ETFs.
August 4, 2020
Fixed-Income ETFs 101
Get an in-depth look at the Canadian fixed-income ETF landscape. Mike and Etienne discuss in detail how you can incorporate these ETFs in your portfolio and some of the key trends in the industry.
July 6, 2020
Thematic investing with Andrew Clee
Andrew talks about thematic investing, which is an investment approach that looks to invest in global mega-trends that could possibly shape the world in the future.
June 24, 2020
ETF myths debunked
Some of the common myths surrounding ETFs that are sometimes misunderstood and simply not true will be discussed.
June 10, 2020
Factor investing with Bobby Barnes
In this podcast, factor investing is discussed. Bobby also explains how quantitative analysts differ from a fundamental analyst, and how his research and analysis of how factors perform throughout the business cycle is used in portfolio construction.
June 1, 2020
