FidelityConnects

Stay ahead

Our live, interactive webcast series gives you frequent and direct access to insights from Fidelity’s subject-matter experts on trending issues that affect you and your clients.

Please send your suggestions for topics and questions to fidelity.connects@fidelity.ca

 

 

François Pellerin – Building a cutting-edge fixed-income portfolio

Join François Pellerin as he discusses current dynamics in the U.S. and their potential impact on Canadian fixed-income, how Fidelity positions its portfolios and how a liability-driven investment (LDI) strategy may become relevant to retail investors.

Date: Monday, April 29, 2019
Time: 1:30 p.m.–2:00 p.m. ET

(login required)

Register for the French webcast at 2:30 p.m.

Dan Kelley – What sets founder-led companies apart?

Are companies led by their founders more innovative? Join portfolio manager Dan Kelley for an interactive discussion on the outlook for founder-led companies.

Date: Monday, April 22, 2019

(advisor login required)

Replay coming soon

 

Darren Lekkerkerker – Perspectives on North American equities

Portfolio manager Darren Lekkerkerker provides a market update on both sides of the 49th parallel.

Date: Monday, April 15, 2019

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Mark Schmehl – Investing in innovation

Portfolio manager Mark Schmehl discusses investing in innovation in 2019.

Date: Monday, April 8, 2019

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The macro view – Global markets outlook for Q2 2019

Jurrien Timmer, Director of Global Macro at Fidelity Investments, breaks through the noise and answers your questions about the outlook for global markets in Q2 2019.

Date: Monday, April 1, 2019

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How could Brexit affect your clients?

Portfolio manager Patrice Quirion discusses what Brexit and other major global issues could mean for Canadian investors in an uncertain world.

Date: Monday, March 25, 2019

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Federal budget 2019

Join Fidelity tax experts Peter Bowen and Michelle Munro for a special webcast discussing the 2019 budget and what it means for your clients.

Date: Wednesday, March 20, 2019

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Eileen Dibb - Asia-Pacific outlook in 2019

Portfolio manager Eileen Dibb discusses the outlook for growth in the Asia-Pacific region.

Date: Monday, March 18, 2019

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Ramona Persaud - Dividend investing: The shift to emerging markets

Dividend portfolio manager, Ramona Persaud as she shares the latest trends in dividend investing and her evolving portfolios.

Date: Monday, March 11, 2019
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Jeff Moore and Sri Tella – Rate hikes on hold. Now what?

Jeff Moore and Sri Tella, Fidelity fixed-income portfolio managers, discuss what a pause in interest rate hikes could mean for investors and the Canadian and global bond markets.

Date: Monday, March 4, 2019
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Hugo Lavallée – On the contrary

Portfolio manager, Hugo Lavallée shares his experience and views on contrarian investing.

Date: Monday, February 25, 2019

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One on one with Will Danoff

Portfolio manager, Will Danoff, discusses his outlook for the U.S. and global markets.

Date: Monday, February 11, 2019

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David Wolf - Your 2019 global asset allocation outlook

Portfolio manager David Wolf discusses his outlook for the year ahead and investing in uncertain times.

Date: Monday, February 4, 2019
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Dan Dupont – Finding opportunities; mitigating volatility

Portfolio manager Dan Dupont discusses finding value for your clients in 2019.

Date: Monday, January 28, 2019

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Perspectives on the U.S. market with Steve MacMillan

Portfolio manager, Steve MacMillan discusses factors and trends moving the U.S. market in 2019.

Date: Monday, January 21, 2019

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2019 state of the market with Andrew Marchese

Andrew Marchese, Chief Investment Officer and portfolio manager, discusses factors shaping the market in 2019.

Date: Monday, January 14, 2019

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2019 global markets outlook with Jurrien Timmer

Director of Global Macro Jurrien Timmer discusses earnings, interest rates and what to watch for in the global markets in the first quarter of 2019.

Date: Monday, January 7, 2019
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Global real estate market outlook 2019

Portfolio manager Steve Buller takes an in-depth look at factors impacting the global real estate market including rising rates, Brexit and potential trends in 2019.

Date: Monday, December 17, 2018

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2019 Global asset allocation outlook

Portfolio manager David Tulk gives a quarterly market update and takes a look at what investors can expect to see in 2019.

Date: Monday, December 10, 2018

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2019 sector watch

Portfolio manager Joe Overdevest discusses Canadian markets, where we’ve been and where we could be headed in 2019.

Date: Monday, December 3, 2018

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Watch the replay

Navigating the regulatory landscape

Regulatory affairs expert Andrea Rigobon discusses the regulatory landscape now and into 2019.

Date: Monday, November 26, 2018
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Mark Schmehl on innovation and investing in 2019

Portfolio manager Mark Schmehl discusses investing in innovation in 2019.

Date: Monday, November 19, 2018

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Read article pdf

Year-end tax tips and strategies – Live Q&A

Our tax and retirement research specialists discuss year-end tax tips and strategies

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Read article pdf

U.S. mid-term elections – What they mean for investors

A panel of Fidelity experts discusses what the results of the U.S. mid-term elections mean for investors.

Date:  Wednesday, November 7, 2018

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U.S. equities – From market volatility to U.S. mid-terms

Portfolio manager Steve MacMillan discusses the U.S. markets, the U.S. mid-term elections and “winning by not losing.”

Date:  Monday, November 5, 2018

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From tall timber to deep wells – Global natural resources and markets today

Joe Overdevest and Darren Lekkerkerker, portfolio managers of Fidelity Global Natural Resources Fund, discuss investing in commodity-related companies around the world and here in Canada.

Date:  Monday, October 29, 2018

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Late in the cycle – What investors should be thinking about as we head into 2019

Global portfolio manager Patrice Quirion discusses the extremes he sees in the market, his contrarian approach and how he is positioning his funds.

Date:  Monday, October 22, 2018

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Live from London – Regional issues, global perspectives

Jeremy Podger, portfolio manager of Fidelity Global Fund, discusses the “growing opportunity set” he is seeing currently around the world, his three-pronged investment philosophy and how he is successfully navigating the late-cycle phase of the market.

Date: Monday, October 15, 2018

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Canada, U.S. and Mexico sign trilateral trade deal that will replace NAFTA

Live analysis with NAFTA trade expert, Heather Hagerty and portfolio managers Jeff Moore and Michael Foggin on what the new NAFTA trade deal means for investors and advisors.

Date: Monday, October 1, 2018

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What’s next? U.S. equities in an age of disruption

Stephen DuFour, portfolio manager of Fidelity U.S. Focused Stock Fund, discusses the outlook for the longest bull market in the history of U.S. stocks. Learn more about what may drive growth in the months ahead in the world’s largest and most diversified market.

Date: Monday, September 24, 2018

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How to incorporate ETFs into your clients’ portfolios

Andrew Clee, Vice President, ETFs hosts a comprehensive discussion of the mechanics of Dividend Factor ETFs and shares investment strategies for integrating ETFs into your clients’ portfolios.

Date: Monday, September 17, 2018

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