Investing in visionaries - Dan Kelley
Portfolio manager Dan Kelley’s mandate is to invest in founder-led companies because founders aren’t afraid to think outside of the box, are innovative in how they do business and are focused on a unique long-term vision. An entrepreneurial spirit, commitment to the business, focus on innovation, and long-term incentive alignment with shareholders are common qualities of corporate founders that may lead to a company’s success. Dan shares how Fidelity Founders Class came to be as an internal pilot 5 years ago, with Fidelity portfolio managers and quantitative analysts looking at the growth trends of founder-led companies. Dan defines what a founder-led company means to him, and how he is a “growth at a reasonable price investor, with a focus on mispriced growth”.
January 13, 2021
Looking abroad for attractive growth - Jed Weiss
Jed Weiss, long-serving portfolio manager of Fidelity International Growth Fund, reflects on how the market dislocations in 2020 presented investment opportunities. Jed targets companies with multiyear structural growth prospects, high barriers to entry and attractive valuations, based on his earnings forecasts. In today’s podcast he comments on trends he is currently seeing, his fund’s top holdings, and his sell discipline. Given that Jed runs an international fund, he explains how he utilizes worldwide Fidelity research analysts for local analysis, and navigating regional regulatory initiatives.
January 13, 2021
Outlook 2021: U.S. and Canadian equities – Striking a balance
Darren Lekkerkerker, portfolio manager of Fidelity North American Equity Class, discusses his portfolio positioning entering into 2021, where he is finding opportunities and how he is balancing U.S. and Canadian equity markets.
January 5, 2021
Generating income with dividend investing - Don Newman
Don Newman, portfolio manager, shares what initially got him into investing, discusses Fidelity’s research resources, and touches on the benefits of individual investors having a financial plan. Don’s investment process is to search for companies with strong balance sheets, but that are not so attractive that their valuations have been blown out of proportion. Don also explains how he is positioning his funds to generate income with dividend investing, and shares his outlook for markets and dividend investing in 2021. Don is Director of Research at Fidelity Investments Canada, and portfolio manager of Fidelity Dividend Plus Fund. Don also is equities sub portfolio manager on several funds, including Fidelity Dividend Fund, and Fidelity Monthly Income Fund.
December 17, 2020
Heart-to-heart with Hugo Lavallée
Portfolio manager Hugo Lavallée discusses how he is positioning Fidelity Greater Canada Fund and Fidelity Canadian Opportunities Fund to add value for investors, the benefits of Fidelity’s large research resources, and how he chooses which of the many companies he meets with to invest in. Hugo shares what being a contrarian investor means to him, reflects on the impact of COVID-19 on the Canadian market in 2020, and looks ahead to his 2021 Canadian market outlook. Hugo notes that it’s not only about what you own, but what you don’t own. The message he wants to make clear is that there is always something to buy, it just takes time to find it.
December 10, 2020
What’s next for bonds? - Jeff Moore
Jeff Moore, fixed income portfolio manager, offers his insights on his investment process and where he is finding opportunities in the global bond markets. Jeff first joined Fidelity in 1995, and currently has portfolio management or fixed income subportfolio management responsibilities on 13 funds for Canadian investors. Jeff also shares his thoughts on how President-elect Biden’s first 100 days could impact the markets, and Janet Yellen as his nominee for treasury secretary. Jeff also touches on inflation and ESG investing.
December 2, 2020
A value approach to growth investing - Kyle Weaver
Portfolio manager Kyle Weaver seeks out companies that have lower valuations relative to their long-term earnings potential, specifically looking for companies that have a set of secular business model drivers that can grow over a three to seven year horizon. Kyle takes a value approach to growth investing, which includes looking for companies that fit into three categories: hyper-growth companies, strong long-term growth companies, and durable growth companies. Kyle explains how his favourite category are the hyper-growth or “tipping point” stocks such as tech companies currently growing fast but losing money, or early stage biotech companies.
December 2, 2020
Identifying value in out-of-favour stocks - Hugo Lavallée
Portfolio Manager Hugo Lavallée discusses the advantages of active management, his contrarian investing style, and where he is finding opportunities in the current market environment. He also touts the benefits of ESG investing, an area he is very interested in. Hugo considers corrections to be healthy; helping to shake off investors who lack conviction in their strategies or the resources to carry them out, and he uses corrections both to change allocations and to reinvest in his favourite companies. He remains aggressive and is running with less liquidity.
December 2, 2020
Incorporating ETFs into your book, Part 5 Portfolio construction: Beware of consensus
Our experts Andrew Clee, VP of ETFs, and Paul Ma, VP and Lead Portfolio Strategist, weigh in on the best way to use ETFs to diversify your portfolio in times of market volatility, and how investors can optimize growth.
November 19, 2020
Liquid alternatives: Emergence of a third asset class?
For the last 40 years, investors have generally had to make two portfolio decisions: equities or bonds, and what’s the appropriate mix? In a world of ultra-low interest rates and heightened uncertainty, we discuss the emergence of liquid alternatives as a third asset class, including why now, how they work and how they fit in an overall portfolio.
November 13, 2020
Long-term leaders: Investing in the industry leaders of today and tomorrow
Introducing Fidelity Long-term Leaders Fund. Join Charlie Hebard and Michael Kim as they discuss the importance of identifying and assessing long-term industry leaders worldwide, and where they fit within a portfolio.
November 6, 2020
Market outlook and investment update with Fidelity’s Director of Global Macro, Jurrien Timmer
Jurrien Timmer, Fidelity’s Director of Global Macro, reflects on 2020 so far and dives behind the headlines dominating the news cycle. With the 2020 United States Presidential election right around the corner, Jurrien looks at how the uncertainty is contributing to the current “risk off” markets we are seeing, what history tells us about U.S. elections and what to expect this year. Jurrien also discusses the impact of COVID-19 on global markets, and current opportunities and issues in today’s markets.
October 22, 2020
Are there new rules for retirement post-pandemic?
Fidelity tax and regulatory experts Peter Bowen and Michelle Munro discuss the impact of the coronavirus pandemic on retirement planning and the key findings for investors in Fidelity’s 2020 retirement report.
June 23, 2020