FidelityConnects podcasts

FidelityConnects
Listen to FidelityConnects podcasts on the go, anytime, anywhere! Expand your investing horizons with access to experts when you need them.

Canada’s place in a global market - Max Lemieux

Portfolio manager Max Lemieux gives an update on the strength of the Canadian market, where we go from here and how Max is positioning Fidelity True North® Fund in today’s markets.

March 11, 2021

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Steve DuFour: U.S. markets in focus

Steve DuFour, portfolio manager of Fidelity U.S. Focused Stock Fund, discusses his view on U.S. equity valuations in this market and where he is finding opportunities.

March 10, 2021

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Denise Chisholm: Sector watch

As the vaccines continue to be rolled out, Denise Chisholm looks at what it means for sector and factor investing.

March 8, 2021

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Global Real Estate Outlook - Steve Buller

Steve Buller, portfolio manager of Fidelity Global Real Estate Fund, discusses the impact of COVID-19 on global commercial real estate since the beginning of the year, as well as the catalysts to look for as we head into the second quarter of 2021.

March 5, 2021

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Chief Investment Officer’s disciplined approach to investing - Andrew Marchese

Chief Investment Officer and portfolio manager Andrew Marchese gives an update on the Canadian market outlook in 2021 and how he is positioning Fidelity Canadian Disciplined Equity® Fund to add value for investors.

March 5, 2021

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Canadian economy and markets: A look ahead

Fixed income portfolio manager Sri Tella discusses global trade, government debt levels, low interest rates and their impact on Canadian investors.

March 4, 2021

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David Tulk: Global asset allocation outlook

Portfolio manager David Tulk explores global asset allocation as we look ahead to the second quarter of 2021.

March 3, 2021

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Jurrien Timmer: The global macro view - March 1, 2021

Fidelity’s Director of Global Macro, Jurrien Timmer, takes a closer look at investors’ response to the ongoing COVID-19 crisis and other factors influencing market expectations and reactions.

March 1, 2021

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Catherine Yeung: Asia-Pacific equity outlook

Investment director Catherine Yeung takes a close look at trade in the region and the progress and impact of the vaccine rollout, as well as other key factors affecting the success of Asia’s economic recovery.

February 26, 2021

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Exploring global markets for durable and reasonably-priced companies - Patrice Quirion

Global portfolio manager Patrice Quirion gives an update on how he is positioning Fidelity Global Concentrated Equity Fund and Fidelity International Concentrated Equity Fund to add value and his global market outlook in 2021.

February 25, 2021

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In focus: From value to global small caps

Institutional portfolio manager Naveed Rahman shares his outlook on investing in global small caps and describes fund positioning in Fidelity Global Intrinsic Value Class.

February 25, 2021

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Hugo Lavallée: Investing in Canada through the vaccine rollout

Portfolio manager Hugo Lavallée shares his contrarian viewpoint as markets and economies adapt to living in the time of COVID-19.

February 24, 2021

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Thinking outside the box: Founder-led companies in 2021

Portfolio manager Dan Kelley examines how founder-led companies fared in 2020 and how thinking outside the box positions them well in the changing landscape in 2021.

February 23, 2021

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Jurrien Timmer: The global macro view - February 22, 2021

Fidelity’s Director of Global Macro, Jurrien Timmer, takes a closer look at investors’ response to the ongoing COVID-19 crisis and other factors influencing market expectations and reactions.

February 22, 2021

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Diversifying amid volatility with market-neutral strategies

Portfolio manager Brett Dley explores liquid alternatives as an emerging asset class and how to use market-neutral strategies to diversify amid potential volatility.

February 19, 2021

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Global dividend investing with Ramona Persaud

Global dividend investor Ramona Persaud takes you through her worldview and shares her thoughts on valuations and where she is finding yield and pockets of opportunity.

February 18, 2021

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Lunar New Year: Direct from Hong Kong with Catherine Yeung

Direct from Hong Kong, Catherine Yeung shares her market outlook.

February 17, 2021

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Jeff Moore: Navigating the fixed income market in 2021

Portfolio manager Jeff Moore examines the importance of diversifying in fixed income in 2021 and tackles the discussion on finding yield in this low-rate environment.

February 17, 2021

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Jurrien Timmer: The global macro view - February 16, 2021

Fidelity’s Director of Global Macro, Jurrien Timmer, takes a closer look at investors’ response to the ongoing COVID-19 crisis and other factors influencing market expectations and reactions.

February 16, 2021

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Sustainable investing in 2021 - Nicole Connolly

Portfolio manager Nicole Connolly discusses how she is positioning the Fidelity Women’s Leadership Fund to add value and the key trends and outlook for ESG investing in 2021.

February 11, 2021

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The Silk Road: Asia-Pacific equity opportunities

Lipper Award winner and portfolio manager Eileen Dibb examines investment opportunities in Asia-Pacific equities, as well as the impact of trade relations and economic recoveries throughout the region.

February 11, 2021

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True North: 2021 Canadian equity outlook with Maxime Lemieux

From the progression of the vaccine rollout to the health of Canadian industries, portfolio manager Maxime Lemieux discusses his outlook for Canadian equities in 2021.

February 10, 2021

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Denise Chisholm: Sector and factor outlook

As the vaccines continue to be rolled out, Denise Chisholm looks at what this means for sector and factor investing.

February 9, 2021

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Jurrien Timmer: The global macro view - February 8, 2021

Fidelity’s Director of Global Macro, Jurrien Timmer, takes a closer look at investors’ response to the ongoing COVID-19 crisis and other factors influencing market expectations and reactions.

February 8, 2021

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From value to momentum: Factors at play in 2021

As different sectors and industries benefit from the increased vaccine rollout throughout 2021 and policy changes from a new U.S. administration, Vivian Hsu, Director of ETFs and Liquid Alternatives, and quantitative analyst Bobby Barnes discuss the implications for factor investing.

February 5, 2021

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The future of digital currency: Fidelity analyst panel series

Sustainable growth or flash in the pan? Our series on the future of digital currency continues: Fidelity Canada’s equity research analysts panel shares how they are approaching digital currencies, the foundations underpinning their growth and catalysts to watch for in 2021.

February 4, 2021

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Global equities outlook - Patrice Quirion

Portfolio manager Patrice Quirion shares his perspectives on global market valuations and opportunities for 2021.

February 3, 2021

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Market outlook and your fund update with portfolio manager Darren Lekkerkerker

Portfolio manager Darren Lekkerkerker discusses how he is positioning Fidelity North American Equity Class to add value, 2021 Canadian and U.S. market outlooks and the impact of COVID-19.

February 2, 2021

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Emerging markets: Global market leadership in 2021?

Portfolio manager Sam Polyak takes us through emerging markets across the world and talks about where he is seeing faster recoveries and growth opportunities.

February 2, 2021

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Big tech: Will it continue its run in 2021?

From market valuations to growth opportunities to U.S. election and policy implications, HyunHo Sohn, portfolio manager of Fidelity Technology Innovators Fund, dives into what to expect in technology in 2021.

January 29, 2021

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Finding success by thinking differently - Will Danoff and Joel Tillinghast

Will Danoff and Joel Tillinghast are veteran portfolio managers with different investment styles. For Canadian investors, Will and Joel co-manage Fidelity Global Growth and Value Class. This fund combines Will’s focus on growth and investing in “best-of-breed” firms with Joel’s focus on value, specifically companies undervalued by the market that have the potential for long-term capital appreciation. Will and Joel connect in from Boston, and comment how they miss being able to travel to Toronto to see their Canadian colleagues, but overall praise Fidelity’s response to transitioning to working from home throughout 2020. In addition to reflecting on 2020’s digital transformations, Will and Joel also look at how the market is now looking ahead to economies re-opening amidst the vaccine rollouts, and what sectors they are viewing more favourably.

January 27, 2021



Investing against the tide in 2021 - Hugo Lavallée

Hugo Lavallée, portfolio manager, believes that 2020 showed why active management is important. Hugo, who for Canadian investors, manages Fidelity Canadian Opportunities Fund and Fidelity Greater Canada Fund, brings a contrarian strategy that aims to identify value in out-of-favour stocks. Currently Hugo believes that ESG investing had been less understood in North America, leading to investing opportunities. Hugo’s main focus has been on the “E” (environmental), but he notes that his peers at Fidelity do a great job looking at the “S” and “G” (social and governance). Hugo explains that with the current vaccine rollout, travel and leisure is likely to make a strong comeback, and he is primarily focused on the pent-up demand that he feels we’ll see in travel and leisure this year.

January 27, 2021



The growth investors’ guide to finding deep value - Kyle Weaver

Fidelity U.S. Growth Opportunities Class portfolio manager Kyle Weaver brings a value driven approach to growth investing to his fund, which was launched for Canadian investors in January 2020. Kyle looks at secular trends and where society is transitioning, rather than the market cycles. He looks at a 3 - 5 year horizon for companies, but that are currently trading at a reasonable price. This is a mix of current well-known blue-chip companies, but also the blue-chip companies of tomorrow. Also, Kyle reflects on 2020 and how his fund was positioned and performed during the market volatility in March and April. In 2019 Kyle joined the team of portfolio managers on the Fidelity NorthStar® and NorthStar® Balanced Fund.

January 27, 2021



Going global for dividends - Ramona Persaud

Portfolio manager Ramona Persaud reflects on 2020, a year that required immense flexibility and resilience. Ramona took a defensive approach at the beginning of the year, and shares how Fidelity’s research resources allowed her and other portfolio managers to get ahead of the pandemic. If you’re looking for dividends, today’s podcast is for you. Ramona believes that value wins over, quality enhances downside protection, and capital allocation drives income. Ramona thinks of income as an outcome of her process, rather than a target. In all her funds, she is looking for good investment return, with low levels of volatility and reasonable income, and this generally equates with strong risk-adjusted returns. She believes valuation drives returns and quality drives downside protection and can also drive income. If Ramona focuses on valuation and quality, income can be a natural outcome of the process.

January 27, 2021



U.S. equities in an age of disruption - Steve DuFour

Portfolio manager Steve DuFour explains how he invests in companies poised to take advantage of disruption, and details his 5 step screening process to arrive at a concentrated portfolio that meets his specific criteria. For Canadian investors, Steve manages Fidelity U.S. Focused Stock Fund, and he typically starts with the S&P 500 when looking for companies to screen, but he has been gradually adding international companies to his screening list. Steve spends a lot of time looking at ESG data, and the social aspect of how companies treat their employees is very important to him. Today, Steve also comments on the healthcare sector, 5G, bitcoin and crypto, and the ongoing growth of digitization which was accelerated in 2020 by the coronavirus pandemic.

January 27, 2021

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Fixed income investing in 2021 and beyond - Jeff Moore and Michael Plage

Fixed income portfolio managers Jeff Moore and Michael Plage manage several funds for Canadian investors including Fidelity Multi-Sector Bond Fund, Fidelity Investment Grade Total Bond Fund, and Fidelity Global Core Plus Bond ETF. Michael believes that aging demographics around the world is creating a structurally positive backdrop for bonds, and Jeff touts the benefits of a research-driven investment process with a team-based approach. Jeff and Mike also comment on the similarities and differences between their funds, look at the macro picture and share thoughts on ESG investing becoming an important area of focus.

January 27, 2021



Asset allocation: global perspectives - Geoff Stein, David Wolf and David Tulk

We welcome back portfolio managers Geoff Stein, David Wolf and David Tulk from the Global Asset Allocation team. The Global Asset Allocation team manages the 29 multi-asset class funds available to Canadian investors, including the Fidelity Managed Portfolios. There are three key elements to the funds they manage: strategic benchmark development properly diversified across geographies and asset classes, active manager selection, and ongoing tactical management with under and overweights. The team also unpacks their active fund positioning, the difference between their various funds, and provide an outlook for 2021 and beyond.

January 27, 2021

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Embracing change and innovation in 2021 - Mark Schmehl

Portfolio manager Mark Schmehl believes that events change quickly, and recognizing those moments of change allow him to find opportunities that traditional investors overlook. For Canadian investors, Mark manages Fidelity Special Situations Fund, Canadian Growth Company, Global Innovators, and the newly launched Fidelity Multi-Asset Innovation Fund. Mark reflects on the volatility and opportunities from 2020, and looks at what 2021’s investing landscape might be. Mark continues to invest in places where things are changing rapidly, and to do this he leverages the strength of Fidelity’s deep global research platform. Mark filters the positive innovation from the noise, and seeks to invest in the most compelling opportunities across developed and emerging markets.

January 27, 2021

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Jurrien Timmer: The global macro view - January 25, 2021

Fidelity’s Director of Global Macro, Jurrien Timmer, takes a closer look at investors’ response to the ongoing COVID-19 crisis and other factors influencing market expectations and reactions.

January 25, 2021

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Perspective from the U.K.: From Brexit to global trade

Investment Director Tom Stevenson discusses the investment implications of Brexit, the outlook for the U.K., and European and global markets.

January 22, 2021

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Denise Chisholm: 2021 sector and factor outlook

As the vaccines continue to be rolled out, Denise Chisholm looks at what this means for sector and factor investing throughout the U.S. in 2021.

January 21, 2021

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Covid-19, vaccines and the 2021 health care sector outlook

From the state of the global vaccine distribution program to the outlook for the health care sector in 2021, portfolio managers Alex Gold and Dr. Judith Finegold share their thoughts..

January 19, 2021

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Jurrien Timmer: The global macro view - January 18, 2021

Fidelity’s Director of Global Macro, Jurrien Timmer, takes a closer look at investors’ response to the ongoing COVID-19 crisis and other factors influencing market expectations and reactions.

January 18, 2021

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Global small caps in focus: 2021 outlook

Institutional portfolio manager Naveed Rahman shares his outlook for 2021 on investing in global small caps and describes the fund positioning for Fidelity Global Intrinsic Value Fund.

January 15, 2021

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2021 investment landscape: ETFs, alts and innovations to watch

Andrew Clee, Vice President, Product, explores the investment product landscape in 2021 and beyond, including ETFs, liquid alts and other innovations.

January 14, 2021

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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: Under the hood with long/short strategies

Portfolio manager David Way discusses opportunities in liquid alternatives as an emerging asset class.

January 12, 2021

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Jurrien Timmer: The global macro view - January 11, 2021

Fidelity’s Director of Global Macro, Jurrien Timmer, takes a closer look at investors’ response to the ongoing COVID-19 crisis and other factors influencing market expectations and reactions.

January 11, 2021

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Direct from Hong Kong: 2021 Asia-Pacific market outlook

Located in Hong Kong, investment director Catherine Yeung weighs in on opportunities across equity markets in Asia in 2021.

January 8, 2021

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CIO perspectives: 2021 outlook with Andrew Marchese

Andrew Marchese, CIO and portfolio manager, begins the year for FidelityConnects by analyzing where equity markets are today and providing his thoughts on what might spark markets in 2021.

January 6, 2021

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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

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Jurrien Timmer: The global macro view - January 4, 2021

Fidelity’s Director of Global Macro, Jurrien Timmer, takes a closer look at investors’ response to the ongoing COVID-19 crisis and other factors influencing market expectations and reactions.

January 4, 2021

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The global consumer in focus

Portfolio manager Aneta Wynimko discusses the new global consumer landscape, where consumer spending is taking place and how that might change in 2021.

December 18, 2020

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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

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Emerging markets: What to expect in 2021

Portfolio manager Sam Polyak shares his outlook on opportunities in emerging markets and what to expect in 2021.

December 17, 2020

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Global equities outlook from London

Portfolio manager Jeremy Podger discusses his global portfolio positioning and shares his regional outlooks.

December 16, 2020

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Rethinking alpha generation through liquid alternatives

Portfolio manager David Way discusses the opportunities with liquid alternatives as an emerging asset class.

December 15, 2020

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Jurrien Timmer: The global macro view - December 14, 2020

Fidelity’s Director of Global Macro, Jurrien Timmer, takes a closer look at investors’ response to the ongoing COVID-19 crisis and other factors influencing market expectations and reactions.

December 14, 2020

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Eileen Dibb: Asia-Pacific outlook

Portfolio manager Eileen Dibb discusses where investors can find opportunities in the Asia-Pacific region and the impact of the recent U.S. election.

December 11, 2020

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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

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Take your portfolios overseas with ETFs

Fidelity ETF expert Étienne Joncas-Bouchard discusses international equity ETFs and the opportunities and importance of investing overseas in today’s environment.

December 8, 2020

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Jurrien Timmer: The global macro view - December 7, 2020

Fidelity’s Director of Global Macro, Jurrien Timmer, takes a closer look at investors’ response to the ongoing COVID-19 crisis and other factors influencing market expectations and reactions.

December 7, 2020



Live from the U.K.: 2021 outlook series

Based in London, investment director Tom Stevenson discusses the impact of COVID-19 and the U.S. election on Europe and the U.K.

December 4, 2020

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Nicole Connolly: What’s next for ESG and sustainable investing?

Nicole Connolly, Head of ESG and portfolio manager of Fidelity Women’s Leadership Fund, provides context on ESG investment themes and what might be expected following the U.S. election.

December 3, 2020

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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

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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

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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



David Wolf: 2021 global asset allocation outlook

David Wolf shares his global outlook and fund positioning across asset classes and regions and weighs in on changing monetary and fiscal policy.

December 1, 2020

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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


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