FidelityConnects podcasts

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

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



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



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



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



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



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



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



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



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



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



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



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



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



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



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



Global equities outlook from London

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

December 16, 2020



Rethinking alpha generation through liquid alternatives

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

December 15, 2020



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



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



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



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



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



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



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



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



Jurrien Timmer: The global macro view - November 30, 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.

November 30, 2020



Bruce MacDonald: Asia-Pacific region in 2021

Bruce MacDonald, portfolio manager of Fidelity Far East Fund, provides an outlook on Asian equity markets and where opportunities can be found overseas.

November 25, 2020



Dividend-paying companies: 2021 outlook

Don Newman, portfolio manager of Fidelity Dividend Plus Fund, discusses the outlook for dividend-paying companies and dividend yields in the current environment and in the year ahead.

November 24, 2020



Jurrien Timmer: The global macro view - November 23, 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.

November 23, 2020



Global real estate: Impact of COVID-19 and 2021 outlook

Steve Buller, portfolio manager of Fidelity Global Real Estate, discusses the impact of COVID-19 on global commercial real estate, as well as the catalysts to look for in 2021.

November 20, 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



The health of global dividends: Opportunities and challenges

Global dividend investor Ramona Persaud takes you through her worldview and describes where she is seeing opportunities and challenges.

November 18, 2020



Where is income in Canada?

Fixed income portfolio manager Sri Tella discusses the impact of rising COVID-19 numbers and restrictions, as well as the U.S. election, on Canadian fixed income investors.

November 17, 2020



Jurrien Timmer: The global macro view - November 16, 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.

November 16, 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



Mutual funds, U.S. taxes and your clients

If you aren’t paying attention, U.S. tax rules can create significant issues. Peter Bowen provides a refresher on PFIC rules, U.S. estate tax issues for Canadians and other selected issues.

November 12, 2020



Equity research analyst panel: From industrials to financial services

Part four in our equity research analyst series providing a deeper investment discussion on each of the sectors that make up our economy.

November 10, 2020



Jurrien Timmer: The global macro view - November 9, 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.

November 9, 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



David Tulk: Global asset allocation post-U.S. election

Portfolio manager David Tulk discusses how the results of the U.S. election could affect global markets and portfolio positioning.

November 5, 2020



Post-U.S. election analysis with Jurrien Timmer and Denise Chisholm

Jurrien Timmer, Director of Global Macro, and Denise Chisholm, sector strategist, discuss the outcome of the U.S. election.

November 4, 2020



U.S. election day: Where do the markets go from here? - Jeff Moore and Greg Lowman

In its U.S. election day coverage, Fidelity weighs in on what investors can expect in the markets in the days and weeks ahead.

November 3, 2020



Mark Schmehl: When change leads to opportunity

Portfolio manager and highly sought-after expert Mark Schmehl discusses his distinctive approach to investing and his market outlook.

November 2, 2020



U.S. elections: Europe in focus

Investment director Tom Stevenson focuses the effects of both U.S. elections and a rising second wave of COVID-19 on the global and European markets.

October 30, 2020



Exclusive one-on-one with Will Danoff

Legendary portfolio manager Will Danoff discusses his outlook for the U.S. and global markets.

October 28, 2020



Countdown to the U.S. election: Expert panel

With one week to go until the U.S. election, sector strategist Denise Chisholm and Fidelity’s political expert Jim Febeo discuss possible election night scenarios and what they might mean for markets and policy.

October 27, 2020



Asia’s economic recovery amid U.S. elections, COVID-19 and global uncertainty

Located in Hong Kong, investment director Catherine Yeung weighs in on opportunities across equity markets in Asia, against the backdrop of U.S. elections, COVID-19 and uncertainty in global trade.

October 23, 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



Global small caps in focus

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

October 22, 2020



Darren Lekkerkerker: Investing with an owner’s mindset

Portfolio manager Darren Lekkerkerker discusses investing in North American equity markets, with a focus on high-quality securities, against the backdrop of U.S. elections and global uncertainty.

October 20, 2020



What’s next for Brazil, Russia, India, China and South Africa?

Portfolio manager Sam Polyak shares his outlook on emerging markets and government responses to economic obstacles. He discusses how the fund will optimize on diversification across a variety of sectors and regions.

October 16, 2020



U.S. markets and the second wave

Portfolio manager Steve DuFour discusses U.S. equity markets and his plans to update and create resilience in his portfolio through stocks with highly profitable stories.

October 14, 2020



Jurrien Timmer: The global macro view - October 13, 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.

October 13, 2020



Canada’s economic comeback: Finding pockets of resilience

Portfolio manager Max Lemieux discusses the outlook for the Canadian economy as investors look for stability in an ever-changing market landscape.

October 8, 2020



Market outlook and your fund update with portfolio manager Ramona Persaud

Portfolio manager Ramona Persaud discusses the latest market insights, fund performance updates and investment questions in this 30-minute webcast.

October 7, 2020



Steve MacMillan: U.S. equity outlook and fund positioning

Portfolio manager Steve MacMillan on taking a long-term view on U.S. markets facing a potential second wave of COVID-19, and the upcoming presidential election.

October 7, 2020



Equity research analyst panel: What’s next for gold, energy and metals?

An expert panel discusses investment opportunities across leading sectors.

October 6, 2020



Jurrien Timmer: The global macro view - October 5, 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.

October 5, 2020



Portfolio construction series: How to incorporate ETFs into your book – Part 2

Our Fidelity panel of experts discuss the fundamentals of ETF portfolio construction and the pros and cons of different types of portfolios in today’s volatile environment.

October 2, 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


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