Today we welcome special guest Laura Tamblyn-Watts, CEO of CanAge and Author of “Let’s Talk about Aging Parents: A Real-Life Guide to Solving Problems with 27 Essential Conversations” . Laura tackles the topic of an aging population, how it could impact the financial advisor community and discusses other aging and generational trends and issues. Twenty years from now, about 1 in 4 Canadians will be 65 years or older. Canadians are living longer, and the sandwich generation is very prevalent...

As US equity markets slide, we check in with Denise Chisholm, Director of Quantitative Market Strategy, to get her thoughts on international equities and other opportunities. With Europe most likely looking to cut rates earlier than the US, does this make a strong case for international equities? Denise says not necessarily. Even though European and international assets are cheaper than North America, Denise stresses the importance of growth. International equities have always been cheaper,...

Today on the show, we are joined by special guest Danielle LeClair. Danielle is the Director of Manager Research at Morningstar Canada. Morningstar has been providing ratings to help investors find top-performing ETFs and Mutual Funds since 1985. Danielle deep dives into Morningstar’s methods and processes when it comes to determining star and medalist ratings. She also explains the importance of having a Canadian research team on the ground. Danielle explains how Canada is a different market...

On April 18 and 19 Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. Today we’ll hear portfolio manager Salim Hart’s FOCUS session, sitting down for a discussion on-stage with host Glen Davidson. Salim is known to Canadian investors as co-portfolio manager on Fidelity Global Intrinsic Value, working alongside Sam Chamovitz and Morgen Peck. And today, in addition to speaking with Glen...

Between PPI, CPI, and retail sales, a slew of US economic data was released last week, and equities have continued to push higher as investors awaited the reports. But will the equity gains continue? Joining the show today to provide some answers, share how the latest bond market action is affecting his outlook, and much more, is Fidelity Director of Global Macro Jurrien Timmer. Jurrien discusses the significance of this new inflation data, particularly the Consumer Price Index, and its...

This month marks the 10-year anniversary of Fidelity Tactical High Income Fund, which is regarded as a one-stop solution for your investment needs, its multi-asset construction is instrumental in navigating today’s market landscape. So, what is the strategy behind the fund? And how is the fund performing 10 years in? Institutional Portfolio Manager Scott Mensi works alongside portfolio manager Adam Kramer, and is today’s guest. Scott joins host Glen Davidson, and will dive into what’s driving...

For today’s episode we welcome back Jessie Sarafian, host of our Invested in Wellness podcast and live webcast series. We’re taking a break from our usual content today and encourage you to stand up and stretch with this 10-minute exercise. Join Jessie as she guides you through a series of movements standing up. We will focus on balance and posture ensuring we stand proud and tall as we go about our daily life. Perfect for all levels. For more from Jessie, make sure to subscribe to her...

Today on the show, we talk to Matt Siddle, portofilo manager and co-manager of the Fidelity Europe Fund. Matt discusses the recent activity in European markets and where he is seeing investing opportunities in this second quarter. Matt says even though the US market tends to look stronger than the European market, he argues Europe is more attractive on a valuation basis. He says by looking at PE as a measure, Europe has more value options with half of the market below 15 times earnings.  US...

For today’s podcast, we’re pleased to present another installment in our “Behind the Numbers” series, where Chris Pepper, VP, Corporate Affairs, sits down with Fidelity’s portfolio managers, analysts, subject-matter experts, and more, about what brought them into investing and what drives them every day. In this episode, Chris sits down with Dave Way, portfolio manager of Fidelity Long/Short Alternative Fund. We’ll hear about Dave’s career path and his interests outside of work. You can head...

Today on the show, institutional portfolio manager Ilan Kolet comments on the recent Federal Reserve announcement and what this means for markets and the positioning of the Fidelity’s Global Asset Allocation team. Ilan says what stood out to him in the Fed’s decision to hold rates is that there has been great progress made on inflation, but at the same time, in the last few months inflation has not been cooperative. There have been some lags in inflation indicators, but at this point it...

Today on the show, Peter Bowen, VP of Tax and Retirement Research at Fidelity Canada, breaks down the capital gains changes from the recently released 2024 Federal budget. He explains what the tax changes could mean for your clients and potentially their investment and retirement plans. Peter reviews what changed, including how the capital gains inclusion rate increased from one half to two thirds. He says most individuals won’t be affected, but these tax changes could affect corporations and...

Today we welcome long-time Fidelity investor Mark Schmehl to the show. Mark talks about opportunities he’s seeing in technology and AI and what other disruptive trends he’s seeing in the market landscape right now. Mark says his focus is on AI solutions. He says AI solutions are changing the fundamental ways that companies do business. He adds that companies must spend, otherwise, they will be wiped out by competitors that make use of AI. He gives India as an example. On a recent trip there,...

Today we welcome special guest Chris Kuiper on the show. Chris is Director of Research at Fidelity Digital Assets. He discusses many digital landscape topics and trends including Bitcoin’s recent halving and SEC’s approval on Bitcoin ETPs. Bitcoin’s recent halving event is a process where the new incoming supply of Bitcoin is halved. This process takes place every four years and essentially reduces the reward given to miners for securing the network. Historically, Bitcoin halving usually...

Equity gains at the beginning of last week were in thanks to last Friday's weaker-than-expected US jobs report. That, along with a slightly higher unemployment rate, is leading investors to price in two interest rate cuts by the end of 2024, with the hopes of a cut as early as september. So is the rate scare officially over? Joining the show today to share his thoughts on this and more is Fidelity Director of Global Macro Jurrien Timmer. Jurrien speaks to the importance of inflation...

On April 18th and April 19th, Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. Today’s podcast features portfolio manager Hugo Lavallée. Hugo manages several portfolios including Canadian Opportunities Fund, as well as co-manages Global Equity Plus fund with Mark Schmehl and Dan Dupont. Hugo sits down with host Glen Davdison to talk about his investment style and what opportunities...

Today on the show, we check in with Fidelity’s Director of Quantitative Market Strategy Denise Chisholm and get her thoughts on recent job growth numbers, the Federal reserve’s next possible move, and the impact of current geopolitical risks. Denise dissects recent positive job growth numbers and says if you step back and look at the overall picture, you will see that year-on-year payroll growth or even three to six months back, we are only in the second quartile and the correlation you see...

On April 18 and 19 Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. Today we’ll hear from portfolio manager Dan Dupont, as he sits down with host Agnes Doherty at FOCUS. Dan, a Fidelity veteran who joined Fidelity in 2001, manages or is underlying manager of several Fidelity funds for Canadian investors. This includes Fidelity Canadian Large Cap Fund, Global Value Long/Short,...

Today on the show, we take a look around the global markets as we check in with Fidelity International Investment Director Tom Stevenson. With the recent rally of the FTSE 100, UK’s leading stock market index, Tom breaks down what the upswing could mean for European markets and investors. He points out UK's market is currently attractively valued compared to the US, with a price-to-earnings ratio of about 12 compared to 20 in the US. Tom adds the decline in the pound's value benefits UK...

On April 18th and April 19th, Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. Today’s podcast features portfolio manager Connor Gordon who co-manages Fidelity’s Global Small Cap Opportunities Fund with Chris Maludzinski. Connor sits down with host Pat Bolland to discuss the fund which launched in 2022. We’ll hear how the fund is managed, how it applies a “go anywhere” approach and...

A green economy has become a priority for governments and companies around the world, and investors are listening. As people look for ways to be more sustainable in their everyday lives, sustainable investing is becoming an increasingly important factor to many. Joining the show today are Portfolio Manager Anna Lester and Institutional Portfolio Manager Mike Hagopian, for a look at their sustainable investing methodology, and for an update on the Fidelity Sustainable World ETF and mutual...

On April 18th and April 19th, Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. For today’s podcast, we’re bringing you a discussion from this event, featuring portfolio manager and CIO Andrew Marchese and portfolio manager Reetu Kumra who both sat down with host Glen Davdison. Today we’ll hear how the fund is managed, how it complements other Fidelity alternative funds, and how it...

Fidelity Director of Global Macro, Jurrien Timmer, is back on the show today to discuss various aspects of the current market landscape and keep you up to date with the economic factors at play. Jurrien and host Pamela Ritchie have a conversation about the importance of earnings and interest rates in shaping market dynamics, with Jurrien highlighting positive trends in earnings growth and potential headwinds from rising bond yields. He notes that despite recent geopolitical tensions, the...

On April 18 and 19 Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. Portfolio manager David Way's session from FOCUS is today's podcast. Dave was originally hired in 2008 as a research analyst, then in 2020, now as a portfolio manager, his Fidelity Long/Short Alternative Fund was launched. Today Dave sits down with host Pat Bolland to explain how he is finding the winners and...

On April 18 and 19 Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. Today’s Fidelity Connects podcast brings you portfolio manager Mark Schmehl’s session from the event. Mark, a Fidelity veteran, manages Fidelity Global Innovators Class, Special Situations Fund, Canadian Growth Company, among others. He sits down for a nearly 1-hour discussion with moderator Agnes Doherty to share his...

On April 18 and 19 Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. Today’s podcast is our Global Asset Allocation team’s session from the event, with host Pat Bolland sitting down with portfolio managers David Wolf, David Tulk, and institutional portfolio manager Ilan Kolet. The team currently manages over $84B on behalf of Canadian investors, and today they’ll share more about their...