FidelityConnects

40 Episodes
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By: Fidelity Canada

Connecting you to the world of investments to help you stay ahead. Expand your investing horizons with access to experts when you need them. Listen to FidelityConnects podcasts on the go, anytime, anywhere! Also, visit www.fidelity.ca to register for live interactive webcasts.

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Long/short investing strategies in the second half - David Way
#1739
Today at 5:00 PM

Are you looking to generate alternative sources of alpha for your client’s portfolios in the second half of 2026? Join David Way, Portfolio Manager, to discover the portfolio benefits of liquid alternatives and to learn more about Fidelity Long/Short Alternative Fund.

Recorded on June 16, 2026

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a...


Capital Markets Playbook – Andrei Bruno
#1738
Yesterday at 5:00 PM

Kick off the trading week with Andrei Bruno, Director of ETFs, for a comprehensive discussion on the latest in capital markets, including an update on the latest on Fidelity’s All-in-One ETFs, and the factors at play in today’s market cycle.

Recorded On June 16, 2026

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a fi...


East meets alpha: Investing in Asia and Japan – Eileen Dibb
#1737
Last Monday at 5:00 PM

With Japan undergoing a corporate transformation and Asia continuing to drive global growth, the investment case for the region is evolving. Join Eileen Dibb, portfolio manager of Fidelity’s Asia Star Fund and Japan Fund, as she breaks down the themes shaping both markets and where she sees the most compelling opportunities today.

Recorded on June 12, 2026

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life go...


Canada’s moment: Opportunities advisors can’t ignore – Part 3 – David Tulk
#1736
Last Friday at 5:00 PM

Part 1

Join us for a focused discussion led by geopolitical expert and former CIA officer David Bridges and trade specialist Heather Hagerty, who will frame how shifting alliances, “friend-shoring” and evolving USMCA dynamics are reshaping North America’s investment landscape – and why Canada is re-emerging as a compelling opportunity.

Part 2 & 3

Building on that foundation, Reetu Kumra, Joe Overdevest and David Tulk will connect these macro forces to portfolio construction, including Canada’s role in energy and natural resources, diversification and client positioning. Walk away with insights you can use immediately in portfolio construction and client...


Canada’s moment: Opportunities advisors can’t ignore – Part 2 – Reetu Kumra & Joe Overdevest
#1735
Last Thursday at 5:00 PM

Part 1

Join us for a focused discussion led by geopolitical expert and former CIA officer David Bridges and trade specialist Heather Hagerty, who will frame how shifting alliances, “friend-shoring” and evolving USMCA dynamics are reshaping North America’s investment landscape – and why Canada is re-emerging as a compelling opportunity.

Part 2

Building on that foundation, Reetu Kumra, Joe Overdevest and will connect these macro forces to portfolio construction, including Canada’s role in energy and natural resources, diversification and client positioning. Walk away with insights you can use immediately in portfolio construction and client discussion...


Canada’s moment: Opportunities advisors can’t ignore –Part 1– David Bridges
#1734
06/17/2026

Part 1

Join us for a focused discussion led by geopolitical expert and former CIA officer David Bridges and trade specialist Heather Hagerty, who will frame how shifting alliances, “friend-shoring” and evolving USMCA dynamics are reshaping North America’s investment landscape – and why Canada is re-emerging as a compelling opportunity.

Part 2

Building on that foundation, Reetu Kumra, Joe Overdevest and David Tulk will connect these macro forces to portfolio construction, including Canada’s role in energy and natural resources, diversification and client positioning. Walk away with insights you can use immediately in portfolio construction and client...


Balancing income and risk in today’s markets – Adam Kramer
#1733
06/15/2026

Join Adam Kramer as he shares his approach to uncovering income and value across global markets. Managing the Fidelity Strategic Income Fund and co-managing the Fidelity Tactical High Income Fund, Adam focuses on balancing opportunity with risk, carefully navigating credit, duration and equity exposures to drive income, growth and downside protection.

Recorded on June 10, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity...


Jurrien Timmer's global macro view – June 8, 2026
#1732
06/12/2026

Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next.

Recorded on June 8, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account.

Visit fide...


The power of factors: Precision investing for modern markets – Bobby Barnes
#1731
06/11/2026

Join Bobby Barnes for a comprehensive discussion on the advantages of Fidelity’s quantitative research team, and factor investing, as well as the factors and Fidelity ETFs that may be favourable in the marketplace in the months ahead.

Recorded on June 5, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or th...


Emerging Markets Opportunities: Looking for growth beyond the usual markets – John Dance
#1730
06/10/2026

Join Portfolio Manager John Dance for his FidelityConnects debut as he highlights the opportunity set in emerging markets. Learn how the Fidelity Emerging Markets Opportunities Fund aims to deliver diversified global equity exposure through active management, and investing in companies driving innovation and growth across emerging economies. Discover how this strategy can help complement developed market allocations and enhance portfolio balance.

Recorded on June 4, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios...


Markets at mid year: CIO Andrew Marchese’s insights on what matters next
#1729
06/08/2026

As we reach the halfway point of the year, markets are recalibrating – and investors are looking ahead to what’s next. Join Andrew Marchese, Chief Investment Officer and Portfolio Manager, for a mid year check in on global equities and the forces shaping markets for the rest of 2026. Andrew will unpack what’s driven returns so far, where opportunities and risks are emerging, and how investors should be thinking about positioning as the year unfolds.

Recorded on June 2, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead...


Jurrien Timmer's global macro view – June 1, 2026
#1728
06/07/2026

Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next.

Recorded on June 1, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howt...


Are consumers ready for takeoff? Inside travel and leisure trends – David Cochrane
#1727
06/06/2026

With peak travel about to begin, is travel still a priority for U.S. consumers? Join David Cochrane, Equity Research Analyst, as he dives into the latest trends shaping travel and leisure spending. David will break down what’s driving consumer demand, how behaviours are shifting and what these trends signal for companies—and markets—heading into the second half of the year.

Recorded on May 29, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted invest...


Denise Chisholm's sector and factor perspectives – May 28, 2026
#1726
06/04/2026

Denise Chisholm, Director of Quantitative Market Strategy, brings her unique insights and perspectives on the sectors to watch in global markets.

Recorded on May 28, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fifth...


Retirement trends with ClearPath® portfolios – Jon Knowles
#1725
06/03/2026

Join Jon Knowles, Institutional Portfolio Manager, for a ClearPath® discussion on the retirement trends advisors can’t afford to ignore. The conversation explores how evolving markets, client expectations and portfolio positioning are influencing retirement outcomes—and what advisors can do to stay ahead.

Recorded on May 27, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with...


Jurrien Timmer's global macro view – May 25, 2026
#1724
05/31/2026

Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next.

Recorded on May 25, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account.

Visit fide...


Global Allocation in Action: Inside Fidelity Managed Portfolios – David Wolf
#1723
05/26/2026

Join David Wolf, portfolio manager on Fidelity’s Global Asset Allocation team, for an update on market dynamics and portfolio positioning. David will share insights into Fidelity Managed Portfolios, including recent over- and underweight exposures, and discuss how key macroeconomic themes are shaping the team’s outlook for Q2 and beyond.

Recorded on May 21, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutu...


Introducing Fidelity Alternative Bond Fund – Peter Khan and Olivier Simon-Vermot
#1722
05/22/2026

Join Fidelity portfolio managers Peter Khan and Olivier Simon-Vermot for an in depth discussion on the launch of the Fidelity Alternative Bond Fund, Fidelity’s first fixed income–focused liquid alternative offering for Canadian investors. In this webcast, Peter and Olivier will walk through the Fund’s investment objective, portfolio construction and risk management approach, and discuss how the strategy may fit within client portfolios – particularly for advisors looking to broaden their fixed income toolkit in a changing market environment.

Recorded on May 19, 2026.

At Fidelity, our mission is to build a better future for Canadian investor...


FOCUS 2026 | Against the crowd: Finding opportunities in a concentrated market – Hugo Lavallée
#1721
05/19/2026

Catch up on the key moments and presentations from FOCUS.

Recorded on May 5, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1...


The ETF roundup with Étienne Joncas-Bouchard – May 2026
#1720
05/19/2026

Join Étienne Joncas-Bouchard, Fidelity’s Director of ETF & Alternatives Strategy, for a discussion on the current ETF landscape, including an update on Fidelity’s All-in-One ETFs and ETF product lineup.

Recorded on May 13, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtob...


FOCUS 2026 | Expanding the alpha landscape with Global Opportunities Long/Short – Max Adelson
#1719
05/18/2026

Catch up on the key moments and presentations from FOCUS.

Recorded on May 5, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1...


FOCUS 2026 | Income that moves with markets – Adam Kramer
#1718
05/17/2026

Catch up on the key moments and presentations from FOCUS.

Recorded on May 4, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1...


FOCUS 2026 | Big picture briefing: The forces shaping markets right now – Jurrien Timmer
#1717
05/16/2026

Catch up on the key moments and presentations from FOCUS.

Recorded on May 4, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1...


FOCUS 2026 | Redefining diversification: The case for alternative equity now – David Way
#1716
05/15/2026

Catch up on the key moments and presentations from FOCUS.

Recorded on May 4, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1...


Jurrien Timmer's global macro view – May 11, 2026
#1715
05/15/2026

Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next.

Recorded on May 11, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howto...


FOCUS 2026 | Finding durable opportunities in North America – Darren Lekkerkerker
#1714
05/14/2026

Catch up on the key moments and presentations from FOCUS.

Recorded on May 4, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1...


True North trends: Opportunities in Canadian equities – Maxime Lemieux
#1713
05/14/2026

Join Portfolio Manager Max Lemieux for an update on Fidelity True North® Fund. Maxime will share his insights on the current state of Canada’s markets, key sectors driving performance and strategies for positioning portfolios. Whether you’re focused on growth opportunities or navigating volatility, this session will provide actionable ideas and a clear outlook for the months ahead.

Recorded on May 12, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them...


FOCUS 2026 | Allocation priorities: Building resilient portfolios – David D. Wolf, David Tulk, Ilan Kolet
#1712
05/13/2026

Catch up on the key moments and presentations from FOCUS.

Recorded on May 4, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1...


FOCUS 2026 | Building resilient portfolios with dividend strategies – Ramona Persaud
#1711
05/13/2026

Catch up on the key moments and presentations from FOCUS.

Recorded on May 5, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1...


FOCUS 2026 | Value with clarity: What fundamentals are telling us now – Daniel Dupont
#1710
05/12/2026

Catch up on the key moments and presentations from FOCUS.

Recorded on May 5, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1...


Technology in 2026: What matters now – HyunHo Sohn
#1706
05/12/2026

Valuations, innovation and what’s next for tech – HyunHo Sohn, Portfolio Manager of the Fidelity Technology Innovators Fund, dives into the forces shaping the sector this year.

Recorded on May 8, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more inform...


FOCUS 2026 | Systematic investing comes to fixed income – Karishma Kaul
#1709
05/11/2026

Catch up on the key moments and presentations from FOCUS.

Recorded on May 4, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1...


Denise Chisholm's sector and factor perspectives – April 30, 2026
#1705
05/11/2026

Denise Chisholm, Director of Quantitative Market Strategy, brings her unique insights and perspectives on the sectors to watch in global markets.

Recorded on April 30, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fifth ye...


FOCUS 2026 | Looking ahead: What matters most for the second half – Andrew Marchese
#1708
05/10/2026

Catch up on the key moments and presentations from FOCUS.

Recorded on May 4, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1...


FOCUS 2026 | Emerging markets in motion: Where opportunities are – John Dance
#1707
05/09/2026

Catch up on the key moments and presentations from FOCUS.

Recorded on May 4, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1...


FOCUS 2026 | Building better portfolios from the inside out – Étienne Bouchard and Brendan Sims
#1704
05/08/2026

Catch up on the key moments and presentations from FOCUS.

Recorded on May 4, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1...


Bank of Canada reaction with economist Don Drummond
#1702
05/08/2026

Join us for a special interview with former TD Bank Chief Economist Don Drummond as he breaks down what the latest Bank of Canada decision means for inflation, industry trends and financial markets.  

Recorded on April 30, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Vi...


FOCUS 2026 | Quality without borders: Global equities in action – Patrice Quirion
#1703
05/07/2026

Catch up on the key moments and presentations from FOCUS.

Recorded on May 4, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1...


Active asset allocation: Global opportunities – Ayesha Akbar
#1701
05/06/2026

Ayesha Akbar, portfolio manager of Fidelity Global Asset Allocation Fund, examines the trends and themes driving both global equity and bond markets, and explains how Fidelity’s global resources aid in employing active asset allocation to take advantage of these market opportunities.

Recorded on May 1, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a...


The quant opportunity: Revisiting Fidelity’s data-driven capabilities – Gilbert Haddad
#1700
05/04/2026

Head of Advanced Strategies and Research Gilbert Haddad focuses on how data and analytics support modern portfolio construction. He'll break down how the Quantitative Research and Investment (QRI) division fits within the broader Fidelity ecosystem, highlight how QRI's work supports the investment management teams and examine data-driven products that may benefit you and your clients.

Recorded on April 29, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial...