FidelityConnects

Earlier this month the Federal Reserve cut interest rates for the first time this year. But did the Fed cut because conditions allowed - simply pulling back on policy that was too restrictive - or out of necessity, reacting to a weaker economy? And how can you spot difference while it's unfolding? Today's guest says profits may hold the answer - a leading indicator that can help cut through the noise. Joining today's episode to discuss all this and more, including her top and bottom three sectors, is Fidelity Director of Quantitative Market Strategy, Denise Chisholm. Recorded on September 26, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.  

It's autumn. The leaves are changing to brilliant colours, outdoor BBQs are getting wrapped up for the winter, and for those lucky enough to own a family cottage, the pipes will need winterizing and the windows are boarded up. In the land of real-asset investing, where does cottage ownership fit? Is it an investment, or a cost, season after season? And how to divide such assets between children when a parent dies, or when parents would like to sell out of their interest? There are several tax efficient manners in which to attempt such a thing, and there are also a host of tax inefficient ways pass on the family heirloom. Joining today's episode to get to the tax structures that really matter when attempting to change the deed on a family cottage is Director of Tax and Retirement Research, Jacqueline Power. Recorded on September 24, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

The Federal Reserve's latest rate cut has pushed treasury yields higher. Despite a lower policy rate, the U.S. 10 and 30-year yield jumped 10 basis points following the announcement. If rates continue to lower, how might this further impact fixed income? And what might be a good addition to your portfolio amidst the current market environment? Joining today's episode is Scott Mensi, Institutional Portfolio Manager, for a discussion on all this and more, including how Fidelity's Tactical High Income Fund is currently positioned. Recorded on September 23, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

As the trade channels of a new, multipolar world begin to form, the investment thesis that could stick is a global bull market. Is the current bull market a cyclical one within a much more secular story? Do the charts show us a new, sustainable leg up, with the Fed now in easing mode? And what are investors to do with inflation? Joining today's episode to help guide your decisions in this new era of Federal Reserve policy, layered on top of a relentless A.I. build out is Fidelity's Head of Global Macro, Jurrien Timmer. Recorded on September 22, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

The healthcare sector is facing challenges under the U.S. administration's drug pricing reform, and tariffs continue to add uncertainty. The end-of-month deadline is approaching for drugmakers to respond with binding commitments in matching U.S. drug prices to overseas levels. How are equities in healthcare reacting? And what are the implications for pharma? On a positive note, med tech seems to be performing well. What opportunities lie there? Joining this episode from the UK to unpack the evolving landscape of the healthcare sector, tariffs, and investment opportunities is Portfolio Manager Alex Gold. Alex manages the Fidelity Global Health Care Fund. Recorded on September 19, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Interest in ETF investing remains strong across Canada. In fact, Fidelity's All-in-One ETF line-up recently crossed a significant milestone: $10 Billion in Assets Under Management since inception. So, what's driving the popularity of ETFs, and more specifically, Fidelity's All-in-One ETFs? Which factors may perform well in today's market environment? Joining today's episode is Étienne Joncas-Bouchard, Director, ETF and Alternatives Strategy. Recorded on September 17, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Today's topic is one that affects many Canadians and equally many of your clients – life after retirement. What exactly is shaping the retiree experience? And how can you better support your clients as they approach this significant chapter in their lives? Joining today's episode is one of the original members of Fidelity Canada's retirement and research team, Peter Drake. Peter is the former Vice President, Retirement and Economic Research at Fidelity. From the depths of the global financial crisis to the start of the bull run on U.S. equities, he travelled coast to coast speaking to many of you and your clients. Peter has more than 50 years of experience as an economist, including working with the economics department of the TD Bank Financial Group, spending 11 years as a Vice President of the Bank and Deputy Chief Economist. It's been 10 years since Peter retired from Fidelity in 2015, and he's come back for a special sit-down interview to share his personal reflections and professional perspectives on life after work. Recorded on September 16, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

The Bank of Canada and the Federal Reserve have slashed their benchmark rates by a quarter point. It's the Fed's first cut of 2025 and the Bank of Canada's second - a synchronized move that sent North American equities higher at the open. Canadian yields have historically followed U.S. treasuries, but our next guest wonders - is that relationship beginning to shift? Joining today's episode to unpack what the latest rate cuts could mean for tariffs, mortgage rates, and more, is fixed income Portfolio Manager Lee Ormiston. Recorded on September 18, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

2025 has been a transformational year. From trade to geopolitics and to monetary policy, seismic shifts are occurring underneath investors at a breakneck speed. One of these shifts is around crypto, with Washington legitimizing this asset class and technology. How is this new friendly policy crypto movement going to impact the future of investing? To tackle this big question, the tokenization of money and what short, medium and long term impacts investors could expect, we're joined by equity research analyst Nicholas Everett. Nicholas is at the forefront of financial innovation, covering the U.S. FinTech and financial services sectors.   Recorded on September 12, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

We're just hours away from rate decision day, with both the Fed and the Bank of Canada holding press conferences today. Last week's inflation and employment reports suggest a green light for rate cuts across the board. But questions surrounding how current political sentiment is shaping long-term Fed independence still remain. How might the markets react if rate cuts do resume? And looking further down the line, will a change in Fed personnel result in a shift in how monetary policy is fundamentally conducted? Joining today's episode to discuss how these key economic and market factors are contributing to asset allocation decision making is Portfolio Manager and member of Fidelity's Global asset allocation group, David Wolf. Recorded on September 15, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

We are now less than a week away from next week's highly anticipated Fed meeting. And with many expecting the Fed to cut rates, curiosity surrounding the size of the cut persists. Joining today's episode to discuss what a US rate cut could mean for the markets, and which sectors are top of mind is Fidelity Director of Quantitative Market Strategy, Denise Chisholm. Recorded on September 11, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.  

After what seems like forever, Parliament resumes in Ottawa next week with no shortage of legislative issues on the agenda. Tariffs, housing, U.S. relations, China, energy, and even a budget. These are only some of the topics that may be tackled in the House this session. And all this following an unprecedented election campaign won by Mark Carney just a few weeks after winning the Liberal Party nomination. So, what can investors and advisors expect from the Fall session? What can they expect from Prime Minister Carney himself? Joining today's show is Andrew Bevan, National Campaign Co-Director for Prime Minister Mark Carney and CEO at Catalyze4. Recorded on September 10, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

With major markets charting different paths to recovery, how might investors assess what many are calling a “K-shaped economy”? Connor Gordon & Chris Maludzinski, Co-managers of Fidelity Global Small Cap Opportunities Fund, join us in studio to share an update on how these diverging market conditions are impacting their investing thesis and how the interest rate environment is affecting their portfolio. They also highlight where they are finding mis-pricing opportunities both in North America and across the globe. Recorded on September 9, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

While the equity bull market remains narrow, with tech leaders directionally powering indices higher, does the rest of the market make sense today? And where in this market do newer assets, or newer asset allocations, take their place in the leaderboard? Where do gold, bitcoin, and bonds of all stripes rank? Does their current placement hold for the months and years ahead, as we settle into a space of fiscal dominance? Today's guest says that the earnings, buybacks and margins stories are indeed underwriting stock strength, despite a chaotic macro-economic picture. Though, there are signs this secular bull market is a maturing one. Joining this episode to share with you his latest research and thoughts is Fidelity's Director of Global Macro, Jurrien Timmer. Recorded on September 8, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Canada is facing economic challenges, and U.S. tariff stories continue to develop. How do trade tariffs impact the automotive industry in terms of consumer demand, pricing, and the supply chain?Consumer spending has been weak, but can the increase of defence and government spending be supportive for our economy? How does government spending such as infrastructure investment impact sectors like transportation and housing? Joining this episode to unpack cycles of government spending, and discuss how the auto industry and industrials are being reshaped under the impact of U.S. tariffs, is Equity Research Analyst Robert Reynolds. Recorded on September 5, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

A potential Supreme Court ruling on the Fed's independence is making headlines - and could reshape how monetary policy is managed in the US. As questions swirl around the Fed's role and the broader policy landscape, we turn our attention to how investors are responding. Today, we begin with a look at industry flows: from ETFs to mutual funds and portfolio positioning as we head into Fall and the final stretch of the year. We'll also explore international markets, all in one solutions, and whether today's environment echoes the 1980s - a time of surging IPOs and housing activity. Joining today's episode to unpack it all is Andrew Clee, Vice President of Product and Managed Accounts. Recorded on September 2, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Resilience in the face of a once-in-a-century tariff shock has been a defining theme in the markets this year. While company earnings worldwide have held steady, the key questions for investors are: What's next this fall and into 2026? How will tariffs affect companies going forward? How will they impact different countries, companies, and asset classes? This episode will take a closer look at how the tailwind of artificial intelligence is being balanced against these headwinds - and where opportunities may lie for you. Joining today's episode for a conversation on the state of the markets is Andrew Marchese, Fidelity Portfolio Manager and Chief Investment Officer. Andrew leads a high-performing team of over 100 investment professionals, including portfolio managers, research analysts, traders and more that manage over $100 billion in assets. Recorded on September 3, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Investors are watching the Fed's next move very closely. With a softening labor market on one side, and persistent inflation on the other, a big question for the markets is how the largest central bank in the world is “duelling” with its “dual” mandate. To unpack the direction of travel for monetary policy, what it all means for the fixed income landscape, where there are opportunities, and how Fidelity is actively managing its bond strategies for unit-holders, Fidelity Institutional Portfolio Manager Christine Thorpe is joining today's episode to offer her perspectives and outlook. Recorded on August 27, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

With markets now expecting a fed cut in September, many investors are wondering how they might need to "adjust" their portfolios. With this possible new stance from the Fed towards lower rates, the back to office push, and the infrastructure build to support the economy of the future, like data centres, what role can real estate play in your diversified portfolio in this environment and over the long term? And how are tariffs impacting supply chains of builders and major players in the global real estate sector? To unpack the fed cut story and how this might impact various sub sectors, and to give you insights on a topic that almost every Canadian likes to talk about, Portfolio Manager Steve Buller joins today's episode. Steve manages the Fidelity Global Real Estate Fund. Recorded on August 26, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Three weeks from now, September 17th, is a very ‘live' Fed decision day. At the Jackson Hole Symposium last week, U.S. Federal Reserve Chair, Jay Powell, opened the door wide to a rate cut at that meeting. However, a marked - and somewhat expected - shift in tone to the Labour side of the Fed's dual mandate was present. The word “curious” was used to describe labour market traits at this time. Discussion of a cut in September lit equity markets on fire through Friday's trade. But what do moves in the long bond space tell us? Today's guest says that with all the moving pieces in today's marketplace, the best strategy might be to stick with what you have deployed and not make any sudden moves. Joining today's episode to help put the macro themes - including massive earnings releases later this week - into perspective for you is Fidelity's Director of ETFs, Andrei Bruno. Recorded on August 25, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

With tariffs, commodity markets, and earnings season surprises making headlines, it seems everything is boiling down to one big question: Is this the beginning of a new era in global trade? And if so, what might global trade 2.0 mean for advisors and investors? Joining today's show to unpack the research and help answer these questions and more is Fidelity Director of Quantitative Market Strategy, Denise Chisholm. Recorded on August 22, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

We're in the early innings of the tariff impact unfolding. As markets continue to shift, investors are re-evaluating their exposure across geographies, sectors, and asset classes. On this episode, we'll explore how investors are navigating volatility - and how a lifecycle strategy can help keep clients stay on track toward their retirement goals. We'll also unpack inflation, tariffs, and currency positioning, and what they mean for retirement-focused portfolios like the Fidelity ClearPath Target Date funds. Joining today's episode to share those insights is Jon Knowles, Institutional Portfolio Manager on Fidelity's Global Asset Allocation team. Recorded on August 21, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Canada's ETF industry continues to evolve, and over the past month, we've seen strong interest in international trade and equities, highlighting a growing appetite for global diversification. In particular, there's been a notable rise in active ETFs, with investors increasingly drawn to their flexibility and potential for outperformance. Recent market activity, including a rally in U.S. equities, has sparked conversations around concentration risk and portfolio construction. Joining today's episode to unpack what's driving ETF flows, how Fidelity is adapting, and what investors should be watching in the months ahead, is Étienne Joncas-Bouchard, Fidelity's Director of ETF and Alternative Strategy. Recorded on August 20, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

This week, all eyes are on the Jackson Hole Symposium, where investors are waiting for Fed Chair Jerome Powell's take on the direction of the economy. With interest rate decisions, employment trends, and questions around U.S. exceptionalism shaping today's market conditions, how is Fidelity's Global Asset Allocation team positioning portfolios for the second half of 2025? Joining today's episode to share his insights is Fidelity Institutional Portfolio Manager, and member of the Global Asset Allocation team, Ilan Kolet. Recorded on August 19, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Ukrainian President Volodymyr Zelensky and several European leaders are in Washington for ongoing discussions, and attention is turning to the Federal Reserve ahead of the Jackson Hole Economic Policy Symposium taking place later this week from August 21st to 23rd. In the markets, Chinese equities are climbing - Shanghai-listed stocks just reached a ten-year high. Treasury yields are drifting lower, S&P 500 futures are steady, and Bitcoin has broken through a new level. Joining today's episode to unpack these developments, and what they mean for you, is Fidelity's Director of Global Macro, Jurrien Timmer. Recorded on August 18, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

The world is arguably becoming a riskier place, with weather events and natural catastrophes happening more frequently, and more severely over time. How are insurance companies adapting to these changes? In real estate, the rental market faces challenges marked by oversupply and financial strains on developers, with winners and losers in this sector. How is this affecting market dynamics and investment opportunities? Joining today's episode to discuss evolving trends, challenges, and market dynamics in the insurance and real estate sectors, and break down the risks and opportunities in the months ahead, is Equity Research Associate Connor MacGrath.  Recorded on August 15, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Today we're spotlighting ETFs - why they matter, how they've evolved, and what makes them a smart choice for investors seeking flexibility and diversification. Joining today's episode are two key voices from our investment team: Audrey Kim, Senior Investment Analyst, and Francois Jack, Investment Analyst, both supporting the product development side. Together, they'll break down ETF basics, share insights on Fidelity's expanding footprint in the ETF space, and explore how digital asset ETFs like Bitcoin and Ether are shaping the landscape. We'll also look at trading best practices and how our investment team partners with advisors to navigate what's next. Our goal today is to provide you with practical information about ETFs and Fidelity, so let's jump in. Recorded on August 14, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Is the AI-driven U.S. market rally overdone - or is it just getting started? And is this concentrated performance - driven by a handful of stocks - truly sustainable? For investors seeking broader economic representation and diversification, the rest of the world may offer compelling opportunities. Joining today's episode to share his perspective on the less crowded, lower-expectation markets of Europe and China is Portfolio Manager Patrice Quirion. Patrice manages several Fidelity funds including the Fidelity International Concentrated Fund and the Fidelity Global Fund. We'll also explore the wild card: what happens if peace returns to Ukraine - especially with the high-stakes Trump-Putin summit set for this Friday. Plus, how tariffs, inflation, and the U.S. dollar are shaping global investment strategies. Recorded on August 12, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

As we are in the midst of a week of significant releases on inflation data and serious geopolitical brinkmanship, it is time to take a look at what will shepherd investors through the bumps via ETFs. ETFs in Canada have been hitting record highs in recent months - across the whole Canadian industry, as well as at Fidelity, in particular. Investors are more and more interested in a vehicle that allows for broad diversification, core positioning and the where-with-all to add particular strategies for easily enhancing risk, or just as easily, decreasing exposure to risk. Recorded on August 11, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Tariffs, or no tariffs, from an investment point of view, the consumer wanting to spend - and due to some de-regulation - being able to spend, might present a coiled-spring opportunity. Less onerous bank regulations and mortgage burdens could also free up spending ability. After the twin hits of Liberation Day fears, and the over-hang of COVID price hikes, consumer brands have had to adjust. To do this they are diving into the world of A.I. efficiencies. Though A.I. may not yet be deployed across vast businesses, today's guest says A.I. inside the brands is clearly around the corner. Today, Fidelity Portfolio Manager Aneta Wynimko helps us understand what the consumer is spending on - across all ages and budgets, and more on the Fidelity Global Consumer Brands Fund. Recorded on August 8, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

In today's dynamic market environment where trade, fiscal and monetary policy can change on a dime, many investors are looking for an actively managed diversified income solution. An income solution that is positioned for a range of outcomes, well diversified across many assets and sectors, and one that can be tactical to take advantage of new market opportunities. Joining this episode to reflect on the first half of the year, provide updates on positioning and unique perspectives of tariffs and what may be next, is Portfolio Manager Adam Kramer. Adam co-manages the Fidelity Tactical High Income Fund, which won a Lipper award in 2024. Recorded on August 5, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

In today's fast-moving tech landscape, advisors and investors are navigating both opportunity and risk - from AI-driven innovation to rising cybersecurity threats. Technology is reshaping how we work, invest, and stay secure. Joining this episode to explore what's capturing attention in the markets, and what advisors and investors need to know now, are John Bradley, Director of Emerging Technologies, and Vishal Chopra, Equity Research Associate covering Canadian Technology and Healthcare. They're diving into sector trends, practical tips, and how Fidelity is harnessing technology to drive efficiencies and better support you. Recorded on August 6, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

It appears we are close to learning who will be appointed as a new member of the FOMC. This is after the Federal Reserve held interest rates steady at their latest meeting in July. Most surveyed economists now believe a cut will come in September, after a dismal July jobs report. However, if the July jobs number is more of a data blip, of which this year has had many, then equity investors could be looking at a Fed cut on top of the tax cuts in the “One Big Beautiful Bill Act”, which could build potential wind in the sails of valuation expansion. Joining today's episode with her thesis for what an interest rate cut in the months to come might mean for stocks, is Fidelity Head of Quantitative Market Strategy, Denise Chisholm. Recorded on August 7, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Where does Canada stand in the overall picture of growth? And to what extent are interest rates, and interest rate policy, crucial to growth in Canada's age of industrialization? The Bank of Canada held interest rates steady for a third consecutive time last week. At 2.75 percent, the central bank says the rate is at the mid-way point of its neutral range. As the growth of global hyper-scalers roars ahead and the slowing-down of sectors not linked to the A.I. supply chain in some way unfolds, can North American central bank policy play the pivotal role it once did in driving economic outcomes? Joining today's episode to further discuss the Bank of Canada's latest rate move - and the scenarios around which it was made - is former TD Bank Chief economist, Don Drummond. Don is also currently the Stauffer-Dunning Fellow at Queen's University and Fellow-in-Residence at the C.D. Howe Institute. Recorded on July 31, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

We are in earnings season, and investors are starting to get some much-needed clarity into exactly how tariffs are impacting the bottom line of companies, and where they might be headed next. Another useful way to forecast the future performance of companies is to look at the health of the consumer. How is the consumer faring today? Do they have the strength to spend and drive companies and the economy forward? To check in on the state and the mood of consumers, today's guest is equity research analyst Cameron Ho. Cameron covers the US retail and apparel sectors.  Recorded on July 25, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Many Canadians can attest that this summer has been red hot on a number of different fronts. What we've all felt in the pool or on the patio has, in a way, mirrored the heat we've seen in equity markets since mid-April. With that mind - this week comes with no shortage of data. Big earnings prints, a Federal Open Market Committee decision and jobs could all weigh on the market's trajectory in the second half of 2025. Joining this episode to unpack some of those themes and how he's navigating today's climate through a Market Neutral strategy is Portfolio Manager Brett Dley. Recorded on July 30, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Earnings season is underway, and results so far have been stronger than expected - offering early signals that are already being reflected in market sentiment and performance. This episode will take a broader look at what's shaping the outlook for U.S. and global equities - including how innovation is driving efficiency, what AI could mean for jobs, and how shifting consumer dynamics, tariffs, and evolving fiscal and monetary policy are influencing the road ahead. Joining this episode is Chris Lee, Chief Investment Officer of the Equity Division based in Boston, and Portfolio Manager on over $100 billion in assets across balanced, global, and advanced equity strategies. Recorded on July 29, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

With trade deal announcements in full swing, global business leaders are pouring over whatever details can be found to show the emerging architecture of America's new trade connections. This week looks to major central banks in Canada and the U.S for decisions about whether to cut or hold interest rates, as well as for commentary from the BoC and the Fed on how to thread the needle between 'overly restrictive' and 'fighting future inflation'. For the economies of these two neighbours, it is a tale of two very different cities. Joining the show today to help set these moving parts into an investment thesis, while explaining the more evident fiscal dominance in markets, is Fidelity Director of Global Macro, Jurrien Timmer. Recorded on July 28, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

As markets adjust to higher valuations and shifting economic signals, one thing is clear - capital expenditures are becoming a more meaningful part of the market narrative. With policy tailwinds like The One Big Beautiful Bill fuelling what some are calling a “cap-ex comeback,” investors are watching closely to see where the next opportunities will emerge - from tech and financials to energy and consumer discretionary. While many are focused on what the Fed might do next, Fidelity's Denise Chisholm, Director of Quantitative Market Strategy, is looking beyond the headlines - and helping us understand what's driving capital spending, how inflation is playing out, and which sectors are best positioned in today's environment. Recorded on July 24, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Canada's ETF industry is on pace to surpass its previous annual inflow record, with equity ETFs - particularly those focused on international and Canadian markets - leading the way. It's a clear signal that investors are leaning into diversified strategies amid shifting global dynamics. Fidelity's expanding ETF lineup has navigated volatile markets with resilience since inception, offering advisors and investors innovative tools to stay ahead. Joining the show today to explore what's driving ETF flows, how Fidelity is positioned, and what you should be watching in the months ahead is Étienne Joncas Bouchard, Fidelity's Director of ETF and Alternative Strategy. Recorded on July 25, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.  

The digital assets market continues to experience significant growth and evolution in 2025, driven by increased institutional adoption, key regulatory developments, and product innovation. Today, the total market capitalization of digital assets stands at approximately 5.5 trillion Canadian dollars, which is up more than 50 percent from a year ago. This coincides with important legislative developments in the U.S. last week, dubbed “Crypto Week,” with Bitcoin recently hitting a new all-time-high of 168-thousand Canadian dollars. Joining the show today to talk about these developments and what may lie ahead for Bitcoin and digital assets is Chris Kuiper, Vice President of Research at Fidelity Digital Assets. Recorded on July 22, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

With new regulatory landscapes taking shape, mainly in the United States, but also across the global banking universe, how are financials poised to perform over the next few years? Has the lack of recession provided a bolster to the valuation story? And just how much consolidation could be on the books for not only U.S banks, but also their European brethren? Joining the show today to help paint this picture is Fidelity Co-Portfolio Manager and Senior Equity Analyst, Lee Sotos, and Fidelity Equity Research Analyst Thomas Goldthorpe. Recorded on July 18, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

The market climb continues with earnings season now in full swing. Companies reporting thus far have been able to meet, beat and release some more guidance - after a semi-paralysis in communication due to the tariff unknowns. While tariffs are still unknowns, the one big beautiful bill has passed and a larger pond for investors to fish in has opened up across the globe. Concerns about the Fed and the bond market are not going away, as this wall of worry continues to be tackled. Joining today's show to bring context to what this moment in the markets means for you is Fidelity Director of Global Macro, Jurrien Timmer. Recorded on July 21, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

With U.S. retail sales numbers out stronger than expected, it's clear that even in light of the tariff overhang, consumers are still spending into the economy. On today's episode, we learn more about where growth stocks may be hiding in plain view across US equity markets. Companies that often grow with long-term structural themes, as well as those that are currently pumping large amounts of free cash flows fit this strategy. Aspects of the A.I. trade fold nicely into the growth outlook, but which areas have the most untapped potential at this stage? Joining the show today to speak about growth opportunities across this market are Fidelity U.S. Growth Opportunities class Portfolio Managers Kyle Weaver and Rebecca Baker. Recorded on July 17, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

The global high yield bond space can be a good place to weather recession, or sing along with a risk-on environment. With 10-year treasury yields at elevated levels, how is the picture looking for that extra piece of yield one can earn via the High Yield Bond market? Today's guest says it's looking pretty good! With some investors moving away from U.S. assets, will other hunting grounds, such as Europe, become more interesting for high yield issuance? Joining today's show to tour through the spreads, dispersions and sectors of the high yield bond trade is Fixed Income Portfolio Manager, Peter Khan. Recorded on July 16, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Global stock markets have experienced significant volatility in 2025. After April's downturn, triggered by U.S. tariffs, markets have since rebounded, with emerging markets, European equities and U.S. tech giants leading the global recovery story. U.K. markets have been resilient, with the FTSE 100 hitting record highs in June. London-based Investment Director Tom Stevenson joins host Kyle Cheropita to provide his global market perspectives, reflecting on the first half of 2025, and what key storylines to watch in the rest of the year. This episode was initially presented as a live "The Upside" webcast. For more Fidelity insights for investors, check out "The Upside" podcast. Recorded on July 2, 2025. 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.

Sustained volatility is great for certain strategies, particularly when call-options are an option. Income strategies are all the rage at the moment, but Fidelity has been deploying such a strategy that first made its mark in the 1970s. If investors desire the trifecta of a smoother ride through volatility, earning an income, all while remaining keenly exposed to growth in equity markets, this may be the moment for an extra shot of caffeine as we dive into derivative strategies. Whether you seek to hedge market risk, or gain income on the vol, this is the discussion for you. Joining today's show is Portfolio Manager of Fidelity Equity Premium Yield ETF and Fidelity SmartHegde US Equity Fund, Eric Granat. Recorded on July 15, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

With a monster week of earnings around the corner and high flyers in the crypto and Mag7 space, what is the rest of the market signalling? Still resilience? How will releases of eco data like inflation, US treasury quarterly reporting, and the march toward the August 1st tariff deadline nudge markets to travel higher, or take a pause? Giving us the view from the top today is Fidelity Head of Global Macro, Jurrien Timmer. His incredible charts and graphs could help you stick handle the roads to investing in the second half. Recorded on July 14, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Global trade has been a risk to the markets for most of this year. Through last week, ever more so. The tariff story has been a shock to the system and is beginning to see governments spend differently at home. Investing in their own supply chains, or with new partners in the global system. Fresh rounds of local stimulus means new opportunities to bolster exposure to global local markets and give parts of the emerging world new reasons to shine. Joining the show today to discuss her approach to this new playing field is Fidelity Global Asset Allocation Portfolio Manager, Ayesha Akbar. Recorded on July 11, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

As market narratives shift almost daily for traders and investors, a hard look at the underpinnings of what continues to power a lift is worthwhile. Today's guest says we are in the throes of the second scare of the tariff worries for 2025. However, that may be only a scare, or a blip, even? Corporate tax cuts from the so-called one big beautiful bill may provide sustainable tailwinds markets have been missing during the messy tariff policy rollout. Joining today's show is Head of Quantitative Strategy at Fidelity, Denise Chisholm. Recorded on July 10, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

While markets continue to digest a bit of macro data rollercoaster, is there an enhanced case for yield via dividends across today's market place? If the combination of modestly higher growth, along with a good dose of volatility continues to be a reality for the medium-term, or longer, might a dividend strategy bring you closer to your goals? Or, perhaps you approach the dividend strategy as one to simply bring down your overall risk profile, while continuing to lean into a rising equity market. On today's episode to further discuss these aspects of the strategy is Portfolio Manager Don Newman. Recorded on July 8, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.