FidelityConnects

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 [http://fidelity.ca/howtobuy%C2%A0for] 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 [http://fidelity.ca/howtobuy%C2%A0for] 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 [http://fidelity.ca/howtobuy%C2%A0for] 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 [http://fidelity.ca/howtobuy%C2%A0for] 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 [http://fidelity.ca/howtobuy%C2%A0for] 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.