FidelityConnects

Some of the largest questions about the direction of markets are researched by a very special Fidelity team in Boston. They set to music issues ranging from: Will the tail wind set to come from US de-regulation and the tax cuts be evident over the medium term? Or will it be a much slower process? What does the diplomacy style of Donald Trump thus far in his administration tell us about the markets’ resilience to the upsets across the geopolitical playing field? And how will interest rate policy over the rest of this year stack up against what will need to be policy under a new Fed chair - less than a year from now. Fidelity’s Director of Asset Allocation Research, Dirk Hofschire, heads up this team of 12 researchers at Fidelity. He joins today's episode to elaborate on how his team informs decision-making across the entire company. Recorded on June 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 [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.

Let’s dig into a few sectors that really tell the growth story, or the lack there of, of this country. Consumer staples, many of them grocers, telecom, and utilities. There are shifting sands beneath two of these sectors, both of which are at the forefront of what is discussed as a so-called industrial revolution. The other, grocers, are life sustaining and the quintessential consumer staple. Today's guest, Fidelity Equity Research Analyst Andrew Hall, dives into the investment case for each of these sectors. Recorded on June 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 [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.

Canada's tech industry in 2025 is characterized by robust growth and the digital transformation of traditional industries, supported by a strong educational pipeline from Canadian universities. But where does Canada fit into the global tech picture? And what trends from AI microchips, robotics, and more, should you have on your radar? Joining today's episode to unpack all of this and more are Portfolio Manager Joe Overdevest and Equity Research Associate Vishal Chopra. Recorded on June 10, 2025. This episode was originally presented as part of The Upside, now available on your podcast platform of choice. 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.

Is the price of oil adding to a stagflationary impulse that rests in markets right now? How are price swings of WTI and Brent crude leaching through to influence the economy’s medium-term direction? If oil prices zigzag higher on geopolitical news, can markets beat back the oil-induced recessions of yesteryear and have us land perhaps in stagflation-land? Which sectors of the equity market can power through, regardless? On today's show, to discuss departure points across the plains of economic history - and how you being better aware of them could help you in decision-making for clients - is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.  Recorded on June 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 [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.

Much ink has been spilled discussing the end of "US-exceptionalism". But do the winnings of that so-called trade really end over the period of just a month or two? On today's episode, Portfolio Manager Steve Dufour dives into the weeds of what works, and what doesn’t, in a concentrated US-focused fund. Recorded on June 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 [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.