Bonds and equities continue to attract strong inflows. And for the first time in a long time, international equities have been selling on par with US equities, signalling a shift in where investors are putting their money. How are changes in global fiscal policies, especially in Europe, impacting international investment strategies? With more investors seeking diversification, how can Fidelity All-in-One ETF’s help clients balance their portfolios? Joining the show today to unpack all this and more is Fidelity Director of ETFs and Alternatives Strategy, Etienne Joncas-Bouchard. Recorded on March 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.

Wall Street’s balancing act continues. Equity markets opened slightly higher at the start of this week, with the S&P crawling out of correction territory. With volatility exacerbated by President Donald Trump’s chaotic tariff policy rollout, how is today's guest navigating market turbulence? And where in the world is he spotting the next opportunity?  Joining the show today for his analysis on the latest market movers, and for his perspectives on the trends influencing portfolio positioning, is Fidelity Portfolio manager Mark Schmehl. Mark manages several funds, including Fidelity Canadian Growth Company Fund, Fidelity Special Situations Fund and Fidelity Global Innovators Class, and he is a co-manager on Fidelity Global Equity+ Fund. Recorded on March 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 Bank of Canada has cut its benchmark interest rate by 25 basis points. Sitting now at 2.75%, this is the lowest policy rate since 2022. B.O.C. Governor Tiff Macklem told reporters that while Canada’s economy finished 2024 on solid footing, it is now facing a new challenge due to the trade war with the US. What does this decision mean for fixed income and credit markets? Joining the show today for their reaction to the latest Bank of Canada rate decision, and what it may mean for Canadian investors, are Portfolio Managers Sri Tella and Lee Ormiston. Recorded on March 13, 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.

At the start of the year, Fidelity Canada launched three new products built on Fidelity's robust quantitative and fundamental research. These new products and many others including Fidelity’s Factor ETFs are managed by Fidelity's Quantitative Research and Investments Team, which includes more than 200 dedicated quant developers and technologists. In today’s digital age where data is playing an increasingly important role in every facet of life, quantitative investing is expected to grow in the marketplace in the years and decades to come. Joining the show today is Neil Constable, Fidelity Head of Quantitative Research and Investments, to further unpack how the Quantitative Research and Investment Division fits within the broader Fidelity ecosystem and share how these new data-driven solutions may benefit you. Recorded on March 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.

With both the Ontario election and Liberal leadership race now decided, the attention of the nation is on the upcoming spring federal election. Under the threat - and the reality - of tariffs from the United States, Canadians are at an unfamiliar point in the nation’s history. How might new federal leadership deliver policy to help steer us into a new era of Canada/U.S. relations? Joining the show today to offer their insights into everything from tax policy to build-outs of A.I. and defence spending, as well as all things politics are Kory Teneycke, former director of communications to Prime Minister Stephen Harper and CEO of Rubicon Strategy, and David Herle, former top advisor to Prime Minister Paul Martin, and Partner at Rubicon Strategy. Recorded on March 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.

Tariff discussions dominated last week’s news cycle, and with market uncertainty still high, major U.S. and Canadian indexes are down to start the week, with the DOW down 200 points. With some citing potential recession fears, what might it all mean for investors? Joining the show today to unpack the macro themes on his radar, and what it may mean for you, is Fidelity Director of Global Macro, Jurrien Timmer. Recorded on March 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.

The U.S. tariffs on Canada and Mexico have sparked industry disruptions. Just yesterday, President Trump announced he will lower the threatened 25 per cent tariff rate on Canadian potash to 10 per cent, after facing backlash from American farmers. Beyond potash, other areas like lumber and metals producers are feeling the heat. How are tariffs and policy demand affecting the materials sector? And which companies are better positioned to weather these impacts?Joining the show today to break down what’s shaping the materials sectors for this quarter and beyond is Equity Research Analyst Claire Fleming. Recorded on March 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.

With potential U.S. tariffs on Canada, and other news in the headlines, investing in the markets can feel scary. It doesn’t have to be. Tune in to listen to Fidelity’s experts managers on the latest in Canada-U.S. relations, their long-term perspectives on the markets and where they are finding investment opportunities to protect and grow people’s hard-earned savings. Additional insights from Andrew Marchese and Don Newman. This show was initially presented as a live webcast of The Upside, our investor webcast on March 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’s like the classic tale of “he said, she said”, but this time, it’s a battle between two different inflation indicators. The University of Michigan’s survey on long-term inflation expectations rose to the highest level in almost three decades. While their expectations have surged, market-based measures – such as TIPS breakevens - have been far more stable, showing a more modest rise over the last six months. So historically, which measure has been a better guide? Joining the show today to unpack all this and more, including the sectors she favours in today’s market uncertainty is Fidelity Director of Quantitative Market Strategy, Denise Chisholm. Recorded on March 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.

President Donald Trump’s sweeping tariffs on Canada, Mexico, and China have world leaders and markets reacting sharply. Speaking from Parliament Hill last week, Prime Minister Trudeau says Canada will immediately begin implementing 25 per cent tariffs against 155 billion dollars’ worth of American Goods. Trudeau bluntly called Trump’s blanket tariffs “dumb”, and said Canadians “will not back down from a fight.” How will these tariffs impact Canadian industries and sectors? And how should Canadian officials approach negotiations and trade talks moving forward? To help us explore Canada’s next steps, former Canadian ambassador to the U.S. during the Obama and Trump administrations, David MacNaughton, joins the show today. Recorded on March 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.