FidelityConnects Podcast

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Fidelity Canada
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Investing Business News Business News
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1.1K - 1.8K listeners Female/Male 4.8 rating 70 reviews 200 episodes Canada
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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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  • fi***@fidelity.ca

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Recent Hosts, Guests & Topics

Here's a quick summary of the last 5 episodes on FidelityConnects.

Hosts

Previous Guests

Denise Chisholm is the Director of Quantitative Market Strategy at Fidelity. She is known for her expertise in market strategy and providing insights into economic trends and their impact on investment decisions.
Steve Dufour is a Portfolio Manager at Fidelity. He specializes in managing concentrated U.S. equity portfolios and is known for his expertise in investment strategies and fund performance analysis.
Greg Barnsdale is a Certified Executor Advisor and author. He specializes in providing practical advice for end-of-life planning, helping individuals and families navigate the complexities of wills, estates, and legacy planning. His expertise lies in guiding financial advisors on how to handle sensitive end-of-life conversations with clients, leading to more financially and emotionally sound outcomes.
Tom Stevenson is an Investment Director at Fidelity International. He is responsible for providing investment expertise and insights to help investors navigate global markets and achieve their financial goals. His role involves analyzing economic trends, geopolitical events, and their impact on various asset classes.
Etienne Joncas-Bouchard is the Director of ETF and Alternatives Strategy at Fidelity. He is responsible for guiding the strategy and development of Fidelity's ETF and alternatives offerings, ensuring they meet the needs of investors seeking precision and protection in various market conditions. He has expertise in investment factors, diversification, and building portfolios tailored to different risk appetites.

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Episodes

Here's the recent few episodes on FidelityConnects.

0:00 30:38

Denise Chisholm's sector and factor perspectives June 26, 2025

Guests
Denise Chisholm
Keywords
oil prices stagflation market strategy economic trends equity markets investment financial markets economic history recession investor behavior

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 economys 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. Visitfidelity.ca/howtobuyfor 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.

0:00 29:45

Building a concentrated U.S. equity portfolio – Steve DuFour

Guests
Steve DuFour
Keywords
investing finance equity markets portfolio management investment strategies financial planning wealth management stock market economic trends capital markets

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 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.

0:00 28:12

Practical advice for end-of-life planning – Greg Barnsdale

Guests
Greg Barnsdale
Keywords
financial planning estate planning legacy wills end-of-life financial advice client relations personal finance wealth management investor education

Leaving behind a legacy, sorting out details of your will, and figuring out plans for your estate… This type of legacy planning is vitally important, and financial advisors are well-positioned to assist clients with this meaningful work. Today's guest, Certified Executor Advisor and author Greg Barnsdale, offers ways for financial advisors to handle those delicate end-of-life conversations and discusses how it can lead to more financially and emotionally sound clients.

Recorded on June 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.

0:00 30:39

U.K, Europe & global markets spotlight – Tom Stevenson

Guests
Tom Stevenson
Keywords
global economy oil prices geopolitics market analysis investment strategy financial markets economic trends asset classes international finance economic impact

For markets, all eyes on the Middle East means asset classes need to be seen through the lens of oil prices and the potential impact to the global economy. Will the relative calm in markets hold? How do we put this type of event into context globally? Today's guest is Fidelity International Investment Director Tom Stevenson, to help us shift through the noise amidst this new geopolitical reality.

Recorded on June 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.

0:00 26:31

The ETF Roundup with Étienne Joncas-Bouchard – June 2025

Guests
Etienne Joncas-Bouchard
Keywords
investing finance etfs diversification market strategy financial planning investment management portfolio management wealth management economic outlook

The last few months have been an extraordinary time to be diversified - to the fullest extent possible. Fidelity All-in-one ETFs were designed to proceed with precision and protection in exactly such unknown waters. By tapping into all investment factors - from low vol to quality and momentum - as well as giving investors exposure appropriate for their level of either conservatism, or more of a tilt to risk, Fidelity ETF’s have plowed through choppy waters since inception. Taking us through the expanding playing field for the Fidelity ETF line up on today's show is Director, ETF and Alternatives Strategy, Étienne Joncas Bouchard.

Recorded on June 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.

Ratings

Global:
4.8 rating 70 reviews

Canada

4.8 ratings 61 reviews

USA

4.9 ratings 8 reviews

UK

5.0 ratings 1 reviews

Ireland

0.0 ratings 0 reviews

Australia

0.0 ratings 0 reviews

New Zealand

0.0 ratings 0 reviews

Singapore

0.0 ratings 0 reviews

South Africa

0.0 ratings 0 reviews