FidelityConnects

This month we’re celebrating 7 years of FidelityConnects - and 7 years of Fidelity Founders Class - a core equity strategy with a large-cap, growth bias, focused on harnessing the entrepreneurial spirit of founder-led companies. And in a full circle moment, Founders Class portfolio manager Dan Kelley was our first guest on Connects! As we reflect on the past seven years, we’ve seen a dynamic macro environment reshape the way investors think, act and allocate. So how has the environment influenced the way founder-led companies are identified? And what continues to drive long-term conviction? Joining the show today are portfolio managers Dan Kelley and Tom Williams, for a look back - and forward - at how those shifts have impacted both the market and the fund.

Recorded on April 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.

For the first time in over five years, tech valuations have come down. Prices have cooled, but earnings expectations remain steady. This disconnect has caught the attention of today's guest - especially with the sector trading in line with consumer staples. So what’s driving this reset? And what might it tell investors about the tech sector moving forward? Joining the show today to unpack her latest market thesis, including the sectors on her radar, is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.

Recorded on April 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.

U.S. equity markets opened under pressure at the start of this week. This drawdown comes after each of the three major averages logged a third weekly decline in the last four trading weeks. How anatomically similar is today’s market drawdown to 1998? And will it last, or is it just an interruption? Joining the show today to unpack the macro themes on his radar to set you up for the trading week ahead is Fidelity Director of Global Macro, Jurrien Timmer.

Recorded on April 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.

The Bank of Canada is holding its key lending rate at 2.75 per cent. This is the first pause after seven consecutive rate cuts, and Macklem cites Trump’s tariffs for the decision. Is this the end of the bank’s easing cycle, or truly a pause in light of global trade uncertainty? Joining the show today to unpack all this and more is renowned economist Don Drummond. Don is a former Chief Economist at TD Financial Group, and current Stauffer-Dunning Fellow and Distinguished Visiting Scholar in the School of Policy Studies at Queens University.

Recorded on April 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.

Flows into international markets have surged. As investors grow cautious of President Trump’s trade policies, many are stepping away from the U.S. and putting their money elsewhere. Another hot spot for investors has been in Money Market funds. What messages are capital flows sending about the global economy? And as uncertainty prevails, which products can help protect and reduce risk? To help us make sense of it all in this month’s ETF Roundup is Fidelity Director of ETF and Alternatives Strategy, Etienne Joncas-Bouchard.

Recorded on April 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.