FidelityConnects

On November 21 and 22, Fidelity Investments Canada hosted FOCUS 2024 in Scottsdale, connecting our portfolio managers and experts with advisors. On today’s podcast we’ll hear portfolio manager Ramona Persaud’s FOCUS session, sitting down with moderator Agnes Doherty, VP Regional Sales. Ramona manages several flagship dividend strategies at Fidelity. She started out as an analyst at Morgan Stanley in 1996, and joined Fidelity in 2003. Ramona Persaud has close to three decades worth of financial industry knowledge to guide her, with her background in engineering giving her an edge in her stock-selection process. In a recent article from Barrons, they state "She picks apart businesses and examines trading data until she finds exactly what she wants. …[and]... She rarely settles for less." Today we’ll hear Ramona’s views on the market, her process and the key factors to keep an eye on going forward, as well as the positioning of her portfolios.   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.

Fidelity Director of Global Macro Jurrien Timmer is back on the show today to provide his analysis of this week's markets. Much of today's focus is on Bitcoin. Jurrien explains why Bitcoin's demand has been increasing lately, and how this is driving its price. He speaks about Bitcoin's role as a monetary asset and a hedge against inflation, along with gold. Jurrien also analyzes the performance of the Magnificent Seven, and provides his outlook on the Federal Reserve's monetary policy. Recorded on December 9th, 2024. 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.

Today, we are joined by institutional portfolio manager Beau Coash to discuss fixed income markets. With host Pamela Ritchie, Beau shares an outlook for treasuries, high yield and leveraged loan markets, and global investment opportunities. Beau explores the current environment for convertible bonds, particularly how they offer exposure to the evolving crypto space. Additionally, he touches on challenges faced by the mortgage sector, with a focus on agency mortgages that capitalize on underweighted market trends. With a focus on navigating risk and uncovering value, this podcast offers a comprehensive view of today's bond market.  Recorded on December 5th, 2024. 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.

On November 21 and 22, Fidelity Investments Canada hosted FOCUS 2024 in Scottsdale, connecting our portfolio managers and experts with advisors. The Global Asset Allocation team kicked off the event, with a roundtable discussion about what they do, their career paths and how they got to where they are now, also their market outlook, and fund positioning. The GAA trio of portfolio managers David Wolf, David Tulk, and institutional portfolio manager Ilan Kolet, have a professional relationship that extends beyond their tenure at Fidelity; all meeting many years ago working at the Bank of Canada. Today, the GAA team manages over $90B in Canadian assets with the Fidelity Managed Portfolios. Ilan will be moderating the group discussion.   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.