Jurrien Timmer’s global macro view – November 21, 2022
FidelityConnects
by Fidelity Canada
4h ago
As we inch closer to the end of 2022, what can we expect in 2023? Will the current bearish market conditions follow us into the New Year? Joining us today to unpack the latest market action, and for a preview of where he sees markets heading in 2023 is Fidelity Director of Global Macro, Jurrien Timmer. Today Jurrien notes that 90% of the market is above its 20-day moving average and the hard part starts now, possibly heading into a recession next year. Jurrien also looks at inflation, corporate earnings, and more, with host Pamela Ritchie. Per usual, Jurrien’s points are supported by his chart ..read more
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Factors to consider in 2023 – Bobby Barnes
FidelityConnects
by Fidelity Canada
2d ago
Bobby Barnes, Head of Quantitative Index Solutions, is with us today to discuss the current economic environment and what factors to consider heading into 2023. Specifically, what are some factors that could weather the current economic ups and downs and what short-term and long-term scenarios could well play out into 2023. He says value has done well this year and momentum has rebalanced throughout the rest of the year. He suggests taking a more defensive stance and holding out on the factors of low vol, quality and momentum going into 2023. Recorded on November 17, 2023. At Fidelity, our mis ..read more
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ESG analysis: Considerations for the year ahead – Matt Egerton
FidelityConnects
by Fidelity Canada
3d ago
Today we’re joined by Matt Egerton, Fidelity analyst and portfolio manager for a look at investment opportunities with an ESG lens. The 2022 United Nations Climate Change Conference is underway in Egypt with global policymakers coming together to discuss several key climate change issues, including how to reduce greenhouse gas emissions, reach net zero by 2050, and the ongoing energy crisis. But the conference hasn’t come without criticism of America’s Inflation Reduction Act. What are the implications between the two, and is there a commitment from the U.S. financial community to fund the ene ..read more
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FidelityConnects x Invested In Wellness: 5-minute commute meditation
FidelityConnects
by Fidelity Canada
4d ago
It’s that time of year again. As we approach the winter solstice, the sun is shining less, we’re seeing inclement weather, and don’t the commutes feel longer? For today’s podcast, we’re teaming up with Jessie Sarafian, host of Fidelity Canada’s Invested in Wellness podcast and live webcast series, to lead us through an effective and relaxing meditation that you can do while commuting to get you relaxed, focused, and better prepped for your day. If your commute involves transit or walking this is the perfect exercise for mid-commute, and if you’re driving this exercise is best completed after y ..read more
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Contrarian investing in volatile markets – Hugo Lavallée
FidelityConnects
by Fidelity Canada
5d ago
Joining the show today is Hugo Lavallée, Montreal-based Fidelity Canada portfolio manager. Hugo joins host Pamela Ritchie for a portfolio update and a look at how he is applying his contrarian investing style to his funds in this year’s choppy markets. Hugo recently celebrated his 20-year anniversary with Fidelity and has long-managed Fidelity Greater Canada Fund and Canadian Opportunities Fund. He also manages Fidelity Climate Leadership Fund, launched in May 2021, which is a global equity strategy designed to reduce the risks and benefit from opportunities created by the global decarbonizati ..read more
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Jurrien Timmer’s global macro view – November 14, 2022
FidelityConnects
by Fidelity Canada
6d ago
It’s another busy week in the markets and Director of Global Macro Jurrien Timmer shares his insights on the latest market news and moves. Jurrien speaks to host Pamela Ritchie and says the way the markets are tracking, we have confirmed bottom and may not be out of the woods just yet. He says the recent CPI report was softer than expected both on the headline and the core. He says the recent midterm elections could have had something to do with it, but he also points out the seasonality of the midterms and how it has played out historically in the past. Jurrien says also discusses commodities ..read more
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The Fed’s rate hike, U.S. midterms, and asset allocation – David Tulk
FidelityConnects
by Fidelity Canada
1w ago
Between the Fed’s latest rate move, the U.S. midterms, U.S. CPI print, and continued focus on both earnings and inflation – the economy has definitely been jolted leaving investors to question what is next. As we venture through this uncertain environment and look ahead to year-end and 2023, today we’re joined by a sensible expert here at Fidelity. David Tulk, portfolio manager on the Global Asset Allocation team, is today's guest. David joins host Bryan Borzykowski to reflect on the numerous factors affecting markets right now. This includes action by central banks, with David noting central ..read more
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U.S. midterms and the economy – Denise Chisholm and Greg Lowman
FidelityConnects
by Fidelity Canada
1w ago
A day after the midterm election vote, we’re joined by Fidelity Director of Quantitative Market Strategy, Denise Chisholm, and Fidelity Vice President of Digital Advocacy and Policy Communications, Greg Lowman, as the pair break down the initial results and what impact it could have on the markets. This podcast was recorded on November 9, and Denise and Greg speak to host Pamela Ritchie about the key takeaways and what history can tell us about the markets post-midterms. Greg says the results provide clarity for the Republicans' potential candidate lineup in 2024, especially on the Senate side ..read more
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Fixed income and the Fed: What’s next? – Jeff Moore
FidelityConnects
by Fidelity Canada
1w ago
Today we’re joined by fixed income portfolio manager Jeff Moore. Jeff provides his insights on the fixed income markets for the short and long term, what the Fed’s latest moves mean for the markets and what impact the midterm elections could have on investors. Jeff believes the bulk of the Fed’s interest rate hikes are over for the year, however, the Fed can announce two more hikes by the end of December. Jeff also comments on the recent results of the midterm elections. Jeff says no one really cares if the Senate flips and he believes the current President isn’t going anywhere. He also adds w ..read more
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Buidling blocks: Industrials and materials in the fourth quarter – Robert Reynolds and Claire Fleming
FidelityConnects
by Fidelity Canada
1w ago
On today’s podcast, host Bryan Borzykowski is joined by two members of Fidelity Canada’s equity research team - analysts Robert Reynolds and Claire Fleming. The equity research analysts focus on the industrials and materials sectors respectively. They explain how the two sectors are shaping up as we wrap up the last quarter of the year. They discuss how the two sectors could look like in a recessionary environment and how they could be impacted once China reopens its country after a strict zero-Covid policy. Recorded on November 4, 2022. At Fidelity, our mission is to build a better future for ..read more
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