Factors driving the bitcoin and digital currencies conversations – Andrew Clee
FidelityConnects
by Fidelity Canada
1d ago
On today’s show we’re unpacking the various factors driving the bitcoin and digital currencies conversation. Sitting down with host Pamela Ritchie is Andrew Clee, VP Product, as he discusses recent trends in digital currencies, the different players in the market and regulatory changes that could have implications for the asset class, and what this could mean for investors. Looking at bitcoin specifically we’ve seen new highs this year, but historically volatility as well. From early adopters, to hodlers, to retail and more, there is a lot to unpack today. Recorded on April 2, 2024.   At ..read more
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Under Construction: Building Resilient Client Portfolios – Paul Ma
FidelityConnects
by Fidelity Canada
2d ago
Today on the program, we welcome back Paul Ma, Vice president and lead portfolio strategist. He talks about where we are in the business cycle and what this means for portfolio construction. Paul comments on a running theme in the markets right now that he says is the “fear of missing out.” He believes investors will look back on the market last year where US equities were up 26 percent and not want to miss on that this year. He says inflows are now into equity.  If investors have missed out on a previous rally, clients are more willing to put forth their money because they do n ..read more
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What the 2024 federal budget means for Canadians – Peter Bowen, Andrew Clee, David Herle and Kory Teneycke
FidelityConnects
by Fidelity Canada
3d ago
Today we bring you a special extended episode of Fidelity Connects, focusing on the 2024 federal budget, released on April 16. We are featuring a panel of experts to break down the economic, tax, and political implications of the 2024 federal budget and what it all means for Canadians and their finances. Host Pamela Ritchie leads the discussion and is joined by Peter Bowen, Fidelity’s Tax and Retirement expert, fresh from the Ottawa budget lock-up. Andrew Clee, Fidelity VP Product, provides insights on what the budget means for the markets and the economy. Also joining us today is David Herle ..read more
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Jurrien Timmer's global macro view – April 15, 2024
FidelityConnects
by Fidelity Canada
5d ago
We’re joined again today by Director of Global Macro, Jurrien Timmer, for his global macro perspectives of the markets. He breaks down with the latest geopolitical tensions in the Middle East could mean on economies and why it’s important to have a investment plan and stick with it. Jurrien says consumer consumption remains strong even with geopolitical tensions rising. He says even though news headlines could make people nervous, he says in terms of your investments, you must remain unemotional and disciplined. Stick to the fundamentals and focus on rebalancing. Jurrien adds the market is dow ..read more
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Building blocks: Industrials and materials – Claire Fleming and Robert Reynolds
FidelityConnects
by Fidelity Canada
5d ago
Today on the show, we welcome equity research analysts Robert Reynolds and Claire Fleming. They break down what’s shaping the industrials and materials sectors, and what’s on their radar as we head into the second quarter. Robert and Claire provide an update on the copper supply story, explaining that there have been significant changes in the outlook since November of last year. Concerns were previously focused on how higher interest rates might impact demand in areas such as renewables and electric vehicles, although the biggest change has been in the supply outlook. This has caused challeng ..read more
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April 2024 Bank of Canada reaction – Don Drummond, Economist
FidelityConnects
by Fidelity Canada
5d ago
The Bank of Canada held the key interest rate at 5% in the April 10th announcement. Inflation is slowing and Tiff Macklem, Governor of the BOC tipped that a June rate cut may be “within the realm of possibilities”. Joining host Pamela Ritchie for a special interview today to is Don Drummond, former TD Bank Chief Economist, who will breaks down what this latest Bank of Canada decision means for inflation, industry trends and financial markets. Recorded on April 11, 2024.   At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer invest ..read more
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Jurrien Timmer's global macro view - April 8, 2024
FidelityConnects
by Fidelity Canada
1w ago
Today on the show, we welcome back Director of Global Macro Jurrien Timmer for his weekly market perspectives. He discusses market trends, bond performance, and investment strategies. Timmer notes that the market has been driven by liquidity, with the Fed’s balance sheet and Treasury cash balances affecting the repo market and causing knock-on effects for the stock market.  He discusses the shift in power from monetary dominance to fiscal dominance, with bonds experiencing a regime change. Timmer suggests that investors should focus on diversification by investing in uncorrelated ass ..read more
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U.S. Federal Reserve and spring 2024 market impact – David Tulk
FidelityConnects
by Fidelity Canada
1w ago
In March the U.S. Federal Reserve held rates steady and Fed Chair Powell commented that the Fed could reduce rates despite strong job numbers. All of these coulds and mights were all still in the narrative, and with markets generally rising and rates remaining pretty steady for longer than some thought, how do some of these changing market conditions and narratives impact asset allocation decision making? We’re joined today by portfolio manager David Tulk of Fidelity’s global asset allocation team, to speak about the Fed, global markets, Fidelity managed portfolios, and more. David sits down w ..read more
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Denise Chisholm's sector and factor perspectives –March 14th, 2024
FidelityConnects
by Fidelity Canada
1w ago
Today on the show, we welcome Director of Quantitative Market Strategy, Denise Chisholm with her monthly sector watch commentary. In this episode, Denise discusses this year’s presidential election and its impact on the economy, inflation and potential federal rate cuts, what sectors are on her radar. Denise says volatility in inflation is expected to continue, but, despite recent fluctuations, overall inflation growth remains modest and is not expected to significantly impact market returns.  She notes unless inflation accelerates to top quartile levels (around 4.5%), it is not considere ..read more
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Fidelity True North® Fund with Maxime Lemieux
FidelityConnects
by Fidelity Canada
1w ago
Today on the show, we welcome Portfolio Manager Maxime Lemieux. He discusses the Canadian equity markets and provides an update on Fidelity True North® Fund. Max goes over the impact of the COVID-19 pandemic and geopolitical disagreements, as well as the recovery process for the market. There have notably been tensions regarding Eastern Europe and the Middle East over shipping lanes and retailers in North America, and disruptions within those lanes have driven up costs for some goods. The recovery for many business cycles has been sluggish with a significant downturn in various sectors, and th ..read more
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