The Upside

ETFs are changing the way investors access markets, offering a range of options for different investment styles and time horizons – even if you’re just starting out. Join Adam Dickson, ETF Strategist, for an inside look at what’s fuelling ETF adoption, how ETFs are shaping market trends and where innovation is headed next. Plus, what does this mean for investors looking to stay ahead of the curve?...

Join Alternatives Investment Analyst Daniela Florea and Sustainable Investment Specialist Julianna Martino as they break down the basics of personal finance. From common myths to smart tools and realistic timelines, this episode is your crash course in getting financially confident this Financial Literacy Month! Recorded on November 27, 2025. At Fidelity, our mission is to build a better future fo...

December’s market story is unfolding – and Fidelity’s Director of Quantitative Market Strategy, Denise Chisholm, joins The Upside to reveal the sector trends, historical patterns and market correlations that could shape investor decisions this month. Take a listen to find out what’s catching attention – why it could matter for your portfolio as we approach year-end. Recorded on December 10, 2025....

Join Marianne Lando, Investment Associate, as she explores the unique strategies behind Hugo Lavallée’s approach to managing the Fidelity Canadian Opportunities Fund and the Fidelity Greater Canada Fund. Known for his contrarian style, Hugo seeks value in companies that others overlook – out-of-favour stocks with strong fundamentals and long-term potential. In this session, Marianne will break dow...

Curious about the future of chips, cloud or code? AI is accelerating across enterprise platforms and changing the way we interact with everyday applications. Join Analyst and Portfolio Manager Ben Holton and Research Analyst Jonathan Tseng as they explore AI’s transformative impact, zeroing in on the Software & Semiconductor sectors. Plus, they unpack how AI is reshaping industries, driving in...

Join Étienne Joncas-Bouchard, Fidelity’s Director of ETF and Alternatives Strategy, and Mark Verrilli, ETF Strategist, as they ring in the year’s last episode of The Upside: Ticker Talk with a discussion about the biggest surprises in the ETF markets this year and their 2026 ETF predictions.  At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We o...

Catch up on the key moments and big stories from November, including what trending investing topics should be on your radar. Host Kyle Cheropita counts down the top five FidelityConnects moments, featuring Fidelity’s portfolio managers, subject-matter experts and special guests sharing their latest perspectives on the markets and where they are finding investment opportunities to protect and grow...

November’s market story is unfolding — and Fidelity’s Director of Quantitative Market Strategy Denise Chisholm, aka the “Quant Boss,” joins The Upside to reveal the sector trends, historical patterns, and market correlations that could shape investor decisions this month. Tune in to find out what’s catching attention and why it could matter for your portfolio heading into year-end. Recorded on Nov...

All-in-One ETFs are gaining traction, but what’s driving their popularity right now? In this episode of The Upside, we break down how these diversified, low-maintenance investment vehicles are performing in today’s market – and explore the role they could play in helping investors build resilient portfolios. ETF Strategists Mark Verrilli and Adam Dickson share their insights. Recorded on October 2...

Join John Bradley, Director, Emerging Technologies, to dive into all things AI and technology. John joins host Tamara Radocaj to discuss how AI is evolving in our society, including within the financial services industry, and at Fidelity specifically. What should you be watching for in this dynamic space? Take a listen to find out. At Fidelity, our mission is to build a better future for Canadian...

Catch up on the key moments and big stories from October, including what trending investing topics should be on your radar. Host Kyle Cheropita counts down the top five FidelityConnects moments, featuring Fidelity’s portfolio managers, subject-matter experts and special guests sharing their latest perspectives on the markets and where they are finding investment opportunities to protect and grow y...

The Bank of Canada just made its latest rate call, and it’s already stirring up questions about the future of the economy. Investors: if you’re looking for clarity in the wake of this rate decision, this special episode with Ilan Kolet will help make sense of what’s happening and what it could mean for your investment strategy. At Fidelity, our mission is to build a better future for Canadian inve...

Are you interested in alternative investments and don’t know where to start? On this episode of The Upside, Dave Way, Portfolio Manager, Fidelity Long/Short Alternative Fund, and Brendan Sims, Alternative Strategist, unpack how Fidelity’s liquid alternatives can complement traditional equity portfolios. They will also highlight the recently launched Fidelity Multi-Alt Equity Fund, which offers a s...

Join Étienne Joncas-Bouchard, Fidelity’s Director of ETF and Alternatives Strategy, on the latest episode of The Upside: Ticker Talk for a discussion with Cameron Chamberlain, Director of Portfolio Solutions, about the rise of leveraged ETFs, how to become diversified with ETFs, and Cam’s top three tips for building out a portfolio with ETFs. At Fidelity, our mission is to build a better future fo...

Denise Chisholm is a student of history who uses historical probability analysis when looking at the markets in her role as Director of Quantitative Market Strategy. On this episode of The Upside, Denise will share the sectors, trends and underlying indicators moving markets in October 2025 that investors should be looking at to evaluate the strength of the market. At Fidelity, our mission is to b...

What does “alternative investments” mean, and why do they matter now? As a follow-up to last month’s “Demystifying alternative investments: Practical insights for modern portfolios,” join Rory Poole, Director, Alternatives, and Brendan Sims, Alternatives Strategist, as they do a deep dive on different types of multi-strategy funds, including the different types of liquid alternatives, Fidelity’s a...

Learning how to manage your finances and save for the future can begin at any age, but getting started can feel overwhelming for many young people. Join us on the latest episode of the Upside for a candid conversation with sustainable investment specialist Julianna Martino about helping your kids build their long-term financial goals. Host Emily Anonuevo will also speak directly with local student...

Tom Stevenson, Investment Director at Fidelity International, shares his perspectives on what he is seeing first-hand in London, with European stock markets having outperformed U.S. markets during this turbulent year. Tom also shares what big global stories should be on your radar for the remainder of 2025 – and we'll hear his Vancouver Island summer vacation highlights. Recorded on September 18,...

Join Étienne Joncas-Bouchard, Fidelity’s Director of ETF and Alternatives Strategy, on the latest episode of the Upside: Ticker talk for a discussion with Patrick McEntyre, Co-Head of Institutional Sales for ETFs, Portfolio Trading, Electronic Trading, and Equity Derivatives at National Bank, about the popularity of multi-asset ETFs, the difference between covered-call ETFs and broad market ETFs a...

Catch up on the key moments and big stories from September, including what trending investing topics should be on your radar. Host Kyle Cheropita counts down the top five FidelityConnects moments, featuring Fidelity’s portfolio managers, subject-matter experts and special guests sharing their latest perspectives on the markets and where they are finding investment opportunities to protect and grow...

Patrice Quirion, portfolio manager of Fidelity Global Fund, Fidelity Global Concentrated Equity Fund, and Fidelity International Concentrated Equity Fund, focuses on investing in quality companies, mainly outside of North America, that he believes are reasonably priced and have the potential to exhibit predictable and durable earnings growth. This results in a concentrated portfolio of his best in...

Denise Chisholm is a student of history who uses historical probability analysis when looking at the markets in her role as Director of Quantitative Market Strategy. On this episode of The Upside, Denise will share the sectors, trends and underlying indicators moving markets in September 2025 that investors should be looking at to evaluate the strength of the market. Recorded on September 15, 2025...

What does “alternative investments” mean, and why do they matter now? Join Rory Poole, Director, Alternatives, as he demystifies alternatives, looks at their role in a portfolio, explains how you can access alternatives and addresses common misconceptions.

Quality + change = mispricing. Fidelity Global Small Cap Opportunities Fund portfolio managers Connor Gordon and Chris Maludzinski, distinguished by their stock-picking capabilities, have used their robust research capabilities to identify high-quality global small-cap stocks. Tune in to hear from investment analyst Ashok Sripathy about how global small caps can play an important role in a well-di...

Join Étienne Joncas-Bouchard, Fidelity’s Director of ETF and Alternatives Strategy, on the latest episode of the Upside: Ticker talk for a discussion with Fidelity’s Director of Alternatives, Rory Poole, about the growth of alternative ETFs, how to evaluate if an ETF is worth investing in, the future of alternatives and so much more! At Fidelity, our mission is to build a better future for Canadia...