The Upside

Catch up on the key moments and big stories from August, 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 yo...

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 August 2025 that investors should be looking at to evaluate the strength of the market. Recorded on August 21, 2025. At F...

Heard about ETFs but don’t know where to start? Today's episode features in-depth conversations about the rise of the ETF era and their role in planning for life after work. Fidelity retirement and ETF experts Michelle Munro and Étienne Joncas-Bouchard speak with host Emily Anonuevo. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer inve...

Reddit asked, we answered. Join us for The Upside with Audrey Kim, Senior Investment Analyst, ETF Capital Markets, as she re-addresses and dives deeper into some of our top-asked questions from past Reddit AMAs focused on ETFs and early investing journeys. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a ran...

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 ETFs, Andrei Bruno, about the growth in popularity of ETFs among Canadian investors, how active ETF listings are outpacing passive, whether precious metals or bitcoin ETFs are worth adding to a core portfolio and so much m...

Both the Bank of Canada and the Federal Reserve announced on July 30 that interest rates would remain unchanged. In Canada that means it's key lending rate stays put at 2.75%, and in the U.S. at 4.25%. This is the fifth straight time the U.S. has held it's rate. And in Canada, the bank says the decision to hold came with a clear consensus. So as we have passed the mid-way point of the year, with t...

Catch up on the key moments and big stories from July, 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 your...

Systematic models, data and algorithms continue to define the future of investing. Neil Constable, Head of Quantitative Research and Investments, breaks down how the Quantitative Research and Investments division fits within the broader Fidelity ecosystem and explains how data-driven ETFs and mutual funds may be worth including in your investments. At Fidelity, our mission is to build a better fut...

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 July 2025 that investors should be looking at to evaluate the strength of the market. Recorded on July 14, 2025. At Fidel...

Summer is finally here! And cottagers are getting ready for some fun-filled months. But what do investors need to know about their cottage property in terms of estate planning? What should go into a cottage succession plan? And what potential tax implications and planning strategies should investors consider? Join Fidelity’s Giselle de Sousa and Jacqueline Power on the Upside+ as we unpack all the...

Global stock markets have experienced significant volatility in 2025. After April’s downturn, triggered by U.S. tariffs, markets have since rebounded, with emerging markets, European equities and U.S. tech giants leading the global recovery story. U.K. markets have been resilient, with the FTSE 100 hitting record highs in June. London-based Investment Director Tom Stevenson joins host Kyle Cheropi...

Canada's tech industry in 2025 is characterized by robust growth and the digital transformation of traditional industries, supported by a strong educational pipeline from Canadian universities. But where does Canada fit into the global tech picture? And what trends from AI microchips, robotics, and more, should you have on your radar? Joining today's episode to unpack all of this and more are Joe...

Elevate your investing IQ with Fidelity’s newest podcast, The Upside: Ticker talk with Étienne Joncas-Bouchard. Tune into the premier show for expert insights on ETFs, market trends and investing in your 20s and 30s. In today's episode, Étienne introduces the show's reoccurring segments looking at industry news and answering questions from the internet, and sits down with Sébastien Faucher, ETF St...

Catch up on the key moments and big stories from June, 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 your...

2025 marks the 20th edition of the Fidelity Retirement Report. Trends in Canadians’ retirement preparations have changed, but the value of advice and the benefit of having a written financial plan have remained consistent. Michelle Munro and Jacqueline Power join host Emily Anonuevo to highlight key takeaways of the 2025 report and offer next steps for savers regardless of age or life stage. Recor...

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 today's episode, Denise shares the sectors, trends and underlying indicators moving markets in June 2025 that investors should be looking at to evaluate the strength of the market. Recorded on June 9, 2025. At Fidelity, our mission...

Today's guest is Ilan Kolet, institutional portfolio manager and member of Fidelity's Global Asset Allocation team. Ilan helps manage billions of dollars on behalf of Canadians. He discusses the latest Bank of Canada rate decision, what it means for Canadians, and what could be next. We'll also dive into the latest tariff news and unpack the U.S. tax bill. Recorded on June 5, 2025. At Fidelity, ou...

The popular Fidelity All-in-One ETF suite has expanded to include two new options: conservative income and fixed income. On today's episode of The Upside, Vince Kraljevic, ETF Strategist, sits down with host Emily Anonuevo to discuss Fidelity’s larger ETF lineup, how all-in-one ETFs are designed, how they continue to resonate with investors, and the Fidelity All-in-One ETF lineup’s newest expansio...

On today’s Upside, we’ll count down the top five May highlights from our FidelityConnects show. Connects is live daily for advisors, and then available on replay for all as a video podcast. Markets in May began like April, with global markets experiencing volatility. U.S. markets faced challenges due to President Trump’s trade policies, including the imposition of tariffs on imports from Canada, M...

Young Canadians are already taking steps to save, invest and build a strong financial future. On today’s episode, join our panel of Fidelity experts to unpack a recent IPSOS study on young Canadian investing trends. Host Emily Anonuevo sits down with Kelly Lannan, Sarah Mocherniak and Audrey Kim to discuss what platforms young investors are using, who they are looking to for advice and what invest...

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 May 2025 that investors should looking at to evaluate the strength of the market. Recorded on April 28, 2025. At Fidelity...

Dividend-focused portfolio manager Ramona Persaud was rated by Morningstar as one of 2024’s top ten female portfolio managers, based on risk-adjusted returns. For Canadian investors, Ramona manages both U.S. and global funds. In this episode of The Upside, she will share what she looks for in a dividend-paying company. Ramona will also reflect on 2025 so far and provide her U.S. and global outlook...

We're now into May, and April had no shortage of headlines with several major stories playing out globally. Tariffs and trade wars continue to be top of mind, as was an election for us Canadians. This episode will be reflecting on the month of April featuring top clips from our Fidelity Connects and Upside webcasts, as well as a new interview with Michelle Munro, Director, Tax and Retirement Resea...

Join Ilan Kolet, Institutional Portfolio Manager, as he breaks down the latest Bank of Canada decision to hold the key lending rate at 2.75%, and its impact on inflation, mortgages and your wallet. Ilan, a former Bank of Canada analyst, will also explore how the upcoming federal election could affect Canadians’ finances, and the latest developments in tariff and trade troubles with our southern ne...

Catch up on the key moments in March and discover the investment stories that should be on your radar. Tune in to Fidelity’s portfolio managers and subject-matter experts as they share their latest market insights and where they are finding opportunities to protect and grow your hard-earned savings. Recorded on March 27, 2025. At Fidelity, our mission is to build a better future for Canadian inves...