All Episodes

U.S. tech and software: Signals from the latest earnings – Ben Holton

Denise Chisholm's sector and factor perspectives – July 23, 2026

U.S. equities, uncovered: How Fidelity finds its best ideas – Stephen DuFour

Strategic income: Opportunities across global credit – Celso Muñoz

Jurrien Timmer's global macro view – July 20, 2026

North American equities: What’s driving markets now – Darren Lekkerkerker

Bank of Canada reaction with economist Don Drummond

Measuring the strength of U.S. financials – Lee Sotos

Denise Chisholm's sector and factor perspectives – July 9, 2026

Global and U.S. equities update: What’s ahead? – Chris Lee

Jurrien Timmer's global macro view – July 13, 2026

Silicon Valley snapshots: AI and what’s next – Evan Zehnal, Vijay Saraswat, Matt Horne, and Aidan Brandt

ETF opportunities for the third quarter – Vince Kraljevic

Jurrien Timmer's global macro view – July 6, 2026

UK and Europe market trends: What they mean for global investors – Tom Stevenson

Are you diversified? Canadian fixed income strategies for Q3 – Lee Ormiston

From India to Peru: The emerging markets story, continued – Abhijeet Singh

Denise Chisholm's sector and factor perspectives – June 25, 2026

Micro caps, big stories: Inside the global micro mindset – Salim Hart

CUSMA countdown: What’s at stake for Canadian industrials, energy and equities – Joe Overdevest, Max Lemieux and Bobby Reynolds

Capital Markets Playbook (June 22, 2026) – Andrei Bruno

June 2026 Fed decision: Where yields and markets go next – Christine Thorpe

The ETF Roundup with Étienne Joncas-Bouchard – June 2026

Long/short investing strategies in the second half – David Way

Capital Markets Playbook (June 15, 2026) – Andrei Bruno

East meets alpha: Investing in Asia and Japan – Eileen Dibb

Canada’s moment: Opportunities advisors can’t ignore – Part 3 – David Tulk

Canada’s moment: Opportunities advisors can’t ignore – Part 2 – Reetu Kumra & Joe Overdevest

Canada’s moment: Opportunities advisors can’t ignore – Part 1– David Bridges

Balancing income and risk in today’s markets – Adam Kramer

Jurrien Timmer's global macro view – June 8, 2026

The power of factors: Precision investing for modern markets – Bobby Barnes

Emerging Markets Opportunities: Looking for growth beyond the usual markets – John Dance

Markets at mid year: CIO Andrew Marchese’s insights on what matters next

Jurrien Timmer's global macro view – June 1, 2026

Are consumers ready for takeoff? Inside travel and leisure trends – David Cochrane

Denise Chisholm's sector and factor perspectives – May 28, 2026

Retirement trends with ClearPath® portfolios – Jon Knowles

Jurrien Timmer's global macro view – May 25, 2026

Global Allocation in Action: Inside Fidelity Managed Portfolios – David Wolf

Introducing Fidelity Alternative Bond Fund – Peter Khan and Olivier Simon-Vermot

FOCUS 2026 | Against the crowd: Finding opportunities in a concentrated market – Hugo Lavallée

The ETF roundup with Étienne Joncas-Bouchard – May 2026

FOCUS 2026 | Expanding the alpha landscape with Global Opportunities Long/Short – Max Adelson

FOCUS 2026 | Income that moves with markets – Adam Kramer

FOCUS 2026 | Big picture briefing: The forces shaping markets right now – Jurrien Timmer

FOCUS 2026 | Redefining diversification: The case for alternative equity now – David Way

Jurrien Timmer's global macro view – May 11, 2026

FOCUS 2026 | Finding durable opportunities in North America – Darren Lekkerkerker

True North trends: Opportunities in Canadian equities – Maxime Lemieux

FOCUS 2026 | Allocation priorities: Building resilient portfolios – David D. Wolf, David Tulk, Ilan Kolet

FOCUS 2026 | Building resilient portfolios with dividend strategies – Ramona Persaud

FOCUS 2026 | Value with clarity: What fundamentals are telling us now – Daniel Dupont

Technology in 2026: What matters now – HyunHo Sohn

FOCUS 2026 | Systematic investing comes to fixed income – Karishma Kaul

Denise Chisholm's sector and factor perspectives – April 30, 2026

FOCUS 2026 | Looking ahead: What matters most for the second half – Andrew Marchese

FOCUS 2026 | Emerging markets in motion: Where opportunities are – John Dance

FOCUS 2026 | Building better portfolios from the inside out – Étienne Bouchard and Brendan Sims

Bank of Canada reaction with economist Don Drummond

FOCUS 2026 | Quality without borders: Global equities in action – Patrice Quirion

Active asset allocation: Global opportunities – Ayesha Akbar

The quant opportunity: Revisiting Fidelity’s data-driven capabilities – Gilbert Haddad

Dividend investing in the second quarter – Don Newman

Jurrien Timmer's global macro view – April 27, 2026

Profit with purpose: Investing in a sustainable world – Anna Lester, Bryan Anderson, and Kenyon Hunt

Positioning with purpose: Small- and mid-cap strategies – Steve MacMillan

Denise Chisholm's sector and factor perspectives – April 23, 2026

ETF Momentum: What’s moving markets in Q2 – Mark Verrilli

Driving alpha through dividends – Ramona Persaud

April 2026 update with Dan Dupont

Across the globe: Equity opportunities in Q2 – Patrice Quirion

Canada’s bond market: Where the yield is – Sri Tella

Jurrien Timmer's global macro view – April 20, 2026

Denise Chisholm's sector and factor perspectives – April 9, 2026

Jurrien Timmer's global macro view – April 13, 2026

April 2026 Global Asset Allocation insights – Ilan Kolet

Finding diversified income opportunities in fast moving markets – Scott Mensi

Global bond markets: Themes to watch for Q2 – Mike Foggin

Luxury meets opportunity: Consumer brand investing in 2026 – Aneta Wynimko

The Fed Decides: What it means for bond investors – Christine Thorpe

Pulse Check: What’s next for Canadian Tech, Health and U.S. MedTech? – Kosta Kringas and Vishal Chopra

Denise Chisholm's sector and factor perspectives – March 26, 2026

Jurrien Timmer's global macro view – March 23, 2026

Tax season countdown: Key tips to know – Michelle Munro and Jacqueline Power

The ETF roundup with Étienne Joncas-Bouchard – March 2026

Minister of Finance: Plan to make Canada more investable – The Honourable François-Philippe Champagne

Denise Chisholm's sector and factor perspectives – March 5, 2026

UK and Europe market trends: What they mean for global investors – Tom Stevenson

Canada’s Market Frontier with Hugo Lavallée

Hidden gems: Finding opportunities in small caps – Connor Gordon and Chris Maludzinski

Inside the Vault: North American banks and financials today – Lee Sotos and Thomas Goldthorpe

Jurrien Timmer's global macro view – March 9, 2026

Geopolitics and growth part two: A shift to international equities – Patrice Quirion

Geopolitics and growth part one: Canada-U.S. energy and resources – Joe Overdevest and Jin Hwang

Alternative investing strategies in 2026 – Brendan Sims

Growth in motion: Opportunities in U.S. Markets – Kyle Weaver

Jurrien Timmer's global macro view – March 2, 2026

Beyond the benchmark: Finding edge in alternatives – Reetu Kumra

Jurrien Timmer's global macro view – February 23, 2026

Inside the Canadian consumer: What earnings are telling us now – Andrew Hall

Denise Chisholm's sector and factor perspectives – February 19, 2026

The ETF roundup with Étienne Joncas-Bouchard – February 2026

Canada’s resource story: Oil, opportunity and equities – Joe Overdevest

Inside AI: A conversation with Louis Têtu, Executive Chairman, Coveo

VISION 2026: Income in action: Turning yield into opportunity - Adam Kramer, Scott Mensi

Factor investing: The quant edge for today’s markets – Bobby Barnes

VISION 2026: Markets in motion: A CIO outlook for 2026 - Andrew Marchese

Five questions into 2026: Insights from the GAA team – David Wolf

North American equities: What’s driving markets now – Darren Lekkerkerker

VISION 2026: Sectors, factors and markets in 2026 - Denise Chisholm

VISION 2026: Finding opportunities across Canada and the U.S. in 2026 - Darren Lekkerkerker

VISION 2026: Innovation shaping advisor portfolios - Étienne Joncas Bouchard, Brendan Sims

UK & Europe Market Trends: What They Mean for Global Investors – Tom Stevenson

VISION 2026: Undiscovered edge: Small/mid-caps on the rise - Shilpa Mehra, Jed Weiss

After the Fed: Fixed income perspectives – Beau Coash

VISION 2026: Innovation and the next era of investing - Neil Constable

Denise Chisholm's sector and factor perspectives – February 5, 2026

VISION 2026: Global playbook 2026: Strategies for changing markets - David Tulk, Ilan Kolet

Introducing Fidelity Global Opportunities Long/Short Fund – Max Adelson and Nic Bellemare

True North Trends: Opportunities in Canadian equities – Maxime Lemieux

New world order: What does it mean for Canada and investors? – Richard Fadden

RRSP season in focus: Tax and retirement strategies for 2026 – Michelle Munro and Jacqueline Power

Bank of Canada reaction with economist Don Drummond

Jurrien Timmer's global macro view – January 26, 2026

Inside the engine room: U.S. industrials and services outlook – Payton Liske and Nathan Ha

Market and product trends: The signals shaping portfolios – Andrew Clee

Jurrien Timmer's global macro view – January 19, 2026

Founder-led edge: Insights from Fidelity’s Founders Class® – Thomas Williams

Kick off 2026: ETF trends and opportunities – Vince Kraljevic

Global and U.S. Equities Update: What’s ahead? – Chris Lee

Denise Chisholm's sector and factor perspectives – January 15, 2026

Materials in Motion: Trends shaping 2026 – Claire Fleming

Fixed Income & High Yield: Strategies for the year ahead – Adam Kramer

Jurrien Timmer's global macro view – January 12, 2026

Global equities: Where are the opportunities now? – Patrice Quirion

CIO perspectives: 2026 market insights – Andrew Marchese

Global Asset Allocation: Positioning for 2026 – David Tulk

Jurrien Timmer's global macro view – January 5, 2026

Denise Chisholm's sector and factor perspectives – December 18, 2025

Jurrien Timmer's global macro view – December 22, 2025

Dan Dupont’s Final Call of 2025: What’s next for investors?

Beyond the benchmark: Investing in global micro caps – Salim Hart

The ETF roundup: 2025 in review with Étienne Joncas-Bouchard

Factor investing: The quant edge for today’s markets – Bobby Barnes

Capital markets playbook – Andrei Bruno

Canada’s AI leadership in action with Coveo’s Louis Têtu

The BoC and the Fed: Final call of 2025 – Ilan Kolet

Emerging markets in motion: Navigating the shifts – Abhijeet Singh

Jurrien Timmer's global macro view – December 1, 2025

Consumer trends: Travel & leisure insights – David Cochrane

Jurrien Timmer's global macro view – December 8, 2025

The road to 2026: Policy trends and market movers – Denise Chisholm and Greg Lowman

Closing the books on 2025: Year-end tax strategies – Jacqueline Power

Exploring digital assets: Bitcoin and beyond – Chris Kuiper

Analyst insights: Energy in 2026 – Jin Hwang

Denise Chisholm's sector and factor perspectives – November 20, 2025

Opportunities in global high-yield – Peter Khan

Canada's market frontier with Hugo Lavallée

Real estate investing in 2026 – Don Newman