The market climb continues with earnings season now in full swing. Companies reporting thus far have been able to meet, beat and release some more guidance - after a semi-paralysis in communication due to the tariff unknowns. While tariffs are still unknowns, the one big beautiful bill has passed and a larger pond for investors to fish in has opened up across the globe. Concerns about the Fed and the bond market are not going away, as this wall of worry continues to be tackled. Joining today's show to bring context to what this moment in the markets means for you is Fidelity Director of Global Macro, Jurrien Timmer.

Recorded on July 21, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

With U.S. retail sales numbers out stronger than expected, it's clear that even in light of the tariff overhang, consumers are still spending into the economy. On today's episode, we learn more about where growth stocks may be hiding in plain view across US equity markets. Companies that often grow with long-term structural themes, as well as those that are currently pumping large amounts of free cash flows fit this strategy. Aspects of the A.I. trade fold nicely into the growth outlook, but which areas have the most untapped potential at this stage? Joining the show today to speak about growth opportunities across this market are Fidelity U.S. Growth Opportunities class Portfolio Managers Kyle Weaver and Rebecca Baker.

Recorded on July 17, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

The global high yield bond space can be a good place to weather recession, or sing along with a risk-on environment. With 10-year treasury yields at elevated levels, how is the picture looking for that extra piece of yield one can earn via the High Yield Bond market? Today's guest says it's looking pretty good! With some investors moving away from U.S. assets, will other hunting grounds, such as Europe, become more interesting for high yield issuance? Joining today's show to tour through the spreads, dispersions and sectors of the high yield bond trade is Fixed Income Portfolio Manager, Peter Khan.

Recorded on July 16, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.