# fidelity (podcasts) — RSS Amplifier Recent posts from the 2 feeds in the RSS Amplifier directory that cover fidelity. Page: Feed: --- ## [Charting the week: Global asset allocation insights – Ilan Kolet](https://fidelitycanada.podbean.com/e/charting-the-week-global-asset-allocation-insights-%e2%80%93-ilan-kolet/) _2026-08-19 · FidelityConnects_ Institutional Portfolio Manager Ilan Kolet joins us to break down the key global market forces shaping the trading week ahead. From macro trends to asset allocation considerations, Ilan shares what he and the Global Asset Allocation team are watching — and how investors can position themselves as new opportunities and risks emerge. Recorded on August 11, 2026. At Fidelity, our mission is to build… [Listen](https://mcdn.podbean.com/mf/web/nxvpjt4n5yvznmji/08112026_FC_Podcast_IlanKolet_EN.mp3) ## [Jurrien Timmer's global macro view – August 17, 2026](https://fidelitycanada.podbean.com/e/jurrien-timmers-global-macro-view-%e2%80%93-august-17-2026/) _2026-08-18 · FidelityConnects_ Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next. Recorded on August 17, 2026. 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… [Listen](https://mcdn.podbean.com/mf/web/4w4i96qgxv5baz56/08172026_FC_Podcast_JurrienTImmer_EN.mp3) ## [Alternative thinking: A Market Neutral perspective – Brett Dley](https://fidelitycanada.podbean.com/e/alternative-thinking-a-market-neutral-perspective-%e2%80%93-brett-dley/) _2026-08-17 · FidelityConnects_ Join Brett Dley, Portfolio Manager of Fidelity Market Neutral Alternative Fund, for a discussion on the current market landscape, high-conviction pair trades and emerging opportunities across sectors. Learn how a long/short strategy aims to provide diversification, downside protection during periods of market stress and alternative sources of return. Recorded on July 30, 2026. At Fidelity, our… [Listen](https://mcdn.podbean.com/mf/web/tnbuj4uymtsxxv6v/08052026_FC_BrettDley_Podcast.mp3) ## [The ETF Roundup with Étienne Joncas-Bouchard – August 2026](https://fidelitycanada.podbean.com/e/the-etf-roundup-with-etienne-joncas-bouchard-%e2%80%93-august-2026/) _2026-08-14 · FidelityConnects_ Join Étienne Joncas-Bouchard, Fidelity Director of ETF & Alternatives Strategy, for a discussion on the current ETF landscape, including an update on Fidelity’s All-In-One ETFs and ETF product lineup. Recorded on August 12, 2026. 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… [Listen](https://mcdn.podbean.com/mf/web/rwxt62f7f3s4d5ii/08122026_FC_Podcast_tienneJoncasBouchard_ENbfmco.mp3) ## [The power of factors: Precision investing for modern markets – Bobby Barnes](https://fidelitycanada.podbean.com/e/the-power-of-factors-precision-investing-for-modern-markets-%e2%80%93-bobby-barnes-1786653008/) _2026-08-13 · FidelityConnects_ Join Bobby Barnes for a comprehensive discussion about Fidelity’s quantitative research team, factor investing, and the factors and Fidelity ETFs that may be favourable in the marketplace in the months ahead. Recorded on August 7, 2026. 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… [Listen](https://mcdn.podbean.com/mf/web/i5944td4zdaydt7v/08072026_FC_Podcast_BobbyBarnes_EN.mp3) ## [Jurrien Timmer's global macro view – August 10, 2026](https://fidelitycanada.podbean.com/e/jurrien-timmers-global-macro-view-%e2%80%93-august-10-2026/) _2026-08-12 · FidelityConnects_ Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next. Recorded on August 10, 2026. 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… [Listen](https://mcdn.podbean.com/mf/web/axfup9773ydcbas2/08102026_FC_Podcast_JurrienTimmer_EN.mp3) ## [Where is international growth heading next? – Jed Weiss](https://fidelitycanada.podbean.com/e/where-is-international-growth-heading-next-%e2%80%93-jed-weiss/) _2026-08-11 · FidelityConnects_ Join Jed Weiss, Portfolio Manager of Fidelity International Growth Fund, for a timely discussion on the international investing landscape. Jed will share how he identifies businesses with durable competitive advantages, strong growth potential and attractive valuations, as well as the themes influencing portfolio positioning today. Recorded on August 6, 2026. At Fidelity, our mission is to build a… [Listen](https://mcdn.podbean.com/mf/web/4du7vb7yurfbdzga/08062026_FC_Podcast_JedWeiss_EN.mp3) ## [ETF momentum: What’s moving markets in Q3 – Adam Dickson](https://fidelitycanada.podbean.com/e/etf-momentum-what-s-moving-markets-in-q3-%e2%80%93-adam-dickson/) _2026-08-10 · FidelityConnects_ Get up to speed on what’s fueling the markets this quarter. Join Adam Dickson, ETF Strategist, as he breaks down the ETF trends, sector shifts and positioning ideas gaining traction in Q3. From the latest rotations to fresh insights on Fidelity’s All‑in‑One ETFs, Adam will highlight the forces driving momentum and how to use them to stay one step ahead. Recorded on July 30, 2026. At Fidelity, our… [Listen](https://mcdn.podbean.com/mf/web/bcisg2g9zqkp3wmm/07302026_FC_AdamDickson_Podcast.mp3) ## [Jurrien Timmer's global macro view – August 4, 2026](https://fidelitycanada.podbean.com/e/jurrien-timmers-global-macro-view-%e2%80%93-august-4-2026/) _2026-08-07 · FidelityConnects_ Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next. Recorded on August 4, 2026. 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… [Listen](https://mcdn.podbean.com/mf/web/xre39n3m2wtw9sa8/08042026_FC_Podcast_JurrienTimmer_EN.mp3) ## [Decoding the digital economy – Evan Zehnal](https://fidelitycanada.podbean.com/e/decoding-the-digital-economy-%e2%80%93-evan-zehnal/) _2026-08-06 · FidelityConnects_ Join Evan Zehnal, Assistant Portfolio Manager and Equity Research Analyst, for a timely discussion on the forces driving today's technology landscape. Drawing on his experience researching innovative companies, Evan will share insights into the latest market developments, the impact of AI on businesses and consumers, and the trends he believes investors should be watching closely. Recorded on July… [Listen](https://mcdn.podbean.com/mf/web/gt2yjeqcz4rhxisk/07292026_FC_EvanZehnal_Podcast.mp3) ## [Sync Bookmarks Everywhere (Sponsored)](https://crawlproof.com/a/CxR3FbFtcooo) _2026-08-06 · **Sponsored**_ Two-way sync keeps folders and toolbar intact across Chrome, Firefox, and Safari. ## [Fidelity Answers: What is Silicon Valley saying about cost (and jobs)?](https://omny.fm/shows/for-investment-professionals-only/fidelity-answers-what-is-silicon-valley-saying-about-cost-and-jobs) _2026-07-17 · Fidelity Answers: The Investment Podcast_ Will AI lead to mass layoffs? Are the costs already getting too much for companies? And are the billions of investment already starting to come good? Fresh from a visit to Silicon Valley, US equities portfolio manager Sam Thomas and tech analyst Jonathan Tseng answer these questions and more, with the help of new Fidelity analyst survey data and a macro study that predicts gains in growth. With… [Listen](https://traffic.omny.fm/d/clips/32b71747-6282-467f-a657-a8db009910fb/c40f1483-d30d-4c9e-baa0-a8e30063b2c7/75cbb331-bfec-4e33-b691-b48a00814e90/audio.mp3?utm_source=Podcast&in_playlist=8d1e9131-0900-4f40-88f4-a8e30063b2d1) ## [Fidelity Answers: Where should I look if I need to play defence?](https://omny.fm/shows/for-investment-professionals-only/fidelity-answers-where-should-i-look-if-i-need-to-play-defence) _2026-06-29 · Fidelity Answers: The Investment Podcast_ With AI soaking up the lion's share of investor attention (and capital), opportunities are appearing in other parts of the market to pick up quality assets at relatively attractive valuations. Seb Morton-Clark talks to Portfolio Managers Tristan Purcell and Alex Laing, and Director of Research for Fixed Income Rebecca Motta about the options for adding to defensive positions in case the near-term… [Listen](https://traffic.omny.fm/d/clips/32b71747-6282-467f-a657-a8db009910fb/c40f1483-d30d-4c9e-baa0-a8e30063b2c7/4a663cb7-45fd-4c31-93f5-b47800f3ab72/audio.mp3?utm_source=Podcast&in_playlist=8d1e9131-0900-4f40-88f4-a8e30063b2d1) ## [The Investor’s Guide to Asia: The ‘haves’ and ‘have-nots’](https://omny.fm/shows/for-investment-professionals-only/the-investor-s-guide-to-asia-the-haves-and-have-nots) _2026-06-18 · Fidelity Answers: The Investment Podcast_ Asia has proven more resilient than expected to the Middle East oil market shock, but energy security and the AI capex cycle are reshaping the region into a more fragmented investment landscape, fund managers George Efstathopoulos and Terrence Pang tell Stuart Rumble in the latest episode. See omnystudio.com/listener for privacy information. [Listen](https://traffic.omny.fm/d/clips/32b71747-6282-467f-a657-a8db009910fb/c40f1483-d30d-4c9e-baa0-a8e30063b2c7/1211850d-55d9-4bc0-8693-b46d009fe1db/audio.mp3?utm_source=Podcast&in_playlist=8d1e9131-0900-4f40-88f4-a8e30063b2d1) ## [Fidelity Answers: What kind of fixed income can protect my portfolio when inflation is rising?](https://omny.fm/shows/for-investment-professionals-only/fidelity-answers-what-kind-of-fixed-income-can-protect-my-portfolio-when-inflation-is-rising) _2026-05-19 · Fidelity Answers: The Investment Podcast_ With inflation expectations soaring, and fixed income yields rising with them, what safe havens does the bond market offer for capital in an environment of higher prices and geopolitical shocks? Seb Morton-Clark hears from two of Fidelity's fixed income portfolio managers - Ravin Seeneevassen and Tim Foster - about why they think markets are under-appreciating the risks and how inflation-linked… [Listen](https://traffic.omny.fm/d/clips/32b71747-6282-467f-a657-a8db009910fb/c40f1483-d30d-4c9e-baa0-a8e30063b2c7/bf1542d5-2265-4472-8de4-b44f00ccc167/audio.mp3?utm_source=Podcast&in_playlist=8d1e9131-0900-4f40-88f4-a8e30063b2d1) ## [The Investor's Guide to Asia: Three investable ideas that caught a fund manager's eye](https://omny.fm/shows/for-investment-professionals-only/the-investors-guide-to-asia-three-investable-ideas-that-caught-a-fund-managers-eye) _2026-04-27 · Fidelity Answers: The Investment Podcast_ What do investment analysts really contribute to the decisions fund managers make and how are those insights used in practice? Fund manager Dale Nicholls joins Stuart Rumble and Taosha Wang to explore three case studies, from China's fast‑developing robotics sector and emerging small‑cap opportunities to Australia's politically sensitive rare earths industry. Alongside analysts Reggie Pan , Sam… [Listen](https://traffic.omny.fm/d/clips/32b71747-6282-467f-a657-a8db009910fb/c40f1483-d30d-4c9e-baa0-a8e30063b2c7/95720ab9-b946-4605-b5ee-b43900d0cb18/audio.mp3?utm_source=Podcast&in_playlist=8d1e9131-0900-4f40-88f4-a8e30063b2d1) ## [Fidelity Answers: Volatility is extreme. What are the investment trends I should keep in focus?](https://omny.fm/shows/for-investment-professionals-only/fidelity-answers-volatility-is-extreme-what-are-the-investment-trends-i-should-keep-in-focus) _2026-04-23 · Fidelity Answers: The Investment Podcast_ Even with an energy shock, there are reasons for investors to be hopeful about both stocks and bonds. Chief Investment Officers for fixed income and equities, Marion Le Morhedec and Niamh Brodie-Machura take a hard look at markets in what feels like a crucial moment. -------- Credits Producers: Patrick Graham, Rachel Reed Studio operators: Alex Willcox Post production: Connor Baillie Social… [Listen](https://traffic.omny.fm/d/clips/32b71747-6282-467f-a657-a8db009910fb/c40f1483-d30d-4c9e-baa0-a8e30063b2c7/efff7872-27b1-408e-bd0e-b43500f99c8d/audio.mp3?utm_source=Podcast&in_playlist=8d1e9131-0900-4f40-88f4-a8e30063b2d1) ## [Fidelity Answers: What impact is the Middle East conflict having on industry?](https://omny.fm/shows/for-investment-professionals-only/fidelity-answers-what-impact-is-the-middle-east-conflict-having-on-industry) _2026-03-30 · Fidelity Answers: The Investment Podcast_ Hostilities in the Middle East are grinding into their fifth week and the impact is spreading through the global economy. What can we say about the likely effects on the ground of the shock facing industry around the world, and how should portfolios be positioned? Seb Morton-Clark digs into the details with Fidelity's Head of Equity Research in Europe, Punam Sharma , and fund manager Marcel… [Listen](https://traffic.omny.fm/d/clips/32b71747-6282-467f-a657-a8db009910fb/c40f1483-d30d-4c9e-baa0-a8e30063b2c7/48cc9efc-1078-4094-94ee-b41d00babd86/audio.mp3?utm_source=Podcast&in_playlist=8d1e9131-0900-4f40-88f4-a8e30063b2d1) ## [Fidelity Answers: How should I react to turmoil in the Middle East?](https://omny.fm/shows/for-investment-professionals-only/fidelity-answers-how-should-i-react-to-turmoil-in-the-middle-east) _2026-03-19 · Fidelity Answers: The Investment Podcast_ The conflict in the Middle East shows no immediate signs of abating, and markets are now pricing in a longer period of instability than had been apparent two weeks ago. Does that derail this year's big market trends? Or is this chiefly a period of short-term volatility to look through? Seb Morton-Clark is joined in the studio by Capital Markets Strategist Carsten Roemheld to analyse views from a… [Listen](https://traffic.omny.fm/d/clips/32b71747-6282-467f-a657-a8db009910fb/c40f1483-d30d-4c9e-baa0-a8e30063b2c7/9a436df9-4fe8-41bd-a359-b41200fc5c18/audio.mp3?utm_source=Podcast&in_playlist=8d1e9131-0900-4f40-88f4-a8e30063b2d1) ## [The Investor's Guide to Asia: Where next for China's stock market](https://omny.fm/shows/for-investment-professionals-only/the-investors-guide-to-asia-china-stock-market-placeholder) _2026-03-11 · Fidelity Answers: The Investment Podcast_ What does the make-up of an audience at a Chinese comedy show tell you? Why is gold the hot new thing amongst Chinese consumers? And how should investors sensibly approach Chinese tech? In the latest episode of The Investor's Guide to Asia , portfolio managers Nick Price and Cynthia Chen explore all this and more to explore why Chinese equities continue to play a pivotal role in global portfolios.… [Listen](https://traffic.omny.fm/d/clips/32b71747-6282-467f-a657-a8db009910fb/c40f1483-d30d-4c9e-baa0-a8e30063b2c7/c8191b73-0a6f-4b81-813c-b40a00980258/audio.mp3?utm_source=Podcast&in_playlist=8d1e9131-0900-4f40-88f4-a8e30063b2d1) ## [Open directory of blogs for agents (Sponsored)](https://crawlproof.com/a/p3V9TUVqXVXF) _2026-03-11 · **Sponsored**_ Submit URLs or OPML; receive feed pages with summaries, plus JSON/OPML/plain text ## [Fidelity Answers: Is there a new investment case for commodities and industrials?](https://omny.fm/shows/for-investment-professionals-only/fidelity-answers-is-there-a-new-investment-case-for-commodities-and-industrials) _2026-02-26 · Fidelity Answers: The Investment Podcast_ After a decade in the doldrums, a perfect storm has driven prices of raw materials higher. In the race to mine, refine, and use them for everything from the energy transition to AI infrastructure, the commodities and industrials companies essential to the process are finally enjoying a moment in the sun. In the latest episode of Fidelity Answers we talk to portfolio managers Oliver Hextall and… [Listen](https://traffic.omny.fm/d/clips/32b71747-6282-467f-a657-a8db009910fb/c40f1483-d30d-4c9e-baa0-a8e30063b2c7/f24d1744-c2eb-4146-b263-b3fd011b9616/audio.mp3?utm_source=Podcast&in_playlist=8d1e9131-0900-4f40-88f4-a8e30063b2d1)