The Upside

ICYMI: July's top stories and highlights

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 hard-earned savings.
Recorded on July 28, 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.

Meet the head of Fidelity’s mind-blowing quantitative research team – Neil Constable

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 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.

Themes driving global markets in July 2025 – Denise Chisholm

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 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.

Summer ready: Tax and estate planning strategies for cottages – Jacqueline Power, Giselle de Sousa and Paul W. Taylor

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 these questions and more. We’ll also be joined by Paul W. Taylor,  Partner at Borden Ladner Gervais, who specializes in estate and trust administration, including planning for individuals with high value and complex assets. This episode will also cover information about key roles like executors and beneficiaries and transferring or protecting assets for future generations. 
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.

Global markets in 2025: Economic trends, geopolitical concerns and stories making headlines – Tom Stevenson

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 Cheropita to provide his global market perspectives, reflecting on the first half of 2025, and what key storylines to watch in the rest of the year.
Recorded on July 2, 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.

An inside look at Canada's tech sector: AI, chips, robotics, and more – Joe Overdevest and Vishal Chopra

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 Overdevest, Portfolio Manager, and Vishal Chopra, Equity Research Associate.
Recorded on June 10, 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.

Ticker talk with EJB: Ep. 1 with Sébastien Faucher

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 Strategist. 
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.

ICYMI: June's top stories and highlights

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 hard-earned savings. Connects is live daily for advisors, and then available on replay for all as a video podcast.
Recorded on June 27, 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.

How a written financial plan now can pay off later – Michelle Munro and Jacqueline Power

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.
Recorded on June 13, 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.

Themes driving global markets in June 2025 – Denise Chisholm

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 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.