FidelityConnects

• Analyst perspectives: Tariffs, earnings and trends in the Materials sector – Claire Fleming

  The U.S. tariffs on Canada and Mexico have sparked industry disruptions. Just yesterday, President Trump announced he will lower the threatened 25 per cent tariff rate on Canadian potash to 10 per cent, after facing backlash from American farmers. Beyond potash, other areas like lumber and metals producers are feeling the heat. How are tariffs and policy demand affecting the materials sector? And which companies are better positioned to weather these impacts?Joining the show today to break down what’s shaping the materials sectors for this quarter and beyond is Equity Research Analyst Claire Fleming. Recorded on March 7, 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.

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• Beyond tariffs: Where to find investment opportunities & avoid traps – David Tulk, Jin Hwang and Payton Liske

  With potential U.S. tariffs on Canada, and other news in the headlines, investing in the markets can feel scary. It doesn’t have to be. Tune in to listen to Fidelity’s experts managers on the latest in Canada-U.S. relations, their long-term perspectives on the markets and where they are finding investment opportunities to protect and grow people’s hard-earned savings. Additional insights from Andrew Marchese and Don Newman. This show was initially presented as a live webcast of The Upside, our investor webcast on March 6, 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.

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• Denise Chisholm's sector and factor perspectives – March 6, 2025

  It’s like the classic tale of “he said, she said”, but this time, it’s a battle between two different inflation indicators. The University of Michigan’s survey on long-term inflation expectations rose to the highest level in almost three decades. While their expectations have surged, market-based measures – such as TIPS breakevens - have been far more stable, showing a more modest rise over the last six months. So historically, which measure has been a better guide? Joining the show today to unpack all this and more, including the sectors she favours in today’s market uncertainty is Fidelity Director of Quantitative Market Strategy, Denise Chisholm. Recorded on March 6, 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.

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• In conversation with former Canadian Ambassador to U.S. – David MacNaughton

  President Donald Trump’s sweeping tariffs on Canada, Mexico, and China have world leaders and markets reacting sharply. Speaking from Parliament Hill last week, Prime Minister Trudeau says Canada will immediately begin implementing 25 per cent tariffs against 155 billion dollars’ worth of American Goods. Trudeau bluntly called Trump’s blanket tariffs “dumb”, and said Canadians “will not back down from a fight.” How will these tariffs impact Canadian industries and sectors? And how should Canadian officials approach negotiations and trade talks moving forward? To help us explore Canada’s next steps, former Canadian ambassador to the U.S. during the Obama and Trump administrations, David MacNaughton, joins the show today. Recorded on March 5, 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.

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• Tariff talk: Protecting capital and seizing opportunities – Andrew Marchese, Dave Way, David Tulk, Joe Overdevest and Patrice Quirion

  So what is a tariff? Tariffs are taxes imposed by a country on imports from another, a varying percentage of the value of that import. In the U.S. the tariffs are paid by the importer to the U.S. Treasury, collected by the Customs and Border Protection agents. As far back as November, then president-elect Trump hinted at the possibility of imposing tariffs and now in early March the tariffs have been implemented. Today we have comments from five Fidelity experts to unpack how they are staying informed and level-headed, while aiming to protect investors hard-earned savings. This was initially presented as an episode of The Upside, our investor webcast. Recorded on March 3 - 6, 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.

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