Business
Between surging inflation, rising interest rates, and the return of volatility, investors are wondering where there may be opportunities in the current market environment. Portfolio manager of U.S. Focused Stock Fund, Steve DuFour, shares his outlook ahead for U.S. equities in 2022, and discuss what sectors and themes may offer positive long-term growth opportunities. Steve also explains his meticulous approach for finding companies to include in his concentrated fund, reflects on the market activity we’ve seen so far in 2022, and discusses the metaverse, transportation, and health care, among other topics. Recorded on February 2, 2022. Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_fidelityconnects_dufour_02feb.pdf 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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.