Connecting you to the world of investments to help you stay ahead. Expand your investing horizons with access to experts when you need them. Listen to FidelityConnects podcasts on the go, anytime, anywhere! Also, visit www.fidelity.ca to register for live interactive webcasts.
Episodes
Wednesday Oct 16, 2024
Wednesday Oct 16, 2024
From corporate earnings, to the inflation story and the upcoming US Presidential election, there are many themes affecting the markets today. Scott Mensi, Institutional Portfolio Manager of Fidelity’s Tactical High Income fund discusses how the portfolio pivots in today’s current market environment. Scott says since the spring, the fund has adjusted and invested in non-US equities, REITS, high yields and convertible bonds. The fund typically holds 45 % in equities. He also highlights the fund’s ability to move between different asset classes based on market conditions aiming for better downside protection and rebound potential. Scott also talks about the fund’s evolution over its 10 years. He says the fund continues to be an income solution that can invest in equities, investment grade bonds, bank loans and preferred securities. He adds the fund provides full-circle returns and risk rewards as well.
Recorded on October 8, 2024.
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.