FidelityConnects

Beware of consensus when constructing a portfolio - Andrew Clee and Paul Ma

November 23, 2020

Our experts Andrew Clee, VP of ETFs, and Paul Ma, VP and Lead Portfolio Strategist, weigh in on the best way to use ETFs to diversify your portfolio in times of market volatility, and how investors can optimize growth. Andrew Clee notes that the past decade has been dominated by growth managers, which has a lot to do with interest rates and low yields. Since the election, many investors have been taking a contrarian view and buying value ETFs. When news came of a vaccine, small-cap and value names rebounded, because they could do better than the market originally expected if we can get back to normal sometime soon. 

Recorded on November 19, 2020.