Episodes
Monday Feb 13, 2023
Navigating the future of global equities – Jeremy Podger
Monday Feb 13, 2023
Monday Feb 13, 2023
Portfolio Manager Jeremy Podger joins us on the program to discuss how to navigate the global marketplace. Jeremy manages the Fidelity Global Fund which aims to uncover potential investment opportunities among high-quality businesses, undervalued securities and companies undergoing positive change. So far this year, he sees a positive outlook for global markets. He notes in this fund, he has come back full-circle to being overweight in Europe and Japan. He’s throwing some caution into communication and tech, but he says positive things for healthcare and financials. China's reopening is good for the fund especially in the luxury goods sector. Jeremy also discusses European Central Banks, and how he’s looking at emerging markets.
Recorded on February 7, 2023.
Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconects-podger-feb7-23.pdf
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