FidelityConnects

Striking a balance: U.S. and Canadian equities outlook - Darren Lekkerkerker

January 7, 2021

Darren Lekkerkerker, portfolio manager of Fidelity North American Equity Class, discusses his portfolio positioning entering into 2021, where he is finding opportunities and how he is balancing U.S. and Canadian equity markets. Darren focuses on businesses that have shareholder-oriented management, resulting in Fidelity North American Equity Class offering a concentrated portfolio of high-quality companies that Darren believes are trading at reasonable valuations. Currently, Darren is bullish on Canada and on commodities, and is optimistic on 2021 as we’re presented with low rates, fiscal stimulus, and the COVID-19 vaccine.

Recorded on January 5, 2021.