U.S. equity outlook and fund positioning - Steve MacMillan

October 21, 2020

Portfolio manager Steve MacMillan manages the Fidelity Small Cap America Fund, Fidelity American Equity Fund and co-manages Fidelity CanAm Opportunities Class with portfolio manager Mark Schmehl. In this podcast, Steve discusses the mid to long term arc of the US equity markets, particularly focusing in on the small cap space. Steve explains when small caps might see a comeback, which sectors he is finding attractive, and how fiscal stimulus and the US uncertainty has affected the small cap space. 

Recorded on October 7, 2020.