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Episodes
Thursday Oct 31, 2024
Thursday Oct 31, 2024
On Wednesday October 23, Fidelity Canada hosted VISION 2024 in Toronto, connecting our portfolio managers and experts with advisors. On today’s podcast we’ll hear from Fidelity Canada Chief Investment Officer Andrew Marchese, providing the live crowd with his perspectives and market outlook as we head towards the end of 2024. Andrew, who first joined Fidelity in 1998 is also portfolio manager of Fidelity Canadian Disciplined Equity Fund. A few key factors Andrew is watching to determine the current market condition is corporate profits, interest rates, liquidity, and valuations. Additionally, he notes the global economic cycle is still in late phase, with central banks adjusting policies to prevent recession. Please note, a few charts were displayed to the live audience.
Recorded on October 23, 2024.
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