Portfolio manager Patrice Quirion joins us today to share his outlook on global equities for the year 2022. Patrice manages Fidelity Global Concentrated Equity Fund, Fidelity Global Equity Private Pool, Fidelity International Concentrated Equity Fund, and Fidelity International Equity Private Pool. With 2021 coming to an end the market is expected to regain its foothold and economic growth is anticipated as the world moves past COVID slowdowns. With the expected economic growth, there are potential inflation consequences and rising interest rates which may result in some form of volatility in the market. Patrice discusses his positioning, and thoughts on interest rate increases, as well as how he will mitigate the risk placed on valuations. Patrice further discusses his outlook on future opportunities as the markets shift and shares that economic recovery may be a powerful earnings driver on the market. Global markets in Europe, the United Kingdom, China, India, Southeast Asia, and Russia are discussed, and Patrice shares his outlook on potential future positioning in these markets.

Recorded on November 23, 2021.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_quirion_23nov.pdf