Jeremy Podger, portfolio manager of Fidelity Global Fund, discusses his portfolio positioning and shares his regional outlooks amidst an uneven global recovery. Jeremy breaks his holdings into three categories - change, value and franchise - with different criteria and time horizon expectations applied to each category. Jeremy shares where he is currently finding opportunities around the world, noting he has been adding more names based in India of late. Jeremy speaks about the distortion in labour markets in both the U.S. and Europe, looks at slowing growth in China, discusses the developed world recovering faster than emerging markets, and shares his thoughts on financials, consumer staples, and health care.

Recorded on September 14, 2021.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_podger_14sept.pdf