There is a lot happening in the world, and a lot of news to digest. Today we welcome back Tom Stevenson, Investment Director at Fidelity International, who will provide his views on the global markets, including insights on macro trends and areas of opportunity across the different sectors. Tom is based out of London, and will help us look beyond the headlines today - focusing on inflation, central bank response, earnings season and valuations, COVID reopenings, and more, with host Pamela Ritchie. Also today, Tom looks at energy and geopolitics, trends in ESG investing, and why some are now considering investing in China to be a contrarian opportunity.

Recorded on January 19, 2022.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_fidelityconnects_stevenson_19jan.pdf

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