Investors remain a little on edge ahead of the second-quarter earnings season and the Fed’s handling of high inflation in the U.S. Some economists speculate a market slowdown, and we’ve seen volatile markets of late. So how can investors take advantage of this volatility? Dave Way, portfolio manager of Fidelity Long/Short Alternative Fund, joins us today to discuss his fund and the advantages of an alternative investment style, which may be effective for investors in this market environment. Today, among other topics, Dave and host Pamela Ritchie discuss the downward pressure on goods inflation and how we’re now contending with services inflation, how commodities are a very attractive asset class and tend to be the most resilient in delivering real returns to portfolios over time, and also how Dave finds his opportunities for shorting across three different categories – classic financial shorts, ESG detractors, and “hedge for long”.

Recorded on June 28, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_way_june28.pdf

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FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.