Host Pamela Ritchie joins Fidelity Director of Research Reetu Kumra, and equity research analysts Nic Bellemare and Connor MacGrath as they discuss how the research team operates and what sectors Nic and Connor cover. The research team is collaborative-based and is made up of nine analysts with each team member covering 25 stocks. Reetu credits the strength of the team to Fidelity’s global reach and deep knowledge of various sectors of the market. Among many topics, the team discusses the recent fallout of US regional banks including SVP and Signature Bank. Nic Bellemare who covers Canadian banks says although he stayed on-top of the banking news out of the US at that time, it did not have a significant impact on his sectors and research. He says Canadian banks work on different regulations than the US banks in terms of asset liability matches and diversified deposit bases. Connor MacGrath who covers insurance companies says he was following the US banking news closely too and at that time continued to focus on researching balance sheets and investment book exposure on insurance companies.

Recorded on April 14, 2023.

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