Joe Overdevest, portfolio manager, joins us today to discuss the Canadian equity market across sectors, as well as provide an update on Fidelity Global Natural Resources Fund. Joe co-manages Global Natural Resources alongside Darren Lekkerkerker and is also subportfolio manager of Fidelity Canadian Asset Allocation Fund and Fidelity Inflation-Focused Fund. With host Pamela Ritchie today, Joe shares what he is seeing during this earnings season, which includes a look at the possible direction for valuations, as well as both oil and natural gas prices. Joe reiterates the Fidelity research process and how high-quality companies are identified and chosen for his funds. Joe also touts the benefits of compounding over time. Also today, among other topics, Joe reflects on inflation, energy, lithium, copper, and how nuclear factors into the overall energy discussion. He’ll also share what his top questions are for CEO’s in his upcoming trips to both Texas and Alberta.

Recorded on May 3, 2023.

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