Andrew Marchese is today’s FidelityConnects podcast guest. Andrew is Chief Investment Officer and Portfolio Manager of Fidelity Canadian Disciplined Equity® Fun, as well as two private pools. On this episode, Andrew talks to host Bryan Borzykowski about how he sees the market shaping up as we settle into the last quarter of the year. He offers his thoughts on various Canadian sectors and key themes, and what a recessionary environment could look like in 2023. He also discusses inflation, real estate, and how the Fed and Bank of Canada could navigate markets from this point forward.

Recorded on November, 2. 2022.

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Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-marchese-nov2.pdf