Andrew Marchese is today’s FidelityConnects podcast guest. Andrew is Fidelity Canada’s Chief Investment Officer and manages several funds including Canadian Systematic Equity, Canadian Disciplined Equity, and Canadian Core Equity for investors. Andrew talks to host Bryan Borzykowski about the latest factors weighing on the markets and how he’s navigating current investment hurdles. He says most of his portfolios look pretty much the same as they did twelve months ago, but he continues to look for companies that have healthy balance sheets. For him, it’s about picking your price and then patiently waiting. He also discusses inflation, real estate, and how the Fed could navigate markets from this point forward.
Recorded on April 5, 2023.
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