Join Hugo Lavallée, Portfolio Manager of Fidelity Climate Leadership Fund™, Fidelity Greater Canada Fund and Fidelity Canadian Opportunities Fund, for a discussion of his contrarian investment strategy, the future of climate-focused thematic investing and his views on investing in Canada in 2022. As a contrarian investor, Hugo focuses on pushing through short term dislocation and looking at opportunities within companies over the next two to three years. Hugo also discusses how Europe is years ahead in getting closer to net zero carbon emissions and how North American countries can adopt their thinking to also reach a net zero goal. Hugo states he is not here to convince people on climate change but rather to show them how the world is changing, and investors should embrace change to protect themselves and their investments. With the energy transition, Hugo explains how oil and gas companies are pivoting their business model for carbon capture, the use of EVs and the impact of circular fashion on our climate.

Recorded on December 9, 2021.