Today we welcome portfolio manager Patrice Quirion. Patrice reflects on 2022 so far, noting that markets have been dealing with volatility because of uncertainty. He reminds investors at this time it’s wise to leave emotions aside and lengthen your time horizon. Additionally, because the markets have a tendency of over-react, those are the windows that create buying opportunities. For Canadian investors, Patrice manages Fidelity Global Concentrated Equity Fund, Fidelity International Concentrated Equity Fund, as well as private pools. Today Patrice speaks to how he builds his portfolios as a contrarian investor, and what geographical regions are of interest currently. Patrice also shares an outlook for U.S. markets and the U.S. dollar, and comments on energy and commodities, rising interest rates, the global consumer, and specific opportunities in China, among other topics.

Recorded on March 16, 2022.

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