Today we’re bringing you an engaging discussion featuring portfolio manager Ramona Persaud and director of quantitative market strategy Denise Chisholm, joining host Pat Bolland. This conversation was recorded during Fidelity Canada’s Focus 2022 event in Boston. Both Ramona and Denise should be familiar names to our podcast audience. Denise is responsible for researching Fidelity’s portfolio construction strategies, which then is a resource for Fidelity’s portfolio managers. Ramona manages several dividend-focused portfolios and maintains attention on downside protection and delivering strong risk-adjusted returns. We’ll hear their thoughts on the market environment and business cycle, as well as finding alpha from top-down to bottom-up. Also, some more information on how Denise’s use of historical probability provides insights to the portfolio managers on what may be coming ahead.

Recorded on July 15, 2022.

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