On June 13th, Fidelity Investments Canada hosted FOCUS2023 Toronto, a daylong live event for advisors, featuring insightful insights from Fidelity’s portfolio managers and experts. Today’s podcast features portfolio manager Darren Lekkerkerker’s session from the event, sitting down with host Kathryn Black, Director, Sales Enablement. Darren sheds some light on North American equities today, including his outlook for both countries, and what the optimal balance may be for someone’s portfolio. For Canadian investors, Darren manages Fidelity North American Equity Class, co-manages Fidelity Global Natural Resources Fund alongside Joe Overdevest, and is also the equities subportfolio manager on Fidelity Canadian Balanced Fund, among others. Darren also shares his thoughts on the current macro environment, and notes how uncertainty and volatility can lead to opportunities.

Recorded June 13, 2023.

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