FidelityConnects

Long/short investing strategies in the second quarter of 2025 – Dave Way


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U.S. treasury yields are on the rise. Members of the House have approved a new bill with a staggering $4 trillion dollar price tag, pushing yields to levels not seen since 2023. With current yields suggesting caution while equity markets remain buoyant, our next guest says this disconnect could challenge the traditional 60/40 portfolio. Could this be a tailwind for long/short strategies. Joining host Pamela Ritchie to unpack the portfolio benefits of liquid alternatives and provide you with an update on Fidelity Long/Short Alternative Fund is portfolio manager, David Way.

Recorded on May 22, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

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