Portfolio manager Mark Schmehl focuses on innovative and disruptive companies in today’s rapidly changing world. Mark joins us today to explore the market themes he is watching and comment on how he has adopted his portfolios for the current market environment, as well as prepping his portfolios for what’s to come in the rest of 2022. For Canadian investors, Mark manages Fidelity Special Situations Fund, Canadian Growth Company Fund, and Global Innovators Class. Today, Mark draws comparisons between the current market environment to both 2000 and 2007, and shares lessons learned from past times of volatility and experiencing this part of the market cycle. Among other topics, with host Pamela Ritchie, Mark touches on his barbell investment strategy, noting he is currently favouring resources – with defensive plays as well. This discussion was first presented as a webcast with Mark also fielding questions from the live audience.

Recorded on May 3, 2022.

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