Portfolio manager Mark Schmehl is today’s featured guest. For Canadian investors, Mark manages Fidelity Special Situations Fund, Canadian Growth Company, and Global Innovators. We caught up with Mark on September 13, a day when the U.S. CPI announcement caused volatility in the markets. Is the current market environment ripe for stock picking? Perhaps a time to opportunistically position one's portfolio for the eventual recovery? Mark shares his thoughts on these questions and provides his perspectives on this year's equity markets and the current positioning of his portfolios. Among other topics today, with host Pamela Ritchie, Mark comments on energy, financials, the state of innovation, when is or was the bottom of the market, and how he is shifting from defence to offence. Mark shares that now is the time for him to look for opportunities he wants to own for the next cycle.

Recorded on September 13, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-schmehl-sept-13-22.pdf

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