Joining host Pamela Ritchie for a thorough discussion on the sectors and themes shaping 2022 and beyond is Denise Chisholm, Director of Quantitative Market Strategy, and Christopher Lee, Portfolio Manager. Denise explains why we have to understand what thematic investing is, to better understand the potential for disruption in the markets. Denise also shares what lessons have been learned from 2020, 2021, and throughout the past using historical probability. Chris introduces the new Fidelity Disruptors™ Class and Disruptive™ Automation Class, two global equity strategies which are designed to invest in innovative business models, emerging industries and technologies that the portfolio manager team believes have the potential to disrupt or displace incumbents over time. Chris also expands on the collaborative approach to idea generation for the funds. Denise and Chris also look at the theme of automation, how individual companies progress towards maintaining disruption is monitored and what are some of the quant determinants of a disruptive company.

Recorded on September 29, 2021.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_access2021_chisholm_lee.pdf