Join Darren Lekkerkerker as he discusses his portfolio positioning entering into 2022 and where he is finding opportunities. Darren manages Fidelity North American Equity Class, and with host Pamela Ritchie, he’ll discuss striking a balance between U.S. and Canadian equities, for investors that are focusing on North America. Darren reflects on his personal investing style, current consumer sentiment, and shares his thoughts on industrials, supply chains, and transportation. He’ll also comment on exposure to commodities and combating inflation. In addition to managing Fidelity North American Equity Class, Darren also manages the equity subportfolio of Fidelity Canadian Balanced Fund, and co-manages Fidelity Global Natural Resources Fund alongside Joe Overdevest.

Recorded on January 12, 2022.

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