We’re joined today by portfolio manager Darren Lekkerkerker for a focus on North American equities. Darren shares today he has a positive outlook for Canada and the U.S., but what is the right balance for investors wanting to focus on North America? For Canadian investors, Darren manages Fidelity North American Equity Class, co-manages Fidelity Global Natural Resources Fund alongside Joe Overdevest, and is also the equities sub-portfolio manager for Canadian Balanced Fund, among others. With host Pamela Ritchie, Darren shares his thoughts on the current macro environment and notes how uncertainty and volatility can lead to opportunities. He comments on the current positioning of his portfolio in the second quarter of 2022, including sharing thoughts on commodities, waste management companies, and railroads – companies that traditionally have performed well in inflationary environments. Darren also touches on his investment approach which focuses on quality companies that trade at reasonable valuations.Recorded on May 4, 2022.

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