On today’s podcast we hear from Joe Overdevest, portfolio manager, on two different topics: the AI transition, and commodities. We’ll hear Joe’s thoughts on companies you might not recognize that may benefit from the AI transition. Additionally, Joe manages Fidelity Global Natural Resources Fund alongside Darren Lekkerkerker, and he ranks his current favourite commodities, and discusses the implications for their fund.

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For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.