Between surging inflation, rising interest rates, and the return of volatility, investors are wondering where there may be opportunities in the current market environment. Portfolio manager of U.S. Focused Stock Fund, Steve DuFour, shares his outlook ahead for U.S. equities in 2022, and discuss what sectors and themes may offer positive long-term growth opportunities. Steve also explains his meticulous approach for finding companies to include in his concentrated fund, reflects on the market activity we’ve seen so far in 2022, and discusses the metaverse, transportation, and health care, among other topics.

Recorded on February 2, 2022.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_fidelityconnects_dufour_02feb.pdf

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