John Roth, Portfolio Manager of Fidelity U.S. All Cap Fund, discusses the latest on U.S. equities and where they may be going against the backdrop of rising inflation. Fidelity U.S. All Cap Fund boasts the flexibility to invest in the best companies regardless of sector, style and market capitalization. With host Pamela Ritchie, John reflects on market performance of the past and looks at what it means for the future, and how he’s positioned his fund accordingly. John expands on what parts of the market he is currently excited about, including sharing some thoughts on EVs and the auto industry, as well as energy.

Recorded on January 20, 2022.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_fidelityconnects_roth_20jan.pdf

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