Today we’ll hear from Ramona Persaud and Denise Chisholm. Ramona is a Portfolio Manager who manages several dividend strategies available to Canadian investors including Fidelity U.S. Dividend Fund. Ramona focuses on downside protection while still delivering strong risk-adjusted returns. Denise is the Director of Quantitative Market Strategy and is responsible for the research of Fidelity’s portfolio construction strategies. Throughout her over 20 year career in financial services, she’s mastered the use of data in uncovering investable insights as an analyst, portfolio manager, sector strategist and now as Director of Quantitative Market Strategy. Denise shares how her insights are used by the portfolio management team. Ramona and Denise join moderator Kelly Creelman, SVP Products and Marketing, to share how they think the markets are shaping up for 2023 and the key factors they’re keeping an eye on going forward. We’ll also hear Ramona and Denise’s thoughts on various sectors including energy, and their comments on various geographical areas including the U.S., and emerging markets.

Recorded on January 31, 2023.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.