Global equities: trends, opportunities and outlook – Patrice Quirion

Is the AI-driven U.S. market rally overdone - or is it just getting started? And is this concentrated performance - driven by a handful of stocks - truly sustainable? For investors seeking broader economic representation and diversification, the rest of the world may offer compelling opportunities. Joining today's episode to share his perspective on the less crowded, lower-expectation markets of Europe and China is Portfolio Manager Patrice Quirion. Patrice manages several Fidelity funds including the Fidelity International Concentrated Fund and the Fidelity Global Fund. We’ll also explore the wild card: what happens if peace returns to Ukraine - especially with the high-stakes Trump-Putin summit set for this Friday. Plus, how tariffs, inflation, and the U.S. dollar are shaping global investment strategies. Recorded on August 12, 2025. 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 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.