Portfolio manager of Fidelity Long/Short Alternative Fund, David Way, joins the podcast today. There is a lot for portfolio managers to take in right now. Between the market moves and macro questions including interest rates and world events, there are a lot of factors to analyze, figure out what matters, and invest accordingly. To Dave’s advantage, running a liquid alts strategy allows him to own stocks he is both optimistic and pessimistic about. Today we’ll hear which opportunities Dave is excited about for the second half of 2023, and how liquid alternative strategies may fit into one’s overall investment portfolio. Dave also shares his outlook for Canadian equities with host Pamela Ritchie.


Recorded on June 27, 2023.


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