Posted in: Episodes

Dan Dupont: "Credit is like oxygen. You don't think about until it's gone."

Dan Dupont talks shares his thoughts on why its time to think defensively as an investor.

Dan Dupont is a portfolio manager at Fidelity Investments Canada.

He manages Fidelity Canadian Large Cap Fund and co-manages Fidelity NorthStar Fund with legendary manager Joel Tilinghast. They are respectively rated 5 and 4 stars by Morningstar.

He is also sub-portfolio manager of Fidelity Monthly income, Fidelity Income Allocation Fund, and Fidelity North Star Balanced Fund.

Posted in: Episodes

Former Dictatorships are Fertile Ground for Today's Investors

Adam Kutas, Portfolio Manager, Fidelity Frontier Emerging Markets Fund reminds us that Korea and Brazil were once dictatorships that have flourished with liiberalzation, and that the opportunity on a grand scale exists today for emerging markets that are undergoing widespread economic reforms and structural change.

Posted in: Episodes

What are the 'Four Neighbours?'

Adam Kutas, Portfolio Manager, Fidelity Frontier Emerging Markets, continues his discussion on the Insight is Capital podcast about the ‘Four Neighbours,’ whose companies are flourishing into their neighbouring economies and markets and ‘gentrifyting’ the frontier emerging markets with structural growth opportunities.

Posted in: Episodes

Risk Management: Are you long-only in this market?

Som Seif, founder and CEO, Purpose Investments joins us to discuss risk management, and stresses that in a market environment like the one we’re currently in, with markets at all time highs, valuations at historic highs, historically low volatility, and a climate of accomodative monetary policy, and risk-complacency, investors need to do far more than rebalance.