FidelityConnects

Every stock has to underwrite to 15% a year, says Fidelity portfolio manager

13 calls: Why Canadian stocks are rising through a trade war, which AI losers he has been buying, and why he owns copper and gold rather than oil with…

18 hrs ago • The Scuttlebutt

Joe Overdevest: 85% of Canadian goods still enter the US tariff-free

10 insights: Why Canada is beating the S&P 500, the capital its banks have just been allowed to release, and the state whose pause on data centers he…

Sep 15 • The Scuttlebutt

Andrei Bruno: markets now price over 100% odds of a Fed hike by year-end

11 takeaways: why he calls value the trade to hide from AI risk, why he says credit investors are buying in at the top, and Canada's record $122B ETF…

Sep 10 • The Scuttlebutt

Tom Stevenson: why Bessent's Treasury moves read as weakness, why the bond market wins that fight, and what is powering Europe's 18-month…

The Fidelity investment director on US debt at $40 trillion, the Fed's silence before Jackson Hole, Andy Burnham's October budget problem, and why he is…

Aug 29 • The Scuttlebutt

Brendan Sims: the multi-alt that reads 70/30 but nets 25 to 27% in bonds, why advisors want far less rate sensitivity, and an alt lineup…

Fidelity's alt shelf has gone from three funds in 2020 to more than 10, his read on AI capital spending and index concentration, and how Brookfield runs…

Aug 29 • The Scuttlebutt

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