Fidelity Global Innovators® Class portfolio manager Mark Schmehl notes that the market is now broadening out with economies reopening and vaccine rollouts. There is a lot of money in consumer’s wallets and pent up demand. As the market shifts gears, Mark’s portfolios are also shifting gears and are looking very different than they did three and six months ago. Mark views innovation as change and looks for companies seeking to change the way they do business and adapt to changing environments. 

Mark Schmehl’s professional profile can be found at: https://www.fidelity.ca/fidca/en/products/pm/mschmehl

Length: 27:31 | Format: Audio MP3 | Lesson: FTR-L4-0321