Insight is Capital™ Podcast

Stephen Lingard discusses, among other things, his strategic view that they continue to favour equities, because investors have had a long memory of the scars of 2008, and as a result this will most likely be the longest economic cycle on record. Stephen Lingard is senior multi-asset fund professional directly responsible for managing over C$10 billion in AUM across multiple strategies in Canada and offshore for Franklin Templeton Multi-Asset Solutions. He has a diverse skill set in research, strategy, asset allocation, portfolio construction and risk management as well as extensive experience with retail and institutional clients globally. He is also a regular contributor to financial media in Canada and Asia.

In this first part of our featured podcast series with Stephen Lingard, SVP and portfolio manager, Franklin Templeton Managed Solutions, we discuss the importance of anticipating change. "When volatility is at historical lows, perhaps you don’t need to attempt to see where the lightning bolt comes from," says Lingard. "In a world that feels complacent and desensitized to many of the risks that we remain conscious of, perhaps it is enough to simply anticipate a change and be prepared." Stephen Lingard is senior multi-asset fund professional directly responsible for managing over C$10 billion in AUM across multiple strategies in Canada and offshore for Franklin Templeton Multi-Asset Solutions. He has a diverse skill set in research, strategy, asset allocation, portfolio construction and risk management as well as extensive experience with retail and institutional clients globally. He is also a regular contributor to financial media in Canada and Asia.

Dan Dupont maintains that reducing risk by reducing exposure to over-valued stocks is the key to long term success as an investor. The cost of valuation risk is potentially far greater than the cost waiting for opportunities. 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.

Dan Dupont's passion for protecting his investors against downturns is worth more to him than the opportunity risk of the rising market. 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.

Dan Dupont talks about what the catalysts and conditions might be that will lead to a storm in the market, and that it's time for investors to 'bolt down the house.' 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.

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.

Dan Dupont recalls the important lessons of his childhood in rural Québec, and the key aspects of his investment strategy. 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.

Adam Kutas, Portfolio Manager, Fidelity Frontier Emerging Markets Fund, gets to the heart of the opportunity, providing an insightful and eloquent take on why investors need to consider the timing and the growth opportunity of Frontier Emerging Markets an opportunity that has been overshadowed by the last ten years bull market in US and Technology equities. Tune in.

Adam Kutas, Portfolio Manager, Fidelity Frontier Emerging Markets Fund, continues the discussion on Insight is Capital™ about the kinds of companies that he is investing in for their rapid structural growth charactertistics. He calls these very well run Frontier Emerging Markets' companies "structural share gainers."

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. These former dictatorships are now fertile ground for today's investors.