Portfolio Manager Ramona Persaud joins us today to discuss her current investment strategies, how valuation is currently being dispersed, and how international markets are performing. Ramona talks about the current performance of value and dispersion outside the US, particularly in continental Europe, the UK, and parts of Asia – and touches on the potential in more cyclical sectors such as tech. She highlights how there is increased value dispersion and alpha signal abroad. She explores how the Europe’s concerns regarding sustainable growth have shifted focus from the energy sector to one of defense and notes how her team in Europe is always swiftly adapting to these changes.  Despite market uncertainties, Ramona emphasizes how she continues to find compelling valuations in mid to large-cap sectors, and also talks about the importance of finding dispersion opportunities abroad.   Recorded on June 18th, 2024.   At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.