About this episode

Lee Sotos discusses the health and key drivers of the U.S. financials sector.

Join Lee Sotos, Co-Portfolio Manager of the Fidelity Global Financial Services Fund and Senior Analyst, as he examines the health and key drivers of the U.S. financials sector. Recorded on July 10, 2026. 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 a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2025 Environics’ Advisor Digital Experience Study. -- Analyse de la vigueur des produits financiers américains – Lee Sotos Joignez-vous à Lee Sotos, cogestionnaire de portefeuille du Fonds Fidelity Services financiers mondiaux et analyste principal, alors qu’il examinera la situation du secteur américain des produits financiers et les facteurs déterminants pour ce dernier. Pour une version avec des sous-titres français, veuillez consulter…

People in this episode

Guest: Lee Sotos

Topics covered

• U.S. financials
• financial health
• investment strategies
• Fidelity
• portfolio management

Keywords

• U.S. financials
• financial services
• investment portfolios
• Fidelity
• portfolio management

Mentioned in this episode

Organizations: Fidelity Global Financial Services Fund, Fidelity, Fidelity Investments Canada

More episodes of FidelityConnects

• North American equities: What’s driving markets now – Darren Lekkerkerker · July 21, 2026 · 29 min
• Bank of Canada reaction with economist Don Drummond · July 20, 2026 · 32 min
• Denise Chisholm's sector and factor perspectives – July 9, 2026 · July 16, 2026 · 31 min
• Global and U.S. equities update: What’s ahead? – Chris Lee · July 15, 2026 · 32 min
• Jurrien Timmer's global macro view – July 13, 2026 · July 14, 2026 · 31 min
• Silicon Valley snapshots: AI and what’s next – Evan Zehnal, Vijay Saraswat, Matt Horne, and Aidan Brandt · July 13, 2026 · 35 min

Explore listener stats, chart rankings, contacts and more on the FidelityConnects podcast page.