Geopolitics and monetary policy aimed at combatting surging inflation has been dominating headlines of late – prompting investors to re-evaluate their positions amid increased volatility and changing market dynamics. Here at home, we wonder what the outlook is for various sectors like financials and energy. Joining us on today’s episode to help us avoid the clutter and keep us focused on what matters is Andrew Marchese, Fidelity Canada Chief Investment Officer and Portfolio Manager. As CIO, Andrew leads a team of portfolio managers, analysts, traders, and other investment professionals. And today with host Pamela Ritchie, Andrew shares his views on the markets - which includes noting that quantitative tightening and monetary policy will be major themes in 2022, and that as the economic cycle matures, high quality stocks, from a balance sheet and a business model perspective, tend to get rewarded.

Recorded on April 6, 2022.

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