Today we welcome back Denise Chisholm, Director of Quantitative Market Strategy, who will be presenting another instalment of her sector watch – today with a focus on top sectors, trends and themes of 2021, and upcoming in 2022. In speaking with host Pamela Ritchie, Denise looks at the big inflation story and reflects on the recent announcements from the U.S. Federal Reserve, noting that when you provide consumers with income from government stimulus and wages, what you usually get are higher prices and those higher prices tend to be sticky. Denise studies historical patterns and historical probability to watch for future trends, and today she also dives into what might be ahead for markets and growth in 2022, as well as reflecting on the recent market volatility and spike in the VIX volatility index.

Recorded on December 2, 2021.