FidelityConnects

Denise Chisholm’s sector and factor perspectives - February 3, 2022


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We’re joined today by Denise Chisholm, Director of Quantitative Market Strategy, for another instalment of her sector watch, where she will take us through the factors and sectors to pay attention to. Central banks continue to grapple with rapidly rising inflation not seen in decades, and we’ve seen a rotation into value this year, so there is a lot to unpack. In addition to market leadership, sectors, and factors, Denise and host Pamela Ritchie also discuss market psychology, how crypto and digital assets fit into the discussion, and dividends and buybacks. Denise notes that when you look at the relative valuation of dividend yielding stocks, they are the cheapest they've ever been.

Recorded on February 3, 2022.

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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

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