With tariffs in focus, today's guest looks to history for market clues. She says that, according to history, “the more you see tariffs, the more you see a disinflationary trend." And she reveals three key lessons history can teach us. What are these lessons? And what are the top sectors in her playbook for the current market environment? Joining the show today to discuss her latest sector thesis is Fidelity Director of Quantitative Market Strategy, Denise Chisholm. 

Recorded on February 6, 2025.

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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.