Director of Quantitative Market Strategy, Denise Chisholm, joins us again for her sector and factor watch. Today Denise looks at which sectors and factors may lead in the coming months, also reflecting on the current narratives in the market, including that the value factor of cheap stocks tend to be protective when the Fed is raising rate. Today Denise also looks at value in energy and financials, noting that energy and financials are the cheapest of the 11 sectors, ranked relative to the market and their history. Additionally, Denise believes inflation is going to be higher cycle to cycle mainly because of the wage dynamics that have been seen, which have taken hold and will be long lasting.

Recorded on January 21, 2022.

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