Denise Chisholm, Director of Quantitative Market Strategy, joins us again today to share her insights on the current market environment, and the sectors and factors making headlines. Specifically today, with host Pamela Ritchie, Denise reflects on the consumer, looking at consumer discretionary and staples. They also discuss utilities, financials, and health care. Denise notes health care can help play both offence and defence in a portfolio. Denise and Pamela discuss if inflation has peaked, the state of the traditional 60/40 portfolio and how the bond market looks right now.

Recorded on July 19, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-chisholm-july22.pdf

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