FidelityConnects

Denise Chisholm's sector and factor perspectives – June 26, 2025


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Is the price of oil adding to a stagflationary impulse that rests in markets right now? How are price swings of WTI and Brent crude leaching through to influence the economy’s medium-term direction? If oil prices zigzag higher on geopolitical news, can markets beat back the oil-induced recessions of yesteryear and have us land perhaps in stagflation-land? Which sectors of the equity market can power through, regardless? On today's show, to discuss departure points across the plains of economic history - and how you being better aware of them could help you in decision-making for clients - is Fidelity Director of Quantitative Market Strategy, Denise Chisholm. 

Recorded on June 26, 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.

 

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