FidelityConnects

Denise Chisholm’s sector and factor perspectives – March 14, 2023


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The fallout from Silicon Valley Bank continues to send shockwaves through the markets. The U.S. banking sector has been hit the hardest, and as we continue to assess and digest the news, we ask what lessons can be learned from the collapse of SVB. Joining us today is Fidelity Director of Quantitative Market Strategy, Denise Chisholm. With host Pamela Ritchie, Denise looks at if the SVB situation means potential opportunities for active managers. And, how this could impact central banks and their path to fight inflation, or lead to more regulatory efforts to ensure financial stability. Denise looks at how the collapse could affect other sectors and explains the differences from the 2008 financial crisis. Denise unpacks this and more including focusing on global macro variables, and the key sectors and factors to keep an eye on currently, all from her quant perspective.
Recorded on March 14, 2023.
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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
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