Sector strategist, Denise Chisholm, joins us today to speak on the opportunities and risks in the market. The number of new jobs added was far below the expectations of the markets. Denise says job numbers, in general, are not her favourite measure as opposed to payroll numbers because they do not tell the whole story. Denise believes that high levels of volatility are expected to stick around for the short term. She explains technology stocks are beginning to underperform while cyclical sectors are starting to shine. She shares her thoughts on base materials like copper and whether markets outside of the U.S. are riper for value opportunities. Denise also notes that Energy, Industrials, Consumer Discretionary, Financials, and Technology sectors have positive risk-reward benefits from higher inflation.

Recorded on May 13, 2021.