Denise Chisholm, Director of Quantitative Market Strategy is back for another instalment of her sector watch. A reoccurring series sharing Denises’s perspectives on sectors and factors making headlines. Denise begins today’s show looking at energy. She notes energy impacts every consumer and every producer. Additionally, Denise believes we may have a long runway to higher crude oil prices rising before investors reach a tipping point reacting to these higher prices. Denise also looks at oil and gas, and possible global risks and supply shortages. Host Pamela Ritchie also asks Denise about technology and that sector goes in a rising rate environment. They also discuss financials and capital markets, gold, using disruption in a portfolio, and the ever popular topic of inflation.

Recorded on October 14, 2021.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_chisholm_oct14.pdf