Fidelity ETF Strategist Étienne Joncas-Bouchard joins us on today's program to discuss what the future may hold for different ETF factors like growth, value, momentum, and others. Etienne discusses the rotation from growth to value, and looks at whether we are in early or mid-cycle. Etienne notes that one of the best ways to gauge when someone should be making moves to rotate is looking at the price to earnings premium and discount on a percentile basis relative to the benchmark. Etienne also discusses Fidelity's All-in-One ETFs, how they're positioned, and shares that the All-in-One ETFs that were launched in January are built to be diversified for all weather conditions. Etienne also discusses the multi-sector approach to mitigate some of the risks of extended higher inflation associated with the All-In-One ETFs.

Recorded on August 5, 2021.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript-podcast-bouchard-factors-in-focus.pdf