Étienne Joncas-Bouchard, ETF Strategist, is featured on this episode providing the key factors that are in focus, along with his outlook for 2022. Étienne discusses the CPI and provides his interpretation as to why the markets are still considered stable. The housing market was also discussed extensively where Étienne highlights potential concerns and upsides. Throughout the episode, Étienne provides his outlook on both the current and future market and suggests various factors that will be important to focus on for investing. Étienne highlights the business cycle and interest rate which will ultimately be vital for the overall success of the market. Étienne also provides his thoughts about the super-cycle on this episode. Additionally, Étienne discusses the importance of not being too growth-tilted, and unpacks the idea of speculation and how this type of behaviour impacts the market.

Recorded on December 10, 2021.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_fidelityconnects_bouchard_10dec.pdf