Fidelity ETF strategists Étienne Joncas-Bouchard and Himesh Patel share a discussion with host Pamela Ritchie on equity ETFs, the various factors at play and how Fidelity All-in-One ETFs are positioned. Himesh explains that we haven’t seen inflation over the last few decades, and he thinks it will be one of the biggest themes we’ll continue talking about for many years. Étienne reflects on factors that perform well during times of inflation. He also discusses the Fidelity All-in-One ETFs and how they are positioned, noting that all-in-one, multi-asset solutions have been very in demand this year with momentum starting to build from a flows standpoint last year. Étienne and Himesh promote that a diversified approach can help combat market volatility. This is also reinforced by looking at the market action over the last few weeks and the growth vs. value fight that’s been happening for a while. For more from Étienne and Himesh, you can listen to their podcast “The Fidelity ETF Exchange”, posted monthly on this FidelityConnects channel.

Recorded on October 1, 2021.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_bouchard_patel_1oct.pdf