As the economic cycle continues to shift from early cycle into mid cycle, investors look for market direction from the head of Quantitative Index Solutions, Bobby Barnes. According to Bobby, stocks such as retail and airlines are finally starting to rise, and as a result, we can see positive trends in the market. He notes, the main catalyst behind this positive movement is the reopening of economies and value investing. Bobby also emphasizes the impact of value and momentum investing as we enter a new economic cycle. Leveraging quality stocks would also be beneficial as we will continue to see periods of accelerated growth. Bobby also believes in the power of Just-In-Time, an innovative inventory solution to the rising supply and demand concern. Finally, Bobby comments on the rapid growth behind cryptocurrency, but notes because it is still new it can be hard to predict how companies will ensure consistent profitability.

Recorded on November 5, 2021.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_barnes_5nov.pdf