FidelityConnects

High quality, low vol, and other factors for the late cycle – Étienne Joncas-Bouchard


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It’s been a wild year for investors both in equities and fixed income. As we approach the end of the year, what factors should investors consider as we settle into a late cycle? What factors tend to outperform during this period? On today’s show, ETF strategist Étienne Joncas-Bouchard explains how he is attracted to high-quality and low volatility. With host Kathryn Black, Director of Sales Enablement, he shares his thoughts on a fixed income. In the coming year, he says to expect GICs to be a great short-term opportunity. Moreover, it might be helpful to look at more options as GICs have yet to outperform bonds the last two years in a row. Étienne also touches on the benefits of Fidelity All-in-One portfolios. While the fees are slightly higher, those higher fees allow Fidelity’s strategy to be vastly different from competitors, involving factor-based equities and active fixed income.
Recorded on October 28, 2022.
At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.
Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-joncas-bouchard-oct28.pdf
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FidelityConnectsBy Fidelity Canada

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