Fixed-income portfolio manager Sri Tella shares his perspectives on the Canadian economy, and unpacks the big inflation debate in the markets right now. For Canadian investors, Sri has portfolio manager or subportfolio manager responsibilities on 12 Fidelity Canada mutual funds, ETFs and private pools. Today, Sri looks at the upcoming Canadian federal election. Sri also comments on housing and Canada’s debt levels, among other topics. Sri explains how the bond markets may be affected by the Bank of Canada keeping it’s key interest rate target and the U.S. Federal Reserve planning to dial back it’s ultra-low rate policies.

Recorded on September 16, 2021.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_tella_16sept.pdf