Today we’re joined by Director of Global Macro, Jurrien Timmer, as he discusses what’s currently moving the markets and what investors should keep an eye on. Jurrien says the main theme right now is the same theme we’ve seen in the last 6 months and that is the sentiment of “when is the other shoe going to drop?” Jurrien says people have been very scared about the inversion in the yield curve, all the negative banking headlines and this sense of caution that the Fed is going to break. Jurrien further suggests if the market is in limbo this year, it could lead to different opportunities. He also discusses the performance of small caps as of late and where he stands on the 60/40.Recorded on May 1, 2023.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.