While many investors are concerned about rate hikes, our guest today believes it’s just as important to focus on the pull-back of quantitative easing. Joining us today to discuss what is on his radar in today’s market environment, including his outlook on inflation, is Institutional Portfolio Manager Naveed Rahman. For Canadian investors, Naveed works alongside Joel Tillinghast and the team behind Fidelity Global Intrinsic Value Class. Among other insights, we’ll hear from Naveed today on how he believes the trajectory of inflation is getting better, but transitioning from goods to services inflation. Also, how rising interest rates impact value stocks compared to growth, and where the team has trimmed and adjusted their portfolio of late.

Recorded on May 25, 2022.

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