Analyst perspectives: Third-quarter earnings wrap-up – Claire Fleming and Jin Hwang

Fidelity equity research analysts Jin Hwang and Claire Fleming join host Pamela Ritchie on the show today for an in-depth discussion on the materials and energy sectors. They discuss the impact of lower interest rates on their sectors, sharing which industries are seeing the biggest changes in outlook and valuation. Jin and Claire address the state of the Canadian oil and gas industry, the uranium industry, copper, agriculture, and many more. They also give us an overview of the way permitting and regulatory issues are affecting the materials and energy sectors. Take a listen.

 

Recorded on November 21st, 2024.

 

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