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Denise Chisholm’s sector and factor perspectives – June 17, 2021

June 24, 2021

Commodities are a hot topic among many investors, and there are various ways to play them in the overall market. One way is to invest in the producers of these commodities. Sector Strategist, Denise Chisholm, shares with host, Pamela Ritchie, why gold producers may be an interesting choice to consider.  She also comments on inflation and interest rates. Historically, in the short term, inflation and interest rates have almost a zero-rolling correlation. Denise says rising interest rates will shift what leads in the market relative to other cycles. And history also tells us that we see a shift to commodity producers and value stocks overall, and gold miners now fit into both of those buckets. Additionally, Denise discusses how Bitcoin fits into the discussion of gold miners and the connection between inflation, reflation, and the growth story of the economy.
Recorded on June 17, 2021