Episodes
Monday Jan 23, 2023
Denise Chisholm’s sector and factor perspectives – January 17, 2023
Monday Jan 23, 2023
Monday Jan 23, 2023
Director of Quantitative Market Strategy Denise Chisholm is back on the program sharing her insights and thoughts on what factors are driving the markets and what economic indicators she’s keeping an eye on. Denise says inflation will still be an important topic this year and adds that investors need to be open-minded and that maybe all bad news about inflation is more likely in the rearview for the markets rather than staring us in the face. Denise says she’s finding relative valuation as an important predictor of what works within equities and actually equities overall relative to bonds. She adds parts of the market are deeply overvalued like software and tech, but as an investor, you aggregate those things together with areas of the market that are deeply discounted. She lists the top three sectors as materials and consumer discretionary, financials, and industrials and the bottom three, is consumer staples and utilities, real estate, and tech.
Recorded on January 17, 2023.
Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-chisholm-jan17-22.pdf
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