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In this episode, we speak to Director of quantitative market strategy Denise Chisholm as she provides her insights on what sectors to keep an on eye on plus what recent data point are telling us about the current market environment. Denise believes we have experienced what she calls a very...
Published 06/22/24
North American equity markets opened mixed this week, and U.S. treasury yields ticked  higher. Over the weekend, the Minneapolis Fed President teased that the central bank may not cut rates until December. To unpack this, joining the show today to share his latest market thesis is Fidelity...
Published 06/21/24
In this episode, we speak to portfolio manager Darren Lekkerkerker to get an update on the North American Equity Plus Fund, his thoughts on the current market environment, and what industries are market drivers in his mind. Darren says the economy continues to be resilient even though rates have...
Published 06/20/24