Business
Factors are in focus on today’s podcast, with our guest Bobby Barnes, Head of Quantitative Index Solutions at Fidelity. Bobby shares that with a potential economic slowdown in 2022, value does not have the same tailwind it traditionally would have in a rising rate environment. When it comes to growth, Bobby believes it’s very important in 2022 to bifurcate growth and look at quality growth and speculative growth separately. Bobby and host Pamela Ritchie also discuss the rebalance of momentum towards higher quality names, inflation, financials, and themes tied to energy including clean energy and government support. Recorded on January 28, 2022. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.