2021 - We Are in the Home Stretch

With just over two months left in 2021, equity markets in both Canada and the US have managed to exhibit positive returns—despite continued fears and rhetoric regarding inflation, rising interest rates, and supply chain disruptions, to name a few. In this podcast we discuss our views on stock market performance during rising interest rates environments, energy sector dynamics, and growth versus value positioning. In addition, we highlight our favorite ideas and themes on a sector-by-sector basis in both Canada and the US.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/A6564C65-EAAB-4609-A86B-16386B4E2435.PDF

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