Denise Chisholm's sector and factor perspectives – October 7, 2025

For the first time in over three years, median earnings growth in the US has turned positive. And today's guest says it’s finally looking like recovery just got a lot more durable. But are changes to tax policy hindering that path? And which sectors could be are poised for upside against this backdrop? Joining this episode to dissect her latest sector thesis is Fidelity Director of Quantitative Market Strategy, Denise Chisholm. Recorded on October 7, 2025. 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. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.