Andrei Bruno, Director, ETF Capital Markets, joins us for a look at what may be on the horizon for capital markets in 2023. With host Pamela Ritchie today, Andrei reflects on this business cycle which has moved much faster than typical cycles. Andrei and Pamela also discuss what’s next from the U.S. Federal Reserve, the overall inflation story and if the traditional 60/40 portfolio is back. They’ll also look at earnings throughout 2023, Canadian real estate including if there is potential for higher mortgage defaults, Europe, ETF flows in 2022, and more. For more on the topic of 2022, ETF flows you can also listen to Andrei’s discussion with Etienne Joncas-Bouchard on our Fidelity ETF Exchange podcast that was released on January 2.
Recorded on January 4, 2023.
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