March 2023 marks one year since the Bank of Canada raised its key benchmark interest rate for the first time since 2018. The U.S. Federal Reserve followed suit shortly after. Now, one year later, juxtaposing messages from the BOC and the Fed have investors closely monitoring what a potential pause, and raise, could do to the markets. Portfolio manager Joe Overdevest joins host Bryan Borzykowski today to share his outlook on Canadian and global markets, and the sectors he is most excited about. So, are rising rates still the biggest overhang on the markets? How might lower inflation expectations play out in 2023? And are there any new trends that could shape investment opportunities? Bryan and Joe unpack all of this and more today.
Recorded on March 1, 2023.
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