Pierre welcomes back Ilan Kolet, Institutional Portfolio Manager at Fidelity Investments. This episode delves into Ilan's expert analysis on U.S. and Canadian economies amid ongoing global economic shifts. Discover insights on the Fed's unprecedented rate cuts, the productivity expansion in the U.S., challenges facing the Canadian economy, and Fidelity's tactical asset allocation positioning. Ilan also shares his experience and insight from the NABE conference and thoughts on the future of fiscal and monetary policy. Explore investment strategies and gain valuable perspectives on navigating today's markets.
00:00 Introduction and Disclaimer
00:20 Guest Introduction: Ilan Kolet
01:38 Market Overview: 2024 Insights
02:25 Fed's Decision and Implications
04:14 Productivity Expansion in the U.S.
09:05 Comparing U.S. and Canadian Economies
13:31 NABE Conference Highlights
22:47 Divergence in US and Canadian Monetary Policies
23:21 Strategic Use of the Canadian Dollar
24:58 Impact of Interest Rate Differentials
25:48 Canada's Economic Growth Drivers
29:11 Decoupling of the Canadian Dollar from Oil Prices
31:28 US Shale Revolution and Its Implications
32:31 China's Economic Influence on Canada
33:49 Tactical Asset Allocation Strategies
37:44 Impact of US Election on Economic Policies
40:57 Fixed Income and Commodities Exposure
45:28 Ongoing Research and Portfolio Adjustments
48:32 Conclusion and Final Thoughts
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