FidelityConnects
1,237 episodes - English - Latest episode: 1 day ago - ★★★★★ - 6 ratingsConnecting you to the world of investments to help you stay ahead. Expand your investing horizons with access to experts when you need them. Listen to FidelityConnects podcasts on the go, anytime, anywhere! Also, visit www.fidelity.ca to register for live interactive webcasts.
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Episodes
Jurrien Timmer's global macro view – May 13, 2024
May 22, 2024 11:00 - 28 minutes - 39.6 MBBetween PPI, CPI, and retail sales, a slew of US economic data was released last week, and equities have continued to push higher as investors awaited the reports. But will the equity gains continue? Joining the show today to provide some answers, share how the latest bond market action is affecting his outlook, and much more, is Fidelity Director of Global Macro Jurrien Timmer. Jurrien discusses the significance of this new inflation data, particularly the Consumer Price Index, and its impac...
A tactical approach to fixed income investing – Scott Mensi
May 21, 2024 11:00 - 31 minutes - 36.2 MBThis month marks the 10-year anniversary of Fidelity Tactical High Income Fund, which is regarded as a one-stop solution for your investment needs, its multi-asset construction is instrumental in navigating today’s market landscape. So, what is the strategy behind the fund? And how is the fund performing 10 years in? Institutional Portfolio Manager Scott Mensi works alongside portfolio manager Adam Kramer, and is today’s guest. Scott joins host Glen Davidson, and will dive into what’s drivin...
FidelityConnects x Invested In Wellness: 10-minute standing flow for balance and posture
May 18, 2024 11:00 - 10 minutes - 12.7 MBFor today’s episode we welcome back Jessie Sarafian, host of our Invested in Wellness podcast and live webcast series. We’re taking a break from our usual content today and encourage you to stand up and stretch with this 10-minute exercise. Join Jessie as she guides you through a series of movements standing up. We will focus on balance and posture ensuring we stand proud and tall as we go about our daily life. Perfect for all levels. For more from Jessie, make sure to subscribe to her podca...
Eye on Europe: Second-quarter investing opportunities – Matt Siddle
May 17, 2024 11:00 - 26 minutes - 36.8 MBToday on the show, we talk to Matt Siddle, portofilo manager and co-manager of the Fidelity Europe Fund. Matt discusses the recent activity in European markets and where he is seeing investing opportunities in this second quarter. Matt says even though the US market tends to look stronger than the European market, he argues Europe is more attractive on a valuation basis. He says by looking at PE as a measure, Europe has more value options with half of the market below 15 times earnings. US ...
Behind the numbers: Dave Way's curiosity and competitive spirit
May 16, 2024 11:00 - 13 minutes - 18.2 MBFor today’s podcast, we’re pleased to present another installment in our “Behind the Numbers” series, where Chris Pepper, VP, Corporate Affairs, sits down with Fidelity’s portfolio managers, analysts, subject-matter experts, and more, about what brought them into investing and what drives them every day. In this episode, Chris sits down with Dave Way, portfolio manager of Fidelity Long/Short Alternative Fund. We’ll hear about Dave’s career path and his interests outside of work. You can head...
Unpacking the Fed's May 2024 rate decision – Ilan Kolet
May 15, 2024 11:00 - 30 minutes - 42 MBToday on the show, institutional portfolio manager Ilan Kolet comments on the recent Federal Reserve announcement and what this means for markets and the positioning of the Fidelity’s Global Asset Allocation team. Ilan says what stood out to him in the Fed’s decision to hold rates is that there has been great progress made on inflation, but at the same time, in the last few months inflation has not been cooperative. There have been some lags in inflation indicators, but at this point it hasn...
What you need to know about capital gains – Peter Bowen
May 14, 2024 11:00 - 24 minutes - 33.8 MBToday on the show, Peter Bowen, VP of Tax and Retirement Research at Fidelity Canada, breaks down the capital gains changes from the recently released 2024 Federal budget. He explains what the tax changes could mean for your clients and potentially their investment and retirement plans. Peter reviews what changed, including how the capital gains inclusion rate increased from one half to two thirds. He says most individuals won’t be affected, but these tax changes could affect corporations an...
Harnessing disruption and innovation in 2024 – Mark Schmehl
May 13, 2024 11:00 - 29 minutes - 40.4 MBToday we welcome long-time Fidelity investor Mark Schmehl to the show. Mark talks about opportunities he’s seeing in technology and AI and what other disruptive trends he’s seeing in the market landscape right now. Mark says his focus is on AI solutions. He says AI solutions are changing the fundamental ways that companies do business. He adds that companies must spend, otherwise, they will be wiped out by competitors that make use of AI. He gives India as an example. On a recent trip there,...
Exploring the digital asset landscape – Chris Kuiper
May 12, 2024 11:00 - 32 minutes - 44.2 MBToday we welcome special guest Chris Kuiper on the show. Chris is Director of Research at Fidelity Digital Assets. He discusses many digital landscape topics and trends including Bitcoin’s recent halving and SEC’s approval on Bitcoin ETPs. Bitcoin’s recent halving event is a process where the new incoming supply of Bitcoin is halved. This process takes place every four years and essentially reduces the reward given to miners for securing the network. Historically, Bitcoin halving usually pre...
Jurrien Timmer's global macro view – May 6, 2024
May 11, 2024 11:00 - 30 minutes - 42.5 MBEquity gains at the beginning of last week were in thanks to last Friday's weaker-than-expected US jobs report. That, along with a slightly higher unemployment rate, is leading investors to price in two interest rate cuts by the end of 2024, with the hopes of a cut as early as september. So is the rate scare officially over? Joining the show today to share his thoughts on this and more is Fidelity Director of Global Macro Jurrien Timmer. Jurrien speaks to the importance of inflation improveme...
FOCUS 2024: The power and potential of contrarian investing – Hugo Lavallée
May 10, 2024 11:00 - 43 minutes - 59.9 MBOn April 18th and April 19th, Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. Today’s podcast features portfolio manager Hugo Lavallée. Hugo manages several portfolios including Canadian Opportunities Fund, as well as co-manages Global Equity Plus fund with Mark Schmehl and Dan Dupont. Hugo sits down with host Glen Davdison to talk about his investment style and what opportunities h...
Denise Chisholm's sector and factor perspectives – April 25, 2024
May 09, 2024 11:00 - 30 minutes - 42.4 MBToday on the show, we check in with Fidelity’s Director of Quantitative Market Strategy Denise Chisholm and get her thoughts on recent job growth numbers, the Federal reserve’s next possible move, and the impact of current geopolitical risks. Denise dissects recent positive job growth numbers and says if you step back and look at the overall picture, you will see that year-on-year payroll growth or even three to six months back, we are only in the second quartile and the correlation you see ...
FOCUS 2024: Turning volatility into opportunity – Dan Dupont
May 08, 2024 11:04 - 37 minutes - 42.4 MBOn April 18 and 19 Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. Today we’ll hear from portfolio manager Dan Dupont, as he sits down with host Agnes Doherty at FOCUS. Dan, a Fidelity veteran who joined Fidelity in 2001, manages or is underlying manager of several Fidelity funds for Canadian investors. This includes Fidelity Canadian Large Cap Fund, Global Value Long/Short, Northst...
A comprehensive look into the global markets with Tom Stevenson – April 24, 2024
May 07, 2024 11:00 - 30 minutes - 42.6 MBToday on the show, we take a look around the global markets as we check in with Fidelity International Investment Director Tom Stevenson. With the recent rally of the FTSE 100, UK’s leading stock market index, Tom breaks down what the upswing could mean for European markets and investors. He points out UK's market is currently attractively valued compared to the US, with a price-to-earnings ratio of about 12 compared to 20 in the US. Tom adds the decline in the pound's value benefits UK comp...
FOCUS 2024: Thinking big with small caps – Connor Gordon
May 06, 2024 11:00 - 36 minutes - 51.8 MBOn April 18th and April 19th, Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. Today’s podcast features portfolio manager Connor Gordon who co-manages Fidelity’s Global Small Cap Opportunities Fund with Chris Maludzinski. Connor sits down with host Pat Bolland to discuss the fund which launched in 2022. We’ll hear how the fund is managed, how it applies a “go anywhere” approach and s...
Fund Update: Fidelity Sustainable World ETF – Anna Lester and Mike Hagopian
May 05, 2024 11:00 - 29 minutes - 40.8 MBA green economy has become a priority for governments and companies around the world, and investors are listening. As people look for ways to be more sustainable in their everyday lives, sustainable investing is becoming an increasingly important factor to many. Joining the show today are Portfolio Manager Anna Lester and Institutional Portfolio Manager Mike Hagopian, for a look at their sustainable investing methodology, and for an update on the Fidelity Sustainable World ETF and mutual fund...
FOCUS 2024: Leveraging the full scope of research for Fidelity Canadian Long/Short Alternative Fund – Andrew Marchese and Reetu Kumra
May 04, 2024 11:00 - 42 minutes - 48.3 MBOn April 18th and April 19th, Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. For today’s podcast, we’re bringing you a discussion from this event, featuring portfolio manager and CIO Andrew Marchese and portfolio manager Reetu Kumra who both sat down with host Glen Davdison. Today we’ll hear how the fund is managed, how it complements other Fidelity alternative funds, and how it ha...
Jurrien Timmer's global macro view – April 29, 2024
May 03, 2024 11:00 - 28 minutes - 39.4 MBFidelity Director of Global Macro, Jurrien Timmer, is back on the show today to discuss various aspects of the current market landscape and keep you up to date with the economic factors at play. Jurrien and host Pamela Ritchie have a conversation about the importance of earnings and interest rates in shaping market dynamics, with Jurrien highlighting positive trends in earnings growth and potential headwinds from rising bond yields. He notes that despite recent geopolitical tensions, the mark...
FOCUS 2024: An alternative perspective – David Way
May 02, 2024 11:00 - 34 minutes - 39.4 MBOn April 18 and 19 Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. Portfolio manager David Way's session from FOCUS is today's podcast. Dave was originally hired in 2008 as a research analyst, then in 2020, now as a portfolio manager, his Fidelity Long/Short Alternative Fund was launched. Today Dave sits down with host Pat Bolland to explain how he is finding the winners and capital...
FOCUS 2024: Taking advantage of positive change – Mark Schmehl
May 01, 2024 11:00 - 54 minutes - 62.3 MBOn April 18 and 19 Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. Today’s Fidelity Connects podcast brings you portfolio manager Mark Schmehl’s session from the event. Mark, a Fidelity veteran, manages Fidelity Global Innovators Class, Special Situations Fund, Canadian Growth Company, among others. He sits down for a nearly 1-hour discussion with moderator Agnes Doherty to share hi...
FOCUS 2024: Q2 Global asset allocation outlook – David Wolf, David Tulk, Ilan Kolet
April 30, 2024 11:00 - 52 minutes - 60.1 MBOn April 18 and 19 Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. Today’s podcast is our Global Asset Allocation team’s session from the event, with host Pat Bolland sitting down with portfolio managers David Wolf, David Tulk, and institutional portfolio manager Ilan Kolet. The team currently manages over $84B on behalf of Canadian investors, and today they’ll share more about thei...
Analyst perspectives: Global energy markets – Lulu Xiong and Jin Hwang
April 29, 2024 11:00 - 29 minutes - 40 MBToday on the show, we welcome Equity Research Analysts Lulu Xiong and Jin Hwang. They provide a global tour of energy markets, including a discussion on tailwinds and headwinds for energy companies today. Jin claims that there is currently a substantial fear regarding OPEC due to a large amount “sitting on the sidelines”. Its producers may be inclined to increase production however due to the recent major increases in oil prices. Oil prices were fundamentally driven at the start of 2024, alt...
FOCUS 2024: Dividend investing and downside protection – Ramona Persaud
April 28, 2024 11:00 - 42 minutes - 48.6 MBOn April 18 and 19 Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity’s portfolio managers and subject matter experts. For today’s podcast, we’re bringing you a discussion from this event, featuring portfolio manager Ramona Persaud, sitting down with host Glen Davidson. Ramona manages several dividend strategies including Fidelity U.S. Dividend Fund, and Tactical High Income Fund, among others. Morningstar has described Ramona as quo...
The Fidelity ETF Exchange: Q1 2024 Canadian ETF Industry Recap with Vince Kraljevic
April 27, 2024 11:00 - 30 minutes - 43.1 MBIn this episode of the Fidelity ETF Exchange, host Étienne Joncas Bouchard welcomes Vince Kraljevic to the show. Vince is an ETF Strategist at Fidelity Canada, and in this episode Etienne and Vince break down all the notable trends in Q1 of 2024. Flows in the Canadian ETF industry continued their strong momentum in Q1, bringing in a total of $13.8B in assets. Some of the notable headlines include a roaring return for equities with inflows of $10.2B, but only $145M going towards Canadian equi...
Q2 2024 dividend investing outlook – Don Newman
April 26, 2024 11:00 - 31 minutes - 43 MBToday on the show, we welcome dividend investor Don Newman. Don gives an update on the dividend landscape noting that dividends are currently thriving in the economy and where he sees them heading in the next few months. Don notes stability in the economy has led to most companies being in good financial standing. Interest rates remain sticky plus the number of expected rate cuts have reduced leading to a more favourable market sentiment. Don suggests this has also led to a Goldilocks scenar...
Jurrien Timmer's global macro view – April 22, 2024
April 25, 2024 11:00 - 29 minutes - 40.2 MBJurrien Timmer, Fidelity's Director of Global Macro, is back on the show today to discuss the current state of the markets and the economic factors affecting them. Jurrien points out that while markets frequently experience drawdowns, it's important to see these movements in context. For example, the S&P 500's recent 6% drop follows a significant rally. He speaks to the role of rising interest rates and their impact on market dynamics, highlighting a shift in the stock-to-bond correlation fro...
Growth Opportunities: U.S. Equities in Focus – Kyle Weaver
April 24, 2024 11:00 - 27 minutes - 37.6 MBToday on the show, we welcome Portfolio Manager Kyle Weaver. He provides an update on where he is finding growth investment opportunities in U.S. equity markets. Kyle discusses the early recognition of AI potential and its diverse applications, including coding languages and its various generative capabilities. Kyle explains his strategy of balancing growth and value, stating that the best way to find value is through identifying growth stocks that are undervalued over time. The investment a...
ETF Investing Strategies for the Second Quarter – Étienne Joncas-Bouchard
April 23, 2024 11:00 - 29 minutes - 40.5 MBETF strategist Étienne Joncas-Bouchard joins the show today to discuss the latest trends in the ETF industry. Étienne notes Canada's innovation in ETFs, including offerings like crypto, and how his team stays ahead by reacting to market changes. He discusses factors like quality and momentum when it comes to navigating market cycles, alongside the role of All-In-One ETFs in providing diversified exposure. He also explains the inclusion of Bitcoin in ETF portfolios, highlighting that this is a...
Behind the numbers: How did small-cap portfolio manager Connor Gordon get into investing?
April 22, 2024 11:00 - 7 minutes - 9.96 MBOn today’s podcast, we’re bringing you another installment of our “Behind the Numbers” series, featuring portfolio manager Connor Gordon. In “Behind the Numbers”, Chris Pepper, VP, Corporate Affairs, speaks with Fidelity’s portfolio managers, analysts, subject matter experts, and more, about what brought them into investing and what drives them every day. Today Connor shares his story of what first got him interested in investing, which lead to 15 years now with Fidelity, including managing ...
Factors driving the bitcoin and digital currencies conversations – Andrew Clee
April 21, 2024 11:00 - 25 minutes - 35 MBOn today’s show we’re unpacking the various factors driving the bitcoin and digital currencies conversation. Sitting down with host Pamela Ritchie is Andrew Clee, VP Product, as he discusses recent trends in digital currencies, the different players in the market and regulatory changes that could have implications for the asset class, and what this could mean for investors. Looking at bitcoin specifically we’ve seen new highs this year, but historically volatility as well. From early adopter...
Under Construction: Building Resilient Client Portfolios – Paul Ma
April 20, 2024 11:00 - 23 minutes - 32.8 MBToday on the program, we welcome back Paul Ma, Vice president and lead portfolio strategist. He talks about where we are in the business cycle and what this means for portfolio construction. Paul comments on a running theme in the markets right now that he says is the “fear of missing out.” He believes investors will look back on the market last year where US equities were up 26 percent and not want to miss on that this year. He says inflows are now into equity. If investors have missed out...
Denise Chisholm's sector and factor perspectives – March 28, 2024
April 19, 2024 11:00 - 29 minutes - 40.2 MBToday on the show, we welcome Director of Quantitative Market Strategy Denise Chisholm. She brings her unique insights and perspectives on the sectors to watch in the global markets. Denise talks about the recent Baltimore Key Bridge Collapse may not be as significant as perceived in news headlines, despite the severity of the incident. For instance, while Baltimore has been a significant port for auto deliveries, most auto imports come from Mexico and Canada with available alternative ports...
What the 2024 federal budget means for Canadians – Peter Bowen, Andrew Clee, David Herle and Kory Teneycke
April 18, 2024 11:00 - 42 minutes - 59 MBToday we bring you a special extended episode of Fidelity Connects, focusing on the 2024 federal budget, released on April 16. We are featuring a panel of experts to break down the economic, tax, and political implications of the 2024 federal budget and what it all means for Canadians and their finances. Host Pamela Ritchie leads the discussion and is joined by Peter Bowen, Fidelity’s Tax and Retirement expert, fresh from the Ottawa budget lock-up. Andrew Clee, Fidelity VP Product, provides ...
Jurrien Timmer's global macro view – April 15, 2024
April 17, 2024 11:00 - 30 minutes - 41.9 MBWe’re joined again today by Director of Global Macro, Jurrien Timmer, for his global macro perspectives of the markets. He breaks down with the latest geopolitical tensions in the Middle East could mean on economies and why it’s important to have a investment plan and stick with it. Jurrien says consumer consumption remains strong even with geopolitical tensions rising. He says even though news headlines could make people nervous, he says in terms of your investments, you must remain unemoti...
Building blocks: Industrials and materials – Claire Fleming and Robert Reynolds
April 16, 2024 11:00 - 31 minutes - 43.5 MBToday on the show, we welcome equity research analysts Robert Reynolds and Claire Fleming. They break down what’s shaping the industrials and materials sectors, and what’s on their radar as we head into the second quarter. Robert and Claire provide an update on the copper supply story, explaining that there have been significant changes in the outlook since November of last year. Concerns were previously focused on how higher interest rates might impact demand in areas such as renewables and...
April 2024 Bank of Canada reaction – Don Drummond, Economist
April 15, 2024 11:00 - 29 minutes - 40.7 MBThe Bank of Canada held the key interest rate at 5% in the April 10th announcement. Inflation is slowing and Tiff Macklem, Governor of the BOC tipped that a June rate cut may be “within the realm of possibilities”. Joining host Pamela Ritchie for a special interview today to is Don Drummond, former TD Bank Chief Economist, who will breaks down what this latest Bank of Canada decision means for inflation, industry trends and financial markets. Recorded on April 11, 2024. At Fidelity, our...
Jurrien Timmer's global macro view - April 8, 2024
April 14, 2024 11:00 - 30 minutes - 42.4 MBToday on the show, we welcome back Director of Global Macro Jurrien Timmer for his weekly market perspectives. He discusses market trends, bond performance, and investment strategies. Timmer notes that the market has been driven by liquidity, with the Fed’s balance sheet and Treasury cash balances affecting the repo market and causing knock-on effects for the stock market. He discusses the shift in power from monetary dominance to fiscal dominance, with bonds experiencing a regime change. T...
Jurrien Timmer's global macro view – April 8, 2024
April 14, 2024 11:00 - 30 minutes - 42.4 MBToday on the show, we welcome back Director of Global Macro Jurrien Timmer for his weekly market perspectives. He discusses market trends, bond performance, and investment strategies. Timmer notes that the market has been driven by liquidity, with the Fed’s balance sheet and Treasury cash balances affecting the repo market and causing knock-on effects for the stock market. He discusses the shift in power from monetary dominance to fiscal dominance, with bonds experiencing a regime change. T...
U.S. Federal Reserve and spring 2024 market impact – David Tulk
April 13, 2024 11:00 - 31 minutes - 42.6 MBIn March the U.S. Federal Reserve held rates steady and Fed Chair Powell commented that the Fed could reduce rates despite strong job numbers. All of these coulds and mights were all still in the narrative, and with markets generally rising and rates remaining pretty steady for longer than some thought, how do some of these changing market conditions and narratives impact asset allocation decision making? We’re joined today by portfolio manager David Tulk of Fidelity’s global asset allocatio...
Denise Chisholm's sector and factor perspectives –March 14th, 2024
April 12, 2024 11:00 - 28 minutes - 39.6 MBToday on the show, we welcome Director of Quantitative Market Strategy, Denise Chisholm with her monthly sector watch commentary. In this episode, Denise discusses this year’s presidential election and its impact on the economy, inflation and potential federal rate cuts, what sectors are on her radar. Denise says volatility in inflation is expected to continue, but, despite recent fluctuations, overall inflation growth remains modest and is not expected to significantly impact market returns...
Denise Chisholm's sector and factor perspectives – March 14, 2024
April 12, 2024 11:00 - 28 minutes - 39.6 MBToday on the show, we welcome Denise Chisholm, Director of Quantitative Market Strategy, with her monthly sector watch commentary. In this episode, Denise discusses this year’s presidential election and its impact on the economy, inflation and potential federal rate cuts, what sectors are on her radar. Denise says volatility in inflation is expected to continue, but, despite recent fluctuations, overall inflation growth remains modest and is not expected to significantly impact market return...
Fidelity True North® Fund with Maxime Lemieux
April 11, 2024 11:00 - 27 minutes - 37.5 MBToday on the show, we welcome Portfolio Manager Maxime Lemieux. He discusses the Canadian equity markets and provides an update on Fidelity True North® Fund. Max goes over the impact of the COVID-19 pandemic and geopolitical disagreements, as well as the recovery process for the market. There have notably been tensions regarding Eastern Europe and the Middle East over shipping lanes and retailers in North America, and disruptions within those lanes have driven up costs for some goods. The re...
Generating alpha with liquid alternatives - David Way
April 10, 2024 11:00 - 30 minutes - 41.6 MBHello and welcome to Fidelity Connects – a Fidelity Investments Canada podcast – connecting you to the world of investing and helping you stay ahead. Today on the show, we welcome Portfolio Manager David Way. He outlines the portfolio benefits of liquid alternatives and Fidelity Long/Short Alternative Fund. Dave explains that this fund acts as a source of daily liquidity for investors to access investments beyond fixed income and equity. He believes that it can be a core holding for equity e...
Generating alpha with liquid alternatives – David Way
April 10, 2024 11:00 - 30 minutes - 41.6 MBHello and welcome to Fidelity Connects – a Fidelity Investments Canada podcast – connecting you to the world of investing and helping you stay ahead. Today on the show, we welcome Portfolio Manager David Way. He outlines the portfolio benefits of liquid alternatives and Fidelity Long/Short Alternative Fund. Dave explains that this fund acts as a source of daily liquidity for investors to access investments beyond fixed income and equity. He believes that it can be a core holding for equity e...
The Fed decision: A look ahead with Jeff Moore
April 09, 2024 11:00 - 27 minutes - 37.5 MBToday on the show, we welcome Portfolio Manager Jeff Moore. He brings his unique perspectives on what the market is expecting, scenarios you may want to plan for, and how he is positioning multi-sector fixed income portfolios for your clients. Jeff explains that the Federal Reserve's emphasis on "nowcasting" instead of forecasting suggests their confidence regarding current trends and perceived inflation control. Short term market reactions may be influenced by the Fed's projections, althoug...
Jurrien Timmer's global macro view - April 1, 2024
April 08, 2024 11:00 - 30 minutes - 42.5 MBJoining us on the program for his weekly look at the markets is Director of Global Macro Jurrien Timmer. Today Jurrien discusses inflation rates, a bullish outlook on the market, and Fed rate cuts. Jurrien says the stickiness of inflation continues. Hoping the rate would go down to 2% but 3 is now the new 2. What this in turn means is that the Fed could still cut rates, but it will probably cut less this year. Jurrien says the Fed could cut rates in June, but with the election season close ...
Jurrien Timmer's global macro view – April 1, 2024
April 08, 2024 11:00 - 30 minutes - 42.5 MBJoining us on the program for his weekly look at the markets is Director of Global Macro Jurrien Timmer. Today Jurrien discusses inflation rates, a bullish outlook on the market, and Fed rate cuts. Jurrien says the stickiness of inflation continues. Hoping the rate would go down to 2% but 3 is now the new 2. What this in turn means is that the Fed could still cut rates, but it will probably cut less this year. Jurrien says the Fed could cut rates in June, but with the election season close ...
Investing in U.S. equities - Stephen DuFour
April 07, 2024 11:00 - 28 minutes - 38.8 MBToday on the show, we welcome Portfolio Manager Steve DuFour. He gives us a look at the US equities on his radar, and how he determines which companies to invest in. Steve describes how the market is currently presenting several investable themes, which signals a favourable time for investors to explore those potential opportunities. Steve says artificial intelligence and the transition to electric vehicles are gaining prominence. The reshoring trend is being observed across multiple industr...
Investing in U.S. equities – Stephen DuFour
April 07, 2024 11:00 - 28 minutes - 38.8 MBToday on the show, we welcome Portfolio Manager Steve DuFour. He gives us a look at the US equities on his radar, and how he determines which companies to invest in. Steve describes how the market is currently presenting several investable themes, which signals a favourable time for investors to explore those potential opportunities. Steve says artificial intelligence and the transition to electric vehicles are gaining prominence. The reshoring trend is being observed across multiple industr...
Factor investing: What's trending and why – Bobby Barnes
April 06, 2024 11:00 - 27 minutes - 37.9 MBJoining us on the program today is Head of Quantitative Index Solutions, Bobby Barnes. Bobby discusses factors shaping today’s markets, AI, rate cuts, and much more. Bobby explains how there is a broadening of the stock market. Market is top-heavy with large stocks, leading to underperformance for most stocks. He adds it’s important to have active management and concentrate on stock picking. For him, he believes the focus should be on the twelve to eighteen-month horizon. Bobby also touches ...