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.

Timestamped Highlights

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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