{"id":1235,"date":"2025-02-05T17:59:00","date_gmt":"2025-02-05T17:59:00","guid":{"rendered":"http:\/\/ce283533-9a36-4230-88bb-b556ec2b787c"},"modified":"2025-06-01T18:47:55","modified_gmt":"2025-06-01T18:47:55","slug":"pressing-investment-questions-for-2025-with-ilan-kolet","status":"publish","type":"episode","link":"https:\/\/advisoranalyst.com\/podcast\/episode\/pressing-investment-questions-for-2025-with-ilan-kolet\/","title":{"rendered":"Pressing Investment Questions for 2025 with Ilan Kolet"},"content":{"rendered":"<p>Market uncertainty, rate cuts, U.S. exceptionalism, and a potential Canadian dollar shock\u2014are we prepared for 2025? In this must-watch episode, Pierre Daillie sits down with Ilan Kolet, Institutional Portfolio Manager at Fidelity\u2019s Global Asset Allocation Team, to dissect the most pressing questions investors and advisors are facing right now.<\/p>\n<ul>\n<li>What happens if a 25% tariff is imposed on Canadian exports?<\/li>\n<li>Is the Canadian dollar heading for a collapse?<\/li>\n<\/ul>\n<ul>\n<li>Why are U.S. equities still the best game in town?<\/li>\n<\/ul>\n<ul>\n<li>Have investors misunderstood the bond market?<\/li>\n<\/ul>\n<ul>\n<li>Should portfolios brace for a new investment paradigm?<\/li>\n<\/ul>\n<h4><strong>&#8220;A 25% tariff on Canadian exports could trigger as much as a 6% GDP shock, a 3% surge in inflation, and send the Canadian dollar plummeting to 52 cents.&#8221; \u2014 Ilan Kolet<\/strong><\/h4>\n<h3><strong>Episode Highlights &amp; Timestamps<\/strong><\/h3>\n<p>00:00:00<strong> Intro &amp; Welcome<\/strong> \u2013 Kicking off 2025 with uncertainty<\/p>\n<p>00:02:00 <strong>A Market on Fire <\/strong>\u2013 Why a balanced portfolio returned 20% in 2024<\/p>\n<p>00:03:00 <strong>The Elephant in the Room:<\/strong> Political Instability &amp; Tariffs<\/p>\n<p>00:07:00 <strong>Canada\u2019s Hidden Economic Weakness<\/strong> &amp; The BoC&#8217;s Dire Post-Tariff Simulation<\/p>\n<p>00:13:00 <strong>Inflation or Deflation?<\/strong> What a Shock Would Mean for Investors<\/p>\n<p>00:18:00 <strong>Are Investors Front-Running Inflation?<\/strong><\/p>\n<p>00:22:00 <strong>Positioning for Uncertainty:<\/strong> How to Build Resilience into Portfolios<\/p>\n<p>00:27:00 <strong>The Bond Market Paradox:<\/strong> Higher for Longer?<\/p>\n<p>00:30:00 <strong>Why U.S. Equities Are Still the Best Bet in 2025<\/strong><\/p>\n<p>00:36:00 <strong>Rate Cuts:<\/strong> Canada Has to Cut, The Fed Wants to Cut<\/p>\n<p>00:42:00 <strong>Will the Canadian Dollar Go On Sale?<\/strong><\/p>\n<p>00:49:00 <strong>The Rise of Alternatives<\/strong> &amp; Why They\u2019re Critical in This Market<\/p>\n<p>00:54:00 <strong>The \u2018Magic\u2019 of Portfolio Construction<\/strong> in Volatile Markets<\/p>\n<p>00:55:00 <strong>Closing Thoughts<\/strong> \u2013 An Elegant Solution for Complex Markets<\/p>\n<p>*****<\/p>\n<p>Get Fidelity&#8217;s latest whitepaper: <a href=\"https:\/\/www.fidelity.ca\/en\/insights\/market-updates\/assetallocationquarterly\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>11 Questions into 2025<\/strong><\/a><\/p>\n<p><strong>*****<\/strong><\/p>\n<p>Listen to the full episode and get ahead of 2025\u2019s biggest investment challenges!<\/p>\n<p>#Markets #Investing #Finance #Economy #InterestRates #PortfolioManagement #WealthManagement #Stocks #Bonds #Canada #USMarkets #Alternatives #Fidelity #Tariffs #MacroEconomics<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Market uncertainty, rate cuts, U.S. exceptionalism, and a potential Canadian dollar shock\u2014are we prepared for 2025? In this must-watch episode, Pierre Daillie sits down with Ilan Kolet, Institutional Portfolio Manager at Fidelity\u2019s Global Asset Allocation Team, to dissect the most pressing questions investors and advisors are facing right now.<\/p>\n<li>What happens if a 25% tariff is imposed on Canadian exports?<\/li>\n<ul>\n<li>Is the Canadian dollar heading for a collapse?<\/li>\n<\/ul>\n<ul>\n<li>Why are U.S. equities still the best game in town?<\/li>\n<\/ul>\n<ul>\n<li>Have investors misunderstood the bond market?<\/li>\n<\/ul>\n<ul>\n<li>Should portfolios brace for a new investment paradigm?<\/li>\n<\/ul>\n<h1><strong>&#8220;A 25% tariff on Canadian exports could trigger as much as a 6% GDP shock, a 3% surge in inflation, and send the Canadian dollar plummeting to 52 cents.&#8221; \u2014 Ilan Kolet<\/strong><\/h1>\n<h1><strong>Episode Highlights &amp; Timestamps<\/strong><\/h1>\n<p>00:00:00<strong> Intro &amp; Welcome<\/strong> \u2013 Kicking off 2025 with uncertainty<\/p>\n<p>00:02:00 <strong>A Market on Fire <\/strong>\u2013 Why a balanced portfolio returned 20% in 2024<\/p>\n<p>00:03:00 <strong>The Elephant in the Room:<\/strong> Political Instability &amp; Tariffs<\/p>\n<p>00:07:00 <strong>Canada\u2019s Hidden Economic Weakness<\/strong> &amp; The BoC&#8217;s Dire Post-Tariff Simulation<\/p>\n<p>00:13:00 <strong>Inflation or Deflation?<\/strong> What a Shock Would Mean for Investors<\/p>\n<p>00:18:00 <strong>Are Investors Front-Running Inflation?<\/strong><\/p>\n<p>00:22:00 <strong>Positioning for Uncertainty:<\/strong> How to Build Resilience into Portfolios<\/p>\n<p>00:27:00 <strong>The Bond Market Paradox:<\/strong> Higher for Longer?<\/p>\n<p>00:30:00 <strong>Why U.S. Equities Are Still the Best Bet in 2025<\/strong><\/p>\n<p>00:36:00 <strong>Rate Cuts:<\/strong> Canada Has to Cut, The Fed Wants to Cut<\/p>\n<p>00:42:00 <strong>Will the Canadian Dollar Go On Sale?<\/strong><\/p>\n<p>00:49:00 <strong>The Rise of Alternatives<\/strong> &amp; Why They\u2019re Critical in This Market<\/p>\n<p>00:54:00 <strong>The \u2018Magic\u2019 of Portfolio Construction<\/strong> in Volatile Markets<\/p>\n<p>00:55:00 <strong>Closing Thoughts<\/strong> \u2013 An Elegant Solution for Complex Markets<\/p>\n<p>*****<\/p>\n<p>Get Fidelity&#8217;s latest whitepaper: <a rel=\"noreferrer noopener\" target=\"_blank\" href=\"https:\/\/www.fidelity.ca\/en\/insights\/market-updates\/assetallocationquarterly\/\"><strong>11 Questions into 2025<\/strong><\/a><strong><\/strong><\/p>\n<p><strong>*****<\/strong><\/p>\n<p>Listen to the full episode and get ahead of 2025\u2019s biggest investment challenges!<\/p>\n<p>#Markets #Investing #Finance #Economy #InterestRates #PortfolioManagement #WealthManagement #Stocks #Bonds #Canada #USMarkets #Alternatives #Fidelity #Tariffs #MacroEconomics<\/p>\n","protected":false},"author":1,"featured_media":1242,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","meta":[],"categories":[18],"tags":[],"_links":{"self":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode\/1235"}],"collection":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode"}],"about":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/types\/episode"}],"author":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/comments?post=1235"}],"version-history":[{"count":1,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode\/1235\/revisions"}],"predecessor-version":[{"id":1272,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode\/1235\/revisions\/1272"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/media\/1242"}],"wp:attachment":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/media?parent=1235"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/categories?post=1235"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/tags?post=1235"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}