Podcasts about global asset allocation

With just one sleep to go until the 2026 FIFA World Cup kicks off, SBS On the Money explores the business behind the world's biggest sporting event. Ricardo Gonçalves speaks with Mark Andersen, Co-Head of Global Asset Allocation at UBS Global Wealth Management CIO, about the economic opportunities and investment themes emerging from football's global reach. Plus, Tim Harcourt, Chief Economist at University of Technology Sydney, looks at the costs facing fans travelling to the tournament and the broader financial impact. The episode also covers a weaker Australian sharemarket, with Henry Jennings from Marcus Today breaking down the day's market moves, the impact of rising geopolitical tensions and inflation, and what investors are watching ahead of the anticipated SpaceX listing.

With just one sleep to go until the 2026 FIFA World Cup kicks off, SBS On the Money explores the business behind the world's biggest sporting event. Ricardo Gonçalves speaks with Mark Andersen, Co-Head of Global Asset Allocation at UBS Global Wealth Management CIO, about the economic opportunities and investment themes emerging from football's global reach. Plus, Tim Harcourt, Chief Economist at University of Technology Sydney, looks at the costs facing fans travelling to the tournament and the broader financial impact. The episode also covers a weaker Australian sharemarket, with Henry Jennings from Marcus Today breaking down the day's market moves, the impact of rising geopolitical tensions and inflation, and what investors are watching ahead of the anticipated SpaceX listing.

Join David Wolf, portfolio manager on Fidelity's Global Asset Allocation team, for an update on market dynamics and portfolio positioning. David will share insights into Fidelity Managed Portfolios, including recent over- and underweight exposures, and discuss how key macroeconomic themes are shaping the team's outlook for Q2 and beyond. Recorded on May 21, 2026. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2025 Environics' Advisor Digital Experience Study. -- La répartition mondiale en action dans les Portefeuilles gérés de Fidelity Joignez-vous à David Wolf, gestionnaire de portefeuille au sein de l'équipe de répartition mondiale de l'actif de Fidelity, pour une mise à jour sur la dynamique du marché et la structure des portefeuilles. M. Wolf fera le point sur les Portefeuilles gérés de Fidelity, notamment sur les récentes surpondérations et sous-pondérations, et expliquera la façon dont les grands thèmes macroéconomiques façonnent les perspectives de l'équipe pour le deuxième trimestre et au-delà. Date : 21 mai 2026 Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l'avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l'intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir. Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d'Environics sur l'expérience numérique des conseillers et conseillères en placements au Canada.

Start April with clarity. Institutional Portfolio Manager Ilan Kolet joins us to break down the key global market forces shaping the trading week ahead. From macro trends to asset allocation considerations, Ilan shares what he and the Global Asset Allocation team are watching—and how investors can position themselves as new opportunities and risks emerge. Recorded on April 6, 2026. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2025 Environics' Advisor Digital Experience Study. -- Commencez la semaine avec des idées claires. Ilan Kolet, gestionnaire de portefeuille institutionnel, se joint à nous pour présenter une analyse des principales forces des marchés mondiaux qui façonneront la semaine à venir. Des tendances macroéconomiques aux considérations relatives à la répartition de l'actif, notre expert présentera les facteurs clés suivis par l'équipe de répartition mondiale de l'actif et les éléments à prendre à compte par le public investisseur pour se positionner à mesure que de nouvelles occasions et de nouveaux risques émergent. Date : 6 avril 2026 Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l'avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l'intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir. Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d'Environics sur l'expérience numérique des conseillers et conseillères en placements au Canada.

David Tulk, Portfolio Manager, shares the latest insights from the Global Asset Allocation team. David will comment on Fidelity Managed Portfolios fund positioning, including recent underweights and overweights, and address how key macroeconomic themes may be shaping their outlook in the first quarter of 2026. Recorded on January 6, 2026. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2025 Environics' Advisor Digital Experience Study.   --   Découvrez les dernières analyses de l'équipe de répartition mondiale de l'actif avec David Tulk, gestionnaire de portefeuille. Notre expert commentera la structure des fonds des Portefeuilles gérés de Fidelity, y compris les récentes sous-pondérations et surpondérations. Il abordera également la façon dont les grands thèmes macroéconomiques pourraient influencer les perspectives de l'équipe au premier trimestre de 2026. Date : 6 janvier 2026 Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l'avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l'intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir. Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d'Environics sur l'expérience numérique des conseillers et conseillères en placements au Canada.

As we kick off 2026, the economic headlines are loud, but the real story is in the data and the incentives behind it. In this episode, Jeremy Houser sits down with Dr. Campbell Harvey, Duke professor and Research Affiliates Director of Research, known for early work on the inverted yield curve, to break down what matters most for growth, markets, and resilience in 2026. Campbell discusses: Why the U.S. fiscal picture raises the stakes for stronger real GDP growth Why tariffs function like a tax, plus when they may act more like “risk management” than growth policy Why “AI is just 1999 again” can be a misleading comparison, and what's different this time What a steepening yield curve may be signaling about long rates, inflation expectations, and growth ahead Why rebalancing is an active decision, and how mechanical timing can create hidden performance drag How products that limit downside exposure can fit into a broader, diversified approach His thoughts on Fixed Indexed Annuities And more Resources: AMP Path to Prosperity one-pager: https://insurmarkamp.com/jhouser/ (Click “Learn More”) Connect with Campbell Harvey: LinkedIn: Campbell Harvey Cam Harvey, PhD Connect with Jeremy Houser: jeremy.houser@simplicitygroup.com 713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP About Our Guest: Campbell R. Harvey is a Professor of Finance at Duke University and Research Associate at the National Bureau of Economic Research in Cambridge, Massachusetts. He served as Editor of The Journal of Finance from 2006 to 2012 and as the 2016 President of the American Finance Association. He holds a Ph.D. in Finance from the University of Chicago. Professor Harvey has served as Partner and Director of Research for Research Affiliates, LLP, and Investment Strategy Advisor to Man Group, PLC, contributing to both research and product design. Professor Harvey received the 2015, 2016, 2022, and 2023 Bernstein Fabozzi/Jacobs Levy Award for the Best Article from the Journal of Portfolio Management for his research. He has also received ten Graham and Dodd Awards/Scrolls for excellence in financial writing from the CFA Institute. He has published over 125 scholarly articles on topics spanning investment finance, emerging markets, corporate finance, behavioral finance, financial econometrics, and computer science. For the past nine years, Professor Harvey taught Innovation and Cryptoventures – a course that focuses on the mechanics and applications of blockchain technology and web3. He offers a certificate in Decentralized Finance on Coursera. He also teaches the advanced elective Global Asset Allocation and Stock Selection which focuses on systematic investment strategies. Disclosure: 5078176 – 0126

The Bank of Canada and the Federal Reserve have made their final interest rate announcements of 2025. Join Ilan Kolet, Institutional Portfolio Manager, as he unpacks what their announcements may mean for fixed income, how bond markets are faring, and how the Global Asset Allocation team is making portfolio adjustments heading into the new year. Recorded on December 11, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.   --   La Banque du Canada et la Réserve fédérale ont fait leurs dernières annonces de l'année sur les taux d'intérêt. Joignez-vous à Ilan Kolet, gestionnaire de portefeuille institutionnel, pour une analyse de ces décisions et de leur incidence sur les titres à revenu fixe. M. Kolet se penchera également sur les marchés obligataires et sur les ajustements de portefeuilles que compte apporter l'équipe de répartition mondiale de l'actif à l'aube de la nouvelle année. Date : 11 decembre 2025 Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l'avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l'intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir. Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une quatrième année consécutive lors du sondage 2024 d'Environics sur l'expérience numérique des conseillers et conseillères en placements au Canada.

Policy rates will likely be cut three times in 2026, with the 10-year yield between 4-4.5%, says Stephen Dover, chief market strategist at Franklin Templeton. Dover is joined by BI chief US rates strategist Ira Jersey and senior US and Canada rates strategy associate Will Hoffman to discuss global fixed-income markets and cross-asset relative value. The trio discuss the economic outlook for 2026 and relative value in US rate markets and abroad amid expected policy easing from the Federal Reserve. They also hit on shifts in private assets and global equity markets, before discussing how AI narratives may evolve in the coming years.  The Macro Matters podcast is part of BI's FICC Focus series.

Canada's Liberal government has tabled its 2025 budget, unveiling $141 billion in new spending over the next five years. Investments will target housing, infrastructure, and defense - alongside a dedicated $925-million artificial intelligence fund, a priority flagged by Prime Minister Carney. With this ambitious fiscal plan now on the table, what are the key messages catching the attention of today's guest? And how might this shape the Global Asset Allocation team's outlook on Canada's economy and markets? Joining this episode to unpack all this and more, including the potential implications for investors is Portfolio Manager, David Tulk. Recorded on November 11, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

As the US administration shakes up global trading norms, the US dollar suffered its worst first half of the year in more than 50 years. In this week's podcast, Nikola Vasiljevic, Head of Global Asset Allocation, joins host Julien Lafargue to discuss US dollar depreciation and elevated geopolitical uncertainty, and how much these factors can affect the investment outlook.

We're in the early innings of the tariff impact unfolding. As markets continue to shift, investors are re-evaluating their exposure across geographies, sectors, and asset classes. On this episode, we'll explore how investors are navigating volatility - and how a lifecycle strategy can help keep clients stay on track toward their retirement goals. We'll also unpack inflation, tariffs, and currency positioning, and what they mean for retirement-focused portfolios like the Fidelity ClearPath Target Date funds. Joining today's episode to share those insights is Jon Knowles, Institutional Portfolio Manager on Fidelity's Global Asset Allocation team. Recorded on August 21, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

This week, all eyes are on the Jackson Hole Symposium, where investors are waiting for Fed Chair Jerome Powell's take on the direction of the economy. With interest rate decisions, employment trends, and questions around U.S. exceptionalism shaping today's market conditions, how is Fidelity's Global Asset Allocation team positioning portfolios for the second half of 2025? Joining today's episode to share his insights is Fidelity Institutional Portfolio Manager, and member of the Global Asset Allocation team, Ilan Kolet. Recorded on August 19, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

David Osman of IRF is joined by Hamza Ghani, the Head of Crypto Research at ABCG Research. ----more---- In this podcast, Hamza explains the rapidly evolving crypto asset landscape from Bitcoin and altcoins to stablecoins and tokenized instruments. In doing so, he reviews the emerging regulatory environment and discusses other important factors, such as upgrades to the blockchain infrastructure and increasing institutional engagement in crypto assets. Hamza then sets out the way that a cryptocurrency can be analysed and forecast. He discusses his medium-term predictions for the price of Bitcoin in the current upcycle and subsequent downswing, thereby identifying a key potential buying opportunity for the next five years. Hamza puts crypto in the context of their global multi-asset allocation recommendations and identifies those crypto investment opportunities that look most attractive and those that are unattractive.   ABCG Research specialises in alternative investments and macroeconomic research, providing deep insights, market trends and data-driven analysis to support strategic decision-making in a dynamic global economy. With a focus on precision and innovation, they provide businesses and investors with actionable intelligence.  

A pesar del descenso desde máximos y del cacareado fin del excepcionalismo, la bolsa de EEUU sigue muy por encima de su media histórica. ¿Cómo lo ven los gestores? ¿Cómo están moviendo su exposición? lo comentamos en un nuevo episodio de Finect Alpha con Leonardo López, Country Head - Iberia & Latam en ODDO BHF AM, Iván Díez Sainz, Country Head Iberia & Latin America en La Financière de l’Échiquier, Pablo Monjardín, Head of Global Asset Allocation en Abanca, Jorge González, Head of Fund Analysis & Research en Tressis y Juan Pablo Calle, Gestor de Carteras Senior en Acacia Inversión. Patrocinado por La Financière de l’Échiquier y ODDO BHF Asset Management. ¡EMPEZAMOS! Aquí los fondos: - Echiquier Major SRI Growth Europe: https://www.finect.com/fondos-inversion/FR0010321828-Echiquier_major_sri_growth_europe_a - ODDO BHF Algo Trend US CI EUR: https://www.finect.com/fondos-inversion/LU1833929307-Oddo_bhf_algo_trend_us_ci_eur

With questions still not answered about the course of inflation in the United States, the Federal Reserve chose this week to keep rates on hold. Chairman Jerome Powell says he is comfortable enough with the economic growth and labour story to stick with his policy of no-sudden-movements. However, with a potential bite from tariffs still to come and a labour market showing continuing jobless claims at steady levels, how long can this rate position grind on for? And, how does the interest rate differential, globally, leave Canadians who are investors of the loonie? We are pleased today to be hearing the perspective of Fidelity's Global Asset Allocation team with Institutional Portfolio Manager, Ilan Kolet. Recorded on June 19, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Today's guest is Ilan Kolet, institutional portfolio manager and member of Fidelity's Global Asset Allocation, or GAA team. Ilan helps manage billions of dollars on behalf of Canadians. He discusses the latest Bank of Canada rate decision, what it means for Canadians, and what could be next. We'll also dive into the latest tariff news and unpack the U.S. tax bill. This show was initially presented as a live webcast of The Upside, our investor webcast. Recorded on June 6, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

At times of rising geopolitical tensions and economic uncertainty, a long-term view remains essential. In this week's podcast, Nikola Vasiljevic, Head of Global Asset Allocation, joins host Julien Lafargue to look beyond the market noise to consider the outlook for the major asset classes over the next ten years.

On Thursday May 8, Fidelity Investments Canada hosted VISION+, a full-day event connecting Fidelity's portfolio managers and experts with thousands of advisors joining both in-person and virtually across the country. Select sessions are available as FidelityConnects podcasts, and advisors can watch the event replay on fidelity.ca. On today's podcast, David Wolf, David Tulk and Ilan Kolet take the stage at VISION+ to talk about their global asset allocation outlook. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, is joined by Anwiti Bahuguna, PhD, Chief Investment Officer of Global Asset Allocation at Northern Trust Asset Management. The conversation explores Northern Trust's latest long-term capital market assumptions and the macroeconomic forces likely to shape insurer portfolios over the next decade—from AI-enabled productivity and energy transition to evolving patterns of globalization.   Anwiti shares how her team blends quantitative modeling with insights from asset class specialists to create actionable 10-year outlooks for insurance investors. The discussion spans implications for fixed income and equity allocations, real assets as inflation hedges, and the growing relevance of private markets—particularly private credit. With practical insights on capital formation, macro themes, and manager selection, this episode offers a roadmap for insurance CIOs and investment teams navigating the complexities of a shifting global landscape.

Today's Post - https://bahnsen.co/421P9e4 Market Movements and Insights from Washington DC - Dividend Cafe Monday Edition In the Monday edition of Dividend Cafe, the host reflects on the five-year anniversary of the 2020 market bottom. He discusses the significant market rally since then, recapping the market's recent performance with the Dow, S&P, and Nasdaq all posting gains. The episode shares insights from the host's recent meetings in Washington DC, providing takeaways on tariff policy, potential conflicts between the Treasury and Commerce Departments, and the focus on making the 2017 Trump tax cuts permanent. Other topics include total shareholder yield, asset allocation trends, and the varying influences on market behaviors. The host also shares a quote on learning from crises and highlights the importance of asset allocation strategy in current market conditions. 00:00 Introduction to Dividend Cafe 00:13 Market Recap and Anniversary Reflection 01:55 Current Market Trends and Insights 03:39 Shareholder Yields and Sector Performance 06:58 Global Asset Allocation and Market Sentiment 10:26 Insights from the Treasury Department 12:41 Tariff Policies and Economic Implications 14:18 Tax Reform and Financial Deregulation 21:10 Federal Reserve Policies and Market Impact 24:06 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

This week, Nikola Vasiljevic, Head of Global Asset Allocation, discusses the correlation between equity and bond returns and how changing economic conditions can influence the relationship. Host, Julien Lafargue also covers tariffs, US jobs, and EU defence spending.

Fidelity Managed Portfolios has surpassed $50 billion dollars in assets. With several solutions to choose from, Fidelity Managed Portfolios utilize a range of investment styles to fit your needs. How is the Global Asset Allocation team working to continue driving performance for investors? Why should advisors consider incorporating them into client RRSPs? David Wolf, Portfolio Manager, is today's guest, joining host Pamela Ritchie to unpack the latest market action influencing the Global Asset Allocation team. Recorded on February 12, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

On Wednesday January 22, Fidelity Investments Canada hosted VISION 2025 Toronto, a full-day event connecting Fidelity's portfolio managers and experts with thousands of advisors joining both in-person and virtually across the country. For today's podcast we're bringing you an audio replay of the first session of the day, featuring Fidelity's Global Asset Allocation team – David Wolf, David Tulk, and Ilan Kolet. Ilan moderates the session. Advisors can watch full video replays of the event and qualify for CE Credits. Please visit fidelity.ca or reach out to your wholesaler for more information. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

On November 21 and 22, Fidelity Investments Canada hosted FOCUS 2024 in Scottsdale, connecting our portfolio managers and experts with advisors. The Global Asset Allocation team kicked off the event, with a roundtable discussion about what they do, their career paths and how they got to where they are now, also their market outlook, and fund positioning. The GAA trio of portfolio managers David Wolf, David Tulk, and institutional portfolio manager Ilan Kolet, have a professional relationship that extends beyond their tenure at Fidelity; all meeting many years ago working at the Bank of Canada. Today, the GAA team manages over $90B in Canadian assets with the Fidelity Managed Portfolios. Ilan will be moderating the group discussion.   At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

On Wednesday October 23, Fidelity Canada hosted VISION 2024 in Toronto, connecting our portfolio managers and experts with advisors. On today's podcast we're presenting our Global Asset Allocation team's VISION session, with host Kelly Creelman sitting down with portfolio managers David Wolf, David Tulk, and institutional portfolio manager Ilan Kolet. Fidelity's Global Asset Allocation team currently manages $90B of multi-asset class funds for Canadian investors. As we'll hear, there are two main ingredients for their funds: one - to reach across Canada, U.S., and internationally to pick managers of different asset classes, geography, style, sectors. Two – to use a rigorous and research based “Four Pillar Framework” to lean in or out of asset classes. Among other topics today we'll also hear the team's views on the current investing environment, inflation, interest rates and central bank moves, current under and overweights, and thoughts on diversification. Please note, a few slides were displayed to the crowd in the room. Recorded on October 23, 2024. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Featuring: Daniel Yoo, Head of Global Asset Allocation at Yuanta Securities Sayuri Shirai, Professor of Economics at Keio University and Former BOJ Board Member What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es  See omnystudio.com/listener for privacy information.

Featuring: Adrian Zuercher, Co-Head of Global Asset Allocation at UBS Global Wealth Management George Milling-Stanley, Chief Gold Strategist at State Street Global Advisors What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es  See omnystudio.com/listener for privacy information.

On September 24, Fidelity Investments Canada hosted FOCUS 2024 Montreal – a bi-lingual event connecting our portfolio managers directly with advisors. For French podcasts from the event, please keep an eye on our DialoguesFidelity podcast, those will be released soon. Today we'll listen in on our Global Asset Allocation Team's session from the event, where portfolio managers David Wolf, David Tulk, and institutional portfolio manager Ilan Kolet sit down with Charles Danis, VP Regional Sales Eastern Canada. The Global Asset Allocation team manages several funds on behalf of Canadian investors, and we'll hear an update on their current positioning and market sentiment, including what is exciting them currently, what's keeping them up at night, how markets have moved this year, and where markets could go next. Recorded on September 24, 2024.   At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

With the Fed's latest decision to hold rates, but also signaling rate cuts ahead in September, we sit down with Institutional portfolio manager, Ilan Kolet to get his insights into the current inflationary environment, and what it means for the Global Asset Allocation team's fund positioning. Ilan speaks to host Pamela Ritchie about current US unemployment numbers, productivity, and how the latest data is creating optimism in the markets.  Ilan who previously worked at the Bank of Canada says the BoC's is not motivated by geopolitics or other macro themes, but rather influenced on monetary policy and not politics. Ilan says the GAA team continues to be overweight US equities, albeit slightly trimmed down. He adds they are also overweight commodities and are invested into EM as they see this area filled with potential growth.   Recorded on August 1, 2024.   At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

With Canada's annual inflation rate cooling, CPI falling to 2.7 percent in June and slower growth all around, how will this affect the Bank of Canada's next move? Institutional portfolio manager, Ilan Kolet sits down with host Pamela Ritchie and shares his thoughts on interest rates, inflation, and the Canadian dollar. With the consistent cooling down of inflation, Ilan says this could give the BoC the green light to become less restrictive. He says we will probably see a cut real soon, but he adds, rates will noy go back to the historic lows we've seen in the past. He points out that households, especially Canadian households will still feel the pinch which will trigger cutbacks on alot of discretionary spending of Canadians. Ilan who previously worked at the Bank of Canada says the BoC is aware of this stress on Canadians and it has no plans to implode Canadian households. Ilan says what we need to focus on is improving Canadian productivity. Canada's GDP didn't see any growth in 2023 and has lagged greatly behind the US. Ilan says currently the Global Asset Allocation team is overweight US equities specifically in the productivity sector and underweight Canada. He adds the team is also focused on commodities including gold, oil, and global natural resources.   Recorded on July 16, 2024.   At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Today on the show, we speak to portfolio manager David Wolf as he highlights the current market landscape and where investors could find diversification such as liquid alternatives. David notes recent core inflation numbers aren't a surprise to the Bank of Canada. David, who is a former advisor to the governor of the BoC says expect cuts in the next 18 months regardless of the Federal Reserve's movements and decisions. This is based on recent monetary policy report released by the BoC. David says what matters to the Global Asset Allocation team and how they manage funds is what the path of policy looks like versus what the market is discounting the path of policy at. He says this is important because this is what will affect the price of Canadian financial assets relative to the prices of other countries financial assets. David also touches on the pros and cons of illiquid alternatives, equities and bonds, plus looking at the 60-40 in perhaps a new way.   This podcast was recorded on May 21, 2024   At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics' Advisor Digital Experience Study.

Today 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't shown up in the data. Once it does, inflation should move towards the target of 2 percent. Ilan points out the Fed decision doesn't change much in the team's positioning. The GAA team are still positioned stubbornly as he puts it for elevated inflation and what they think might be a very rare productivity expansion. Ilan also touches on the 60/40 portfolio, what a mini stagflation means, and compare the US versus Canada economic story.   Recorded on May 2, 2024   Today's podcast is brought to you by the 2024 Fidelity Retirement Report. Head to go.fidelity.ca/retirement to receive the report and insights on how you can better prepare for your retirement, whatever that may look like.   At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics' Advisor Digital Experience Study.

On 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 their process, how they are currently positioned including overweights and underweights, where they are adding value, and more. Recorded on April 19, 2024.   At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics' Advisor Digital Experience Study.

Today's guest is Catherine LeGraw, a member of GMO's Asset Allocation Team. In today's episode, Catherine explains why this is “the best relative asset allocation opportunity we've seen in 35 years," and “we are building portfolios with some of the highest forecasted relative and absolute returns we've ever seen." She explains where she sees opportunity around the world today, why she's excited about deep value and quality, and how she's thinking about the Magnificent 7. (1:34) - Welcome to our guest, Catherine LeGraw (1:45) - Why Catherine is so excited about the opportunity set today (Record Highs…But We're Still Excited) (8:04) - The Magnificent 7 (Magnificently Concentrated) (14:39) - The opportunity in deep value (17:10) - Opportunities in foreign stocks (20:38) - GMO 7-Year Asset Class Forecast (Feb. 29, 2024) (23:46) - Currency implications (24:56) - The current state of bonds (30:46) - Other interesting assets (34:35) - Jump in the Deep End / GMO (34:59) - Catherine's most controversial opinion (37:04) - Catherine's most memorable investment (38:41) - What in Tarnation ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: Today's episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Visit YCharts to start your free trial and be sure to mention "Meb" for 20% off your subscription (new clients only). View their Economic Update Visual Deck.  ----- Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  Learn more about your ad choices. Visit megaphone.fm/adchoices

Today on the show, we welcome Portfolio Manager David Wolf. He provides insights on how the Global Asset Allocation team is positioning Fidelity Managed Portfolios for the year ahead, and why advisors should consider including them in client RRSPs. David explains that global asset allocation decisions for portfolios involve a top-down approach that is primarily focused on growth, inflation, policy, supply and demand. David explains supply is significantly more challenging to measure than the amount of demand present, and the models that Canadian consumers have been relying on continuously underestimate the capacity of America's economy. David also discusses interest rates and how the timing and magnitude of rate cuts by central banks are determined. Rate cut periods usually fall under one of two scenarios; either the economy experiences a soft landing with gradual rate cuts, or the central bank is forced to cut them more aggressively due to increased economic deterioration. David adds while the Federal Reserve in the US may have the freedom to cut rates by choice, the Bank of Canada may be compelled to do so out of necessity to stimulate its economy.    Recorded on February 27th, 2024.   At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics' Advisor Digital Experience Study.

 Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Finance Reporter Katherine Doherty discusses how Donald Trump's Treasury secretary Steve Mnuchin scored an instant profit by leading a group of investors that injected more than $1 billion into New York Community Bancorp. Dina Goldentayer, Ultra Luxury Specialist and Executive Director of Sales at Douglas Elliman, shares her thoughts on the South Florida ultra-luxury real estate market. Chris Miller, Associate Professor of International History at Tufts University, discusses news from the semiconductor industry and talks about his book Chip War: The Fight for the World's Most Critical Technology. And we Drive to the Close with Tracie McMillion, Head of Global Asset Allocation at Wells Fargo Investment Institute. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Today we're bringing you a conversation from Fidelity Canada's Vision 2024 event in Toronto. Vision offers insights from our portfolio managers and investment experts and provides their comments on the current market environment, Fidelity's investment process and our global research network operation. The following conversation is with our Global Asset Allocation team composed of David Wolf, David Tulk, and Ilan Kolet. The team gives their outlook and market perspectives for 2024. Recorded on January 31, 2024. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics' Advisor Digital Experience Study.

With 2024 just around the corner, there are big uncertainties for the U.S. economy regarding inflation, interest rates, political uncertainty, and a possible recession.How can investors navigate this complex and volatile environment? What are the sectors to look at? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, chat with Ed Clissold, Chief U.S. Strategist at Ned Davis Research, to explore the 2024 economic outlook of Ned Davis Research. They discuss the effects of the political uncertainty, what sectors to watch in 2024, the possibility of a shift towards small and mid-cap stocks and the implications of higher short-term interest rates. Additionally, they touch on the labor market, the Fed, and the possibility of a recession.Together they discuss: Ed's over 20 years at NDR, emphasizing the collaborative and data-driven approachWhether the Fed can successfully achieve a soft landing for the economy and the potential turbulence aheadThe chance of a recession and the factors contributing to this riskThe political implications for the Fed's decision-making processThe importance of considering both soft data and hard data in analyzing the economy and the mixed signals they provideThe historical market performance during presidential election yearsThe potential rotation towards small and mid-cap stocksJerome Powell's performance as the Fed ChairThe favored sectors and the underweighted sectors for the upcoming yearAnd more!Resources:Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.com Connect with Ed Clissold: Twitter: @edclissoldLinkedIn: Ed ClissoldNed Davis Research Connect with Ryan Detrick: LinkedIn: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseAbout our guest:Ed Clissold, CFA, is the Chief U.S. Strategist for Ned Davis Research Group. He and his team are responsible for the firm's U.S. equity, style, sector, and equity theme analysis. They do so via a combination of a top-down analysis of the macroeconomic and fundamental environments and a bottom-up analysis of factors specific to the asset class, market cap, style, sector, or theme. He and his team also provide in-depth macro research on fundamental topics such as earnings, dividends, and cash flow.Ed writes several U.S. Strategy publications, which provide an intermediate-term outlook on U.S. markets via a combination of top-down and bottom-up analyses. He also writes a quarterly Benchmarks report, which analyzes the attribution of returns across asset classes, sectors, market cap, and styles. Ed has held a number of other positions since joining the firm in 2002, including Global Equity Strategist, Senior Global Analyst in the Global Asset Allocation group, and Analyst in the Custom Research Services department. Previously, Ed worked at Strong Capital Management and as a Market Strategist at J.C. Bradford & Co. 

Today on the show, we welcome Institutional portfolio manager Ilan Kolet to the program. Ilan is part of the Global Asset Allocation team, which manages approximately $77. 2 billion in multi-asset class funds for Canadian investors. Ilan gives an overview of the global markets, why we might appear to be in a recession, and how the GAA is positioning themselves in this current market environment. Bloomberg recently described Canada as “appearing to be in a recession.” Ilan points out that might in fact be true, as the flow of data in Canada has stalled. Our GDP flat-lined post recovery and we may in fact look back at this as a recession after some data revision. He adds it's not going to get easier with elevated debt loans and lots of tightening from the Bank of Canada. Even with the Canadian dollar taking a dive, our economy appears to be resilient, which Ilan says is more akin to sustainability. Nevertheless, even with elevated rates of debt and high interest rates, growth in Canada hasn't slowed down and our unemployment rates have been relatively unaffected. The GAA team does expect and is positioned for a further weakening of the Canadian dollar. He adds they are underweight Canadian equities and the dollar and overweight inflation protected assets, meaning commodity producers and inflation protected debt. Overall, Ilan says they are very close to their strategic allocation. Recorded on October 31, 2023. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics' Advisor Digital Experience Study.

Today on the program, we welcome Portfolio Manager David Tulk back to the show. David and the Global Asset Allocation team manage many funds for Canadian Investors including $80B in assets across more than 20 funds. David comments on our current market environment, how the team is dealing with rising inflation rates, and what he sees the Bank of Canada doing for the rest of 2023. Although the Bank of Canada paused its tightening agenda from its last rate announcement, Statistics Canada's August report on inflation showed a rise to 4% year over year. That is up from 3.3% year over year back in July. David's initial reaction to rising inflation – he believes “we're going the wrong way.” But that's the type of landscape we're dealing with, he adds. Going through the inflation stats, we can see there's some wage growth and service level inflation, which all contributes to the underlying price pressure. Also gasoline is one of the biggest factors that pushed headline inflation higher. So are rising oil prices on a global basis good for the Canadian economy or to the central banks? He says it doesn't change the trajectory of spending, but changes the composition and this is still a concern from the central bank's perspective. David says the banks want the economy to slow down, but for Inflation to cool off, we need a period of economic weakness, mostly in the labor market. However, that part of the economy has yet to show any weakness at all. Companies are holding on to their labor due to the pandemic and are looking to keep labor instead of rehiring months into the future. For the GAA team, they are still leading defensively in all the funds managed. They have taken more neutral equity betas and are much closer to benchmark on equity allocation. In terms of currency, they use an underweight to the Canadian dollar to enhance the defensiveness of a portfolio. The team is hedging underweight Canadian equities and overweight to global energy. Recorded on September 19, 2023. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics' Advisor Digital Experience Study.

Institutional Portfolio Manager Ilan Kolet joins us on the program and walks us through the inflation story, the resiliency of the market, and how the Canadian consumer is faring in this current market environment. Ilan is part of Fidelity's Global Asset Allocation team. He says the team expected to see stress in the Canadian economy but that does not seem to be the case. The Canadian Household has also been more resilient than the team would have expected. He says two major things have contributed to the sustainability of the Canadian Consumer – excess savings built up during the pandemic and generational transfer of wealth. But the question remains – when will this cushion of savings run out? The GAA team predicts the middle of 2024. Ilan looks ahead to the Bank of Canada's upcoming rate announcement and believes until the BOC sees cooled housing, spending, and employment, we can expect further rate hikes. He also gives an overview of the team's asset allocation – adding that they continue to be underweight Canadian and US equities and overweight international and emerging markets. On the bond side, they are underweight investment grade, overweight credit and spread factors and of course, inflation protected bonds. Recorded September 5, 2023. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics' Advisor Digital Experience Study.

In this episode of Research in Action, Ash Alankar, Head of Global Asset Allocation, says the options market shows few signs of stress, with potentially important implications for investment portfolios.

Korea24 – 2022.11.01 (Tuesday) News Briefing: The head of South Korea's National Police Agency acknowledged insufficiencies in the police response to emergency calls received prior to the deadly Itaewon crowd crush. The interior and Safety Minister Lee Sang-min also apologized to the public for failing to prevent the tragedy. (Kim In-kyung) In-Depth News Analysis 1: The nation is still reeling from the tragedy that struck Halloween festivities in the Itaewon district of Seoul on Saturday night. Concerns are growing over the impact it is having not only the victim’s families, survivors and witnesses, but also the general public. Of particular concern are those in their 20’s, who also lived through another incident of collective trauma, the 2014 Sewol ferry accident. To discuss the impact this could be having Professor Gilad Hirschberger, from the Baruch Ivcher School of Psychology at Reichman University in Israel joining us on the line. In-Depth News Analysis 2: A liquidity crunch has rattled the South Korean bond market after the governor of Gangwon Province declared last month not to renew its credit guarantee for Legoland Korea. Although the province has backtracked on the decision, and has promised to pay the overdue debt a month earlier than initially planned, investors in the corporate bond and commercial paper markets remain rattled. To discuss the situation and assess the government’s measures, Daniel Yoo, Head of Global Asset Allocation at Yuanta Securities, and Professor Park Sang-in from Seoul National University’s Graduate School of Public Administration join us on the line. Korea Trending with Walter Lee: 1. Police have set up a lost-and-found center after 1.5 tons of items, such as bags, clothes, and shoes, were recovered from the crowd crush incident in Itaewon. (용산구, 참사 현장 분실물 센터 운영) 2. A story has emerged of a couple spending four hours to help transport a complete stranger injured in the Itaewon crowd crush to hospital. (“BMW 젊은 남녀, ‘처음 본 낯선 부녀’ 끝까지 도왔다”) 3. A 2.9 magnitude earthquake struck Goesan County in North Chungcheong Province on Tuesday morning. (충북 괴산 2.9 지진, 29일 지진 여진 지속)

Korea24 – 2022.09.28 (Wednesday) News Briefing: North Korea has fired an unidentified ballistic missile into the East Sea, according to South Korea's Joint Chiefs of Staff on Wednesday afternoon. This comes just three days after the regime's last provocation and amid ongoing South Korea-US naval exercises. (Eunice Kim) In-Depth News Analysis: Korean stock markets continued to freefall on Wednesday. The Korean won also continued to weaken against the US dollar, to the lowest point in 13 and a half years. Meanwhile, concerns of a global recession are mounting in the wake of aggressive monetary tightening around the world. To discuss the risks facing the local economy, Daniel Yoo, Head of Global Asset Allocation at Yuanta Securities and Professor Yang Jun-sok from the Catholic University of Korea join us on the line. Korea Trending with Walter Lee: 1. Seoul city unveiled plans to allow only eco-friendly cars to operate within the capital from 2050 in order to improve the city’s air quality. (2050년, 서울에서 경유·휘발유 차량 완전 퇴출한다) 2. South Korea defeated Cameroon 1-0 in the final tuneup match before the World Cup, but fans were disappointed that two young talents did not play. (벤투호, 카메룬전 1-0 승리, 이강인은 결장) 3. Police have requested an arrest warrant for Korean composer and music producer Don Spike for drug use and possession. (‘마약 체포’ 돈스파이크, 필로폰 1000회 투약분 소지) Korea Book Club: Literary translator Beth Eunhee Hong takes over as our special contributor for the monthly edition of the club! In this first edition as a regular, she brings us “불편한 편의점 (Inconvenient Convenience Store)” by Kim Ho-yeon, a bestseller about everyday people Korea, that has already spurred a sequel.

Adrian Zuercher, CIO, Head of Global Asset Allocation, at UBS Global Wealth Management, discusses the latest on the markets. He spoke with host Juliette Saly on Bloomberg Radio.See omnystudio.com/listener for privacy information.

Korea24 – 2022.09.06 (Tuesday) News Briefing: Super typhoon Hinnamnor has passed the Korean peninsula, causing flooding, power outages and leaving several people dead or missing in its wake. (KOO Hee-jin) In-Depth News Analysis: The South Korean won broke the 1,370 won mark against the US dollar for the first time in 13 years on Monday. It closed on Tuesday at 1,371.7 won against the greenback. The local currency's fall comes amid expectations that the U.S. Federal Reserve will maintain its hawkish stance on monetary policies, which will likely further strengthen the US currency. To get some analysis on the situation, we speak to Daniel Yoo, Head of Global Asset Allocation at Yuanta Securities. Korea Trending with Jenny Suh: 1. The Samsung Group started the second open recruitment of the year for its 20 affiliates, where some 5,000 people are expected to be hired. (삼성 20개 계열사, 하반기 공채 실시) 2. Sungkyunkwan, an institute that preserves Confucianism in Korea, has announced a new standard for setting up a Charye table for ancestral rites to help ease conflict among family members during the Chuseok holiday. (성균관 “차례상 음식, 최대 9가지만…전 부칠 필요 없어”) 3. Foreign Secretary Liz Truss will become the new Prime Minister of the UK on Tuesday. ('철의여인' 부활한 영국…새 총리에 리즈 트러스) Touch Base In Seoul: Are we wearing a mask in our everyday lives? Psychology Professor Lisa Son from the Barnard College of Columbia University looks at that question for her new book on ‘Impostor Syndrome’ called “임포스터 (Impostor)”. She joins us in the studio to tell us more about her findings, and how a better understanding of our masks can help improve our lives. Morning Edition Preview with Richard Larkin: - In tomorrow’s Korea Herald, Park Yuna reports on the Los Angeles County Museum of Modern Art (LACMA) putting on a landmark Korean modern art exhibition from Sunday. - Tomorrow’s Korea Times features a report by Enid Tsui and Park Ji-won introducing Jaap van Zweden, the new music director of the Seoul Philharmonic Orchestra.

In this episode, Chris speaks with Putnam's Capital Market Strategies Team, including Senior Market Strategist Rick Polsinello and veteran Portfolio Manager Jason Vaillancourt, Co-Head of Global Asset Allocation at Putnam.During the discussion, the team provides Putnam's 2022 investment framework for equities, fixed income and the market as a whole.  In doing so, many topics are discussed including: Expectations for the equity market in 2022An overview of real GDPInflationSectors positioned well for the increased volatility expectedWhich investment styles could outperformHow economic and earnings acceleration drive estimatesConcerns on valuationThe Treasury market Credit spreads and the impact on the broader marketThe strength of the DollarRate hikes and the FedThis material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision, and is not intended to suggest taking or refraining from any course of action. It is not intended to address the needs, circumstances, and objectives of any specific investor. This information is not meant as tax or legal advice. Investors should consult a professional advisor before making investment and financial decisions and for more information on tax rules and other laws, which are complex and subject to change.All investments involve risk, including the loss of principal. You can lose money by investing.Investors should carefully consider the investment objectives, risks, charges, and expenses of a fund before investing. For a prospectus, or a summary prospectus if available, containing this and other information for any Putnam fund or product, call your financial representative or call Putnam at 1-800-225-1581. Please read the prospectus carefully before investing.Putnam Retail ManagementAD20206262/22

In this episode, Chris speaks with Seamus Young, CFA, a Senior Investment Director in the Global Investment Strategies group, specializing in Global Asset Allocation products. He is a portfolio manager of Putnam Multi-Asset Model Portfolios.  In addition, Seamus is responsible for gathering intelligence on trends in the global marketplace; communicating investment performance, positioning, and strategy as a member of the Portfolio Solutions group.During the conversation, they touch on many topics, including: The Portfolio Solutions GroupHow financial advisors can utilize the portfolio solutions group to improve outcomes and optimize portfolio efficiencyMulti-Asset PortfoliosPortfolio constructionHow to successfully balance risk and returnThe key factors that influence overall portfolio performanceThe crucial data points when analyzing target date and retirement savings plans This material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision, and is not intended to suggest taking or refraining from any course of action. It is not intended to address the needs, circumstances, and objectives of any specific investor. This information is not meant as tax or legal advice. Investors should consult a professional advisor before making investment and financial decisions and for more information on tax rules and other laws, which are complex and subject to change. Investing involves risk, including the loss of principal. Risks apply to those underlying funds in the allocation of the models, there is no guarantee the funds' investment objectives will be achieved. Carefully consider the funds within the model portfolios' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the funds' prospectuses, which may be obtained by visiting the respective fund information page or fund family website. Our allocation of investments among the underlying funds may hurt performance. Therefore, the model portfolio's performance is subject to the risks that may affect the performance of the underlying funds. In addition, investors will bear the fees and expenses of the underlying funds included in the models.  To view additional information, please visit the Putnam Multi-Asset Model Portfolios page found on putnam.com.  Investors should carefully consider the investment objectives, risks, charges, and expenses of a fund before investing. For a prospectus, or a summary prospectus if available, containing this and other information for any Putnam fund or product, call your financial representative or call Putnam at 1-800-225-1581. Please read the prospectus carefully before investing. Putnam Retail Management                                                                                       AD1959875 12/21

In this episode, Chris speaks with Brett Goldstein, Brett is Co-Chief Investment Officer of Global Asset Allocation (GAA) and a member of Putnam's Operating Committee. In this role, Bret oversees the strategy and positioning of Putnam's GAA products, including research, security selection, portfolio construction, and risk management. He also contributes extensively to retirement glide path research and GAA's target-date funds.During the conversation, they touch on many topics, including: What makes a target-date strategy successfulThe glide path's role in retirement planning Portfolio construction and risk mitigationThe savings rate and other variables that affect target-date strategiesWhy volatility is so problematic for retireesInflation, and how it shapes a retirement portfolioBehavioral financeThis material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision, and is not intended to suggest taking or refraining from any course of action. It is not intended to address the needs, circumstances, and objectives of any specific investor. This information is not meant as tax or legal advice. Investors should consult a professional advisor before making investment and financial decisions and for more information on tax rules and other laws, which are complex and subject to change. All investments involve risk, including the loss of principal. You can lose money by investing. Each Retirement Advantage Fund and RetirementReady Fund has a different target date indicating when the fund's investors expect to retire and begin withdrawing assets from their account. The dates range from 2025 to 2065 in five-year intervals. The funds are generally weighted more heavily toward more aggressive, higher-risk investments when the target date of the fund is far off, and more conservative, lower-risk investments when the target date of the fund is near. This means that both the risk of your investment and your potential return are reduced as the target date of the particular fund approaches, although there can be no assurance that any one fund will have less risk or more reward than any other fund. The principal value of the funds is not guaranteed at any time, including the target date. Investors should carefully consider the investment objectives, risks, charges, and expenses of a fund before investing. For a prospectus, or a summary prospectus if available, containing this and other information for any Putnam fund or product, call your financial representative or call Putnam at 1-800-225-1581. Please read the prospectus carefully before investing. Putnam Retail Management                                                                                       AD1832581 9/21

In this episode, Chris speaks with Jason Vaillancourt, Co-Head of Global Asset Allocation at Putnam Investments.  During the conversation, they touch on many topics, including:·       The current investment landscape·       Inflation·       Monetary Policy·       The Dollar·       Asset Allocation and the 60/40 Model·       The Fed·       Bitcoin ---This material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision, and is not intended to suggest taking or refraining from any course of action. It is not intended to address the needs, circumstances, and objectives of any specific investor. This information is not meant as tax or legal advice. Investors should consult a professional advisor before making investment and financial decisions and for more information on tax rules and other laws, which are complex and subject to change.  Consider these risks before investing: International investing involves certain risks, such as currency fluctuations, economic instability, and political developments. Investments in small and/or midsize companies increase the risk of greater price fluctuations. Bond investments are subject to interest-rate risk, which means the prices of the fund's bond investments are likely to fall if interest rates rise. Bond investments also are subject to credit risk, which is the risk that the issuer of the bond may default on payment of interest or principal. Interest-rate risk is generally greater for longer-term bonds, and credit risk is generally greater for below-investment-grade bonds, which may be considered speculative. Unlike bonds, funds that invest in bonds have ongoing fees and expenses. Lower-rated bonds may offer higher yields in return for more risk. Funds that invest in government securities are not guaranteed. Mortgage-backed securities are subject to prepayment risk. Commodities involve the risks of changes in market, political, regulatory, and natural conditions. Our investment techniques, analyses, and judgments may not produce the outcome we intend. The investments we select for the fund may not perform as well as other securities that we do not select for the fund. We, or the fund's other service providers, may experience disruptions or operating errors that could have a negative effect on the fund. You can lose money by investing in the fund.  Investors should carefully consider the investment objectives, risks, charges, and expenses of a fund before investing. For a prospectus, or a summary prospectus if available, containing this and other information for any Putnam fund or product, call your financial representative or call Putnam at 1-800-225-1581. Please read the prospectus carefully before investing.  Putnam Retail Management                                                                                                     AD16284834/21