Podcasts about kolet

Summary In this timely episode of Insight is Capital, Pierre sits down with Ilan Kolet, Institutional Portfolio Manager at Fidelity Investments, to unpack Fidelity's latest macro outlook and strategic asset allocation decisions—just as the world braces for another wave of geopolitical and trade disruption. Drawing from Fidelity's latest research piece titled "Elbows Up", Kolet shares why his team is dialing back US equity exposure and tactically reallocating toward Europe. The conversation delves into the erosion of US institutional strength, rising stagflation risk, and the immense threat posed by potential tariffs on Canadian exports. Investors and advisors alike will find invaluable insights into positioning portfolios for resilience in a world increasingly defined by fragmentation and volatility.Kolet's clarity and candor shine through as he outlines how Fidelity is protecting investors from mounting uncertainty—without overreacting to short-term noise. 3 Key Takeaways:Chapters 00:00 – Intro: Why One Fire Tanked Industrial Production 01:05 – Today's Geopolitical Crossroads 02:44 – From US Exceptionalism to Strategic Repositioning 06:15 – Signs of Stagflation & Why Fidelity Bought Gold 09:04 – The Undermining of Institutional Strength in the US 12:41 – Valuations vs. Catalysts: Europe's Turn to Shine 18:25 – Caution on Canada: Debt, Rates, and Tariff Fallout 22:29 – How Tariffs Could Hammer the Canadian Economy 30:03 – Who Really Pays for Tariffs? A Case Study in Washing Machines 36:57 – Manufacturing, Inflation, and Hollowed-Out Labor 39:37 – Supply Chain Disruptions & Auto Sector Insights 44:40 – Tactical Shifts: Gold, TIPS, and Currency Hedging 48:32 – Wrapping Up: Managing Through Uncertainty #FidelityInvestments #GlobalAssetAllocation #IlanKolet #MarketOutlook2025 #InvestingInStagflation #USExceptionalism #GoldAsAhedge #TIPSInvesting #TradeTariffs #CanadianEconomy #AdvisorPodcast #FinancialMarkets #InvestmentStrategy #RecessionRisk

Canadians are headed to the polls. Just nine days after being sworn in as Prime Minister, Mark Carney has called a snap election for April 28th. Amid growing concerns around housing, immigration and an unprecedented trade war, voters are being asked to decide who they trust to lead the country forward. What does this snap election mean for investors and the economy? And how might each party's platform impact key sectors? Joining the show today to unpack what you should be watching for in the days and weeks ahead, are Institutional Portfolio Manager, Ilan Kolet, and political journalist and Editor-at-Large at The Hub, Theo Argitis. Recorded on March 25, 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.

Are politics in Canada and the U.S. dominating your news and social feed – and do they have you worrying about your investment portfolios? Tune in to learn about how Fidelity's investing pros are thinking long-term and trying to step ahead. Fidelity Institutional Portfolio Manager and former Bank of Canada analyst, Ilan Kolet, will talk about what's happening in Canada and ways he is protecting clients portfolios. Tom Stevenson, Investment Director, Fidelity International, will share global impacts and where there might be investment opportunities in Asia, Europe and around the world. Additional insights from Jurrien Timmer, KY Wong, and Pedro Antunes. This show was initially presented as a live webcast of The Upside, our investor webcast on March 4, 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.

Join Ilan Kolet, Institutional Portfolio Manager, to understand how politics will affect your wallet in 2025. Ilan, a former Bank of Canada economist, provides context on how the political noise could affect your investment strategies during RRSP season, and provides an update on Fidelity Managed Portfolios. Also hear from Fidelity Portfolio Managers and leading political experts as they unpack news on both sides of the border. Prime Minister Trudeau's resignation, a looming Canadian election and what's next for fiscal policies. Also President Trump's second term, trade and tariffs and the impact on geopolitics. This video was first released as an episode of Fidelity Canada's “The Upside” investor webcast series.  Recorded February 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.

Market uncertainty, rate cuts, U.S. exceptionalism, and a potential Canadian dollar shock—are we prepared for 2025? In this must-watch episode, Pierre Daillie sits down with Ilan Kolet, Institutional Portfolio Manager at Fidelity's Global Asset Allocation Team, to dissect the most pressing questions investors and advisors are facing right now.What happens if a 25% tariff is imposed on Canadian exports?Is the Canadian dollar heading for a collapse?Why are U.S. equities still the best game in town?Have investors misunderstood the bond market?Should portfolios brace for a new investment paradigm?"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." — Ilan KoletEpisode Highlights & Timestamps00:00:00 Intro & Welcome – Kicking off 2025 with uncertainty00:02:00 A Market on Fire – Why a balanced portfolio returned 20% in 202400:03:00 The Elephant in the Room: Political Instability & Tariffs00:07:00 Canada's Hidden Economic Weakness & The BoC's Dire Post-Tariff Simulation00:13:00 Inflation or Deflation? What a Shock Would Mean for Investors00:18:00 Are Investors Front-Running Inflation?00:22:00 Positioning for Uncertainty: How to Build Resilience into Portfolios00:27:00 The Bond Market Paradox: Higher for Longer?00:30:00 Why U.S. Equities Are Still the Best Bet in 202500:36:00 Rate Cuts: Canada Has to Cut, The Fed Wants to Cut00:42:00 Will the Canadian Dollar Go On Sale?00:49:00 The Rise of Alternatives & Why They're Critical in This Market00:54:00 The ‘Magic' of Portfolio Construction in Volatile Markets00:55:00 Closing Thoughts – An Elegant Solution for Complex Markets*****Get Fidelity's latest whitepaper: 11 Questions into 2025*****Listen to the full episode and get ahead of 2025's biggest investment challenges!#Markets #Investing #Finance #Economy #InterestRates #PortfolioManagement #WealthManagement #Stocks #Bonds #Canada #USMarkets #Alternatives #Fidelity #Tariffs #MacroEconomics

President Trump is continuing to threaten tariffs on Canada. What could tariffs do to the Canadian economy, the loonie, and consumers? Fidelity Investments experts weight in on this developing story, first released as an episode of Fidelity Canada's “The Upside” investor webcast series. Today we hear from Ilan Kolet, Institutional Portfolio Manager, Reetu Kumra, Director of Research and Portfolio Manager, and Equity Research Analysts Bobby Reynolds, Claire Fleming, Andrew Hall, and Thomas Goldthorpe. Recorded January 23 – 30, 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.

Du möchtest 4 free dauerhaft telefonieren, simsen und surfen?Das geht mit dem GMX Tarif FreePhone. Es handelt sich um eine Allnet-Flat für die Telefonie und SMS Versendung. 3 Gigabyte Datenvolumen stehen fürs Surfen im 5G Netz kostenlos bereit. Datenvolumen lässt sich natürlich zubuchen. Als Voraussetzung brauchst du ein Smartphone das eSIM fähig ist. Des Weiteren einen GMX Account. Mit diesem eSIM fähigen Smartphone kannst du dann in der GMX Mail App im Punkt FreePhone den Tarif abschließen. Beachte unbedingt, damit der Tarif kostenlos bleibt, dass du die automatisch eingeschaltete Datenautomatik abschaltest.Du möchtest 30 Tage 4 free telefonieren, simsen und unlimitiert surfen?Das geht einfach mit der O2 Testkarte. Es handelt sich dann um eine Allnet-Flat für die Telefonie, SMS Versendung und 5G Daten bis zu 300 MBit/s. Sogar ganz ohne Kündigung. Voraussetzung ist, dass in den vergangenen 6 Monaten kein O2 von dir genutzt wurde. Eine Datennutzung ist leider nur in Deutschland möglich. Zur Nutzung bekommst du eine richtige Sim-Karte.Möchtest du an zwei Tagen in einem Land deiner Wahl 1 Gigabyte Datenvolumen haben?Das bietet Kolet durch eine Kooperation mit Fluggesellschaften in über 140 Ländern an. Voraussetzung ist, dass dein Gerät eSIM fähig ist und du die Kolet App benutzt.Links und Infos zu den Angeboten findest du in den ShownotesIch bekomme von beiden Anbietern nichts für deren Erwähnung.Links:GMX- Pressemitteilung und Titelbildquelle: https://newsroom.gmx.net/2024/11/26/gmx-startet-freephone-kostenloser-mobilfunk-tarif-mit-3-gigabyte-datenvolumen/- Kurzanleitung zum Tarifbuchen: https://www.gmx.net/handy/freephone/?mc=05553122- Faq: https://freephone.gmx.net/faq/vertrag#7059O2- https://www.o2online.de/e-shop/tarif/netz/o2-testkarteKolet- 1 GB Angebot: https://klm.shop.kolet.com/en/destinations?gift=true- Android App: https://play.google.com/store/apps/details?id=com.ody.consumer.app- iOS App: https://apps.apple.com/cm/app/kolet-esim-de-voyage/id6471825242Gibt es einen Tipp den ich noch nicht habe? Schreibe ihn mir gerne per Mail: 4lau@gmx.deMeinen Bluesky Account mit kurzfristigen Tipps findest du hier: https://4lau.bsky.socialDie Datenschutzerklärung und das Impressum findest du auf der Homepage unter shows.acast.com/4-lau/about Hosted on Acast. See acast.com/privacy for more information.

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.

Eduardo Ronzano, CEO et cofondateur de Kolet, était l'invité de François Sorel dans Tech & Co, la quotidienne, ce mercredi 27 novembre. Il s'est penché sur Kolet, notamment le fonction de ses eSIM, le prix de date plus raisonnable, ses particularités , et son partenariat Air France sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez la en podcast.

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.

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 Highlights00:00 Introduction and Disclaimer00:20 Guest Introduction: Ilan Kolet01:38 Market Overview: 2024 Insights02:25 Fed's Decision and Implications04:14 Productivity Expansion in the U.S.09:05 Comparing U.S. and Canadian Economies13:31 NABE Conference Highlights22:47 Divergence in US and Canadian Monetary Policies23:21 Strategic Use of the Canadian Dollar24:58 Impact of Interest Rate Differentials25:48 Canada's Economic Growth Drivers29:11 Decoupling of the Canadian Dollar from Oil Prices31:28 US Shale Revolution and Its Implications32:31 China's Economic Influence on Canada33:49 Tactical Asset Allocation Strategies37:44 Impact of US Election on Economic Policies40:57 Fixed Income and Commodities Exposure45:28 Ongoing Research and Portfolio Adjustments48:32 Conclusion and Final ThoughtsCopyright © AdvisorAnalyst.com

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.

Plus qu'un podcast, aujourd'hui nous vous proposons un cours accéléré du marketing et de la publicité

In this episode of the Insight is Capital podcast, Ilan Kolet, an Institutional Portfolio Manager in Fidelity's Global Asset Allocation team, discusses the current investment landscape, focusing on the divergence between the Canadian and U.S. economies, the significance of productivity growth, and the strategic inclusion of liquid alternatives in investment portfolios. Kolet highlights the U.S. economy's remarkable growth compared to other G7 countries and emphasizes the potential of a productivity expansion in the U.S. to enhance economic growth without stoking inflation. The conversation also covers Fidelity's decision to incorporate liquid alternative strategies into their managed portfolio suite, aiming to improve diversification and risk-adjusted returns for investors. This move reflects a deliberate and research-based approach to portfolio construction, underscoring Fidelity's commitment to innovation while maintaining a cautious and incremental investment strategy.Timestamped Highlights00:00 Catching Up After a Long Time00:30 Divergence Between Canada and the U.S.04:50 The Importance of Productivity07:47 Stocks and Bonds Performance10:12 Understanding Productivity Growth16:39 Implications for Monetary Policy20:14 Introduction and Episode Overview21:04 Current Market Positioning26:56 Incremental Investment Approach27:06 Valuation and Sentiment in Investment Decisions28:14 Comprehensive Global Asset Allocation Strategy29:17 Manager Selection and Diversification29:56 Rigorous Evaluation and Tactical Decisions30:58 Challenges for Advisors35:57 Balanced Fund of the Future36:30 Inclusion of Liquid Alternatives40:44 Democratizing Access to Alternative Investments53:52 Strategic and Methodical Investment Decisions55:04 Concluding Thoughts and Future Plans

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.

A Kolet permite subscrever um plano de dados móveis em mais de 130 países, através de um único eSIM (cartão SIM digital). Esta startup francesa está a acelerar o seu crescimento através de parcerias com empresas do setor de viagens. 

A Kolet permite subscrever um plano de dados móveis em mais de 130 países, através de um único eSIM (cartão SIM digital). Esta startup francesa está a acelerar o seu crescimento através de parcerias com empresas do setor de viagens. 

A Kolet permite subscrever um plano de dados móveis em mais de 130 países, através de um único eSIM (cartão SIM digital). Esta startup francesa está a acelerar o seu crescimento através de parcerias com empresas do setor de viagens. Para acelerar o seu crescimento, a Kolet está a fazer parcerias para promover a sua solução através de empresas do setor de viagens. Saiba mais sobre inovação e nova economia em supertoast.pt. 

Kolet is a new French startup created by four experienced co-founders in the French tech ecosystem that wants to make it easier to stay connected when you travel. Learn more about your ad choices. Visit megaphone.fm/adchoices

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.

Ilan Kolet, Institutional Portfolio manager in Fidelity's Global Asset Allocation Team, joins us to discuss the most important questions he and his team mates, David Wolf and David Tulk have been fielding at the start of 2024. We delve into the unexpected shifts in monetary policy led by the Federal Reserve and mull over the repercussions of potential rate cuts on inflation volatility, weaving through the intricacies of the Fed's data-driven stance and 'pivot' toward a less restrictive monetary environment.In the context of historical reflections and economic projections, Kolet elaborates on the team's optimism regarding the US market, supported by a belief in a productivity boom that dallies with the possibility of economic prosperity, low inflation, and equity strength. We get into Canadian fiscal policy, where Kolet voices concerns about Canada's macroeconomy potentially trailing in equities and fixed income, and how the team is allocating to Canada. Kolet sheds light on the team's investment strategy, from high-conviction underweights and overweights to the complexities and nuances of handling asset allocation.Throughout the episode, it's clear that the core of the discussion isn't merely the transactional aspects of investment but relates to the broader challenges advisors face when reconciling market complexities with client needs. The episode provides Fidelity's highest conviction global asset allocation guidance through the labyrinth of 2024's financial mixed and uncertain landscape.

A killer Rekids workout from Hilit Kolet, lovely trancey Balearicness from Canada's Jex Opolis, a classy Ron Trent remix on Night Time Stories, chuggers on Razor-N-Tape, classics from X-Press 2 and Milton Jackson... Catch me next: Feb 24 - Balearic London [FREE TICKETS] @ Paper Dress Vintage, London Turned On is supported by my Patreon followers. If you want to show your love for my podcast and what I do, you can subscribe to my Patreon for less than 50p per episode to support me and in return you can enjoy perks like guestlist benefits for my gigs, free downloads of my edits before anyone else, exclusive previews of my tracks, feedback on your tracks if you're a producer. All the money raised here goes back into buying music for the show. If you want to support me in another way, please give this podcast a 5-star review, repost it on Mixcloud or SoundCloud or buy/stream my music. Follow me on Songkick to receive alerts when I'm playing near you  Bookings: info@bengomori.com Discover more new music + exclusive premieres on SoundCloud  Follow the Turned On Spotify playlist, with 1000s of tracks played on this show and in my sets. Turned On is powered by Inflyte – the world's fastest growing music promo platform.   *** Mahogany - Ride The Rhythm (Dub Mix) [West End Records] Max Essa & Eddie C - Melon Steppin' [Razor-N-Tape] Max Essa & Eddie C - Save Me [Razor-N-Tape] Prince - 17 Days (Nenor Edit) [Fossils] Ash Walker - Afronaught (Ron Trent Remix) [Night Time Stories] Milton Jackson - The Rhythm Track [Freerange Records] Craig C - We Can Make It [Craig C Recordings] Green Velvet - Answering Machine (X-Press 2's Direct Line Mix) Jex Opolis - Wide Awake (Dub) [Jex Opolis]  Jex Opolis - Authentic (Intoxication Mix) [Jex Opolis] Future Classic: Hilit Kolet - Hot Mess (Even Hotter Mix) [Rekids]

Today we welcome Institutional portfolio manager Ilan Kolet as he discusses the Global Asset Allocation Team's positioning for Fidelity managed portfolios in 2024. Ilan discusses the differences in performance between a Balanced Fund and a Guaranteed Investment Certificate, or GIC, in Canada. Balanced Funds performed far better by the end of 2023 than in the year prior, surpassing the GIC. The risk adjusted return that can be provided in multi asset class funds has now become a better prospect for longer-term investors, although the GIC could still benefit those with a shorter investment horizon. Ilan explains how Canada's upcoming productivity prospects and how they differ from the United States. While America's productivity has been on a steep incline that does not look to be slowing down, Canada's standard of living has not improved since the nineties with no major changes in the near future. The track record for each country is very telling regarding this year, and Canada does not have America's airtight labour market or declining inflation that would solidify a notable increase in potential growth. Ilan covers the current housing shortage present In Canada, claiming it to be out of balance in terms of consistently low rates, lack of oversight of foreign investments and more. Recorded on January 15, 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 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.

Today on the program we check in with Institutional portfolio manager Ilan Kolet as he gives us his thoughts on the last Bank of Canada rate announcement of 2023, and what he sees in store for the New Year. The BoC kept its policy rate unchanged at 5 per cent, but it also warned that rate hikes aren't off the table in 2024. Ilan says the expectation for next year is that discretionary consumer spending will continue to pull back as many Canadians want to ensure their principal mortgage gets paid. The more pullback you see could signal an upcoming recession. The US is experiencing a different story as the labour market remains tight  and inflation slows down, plus the mortgage structure in the US is very different compared to Canada. Ilan says the Global Asset allocation team remains underweight Canadian equities. He adds with serious macroeconomic headwinds, he believes Canada will lag. The team is overweight US equities and underweight the Canadian dollar and overweight the US dollar hoping this will be a shock absorber for the fund. This podcast was recorded on December 12, 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.

Join us for this enlightening conversation with Ilan Kolet, Institutional Portfolio Manager, Global Asset Allocation Team, at Fidelity Investments, as we delve into the economic outlook for 2024. Kolet provides invaluable insight into the Canadian and US economies, the housing market, investment strategies, and inflation protection. We explore the impact of interest rates, consumer spending, and central bank policies on investments. Kolet's expertise sheds light on asset allocation, portfolio diversification, and the potential implications of elevated inflation rates, making this episode an absolute must-listen.Timestamped Highlights:[00:00] Introduction - career - Bank of Canada, under Dodge and Carney, to Bloomberg, then Fidelity in Boston.[05:24] Thoughts on Market optimism.[12:10] Potential US economic growth boosted by technology.[17:36] Labor market shows resilience and interest concerns.[23:19] Reduced consumer spending leads to economic impact.[29:47] Asset allocation process involves feedback from managers.[33:03] Elevated rates causing financial stress in Canada.[38:11] Diversifying and explaining investments to numerous clients.[43:33] Services drive inflation, labor market drives expenses.[48:45] US government faces challenges in refunding debt.[57:25] Researchers on Wellington acknowledge economic sensitivities, rates outlook.[01:02:28] Leverage negative sentiment, be cautious in exuberance.[01:06:15] Questioning fixed income view, cash overweight strategic.[01:10:13] Investors have many short and long-term options.[01:17:30] Working with talented teams on global research.Where to find Ilan Kolet, Fidelity Investments:Fidelity Investments Canada - Asset Allocation QuarterlyBioIlan Kolet on LinkedinGlobal Asset Allocation Team - Fidelity Investments

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.

Del 5. Många länder lovar nu att fasa ut kolet, men andra vill fortsätta bryta och elda det mest klimatskadliga bränslet. Att lämna kolet bakom sig är svårt, det vet man inte minst i Storbritannien. Lyssna på alla avsnitt i Sveriges Radio Play. Var fjärde britt beräknas bo ovanpå någon av de gruvgångar som grävdes fram i landets tiotusentals gruvor. Samhällena dominerades fullständigt av kolet och facket löste tvister, och ordnade fritidsaktiviteter och festligheter. Framför allt gav kolet arbete och trygghet.När vi nu besöker kolbygderna i nordöstra England ser vi inte många spår av själva kolgruvorna, men däremot slitna och övergivna små städer med igenspikade hus. Här har istället en av landets största bilfabriker öppnat, där elbilar och batterier tillverkas.Vad och vilka måste offras på vägen ut ur den fossila fällan? I programmet hörs: Ray Hudson, professor emeritus i geografi, specialiserad på kolets ekonomi och politik, Durham University, Mike Ward, f.d. curator, Grampian Transport Museum, Alford.Programmet är en repris från november 2021. ReporterBjörn GunérProducentPeter Normark

Del 3. Att gå till jobbet, passa tider, resa och att ha fritid är nytt för människan på 1800-talet. Det var fossila bränslen som födde hela denna nya livsstil. Lyssna på alla avsnitt i Sveriges Radio Play. Den industriella revolutionen och utvecklingen av järnvägar och ångfartyg på 1800-talet satte fart på de fossila utsläppen från kolet som eldades, men bidrog också till att ställa om hela samhället, med lönearbete och massproduktion på fabriker och helt ny pålitlighet för transporter som blev oberoende av vädret och nu kunde börja följa tidtabeller. Mycket av detta har levt kvar in i vår tid och bidrar till att det nu är svårt att ställa om. Dessutom finns all den koldioxid som släpptes ut under 1800-talet kvar i atmosfären. Men var det en oundviklig utveckling eller hade det kunnat gå annorlunda?- Den tidens människor valde inte att hamna här i smogen lika lite som vi har valt att leva under klimatkrisen, säger Sarah Baines på The Science and Industry Museum i Manchester. Men, säger hon, det är viktigt att inte se en utveckling som oundviklig, allt handlar om ett antal beslut som människor och samhällen fattar, och framför allt så har vi idag möjligheten att tänka annorlunda och fatta bra beslut för vår framtid utifrån den kunskap vi har, menar hon.Det här är tredje delen i serien "Den fossila fällan - hur vi skapade klimatkrisen".Medverkande: Arne Kaijser, professor emeritus i teknikhistoria, KTH; Mikael Höök, docent i naturresurser och hållbar utveckling, Uppsala Universitet och Sarah Baines, curator of engineering, The Science and Industry Museum, Manchester.Programmet är en repris från 25/10 2021.Reporter: Björn Gunérbjorn.guner@sr.seProducent: Peter Normarkpeter.normark@sr.se

Del 1. Redan strax efter Kristi födelse bröt och använde romare fossilt kol i närmast industriell skala i England, och tog därmed det kanske första kända steget på vägen mot dagens klimatkris. Lyssna på alla avsnitt i Sveriges Radio Play. När man ser en bit stenkol är det inte självklart att man förstår att den kan brinna, och ännu mindre att den skulle kunna orsaka klimatförändringar. Men en gång i tiden måste en sådan svart sten hamnat i en brasa och tänt en första mänsklig aptit för fossila bränslen, som sedan växt in i vår moderna tid.Vi besöker kolfälten i norra England där det hela kan ha börjat, och där det finns tydliga spår på att redan romarna bröt och eldade fossilt kol på vad arkeologen Andrew Birley kallar industriellt sätt. Vid fortet Vindolanda bröt romarna också metaller som de använde kolet för att bearbeta, och Birley menar att fossilt kol till och med var viktigt i bygget av Hadrianus mur, som än idag är det största byggnadsverket i Storbritannien.Det här är första delen i serien "Den fossila fällan - hur vi skapade klimatkrisen".Medverkande: Arne Kaijser, professor emeritus i teknikhistoria, KTH; Ray Hudson, professor i geografi vid Durham University, och Andrew Birley, chef för de arkeologiska utgrävningarna vid Vindolanda.Programmet är en repris från 18/10 2021. Reporter: Björn Gunérbjorn.guner@sr.seProducent: Peter Normarkpeter.normark@sr.se

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.

On May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity's portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. Fidelity's Global Asset Allocation team manages multi-asset class funds for Canadian investors, approximately $80 billion in assets, and today we'll hear from portfolio managers David Wolf, David Tulk, and institutional portfolio manager Ilan Kolet, in their FOCUS2023 session, joining host Kathryn Black. Among several other topics in today's 30-minute discussion, we'll hear the team's perspectives on inflation and rates, and how their experiences working at the Bank of Canada gives them an edge as an asset allocator. The panel expands on how protecting investors capital is important, and they'll explain how their market outlook has affected positioning across their various funds. They also take questions from the live audience. Recorded on May 11, 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.

Statistics Canada has reported that the annual inflation rate slowed to 4.3% in March. This is the lowest level since August 2021, and off the highs of February's 5.2%. Does this latest data support the Bank of Canada's decision to pause? And what does it mean for interest rates, and the real economy moving forward? Institutional portfolio manager Ilan Kolet is today's guest, sharing his outlook on inflation and what he's optimistic about in the months ahead. With host Pamela Ritchie, Ilan provides a deep dive into the key points explored in the Global Asset Allocation team's recent white paper, which includes a look at where inflation is now, and where is it likely heading. This in the context of central bank policy. Ilan also explains why the team doesn't believe that rate decreases are on the horizon. We'll also hear Ilan's thoughts on the labour market, opportunities in emerging markets, the role of currencies in asset allocation, and much more on today's show. Recorded on April 18, 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.

Inflation, recession fears, and the optimal stocks and bonds balance in one's portfolio are top of mind for investors in 2023. Who better to address this and more today than Fidelity's Global Asset Allocation team? On today's podcast, we'll hear from portfolio managers David Wolf, David Tulk, and institutional portfolio manager Ilan Kolet. Their working relationship extends well beyond their tenure at Fidelity – the three of them met years ago while working at the Bank of Canada. Today, the GAA team manages nearly $80 billion in multi-asset funds for Canadian investors, while the overarching Fidelity GAA group manages $200 billion. Today the team sits down with host Kelly Creelman, SVP Products and Marketing, to dive into who they are, and what they manage, and touch on the topics on the minds of investors today. 'What they manage' includes the Fidelity Managed Portfolios suite of funds. We'll hear about the similarities and differences between the products, including how to determine which product is the right fit for you. Today's podcast was recorded in front of a live audience during Fidelity Canada's Vision 2023 event. The panel also fields questions from the audience. Please note you will hear references to a few slides displayed in the room. Recorded on January 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.

Early January's jobs data out of the U.S. showed a smaller-than-expected increase in wage growth and a soft reading on service-sector activity for the month of December. The data came just days after the release of December's FOMC minutes, which highlighted that the Fed is on track to keep rates high. But just how high will policy interest rates have to go? How is Fidelity's Global Asset Allocation team responding to the current economic and monetary policy environment within their multi-asset class funds? To offer his insights on all this and more, we're joined by Ilan Kolet, Institutional Portfolio Manager. Ilan notes that wage growth remains exceptionally robust in Canada and the U.S. – which leads to higher prices for goods and services passed on to the consumer. They also discuss inflation's effect on the traditional 60/40 portfolio, with Ilan drawing comparisons between 2022 and the 1970s environment. He shares that commodities do well in the presence of elevated inflation. The Fidelity Inflation-Focused Fund was positioned in commodities throughout 2022. On the topic of positioning, we'll also get an update from Ilan on the Fidelity Managed Portfolios, which includes some defensive positioning currently. Another key takeaway is Ilan noting that 2023 is an important year to closely follow Central Bank communication. More on this and more coming up. Recorded on January 9, 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.

On today's podcast we're bringing you insights from 3 reoccurring guests – portfolio managers David Wolf and David Tulk, with institutional portfolio manager Ilan Kolet. David, David and Ilan actually met years ago while working at the Bank of Canada. Together today they manage $80 billion for Canadian investors, while the overarching Global Asset Allocation team they are apart of manages $200 billion of assets. Today they join host Pat Bolland to share who they are and what they manage. Additionally they'll unpack inflation and the possibility of a recession, among other topics. This discussion was recorded in front of a live audience at a recent event for financial advisors, with the panel fielding questions from the audience, and also displaying a few slides. Recorded on December 8, 2022. 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.

On October 13-14, Fidelity Investments Canada proudly hosted an in-person event for financial advisors featuring several Fidelity portfolio managers and subject-matter experts. On today's FidelityConnects podcast we're bringing you one of these sessions, featuring a panel discussion. Moderator Pat Bolland is joined by Global Asset Allocation team members David Wolf, David Tulk and Ilan Kolet. The Global Asset Allocation team run many funds for Canadian investors, totalling $80B and they are part of a bigger group out of the U.S. that run over $800B – an impressive number. If you've listened to our podcast before you've likely heard from one of these three guests, and we're fortunate to have the three of them on today's show, joining Pat. We'll hear about their investment process, an overview of the funds managed, thoughts on the current market cycle, and much more in today's 40-minute discussion. The panel also takes questions from the audience, and please note, as this was originally presented as a discussion at a live event, there were a few slides displayed to the live audience. Recorded on October 13, 2022. 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.

Frequent guest Ilan Kolet is back with us again today. Ilan is an institutional portfolio manager on Fidelity's Global Asset Allocation team who manage several funds for Canadian investors, including the Fidelity Managed Portfolio suite of funds. We caught up with Ilan the week after the U.S. Federal Reserve's Jackson Hole Economic Symposium. Ilan looks at key takeaways, and unpacks what this has meant for the U.S. equity markets, and what may be next for inflation, rates, and possible recession. A few findings include hiring may slow and unemployment drifting higher in the U.S., services prices being largely determined by the labour market and wage growth, and the Fidelity Managed Portfolios continuing to hold Treasury Inflation-Protected Securities (TIPS) as inflation protection. Recorded on August 29, 2022. 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 we'll hear from two members of Fidelity's Global Asset Allocation team who should be familiar names to our podcast audience. This discussion was recorded at a recent live event, with host Gord Thomson joined by portfolio manager David Tulk and institutional portfolio manager Ilan Kolet, on stage in Vancouver in front of an advisor audience. David and Ilan field questions from the live audience, provide a positioning update on the several funds the team manages, and share their unique perspectives on the current market landscape. Recorded on August 16th at Fidelity Canada's recent Focus 2022 event in Vancouver. 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.

Canadian inflation for the month of June has come in at 8.1% - slightly lower than the 8.4% expected by economists. While this month's figure does provide some relief that the acceleration hasn't been as bad as economists were expecting, inflation is sitting above 8% for the first time since the early 1980s. So how should we interpret core inflation rising 5% from May? Today's guest, Ilan Kolet, is here to answer that question. Ilan is an institutional portfolio manager on Fidelity's Global Asset Allocation Team. His prior roles with Fidelity Investments (U.S.), Bloomberg, and the Bank of Canada, make him the perfect guest to analyze inflation. Recorded on July 20, 2022. 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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics' Advisor Digital Experience Study.

On June 15th, the Federal Reserve hiked its key benchmark interest rate by 75 basis points - the highest rate hike since 1994. Stocks immediately rallied following the announcement, as the aggressive hike signalled an inflation slow-down, which could ultimately end fears of a recession. But then, markets were drastically in the red the next day, which is when host Pamela Ritchie spoke with today's guest, Ilan Kolet. Ilan is an Institutional Portfolio Manager on Fidelity's Global Asset Allocation Team, and unpacks what this rate hike means from an investment perspective, what might be coming next from the Federal Reserve, and what else is happening globally. Ilan believes the reports and data are showing that inflation will be stubbornly elevated for a while, and reminds us of three questions to ask when understanding inflation: What's happening? Why should we care? And what are we doing about it? Additionally, Ilan comments on supply chains, housing, and why transparency from central banks is important, among other topics. Recorded on June 16, 2022. 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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics' Advisor Digital Experience Study.

Fidelity's Global Asset Allocation team manages over eighty billion dollars for Canadian investors. On today's podcast, host Pamela Ritchie welcomes portfolio managers David Wolf and David Tulk, and institutional portfolio manager Ilan Kolet. The panel discusses how they're positioning their various funds against today's inflationary backdrop, shares the investment approach of their funds, and introduce a newly launched fund to the lineup. This discussion was recorded during our recent Focus 2022 event on May 17th in Vancouver, with the GAA team also taking questions from the live and virtual audience. This podcast may be of interest to both investors and financial advisors. Advisors are encouraged to watch full video replays of the event by visiting fidelity.ca or reaching out to your Fidelity representative. Recorded on May 17, 2022. 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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics' Advisor Digital Experience Study.

With inflation at a 40 year high and more interest rate hikes to come, consumers are feeling the pinch as the cost of gas, groceries and housing continue to skyrocket as we've seen in recent months. Here at home, unsustainable household debt is also a major issue plaguing Canadian families, and the cost of servicing this debt only continues to rise. Joining us today to unpack what all of this means from an investment perspective is Ilan Kolet, Institutional Portfolio Manager on Fidelity's Global Asset Allocation team. Ilan shares how the GAA team is responding to the current economic and monetary policy environment within their multi-asset class funds. This includes their funds being overweight to commodity producers. Ilan also reflects on where we are in the cycle, and looks at the Canadian housing market. Recorded on April 19, 2022. 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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics' Advisor Digital Experience Study.

Ilan Kolet joins us today for a timely discussion on tackling inflation and higher interest rates. Ilan is an Institutional Portfolio Manager in Fidelity's Global Asset Allocation group, and he'll share why we're seeing the highest inflation rate since the 1980's and looks at how inflation is likely to evolve. He notes the team is looking at changes in underlying data, what's happening with supply chains, and the labour market including how wages affects the price of the good or service. Ilan also looks at how inflation could affect value and growth stocks differently, and how the Global Asset Allocation team builds balanced portfolios that include assets that have traditionally protected against inflation. Additionally, Ilan discusses currencies, and correlations between commodity prices and the Canadian dollar. Recorded on March 10, 2022. 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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics' Advisor Digital Experience Study.

DJ to some of London's best nights, a classically trained musician and long-time face of Soho's legendary Black Market Records, Hilit Kolet is the need-to-know artist ready to take the world by storm. Her debut production, ‘Techno Disco', came out on Defected in fall 2021 and is loved and supported by Jovonn, Todd Edwards, Harry Romero, Heidi Lawden, John Summit, Roger Sanchez, Terry Farely, Riva Starr, Syreeta and many more. It reached #1 on Music Week's Upfront Club Chart, #1 on Traxsource's House chart and #3 on Shazam's UK discovery chart, making it one of 2021's biggest records. Hilit is also known for her hi-octane DJ sets and has wowed the crowds at XOYO, Ministry of Sound, Egg Club, Dalston Superstore in London, Renate, Sisyphons, Ritter Butzke in Berlin and elsewhere around the globe. "I originally had a different concept for this mix in mind but then the gutting news from Ukraine came in and I tossed it out; instead, I just wanted to jam. Blasting out loud dance music of all sorts had been my way of coping with life as a child, and in that sense, it's still how I deal with sh!t to date, so yesterday I took advantage of this mix and let it out. This is the result - house and techno with a dash of disco, a ton of passion, and a message of love to this world." - @hilitkolet

David Wolf, David Tulk, and Ilan Kolet are today's panel guests, speaking with host Pat Bolland. The Global Asset Allocation team oversees of $83B in multi-asset funds for Canadian investors. These funds, including the Fidelity Managed Portfolio suite, have various mandates and strategic allocations, resulting in many choices for individual investors. Today the panel shares the differences between their funds and how the funds are assembled. Also, how they see the current market landscape, and portfolio positioning in 2022. This Includes continuing to monitor inflation, and looking to protect against inflation concerns. Other topics discussed today include geopolitics, emerging markets, supply chain concerns, and the fixed income market. Recorded on January 26, 2022. 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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics' Advisor Digital Experience Study.

Del 5. Många länder lovar nu att fasa ut kolet, men andra vill fortsätta bryta och elda det mest klimatskadliga bränslet. Att lämna kolet bakom sig är svårt, det vet man inte minst i Storbritannien. Var fjärde britt beräknas bo ovanpå någon av de gruvgångar som grävdes fram i landets tiotusentals gruvor. Samhällena dominerades fullständigt av kolet och facket löste tvister, och ordnade fritidsaktiviteter och festligheter. Framför allt gav kolet arbete och trygghet.När vi nu besöker kolbygderna i nordöstra England ser vi inte många spår av själva kolgruvorna, men däremot slitna och övergivna små städer med igenspikade hus. Här har istället en av landets största bilfabriker öppnat, där elbilar och batterier tillverkas.Vad och vilka måste offras på vägen ut ur den fossila fällan?   I programmet hörs: Ray Hudson, professor emeritus i geografi, specialiserad på kolets ekonomi och politik, Durham University, Mike Ward, f.d. curator, Grampian Transport Museum, Alford.Programmet är en repris från 9/11 2021. Reporter Björn GunérProducent Peter Normark

Del 3. Att gå till jobbet, passa tider, resa och att ha fritid är nytt för människan på 1800-talet. Idag ser vi det här och massproducerade varor som självklara delar av vår vardag, men vi tänker kanske inte på att det var fossila bränslen som födde hela denna nya livsstil, och att det kan göra det svårare att bryta klimatutvecklingen. Den industriella revolutionen och utvecklingen av järnvägar och ångfartyg på 1800-talet satte fart på de fossila utsläppen från kolet som eldades, men bidrog också till att ställa om hela samhället, med lönearbete och massproduktion på fabriker och helt ny pålitlighet för transporter som blev oberoende av vädret och nu kunde börja följa tidtabeller. Mycket av detta har levt kvar in i vår tid och bidrar till att det nu är svårt att ställa om. Dessutom finns all den koldioxid som släpptes ut under 1800-talet kvar i atmosfären. Men var det en oundviklig utveckling eller hade det kunnat gå annorlunda?- Den tidens människor valde inte att hamna här i smogen lika lite som vi har valt att leva under klimatkrisen, säger Sarah Baines på The Science and Industry Museum i Manchester. Men, säger hon, det är viktigt att inte se en utveckling som oundviklig, allt handlar om ett antal beslut som människor och samhällen fattar, och framför allt så har vi idag möjligheten att tänka annorlunda och fatta bra beslut för vår framtid utifrån den kunskap vi har, menar hon.Det här är tredje delen i serien "Den fossila fällan - hur vi skapade klimatkrisen".Medverkande: Arne Kaijser, professor emeritus i teknikhistoria, KTH; Mikael Höök, docent i naturresurser och hållbar utveckling, Uppsala Universitet och Sarah Baines, curator of engineering, The Science and Industry Museum, Manchester.Programmet är en repris från 25/10 2021.Reporter: Björn Gunér bjorn.guner@sr.seProducent: Peter Normark peter.normark@sr.se

Del 1. Redan strax efter Kristi födelse bröt och använde romare fossilt kol i närmast industriell skala i England, och tog därmed det kanske första kända steget på vägen mot dagens klimatkris. När man ser en bit stenkol är det inte självklart att man förstår att den kan brinna, och ännu mindre att den skulle kunna orsaka klimatförändringar. Men en gång i tiden måste en sådan svart sten hamnat i en brasa och tänt en första mänsklig aptit för fossila bränslen, som sedan växt in i vår moderna tid.Vi besöker kolfälten i norra England där det hela kan ha börjat, och där det finns tydliga spår på att redan romarna bröt och eldade fossilt kol på vad arkeologen Andrew Birley kallar industriellt sätt. Vid fortet Vindolanda bröt romarna också metaller som de använde kolet för att bearbeta, och Birley menar att fossilt kol till och med var viktigt i bygget av Hadrianus mur, som än idag är det största byggnadsverket i Storbritannien.Det här är första delen i serien "Den fossila fällan - hur vi skapade klimatkrisen".Medverkande: Arne Kaijser, professor emeritus i teknikhistoria, KTH; Ray Hudson, professor i geografi vid Durham University, och Andrew Birley, chef för de arkeologiska utgrävningarna vid Vindolanda.Programmet är en repris från 18/10 2021. Reporter: Björn Gunér bjorn.guner@sr.seProducent: Peter Normark peter.normark@sr.se

Ilan Kolet, Institutional Portfolio Manager, speaks about inflation, supply chain issues, the labour market, and Fidelity Inflation-Focused Fund in this episode. Commencing with inflation, when asked about sectors that were closed/affected by the pandemic, Ilan remarked that it should be unsurprising that we are seeing inflation in those sectors. He also notes that he and his team are seeing and recognizing what all of us are seeing in news headlines and in our day-to-day lives, adding that he is seeing prices move materially higher and not all of it being transitory. Furthermore, he notes that we have a tremendous increase in the prices of goods from a year ago, and that service inflation will dictate the path of underlying inflation over the medium term. Looking at supply chain issues, Ilan believes we shouldn't expect supply chain issues to disappear so quickly as disruptions will take longer to normalize. He also adds that Fidelity analysts estimate that these disruptions will normalize in about 18-24 months. Ilan considers the labour market exceptionally tight. He believes the way to resolve the tightness is to increase wages. Ilan also anticipates by mid-2022 we should have clearer view of the labour market, wages, and underlying service inflation. Recorded on November 24, 2021. Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_kolet_24nov.pdf

Next up on our ReBirth mixtape series is a new comer making her debut appearance at Egg London this Saturday for Gold Diggers. DJ to some of London's most exclusive nights, a classically trained musician and long-time face of Soho's legendary Black Market Records, Hilit Kolet is the need-to-know artist ready to take the world by storm. Tel Aviv born but a Londoner through-and-through, Hilit has now revealed her debut production ‘Techno Disco' with house music institution Defected, a jacking, club-ready cut which is setting dancefloors alight, from an artist who defies easy classification. Growing up in a musical home with a piano teacher Mum and a jazzholic Dad meant Hilit Kolet had rhythm for breakfast and melodies for lunch and played the piano before she could tie her shoelaces. As a teenager in Israel, she began to DJ and swiftly made it onto national prime-time radio, presenting dance music shows on TV and founding & editing the local equivalent to DJ Mag. Hilit packed her bags and booked a one-way ticket to London to pursue what she calls ‘THE DREAM', the turning point in her journey as a selector. Kickstarting her career in the industry working for MTV, she then became a key staff member of iconic vinyl retailer Black Market Records, spending every moment possible soaking up the capital's unique club culture and adding every experience to her already encyclopedic knowledge of the culture. Known for her hi-octane DJ sets, Hilit's musical wonderland seamlessly drifts between the extensive and diverse districts of house, techno, disco and electronica. Securing shows at London's best venues Egg London, XOYO, Dalston Superstore & Spiritland, to name just a few, she also holds down high-profile residencies at members clubs Chiltern Firehouse and The Ned and is well versed in the UK and international festival circuits. While Hilit says London is where her heart will always remain, she has played regular shows in Berlin and toured cities across the globe. Her debut production, ‘Techno Disco', is out now on House music institution Defected and is loved and supported by the likes of Jovonn, Todd Edwards, Sam Divine, Syreeta, Harry Romero, Roger Sanchez, Heidi Lawden, John Summit, Joseph Capriati, Terry Farely, Eli Brown, Marco Faraone, Jodie Harsh, Supernova, Riva Starr, Severino, Michelle Manetti and many others; it has already reached #1 on Traxsource's House chart and #3 on Shazam's discovery chart. With quite a few exciting studio projects & collaborations in the pipeline, it marks the next phase of Hilit Kolet's illustrious, diverse career. Play it loud, ready for her set this weekend on the Middle Floor!

Meu novo set de Techouse está no ar, agora no volume 17!

Del 5. Många länder lovar nu att fasa ut kolet, men andra vill fortsätta bryta och elda det mest klimatskadliga bränslet. Att lämna kolet bakom sig är svårt, det vet man inte minst i Storbritannien. Var fjärde britt beräknas bo ovanpå någon av de gruvgångar som grävdes fram i landets tiotusentals gruvor. Samhällena dominerades fullständigt av kolet och facket löste tvister, och ordnade fritidsaktiviteter och festligheter. Framför allt gav kolet arbete och trygghet.När vi nu besöker kolbygderna i nordöstra England ser vi inte många spår av själva kolgruvorna, men däremot slitna och övergivna små städer med igenspikade hus. Här har istället en av landets största bilfabriker öppnat, där elbilar och batterier tillverkas.Vad och vilka måste offras på vägen ut ur den fossila fällan?   I programmet hörs: Ray Hudson, professor emeritus i geografi, specialiserad på kolets ekonomi och politik, Durham University, Mike Ward, f.d. curator, Grampian Transport Museum, Alford. Reporter Björn GunérProducent Peter Normark

Del 3. Att gå till jobbet, passa tider, resa och att ha fritid är nytt för människan på 1800-talet. Idag ser vi det här och massproducerade varor som självklara delar av vår vardag, men vi tänker kanske inte på att det var fossila bränslen som födde hela denna nya livsstil, och att det kan göra det svårare att bryta klimatutvecklingen. Den industriella revolutionen och utvecklingen av järnvägar och ångfartyg på 1800-talet satte fart på de fossila utsläppen från kolet som eldades, men bidrog också till att ställa om hela samhället, med lönearbete och massproduktion på fabriker och helt ny pålitlighet för transporter som blev oberoende av vädret och nu kunde börja följa tidtabeller. Mycket av detta har levt kvar in i vår tid och bidrar till att det nu är svårt att ställa om. Dessutom finns all den koldioxid som släpptes ut under 1800-talet kvar i atmosfären. Men var det en oundviklig utveckling eller hade det kunnat gå annorlunda? - Den tidens människor valde inte att hamna här i smogen lika lite som vi har valt att leva under klimatkrisen, säger Sarah Baines på The Science and Industry Museum i Manchester. Men, säger hon, det är viktigt att inte se en utveckling som oundviklig, allt handlar om ett antal beslut som människor och samhällen fattar, och framför allt så har vi idag möjligheten att tänka annorlunda och fatta bra beslut för vår framtid utifrån den kunskap vi har, menar hon. Det här är tredje delen i serien "Den fossila fällan - hur vi skapade klimatkrisen". Medverkande: Arne Kaijser, professor emeritus i teknikhistoria, KTH; Mikael Höök, docent i naturresurser och hållbar utveckling, Uppsala Universitet och Sarah Baines, curator of engineering, The Science and Industry Museum, Manchester. Reporter: Björn Gunér bjorn.guner@sr.se Producent: Peter Normark peter.normark@sr.se

Revivez le podcast du club FG de Hilit Kolet du dimanche 17 octobre 2021

Redan strax efter Kristi födelse bröt och använde romare fossilt kol i närmast industriell skala i England, och tog därmed det kanske första kända steget på vägen mot dagens klimatkris. När man ser en bit stenkol är det inte självklart att man förstår att den kan brinna, och ännu mindre att den skulle kunna orsaka klimatförändringar. Men en gång i tiden måste en sådan svart sten hamnat i en brasa och tänt en första mänsklig aptit för fossila bränslen, som sedan växt in i vår moderna tid. Vi besöker kolfälten i norra England där det hela kan ha börjat, och där det finns tydliga spår på att redan romarna bröt och eldade fossilt kol på vad arkeologen Andrew Birley kallar industriellt sätt. Vid fortet Vindolanda bröt romarna också metaller som de använde kolet för att bearbeta, och Birley menar att fossilt kol till och med var viktigt i bygget av Hadrianus mur, som än idag är det största byggnadsverket i Storbritannien. Det här är första delen i serien "Den fossila fällan - hur vi skapade klimatkrisen". Medverkande: Arne Kaijser, professor emeritus i teknikhistoria, KTH; Ray Hudson, professor i geografi vid Durham University, och Andrew Birley, chef för de arkeologiska utgrävningarna vid Vindolanda. Reporter: Björn Gunér bjorn.guner@sr.se Producent: Peter Normark peter.normark@sr.se

DAVID GAUSA presents SUTIL SENSATIONS RADIO / N#401 TRACKLIST OCTOBER 8th 2021 / 8 OCTUBRE 2021 The first show of the 16th season 2021/22! Summer 2021 Music Recap Rathbone Place 'Be Free' - Good Company Franky Wah x Carl Cox 'We Are One' - Ministry Of Sound Saudade 'Another Life' - Ministry Of Sound Roger Sanchez x Oliver Heldens 'Another Chance' - MOS Hilit Kolet feat. Kay Elizabeth 'Techno Disco' - Defected Rufus Du Sol 'Next To Me' (Vintage Culture Extended Remix) - Rose Avenue / Reprise Love Regenerator x Eli Brown 'We Can Come Together' - Sony Dusky 'Local Newspaper' - 17 Steps Degrees Of Freedom 'I Said It Once' - 1HX Disclosure 'In My Arms' (taken from 'Never Enough' EP) - Disclosure --- TEMA DE LA SEMANA / TRACK OF THE WEEK ACRAZE 'Do It To It' - Thrive Music --- THE TECH HOUSE MINI MIX Fisher 'Just Feels Tight' - Catch & Release/Good Company Ben Kim 'Somebody To Love' - Realm Martin Ikin feat. Hayley May 'How I Feel' (Biscits Remix) - Toolroom OFFAIAH 'Up All Night' - DFTD Sofi Tukker 'Drinkee' (Vintage Culture & John Summit Extended Mix) - Ultra --- jamesjamesjames 'My Purple iPod Nano' - Shall Not Fade Love Regenerator x Solardo 'Rollercoaster' - Sony HOSH feat. Jalja 'Tighter' (Camelphat Remix) - MOS/Three Six Zero Ben Bohmer 'Fade To Blue' (taken from 'Begin Again' artist album) - Anjunadeep --- DAVID GAUSA IN THE MIX: #CANELAFINA TAKEOVER Keinemusik (Rampa, &ME and Adam Port) feat. Ali Love 'Confusion' - Keinemusik Maxinne & Lauren L'aimant 'Tell Me Something' (taken from 'Red Alert' artist album) - Toolroom gardenstate & Bien 'The Best Part' (Patrice Baumel Mix) - Anjunabeats KAS:ST 'Who's To Say What's Real' (Mind Against & Colyn Remix) - Afterlife Stephan Bodzin 'Boavista' (Innellea Remix) - Afterlife ARTBAT 'Flame' - Upperground Charles D feat. MANSHN 'Twenty Twenty' - Pryda Presents Age Of Love 'The Age Of Love' (Charlotte de Witte & Enrico Sangiuliano Remix) - Diki Records --- EL CLASICO / THE CLASSIC Massive Attack 'Unfinished Sympathy' - Virgin --- If you want to know more about DAVID GAUSA, visit: Si quieres saber mas de DAVID GAUSA, visita: http://www.davidgausa.com http://instagram.com/davidgausa http://www.facebook.com/davidgausa http://twitter.com/davidgausa http://soundcloud.com/davidgausa http://www.mixcloud.com/davidgausa http://www.youtube.com/davidgausa http://www.sutilrecords.com http://www.facebook.com/sutilrecords

Our discussions surrounding the 2021 Canadian federal election continue with another Fidelity expert panel. Peter Bowen, VP of Tax and Retirement Research, Andrew Clee, VP of Product, and Ilan Kolet, Portfolio Manager on the Global Asset Allocation team discuss the election results with host Pamela Ritchie. The panel reflects on the tax and investment implications for Canadians overall, and specifically for financial advisors. The content in this episode is suited for a financial professional audience. Personal investors are encouraged to listen to the “Canada election: Insights and analysis for investors” episode. Recorded on September 21, 2021.

Institutional Portfolio Manager for Fidelity's Global Asset Allocation team, Ilan Kolet, discusses the recent Jackson Hole Symposium and where the GAA stands on the positioning of its funds.  The annual symposium brought to light the rising concern of inflation and the tapering process that is set to begin by year end.  Ilan said from the meeting, the GAA team is thinking about three main issues: the timing around the removal of stimulus, the rising interest of inflation, and the labour market.  Ilan also discusses the level of inflation that would disrupt the equity markets and the differences and the similarities between the US Federal Reserve strategies and the Bank of Canada. Recorded on August 30, 2021.  Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_kolet_30aug.pdf

The topic of rising inflation continues to dominate headlines as June's Consumer Price Index report recorded the largest year-over-year increase in over 13 years. On today's podcast, host Pamela Ritchie is joined by Portfolio Manager David Tulk and Institutional Portfolio manager Ilan Kolet from Fidelity's Global Asset Allocation Team. David and Ilan discuss inflation and how investors can best protect their assets in an uncertain inflationary environment. David notes that purchasing assets that have a hedge against inflation risk can counteract liabilities that have some link to inflation. Ilan says that certain inflationary data will fall out at various points in time as they are temporary. He believes that increases in airfares and car rental prices, supply chain disruptions, and the labour market and service inflation will fade as we emerge from the pandemic. Ilan and David also discuss whether it is best to hedge for inflation or outperform it, noting that the asset classes that best hedge unexpected changes to the inflation rate are commodities, gold, oil, natural resource producing stocks. Recorded on August 4, 2021.

Institutional Portfolio Manager Ilan Kolet and SVP of Asset Allocation Research Dirk Hofschire discuss what rising inflation means for investment portfolios and asset allocation. Ilan talks about the dangers of inflation shock, noting that we should be more concerned with the medium-term, underlying inflation that could change things. Dirk also adds that we are currently in an environment where it is difficult to tell whether the growth is real or it is inflation since inflation is difficult to measure.  Additionally, they discuss the degree to which equitable policies are sustainable and offer insight into how real assets may play a part in asset allocation with respect to inflation protection.  Dirk comments on the economic reopening saying he believes there are many potential tailwinds as consumers are ready to spend and release their pent-up demand impulses.   Recorded on June 4, 2021

Institutional Portfolio Manager Ilan Kolet is the newest member of the Global Asset Allocation team.  He works closely with Geoff Stein, David Wolf, and David Tulk.  On this episode of FidelityConnects, Ilan provides context and an outlook on the Canadian Economy and other countries, to help understand what it all means in terms of opportunities in the market.  Ilan comments on inflation, public debt levels in Canada, and emerging markets. He also shares his thoughts on the unemployment rate globally, how it affects the market, and what this all means for Canadian investors watching financial headlines closely.  Recorded on March 26, 2021.   

2 Kolet Janssen - De maan is overal by de Bib Leuven

2 Kolet Janssen - De maan is overal by de Bib Leuven

5 Kolet Janssen - Kofi moet weg by de Bib Leuven

2 Kolet Janssen - De maan is overal by de Bib Leuven

2 Kolet Janssen - De maan is overal by de Bib Leuven

Sveriges många mossar och myrar lagrar enorma mängder kol. Men när en del av mossmarkerna dränerades för längesen, för att marken skulle bli användbar för jord- och skogsbruk, så gjorde det att de istället läcker ut massor av växthusgaser. Nu frågar sig klimatforskare om det inte vore bättre för miljön att täppa till dikena, och göra mossarna blöta igen. Vid en bäck vid Skogaryd utanför Vänersborg tar fältteknikern David Allbrand från Göteborgs universitet vattenprover och mäter flödet i bäcken. Ett lite större vattenprov och ett pH-prov. Sedan tar vi alltid ett extraprov, ett reservprov som vi fryser in. Bäcken porlar nedför slänten, innan vattenströmmen saktar av och stilla flyter vidare ut i ett brett dike, tvärs över den stora mossen strax intill. Dtt mossen är dikad, spelar en viktig roll för klimatet.   Därför undersöker forskaren Åsa Kasimir från Göteborgs universitet flödena av växthusgaser från mossen i Skogaryd. Den släpper så mycket växthusgaser, vi vill veta hur mycket det är. Vad kan vi göra för att minska de här stora utsläppen? Det är tio ton koldioxid per hektar och år, minst. Det är mycket mer från den här marken, för den är näringsrik. Därför är de dikade markerna, det är alltså människor som orsakat en ökad avgivning av växthusgaser genom att man dikat och det börjar brytas ned, det upplagrade kolet, säger Åsa Kasimir. Bördiga torvmarker som har dikats, släpper alltså stora mängder av växthusgaser: lustgas, metan och koldioxid, som går upp i luften. Men torvmossen i Skogaryd är en forskningsstation och mellan stubbarna står flera glaskuber. Från var och en av dem löper en grov slang, som ringlar sig fram till en äldre hästtrailer, parkerad i vitmossan. Åsa Kasimir lyfter på locket till en av glaskuberna. Det ser ut som akvarier. De är öppna i bottnen, så gas kommer upp från marken. I just de här mäter vi lustgas, som bildas också när kväve frigörs. Det är inte lite. Det är flera kilo om året per hektar, mer än från jordbruksmark. Det är en stor källa till lustgas. De här markerna är alltså en orsak till klimatförändring? Just det. De är en stor andel av Sveriges utsläpp! Sveriges dikade våtmarker släpper ifrån sig ungefär lika mycket växthusgaser som alla landets personbilar. Ändå är de dikade våtmarkerna bara en liten del av alla Sveriges mossar och myrar, som täcker ungefär 15 procent av landets yta, och som istället kan binda koldioxid. Med spadens hjälp får Åsa Kasimir undan de övre torvlagren. De påminner om snus. Bara nåt spadtag ner tränger vattnet upp i en brun sörja, som alltså binder kol. Det är längesen torven var vitmossa, det tog cirka 10 000 år innan den multnat i blöt och syrefri miljö. Men när nu mossen dikats, och vattennivån sjunkit, så kommer syret till och då börjar mossen brytas ned. Kolet frigörs och bildar koldioxid och andra växthusgaser. Alla bakterier och svampar som lever i jorden kan använda torven, säger Åsa Kasimir. De äter torven och andas ut koldioxid, som sipprar upp ur jorden, upp i luften. Är det därför en torrlagd mosse är problematisk ur klimathänseende? Ja. Den bryts ned av bakterier och svamp. Skälet till att svenska mossar dikades, var att göra marken användbar för jord- och skogsbruk. Markägare fick tidigare statsbidrag för att dränera våtmarker. Men synen har vänt på nyttan med våtmarker, både i Sverige och globalt. Världens torvmarker lagrar ungefär dubbelt så mycket kol som alla världens skogar. Samtidigt finns beräkningar om att dränerade våtmarker världen över läcker ut 2 miljarder ton koldioxid varje år. 2019 kom en rapport från FN:s klimatpanel om hur vi använder skogs och jordbruksmark, som pekar på vikten av att bevara och återställa våtmarkernas förmåga att binda växthusgaser. Sådana planer finns också i Sverige. Enligt ett förslag nyligen till regeringen, kan man minska koldioxidutsläppen med en miljon ton, om drygt 100 000 dikade hektar återställs till våtmarker. Men våtmarksforskaren Åsa Kasimir tycker det är i underkant, eftersom utsläppen skulle kunna minska mer, om man blöter ner mer mark. Jag tyckte det var alldeles för lite. Dessutom pekar de ut fattiga marker, som inte släpper ut så mycket växthusgaser. Ska man verkligen få nytta av återvätning, ska man ta de näringsrika markerna. Det är kanske 400-500 000 hektar i Sverige. Det skulle kunna ge väldigt stor klimatnytta istället för att ta bara 100 000 hektar fattig mark, säger Åsa Kasimir. Om dikade mossar blötläggs igen, så kan det försvåra exempelvis torvutvinning, som sker från torrlagda mossar. Svensk torv är en viktig råvara för växtodling, det säljs bland annat till odlare i Holland. Eftersom utredningsförslaget till regeringen gäller en mindre del av de dikade mossarna, anser branschorganisationen Svensk Torv att det inte är så farligt, torvnäringen kan fortsätta. Men skulle man däremot återställa alla dikade våtmarker för att få ut hela klimatnyttan, då får den svenska torvbranschen stora problem, menar Robert Wedmo, som är talesperson för Svensk Torv. Att vi blötlägger upp till en tredjedel av landets mossar, så länge vi väljer de här med höga naturvärden, är inget som påverkar branschen alls. Men skulle vi våtlägga 100 procent av alla skadade mossar i Sverige, då är det ju slut med torvbranschen. Så enkelt är det. Man kan inte både ha kakan och äta den. Då får det andra konsekvenser. Då blir det ont om torv till de professionella växtodlarna som måste hitta ett annat substrat att odla i. Det finns inte än idag. På Skogaryds försöksområde utanför Vänersborg fortsätter Åsa Kasimir undersöka vad som händer i blöta mossar. Till exempel vad för slags skog som klarar av att växa där när dikena sätts igen och marken blir blötare. Precis här, ungefär där vi står, ska det i sommar komma till ett dämme. Där vi står nu ska det vara blött så vattnet kommer vara strax under markytan. På andra sidan ska vattnet hållas ungefär en halvmeter ner, som det var tidigare och sedan ska en ny granskog planteras där. Så ni ska alltså sätta lite olika typer av skog på området? Ja vi ska försöka med annan skog där det ska bli blött; al och björk. De tål att stå där det är blött. Gran kan ju också växa där, men den växer ju sämre då. På så vis skulle den blöta mossen kunna göra ännu mer klimatnytta.  Kolet kan bindas både i mossmarken och i växterna och träden. De blöta våtmarkerna kan inte bara behålla kol, utan också hjälpa till att fånga koldioxid som redan släppts ut.  På så vis kan en mosse kompensera de utsläpp som är allra svårast få bort. Men då behöver också markägare få råd och hjälp, menar Åsa Kasimir. Det kan ju finnas motstånd från näringsidkare. Man vill fortsätta sitt skogsbruk och jordbruk som man gjort hittills. Men det finns ju andra sätt att göra det på, tror vi. Att göra det blötare och odla något vattentåligt. Så det går att kombinera klimatintresset med intresset att få förtjänster från de här markerna? Ja vi tror det. Vi vill ta reda på vad för slags växter som växer bra och få ett minimum av växthusgasutsläpp samtidigt. Vi ska ta reda på olika sätt att återväta markerna för minimum av växthusgasemissioner, kanske till och med att vi kan få ett upptag, negativ emission kallar vi det. Kan vi nå det, och ge råd till markägare vilken typ av växtlighet och produktion som ger minimum av växthusgasutsläpp, men ändå kan vara till nytta för markägarna så vore det bra, avslutar Åsa Kasimir, forskare vid institutionen för geovetenskaper vid Göteborgs universitet. Annika Digréus annika.digreus@sverigesradio.se

Är Greta Thunberg på väg att ta båten och segla åt fel håll?  Kolet fortsätter att bolma längs de nya Sidenvägarna. Kinesiska staten injicerar pengar i kolkraft till sina partnerländer och Karl Hallding på Stockholm Environment Institute förklarar varför vi borde rikta blicken österut i stället för västerut när vi våndas över klimatförändringarna. Direkt från Tibets glaciärer kommer forskaren Chen Deliang, professor i fysikalisk meteorologi vid Göteborgs universitet och ordförande vid ICSU, International Council for Science. Han ger oss en rapport om hur snabbt isarna smälter på hög höjd och om hur det var att växa upp i kulturrevolutionens Kina. Till min talkshow kommer också Ola Wong tillbaka, en riktigt bra och bitsk bisittare som också gjort många år i den kinesiska smogen.

I sex år har miljöaktivister bott i trädkojor för att rädda en uråldrig skog där ett stort brunkolsbrott ska utökas. Nu drabbar demonstranter och polis samman. Slaget om det tyska kolet är inte över.   Tysklands energiomställning - Energiewende - är omtalad världen över. Kärnkraften håller på att avvecklas, utbyggnaden av sol och vind har gått extremt snabbt tack vare långsiktiga subventioner. Och koldioxidutsläppen ska minska. Men trots Energiwende är Tyskland det land i världen som använder mest brunkol, det smutsigaste bränsle som finns. Och nu ser landet ut att missa sina utsläppsmål för både år 2020 och 2030. En kolkommission ska bestämma ett slutdatum för koleldning och hur slutdatumen ska nås.  Men energi- och miljöekonomen professor Claudia Kemfert pekar på att skogsskövlingen är onödig eftersom kolet ändå inte kommer att kunna användas om Tyskland ska bidra till Parisavtalets mål om max två graders global uppvärmningen. Eftersom Tyskland idag har ett stort elöverskott så kan de äldsta och smutsigaste kolkraftverken stänga ner utan att riskera elförsörjningen, anser hon.  Klotet är på plats i Hambacherskogen när polisen börjar riva trädkojorna så att energibolaget RWE ska kunna påbörja brytningen av brunkol. Och så försöker vi få svar på frågan om Tyskland kommer att lyckas med sin energiomställning. Programledare: Niklas Zachrisson

Tusentals gamla kolgruvor brinner världen över, och en del har brunnit i flera hundra år. Bränderna orsakar stora utsläpp av koldioxid och hälsofarliga ämnen, och är svåra och kostsamma att släcka. I nordöstra Pennsylvania i USA ligger Centralia. En gång var det en livfull stad med över 2500 invånare. Men när en kolgruva under jord började brinna på 1960-talet evakuerades staden och idag bor här bara åtta personer. Kolet brinner fortfarande några hundra meter under markytan och samhället klassas som riskområde.  Kolbranden i Centralia är bara en av tusentals gamla kolgruvor som har fattat eld. Stora utsläpp av hälsofarliga ämnen och växthusgaser gör underjordsbränderna till ett stort, men tämligen ouppmärksammat problem. Hur farliga är bränderna och hur kan man släcka dem tar vi reda på i Klotet. Gäst i programmet är Mikael Höök, Uppsala universitet. Programledare Marie-Louise Kristola Videotips: Spektakulära bränder

I veckan skedde en aktion vid Rosenbad mot Vattenfalls försäljning av kolkraften i Tyskland. Aktionen ledde till rubriker som: ”Våldsamt under aktion vid Rosenbad” och ”Starka reaktioner efter aktionen: Helt förkastligt”. Vad som verkligen hände och varför får vi höra av Julia! Stötta aktivisterna och följ dom på: Låt kolet ligga Facebook Stop coal sale

Vattenfall säljer sin kolkraft i Tyskland. Ett tjeckisk kraftbolag vill köpa. Vem gör den bästa affären? Har kolet en framtid i Europa trots klimathotet? Mikael Höök, universitetslektor vid institutionen för Geovetenskaper, Uppsala Universitet och Clarisse Kehler Siebert, forskare vid Stockholm Environment Institute diskuterar Vattenfalls framtida försäljning av brunkolsverksamheten i Tyskland med Kristian Åström och Claes Aronsson från Ekonomiekot.

"Polens guld" det svarta kolet, har länge garanterat landet låga energikostnader och energioberoende. Idag står kol för 90 procent av Polens elproduktion och drygt 100 000 människor arbetar inom kolindustrin. Men nu börjar det polska guldets glans att mattas. Gräsrotsprotester mot den hälsovådliga luften i koleldningens spår sprider sig i städerna, den inhemska kolindustrin brottas med ekonomiska problem och Polen blir alltmer beroende av Ryssland för sin energiförsörjning. Energiexperter varnar för att kolmarknaden kan vara på väg att kollapsa och att Polen måste skynda sig att ställa om energisystemet. Men hur ska det gå till? Kommer någon politiker i det kommande parlamentsvalet att våga ifrågasätta kolets dominans? Programledare: Marie-Louise Kristola

Tusentals tunnor med kärnavfall är felmärkta i Sverige och ingen vet riktigt vad som finns i dem. Strålsäkerhetsmyndigheten och Svensk Kärnbränslehantering (SKB) utreder nu vad som ska hända med avfallet som misstänks ha placerats felaktigt i SKBs lager nära Forsmarks kärnkraftverk. Klotet undrar hur detta kunde ske och vad de ansvariga ska göra med tunnorna nu? Programmet handlar också om Kungliga Vetenskapsakademin som ifrågasätter den tyska energiomställningen. Kolet har ersatt kärnkraften och gett högre klimatutsläpp hävdar de. Programledare: Marie-Louise Kristola.