With markets now expecting a fed cut in September, many investors are wondering how they might need to "adjust" their portfolios. With this possible new stance from the Fed towards lower rates, the back to office push, and the infrastructure build to support the economy of the future, like data centres, what role can real estate play in your diversified portfolio in this environment and over the long term? And how are tariffs impacting supply chains of builders and major players in the global real estate sector? To unpack the fed cut story and how this might impact various sub sectors, and to give you insights on a topic that almost every Canadian likes to talk about, Portfolio Manager Steve Buller joins today's episode. Steve manages the Fidelity Global Real Estate Fund.

Recorded on August 26, 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.