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We’re in the early innings of the tariff impact unfolding. As markets continue to shift, investors are re-evaluating their exposure across geographies, sectors, and asset classes. On this episode, we’ll explore how investors are navigating volatility - and how a lifecycle strategy can help keep clients stay on track toward their retirement goals. We’ll also unpack inflation, tariffs, and currency positioning, and what they mean for retirement-focused portfolios like the Fidelity ClearPath Target Date funds. Joining today's episode to share those insights is Jon Knowles, Institutional Portfolio Manager on Fidelity’s Global Asset Allocation team.
Recorded on August 21, 2025.
At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
By Fidelity Canada4.9
88 ratings
We’re in the early innings of the tariff impact unfolding. As markets continue to shift, investors are re-evaluating their exposure across geographies, sectors, and asset classes. On this episode, we’ll explore how investors are navigating volatility - and how a lifecycle strategy can help keep clients stay on track toward their retirement goals. We’ll also unpack inflation, tariffs, and currency positioning, and what they mean for retirement-focused portfolios like the Fidelity ClearPath Target Date funds. Joining today's episode to share those insights is Jon Knowles, Institutional Portfolio Manager on Fidelity’s Global Asset Allocation team.
Recorded on August 21, 2025.
At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

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