Drawing from Fidelity’s latest research piece titled "Elbows Up", Kolet shares why his team dialed back US equity exposure and tactically reallocated 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.

#FidelityInvestments #GlobalAssetAllocation #IlanKolet #MarketOutlook2025 #InvestingInStagflation #USExceptionalism #GoldAsAhedge #TIPSInvesting #TradeTariffs #CanadianEconomy #AdvisorPodcast #FinancialMarkets #InvestmentStrategy #RecessionRisk

In this episode of Insight is Capital, Pierre Daillie sits down with Tony Dong, founder of ETF Portfolio Blueprint and lead ETF analyst at ETF Central, for a comprehensive dive into the fast-evolving world of exchange-traded funds. Tony brings sharp insights and a dose of healthy skepticism to today’s ETF landscape—from flashy private credit products and speculative options-based funds to underappreciated core portfolio strategies like the "cockroach portfolio."

Tony pulls back the curtain on everything from buffer ETFs and zero-day options to smart beta, tax efficiency, and how to write an investment policy statement that keeps you grounded when FOMO strikes.

You’ll learn:

Chapters & Timestamps:

Featured Guest:

🔹 Is your portfolio riding the edge of chaos? Discover why diversification is back—and how to future-proof your investments before it’s too late.

📌 Chapters & Timestamps:

In this episode Som Seif, CEO of Purpose Investments, joins us to challenge common misconceptions about private markets. First, we discuss the current state of markets. Seif explains why private assets—private equity, private credit, and private real estate—are becoming essential components of modern investment portfolios. He discusses how institutional-grade private investments have become accessible to retail investors, debunks myths about risk and illiquidity, and outlines how these assets can enhance diversification, generate uncorrelated returns, and offer a more stable investment experience. Finally, we delve into how major private managers like Apollo, Pantheon, and BlueRock are taking a significant role in democratizing access to these private market opportunities.

Private markets are undergoing a seismic shift, with assets poised to surge from $13 trillion to $23 trillion in just five years. As interest rates fluctuate and the new U.S. administration reshapes the financial landscape, where should investors look for opportunities, and what risks lie ahead?

In this episode of Insight is Capital, we are joined by Ash Lawrence, Head of AGF Capital Partners, to dissect the evolving world of private equity, private debt, and hedge funds. They discuss:

As markets face volatility and uncertainty, alternative investments offer new ways to build resilient, high-performing portfolios. Don't miss this deep dive into the future of alternatives with insights from one of the industry's top experts.

Subscribe for more exclusive insights on markets, investments, and strategies that shape the financial world.

#PrivateEquity #PrivateDebt #HedgeFunds #Investing #AlternativeInvestments #Finance #WealthManagement #Markets #AGF #PrivateMarkets #EconomicTrends #FamilyOffices #FixedIncome #MultiStrategy #InvestmentTrends

📖 Did you know that nearly 1 in 5 Canadian adults struggles to read a simple sentence?

In this eye-opening episode of the Insight is Capital Podcast, host Pierre Daillie sits down with Mélanie Valcin, President & CEO of United for Literacy, to discuss the life-changing impact of literacy on individuals, families, and the Canadian economy.

We explore:

✅ The hidden literacy crisis in Canada and how it affects employment, health, and civic engagement

📍 Arcadian Loft, Toronto

🔗 Get your tickets now! 👉 gamenightforliteracy.ca

👥 Want to get involved?

🔔 Subscribe for more insightful conversations with thought leaders shaping the future of finance and society.

📈 Market uncertainty, rate cuts, U.S. exceptionalism, and a potential

💡 What happens if a 25% tariff is imposed on Canadian exports? 💡

🔥 "A 25% tariff on Canadian exports could trigger a 6% GDP shock, a

⏳ [00:00:00] Intro & Welcome – Kicking off 2025 with

✅ A Canadian Tariff Shock Could Be Devastating – Ilan warns that a

✅ U.S. Equities Are Still King – "The U.S. economy is 15% larger

✅ Higher for Longer—But Not How You Think – The consensus view on

✅ Canadian Dollar in Trouble? – “The direction of travel is lower.

✅ Alternatives Are Essential – With stocks and bonds positively

✅ The Secret Sauce: Risk-Adjusted Returns – "Portfolio construction

🎧 Listen to the full episode and get ahead of 2025’s biggest

#Markets #Investing #Finance #Economy #InterestRates #PortfolioManagement #WealthManagement #Stocks #Bonds #Canada #USMarkets #Alternatives #Fidelity #Tariffs #MacroEconomics

In this episode, host Pierre Daillie dives into the essentials of marketing success with Samantha Russell, Chief Evangelist at FMG Suite. Samantha shares her expert insights on how financial advisors can thrive in a digital-first world, where competition is nationwide, and the rules of client acquisition are constantly evolving.

👉 FMG 2025 Marketing Guide for Financial Advisors

Samantha Russell is a marketing trailblazer with a passion for empowering advisors to excel in a competitive digital landscape. As Chief Evangelist at FMG Suite, Samantha has transformed how advisors approach growth through modern tools, strategies, and expertise.

📍 Connect with Samantha:

🔗 Visit us at advisoranalyst.com

👍 Like this video? Don’t forget to LIKE, SUBSCRIBE, and SHARE with your network!

In this episode of Insight is Capital, we’re joined by Tony Davidow, Senior Alternatives Investment Strategist at Franklin Templeton Institute and author of the soon-to-be-released Private Markets: Building Better Portfolios with Private Equity. Tony shares his expert insights on the revolution in private market investing and why it’s reshaping wealth management.

• Rethinking the 60/40 Portfolio: Why traditional strategies are no longer enough in today’s volatile markets.

0:00 - Welcome & Introduction

• Tony Davidow on LinkedIn: Link

In this episode of Insight is Capital, Pierre Daillie welcomes Barbara Stewart, CFA, a renowned global researcher, author, and former portfolio manager, to discuss her latest white paper, 'Women and Alts: A Global Perspective.' Commissioned by Kensington Capital Partners, the in-depth 83-page research paper explores the alt gender gap and the barriers preventing women from investing in alternative assets. Barbara shares insights from her extensive interviews with 52 global finance leaders, highlighting the need for improved information, network access, and inclusive marketing strategies. She emphasizes the importance of tailored marketing approaches and encourages women to begin investing, stressing the significance of understanding risks and making informed decisions. You can download the entire enlightening research report (and guide), full of detailed and universally practical tips and insights into the blossoming market for alternative investments, below.

Copyright © AdvisorAnalyst