Geopolitical & macro trends influencing asset allocation – Dirk Hofschire

Some of the largest questions about the direction of markets are researched by a very special Fidelity team in Boston. They set to music issues ranging from: Will the tail wind set to come from US de-regulation and the tax cuts be evident over the medium term? Or will it be a much slower process? What does the diplomacy style of Donald Trump thus far in his administration tell us about the markets’ resilience to the upsets across the geopolitical playing field? And how will interest rate policy over the rest of this year stack up against what will need to be policy under a new Fed chair - less than a year from now. Fidelity’s Director of Asset Allocation Research, Dirk Hofschire, heads up this team of 12 researchers at Fidelity. He joins today's episode to elaborate on how his team informs decision-making across the entire company.

Recorded on June 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.