Episodes
Wednesday Sep 07, 2022
Jackson Hole Symposium, inflation, global asset allocation, and more – Ilan Kolet
Wednesday Sep 07, 2022
Wednesday Sep 07, 2022
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.
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Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-kolet-aug29.pdf