Episodes
Wednesday Apr 17, 2024
Jurrien Timmer's global macro view – April 15, 2024
Wednesday Apr 17, 2024
Wednesday Apr 17, 2024
We’re joined again today by Director of Global Macro, Jurrien Timmer, for his global macro perspectives of the markets. He breaks down with the latest geopolitical tensions in the Middle East could mean on economies and why it’s important to have a investment plan and stick with it. Jurrien says consumer consumption remains strong even with geopolitical tensions rising. He says even though news headlines could make people nervous, he says in terms of your investments, you must remain unemotional and disciplined. Stick to the fundamentals and focus on rebalancing. Jurrien adds the market is down 2.4% the equal weighted index is down 3%, so in times like these, a diversified 60/40 portfolio will help if the stock market becomes wobbly. He also notes periods of volatility in the markets could indicate a opportune time to rebalance and move things around. As per usual Jurrien will be sharing some charts so please head to @TimmerFidelity on Twitter to follow along.
Recorded on April 15, 2024
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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.