Webcast – Canadian economic outlook: Signs of a new regime

September 2025

Ilan Kolet explores the impacts of changing U.S. investment sentiment on the global investment regime, and what declining consumer confidence and rising unemployment might mean for Canada’s economy.

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The opinions expressed in this webcast reflect those of the presenter(s) (or speakers(s)) and do not necessarily represent the views of Fidelity or any other person in the Fidelity organization. These opinions are subject to change at any time based upon market or other conditions and we disclaim any responsibility to update such views. Views are presented as of the date of this presentation and references to time periods (e.g., yesterday, this week) should be understood in that context. These views should not be relied on as investment advice and because investment decisions are based on numerous factors, may not be relied on as an indication of trading intent on behalf of any Fidelity product. Fidelity does not provide legal or tax advice, and you are encouraged to consult your own lawyer, accountant, or other advisor before making any financial decision. Information presented herein is for discussion and illustrative purposes only and is not a recommendation or an offer or solicitation to buy or sell any securities. Past performance is no guarantee of future results.

Authors

Ilan Kolet

Institutional Portfolio Manager

Ilan Kolet is an Institutional Portfolio Manager in the Global Asset Allocation (GAA) group at Fidelity Investments. In this role, Ilan serves as a member of the investment management team, maintaining a deep knowledge of portfolio philosophy, process and construction. He assists portfolio managers and their CIOs in ensuring that portfolios are managed in accordance with client expectations and contributes to investment thought leadership in support of the team. Ilan’s focus is Canadian asset allocation strategies.

Before assuming this role in January 2021, Ilan was the Head of Inflation and Commodities Research in the Global Asset Allocation (GAA) group at Fidelity Investments.

Before joining Fidelity in 2014, Ilan was an editor at Bloomberg News, where he contributed to coverage of the Canadian and U.S. economies. Previously, Ilan worked at the Bank of Canada as an economist covering the U.S. economy and commodity prices.

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