Episodes

  • Fixed Income Markets

    Fixed Income Markets
    Nov 25 2025
    In this episode of The Fundamentals Podcast, Trevor Boose, CFA, Senior Institutional Portfolio Manager, sits down with Marc-André Gaudreau, CFA, Vice President, Senior Portfolio Manager, and Head of Fixed Income at Jarislowsky Fraser to discuss the shifting landscape of bond and credit markets. Marc-André reflects on the adjustment from years of near-zero rates, the impact of competing central bank priorities, and how policy shifts, fiscal pressures, and market volatility are having an effect across the curve. He highlights why flexible, benchmark-agnostic strategies are increasingly valuable for managing volatility and capturing opportunities. His key message: fixed income is more compelling today than it has been in years for investors able to stay nimble and selective.
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    22 mins
  • U.S. Equity Markets

    U.S. Equity Markets
    Oct 3 2025
    In this episode of The Fundamentals Podcast, Jordan Rasmussen, Senior Institutional Portfolio Manager, speaks with Jeremy Schaal, Managing Director and Portfolio Manager of U.S. Equities at Jarislowsky Fraser, about the U.S. equity markets in 2025. They discuss how concentrated gains in mega-cap tech and AI-driven optimism are masking underlying risks tied to high valuations, policy shifts, and infrastructure strains. The conversation also examines overlooked opportunities in consumer staples and utilities, as well as the importance of diversification and defensive positioning in uncertain times.
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    26 mins
  • An Interview with Stephen Jarislowsky

    An Interview with Stephen Jarislowsky
    Aug 12 2025
    In this special episode of The Fundamentals Podcast, Quyn Pham sits down with Stephen Jarislowsky to mark his upcoming 100th birthday. He shares candid reflections on his journey from wartime counterintelligence to building one of Canada’s leading investment firms, emphasizing ethics, discipline, and purpose over legacy. With characteristic humility, Mr. Jarislowsky discusses the principles that shaped his career and the importance of living a moral life.
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    21 mins
  • O Canada! The Case For Canadian Equities

    O Canada! The Case For Canadian Equities
    Jun 13 2025
    In this inaugural episode of The Fundamentals Podcast, Jordan Rasmussen, Senior Institutional Portfolio Manager, speaks with Charles Nadim, Head of Research and Portfolio Manager for Canadian Equities, about why Canada may be one of the most compelling — and underappreciated — equity markets in the world today. The conversation explores the structural strengths underpinning Canada's long-term performance, including world-class talent inflows and a resilient economy. Charles also shares his thoughts on the sectors primed for sustainable growth. Whether you are an institutional investor or simply interested in the Canadian market, this episode offers a fresh perspective on investing in Canada.
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    17 mins