The Fundamentals Podcast

Jarislowsky Fraser
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Decades of disciplined investing distilled into timely insights for institutional and sophisticated investors.

Episodes

  1. Private Assets

    FEB 20

    Private Assets

    In this episode of The Fundamentals Podcast, Isaac Dell, Associate Institutional Portfolio Manager at Jarislowsky Fraser, is joined by Byron Monaghan, Director of Private Assets at Scotia Global Asset Management, to discuss the growing role of private assets in portfolio construction. The conversation explores how investors should think about expected returns, liquidity trade-offs, and portfolio sizing, as well as the evolution from traditional closed-end drawdown funds toward evergreen fund structures. Isaac and Byron also examine why private markets remain relevant in 2026, highlighting current dynamics across private equity, private credit, real estate, and infrastructure, and discuss how Scotia Global Asset Management’s evergreen private asset solutions are designed to provide investors access to private markets.

    24 min
  2. Fixed Income Markets

    11/25/2025

    Fixed Income Markets

    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.

    22 min
  3. U.S. Equity Markets

    10/03/2025

    U.S. Equity Markets

    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.

    26 min

  4. 08/12/2025

    An Interview with Stephen Jarislowsky

    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.

    21 min
  5. O Canada! The Case For Canadian Equities

    06/13/2025

    O Canada! The Case For Canadian Equities

    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.

    17 min
  • 5 Episodes

About

Decades of disciplined investing distilled into timely insights for institutional and sophisticated investors.

Information

  • Creator
    Jarislowsky Fraser
  • Years Active
    2025 - 2026
  • Episodes
    5
  • Rating
    Clean
  • Copyright
    © 2025 Copyright. All Rights Reserved