The Fundamentals Podcast

In this episode of The Fundamentals Podcast, Jeff Horbal sits down with Adam Neal, Head of Global Institutional Business at Jarislowsky Fraser, for a wide-ranging conversation about the firm’s evolution within Scotia Global Asset Management. Adam shares his perspective on preserving Jarislowsky Fraser’s investment independence and client-first culture while building greater scale, expanding fixed...

In this episode of The Fundamentals Podcast, Jordan Rasmussen, Senior Institutional Portfolio Manager at Jarislowsky Fraser, is joined by Jeremy Schaal, Managing Director and Portfolio Manager, U.S. Equities, and Christopher Knapp, Managing Director and Portfolio Manager, Emerging Markets Equities, to explore what comes after AI’s initial surge. They examine where economic value is concentrating a...

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 s...

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 ba...

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 in...

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 s...

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 perf...