Andrew Clee
11 Podcast Episodes
March 2023 state of the markets – Andrew Clee
March 2023 state of the markets – Andrew Clee
In a recent historic deal, Switzerland’s largest bank acquired rival bank Credit Suisse. This follows on the heels of th... Read more
25 Mar 2023
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30mins
Federal budget 2022 recap - Peter Bowen, Michelle Munro, David Tulk and Andrew Clee
Federal budget 2022 recap - Peter Bowen, Michelle Munro, David Tulk and Andrew Clee
The 2022 federal budget was tabled on Thursday April 7. From action on housing affordability to new taxes, there is a ra... Read more
9 Apr 2022
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51mins
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What is the Metaverse and why are companies investing in it - Part 1 - Andrew Clee and Meghan Chen
What is the Metaverse and why are companies investing in it - Part 1 - Andrew Clee and Meghan Chen
So, what is the Metaverse, and why are companies investing in it? That’s the question we’ll answer today with Andrew Cle... Read more
18 Feb 2022
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29mins
Canada election: Insights and analysis for advisors - Peter Bowen, Andrew Clee and Ilan Kolet
Canada election: Insights and analysis for advisors - Peter Bowen, Andrew Clee and Ilan Kolet
Our discussions surrounding the 2021 Canadian federal election continue with another Fidelity expert panel. Peter Bowen,... Read more
24 Sep 2021
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28mins
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2021 Canadian federal election: Tax and investment implications - Andrew Clee and Peter Bowen
2021 Canadian federal election: Tax and investment implications - Andrew Clee and Peter Bowen
On today’s episode, we welcome Peter Bowen, VP Tax and Retirement Research and Andrew Clee, VP of Product, for a panel d... Read more
15 Sep 2021
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29mins
ETFs and mutual funds: Three things to know - Andrew Clee and Vivian Hsu
ETFs and mutual funds: Three things to know - Andrew Clee and Vivian Hsu
On this episode of the Upside, we speak to two Fidelity experts - Andrew Clee, Vice-President of Product and Vivian Hsu,... Read more
31 Aug 2021
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28mins
Beware of consensus when constructing a portfolio - Andrew Clee and Paul Ma
Beware of consensus when constructing a portfolio - Andrew Clee and Paul Ma
Our experts Andrew Clee, VP of ETFs, and Paul Ma, VP and Lead Portfolio Strategist, weigh in on the best way to use ETFs... Read more
23 Nov 2020
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26mins
Liquid alternatives: Emergence of a third asset class? - Andrew Clee and Rory Poole
Liquid alternatives: Emergence of a third asset class? - Andrew Clee and Rory Poole
For the last 40 years, investors have generally had to make two portfolio decisions: equities or bonds, and what’s the a... Read more
17 Nov 2020
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25mins
Myths of portfolio construction - Andrew Clee and Paul Ma
Myths of portfolio construction - Andrew Clee and Paul Ma
Vice President of ETFs Andrew Clee and Vice President and Lead Portfolio Strategist Paul Ma discuss growth versus value ... Read more
10 Sep 2020
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28mins
Incorporating ETFs in your portfolio construction - Andrew Clee and Paul Ma
Incorporating ETFs in your portfolio construction - Andrew Clee and Paul Ma
Since last speaking to Andrew Clee and Paul Ma in May, lots has changed, but strategy has not. Andrew, Paul, and host Da... Read more
23 Jul 2020
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30mins
