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