With market concentration and top-heavy-ness a reality, how narrow is the path forward for investors to tread? There is an argument for harvesting beta, but there is also the presence of powerful stimulus in US markets from a loosening Fed and benevolent tax policy - both of which can propel equity markets further into the horizon. This propulsion is evident over-seas as well as in the US, allowing investors the choice to diversify via region. Joining today's episode for his brilliant take at the beginning of a big week for US - and maybe global - earnings is Fidelity’s Head of Global Macros Jurrien Timmer. Recorded on November 17, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.