Ilan Kolet

Institutional Portfolio Manager

Author bio

Ilan Kolet is an Institutional Portfolio Manager in the Global Asset Allocation (GAA) group at Fidelity Investments. In this role, Ilan serves as a member of the investment management team, maintaining a deep knowledge of portfolio philosophy, process and construction. He assists portfolio managers and their CIOs in ensuring that portfolios are managed in accordance with client expectations and contributes to investment thought leadership in support of the team. Ilan’s focus is Canadian asset allocation strategies.

Before assuming this role in January 2021, Ilan was the Head of Inflation and Commodities Research in the Global Asset Allocation (GAA) group at Fidelity Investments.

Before joining Fidelity in 2014, Ilan was an editor at Bloomberg News, where he contributed to coverage of the Canadian and U.S. economies. Previously, Ilan worked at the Bank of Canada as an economist covering the U.S. economy and commodity prices.

Related content

Webcast – Canada in context: Economic drivers and global allocation perspectives

April, 2026

Ilan Kolet, Institutional Portfolio Manager shares a timely analysis of the Canadian economic landscape, examining how domestic trends intersect with global markets. The discussion reviews key economic drivers shaping growth, inflation and policy, while exploring their implications for global asset allocation decisions.

Conflict favours commodities and Canada

April, 2026

The GAA team unpacks the consequences for our positioning in the multi-asset funds for which they are responsible.

Five Questions into 2026

January, 2026

The GAA team answers your biggest questions and shares top insights for 2026.

Escaping the crowds

October, 2025

The GAA team reviews how market dynamics are influencing portfolio positioning and why they believe Canada may be reaching an infleciton point.

Webcast – Canadian economic outlook: Signs of a new regime

September, 2025

Ilan Kolet explores the impacts of changing U.S. investment sentiment on the global investment regime, and what declining consumer confidence and rising unemployment might mean for Canada’s economy.

On our way home

June, 2025

After more than a decade, the GAA team is making a shift back into Canadian assets. They see the push away from the U.S. as more likely a durable shift rather than a transitory phenomenon, potentially ushering in a new global investment regime.