#36 Q1 2025 Market Outlook with Keith Allan
In this quarter’s episode of the Polestar Podcast, Kevin Parton sits down with Keith Allan from Harness Investment Management to explore market behavior beyond the headlines. Despite ongoing volatility, the Canadian market showed surprising strength, with the TSX posting its best weekly gain in over seven months. Keith emphasizes the importance of staying the course, avoiding emotional decision-making, and recognizing that real adjustments are happening under the hood of client portfolios.
Key highlights from this episode:
- Why Q1 2025 wasn’t as negative as it seemed—and what the TSX’s performance tells us
- How investor biases like recency and confirmation shape market sentiment
- The real impact of interest rates and what potential cuts could mean ahead
- Market volatility: separating tweet-driven noise from economic fundamentals
- Practical ways to stay resilient during uncertainty
- …and more.
About the Guest – Keith Allan
Keith Allan is a Portfolio Manager with Harness Investment Management. Harness has engaged in a strategic partnership with VELA Wealth and provides discretionary portfolio management for many of VELA’s clients. With more than 15 years of buy-side investment management experience, Keith brings a wealth of knowledge and experience to provide insight and guidance to clients regarding their investment portfolios. At Harness, Keith is responsible for developing and maintaining investment portfolios for VELA clients. To learn more, please visit Harness Investment Management team page.
About the Host – Kevin Parton
Kevin Parton, CFP professional, specializes in personal and business financial planning, tax reduction, and estate planning. Kevin is diligently concentrating on client education as a powerful strategy for building financial certainty. As no financial situation is the same, Kevin and his team monitor clients’ plans and implement personalized strategies to reduce their personal and corporate taxes, and protect their income, assets, and loved ones against the financial consequences of a serious illness, injury or death, ensuring clients maintain financial certainty and peace of mind. To read more, please visit the VELA team page.
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Disclaimer
The information provided in the podcast transcript is designed for general informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or investment product.