We welcome back portfolio managers Geoff Stein, David Wolf and David Tulk from the Global Asset Allocation team. The Global Asset Allocation team manages the 29 multi-asset class funds available to Canadian investors, including the Fidelity Managed Portfolios. There are three key elements to the funds they manage: strategic benchmark development properly diversified across geographies and asset classes, active manager selection, and ongoing tactical management with under and overweights. The team also unpacks their active fund positioning, the difference between their various funds, and provide an outlook for 2021 and beyond.

Recorded January 27, 2021.