What is the right asset allocation approach in the current market environment? Where are the investment opportunities in the Canadian and U.S. markets in the coming months? To answer these questions and more we’re joined today by portfolio managers David Wolf and David Tulk of Fidelity’s Global Asset Allocation Team, who join host Pamela Ritchie. Today David and David look at where we are in the business cycle, and if inflation is more structurally entrenched than markets are accounting for. Also what’s behind the up/down markets we’ve seen this year, and what could be next from central banks.

Recorded on August 10, 2022.

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