The 2022 federal budget was tabled on Thursday April 7. From action on housing affordability to new taxes, there is a range of measures that will impact the economy and the markets, as well as financial advisors and investors. So what do you need to know? And what are the main themes that Fidelity’s experts are focusing on? Here to share their insights and analysis is Peter Bowen, VP, Tax and Retirement Research, Michelle Munro, Director, Tax and Retirement Research, David Tulk, Portfolio Manager on Fidelity’s global asset allocation team, and Andrew Clee, VP of Product. The panel breaks down the budget with host Pamela Ritchie, with particularly attention to items that affect financial advisors and their clients. This discussion was originally presented as a live webcast, with the panel also taking questions from the audience.

Recorded on April 8, 2022.

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