David Tulk, portfolio manager on Fidelity’s Global Asset Allocation Team, joins us today for a look at today’s market landscape, specifically focusing on inflation and fund positioning. David and the G.A.A. team manage many multi-asset funds for Canadian investors, including the Fidelity Managed Portfolios suite of funds and Fidelity Inflation Focused Fund. In addition to inflation and fund positioning, among other topics today, David and host Pamela Ritchie look at the recent comments from Jerome Powell and the U.S. Federal Reserve, the elevated commodity environment of late and what it means to Canada, and the health of the consumer.

Recorded on March 22, 2022.

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