On May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. Fidelity’s Global Asset Allocation team manages multi-asset class funds for Canadian investors, approximately $80 billion in assets, and today we’ll hear from portfolio managers David Wolf, David Tulk, and institutional portfolio manager Ilan Kolet, in their FOCUS2023 session, joining host Kathryn Black. Among several other topics in today’s 30-minute discussion, we’ll hear the team’s perspectives on inflation and rates, and how their experiences working at the Bank of Canada gives them an edge as an asset allocator. The panel expands on how protecting investors capital is important, and they’ll explain how their market outlook has affected positioning across their various funds. They also take questions from the live audience.

Recorded on May 11, 2023.

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