On October 13-14, Fidelity Investments Canada proudly hosted an in-person event for financial advisors featuring several Fidelity portfolio managers and subject-matter experts. On today’s FidelityConnects podcast we’re bringing you one of these sessions, featuring a panel discussion. Moderator Pat Bolland is joined by Global Asset Allocation team members David Wolf, David Tulk and Ilan Kolet. The Global Asset Allocation team run many funds for Canadian investors, totalling $80B and they are part of a bigger group out of the U.S. that run over $800B – an impressive number. If you’ve listened to our podcast before you’ve likely heard from one of these three guests, and we’re fortunate to have the three of them on today’s show, joining Pat. We’ll hear about their investment process, an overview of the funds managed, thoughts on the current market cycle, and much more in today’s 40-minute discussion. The panel also takes questions from the audience, and please note, as this was originally presented as a discussion at a live event, there were a few slides displayed to the live audience.

Recorded on October 13, 2022.

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For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.