FidelityConnects

Global asset allocation outlook: Inflation, geopolitics, and more - David Wolf and David Tulk


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Given the uncertainty that has dampened market sentiment in recent months, what should investors be thinking about when it comes to managing volatility in the current market environment? At a time when central banks are grappling with persistently higher inflation, and geopolitical stresses are affecting market mechanics and economic growth, investors are wondering how far will central banks be willing to go in monetary policy normalization. We’ll answer that question today with portfolio managers David Wolf and David Tulk, from Fidelity’s global asset allocation team, the group behind many multi-asset class funds for Canadian investors, including the Fidelity Managed Portfolios suite, and Fidelity Inflation-Focused Fund. Also today with host Pamela Ritchie, David Wolf and David Tulk discuss if the outlook for emerging markets has changed, and will the disruption in global supply chains and higher energy prices act as a brake on the world economy? They’ll also summarize where they are seeing opportunities in the second quarter of 2022, and how they may be repositioning their funds accordingly.

Recorded on April 5, 2022.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

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