Fidelity Global Real Estate Fund portfolio manager Steve Buller joins us today. U.S CPI data for the month of July has come in at 8.5%. We now wonder if this downward pressure on CPI indicates a more dovish call from the Federal Reserve in September. Steve looks at how this could impact commercial real estate and the REIT market globally. Additionally, Steve shares the real estate trends he is following, and touches on his fund’s positioning and investment strategy.

Recorded on August 10, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-buller-august10.pdf

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