Portfolio manager David Tulk joins us today to look at the impacts of rising inflation, unpack the recent moves by global central banks, and to help us look beyond the headlines. David unpacks the October 27th Bank of Canada announcement to end the Quantitative Easing bond buying program. He also explores the recent bond market action, describing a push and pull tug of war between how central banks are conducting policy and how the bond market is interpreting what central banks are saying. Host Pamela Ritchie also asks David about the Canadian dollar, housing, consumer debt, and how inflation pressures could change how investors look at a traditional 60/40 portfolio. David and the Global Asset Allocation team manage several funds for Canadian investors, including the new Fidelity Inflation-Focused Fund. This fund aims to invest in securities collectively resilient to inflation, an optimized balance between various inflation-focused asset classes in a single strategy.

Recorded on October 28, 2021.