With inflation at a 40 year high and more interest rate hikes to come, consumers are feeling the pinch as the cost of gas, groceries and housing continue to skyrocket as we’ve seen in recent months. Here at home, unsustainable household debt is also a major issue plaguing Canadian families, and the cost of servicing this debt only continues to rise. Joining us today to unpack what all of this means from an investment perspective is Ilan Kolet, Institutional Portfolio Manager on Fidelity’s Global Asset Allocation team. Ilan shares how the GAA team is responding to the current economic and monetary policy environment within their multi-asset class funds. This includes their funds being overweight to commodity producers. Ilan also reflects on where we are in the cycle, and looks at the Canadian housing market.

Recorded on April 19, 2022.

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