FidelityConnects

The Fidelity ETF Exchange: An Asset Allocator’s perspective with David Tulk


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In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, host Étienne Joncas Bouchard welcomes Fidelity Global Asset Allocation Portfolio Manager David Tulk to the show. David and the Global Asset Allocation Team manage approximately $80B in assets for Canadian Investors across more than 20 funds. This episode focuses on investing through the eyes of an asset allocator. The panel recaps a challenging 2022 as well as discusses some of the main risks and opportunities for 2023. Given the ETF focused nature of the show, David also shares the way his team incorporates ETFs into their funds as well as their approach to managing Fidelity’s Monthly High Income ETFs.
Recorded on March 2, 2023.
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. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
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.
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