On Wednesday October 23, Fidelity Canada hosted VISION 2024 in Toronto, connecting our portfolio managers and experts with advisors. On today’s podcast we’re presenting our Global Asset Allocation team’s VISION session, with host Kelly Creelman sitting down with portfolio managers David Wolf, David Tulk, and institutional portfolio manager Ilan Kolet. Fidelity’s Global Asset Allocation team currently manages $90B of multi-asset class funds for Canadian investors. As we’ll hear, there are two main ingredients for their funds: one - to reach across Canada, U.S., and internationally to pick managers of different asset classes, geography, style, sectors. Two – to use a rigorous and research based “Four Pillar Framework” to lean in or out of asset classes. Among other topics today we’ll also hear the team’s views on the current investing environment, inflation, interest rates and central bank moves, current under and overweights, and thoughts on diversification. Please note, a few slides were displayed to the crowd in the room.

Recorded on October 23, 2024.

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