FidelityConnects

VISION2023: A global perspective on asset allocation – David Wolf, David Tulk and Ilan Kolet


Listen Later

Inflation, recession fears, and the optimal stocks and bonds balance in one’s portfolio are top of mind for investors in 2023. Who better to address this and more today than Fidelity’s Global Asset Allocation team? On today’s podcast, we’ll hear from portfolio managers David Wolf, David Tulk, and institutional portfolio manager Ilan Kolet. Their working relationship extends well beyond their tenure at Fidelity – the three of them met years ago while working at the Bank of Canada. Today, the GAA team manages nearly $80 billion in multi-asset funds for Canadian investors, while the overarching Fidelity GAA group manages $200 billion. Today the team sits down with host Kelly Creelman, SVP Products and Marketing, to dive into who they are, and what they manage, and touch on the topics on the minds of investors today. 'What they manage' includes the Fidelity Managed Portfolios suite of funds. We’ll hear about the similarities and differences between the products, including how to determine which product is the right fit for you. Today’s podcast was recorded in front of a live audience during Fidelity Canada’s Vision 2023 event. The panel also fields questions from the audience. Please note you will hear references to a few slides displayed in the room.
Recorded on January 31, 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.
...more
View all episodesView all episodes
Download on the App Store

FidelityConnectsBy Fidelity Canada

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

8 ratings


More shows like FidelityConnects

View all
Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

189 Listeners

Masters in Business by Bloomberg

Masters in Business

2,172 Listeners

Odd Lots by Bloomberg

Odd Lots

1,775 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

937 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,315 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

800 Listeners

Market Insights by Fidelity Investments

Market Insights

52 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

444 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

306 Listeners

RenMac by Jeff deGraaf, Neil Dutta, & Stephen Pavlick

RenMac

69 Listeners

Excess Returns by Excess Returns

Excess Returns

66 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

410 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

107 Listeners

The Business Brew by Bill Brewster

The Business Brew

246 Listeners

Long Term Investing - With Baskin Wealth Management by Barry Schwartz

Long Term Investing - With Baskin Wealth Management

7 Listeners