Portfolio manager David Tulk joins us today, as we’ve experienced some recent uncertainty in the markets. With host Pamela Ritchie, David speaks on a wide range of topics including global asset allocation, the U.S. Federal Reserve and Bank of Canada, as well as the Fidelity Managed Portfolios suite, and inflation. Inflation continues to be top of mind, and David shares insights on the current positioning and outlook for the Fidelity Managed Portfolios, amid rising inflation and interest rates. David and the G.A.A. team manage many multi-asset funds for Canadian investors, including the aforementioned Fidelity Managed Portfolios suite of funds, and Fidelity Inflation Focused Fund - which was launched in September 2021 and aims to invest in securities collectively resilient to inflation.

Recorded on May 5, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelityconnects_tulk_may5.pdf

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