VISION2023: A global perspective on asset allocation – David Wolf, David Tulk and Ilan Kolet
FEB 04
Description Community

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.

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