David Tulk, David Wolf, and Ilan Kolet, members of Fidelity's Global Asset Allocation team, update their latest views and portfolio positioning, explain why diverging economic fortunes may mean a deeper cutting cycle in Canada, and assess the impact of immigration on the Canadian economy.
David Wolf, David Tulk and Ilan Kolet
Asset allocation quarterly – from a Canadian perspective
Towards the Balanced Fund of the Future
Second Quarter 2024
David Wolf, David Tulk, and Ilan Kolet are incorporating a number of new enhancements within their Fidelity Managed Portfolios.
11 Questions for 2024
First Quarter 2024
David Wolf, David Tulk, and Ilan Kolet tackle 11 questions facing the market this year including direction of bonds, interest rates and Canada’s economic challenges and opportunities.
Potential
Fourth Quarter 2023
The GAA team explores the surprising resilience of the economy and the key questions facing investors.