Elbows have gone up in Canada and abroad in response to the dramatic change in the US policy environment. Markets have likewise become irritable. As investors, we must not overreact to the flow of breathless and often contradictory headlines. But it is also important not to underreact.
David Wolf, David Tulk and Ilan Kolet
Asset allocation quarterly – from a Canadian perspective
11 questions into 2025
First Quarter 2025
David Wolf, David Tulk, Ilan Kolet, Bruno Crocco and Jon Knowles tackle questions facing the market this year including their view on equities, interest rates and where they are seeing challenges and opportunities.
Five questions and five charts
Third Quarter 2024
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.
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.