Five questions and five charts

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

Read David Wolf’s bio

Read David Tulk's bio

Read Ilan Kolet's bio

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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.

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展望未來的平衡型基金 (Chinese version)

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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. 

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2024 年的 11 個問題 (Chinese version)

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Potential

Fourth Quarter 2023

The GAA team explores the surprising resilience of the economy and the key questions facing investors.

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潛在市場情勢分析 (Chinese version)