Webcast: Quarterly global asset allocation outlook

On August 10, Fidelity Portfolio Managers David Wolf and David Tulk shared their asset allocation outlook for the third quarter of 2022 and what lies ahead.



  • Where are we in the business cycle?
  • What are the implications from the catch-up trade, and where might policy moves take us next?
  • Is inflation more structurally entrenched than markets are accounting for?
  • Can currency play a defensive role for Canadian investors?

The opinions expressed in this webcast reflect those of the presenter(s) (or speakers(s)) and do not necessarily represent the views of Fidelity or any other person in the Fidelity organization. These opinions are subject to change at any time based upon market or other conditions and we disclaim any responsibility to update such views.
Views are presented as of the date of this presentation and references to time periods (e.g., yesterday, this week) should be understood in that context.
These views should not be relied on as investment advice and because investment decisions are based on numerous factors, may not be relied on as an indication of trading intent on behalf of any Fidelity product.
Fidelity does not provide legal or tax advice, and you are encouraged to consult your own lawyer, accountant, or other advisor before making any financial decision.
Information presented herein is for discussion and illustrative purposes only and is not a recommendation or an offer or solicitation to buy or sell any securities. Past performance is no guarantee of future results.