Global Allocation in Action: Inside Fidelity Managed Portfolios – David Wolf

About this episode

David Wolf discusses market dynamics and portfolio positioning within Fidelity Managed Portfolios.

Join David Wolf, portfolio manager on Fidelity’s Global Asset Allocation team, for an update on market dynamics and portfolio positioning. David will share insights into Fidelity Managed Portfolios, including recent over- and underweight exposures, and discuss how key macroeconomic themes are shaping the team’s outlook for Q2 and beyond. Recorded on May 21, 2026. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2025 Environics’ Advisor Digital Experience Study. -- La répartition mondiale en action dans les Portefeuilles gérés de Fidelity Joignez-vous à David Wolf, gestionnaire de portefeuille au sein de l’équipe de répartition mondiale de l’actif de Fidelity, pour une mise à jour sur la…

People in this episode

Guest: David Wolf

Topics covered

• global asset allocation
• market dynamics
• portfolio positioning
• macroeconomic themes
• Fidelity Managed Portfolios

Keywords

• Fidelity Managed Portfolios
• market update
• portfolio manager
• investment strategies
• macroeconomic outlook

Mentioned in this episode

Organizations: Fidelity, Fidelity Investments Canada, Fidelity Canada

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