Podcast appearances and mentions of david tulk

On Thursday May 8, Fidelity Investments Canada hosted VISION+, a full-day event connecting Fidelity's portfolio managers and experts with thousands of advisors joining both in-person and virtually across the country. Select sessions are available as FidelityConnects podcasts, and advisors can watch the event replay on fidelity.ca. On today's podcast, David Wolf, David Tulk and Ilan Kolet take the stage at VISION+ to talk about their global asset allocation outlook. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

The Federal Reserve has left its benchmark rate unchanged. Staying steady between 4.25 and 4.5 per cent, Fed Chair Powell stated that Trump's tariffs threaten to slow the economy's growth even more. During the press conference, Powell said that while “we were getting close and closer” to stabilizing prices, “I wouldn't say we were at that.” Joining the show today to unpack the latest Fed decision, and what it means for inflation and the global economy, is Portfolio Manager, David Tulk. Recorded on March 20, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

With potential U.S. tariffs on Canada, and other news in the headlines, investing in the markets can feel scary. It doesn't have to be. Tune in to listen to Fidelity's experts managers on the latest in Canada-U.S. relations, their long-term perspectives on the markets and where they are finding investment opportunities to protect and grow people's hard-earned savings. Additional insights from Andrew Marchese and Don Newman. This show was initially presented as a live webcast of The Upside, our investor webcast on March 6, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

So what is a tariff? Tariffs are taxes imposed by a country on imports from another, a varying percentage of the value of that import. In the U.S. the tariffs are paid by the importer to the U.S. Treasury, collected by the Customs and Border Protection agents. As far back as November, then president-elect Trump hinted at the possibility of imposing tariffs and now in early March the tariffs have been implemented. Today we have comments from five Fidelity experts to unpack how they are staying informed and level-headed, while aiming to protect investors hard-earned savings. This was initially presented as an episode of The Upside, our investor webcast. Recorded on March 3 - 6, 2025. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

On Wednesday January 22, Fidelity Investments Canada hosted VISION 2025 Toronto, a full-day event connecting Fidelity's portfolio managers and experts with thousands of advisors joining both in-person and virtually across the country. For today's podcast we're bringing you an audio replay of the first session of the day, featuring Fidelity's Global Asset Allocation team – David Wolf, David Tulk, and Ilan Kolet. Ilan moderates the session. Advisors can watch full video replays of the event and qualify for CE Credits. Please visit fidelity.ca or reach out to your wholesaler for more information. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

On November 21 and 22, Fidelity Investments Canada hosted FOCUS 2024 in Scottsdale, connecting our portfolio managers and experts with advisors. The Global Asset Allocation team kicked off the event, with a roundtable discussion about what they do, their career paths and how they got to where they are now, also their market outlook, and fund positioning. The GAA trio of portfolio managers David Wolf, David Tulk, and institutional portfolio manager Ilan Kolet, have a professional relationship that extends beyond their tenure at Fidelity; all meeting many years ago working at the Bank of Canada. Today, the GAA team manages over $90B in Canadian assets with the Fidelity Managed Portfolios. Ilan will be moderating the group discussion.   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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

On Wednesday October 23, Fidelity Canada hosted VISION 2024 in Toronto, connecting our portfolio managers and experts with advisors. On today's podcast we're presenting our Global Asset Allocation team's VISION session, with host Kelly Creelman sitting down with portfolio managers David Wolf, David Tulk, and institutional portfolio manager Ilan Kolet. Fidelity's Global Asset Allocation team currently manages $90B of multi-asset class funds for Canadian investors. As we'll hear, there are two main ingredients for their funds: one - to reach across Canada, U.S., and internationally to pick managers of different asset classes, geography, style, sectors. Two – to use a rigorous and research based “Four Pillar Framework” to lean in or out of asset classes. Among other topics today we'll also hear the team's views on the current investing environment, inflation, interest rates and central bank moves, current under and overweights, and thoughts on diversification. Please note, a few slides were displayed to the crowd in the room. Recorded on October 23, 2024. 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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

On September 24, Fidelity Investments Canada hosted FOCUS 2024 Montreal – a bi-lingual event connecting our portfolio managers directly with advisors. For French podcasts from the event, please keep an eye on our DialoguesFidelity podcast, those will be released soon. Today we'll listen in on our Global Asset Allocation Team's session from the event, where portfolio managers David Wolf, David Tulk, and institutional portfolio manager Ilan Kolet sit down with Charles Danis, VP Regional Sales Eastern Canada. The Global Asset Allocation team manages several funds on behalf of Canadian investors, and we'll hear an update on their current positioning and market sentiment, including what is exciting them currently, what's keeping them up at night, how markets have moved this year, and where markets could go next. Recorded on September 24, 2024.   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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Portfolio Manager David Tulk joins us today to unpack the latest events in interest rate cuts, challenges facing Canada's economy, and market volatility.  David discusses the recent Bank of Canada rate announcement. He says how it's clear that the BOC wants to continue to ease interest rates, given growing concerns over inflation. He explains how the BOC needs to get the overnight rate much closer to its neutral setting to battle the current rising unemployment rate. David also talks about the current affairs of Canada vs. Global Opportunities. He explains how U.S. elections coming up could lead to more fiscal spending and protectionist policies, which could impact Canada's export-led growth. David also touches on diversified investment strategies, broad positioning, and immigration policies.   Recorded on September 5th, 2024.   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 fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

On April 18 and 19 Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity's portfolio managers and subject matter experts. Today's podcast is our Global Asset Allocation team's session from the event, with host Pat Bolland sitting down with portfolio managers David Wolf, David Tulk, and institutional portfolio manager Ilan Kolet. The team currently manages over $84B on behalf of Canadian investors, and today they'll share more about their process, how they are currently positioned including overweights and underweights, where they are adding value, and more. Recorded on April 19, 2024.   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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics' Advisor Digital Experience Study.

In March the U.S. Federal Reserve held rates steady and Fed Chair Powell commented that the Fed could reduce rates despite strong job numbers. All of these coulds and mights were all still in the narrative, and with markets generally rising and rates remaining pretty steady for longer than some thought, how do some of these changing market conditions and narratives impact asset allocation decision making? We're joined today by portfolio manager David Tulk of Fidelity's global asset allocation team, to speak about the Fed, global markets, Fidelity managed portfolios, and more. David sits down with host Pamela Ritchie.   Recorded on March 21st, 2024   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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics' Advisor Digital Experience Study.

Today we're bringing you a conversation from Fidelity Canada's Vision 2024 event in Toronto. Vision offers insights from our portfolio managers and investment experts and provides their comments on the current market environment, Fidelity's investment process and our global research network operation. The following conversation is with our Global Asset Allocation team composed of David Wolf, David Tulk, and Ilan Kolet. The team gives their outlook and market perspectives for 2024. Recorded on January 31, 2024. 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 the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics' Advisor Digital Experience Study.

Ilan Kolet, Institutional Portfolio manager in Fidelity's Global Asset Allocation Team, joins us to discuss the most important questions he and his team mates, David Wolf and David Tulk have been fielding at the start of 2024. We delve into the unexpected shifts in monetary policy led by the Federal Reserve and mull over the repercussions of potential rate cuts on inflation volatility, weaving through the intricacies of the Fed's data-driven stance and 'pivot' toward a less restrictive monetary environment.In the context of historical reflections and economic projections, Kolet elaborates on the team's optimism regarding the US market, supported by a belief in a productivity boom that dallies with the possibility of economic prosperity, low inflation, and equity strength. We get into Canadian fiscal policy, where Kolet voices concerns about Canada's macroeconomy potentially trailing in equities and fixed income, and how the team is allocating to Canada. Kolet sheds light on the team's investment strategy, from high-conviction underweights and overweights to the complexities and nuances of handling asset allocation.Throughout the episode, it's clear that the core of the discussion isn't merely the transactional aspects of investment but relates to the broader challenges advisors face when reconciling market complexities with client needs. The episode provides Fidelity's highest conviction global asset allocation guidance through the labyrinth of 2024's financial mixed and uncertain landscape.

Today on the program, we welcome Portfolio Manager David Tulk back to the show. David and the Global Asset Allocation team manage many funds for Canadian Investors including $80B in assets across more than 20 funds. David comments on our current market environment, how the team is dealing with rising inflation rates, and what he sees the Bank of Canada doing for the rest of 2023. Although the Bank of Canada paused its tightening agenda from its last rate announcement, Statistics Canada's August report on inflation showed a rise to 4% year over year. That is up from 3.3% year over year back in July. David's initial reaction to rising inflation – he believes “we're going the wrong way.” But that's the type of landscape we're dealing with, he adds. Going through the inflation stats, we can see there's some wage growth and service level inflation, which all contributes to the underlying price pressure. Also gasoline is one of the biggest factors that pushed headline inflation higher. So are rising oil prices on a global basis good for the Canadian economy or to the central banks? He says it doesn't change the trajectory of spending, but changes the composition and this is still a concern from the central bank's perspective. David says the banks want the economy to slow down, but for Inflation to cool off, we need a period of economic weakness, mostly in the labor market. However, that part of the economy has yet to show any weakness at all. Companies are holding on to their labor due to the pandemic and are looking to keep labor instead of rehiring months into the future. For the GAA team, they are still leading defensively in all the funds managed. They have taken more neutral equity betas and are much closer to benchmark on equity allocation. In terms of currency, they use an underweight to the Canadian dollar to enhance the defensiveness of a portfolio. The team is hedging underweight Canadian equities and overweight to global energy. Recorded on September 19, 2023. 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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics' Advisor Digital Experience Study.

Joining us today is Portfolio Manager David Tulk, to discuss the resilience of the current market, whether it will last, and any implications for asset allocation going forward. David explains to host Pamela Ritchie that central banks are continuing to figure out how tight monetary policy needs to be to get inflation back down to a level they're comfortable with. He points out that economies have proven more resilient than what central banks would have thought, and emphasizes that we aren't out of the woods yet in terms of interest rate hikes. As interest rates have gone up, David also says he is surprised we haven't seen more weakness in the housing market and predicts that mortgage pressure will be very acute over the next couple of years. Recorded on July 4, 2023. 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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics' Advisor Digital Experience Study.

On May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity's portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. Fidelity's Global Asset Allocation team manages multi-asset class funds for Canadian investors, approximately $80 billion in assets, and today we'll hear from portfolio managers David Wolf, David Tulk, and institutional portfolio manager Ilan Kolet, in their FOCUS2023 session, joining host Kathryn Black. Among several other topics in today's 30-minute discussion, we'll hear the team's perspectives on inflation and rates, and how their experiences working at the Bank of Canada gives them an edge as an asset allocator. The panel expands on how protecting investors capital is important, and they'll explain how their market outlook has affected positioning across their various funds. They also take questions from the live audience. Recorded on May 11, 2023. 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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics' Advisor Digital Experience Study.

Canada's inflation picture has recently seen notable changes. One of the key recent highlights is the latest CPI data, which came in at 4.3% - the lowest since August 2021. This comes following the second consecutive rate pause from the Bank of Canada, perhaps ‘backing' the central bank's decision. Looking ahead, what can we expect to hear from the Fed? And how is all of this impacting how portfolio managers are allocating to stocks and bonds and their geographic preferences around the world? Portfolio manager, David Tulk, from Fidelity's Global Asset Allocation team joins us today to discuss all this and more, including a look into his short, medium and long-term investment mentality. David and the team manage a suite of funds for both retail and institutional investors, and please note today's discussion was originally presented as a webcast for institutional clients, with a slide referenced partway through. Also today, with host Bryan Borzykowski, David expands on how rate-sensitive different parts of the economy are and also shares how the GAA team is currently positioned. They do not think the Bank of Canada, Federal Reserve, and other central banks are likely to start cutting interest rates by the end of the year. In their funds they are defensive overall, protecting still against inflation. Selective allocations are made to be offensive, and lately emerging markets equities have provided this. Recorded on April 19, 2023. 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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics' Advisor Digital Experience Study.

David Tulk and the Global Asset Allocation team manage many funds for Canadian investors, including Fidelity Inflation-Focused Fund and the Fidelity Managed Portfolios suite. David speaks to host Pamela Ritchie about the Federal Reserve's latest rate hike decision on the heels of a major bank takeover in Switzerland that rocked the markets this past week. David explains how the Fed's recent rate hike of 25 basis points was tailored for the economy and that Fed Chair's Jerome Powell's move was all in an effort to prevent the markets from becoming unhinged. David explains at this time the GAA team is taking a defensive approach to their portfolios which means being underweight the Canadian dollar and more preference towards the US dollar. Recorded on March 23, 2023. 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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics' Advisor Digital Experience Study.

In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, host Étienne Joncas Bouchard welcomes Fidelity Global Asset Allocation Portfolio Manager David Tulk to the show. David and the Global Asset Allocation Team manage approximately $80B in assets for Canadian Investors across more than 20 funds. This episode focuses on investing through the eyes of an asset allocator. The panel recaps a challenging 2022 as well as discusses some of the main risks and opportunities for 2023. Given the ETF focused nature of the show, David also shares the way his team incorporates ETFs into their funds as well as their approach to managing Fidelity's Monthly High Income ETFs. Recorded on March 2, 2023. 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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics' Advisor Digital Experience Study.

The latest jobs report out of the U.S. came in much stronger than expected, continuing to show just how resilient the U.S. economy is. And as market participants analyze the recent string of economic reports for guidance, some economists aren't so sure the outlook is as sunny as anticipated. With market uncertainty lingering, it's important for investors to stay vigilant as they navigate uncharted waters. Though inflation is falling, will it fall as quickly as central banks are hoping for? And which asset classes or regions may offer opportunity in 2023? Today we're joined by portfolio manager David Tulk, to answer these questions and more. David is part of Fidelity's Global Asset Allocation team, which manages several multi-asset funds for Canadian investors, including the Fidelity Managed Portfolios suite. With host Bryan Borzykowski, David dives into where inflation could settle. He believes based on various data points that we have hit peak inflation, so now will it settle at a friendly 2% level, or above the Central Bank's target? Among other topics today they unpack if we're going into a recession, and how the traditional 60/40 portfolio continues to live, but what should go into the ‘40' is the bigger question. Recorded on February 7, 2023. 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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics' Advisor Digital Experience Study.

Inflation, recession fears, and the optimal stocks and bonds balance in one's portfolio are top of mind for investors in 2023. Who better to address this and more today than Fidelity's Global Asset Allocation team? On today's podcast, we'll hear from portfolio managers David Wolf, David Tulk, and institutional portfolio manager Ilan Kolet. Their working relationship extends well beyond their tenure at Fidelity – the three of them met years ago while working at the Bank of Canada. Today, the GAA team manages nearly $80 billion in multi-asset funds for Canadian investors, while the overarching Fidelity GAA group manages $200 billion. Today the team sits down with host Kelly Creelman, SVP Products and Marketing, to dive into who they are, and what they manage, and touch on the topics on the minds of investors today. 'What they manage' includes the Fidelity Managed Portfolios suite of funds. We'll hear about the similarities and differences between the products, including how to determine which product is the right fit for you. Today's podcast was recorded in front of a live audience during Fidelity Canada's Vision 2023 event. The panel also fields questions from the audience. Please note you will hear references to a few slides displayed in the room. Recorded on January 31, 2023. 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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics' Advisor Digital Experience Study.

On today's podcast we're bringing you insights from 3 reoccurring guests – portfolio managers David Wolf and David Tulk, with institutional portfolio manager Ilan Kolet. David, David and Ilan actually met years ago while working at the Bank of Canada. Together today they manage $80 billion for Canadian investors, while the overarching Global Asset Allocation team they are apart of manages $200 billion of assets. Today they join host Pat Bolland to share who they are and what they manage. Additionally they'll unpack inflation and the possibility of a recession, among other topics. This discussion was recorded in front of a live audience at a recent event for financial advisors, with the panel fielding questions from the audience, and also displaying a few slides. Recorded on December 8, 2022. 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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics' Advisor Digital Experience Study.

Between the Fed's latest rate move, the U.S. midterms, U.S. CPI print, and continued focus on both earnings and inflation – the economy has definitely been jolted leaving investors to question what is next. As we venture through this uncertain environment and look ahead to year-end and 2023, today we're joined by a sensible expert here at Fidelity. David Tulk, portfolio manager on the Global Asset Allocation team, is today's guest. David joins host Bryan Borzykowski to reflect on the numerous factors affecting markets right now. This includes action by central banks, with David noting central banks will continue to take stimulus out of the economy and continue to leave financial conditions very tight. David also shares how the market is currently pricing in a 50-basis point rate hike from the Fed in December, and he'll look at factors determining how deep of a recession could be on the horizon. David also shares a positioning update for the Fidelity Managed Portfolios and other funds managed by the Global Asset Allocation Team. This includes areas of interest, and current overweights and underweights. Recorded on November 10, 2022. 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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics' Advisor Digital Experience Study.

On October 13-14, Fidelity Investments Canada proudly hosted an in-person event for financial advisors featuring several Fidelity portfolio managers and subject-matter experts. On today's FidelityConnects podcast we're bringing you one of these sessions, featuring a panel discussion. Moderator Pat Bolland is joined by Global Asset Allocation team members David Wolf, David Tulk and Ilan Kolet. The Global Asset Allocation team run many funds for Canadian investors, totalling $80B and they are part of a bigger group out of the U.S. that run over $800B – an impressive number. If you've listened to our podcast before you've likely heard from one of these three guests, and we're fortunate to have the three of them on today's show, joining Pat. We'll hear about their investment process, an overview of the funds managed, thoughts on the current market cycle, and much more in today's 40-minute discussion. The panel also takes questions from the audience, and please note, as this was originally presented as a discussion at a live event, there were a few slides displayed to the live audience. Recorded on October 13, 2022. 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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics' Advisor Digital Experience Study.

As summer turns to fall, many things are changing, but inflation remains directionally unchanged - stubbornly high. The August U.S. CPI numbers came in hotter than expected at 8.3%, causing further volatility in the markets the rest of the week. So, does this point to another aggressive rate hike by the Fed, and what will that mean for portfolio allocation decisions? David Tulk is today's guest to unpack this and more. David is a portfolio manager on Fidelity's Global Asset Allocation team who manage many funds for Canadian investors, including Fidelity Inflation-Focused Fund and the Fidelity Managed Portfolios suite. A few key topics from today's 30-minute discussion between David and host Pamela Ritchie include a positioning update on the G.A.A. team's funds including global allocations, specifically China. Also, a look at energy, gold, a long-term outlook for the Canadian dollar which includes looking at housing and interest rates. Additionally, David believing inflation is likely to be more persistent than what central banks and the market believes. Recorded on September 14, 2022. 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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics' Advisor Digital Experience Study.

Today we'll hear from two members of Fidelity's Global Asset Allocation team who should be familiar names to our podcast audience. This discussion was recorded at a recent live event, with host Gord Thomson joined by portfolio manager David Tulk and institutional portfolio manager Ilan Kolet, on stage in Vancouver in front of an advisor audience. David and Ilan field questions from the live audience, provide a positioning update on the several funds the team manages, and share their unique perspectives on the current market landscape. Recorded on August 16th at Fidelity Canada's recent Focus 2022 event in Vancouver. 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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics' Advisor Digital Experience Study.

What is the right asset allocation approach in the current market environment? Where are the investment opportunities in the Canadian and U.S. markets in the coming months? To answer these questions and more we're joined today by portfolio managers David Wolf and David Tulk of Fidelity's Global Asset Allocation Team, who join host Pamela Ritchie. Today David and David look at where we are in the business cycle, and if inflation is more structurally entrenched than markets are accounting for. Also what's behind the up/down markets we've seen this year, and what could be next from central banks. Recorded on August 10, 2022. 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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics' Advisor Digital Experience Study.

Fidelity's Global Asset Allocation team manages over eighty billion dollars for Canadian investors. On today's podcast, host Pamela Ritchie welcomes portfolio managers David Wolf and David Tulk, and institutional portfolio manager Ilan Kolet. The panel discusses how they're positioning their various funds against today's inflationary backdrop, shares the investment approach of their funds, and introduce a newly launched fund to the lineup. This discussion was recorded during our recent Focus 2022 event on May 17th in Vancouver, with the GAA team also taking questions from the live and virtual audience. This podcast may be of interest to both investors and financial advisors. Advisors are encouraged to watch full video replays of the event by visiting fidelity.ca or reaching out to your Fidelity representative. Recorded on May 17, 2022. 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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics' Advisor Digital Experience Study.

Portfolio manager David Tulk joins us today, as we've experienced some recent uncertainty in the markets. With host Pamela Ritchie, David speaks on a wide range of topics including global asset allocation, the U.S. Federal Reserve and Bank of Canada, as well as the Fidelity Managed Portfolios suite, and inflation. Inflation continues to be top of mind, and David shares insights on the current positioning and outlook for the Fidelity Managed Portfolios, amid rising inflation and interest rates. David and the G.A.A. team manage many multi-asset funds for Canadian investors, including the aforementioned Fidelity Managed Portfolios suite of funds, and Fidelity Inflation Focused Fund - which was launched in September 2021 and aims to invest in securities collectively resilient to inflation. Recorded on May 5, 2022. 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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics' Advisor Digital Experience Study.

The 2022 federal budget was tabled on Thursday April 7. From action on housing affordability to new taxes, there is a range of measures that will impact the economy and the markets, as well as financial advisors and investors. So what do you need to know? And what are the main themes that Fidelity's experts are focusing on? Here to share their insights and analysis is Peter Bowen, VP, Tax and Retirement Research, Michelle Munro, Director, Tax and Retirement Research, David Tulk, Portfolio Manager on Fidelity's global asset allocation team, and Andrew Clee, VP of Product. The panel breaks down the budget with host Pamela Ritchie, with particularly attention to items that affect financial advisors and their clients. This discussion was originally presented as a live webcast, with the panel also taking questions from the audience. Recorded on April 8, 2022. 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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics' Advisor Digital Experience Study.

Given the uncertainty that has dampened market sentiment in recent months, what should investors be thinking about when it comes to managing volatility in the current market environment? At a time when central banks are grappling with persistently higher inflation, and geopolitical stresses are affecting market mechanics and economic growth, investors are wondering how far will central banks be willing to go in monetary policy normalization. We'll answer that question today with portfolio managers David Wolf and David Tulk, from Fidelity's global asset allocation team, the group behind many multi-asset class funds for Canadian investors, including the Fidelity Managed Portfolios suite, and Fidelity Inflation-Focused Fund. Also today with host Pamela Ritchie, David Wolf and David Tulk discuss if the outlook for emerging markets has changed, and will the disruption in global supply chains and higher energy prices act as a brake on the world economy? They'll also summarize where they are seeing opportunities in the second quarter of 2022, and how they may be repositioning their funds accordingly. Recorded on April 5, 2022. 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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics' Advisor Digital Experience Study.

David Tulk, portfolio manager on Fidelity's Global Asset Allocation Team, joins us today for a look at today's market landscape, specifically focusing on inflation and fund positioning. David and the G.A.A. team manage many multi-asset funds for Canadian investors, including the Fidelity Managed Portfolios suite of funds and Fidelity Inflation Focused Fund. In addition to inflation and fund positioning, among other topics today, David and host Pamela Ritchie look at the recent comments from Jerome Powell and the U.S. Federal Reserve, the elevated commodity environment of late and what it means to Canada, and the health of the consumer. Recorded on March 22, 2022. 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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics' Advisor Digital Experience Study.

David Wolf, David Tulk, and Ilan Kolet are today's panel guests, speaking with host Pat Bolland. The Global Asset Allocation team oversees of $83B in multi-asset funds for Canadian investors. These funds, including the Fidelity Managed Portfolio suite, have various mandates and strategic allocations, resulting in many choices for individual investors. Today the panel shares the differences between their funds and how the funds are assembled. Also, how they see the current market landscape, and portfolio positioning in 2022. This Includes continuing to monitor inflation, and looking to protect against inflation concerns. Other topics discussed today include geopolitics, emerging markets, supply chain concerns, and the fixed income market. Recorded on January 26, 2022. 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. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics' Advisor Digital Experience Study.

As we enter another point of uncertainty in the markets, portfolio manager David Tulk joins us to speak about the increasing levels of inflation and what that means for asset allocation. Canada is said to be heading towards the peak of inflation, which is 1% over the comfort zone of 2%. As a result, an elevated degree of understanding is required when digesting forecasts from the Feds and National Banks to gain an understanding of where economies are heading. Right now David sees a benefit to having the Fidelity Inflation-Focused Fund, as this product includes many asset classes including equities, commodities, and bonds which are designed to protect you against the inflationary environment. Finally, David feels we should be cautious of Canadian real estate. By ensuring the housing sector continues to grow, this will uphold our underweight dollar. The number one priority is keeping exposure to a variety of markets and maintaining a heavily diversified portfolio. Recorded on December 15, 2021.

Portfolio manager David Tulk joins us today to look at the impacts of rising inflation, unpack the recent moves by global central banks, and to help us look beyond the headlines. David unpacks the October 27th Bank of Canada announcement to end the Quantitative Easing bond buying program. He also explores the recent bond market action, describing a push and pull tug of war between how central banks are conducting policy and how the bond market is interpreting what central banks are saying. Host Pamela Ritchie also asks David about the Canadian dollar, housing, consumer debt, and how inflation pressures could change how investors look at a traditional 60/40 portfolio. David and the Global Asset Allocation team manage several funds for Canadian investors, including the new Fidelity Inflation-Focused Fund. This fund aims to invest in securities collectively resilient to inflation, an optimized balance between various inflation-focused asset classes in a single strategy. Recorded on October 28, 2021.

David Wolf and David Tulk, portfolio managers on Fidelity's Global Asset Allocation Team are featured today for an update on the investment approach behind the several funds managed by the GAA team, including the Fidelity Managed Portfolios suite. David Wolf explains that a mixture of a strategic benchmark, individual security selection, and active asset allocation have meaningfully added to performance of Fidelity Managed Portfolios in the past. David Tulk reflects on where we are in the economy, what they're seeing from Central Banks in North America and globally, and some thoughts on currency. Inflation continues to be a big story, and David Wolf introduces the strategy behind the new Fidelity Inflation Focused Fund, launched in September. The fund aims to invest in securities collectively resilient to inflation, an optimized balance between various inflation-focused asset classes in a single strategy. David shares this includes commodity equites that tend to go up with commodity prices for example, as well as global real estate equities and inflation linked bonds, among others. Also, David Wolf will be back soon for an episode solely focusing on inflation. Recorded on September 29, 2021.

Portfolio manager David Tulk joins us to discuss the economic implications of new variants, issues in emerging markets, and the impacts of rising inflation on global asset allocation. As a member of the Global Asset Allocation team, David manages many global mandates, including Fidelity Global Balanced Portfolio, Fidelity Global Income Portfolio, and Fidelity Global Growth Portfolio. The Delta variant continues to have more of an impact on the Emerging Markets regions that are less vaccinated. The variant is limiting economic growth from both policy perspective as well as hesitation of individuals to embrace real life again. David notes that inflation is a challenge as it negatively impacts stocks and bonds beyond a certain threshold. He says elements of inflation being both transitory and permanent will persist, and it won't be clear one way or the other. David urges investors to hold gold on the equities side of the portfolio and maintain government-protected securities on the bond side of the portfolio to protect against inflation. Recorded on August 9, 2021. Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript-podcast-tulk-gaa-outlook-9aug2021.pdf

The topic of rising inflation continues to dominate headlines as June's Consumer Price Index report recorded the largest year-over-year increase in over 13 years. On today's podcast, host Pamela Ritchie is joined by Portfolio Manager David Tulk and Institutional Portfolio manager Ilan Kolet from Fidelity's Global Asset Allocation Team. David and Ilan discuss inflation and how investors can best protect their assets in an uncertain inflationary environment. David notes that purchasing assets that have a hedge against inflation risk can counteract liabilities that have some link to inflation. Ilan says that certain inflationary data will fall out at various points in time as they are temporary. He believes that increases in airfares and car rental prices, supply chain disruptions, and the labour market and service inflation will fade as we emerge from the pandemic. Ilan and David also discuss whether it is best to hedge for inflation or outperform it, noting that the asset classes that best hedge unexpected changes to the inflation rate are commodities, gold, oil, natural resource producing stocks. Recorded on August 4, 2021.

As we head into the second half of 2021, Portfolio Manager David Tulk gives an overview on the strategy of the asset allocation team. He says it's all about providing diversification as we look into the rest of the year. David frames the discussion around three main global investment themes for the short, medium and long-term outlook.  In the short-term, the re-opening phase will continue to be strong. Pent-up consumer demand is bursting after a year-and-a-half of being locked down.  In the medium-term, risk of higher interest rates and governments continuing to provide extended stimulus will be themes to keep an eye on. Governments want to encourage more inclusive rates of economic growth relative to what we've seen in the past. But the question remains: how willing will central banks and governments be to let it ride out?  And in the long-term, we need to keep an eye out on government debt and spending.  The increase in debt levels has been entirely unprecedented.  As much as we think the economy is ready to spring back to life, maintaining that rate of growth over the next 20 to 30 years is probably a little bit too optimistic.  Recorded on June 17, 2021. 

Institutional Portfolio Manager Ilan Kolet is the newest member of the Global Asset Allocation team.  He works closely with Geoff Stein, David Wolf, and David Tulk.  On this episode of FidelityConnects, Ilan provides context and an outlook on the Canadian Economy and other countries, to help understand what it all means in terms of opportunities in the market.  Ilan comments on inflation, public debt levels in Canada, and emerging markets. He also shares his thoughts on the unemployment rate globally, how it affects the market, and what this all means for Canadian investors watching financial headlines closely.  Recorded on March 26, 2021.   

Portfolio manager David Tulk explores global asset allocation as we look ahead to the second quarter of 2021. David Tulk is a portfolio manager on the Global Asset Allocation (GAA) team, and he thinks economic growth looks strong coming out from under the drag of the pandemic. He thinks that as conditions start to normalize, the pent-up demand, combined with stimulus, will make for a great combination. He does note that we also need to look at policy after the pandemic: a big increase in levels of public sector debt could be a catalyst for future inflation. As it stands, there are a lot of flows into inflation protection assets. The team has been focused on inflation protection since before the pandemic; an increase in inflation could increase the correlation between stocks and bonds. Because of this, it’s been vital for them to mitigate the shock of inflation for the funds they manage. Recorded on March 3, 2021.

We welcome back portfolio managers Geoff Stein, David Wolf and David Tulk from the Global Asset Allocation team. The Global Asset Allocation team manages the 29 multi-asset class funds available to Canadian investors, including the Fidelity Managed Portfolios. There are three key elements to the funds they manage: strategic benchmark development properly diversified across geographies and asset classes, active manager selection, and ongoing tactical management with under and overweights. The team also unpacks their active fund positioning, the difference between their various funds, and provide an outlook for 2021 and beyond. Recorded January 27, 2021.

Portfolio manager David Tulk discusses how the results of the U.S. election could affect global markets and portfolio positioning. In the context of positioning, David notes that Canada and emerging markets have some similarities – both are higher-beta regions, for instance – but emerging markets arguably offer more “bang for your buck,” and are better growth environments. An anticipated lower U.S. dollar could also make emerging markets more favourable in a portfolio. David believes currency works as an asset class in the 60/40 portfolio. Given where yields are, there isn’t much coupon income. He notes that bonds can only rally so far with low interest rates, and the low-interest-rate environment is expected to stay for a while. Gold has a correlation to real interest rates, and real interest rates are likely to remain low. David thinks gold can serve as a good hedge against the inflation risk associated with currency.  Recorded on November 5, 2020.

Listen in as four unsuccessful bitter old comics with serious drinking problems discuss how and why they haven't "made it". Featuring Andrew Roberts, David Boyle, John Dore and David Tulk.  

Portfolio manager David Tulk discusses the market implications and impact of the U.S. 2020 elections in November and potential investor reactions as governments try to blunt a resurgence of the COVID-19 pandemic. The Federal Reserve (the Fed) is now allowing inflation to run hotter, with the goal that average inflation will, over time, reach the Fed’s target. The decision reinforces the fact that interest rates will remain very low for quite some time. Inflation can create some challenges for a traditional 60/40 portfolio: the negative correlation between stocks and bonds, on which a 60/40 portfolio depends, could turn positive, which in turn can hurt diversification. To help protect portfolios against inflation, David notes that on the fixed income side, the team is investing in real return bonds in Canada and TIPs in the U.S., and on the equities side, in gold. David believes it’s important to be flexible when defining your portfolio, and to keep liquidity on hand so that you can add to positions that offer an opportunity, especially in times of market volatility. Diversification among different asset classes and geographic areas is also important. Recorded on August 27, 2020.

In the sixth episode of the Fidelity ETF Exchange - powered by FidelityConnects, co-hosts Mike Riccio and Etienne Bouchard had the opportunity to interview David Tulk, Global Asset Allocation Portfolio Manager at Fidelity Investments. David and his team manage 29 multi-asset class funds with a total of $64.4B in AUM. Mike & Etienne picked David’s brain on the use of ETFs in their funds, how they weathered the COVID-19 storm and what is their current macroeconomic outlook. Recorded on August 17, 2020.

Portfolio manager David Tulk shares his Q3 outlook and provides an update on ongoing market fluctuations and uncertainty. David and the Global Asset Allocation (GAA) team believes diversification is the most important consideration in portfolio construction. David and the GAA team establish holdings that aim to provide a balance of returns and defence. This year, they were pleased with their 60/40 portfolio mix as bonds rallied during the COVID-19 peak and equities rebounded after stimulus was injected. Looking ahead, David thinks global trade may struggle in a post-pandemic world. The GAA team also has concerns that Canada may be adversely impacted, having come into this crisis with high levels of household debt. The slowdown in immigration could also mean a lower growth rate for Canada over the next ten years. To counter this uncertainty, the GAA team has been adding to gold exposure (an out-of-benchmark allocation), because they believe it will help hedge against near-term uncertainty. Recorded on July 16, 2020.

David Tulk, portfolio manager on Fidelity’s Global Asset Allocation (GAA) team, says the GAA team’s current investment approach is to look through the volatility and estimate what the markets will look like after COVID-19. They are still being cautious and investing selectively, analyzing both the policy response and the effects of COVID-19. The team adheres to a philosophy that balances equities and fixed income. The Canadian market could potentially see a more gradual and volatile economic recovery than other regions. David notes that this is one of the reasons the GAA team is currently less invested in, or “underweight,” Canadian equities. David also believes that high yield is an asset class in which investors will benefit from having a portfolio manager actively select securities, rather than passively tracking an index. An index might not capture pockets of value that may emerge outside of the energy sector, because indexes tend to be more invested in, or “overweight,” the energy sector. A defensive asset class the GAA team is focusing on is gold, which also picks up on other economic factors as a result of the pandemic, such as an increase in inflation. Recorded on April 29, 2020.

Another ring around to check in with some comedy legends during the Global Pandemic. Spirits are high!   Socials Dave Thornton - Instagram Claire Hooper - Instagram David Tulk - Facebook Dave's on Facebook and Twitter. BTW - Check out Somehow Related with Glenn Robbins and Dave.   The Debrief is produced by Nearly, a podcast network. Original theme music by Kit Warhurst. Hear the making of The Debrief theme song. Artwork created by Stacy Gougoulis. See omnystudio.com/listener for privacy information.

David Wolf, global asset allocation portfolio manager, continues to look at macro themes that will unfold over one to three years and is not overly concerned by sporadic increases in volatility or risk aversion. David and his global asset allocation colleagues think value is emerging in equities, but patience is warranted, and that this unprecedented market shock has been met with an unprecedented policy response. They are looking at asset classes that have moved too far in either direction (overvalued and undervalued), with an eye to taking the other side once some clarity emerges, policymakers respond, and the panic subsides. David Wolf and David Tulk’s quarterly paper, “This too shall pass”, for second quarter 2020, is now available on fidelity.ca Recorded on April 9, 2020.

David Tulk, portfolio manager, believes the COVID-19 pandemic is a shock without precedent in modern times, and so too is the policy response. David and his global asset allocation colleagues are positioning their funds for short term-protection and long-term outperformance. Today, David shares his insights on opportunities and challenges in the global markets that investors need to know about. “This too shall pass”, David Wolf and David Tulk’s quarterly paper for second quarter 2020, is now available on fidelity.ca Recorded on April 7, 2020.

David Tulk, portfolio manager on Fidelity’s Global Asset Allocation team, provides breaking analysis on how Canadian investors can weather ongoing market fluctuations. Along with Global Asset Allocation colleagues David Wolf and Geoff Stein, David Tulk believes in keeping a longer-term investment horizon, while noting the benefit of diversification. In today’s podcast, David also speaks with host Charles Danis about gold, the Canadian dollar, and the Fidelity Managed Portfolios. Recorded on March 19, 2020.

Portfolio managers David Wolf and David Tulk share their 2020 global markets outlook and the factors shaping their current active asset allocation positioning. Growth vs. value, inflation, commodities, interest rates, the Bank of Canada, and aging demographics are among the topics discussed. Recorded on January 27, 2020.

Tulk Hogan reunited at last. Ben’s in the USA and Gabe calls on her trusted (?) friend (?), David Tulk, to fill in. He demands a huge fee, but we negotiate him down to zero. […] http://media.rawvoice.com/joy_benandgabe/p/joy.org.au/benandgabe/wp-content/uploads/sites/431/2019/08/Tulk-Hogan-Show-1.mp3 Podcast: Play in new window | Download (Duration: 32:45 — 45.0MB) Subscribe or Follow Us: Apple Podcasts | Android | Google Podcasts | Spotify | RSS The post The Tulk Hogan Show appeared first on Ben & Gabe.

David Tulk has been performing stand-up comedy for the past 15 years, and today he's a regular feature at comedy rooms around Australia. A straight talker, Tulk's rough edges are emphasised by the titles of his productions, namely his upcoming stand-up show 'David Tulk has No Filter' and his YouTube video series, 'Some People Are Just Arseholes.' In this interview you'll hear how David Tulk got started, how being lumpy has helped his comedy career, both on stage and screen, how he weaved 'zen' into a joke, as well as his own 'Pay It Forward Joke' word - fountain pen. One quick warning, there's a load of satire in this interview! So have your pinch of salt ready. And if this interview has wetted your comedic appetite, and you're thinking about trying your hand at stand-up, then be quick to join our May 27 - 31 stand-up comedy course in Melbourne, with guest comedian Richard Stubbs, or our June 4 - 8 course in Adelaide with Glynn Nicholas. Both courses are almost sold out, so go to www.schoolofhardknockknocks.com now, and secure your spot.

David Tulk has been performing stand-up comedy for the past 15 years, and today he's a regular feature at comedy rooms around Australia. A straight talker, Tulk's rough edges are emphasised by the titles of his productions, namely his upcoming stand-up show 'David Tulk has No Filter' and his YouTube video series, 'Some People Are Just Arseholes.' In this interview you'll hear how David Tulk got started, how being lumpy has helped his comedy career, both on stage and screen, how he weaved 'zen' into a joke, as well as his own 'Pay It Forward Joke' word - fountain pen. One quick warning, there's a load of satire in this interview! So have your pinch of salt ready. And if this interview has wetted your comedic appetite, and you're thinking about trying your hand at stand-up, then be quick to join our May 27 - 31 stand-up comedy course in Melbourne, with guest comedian Richard Stubbs, or our June 4 - 8 course in Adelaide with Glynn Nicholas. Both courses are almost sold out, so go to www.schoolofhardknockknocks.com now, and secure your spot.See omnystudio.com/listener for privacy information.

March 10, 2018 - David Tulk, Institutional Portfolio Manager with Fidelity Investments on the 9 year extended bull market and how long it may continue. Asset classes, cash, bonds and stocks; where should your portfolio be weighted for the short term and if considering retirement. Dan Daviau, CEO of Canaccord Genuity Wealth Management on the difference between banks and Canaccord Genuity on business support and start ups. Also, how Canaccord Genuity supports making money in Canada in the oil business, mining, marijuana and the health sector. Emerging technologies such as blockchain and currency exchange and how they may affect traditional credit and money transfers. Bruce Linton, CEO Canopy Growth on the international growth of marijuana sales and how Canada is a global leader on medical marijuana regulatory framework. Future branding of marijuana products and how alcohol products may be affected by consumers having choice.

Once was a pool cleaner, very comfortable around sporting clubs and rumoured to be a fire fighter...? Evan Hocking and Dave have just finished a gig. They're on the way home and it sounds like they woke up Brad Oakes in the back seat! For another competent back seat performance check out David Tulk's episode. The song! Punch in the face by Frenzel Rhomb.    More info - nearly.com.au/thedebrief   Thanks to this episode's sponsors... Tim Roger's new book "Detours" "How to build a universe" by Brian Cox & Robin Ince.   Socials Dave O'Neil on Twitter Dave O'Neil on Facebook Evan Hocking on Twitter   Nearly on Twitter Nearly on Facebook See omnystudio.com/listener for privacy information.

Interview with Melbourne Comedian Gabe Hogan, who has been performing stand up for almost 6 years, including a MICF show this year called Gabe Hogan: Making Life a Double. Gabe and her friend David Tulk also have a series of sketches you can find on Facebook called Some People Are Just Arseholes.  Gabe is heading up to perform at Sydney Fringe Festival in September 2017 so check out the show if you can! We discuss: Having ADD in high school, eating issues, affirmations by Louise Hay and Abraham-Hicks, sexuality revelations in adult life, values, teachers mistaking signs of depression for quietness and good behaviour, the importance of talking to trusted friends, driving and parking anxiety, ways of managing anxiety, Gabe’s super power, Perfume: The Story of a Murderer, and Gabe's message that it’s never too late to change.

On the way back from the gig at a Moe Football Club Dave learns that Tulky worked as an opera actor at the Sydney Opera House - odd job with some great dressing room. And everyone knows it's got a great canteen... everyone, right?  Another highlight before comedy during Tulky's acting days - Neighbours. He played a stalker and a drug dealer without much of an audition... Casting - "Can you run away?" Tulky - "Can I!!!!!" They hired him.   Also, Nick Capper has taken up residence in Dave's station wagon. He chimes in with some Marc Maron wisdom.   The Debrief is produced by Nearly. More info - nearly.com.au/thedebrief More info - www.nearly.com.au/thedebrief   Socials Dave on Twitter Dave on Facebook Nearly on Twitter Nearly on Facebook See omnystudio.com/listener for privacy information.

May 6, 2017 - Matt Wood of Vertex Value Fund; Mark Goldfried, Canoe Financial on bonds; Condo Chris Borkowski on condos in Toronto; Warren McCain, CA, on US citizens in Canada and the IRS; David Tulk, Fidelity Investments, on value in the marketplace.

Australian Comedian David Tulk joins The Nelson Twins and Evan Hocking - today discussing how being a 49 year old comic has it's benefits...and it's pitfalls (like dual incontinence twice weekly). David's memories of the Good 'Ol Days are, how shall we put it? "Interesting"!

Interview with the humble and entertaining David Tulk, who has been performing comedy for 12 years. David has 5 MICF shows under his belt, has performed in Edinburgh, and recently assisted his friend Gabe Hogan with her 2016 Fringe show. We discuss: David’s Bipolar II diagnosis, self-medicating vs self-management, medication to manage self-doubt and negativity, the definition of a pre-sleep, mediating between his parents in childhood, the different ways he and his siblings coped with their parents’ separation, ice in regional areas, the unfinished Spanish galleon of Finley Lake, travel via helicopter, Dad’s anger and physical violence, reconciling his relationship with Dad, private school corporal punishment and Saturday morning detentions, being a cadet, artistic escapes, smuggling alcohol as a teen, dabbling in drugs, psychiatry vs psychology, sonnets and Shakespeare, obsession with world globes, becoming a full time comedian, corporatised artwork, Ollie the fair weather friend, the joys of being a cool uncle, David’s super power, and David’s advice to remember that everyone is a fallible human and therefore be nice to everyone and act with love.

Can an activist be a comedian? Or does it work the other way around. This week we explore these questions with Sean Bedlam, who's had a long time commitment to activist work in and around a variety of political issues and social justice concerns. And he's decided to add comedy to his campaigning repertoire. He tells Dirt Radio why.Sean Bedlam & David Tulk's "Two Bearded Ladies" is on at the 2015 Melbourne Comedy Festival.

Here's our first podcast, it's of our host David Tulk talking with a couple of friends.Enjoy:Podcast 01