As global dynamics shift and Canada’s role evolves, how do those themes translate into real portfolio decisions? In this conversation, Fidelity portfolio manager David Tulk connects the dots, bringing together geopolitics, capital cycles and market positioning to explain why Canada is increasingly back on the radar for investors. He explores how supportive government policy, rising global demand for resources and a more multipolar world are laying the groundwork for a new capital cycle, particularly in energy and infrastructure. With improving domestic fundamentals and growing international interest, Tulk highlights why Fidelity has moved to an overweight position in Canadian equities and the Canadian dollar for the first time in over a decade.
