Mid-caps the place to be in a soft landing

This article first appeared in Livewire markets on 13 February 2024

While some investment houses have argued that 2024 will mark a reckoning for financial markets in this COVID era, Fidelity International argues that the year will, more than likely, simply be a continuation of 2023 and the "immaculate disinflation" narrative. 

But whether central banks will actually nail the soft landing is still yet to be seen. And although the likelihood has increased, and markets are pricing like it's a done deal, it's not by any means a sure bet. 

In this Rapid Fire interview, Fidelity International's Global Chief Investment Officer Andrew McCaffery answers five of our most burning questions. Hear his thoughts on where he expects to see the best cross-asset returns this year, his preference within equities, and his advice for any investor who is still nervous about the year ahead.