Podcast: Managers become buoyant despite dismal data
Fidelity’s Asset Allocation Group have decided on their positioning for January and here you can hear from some of the team on how they came to their conclusions, as well as where consensus was more difficult.
Richard Edgar talks to Multi Asset's Chief Investment Officer James Bateman, Anna Stupnytska, Head of Global Macro and Investment Strategy, and Nick Peters, Portfolio Manager. They review the latest Brexit developments, spar over how attractive the US is as an investment opportunity, and we hear from Riccardo Muscio, Assistant Portfolio Manager and Senior Analyst, on why the mood is upbeat among fund managers in Asia.
We also hear from Research Analyst Ian Samson on what Fidelity's leading indicator is reading and where markets find themselves at the start of 2019.
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