May 2018: Increased caution leads to an "historic moment"

Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and here you can listen in on their May debrief, hosted by Richard Edgar, Editor in Chief. Portfolio Manager Matt Quaife, Markets Analyst Charlotte Harington, and James Bateman, Chief Investment Officer, discuss how a deteriortion in economic data has led to increased caution amongst the asset allocation group and explain its impact on their positioning. With additional contribution from Research Analyst Ian Samson. The team also reveal their hot cakes and hot potatoes: Italy, cash, and duration with "a little sprinkling of energy equities" all feature - but in which category? --This podcast is for Investment Professionals only and should not be relied on by private investors. This podcast is provided for information purposes only and is intended only for the person or entity to which it is sent or downloaded by. It must not be reproduced or circulated to any other party without prior permission of Fidelity. Fidelity Personal Investing does not give personal recommendations. The value of investments can go down as well as up so you may get back less than you invest. For other important legal notices please see our website.See omnystudio.com/listener for privacy information.