Jan 2018: Goldilocks and the return of the bear
Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and here you can listen in on their January debrief, hosted by Richard Edgar, Editor in Chief. Markets Analyst Charlotte Harington, Portfolio Manager Bill McQuaker, and James Bateman, the team’s Chief Investment Officer, debate any likely rotation related to the market’s extended bull run, as well as their predictions for inflation and how - or if - central banks will react. With additional contributions from Ian Samson, Markets Research Analyst. The team also reveal their hot cakes and hot potatoes for the month: gold, EM-inflation linked bonds and the Canadian dollar are all in there - 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: www.fidelity.co.uk/professional/about/ See omnystudio.com/listener for privacy information.