July 2017: Don't call the bear too early
How is our Multi Asset team positioned this month? After another intense Asset Allocation Group meeting, Richard Edgar, Editor-in-Chief, debriefs with: Anna Stupnytska - Global economist, and former rower. Eugene Philalithis - Multi Asset portfolio manager, and Star Wars fan. James Bateman - Chief Investment Officer, Multi Asset, and former weightlifter. They discuss why it would be a mistake to call the bear market too early, consider the impact of diverging central bank policies, and explain how to position an income portfolio in a rising rate environment. Finally, they review the assets which are 'selling like hotcakes' and also those they would 'drop like a hot potato.' -- 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.