Donald Trump has won the US presidential election. Here, Fidelity International’s economists and investment managers discuss some of the likely impact.
Portfolio manager Talib Sheikh shares his take on the US election result, the outlook for asset classes and how Fidelity’s multi asset income range is positioned, highlighting the increased exposure to defensive quality income equities.
Recent spikes in market volatility, slowing macro signals and stretched valuations are among the many signs that are pointing to a global slowdown. In this environment, portfolio managers Kris Atkinson and Shamil Gohil outline why they are de-risking portfolios and shoring up liquidity as they focus on high quality alpha opportunities and lock in still attractive all-in-yields in investment grade credit markets.