Asset Allocation Podcast: Hedging for global growth concerns

Fidelity: Asset Allocation Podcast: Hedging for global growth concerns

Fidelity’s asset allocation group gather to discuss how they are positioned this month - and here you can listen in on their March 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, disclose how and why the asset allocation group has repositioned itself - specifically with regards to fixed income and the US.

The team also declare their hot cakes and hot potatoes for the month: Hong Kong equities, the yen, and gilts all feature - but in which category?

Listen to the episode here.

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