02 Oct 2026
In this monthly video series, our Multi Asset team break down what's driving markets, how positioning is evolving, and what they're watching next. This update explores the impact of rising government bond yields, why we've reduced exposure to US mid-cap and emerging market equities, and how adding to gold could help strengthen portfolio resilience. With markets near record highs, is now the time to take a more defensive stance?
The ideas and conclusions here do not necessarily reflect the views of Fidelity’s portfolio managers and are for general interest only. The value of investments can go down as well as up, so your clients may not get back what they invest.
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Portfolio Manager, Fidelity Solutions & Multi Asset. Chris Forgan is a Portfolio Manager at Fidelity Multi Asset. Chris has 22 years of investment experience and joined Fidelity in 2017. Prior to joining Fidelity, Chris was a Portfolio Manager at Henderson Global Investors, in their Multi Asset team focusing on their income fund range. Previously Chris worked as an analyst at Henderson Global Investors, a senior performance analyst at First State Investments and began his career on the trading floor at Deutsche Morgan Grenfell. Chris has an BA (Hons) Marketing Administration from the University of Northumbria.