24 Aug 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 looks at why we've increased exposure to US mid-cap companies and how a broader range of return drivers could help create more resilient portfolios. Is it time for portfolios to broaden too?
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.