17 Jul 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 SpaceX IPO and continued strength in the AI theme, while highlighting rising concentration risks and the case for broader exposure to enhance portfolio resilience.
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.
