Multi-asset insight: Video interview with Nick Peters

Fidelity International portfolio manager's outlook

Julian Marr
clock • 1 min read

Fidelity International portfolio manager Nick Peters talks to Julian Marr about the outlook for different sectors now global monetary policy is beginning to tighten - and especially financials

This short video interview covers the following points: * The outlook for monetary policy now that central bankers are beginning to raise interest rates and slowly dial down quantitative easing. * Given this prospect of a gradual tightening of monetary policy, the outlook for the financial sector in particular. * Sector positioning within portfolios, and balancing overweight and underweight allocations.

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Robeco issues investment advice scam warning as fraudsters pose as employees

Robeco issues investment advice scam warning as fraudsters pose as employees

Name and logo used in fraudulent activities

Jenna Brown
clock 02 September 2025 • 1 min read
Laith Khalaf: Trump makes (some) active funds great again

Laith Khalaf: Trump makes (some) active funds great again

42% of active managers have outperformed a passive alternative so far in 2025

Laith Khalaf
clock 02 September 2025 • 3 min read
Aberdeen partners with Titanbay to deepen private markets presence

Aberdeen partners with Titanbay to deepen private markets presence

Firms said the partnership will solve operational delays

Cristian Angeloni
clock 01 September 2025 • 2 min read