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.
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