Fidelity International multi-asset CIO James Bateman talks to Julian Marr about the potential for volatility in 2019, moving overweight in equities and the risk of investors being distracted by Brexit
This short video interview covers the following issues:
* Towards the end of last year, we touched on the increase in volatility and the equity market sell-off. Could you reflect on the final quarter of 2018 - including the uncharacteristically volatile festive period - and whether you think this has set the tone for 2019?
* In recent months the Fidelity's multi-asset team has moved from neutral across the board to overweight equities and fixed income and underweight cash. What is the thinking behind this move?
* You have talked about there being a great deal of nuance required when allocating to risk assets, and favouring US value over growth at present. Can you explain why you think this makes sense?
* With Brexit driving headlines here in the UK, is there a risk that investors overlook the deteriorating conditions on the continent?
Chris Forgan to take charge
Manager cites liquidity risk for changes
SIFA conference 2019
Fidelity Multi Asset portfolio manager's outlook
Clarke replacing Balkham