Fidelity Multi Asset portfolio manager Bill McQuaker outlines his current investment views to Julian Marr, including his thoughts on January's market bounce, the Fed being on 'pause' and future earnings growth
This short video interview covers the following points: * After what was a very difficult end to 2018, risk assets rallied for their best showing in 30 years for the month of January. What do you think drove this broad-based recovery? * How would you characterise the price action within regional equity markets over this period? * With the US Federal Reserve appearing to be on 'pause' now, do you see this risk-on shift continuing? How would you characterise your positioning as a result? * What key indicators will you be watching out for over the coming months? Are you focusing on...
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